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
AIRBNB INC COM CL A 009066101 87,973,873 614,772 SH SOLE 614,772 0 0
AMAZON COM INC COM 023135106 115,172,562 483,228 SH SOLE 483,228 0 0
CME GROUP INC COM 12572Q105 15,847,202 71,762 SH SOLE 71,762 0 0
DOORDASH INC CL A 25809K105 6,811,187 36,911 SH SOLE 36,911 0 0
FAIR ISAAC CORP COM 303250104 56,718,596 47,472 SH SOLE 47,472 0 0
INTUIT COM 461202103 67,179,573 257,393 SH SOLE 257,393 0 0
MASTERCARD INCORPORATED CL A 57636Q104 13,015,651 25,342 SH SOLE 25,342 0 0
MICROSOFT CORP COM 594918104 57,782,663 154,905 SH SOLE 154,905 0 0
MSCI INC COM 55354G100 66,703,564 119,105 SH SOLE 119,105 0 0
S&P GLOBAL INC COM 78409V104 47,468,189 116,555 SH SOLE 116,555 0 0
UBER TECHNOLOGIES INC COM 90353T100 63,129,609 874,856 SH SOLE 874,856 0 0
VERISK ANALYTICS INC COM 92345Y106 39,911,494 222,311 SH SOLE 222,311 0 0
VISA INC COM CL A 92826C839 76,150,198 221,954 SH SOLE 221,954 0 0
WD 40 CO COM 929236107 7,491,686 30,749 SH SOLE 30,749 0 0