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
ACCELERANT HOLDINGS CL A G00894108 327,000 20,000 SH SOLE N/A 20,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 2,638,023 12,318 SH SOLE N/A 12,318 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 7,634,375 87,500 SH SOLE N/A 87,500 0 0
ASTERA LABS INC COM 04626A103 3,480,251 20,920 SH SOLE N/A 20,920 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 5,453,279 133,332 SH SOLE N/A 133,332 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105 13,031,956 1,139,157 SH SOLE N/A 1,139,157 0 0
DUTCH BROS INC CL A 26701L100 17,470,902 285,379 SH SOLE N/A 285,379 0 0
ICICI BANK LIMITED ADR 45104G104 20,231,220 678,900 SH SOLE N/A 678,900 0 0
MAPLEBEAR INC COM 565394103 13,039,522 289,896 SH SOLE N/A 289,896 0 0
NETFLIX INC COM 64110L106 13,123,587 139,970 SH SOLE N/A 139,970 0 0
SONOS INC COM 83570H108 16,682,000 950,000 SH SOLE N/A 950,000 0 0
THE REALREAL INC COM 88339P101 21,193,818 1,343,081 SH SOLE N/A 1,343,081 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101 23,673,986 331,522 SH SOLE N/A 331,522 0 0