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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
AMAZON COM INC COM 023135106 160,497,441 673,397 SH SOLE 641,748 0 31,649
ASTERA LABS INC COM 04626A103 165,356,101 342,338 SH SOLE 326,248 0 16,090
AXON ENTERPRISE INC COM 05464C101 216,729,584 386,596 SH SOLE 368,426 0 18,170
CLOUDFLARE INC CL A COM 18915M107 271,304,208 1,106,100 SH SOLE 1,054,113 0 51,987
CROWDSTRIKE HLDGS INC CL A 22788C105 105,723,889 138,538 SH SOLE 132,027 0 6,511
DATADOG INC CL A COM 23804L103 184,816,546 709,850 SH SOLE 676,487 0 33,363
META PLATFORMS INC CL A 30303M102 81,820,689 145,255 SH SOLE 138,428 0 6,827
NU HLDGS LTD ORD SHS CL A G6683N103 55,609,303 4,162,373 SH SOLE 3,966,741 0 195,632
SHOPIFY INC CL A SUB VTG SHS 82509L107 183,020,035 1,602,908 SH SOLE 1,527,571 0 75,337
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 158,360,779 331,597 SH SOLE 316,012 0 15,585
TESLA INC COM 88160R101 39,495,602 93,903 SH SOLE 89,489 0 4,414