The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INCORPORATED COM 00724F101 11,025 19,442 SH   SOLE   19,442 0 0
ATLASSIAN CORP PLC CL A G06242104 15,453 40,527 SH   SOLE   40,527 0 0
BRAZE INC COM CL A 10576N102 8,827 114,400 SH   SOLE   114,400 0 0
CALLAWAY GOLF CO COM 131193104 14,685 535,160 SH   SOLE   535,160 0 0
CHEGG INC COM 163092109 18,525 603,411 SH   SOLE   603,411 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 16,554 9,469 SH   SOLE   9,469 0 0
CLOUDFLARE INC CL A COM 18915M107 12,591 95,748 SH   SOLE   95,748 0 0
COUPA SOFTWARE INC COM 22266L106 11,761 74,415 SH   SOLE   74,415 0 0
DATADOG INC CL A COM 23804L103 32,821 184,272 SH   SOLE   184,272 0 0
ENDAVA PLC ADS 29260V105 19,639 116,956 SH   SOLE   116,956 0 0
FAIR ISAAC CORP COM 303250104 6,904 15,920 SH   SOLE   15,920 0 0
FARFETCH LTD ORD SH CL A 30744W107 19,307 577,529 SH   SOLE   577,529 0 0
FERRARI N V COM N3167Y103 13,943 53,871 SH   SOLE   53,871 0 0
HUBSPOT INC COM 443573100 11,179 16,959 SH   SOLE   16,959 0 0
HYATT HOTELS CORP COM CL A 448579102 13,813 144,033 SH   SOLE   144,033 0 0
INTEGRAL AD SCIENCE HLDNG CO COM 45828L108 12,784 575,608 SH   SOLE   575,608 0 0
JAMF HLDG CORP COM 47074L105 14,833 390,228 SH   SOLE   390,228 0 0
MANHATTAN ASSOCIATES INC COM 562750109 13,287 85,450 SH   SOLE   85,450 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 16,666 98,630 SH   SOLE   98,630 0 0
MICROSOFT CORP COM 594918104 24,044 71,491 SH   SOLE   71,491 0 0
NETFLIX INC COM 64110L106 15,535 25,787 SH   SOLE   25,787 0 0
NICE LTD SPONSORED ADR 653656108 17,564 57,852 SH   SOLE   57,852 0 0
OKTA INC CL A 679295105 22,625 100,930 SH   SOLE   100,930 0 0
PALO ALTO NETWORKS INC COM 697435105 15,257 27,404 SH   SOLE   27,404 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 11,728 327,973 SH   SOLE   327,973 0 0
POOL CORP COM 73278L105 15,996 28,261 SH   SOLE   28,261 0 0
RH COM 74967X103 14,066 26,246 SH   SOLE   26,246 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 1,037 10,000 SH   SOLE   10,000 0 0
SHOPIFY INC CL A 82509L107 18,008 13,074 SH   SOLE   13,074 0 0
SNOWFLAKE INC CL A 833445109 22,283 65,780 SH   SOLE   65,780 0 0
SONOS INC COM 83570H108 14,285 479,352 SH   SOLE   479,352 0 0
SPROUT SOCIAL INC COM CL A 85209W109 13,368 147,407 SH   SOLE   147,407 0 0
TWILIO INC CL A 90138F102 28,829 109,474 SH   SOLE   109,474 0 0
ULTA BEAUTY INC COM 90384S303 15,133 36,700 SH   SOLE   36,700 0 0