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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALTERYX INC - CLASS A COMMON CL A 02156B103   4,852,151 102,887 SH   SOLE   102,887 0 0
BOOKING HOLDINGS INC Common Stock 09857L108   31,758,261 8,953 SH   SOLE   8,953 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   28,062,557 3,240,480 SH   SOLE   3,240,480 0 0
CROWDSTRIKE HOLDINGS INC CL A 22788C105   42,331,035 165,796 SH   SOLE   165,796 0 0
DOORDASH INC CL A 25809K105   40,549,845 410,050 SH   SOLE   410,050 0 0
EQUINIX INC COMMON STOCKS 29444U700   14,220,771 17,657 SH   SOLE   17,657 0 0
EURONET WORLDWIDE INC COMMON STOCKS 298736109   29,859,474 294,211 SH   SOLE   294,211 0 0
I3 VERTICALS INC-CLASS A COMMON CL A 46571Y107   27,297,148 1,289,426 SH   SOLE   1,289,426 0 0
JAMF HOLDING CORP COMMON STOCKS 47074L105   20,478,288 1,133,903 SH   SOLE   1,133,903 0 0
LAM RESEARCH CORP COMMON STOCKS 512807108   56,785,567 72,499 SH   SOLE   72,499 0 0
MERCADOLIBRE INC COMMON STOCKS 58733R102   18,946,486 12,056 SH   SOLE   12,056 0 0
META PLATFORMS INC-CLASS A CL A 30303M102   46,828,908 132,300 SH   SOLE   132,300 0 0
NUTANIX INC CL A 67059N108   50,923,239 1,067,797 SH   SOLE   1,067,797 0 0
PALO ALTO NETWORKS INC COMMON STOCKS 697435105   61,667,960 209,129 SH   SOLE   209,129 0 0
SALESFORCE INC COMMON STOCKS 79466L302   54,823,903 208,345 SH   SOLE   208,345 0 0
SMART GLOBAL HOLDINGS INC SHS G8232Y101   20,608,012 1,088,643 SH   SOLE   1,088,643 0 0
TEXAS INSTRUMENTS INC COMMON STOCKS 882508104   13,198,718 77,430 SH   SOLE   77,430 0 0
WEAVE COMMUNICATIONS INC COMMON STOCKS 94724R108   110,334,755 9,619,421 SH   SOLE   9,619,421 0 0