The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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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 |
| AXON ENTERPRISE INC | COM | 05464C101 | 28,286,138 | 50,456 | SH | SOLE | 50,456 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 15,618,280 | 87,625 | SH | SOLE | 87,625 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 36,422,347 | 197,379 | SH | SOLE | 197,379 | 0 | 0 | ||
| GLOBAL E ONLINE LTD | SHS | M5216V106 | 48,180,026 | 1,387,274 | SH | SOLE | 1,387,274 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 44,799,214 | 26,393 | SH | SOLE | 26,393 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 24,085,093 | 211,998 | SH | SOLE | 211,998 | 0 | 0 | ||
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | 24,293,279 | 212,763 | SH | SOLE | 212,763 | 0 | 0 | ||