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
QXO INC COM NEW 82846H405 27,781,969 1,289,785 SH SOLE 1,289,785 0 0
MICROSOFT CORP COM 594918104 19,594,472 39,393 SH SOLE 39,393 0 0
VISA INC COM CL A 92826C839 14,811,976 41,718 SH SOLE 41,718 0 0
META PLATFORMS INC CL A 30303M102 13,648,760 18,492 SH SOLE 18,492 0 0
SERVICENOW INC COM 81762P102 13,465,792 13,098 SH SOLE 13,098 0 0
NVIDIA CORPORATION COM 67066G104 10,648,526 67,400 SH SOLE 67,400 0 0
DOORDASH INC CL A 25809K105 9,668,615 39,222 SH SOLE 39,222 0 0
ZILLOW GROUP INC CL A 98954M101 8,475,158 123,743 SH SOLE 123,743 0 0
SPOTIFY TECHNOLOGY S A ORD L8681T102 7,620,454 9,931 SH SOLE 9,931 0 0
CELESTICA INC COM 15101Q207 5,787,466 37,073 SH SOLE 37,073 0 0
NETFLIX INC COM 64110L106 5,614,972 4,193 SH SOLE 4,193 0 0
PLANET FITNESS INC CL A 72703H101 4,588,170 42,074 SH SOLE 42,074 0 0
REDDIT INC CL A 75734B100 2,800,602 18,600 SH SOLE 18,600 0 0
ROBLOX CORP CL A 771049103 1,988,280 18,900 SH SOLE 18,900 0 0