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
ALPHABET INC CAP STK CL A 02079K305   4,891,207 55,437 SH   SOLE   55,437 0 0
AMAZON COM INC COM 023135106   3,646,692 43,413 SH   SOLE   43,413 0 0
BLOCK INC CL A 852234103   1,999,946 31,826 SH   SOLE   31,826 0 0
CROWN CASTLE INC COM 22822V101   3,122,297 23,019 SH   SOLE   23,019 0 0
DOORDASH INC CL A 25809K105   1,133,356 23,215 SH   SOLE   23,215 0 0
GITLAB INC CLASS A COM 37637K108   3,621,795 79,705 SH   SOLE   79,705 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101   7,695,242 315,767 SH   SOLE   315,767 0 0
META PLATFORMS INC CL A 30303M102   9,249,212 76,859 SH   SOLE   76,859 0 0
MICRON TECHNOLOGY INC COM 595112103   5,674,929 113,544 SH   SOLE   113,544 0 0
NETFLIX INC COM 64110L106   4,200,271 14,244 SH   SOLE   14,244 0 0
PAYPAL HLDGS INC COM 70450Y103   4,908,767 68,924 SH   SOLE   68,924 0 0
SALESFORCE INC COM 79466L302   4,598,619 34,683 SH   SOLE   34,683 0 0
SERVICENOW INC COM 81762P102   3,806,987 9,805 SH   SOLE   9,805 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   6,066,019 81,434 SH   SOLE   81,434 0 0
ZILLOW GROUP INC CL A 98954M101   2,839,673 90,986 SH   SOLE   90,986 0 0