The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| AMERIPRISE FINL INC | COM | 03076C106 | 1,605,660 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 427,724 | 2,200 | SH | SOLE | 2,200 | 0 | 0 | ||
| BARFRESH FOOD GROUP INC | COM NEW | 067532200 | 2,881,770 | 1,440,885 | SH | SOLE | 1,440,885 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 563,800 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | 1,641,900 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| E L F BEAUTY INC | COM | 26856L103 | 8,702,400 | 117,600 | SH | SOLE | 117,600 | 0 | 0 | ||
| ETORO GROUP LTD | SHS CL A | G32089107 | 40,259,400 | 1,020,000 | SH | SOLE | 1,020,000 | 0 | 0 | ||
| GLOBAL E ONLINE LTD | SHS | M5216V106 | 22,900,858 | 659,397 | SH | SOLE | 659,397 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 822,150 | 3,150 | SH | SOLE | 3,150 | 0 | 0 | ||
| ITURAN LOCATION AND CONTROL | SHS | M6158M104 | 49,115,124 | 805,034 | SH | SOLE | 805,034 | 0 | 0 | ||
| MONDAY COM LTD | SHS | M7S64H106 | 44,693,658 | 617,401 | SH | SOLE | 617,401 | 0 | 0 | ||
| NAVAN INC | CL A | 639193101 | 3,343,777 | 146,208 | SH | SOLE | 146,208 | 0 | 0 | ||
| ODDITY TECH LTD | SHS CL A | M7518J104 | 6,959,800 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
| PLANET FITNESS MASTER ISSUER | CL A | 72703H101 | 260,850 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| SWEETGREEN INC | COM CL A | 87043Q108 | 9,893,630 | 1,123,000 | SH | SOLE | 1,123,000 | 0 | 0 | ||