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
AMAZON COM INC COM 023135106 3,123 29,407 SH   SOLE   29,407 0 0
BOOKING HOLDINGS INC COM 09857L108 8,934 5,108 SH   SOLE   5,108 0 0
BRAZE INC COM CL A 10576N102 6,139 169,458 SH   SOLE   169,458 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 16,815 12,863 SH   SOLE   12,863 0 0
DATADOG INC CL A COM 23804L103 19,093 200,472 SH   SOLE   200,472 0 0
DOLLAR GEN CORP NEW COM 256677105 1,734 7,063 SH   SOLE   7,063 0 0
DYNATRACE INC COM NEW 268150109 14,262 361,620 SH   SOLE   361,620 0 0
ENDAVA PLC ADS 29260V105 10,669 120,865 SH   SOLE   120,865 0 0
FERRARI N V COM N3167Y103 14,748 80,378 SH   SOLE   80,378 0 0
GITLAB INC CLASS A COM 37637K108 7,768 146,185 SH   SOLE   146,185 0 0
HUBSPOT INC COM 443573100 4,125 13,721 SH   SOLE   13,721 0 0
INTEGRAL AD SCIENCE HLDNG CO COM 45828L108 2,266 228,222 SH   SOLE   228,222 0 0
JAMF HLDG CORP COM 47074L105 2,494 100,685 SH   SOLE   100,685 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 344 2,972 SH   SOLE   2,972 0 0
MANHATTAN ASSOCIATES INC COM 562750109 10,704 93,406 SH   SOLE   93,406 0 0
MATCH GROUP INC NEW COM 57667L107 10,027 143,884 SH   SOLE   143,884 0 0
MICROSOFT CORP COM 594918104 12,453 48,488 SH   SOLE   48,488 0 0
MONGODB INC CL A 60937P106 9,410 36,263 SH   SOLE   36,263 0 0
MSCI INC COM 55354G100 5,723 13,886 SH   SOLE   13,886 0 0
NICE LTD SPONSORED ADR 653656108 9,904 51,465 SH   SOLE   51,465 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 11,305 17,895 SH   SOLE   17,895 0 0
PALO ALTO NETWORKS INC COM 697435105 9,955 20,154 SH   SOLE   20,154 0 0
POOL CORP COM 73278L105 10,636 30,283 SH   SOLE   30,283 0 0
RH COM 74967X103 11,380 53,614 SH   SOLE   53,614 0 0
SERVICENOW INC COM 81762P102 4,565 9,600 SH   SOLE   9,600 0 0
SNOWFLAKE INC CL A 833445109 11,609 83,480 SH   SOLE   83,480 0 0
SPROUT SOCIAL INC COM CL A 85209W109 2,741 47,206 SH   SOLE   47,206 0 0
T-MOBILE US INC COM 872590104 7,099 52,768 SH   SOLE   52,768 0 0
THE TRADE DESK INC COM CL A 88339J105 2,791 66,621 SH   SOLE   66,621 0 0
TRADEWEB MKTS INC CL A 892672106 8,075 118,311 SH   SOLE   118,311 0 0
TWILIO INC CL A 90138F102 8,195 97,779 SH   SOLE   97,779 0 0
TYLER TECHNOLOGIES INC COM 902252105 1,746 5,252 SH   SOLE   5,252 0 0
ULTA BEAUTY INC COM 90384S303 12,266 31,820 SH   SOLE   31,820 0 0
ZSCALER INC COM 98980G102 9,938 66,472 SH   SOLE   66,472 0 0