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    <nameOfIssuer>AKAMAI TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00971T101</cusip>
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      <Sole>87500</Sole>
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    <nameOfIssuer>ASTERA LABS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>04626A103</cusip>
    <value>2292832</value>
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      <Sole>20920</Sole>
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    <nameOfIssuer>BIRKENSTOCK HOLDING PLC</nameOfIssuer>
    <titleOfClass>COM SHS</titleOfClass>
    <cusip>M2029K104</cusip>
    <value>6568786</value>
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      <sshPrnamt>183332</sshPrnamt>
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      <Sole>183332</Sole>
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      <None>0</None>
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    <nameOfIssuer>DOUBLEVERIFY HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>25862V105</cusip>
    <value>9301992</value>
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      <sshPrnamt>979157</sshPrnamt>
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      <None>0</None>
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    <nameOfIssuer>DUTCH BROS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>26701L100</cusip>
    <value>15977100</value>
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      <sshPrnamt>315379</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
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      <Sole>315379</Sole>
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      <None>0</None>
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    <nameOfIssuer>DYNATRACE INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>268150109</cusip>
    <value>1619798</value>
    <shrsOrPrnAmt>
      <sshPrnamt>43802</sshPrnamt>
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    <otherManager>N/A</otherManager>
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      <Sole>43802</Sole>
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      <None>0</None>
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    <nameOfIssuer>FORGENT POWER SOLUTIONS INC</nameOfIssuer>
    <titleOfClass>COM SHS CL A</titleOfClass>
    <cusip>34631F102</cusip>
    <value>8195600</value>
    <shrsOrPrnAmt>
      <sshPrnamt>280000</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
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      <Sole>280000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>FTAI AVIATION LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G3730V105</cusip>
    <value>4410000</value>
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      <sshPrnamtType>SH</sshPrnamtType>
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    <otherManager>N/A</otherManager>
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      <Sole>18000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ICICI BANK LIMITED</nameOfIssuer>
    <titleOfClass>ADR</titleOfClass>
    <cusip>45104G104</cusip>
    <value>18360510</value>
    <shrsOrPrnAmt>
      <sshPrnamt>708900</sshPrnamt>
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    <otherManager>N/A</otherManager>
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      <Sole>708900</Sole>
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      <None>0</None>
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    <nameOfIssuer>MAPLEBEAR INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>565394103</cusip>
    <value>3297117</value>
    <shrsOrPrnAmt>
      <sshPrnamt>88017</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
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      <Sole>88017</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>NETFLIX INC.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>64110L106</cusip>
    <value>12015866</value>
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      <sshPrnamt>124970</sshPrnamt>
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    <otherManager>N/A</otherManager>
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      <Sole>124970</Sole>
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    <nameOfIssuer>SONOS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>83570H108</cusip>
    <value>15678000</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
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      <Sole>1170000</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>THE REALREAL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88339P101</cusip>
    <value>12876175</value>
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      <sshPrnamt>1418081</sshPrnamt>
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      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>TOAST INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>888787108</cusip>
    <value>1988250</value>
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      <sshPrnamt>75000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <otherManager>N/A</otherManager>
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      <Sole>75000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>VIKING HOLDINGS LTD</nameOfIssuer>
    <titleOfClass>ORD SHS</titleOfClass>
    <cusip>G93A5A101</cusip>
    <value>22890637</value>
    <shrsOrPrnAmt>
      <sshPrnamt>311522</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>311522</Sole>
      <Shared>0</Shared>
      <None>0</None>
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