ALPHABET INC CAP STK CL A 02079K305 232047 80098 SH SOLE 80098 0 0 AMAZON COM INC COM 023135106 181465 54423 SH SOLE 54423 0 0 BLOCK INC CL A 852234103 263046 1628664 SH SOLE 1628664 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 211563 324498 SH SOLE 324498 0 0 CONFLUENT INC CLASS A COM 20717M103 1525 20000 SH SOLE 20000 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 214269 1566635 SH SOLE 1566635 0 0 LENNAR CORP CL A 526057104 1554 13380 SH SOLE 13380 0 0 MATCH GROUP INC NEW COM 57667L107 1919 14509 SH SOLE 14509 0 0 MICROSOFT CORP COM 594918104 238327 708631 SH SOLE 708631 0 0 NIKE INC CL B 654106103 200433 1202576 SH SOLE 1202576 0 0 RENAISSANCERE HLDGS LTD COM G7496G103 142257 840115 SH SOLE 840115 0 0 ROBLOX CORP CL A 771049103 70716 685495 SH SOLE 685495 0 0 S&P GLOBAL INC COM 78409V104 87833 186114 SH SOLE 186114 0 0 SALESFORCE COM INC COM 79466L302 202189 795612 SH SOLE 795612 0 0 SNAP INC CL A 83304A106 816 17341 SH SOLE 17341 0 0 STARBUCKS CORP COM 855244109 97453 833148 SH SOLE 833148 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 87626 476461 SH SOLE 476461 0 0