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
Expires: July 31, 2015
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
ACV AUCTIONS INC COM CL A 00091G104 9,444,612 670,306 SH SOLE 0 0 0
AMAZON.COM INC COM 023135106 32,383,013 170,204 SH SOLE 0 0 0
CHEWY INC CL A 16679L109 10,597,837 325,987 SH SOLE 0 0 0
MASTERCARD INC CL A 57636Q104 23,462,825 42,806 SH SOLE 0 0 0
META PLATFORMS INC CL A 30303M102 16,859,683 29,252 SH SOLE 0 0 0
MICROSOFT CORP COM 594918104 13,342,487 35,543 SH SOLE 0 0 0
SERVICENOW INC COM 81762P102 15,601,159 19,596 SH SOLE 0 0 0
OKTA INC CL A 679295105 11,875,129 112,860 SH SOLE 0 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 10,421,257 157,850 SH SOLE 0 0 0
PTC INC COM 69370C100 10,376,847 66,969 SH SOLE 0 0 0
BIO-TECHNE CORP COM 09073M104 8,485,520 144,730 SH SOLE 0 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 10,796,925 21,698 SH SOLE 0 0 0
UBER TECHNOLOGIES INC COM 90353T100 12,025,689 165,052 SH SOLE 0 0 0
VERISIGN INC COM 92343E102 11,300,769 44,514 SH SOLE 0 0 0
WORKDAY INC CL A 98138H101 10,555,322 45,199 SH SOLE 0 0 0