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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON COM INC COM 023135106 32,600 10,000 SH   SOLE   10,000 0 0
BILL COM HLDGS INC COM 090043100 49,894 220,000 SH   SOLE   220,000 0 0
CARVANA CO CL A 146869102 61,434 515,000 SH   SOLE   515,000 0 0
MICROSOFT CORP COM 594918104 38,539 125,000 SH   SOLE   125,000 0 0
SNOWFLAKE INC CL A 833445109 12,602 55,000 SH   SOLE   55,000 0 0
TASKUS INC CLASS A COM 87652V109 65,382 1,700,000 SH   SOLE   1,700,000 0 0