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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BILL HOLDINGS INC COM 090043100   6,806,672 83,888 SH   SOLE   83,888 0 0
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106   9,055,902 7,546,585 SH   SOLE   7,546,585 0 0
CVENT HOLDING CORP COMMON STOCK 126677103   4,773,251 570,963 SH   SOLE   570,963 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   3,819,956 25,814 SH   SOLE   25,814 0 0
DLOCAL LTD CLASS A COM G29018101   10,661,357 657,297 SH   SOLE   657,297 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   7,905,922 330,377 SH   SOLE   330,377 0 0
MERCADOLIBRE INC COM 58733R102   14,059,746 10,667 SH   SOLE   10,667 0 0
NETFLIX INC COM 64110L106   15,892,080 46,000 SH   SOLE   46,000 0 0
NEXTDOOR HOLDINGS INC COM CL A 65345M108   7,157,531 3,329,084 SH   SOLE   3,329,084 0 0
PALO ALTO NETWORKS INC COM 697435105   9,747,312 48,800 SH   SOLE   48,800 0 0
SENTINELONE INC CL A 81730H109   11,307,508 691,168 SH   SOLE   691,168 0 0
SPLUNK INC COM 848637104   7,353,996 76,700 SH   SOLE   76,700 0 0
TOAST INC CL A 888787108   7,926,316 446,553 SH   SOLE   446,553 0 0
UBER TECHNOLOGIES INC COM 90353T100   8,273,700 261,000 SH   SOLE   261,000 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   5,327,723 215,610 SH   SOLE   215,610 0 0