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
AFFIRM HLDGS INC COM CL A 00827B106 30,001 298,335 SH   SOLE   298,335 0 0
ALBEMARLE CORP COM 012653101 5,166 22,100 SH   SOLE   22,100 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 20,895 223,400 SH   SOLE   223,400 0 0
DOCUSIGN INC COM 256163106 2,300 15,101 SH   SOLE   15,101 0 0
FIVE9 INC COM 338307101 19,198 139,805 SH   SOLE   139,805 0 0
FRESHWORKS INC CLASS A COM 358054104 1,996 76,000 SH   SOLE   76,000 0 0
HUBSPOT INC COM 443573100 5,405 8,200 SH   SOLE   8,200 0 0
MERCADOLIBRE INC COM 58733R102 21,665 16,067 SH   SOLE   16,067 0 0
MGM RESORTS INTERNATIONAL COM 552953101 11,815 263,256 SH   SOLE   263,256 0 0
MICROSOFT CORP COM 594918104 8,072 24,000 SH   SOLE   24,000 0 0
ROBLOX CORP CL A 771049103 13,573 131,575 SH   SOLE   131,575 0 0
SENTINELONE INC CL A 81730H109 13,077 258,995 SH   SOLE   258,995 0 0
SHOPIFY INC CL A 82509L107 7,851 5,700 SH   SOLE   5,700 0 0
TOAST INC CL A 888787108 5,453 157,105 SH   SOLE   157,105 0 0
TWILIO INC CL A 90138F102 13,293 50,479 SH   SOLE   50,479 0 0
UBER TECHNOLOGIES INC COM 90353T100 20,516 489,283 SH   SOLE   489,283 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 12,808 199,500 SH   SOLE   199,500 0 0