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
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106 3,370 3,149,760 SH   SOLE   3,149,760 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 10,012 59,400 SH   SOLE   59,400 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 4,954 38,714 SH   SOLE   38,714 0 0
DATADOG INC CL A COM 23804L103 3,245 34,072 SH   SOLE   34,072 0 0
DLOCAL LTD CLASS A COM G29018101 9,195 350,273 SH   SOLE   350,273 0 0
DYNATRACE INC COM NEW 268150109 5,537 140,400 SH   SOLE   140,400 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109 9,813 477,277 SH   SOLE   477,277 0 0
FIVE9 INC COM 338307101 10,522 115,454 SH   SOLE   115,454 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 6,808 32,400 SH   SOLE   32,400 0 0
MERCADOLIBRE INC COM 58733R102 11,315 17,767 SH   SOLE   17,767 0 0
MICROSOFT CORP COM 594918104 5,137 20,000 SH   SOLE   20,000 0 0
NEXTDOOR HOLDINGS INC COM CL A 65345M108 2,055 620,877 SH   SOLE   620,877 0 0
PALO ALTO NETWORKS INC COM 697435105 6,273 12,700 SH   SOLE   12,700 0 0
SENTINELONE INC CL A 81730H109 9,799 420,000 SH   SOLE   420,000 0 0
TESLA INC COM 88160R101 6,667 9,900 SH   SOLE   9,900 0 0
TOAST INC CL A 888787108 6,101 471,453 SH   SOLE   471,453 0 0
TWILIO INC CL A 90138F102 7,769 92,700 SH   SOLE   92,700 0 0
UBER TECHNOLOGIES INC COM 90353T100 5,907 288,700 SH   SOLE   288,700 0 0
UNITY SOFTWARE INC COM 91332U101 8,424 228,800 SH   SOLE   228,800 0 0