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 3,800 42,653 SH   SOLE   42,653 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 20,528 180,579 SH   SOLE   180,579 0 0
AMAZON COM INC COM 023135106 30,661 288,682 SH   SOLE   288,682 0 0
AUTODESK INC COM 052769106 36,272 210,931 SH   SOLE   210,931 0 0
BAIDU INC SPON ADR REP A 056752108 12,071 81,159 SH   SOLE   81,159 0 0
BOOKING HOLDINGS INC COM 09857L108 53,752 30,733 SH   SOLE   30,733 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 26,791 57,180 SH   SOLE   57,180 0 0
DISNEY WALT CO COM 254687106 40,627 430,366 SH   SOLE   430,366 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 31,337 341,847 SH   SOLE   341,847 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 18,664 167,479 SH   SOLE   167,479 0 0
JD.COM INC SPON ADR CL A 47215P106 50,280 782,940 SH   SOLE   782,940 0 0
MASTERCARD INCORPORATED CL A 57636Q104 28,566 90,547 SH   SOLE   90,547 0 0
MICROSOFT CORP COM 594918104 53,956 210,084 SH   SOLE   210,084 0 0
PTC INC COM 69370C100 62,586 588,547 SH   SOLE   588,547 0 0
SALESFORCE INC COM 79466L302 35,924 217,668 SH   SOLE   217,668 0 0
T-MOBILE US INC COM 872590104 110,286 819,725 SH   SOLE   819,725 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 12,081 98,595 SH   SOLE   98,595 0 0
VISA INC COM CL A 92826C839 27,822 141,308 SH   SOLE   141,308 0 0
WORKDAY INC CL A 98138H101 37,935 271,781 SH   SOLE   271,781 0 0