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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hours per response: 23.8
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
ADVANCED MICRO DEVICES INC COM 007903107   5,375,151 52,318 SH   SOLE N/A 52,318 0 0
ASTERA LABS INC COM 04626A103   1,248,296 20,920 SH   SOLE N/A 20,920 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   12,292,523 268,103 SH   SOLE N/A 268,103 0 0
BRAZE INC COM CL A 10576N102   2,074,600 57,500 SH   SOLE N/A 57,500 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   6,339,479 474,157 SH   SOLE N/A 474,157 0 0
DUTCH BROS INC CL A 26701L100   16,693,199 270,379 SH   SOLE N/A 270,379 0 0
FIVE BELOW INC COM 33829M101   1,356,292 18,102 SH   SOLE N/A 18,102 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   2,294,176 61,988 SH   SOLE N/A 61,988 0 0
ICICI BANK LIMITED ADR 45104G104   20,618,808 654,150 SH   SOLE N/A 654,150 0 0
JAMF HLDG CORP COM 47074L105   3,341,250 275,000 SH   SOLE N/A 275,000 0 0
MAPLEBEAR INC COM 565394103   13,359,001 334,896 SH   SOLE N/A 334,896 0 0
NETFLIX INC COM 64110L106   14,917,682 15,997 SH   SOLE N/A 15,997 0 0
SONOS INC COM 83570H108   5,495,050 515,000 SH   SOLE N/A 515,000 0 0
THE REALREAL INC COM 88339P101   7,912,957 1,468,081 SH   SOLE N/A 1,468,081 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   16,954,250 426,522 SH   SOLE N/A 426,522 0 0