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
Estimated average burden
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   3,876,424 27,318 SH   SOLE N/A 27,318 0 0
ASTERA LABS INC COM 04626A103   1,891,586 20,920 SH   SOLE N/A 20,920 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   11,341,056 230,603 SH   SOLE N/A 230,603 0 0
CHIME FINL INC COM SHS CL A 16935C109   360,975 10,460 SH   SOLE N/A 10,460 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   14,358,580 959,157 SH   SOLE N/A 959,157 0 0
DUTCH BROS INC CL A 26701L100   18,485,812 270,379 SH   SOLE N/A 270,379 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   2,102,633 61,988 SH   SOLE N/A 61,988 0 0
ICICI BANK LIMITED ADR 45104G104   22,333,596 663,900 SH   SOLE N/A 663,900 0 0
JAMF HLDG CORP COM 47074L105   2,710,350 285,000 SH   SOLE N/A 285,000 0 0
MAPLEBEAR INC COM 565394103   14,019,695 309,896 SH   SOLE N/A 309,896 0 0
NETFLIX INC COM 64110L106   21,422,063 15,997 SH   SOLE N/A 15,997 0 0
SONOS INC COM 83570H108   5,567,150 515,000 SH   SOLE N/A 515,000 0 0
THE REALREAL INC COM 88339P101   7,511,108 1,568,081 SH   SOLE N/A 1,568,081 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   20,864,207 391,522 SH   SOLE N/A 391,522 0 0