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
AFFIRM HLDGS INC COM CL A 00827B106 125,110,340 1,534,155 SH SOLE 1,534,155 0 0
ALPHABET INC CAP STK CL C 02079K107 358,465,298 1,014,534 SH SOLE 1,014,534 0 0
AMAZON COM INC COM 023135106 512,905,297 2,151,990 SH SOLE 2,151,990 0 0
AURORA INNOVATION INC CLASS A COM 051774107 78,798,232 11,553,993 SH SOLE 11,553,993 0 0
CONSTELLATION ENERGY CORP COM 21037T109 138,272,298 556,719 SH SOLE 556,719 0 0
COUPANG INC CL A 22266T109 200,229,079 11,527,293 SH SOLE 11,527,293 0 0
DOORDASH INC CL A 25809K105 266,988,707 1,446,858 SH SOLE 1,446,858 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 351,151,095 1,479,590 SH SOLE 1,479,590 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 328,807,039 994,998 SH SOLE 994,998 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 129,980,553 1,366,203 SH SOLE 1,366,203 0 0
MERCADOLIBRE INC COM 58733R102 519,820,595 306,247 SH SOLE 306,247 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 116,437,557 8,715,386 SH SOLE 8,715,386 0 0
NVIDIA CORPORATION COM 67066G104 202,387,233 1,011,481 SH SOLE 1,011,481 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 10,196,617 89,303 SH SOLE 89,303 0 0
VERISIGN INC COM 92343E102 94,081,176 373,991 SH SOLE 373,991 0 0
VISA INC COM CL A 92826C839 296,634,242 864,596 SH SOLE 864,596 0 0