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
AFFIRM HLDGS INC COM CL A 00827B106 94,083,637 2,081,957 SH SOLE 2,081,957 0 0
ALPHABET INC CAP STK CL C 02079K107 230,434,563 1,474,970 SH SOLE 1,474,970 0 0
AMAZON COM INC COM 023135106 428,894,556 2,254,255 SH SOLE 2,254,255 0 0
ATLASSIAN CORPORATION CL A 049468101 156,008,091 735,159 SH SOLE 735,159 0 0
AURORA INNOVATION INC CLASS A COM 051774107 59,766,433 8,887,202 SH SOLE 8,887,202 0 0
BOOKING HOLDINGS INC COM 09857L108 131,720,771 28,592 SH SOLE 28,592 0 0
COUPANG INC CL A 22266T109 241,411,142 11,008,260 SH SOLE 11,008,260 0 0
DUOLINGO INC CL A COM 26603R106 154,565,385 497,731 SH SOLE 497,731 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 250,147,230 1,561,176 SH SOLE 1,561,176 0 0
FIRST WATCH RESTAURANT GROUP COM 33748L101 30,795,341 1,849,570 SH SOLE 1,849,570 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 275,540,523 1,210,901 SH SOLE 1,210,901 0 0
MAPLEBEAR INC COM 565394103 18,627,792 466,979 SH SOLE 466,979 0 0
MERCADOLIBRE INC COM 58733R102 420,151,068 215,366 SH SOLE 215,366 0 0
MICROSOFT CORP COM 594918104 220,554,764 587,535 SH SOLE 587,535 0 0
PAYPAL HLDGS INC COM 70450Y103 146,890,213 2,251,191 SH SOLE 2,251,191 0 0
ROBLOX CORP CL A 771049103 174,944,669 3,001,281 SH SOLE 3,001,281 0 0
SHERWIN WILLIAMS CO COM 824348106 122,061,809 349,557 SH SOLE 349,557 0 0
VISA INC COM CL A 92826C839 135,863,529 387,672 SH SOLE 387,672 0 0