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 10,611 93,907 SH   SOLE   93,907 0 0
BOOKING HOLDINGS INC COM 09857L108 7,079 4,308 SH   SOLE   4,308 0 0
BRAZE INC COM CL A 10576N102 6,035 173,258 SH   SOLE   173,258 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 15,038 10,007 SH   SOLE   10,007 0 0
DATADOG INC CL A COM 23804L103 10,802 121,672 SH   SOLE   121,672 0 0
DOLLAR GEN CORP NEW COM 256677105 12,153 50,666 SH   SOLE   50,666 0 0
DOMINOS PIZZA INC COM 25754A201 6,186 19,943 SH   SOLE   19,943 0 0
DYNATRACE INC COM NEW 268150109 12,682 364,320 SH   SOLE   364,320 0 0
ENDAVA PLC ADS 29260V105 8,609 106,767 SH   SOLE   106,767 0 0
FAIR ISAAC CORP COM 303250104 4,852 11,776 SH   SOLE   11,776 0 0
FERRARI N V COM N3167Y103 14,870 80,378 SH   SOLE   80,378 0 0
GITLAB INC CLASS A COM 37637K108 6,463 126,185 SH   SOLE   126,185 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 7,148 59,257 SH   SOLE   59,257 0 0
HOME DEPOT INC COM 437076102 7,037 25,501 SH   SOLE   25,501 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 4,376 68,479 SH   SOLE   68,479 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 5,325 72,160 SH   SOLE   72,160 0 0
LULULEMON ATHLETICA INC COM 550021109 6,938 24,816 SH   SOLE   24,816 0 0
MANHATTAN ASSOCIATES INC COM 562750109 8,041 60,446 SH   SOLE   60,446 0 0
MICROSOFT CORP COM 594918104 4,734 20,328 SH   SOLE   20,328 0 0
MONGODB INC CL A 60937P106 4,778 24,063 SH   SOLE   24,063 0 0
MSCI INC COM 55354G100 4,592 10,886 SH   SOLE   10,886 0 0
NICE LTD SPONSORED ADR 653656108 7,308 38,823 SH   SOLE   38,823 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 12,375 17,595 SH   SOLE   17,595 0 0
PALO ALTO NETWORKS INC COM 697435105 6,758 41,262 SH   SOLE   41,262 0 0
POOL CORP COM 73278L105 6,498 20,421 SH   SOLE   20,421 0 0
QUALYS INC COM 74758T303 6,269 44,978 SH   SOLE   44,978 0 0
RH COM 74967X103 7,527 30,587 SH   SOLE   30,587 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 6,680 23,468 SH   SOLE   23,468 0 0
SCHWAB CHARLES CORP COM 808513105 7,734 107,606 SH   SOLE   107,606 0 0
SERVICENOW INC COM 81762P102 6,049 16,019 SH   SOLE   16,019 0 0
SNOWFLAKE INC CL A 833445109 8,272 48,671 SH   SOLE   48,671 0 0
T-MOBILE US INC COM 872590104 4,759 35,468 SH   SOLE   35,468 0 0
THE TRADE DESK INC COM CL A 88339J105 7,380 123,521 SH   SOLE   123,521 0 0
TYLER TECHNOLOGIES INC COM 902252105 6,504 18,716 SH   SOLE   18,716 0 0
VISA INC COM CL A 92826C839 6,728 37,875 SH   SOLE   37,875 0 0
ZSCALER INC COM 98980G102 7,787 47,372 SH   SOLE   47,372 0 0