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 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AMAZON COM INCCOM0231351067,5572,400SH SOLE 2,40000
BILL COM HOLDINGS INCCOM09004310014,043140,000SH SOLE 140,00000
CARVANA COCL A14686910216,73075,000SH SOLE 75,00000
FASTLY INCCL A31188V10011,710125,000SH SOLE 125,00000
JD.COM INCSPON ADR CL A47215P1061,16415,000SH SOLE 15,00000
JFROG LTDORD SHSM6191J1002,54030,000SH SOLE 30,00000
MICROSOFT CORPCOM5949181046,31030,000SH SOLE 30,00000
NCINO INCCOM63947U1071,99225,000SH SOLE 25,00000
SEA INCSPONSORD ADS81141R10015,01997,500SH SOLE 97,50000
SERVICENOW INCCOM81762P1027,03314,500SH SOLE 14,50000
SNOWFLAKE INCCL A83344510910,04040,000SH SOLE 40,00000
SQUARE INCCL A8522341036,09637,500SH SOLE 37,50000
ZOOMINFO TECHNOLOGIES INCCOM CL A98980F1044,299100,000SH SOLE 100,00000