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 32,380 188,521 SH   SOLE   188,521 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 13,813 126,962 SH   SOLE   126,962 0 0
ALPHABET INC CAP STK CL A 02079K305 43,698 15,711 SH   SOLE   15,711 0 0
AMAZON COM INC COM 023135106 85,887 26,346 SH   SOLE   26,346 0 0
AUTODESK INC COM 052769106 42,756 199,466 SH   SOLE   199,466 0 0
BOOKING HOLDINGS INC COM 09857L108 44,729 19,046 SH   SOLE   19,046 0 0
BUMBLE INC COM CL A 12047B105 10,011 345,442 SH   SOLE   345,442 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 24,600 45,095 SH   SOLE   45,095 0 0
DISNEY WALT CO COM 254687106 73,952 539,164 SH   SOLE   539,164 0 0
JD.COM INC SPON ADR CL A 47215P106 30,049 519,251 SH   SOLE   519,251 0 0
MASTERCARD INCORPORATED CL A 57636Q104 23,472 65,679 SH   SOLE   65,679 0 0
MATCH GROUP INC NEW COM 57667L107 15,245 140,197 SH   SOLE   140,197 0 0
MICROSOFT CORP COM 594918104 97,575 316,484 SH   SOLE   316,484 0 0
PTC INC COM 69370C100 26,379 244,888 SH   SOLE   244,888 0 0
SALESFORCE COM INC COM 79466L302 53,030 249,763 SH   SOLE   249,763 0 0
T-MOBILE US INC COM 872590104 142,498 1,110,233 SH   SOLE   1,110,233 0 0
UBER TECHNOLOGIES INC COM 90353T100 31,692 888,231 SH   SOLE   888,231 0 0
VISA INC COM CL A 92826C839 38,132 171,944 SH   SOLE   171,944 0 0
WORKDAY INC CL A 98138H101 139,242 581,485 SH   SOLE   581,485 0 0