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 |
| APPFOLIO INC | COM CL A | 03783C100 | 19,573,800 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| CCC INTELLIGENT SOLUTIONS HL | COM | 12510Q100 | 14,115,000 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| CORPAY INC | COM SHS | 219948106 | 10,120,510 | 30,500 | SH | SOLE | 30,500 | 0 | 0 | ||
| HASBRO INC | COM | 418056107 | 15,502,200 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 11,879,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 12,496,250 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| RALPH LAUREN CORP | CL A | 751212101 | 9,599,800 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| SPORTRADAR GROUP AG | CLASS A ORD SHS | H8088L103 | 9,828,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| TKO GROUP HOLDINGS INC | CL A | 87256C101 | 10,917,000 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||