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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON COM INC COM 023135106   8,821,664 48,906 SH   SOLE   48,906 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   7,140,575 63,500 SH   SOLE   63,500 0 0
APPLOVIN CORP COM CL A 03831W108   11,027,923 159,317 SH   SOLE   159,317 0 0
BLEND LABS INC CL A 09352U108   12,054,227 3,708,993 SH   SOLE   3,708,993 0 0
BLOCK INC CL A 852234103   4,229,000 50,000 SH   SOLE   50,000 0 0
CARVANA CO CL A 146869102   1,055,184 12,003 SH   SOLE   12,003 0 0
COMPASS INC CL A 20464U100   2,370,006 658,335 SH   SOLE   658,335 0 0
CONFLUENT INC CLASS A COM 20717M103   5,031,527 164,860 SH   SOLE   164,860 0 0
COUPANG INC CL A 22266T109   7,167,804 402,912 SH   SOLE   402,912 0 0
DATADOG INC CL A COM 23804L103   3,708,000 30,000 SH   SOLE   30,000 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   3,867,600 110,000 SH   SOLE   110,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432   8,591,496 90,800 SH Put SOLE   90,800 0 0
KKR & CO INC COM 48251W104   5,738,391 57,053 SH   SOLE   57,053 0 0
MAPLEBEAR INC COM 565394103   1,678,050 45,000 SH Call SOLE   45,000 0 0
MAPLEBEAR INC COM 565394103   13,361,343 358,309 SH   SOLE   358,309 0 0
META PLATFORMS INC CL A 30303M102   9,957,789 20,507 SH   SOLE   20,507 0 0
MONDAY COM LTD SHS M7S64H106   5,827,446 25,800 SH   SOLE   25,800 0 0
MR COOPER GROUP INC COM 62482R107   7,023,295 90,100 SH   SOLE   90,100 0 0
NATIONAL VISION HLDGS INC COM 63845R107   7,318,362 330,251 SH   SOLE   330,251 0 0
NCINO INC COM 63947X101   1,869,000 50,000 SH   SOLE   50,000 0 0
NETEASE INC SPONSORED ADS 64110W102   8,277,600 80,000 SH   SOLE   80,000 0 0
PAYONEER GLOBAL INC *W EXP 99/99/999 70451X112   352,653 1,306,124 SH   SOLE   1,306,124 0 0
PAYONEER GLOBAL INC COM 70451X104   5,552,929 1,142,578 SH   SOLE   1,142,578 0 0
PINTEREST INC CL A 72352L106   7,897,722 227,797 SH   SOLE   227,797 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   5,998,410 73,000 SH   SOLE   73,000 0 0
TABOOLA.COM LTD *W EXP 99/99/999 M8744T114   207,163 481,774 SH   SOLE   481,774 0 0
UNITY SOFTWARE INC COM 91332U101   4,005,000 150,000 SH   SOLE   150,000 0 0
WIX COM LTD SHS M98068105   9,004,940 65,500 SH   SOLE   65,500 0 0
ZENVIA INC CLASS A COM G9889V101   2,799,847 1,052,574 SH   SOLE   1,052,574 0 0