The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 C | 02079K107 | 15,699 | 5,621 | SH | SOLE | 5,621 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 18,826 | 5,775 | SH | SOLE | 5,775 | 0 | 0 | ||
| AVALARA INC | COM | 05338G106 | 10,715 | 107,681 | SH | SOLE | 107,681 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160N109 | 13,208 | 198,286 | SH | SOLE | 198,286 | 0 | 0 | ||
| MARKETAXESS HLDGS INC | COM | 57060D108 | 10,997 | 32,326 | SH | SOLE | 32,326 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 16,313 | 13,714 | SH | SOLE | 13,714 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 7,102 | 31,937 | SH | SOLE | 31,937 | 0 | 0 | ||
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 8,852 | 110,789 | SH | SOLE | 110,789 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 9,569 | 82,738 | SH | SOLE | 82,738 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 3,531 | 29,478 | SH | SOLE | 29,478 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 8,469 | 15,207 | SH | SOLE | 15,207 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 7,737 | 51,234 | SH | SOLE | 51,234 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 6,210 | 37,677 | SH | SOLE | 37,677 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 16,780 | 75,662 | SH | SOLE | 75,662 | 0 | 0 | ||