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
ALPHABET INC-CL A CAP STK CL A 02079K305 12,200,969 34,141 SH SOLE 34,141 0 0
AMAZON.COM INC COM 023135106 9,087,904 38,130 SH SOLE 38,130 0 0
APPFOLIO INC - A COM CL A 03783C100 14,154,095 88,270 SH SOLE 88,270 0 0
DOORDASH INC - A CL A 25809K105 7,887,550 42,744 SH SOLE 42,744 0 0
META PLATFORMS INC CL A 30303M102 20,341,528 36,112 SH SOLE 36,112 0 0
KINSALE CAPITAL GROUP INC COM 49714P108 313,320 950 SH SOLE 950 0 0
MERCADOLIBRE INC COM 58733R102 9,960,285 5,868 SH SOLE 5,868 0 0
MICROSOFT CORP COM 594918104 23,267,496 62,376 SH SOLE 62,376 0 0
PERIMETER SOLUTIONS INC COMMON STOCK 71385M107 8,375,968 234,950 SH SOLE 234,950 0 0
S&P GLOBAL INC COM 78409V104 5,779,019 14,190 SH SOLE 14,190 0 0
TRANSDIGM GROUP INC COM 893641100 354,323 266 SH SOLE 266 0 0
UNITEDHEALTH GROUP INC COM 91324P102 207,815 500 SH SOLE 500 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839 2,957,093 8,619 SH SOLE 8,619 0 0
WORKDAY INC-CLASS A CL A 98138H101 3,830,522 31,290 SH SOLE 31,290 0 0
MONDAY.COM LTD SHS M7S64H106 9,699,681 133,992 SH SOLE 133,992 0 0