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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
KINSALE CAP GROUP INC COM 49714P108 39,461,047 115,498 SH SOLE None 115,498 0 0
E L F BEAUTY INC COM 26856L103 36,640,866 604,535 SH SOLE None 604,535 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 224,333,914 663,808 SH SOLE None 663,808 0 0
TESLA INC COM 88160R101 267,608,327 719,861 SH SOLE None 719,861 0 0
NVIDIA CORPORATION COM 67066G104 154,200,818 884,179 SH SOLE None 884,179 0 0
CAVA GROUP INC COM 148929102 83,458,867 1,031,630 SH SOLE None 1,031,630 0 0
MICRON TECHNOLOGY INC COM 595112103 85,344,465 252,618 SH SOLE None 252,618 0 0