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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AIRBNB INC COM CL A 009066101   53,540,186 393,273 SH   SOLE   301,713 0 91,560
ALPHABET INC CAP STK CL A 02079K305   43,055,531 308,222 SH   SOLE   249,251 0 58,971
AMAZON COM INC COM 023135106   271,785,106 1,788,766 SH   SOLE   1,403,259 0 385,507
ASML HOLDING N V N Y REGISTRY SHS N07059210   82,935,724 109,570 SH   SOLE   100,589 0 8,981
AXON ENTERPRISE INC COM 05464C101   892,530 3,455 SH   SOLE   3,455 0 0
BLOCK INC CL A 852234103   177,222,386 2,291,175 SH   SOLE   1,889,582 0 401,593
COSTCO WHSL CORP NEW COM 22160K105   52,282,957 79,207 SH   SOLE   73,024 0 6,183
COURSERA INC COM 22266M104   303,141 15,650 SH   SOLE   15,650 0 0
INTUIT COM 461202103   98,319,094 157,303 SH   SOLE   122,770 0 34,533
INTUITIVE SURGICAL INC COM NEW 46120E602   43,198,273 128,048 SH   SOLE   118,053 0 9,995
MASTERCARD INCORPORATED CL A 57636Q104   54,448,267 127,660 SH   SOLE   116,414 0 11,246
META PLATFORMS INC CL A 30303M102   88,095,689 248,886 SH   SOLE   228,710 0 20,176
MICROSOFT CORP COM 594918104   261,222,579 694,667 SH   SOLE   538,141 0 156,526
NETFLIX INC COM 64110L106   1,100,349 2,260 SH   SOLE   2,260 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   57,260,473 3,334,914 SH   SOLE   2,418,153 0 916,761
ROKU INC COM CL A 77543R102   33,777,352 368,507 SH   SOLE   268,982 0 99,525
SALESFORCE INC COM 79466L302   48,571,697 184,585 SH   SOLE   145,541 0 39,044
SERVICENOW INC COM 81762P102   272,183,044 385,261 SH   SOLE   300,901 0 84,360
SPOTIFY TECHNOLOGY S A SHS L8681T102   190,397,553 1,013,238 SH   SOLE   804,610 0 208,628
TESLA INC COM 88160R101   346,707,623 1,395,314 SH   SOLE   1,089,527 0 305,787
VISA INC COM CL A 92826C839   88,232,094 338,898 SH   SOLE   269,364 0 69,534
WAYFAIR INC CL A 94419L101   480,026 7,780 SH   SOLE   7,780 0 0
WORKDAY INC CL A 98138H101   164,686,630 596,561 SH   SOLE   546,010 0 50,551
YETI HLDGS INC COM 98585X104   688,415 13,295 SH   SOLE   13,295 0 0