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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Alphabet Inc. CAP STK CL C 02079K107   9,095,318 51,273 SH   SOLE   51,273 0 0
Amazon com Inc. COM 023135106   11,611,874 52,928 SH   SOLE   52,928 0 0
Atlassian Corporation CL A 049468101   10,640,291 52,392 SH   SOLE   52,392 0 0
Autodesk Inc COM 052769106   13,040,327 42,124 SH   SOLE   42,124 0 0
Datadog Inc CL A COM 23804L103   11,162,017 83,094 SH   SOLE   83,094 0 0
Monday com Ltd SHS M7S64H106   20,138,041 64,036 SH   SOLE   64,036 0 0
Veeva Sys Inc CL A COM 922475108   10,719,767 37,224 SH   SOLE   37,224 0 0
Sprott Physical Gold Tr UNIT 85207H104   4,083,226 161,074 SH   SOLE   161,074 0 0
CONFIDENTIAL CONFIDENTIAL 000000000   0 0 SH   SOLE   0 0 0