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 | 181,399,550 | 826,836 | SH | SOLE | 773,777 | 0 | 53,059 | ||
| AXON ENTERPRISE INC | COM | 05464C101 | 358,219,832 | 432,664 | SH | SOLE | 404,899 | 0 | 27,765 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 228,326,422 | 1,165,942 | SH | SOLE | 1,091,121 | 0 | 74,821 | ||
| DATADOG INC | CL A COM | 23804L103 | 108,860,898 | 810,399 | SH | SOLE | 758,394 | 0 | 52,005 | ||
| META PLATFORMS INC | CL A | 30303M102 | 122,411,489 | 165,849 | SH | SOLE | 155,206 | 0 | 10,643 | ||
| MICROSOFT ORD | COM | 594918104 | 60,334,838 | 121,298 | SH | SOLE | 113,513 | 0 | 7,785 | ||
| MONDAY COM LTD | SHS | M7S64H106 | 78,247,026 | 248,814 | SH | SOLE | 232,847 | 0 | 15,967 | ||
| SHOPIFY INC | CL A | 82509L107 | 211,080,926 | 1,829,917 | SH | SOLE | 1,712,488 | 0 | 117,429 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 85,769,951 | 378,692 | SH | SOLE | 354,390 | 0 | 24,302 | ||
| TESLA INC | COM | 88160R101 | 50,660,416 | 159,480 | SH | SOLE | 149,246 | 0 | 10,234 | ||