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

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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
ALPHABET INC CAP STK CL A 02079K305 9,364 4,297 SH   SOLE   4,297 0 0
ALPHABET INC CAP STK CL C 02079K107 9,502 4,344 SH   SOLE   4,344 0 0
AMAZON COM INC COM 023135106 15,874 149,460 SH   SOLE   149,460 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 11,670 164,389 SH   SOLE   164,389 0 0
MICROSOFT CORP COM 594918104 16,086 62,634 SH   SOLE   62,634 0 0
TRANSDIGM GROUP INC COM 893641100 24,439 45,538 SH   SOLE   45,538 0 0