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

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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
AEVA TECHNOLOGIES INC COM NEW 00835Q202 743,963 25,904 SH SOLE 25,904 0 0
BLOOM ENERGY CORP COM CL A 093712107 62,137,045 205,276 SH SOLE 205,276 0 0
CARVANA CO CL A 146869102 13,807,720 209,780 SH SOLE 209,780 0 0
CEREBRAS SYSTEMS INC COM CL A 15675D103 13,746,200 62,200 SH SOLE 62,200 0 0
CLOUDFLARE INC CL A COM 18915M107 22,026,144 89,800 SH SOLE 89,800 0 0
MERCADOLIBRE INC COM 58733R102 9,449,370 5,567 SH SOLE 5,567 0 0
PONY AI INC SPONSORED ADS 732908108 5,837,305 839,900 SH SOLE 839,900 0 0
ROBINHOOD MKTS INC COM CL A 770700102 13,337,240 133,000 SH SOLE 133,000 0 0
SEA LTD SPONSORD ADS 81141R100 18,293,947 190,900 SH SOLE 190,900 0 0
TOAST INC CL A 888787108 6,567,245 236,062 SH SOLE 236,062 0 0
UNITY SOFTWARE INC COM 91332U101 40,009,142 1,399,900 SH SOLE 1,399,900 0 0