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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

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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
1STDIBS COM INC COM 320551104 2,695,000 550,000 SH SOLE 550,000 0 0
ALPHABET INC CAP STK CL C 02079K107 8,833,250 25,000 SH SOLE 25,000 0 0
AMAZON COM INC COM 023135106 8,341,900 35,000 SH SOLE 35,000 0 0
COGENT COMM HOLDINGS INC COM NEW 19239V302 8,319,922 599,418 SH SOLE 599,418 0 0
DARLING INGREDIENTS INC COM 237266101 8,930,370 163,500 SH SOLE 163,500 0 0
ENOVA INTL INC COM 29357K103 8,425,550 35,000 SH SOLE 35,000 0 0
META PLATFORMS INC CL A 30303M102 8,167,705 14,500 SH SOLE 14,500 0 0