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
AAON INC COM PAR $0.004 000360206 52,536,255 712,356 SH SOLE 712,356 0 0
ACV AUCTIONS INC COM CL A 00091G104 51,208,649 3,157,130 SH SOLE 3,157,130 0 0
AFFIRM HLDGS INC COM CL A 00827B106 120,323,167 1,740,283 SH SOLE 1,740,283 0 0
API GROUP CORP COM STK 00187Y100 85,924,450 2,524,696 SH SOLE 2,524,696 0 0
APPLOVIN CORP COM CL A 03831W108 89,335,865 255,187 SH SOLE 255,187 0 0
ASTERA LABS INC COM 04626A103 66,419,819 734,570 SH SOLE 734,570 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 39,608,060 128,535 SH SOLE 128,535 0 0
COSTAR GROUP INC COM 22160N109 64,583,873 803,282 SH SOLE 803,282 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 52,588,426 129,248 SH SOLE 129,248 0 0
DOORDASH INC CL A 25809K105 58,080,468 235,611 SH SOLE 235,611 0 0
DUOLINGO INC CL A COM 26603R106 33,600,729 81,949 SH SOLE 81,949 0 0
EXACT SCIENCES CORP COM 30063P105 72,199,352 1,358,663 SH SOLE 1,358,663 0 0
GLOBAL E ONLINE LTD SHS M5216V106 55,616,397 1,658,211 SH SOLE 1,658,211 0 0
HUBSPOT INC COM 443573100 51,087,501 91,780 SH SOLE 91,780 0 0
ILLUMINA INC COM 452327109 66,650,087 698,565 SH SOLE 698,565 0 0
KINSALE CAP GROUP INC COM 49714P108 70,461,647 145,612 SH SOLE 145,612 0 0
MEDPACE HLDGS INC COM 58506Q109 70,452,468 224,471 SH SOLE 224,471 0 0
MONGODB INC CL A 60937P106 72,473,219 345,127 SH SOLE 345,127 0 0
NCINO INC COM 63947X101 44,190,474 1,579,924 SH SOLE 1,579,924 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 61,447,865 898,098 SH SOLE 898,098 0 0
ROBINHOOD MKTS INC COM CL A 770700102 85,824,161 916,631 SH SOLE 916,631 0 0
SHIFT4 PMTS INC CL A 82452J109 101,883,395 1,027,983 SH SOLE 1,027,983 0 0
SNOWFLAKE INC CL A 833445109 111,943,180 500,260 SH SOLE 500,260 0 0
SWEETGREEN INC COM CL A 87043Q108 58,029,217 3,899,813 SH SOLE 3,899,813 0 0
VEEVA SYS INC CL A COM 922475108 59,070,458 205,120 SH SOLE 205,120 0 0