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
AKAMAI TECHNOLOGIES INC COM 00971T101 5,604,496 70,267 SH SOLE 1 70,267 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 366,417 4,594 SH SOLE 4,594 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 7,086,277 88,845 SH SOLE 2 88,845 0 0
APPLOVIN CORP COM CL A 03831W108 11,732,931 33,515 SH SOLE 1 33,515 0 0
APPLOVIN CORP COM CL A 03831W108 767,025 2,191 SH SOLE 2,191 0 0
APPLOVIN CORP COM CL A 03831W108 14,834,990 42,376 SH SOLE 2 42,376 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302 8,166,931 174,619 SH SOLE 1 174,619 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302 506,051 10,820 SH SOLE 10,820 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302 9,785,079 209,217 SH SOLE 2 209,217 0 0
CACI INTL INC CL A 127190304 11,319,242 23,745 SH SOLE 1 23,745 0 0
CACI INTL INC CL A 127190304 689,785 1,447 SH SOLE 1,447 0 0
CACI INTL INC CL A 127190304 13,341,880 27,988 SH SOLE 2 27,988 0 0
CAMECO CORP COM 13321L108 12,875,268 173,451 SH SOLE 1 173,451 0 0
CAMECO CORP COM 13321L108 841,694 11,339 SH SOLE 11,339 0 0
CAMECO CORP COM 13321L108 16,279,381 219,310 SH SOLE 2 219,310 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 11,323,640 142,849 SH SOLE 1 142,849 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 740,303 9,339 SH SOLE 9,339 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 14,317,510 180,617 SH SOLE 2 180,617 0 0
EQUIFAX INC COM 294429105 7,577,754 29,216 SH SOLE 1 29,216 0 0
EQUIFAX INC COM 294429105 495,397 1,910 SH SOLE 1,910 0 0
EQUIFAX INC COM 294429105 9,564,009 36,874 SH SOLE 2 36,874 0 0
FISERV INC COM 337738108 13,465,049 78,099 SH SOLE 1 78,099 0 0
FISERV INC COM 337738108 880,325 5,106 SH SOLE 5,106 0 0
FISERV INC COM 337738108 17,025,143 98,748 SH SOLE 2 98,748 0 0
FAIR ISAAC CORP COM 303250104 9,382,919 5,133 SH SOLE 1 5,133 0 0
FAIR ISAAC CORP COM 303250104 614,195 336 SH SOLE 336 0 0
FAIR ISAAC CORP COM 303250104 11,863,460 6,490 SH SOLE 2 6,490 0 0
GODADDY INC CL A 380237107 10,989,602 61,033 SH SOLE 1 61,033 0 0
GODADDY INC CL A 380237107 718,439 3,990 SH SOLE 3,990 0 0
GODADDY INC CL A 380237107 13,881,186 77,092 SH SOLE 2 77,092 0 0
ALPHABET INC CAP STK CL A 02079K305 17,158,281 97,363 SH SOLE 1 97,363 0 0
ALPHABET INC CAP STK CL A 02079K305 1,121,704 6,365 SH SOLE 6,365 0 0
ALPHABET INC CAP STK CL A 02079K305 21,691,270 123,085 SH SOLE 2 123,085 0 0
NEXGEN ENERGY LTD COM 65340P106 3,329,909 479,814 SH SOLE 1 479,814 0 0
NEXGEN ENERGY LTD COM 65340P106 217,687 31,367 SH SOLE 31,367 0 0
NEXGEN ENERGY LTD COM 65340P106 4,210,297 606,671 SH SOLE 2 606,671 0 0
PINTEREST INC CL A 72352L106 11,017,877 307,247 SH SOLE 1 307,247 0 0
PINTEREST INC CL A 72352L106 720,284 20,086 SH SOLE 20,086 0 0
PINTEREST INC CL A 72352L106 13,918,163 388,125 SH SOLE 2 388,125 0 0
PINTEREST INC CL A 72352L106 5,762,702 160,700 SH Call SOLE 1 160,700 0 0
PINTEREST INC CL A 72352L106 333,498 9,300 SH Call SOLE 9,300 0 0
PINTEREST INC CL A 72352L106 6,454,800 180,000 SH Call SOLE 2 180,000 0 0
TRIMBLE INC COM 896239100 14,980,445 197,163 SH SOLE 1 197,163 0 0
TRIMBLE INC COM 896239100 979,306 12,889 SH SOLE 12,889 0 0
TRIMBLE INC COM 896239100 18,941,054 249,290 SH SOLE 2 249,290 0 0
TRUPANION INC COM 898202106 2,529,495 45,700 SH Put SOLE 1 45,700 0 0
TRUPANION INC COM 898202106 149,445 2,700 SH Put SOLE 2,700 0 0
TRUPANION INC COM 898202106 2,856,060 51,600 SH Put SOLE 2 51,600 0 0
UBER TECHNOLOGIES INC COM 90353T100 3,195,898 34,254 SH SOLE 1 34,254 0 0
UBER TECHNOLOGIES INC COM 90353T100 208,899 2,239 SH SOLE 2,239 0 0
UBER TECHNOLOGIES INC COM 90353T100 4,040,823 43,310 SH SOLE 2 43,310 0 0
UR-ENERGY INC COM 91688R108 2,269,708 2,161,627 SH SOLE 1 2,161,627 0 0
UR-ENERGY INC COM 91688R108 148,398 141,331 SH SOLE 141,331 0 0
UR-ENERGY INC COM 91688R108 2,870,985 2,734,271 SH SOLE 2 2,734,271 0 0
WORKDAY INC CL A 98138H101 18,228,960 75,954 SH SOLE 1 75,954 0 0
WORKDAY INC CL A 98138H101 1,191,600 4,965 SH SOLE 4,965 0 0
WORKDAY INC CL A 98138H101 23,048,400 96,035 SH SOLE 2 96,035 0 0
ZOETIS INC CL A 98978V103 5,585,349 35,815 SH SOLE 1 35,815 0 0
ZOETIS INC CL A 98978V103 365,079 2,341 SH SOLE 2,341 0 0
ZOETIS INC CL A 98978V103 7,062,040 45,284 SH SOLE 2 45,284 0 0