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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BRAZE INC COM CL A 10576N102   4,472,856 163,961 SH   SOLE   163,961 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   10,206,376 7,356 SH   SOLE   7,356 0 0
CROCS INC COM 227046109   13,871,558 127,931 SH   SOLE   127,931 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   3,817,285 29,443 SH   SOLE   29,443 0 0
DATADOG INC CL A COM 23804L103   12,618,260 171,677 SH   SOLE   171,677 0 0
DOLLAR GEN CORP NEW COM 256677105   12,765,108 51,838 SH   SOLE   51,838 0 0
DOMINOS PIZZA INC COM 25754A201   7,197,846 20,779 SH   SOLE   20,779 0 0
DYNATRACE INC COM NEW 268150109   14,242,391 371,864 SH   SOLE   371,864 0 0
ENDAVA PLC ADS 29260V105   6,202,391 81,077 SH   SOLE   81,077 0 0
FACTSET RESH SYS INC COM 303075105   4,150,919 10,346 SH   SOLE   10,346 0 0
FAIR ISAAC CORP COM 303250104   7,339,189 12,261 SH   SOLE   12,261 0 0
FERRARI N V COM N3167Y103   16,667,173 77,804 SH   SOLE   77,804 0 0
FIVE BELOW INC COM 33829M101   11,319,680 64,000 SH   SOLE   64,000 0 0
GITLAB INC CLASS A COM 37637K108   6,271,720 138,022 SH   SOLE   138,022 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   12,141,680 96,088 SH   SOLE   96,088 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   5,243,132 72,469 SH   SOLE   72,469 0 0
LULULEMON ATHLETICA INC COM 550021109   9,986,885 31,172 SH   SOLE   31,172 0 0
MANHATTAN ASSOCIATES INC COM 562750109   8,786,689 72,378 SH   SOLE   72,378 0 0
MICROSOFT CORP COM 594918104   4,090,130 17,055 SH   SOLE   17,055 0 0
MSCI INC COM 55354G100   11,677,163 25,103 SH   SOLE   25,103 0 0
NICE LTD SPONSORED ADR 653656108   7,754,690 40,326 SH   SOLE   40,326 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   8,719,674 10,331 SH   SOLE   10,331 0 0
PALO ALTO NETWORKS INC COM 697435105   6,048,640 43,347 SH   SOLE   43,347 0 0
PINTEREST INC CL A 72352L106   9,679,975 398,681 SH   SOLE   398,681 0 0
QUALYS INC COM 74758T303   5,593,319 49,838 SH   SOLE   49,838 0 0
RH COM 74967X103   4,047,661 15,149 SH   SOLE   15,149 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   6,864,792 24,490 SH   SOLE   24,490 0 0
SCHWAB CHARLES CORP COM 808513105   9,250,602 111,105 SH   SOLE   111,105 0 0
SERVICENOW INC COM 81762P102   8,233,265 21,205 SH   SOLE   21,205 0 0
SNOWFLAKE INC CL A 833445109   7,537,429 52,511 SH   SOLE   52,511 0 0
T-MOBILE US INC COM 872590104   5,258,260 37,559 SH   SOLE   37,559 0 0
TYLER TECHNOLOGIES INC COM 902252105   6,323,105 19,612 SH   SOLE   19,612 0 0
VISA INC COM CL A 92826C839   8,159,982 39,276 SH   SOLE   39,276 0 0
ZSCALER INC COM 98980G102   5,592,538 49,978 SH   SOLE   49,978 0 0