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
AIRBNB INC COM CL A 009066101 9,676 108,620 SH   SOLE   108,620 0 0
AUTODESK INC COM 052769106 9,606 55,861 SH   SOLE   55,861 0 0
AFFIRM HLDGS INC COM CL A 00827B106 1,677 92,844 SH   SOLE   92,844 0 0
ADVANCED MICRO DEVICES INC COM 007903107 8,859 115,854 SH   SOLE   115,854 0 0
AMAZON COM INC COM 023135106 29,937 281,865 SH   SOLE   281,865 0 0
AVALARA INC COM 05338G106 12,895 182,654 SH   SOLE   182,654 0 0
BALL CORP COM 058498106 34,560 502,538 SH   SOLE   502,538 0 0
BOX INC CL A 10316T104 6,014 239,217 SH   SOLE   239,217 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 11,136 66,134 SH   SOLE   66,134 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 36,534 243,514 SH   SOLE   243,514 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 10,168 7,778 SH   SOLE   7,778 0 0
SALESFORCE INC COM 79466L302 56,967 345,168 SH   SOLE   345,168 0 0
COSTAR GROUP INC COM 22160N109 9,299 153,938 SH   SOLE   153,938 0 0
CONSTELLIUM SE CL A SHS F21107101 7,995 605,202 SH   SOLE   605,202 0 0
CATALENT INC COM 148806102 11,066 103,144 SH   SOLE   103,144 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 13,286 103,833 SH   SOLE   103,833 0 0
DANAHER CORPORATION COM 235851102 23,205 91,532 SH   SOLE   91,532 0 0
FISERV INC COM 337738108 18,311 205,807 SH   SOLE   205,807 0 0
FARFETCH LTD ORD SH CL A 30744W107 3,365 470,021 SH   SOLE   470,021 0 0
ALPHABET INC CAP STK CL C 02079K107 51,121 23,370 SH   SOLE   23,370 0 0
HELIOGEN INC COMMON STOCK 42329E105 444 210,478 SH   SOLE   210,478 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 11,444 57,020 SH   SOLE   57,020 0 0
KLA CORP COM NEW 482480100 33,626 105,385 SH   SOLE   105,385 0 0
LAM RESEARCH CORP COM 512807108 32,211 75,586 SH   SOLE   75,586 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 5,779 119,147 SH   SOLE   119,147 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 33,962 584,750 SH   SOLE   584,750 0 0
MELI KASZEK PIONEER CORP CLASS A ORD G5S74L106 1,584 159,982 SH   SOLE   159,982 0 0
MERCADOLIBRE INC COM 58733R102 9,369 14,711 SH   SOLE   14,711 0 0
MOMENTIVE GLOBAL INC COM 60878Y108 2,745 311,944 SH   SOLE   311,944 0 0
MICROSOFT CORP COM 594918104 53,961 210,105 SH   SOLE   210,105 0 0
MICRON TECHNOLOGY INC COM 595112103 9,410 170,223 SH   SOLE   170,223 0 0
NCINO INC COM 63947X101 3,726 120,518 SH   SOLE   120,518 0 0
NEXTERA ENERGY INC COM 65339F101 11,636 150,215 SH   SOLE   150,215 0 0
CLOUDFLARE INC CL A COM 18915M107 8,335 190,509 SH   SOLE   190,509 0 0
NETFLIX INC COM 64110L106 8,606 49,213 SH   SOLE   49,213 0 0
NVIDIA CORPORATION COM 67066G104 7,004 46,206 SH   SOLE   46,206 0 0
OKTA INC CL A 679295105 26,594 294,179 SH   SOLE   294,179 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206 21,561 873,617 SH   SOLE   873,617 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 6,003 132,264 SH   SOLE   132,264 0 0
PAYPAL HLDGS INC COM 70450Y103 14,081 201,624 SH   SOLE   201,624 0 0
REDFIN CORP COM 75737F108 5,295 642,563 SH   SOLE   642,563 0 0
SILICON LABORATORIES INC COM 826919102 8,008 57,111 SH   SOLE   57,111 0 0
SNAP INC CL A 83304A106 5,834 444,303 SH   SOLE   444,303 0 0
SUN CMNTYS INC COM 866674104 28,415 178,308 SH   SOLE   178,308 0 0
TERADYNE INC COM 880770102 8,283 92,492 SH   SOLE   92,492 0 0
THOR INDS INC COM 885160101 6,306 84,381 SH   SOLE   84,381 0 0
T-MOBILE US INC COM 872590104 39,690 295,003 SH   SOLE   295,003 0 0
TESLA INC COM 88160R101 11,307 16,790 SH   SOLE   16,790 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 7,753 59,700 SH   SOLE   59,700 0 0
TEXAS INSTRS INC COM 882508104 29,164 189,808 SH   SOLE   189,808 0 0
TYLER TECHNOLOGIES INC COM 902252105 13,779 41,443 SH   SOLE   41,443 0 0
WORKDAY INC CL A 98138H101 40,057 286,983 SH   SOLE   286,983 0 0
WOLFSPEED INC COM 977852102 6,915 108,978 SH   SOLE   108,978 0 0
YETI HLDGS INC COM 98585X104 1,752 40,497 SH   SOLE   40,497 0 0
ZENDESK INC COM 98936J101 15,069 203,444 SH   SOLE   203,444 0 0
APPLE INC COM 037833100 24,332 177,972 SH   SOLE   177,972 0 0
AMPHENOL CORP NEW CL A 032095101 6,788 105,436 SH   SOLE   105,436 0 0
DISNEY WALT CO COM 254687106 3,291 34,861 SH   SOLE   34,861 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,259 44,893 SH   SOLE   44,893 0 0
SHOPIFY INC CL A 82509L107 371 11,890 SH   SOLE   11,890 0 0
TWILIO INC CL A 90138F102 706 8,421 SH   SOLE   8,421 0 0
ZSCALER INC COM 98980G102 1,901 12,717 SH   SOLE   12,717 0 0