The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| AMAZON COM INC | COM | 023135106 | 50,459,700 | 230,000 | SH | SOLE | 30,000 | 0 | 200,000 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 30,452,820 | 38,000 | SH | SOLE | 5,000 | 0 | 33,000 | ||
| COUPANG INC | CL A | 22266T109 | 34,603,800 | 1,155,000 | SH | SOLE | 155,000 | 0 | 1,000,000 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 27,076,750 | 115,000 | SH | SOLE | 15,000 | 0 | 100,000 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 24,725,360 | 44,000 | SH | SOLE | 6,000 | 0 | 38,000 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 39,204,450 | 15,000 | SH | SOLE | 2,000 | 0 | 13,000 | ||
| META PLATFORMS INC | CL A | 30303M102 | 59,416,245 | 80,500 | SH | SOLE | 10,500 | 0 | 70,000 | ||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 28,736,400 | 420,000 | SH | SOLE | 55,000 | 0 | 365,000 | ||
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | 38,065,500 | 330,000 | SH | SOLE | 45,000 | 0 | 285,000 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 35,297,640 | 46,000 | SH | SOLE | 6,000 | 0 | 40,000 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 25,657,500 | 275,000 | SH | SOLE | 35,000 | 0 | 240,000 | ||
| VISA INC | COM CL A | 92826C839 | 22,368,150 | 63,000 | SH | SOLE | 8,000 | 0 | 55,000 | ||