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
ACCELERANT HOLDINGS CL A G00894108   297,800 20,000 SH   SOLE N/A 20,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   1,992,929 12,318 SH   SOLE N/A 12,318 0 0
ASTERA LABS INC COM 04626A103   4,096,136 20,920 SH   SOLE N/A 20,920 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   9,077,286 200,603 SH   SOLE N/A 200,603 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   13,647,101 1,139,157 SH   SOLE N/A 1,139,157 0 0
DUTCH BROS INC CL A 26701L100   16,245,237 310,379 SH   SOLE N/A 310,379 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   859,951 21,988 SH   SOLE N/A 21,988 0 0
ICICI BANK LIMITED ADR 45104G104   20,523,147 678,900 SH   SOLE N/A 678,900 0 0
MAPLEBEAR INC COM 565394103   11,391,777 309,896 SH   SOLE N/A 309,896 0 0
NETFLIX INC COM 64110L106   19,179,123 15,997 SH   SOLE N/A 15,997 0 0
SONOS INC COM 83570H108   9,717,000 615,000 SH   SOLE N/A 615,000 0 0
THE REALREAL INC COM 88339P101   15,339,951 1,443,081 SH   SOLE N/A 1,443,081 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   21,229,008 341,522 SH   SOLE N/A 341,522 0 0