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
ADVANCED MICRO DEVICES INC COM 007903107 3,876,424 27,318 SH SOLE N/A 27,318 0 0
ASTERA LABS INC COM 04626A103 1,891,586 20,920 SH SOLE N/A 20,920 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 11,341,056 230,603 SH SOLE N/A 230,603 0 0
CHIME FINL INC COM SHS CL A 16935C109 360,975 10,460 SH SOLE N/A 10,460 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105 14,358,580 959,157 SH SOLE N/A 959,157 0 0
DUTCH BROS INC CL A 26701L100 18,485,812 270,379 SH SOLE N/A 270,379 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106 2,102,633 61,988 SH SOLE N/A 61,988 0 0
ICICI BANK LIMITED ADR 45104G104 22,333,596 663,900 SH SOLE N/A 663,900 0 0
JAMF HLDG CORP COM 47074L105 2,710,350 285,000 SH SOLE N/A 285,000 0 0
MAPLEBEAR INC COM 565394103 14,019,695 309,896 SH SOLE N/A 309,896 0 0
NETFLIX INC COM 64110L106 21,422,063 15,997 SH SOLE N/A 15,997 0 0
SONOS INC COM 83570H108 5,567,150 515,000 SH SOLE N/A 515,000 0 0
THE REALREAL INC COM 88339P101 7,511,108 1,568,081 SH SOLE N/A 1,568,081 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101 20,864,207 391,522 SH SOLE N/A 391,522 0 0