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
10X GENOMICS INC CL A COM 88025U109 4,118 54,128 SH   SOLE   31,962 0 22,166
ADOBE SYSTEMS INCORPORATED COM 00724F101 257 565 SH   SOLE   0 0 565
ALPHABET INC CAP STK CL A 02079K305 7,532 2,708 SH   SOLE   865 0 1,843
AMAZON COM INC COM 023135106 7,834 2,403 SH   SOLE   745 0 1,658
ARGENX SE SPONSORED ADR 04016X101 4,391 13,925 SH   SOLE   8,151 0 5,774
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 4,082 88,749 SH   SOLE   50,030 0 38,719
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 4,401 37,501 SH   SOLE   22,485 0 15,016
AVALARA INC COM 05338G106 6,075 61,045 SH   SOLE   41,883 0 19,162
AXON ENTERPRISE INC COM 05464C101 4,024 29,216 SH   SOLE   18,208 0 11,008
BEAM THERAPEUTICS INC COM 07373V105 1,965 34,296 SH   SOLE   20,101 0 14,195
BLOCK INC CL A 852234103 3,626 26,740 SH   SOLE   8,890 0 17,850
BUMBLE INC COM CL A 12047B105 7,858 271,153 SH   SOLE   160,981 0 110,172
CACI INTL INC CL A 127190304 3,994 13,256 SH   SOLE   7,804 0 5,452
DERMTECH INC COM 24984K105 1,945 132,484 SH   SOLE   90,742 0 41,742
DEXCOM INC COM 252131107 2,830 5,532 SH   SOLE   1,653 0 3,879
DIGITALOCEAN HLDGS INC COM 25402D102 2,908 50,273 SH   SOLE   34,032 0 16,241
DOCUSIGN INC COM 256163106 2,398 22,383 SH   SOLE   13,729 0 8,654
ETSY INC COM 29786A106 1,182 9,508 SH   SOLE   9,095 0 413
FARFETCH LTD ORD SH CL A 30744W107 3,139 207,622 SH   SOLE   122,374 0 85,248
FIVERR INTL LTD ORD SHS M4R82T106 4,698 61,762 SH   SOLE   36,503 0 25,259
FRESHWORKS INC CLASS A COM 358054104 2,819 157,291 SH   SOLE   98,537 0 58,754
HUBSPOT INC COM 443573100 11,229 23,642 SH   SOLE   12,214 0 11,428
MERCADOLIBRE INC COM 58733R102 332 279 SH   SOLE   0 0 279
NCINO INC COM 63947X101 7,492 182,828 SH   SOLE   111,683 0 71,145
NETFLIX INC COM 64110L106 4,034 10,770 SH   SOLE   3,349 0 7,421
NEXTDOOR HOLDINGS INC COM CL A 65345M108 6,266 1,046,048 SH   SOLE   647,733 0 398,315
NYXOAH S A SHS B6S7WD106 1,195 62,445 SH   SOLE   58,715 0 3,730
REVANCE THERAPEUTICS INC COM 761330109 3,439 176,336 SH   SOLE   103,808 0 72,528
SALESFORCE COM INC COM 79466L302 251 1,180 SH   SOLE   0 0 1,180
SAREPTA THERAPEUTICS INC COM 803607100 4,632 59,299 SH   SOLE   33,074 0 26,225
SEA LTD SPONSORD ADS 81141R100 3,741 31,231 SH   SOLE   9,061 0 22,170
SERVICENOW INC COM 81762P102 6,191 11,117 SH   SOLE   3,319 0 7,798
SNAP INC CL A 83304A106 2,002 55,634 SH   SOLE   18,872 0 36,762
SPOTIFY TECHNOLOGY S A SHS L8681T102 217 1,437 SH   SOLE   0 0 1,437
THE TRADE DESK INC COM CL A 88339J105 329 4,750 SH   SOLE   0 0 4,750
TWILIO INC CL A 90138F102 5,975 36,254 SH   SOLE   22,420 0 13,834
VISA INC COM CL A 92826C839 342 1,540 SH   SOLE   0 0 1,540
ZSCALER INC COM 98980G102 4,146 17,184 SH   SOLE   8,832 0 8,352