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 10,674,363 90,300 SH SOLE N/A 90,300 0 0
ASTERA LABS INC COM 04626A103 9,523,705 19,717 SH SOLE N/A 19,717 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 5,234,944 121,658 SH SOLE N/A 121,658 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105 4,011,450 370,060 SH SOLE N/A 370,060 0 0
DUTCH BROS INC CL A 26701L100 16,844,400 234,569 SH SOLE N/A 234,569 0 0
DYNATRACE INC COM NEW 268150109 3,640,051 82,898 SH SOLE N/A 82,898 0 0
FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102 10,773,495 192,866 SH SOLE N/A 192,866 0 0
FTAI AVIATION LTD SHS G3730V105 7,429,836 27,464 SH SOLE N/A 27,464 0 0
ICICI BANK LIMITED ADR 45104G104 16,280,663 560,822 SH SOLE N/A 560,822 0 0
MAPLEBEAR INC COM 565394103 2,406,564 50,825 SH SOLE N/A 50,825 0 0
NETFLIX INC. COM 64110L106 4,819,072 67,494 SH SOLE N/A 67,494 0 0
SONOS INC COM 83570H108 12,661,536 935,812 SH SOLE N/A 935,812 0 0
THE REALREAL INC COM 88339P101 15,331,763 1,300,404 SH SOLE N/A 1,300,404 0 0
TOAST INC CL A 888787108 2,064,578 74,212 SH SOLE N/A 74,212 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 9,278,197 27,711 SH SOLE N/A 27,711 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101 21,690,345 207,226 SH SOLE N/A 207,226 0 0