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
ACTIVISION BLIZZARD INC COM 00507V109   81,556,973 871,056 SH   SOLE   871,056 0 0
ADOBE INC COM 00724F101   58,162,763 114,067 SH   SOLE   114,067 0 0
AMAZON COM INC COM 023135106   115,618,437 909,522 SH   SOLE   909,522 0 0
APPLOVIN CORP COM CL A 03831W108   18,527,654 463,655 SH   SOLE   463,655 0 0
BLOCK INC CL A 852234103   31,501,524 711,738 SH   SOLE   711,738 0 0
BROADCOM INC COM 11135F101   80,219,908 96,583 SH   SOLE   96,583 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   19,862,918 1,487,859 SH   SOLE   1,487,859 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   68,121,799 3,423,206 SH   SOLE   3,423,206 0 0
MARVELL TECHNOLOGY INC COM 573874104   69,338,365 1,280,960 SH   SOLE   1,280,960 0 0
MATCH GROUP INC NEW COM 57667L107   74,399,711 1,899,163 SH   SOLE   1,899,163 0 0
META PLATFORMS INC CL A 30303M102   120,219,395 400,451 SH   SOLE   400,451 0 0
MICROSOFT CORP COM 594918104   148,863,179 471,459 SH   SOLE   471,459 0 0
MONGODB INC CL A 60937P106   58,073,698 167,911 SH   SOLE   167,911 0 0
NETFLIX INC COM 64110L106   135,520,640 358,900 SH   SOLE   358,900 0 0
NEW RELIC INC COM 64829B100   102,075,137 1,192,188 SH   SOLE   1,192,188 0 0
NEWS CORP NEW CL A 65249B109   34,907,750 1,740,167 SH   SOLE   1,740,167 0 0
NVIDIA CORPORATION COM 67066G104   391,491 900 SH   SOLE   900 0 0
ORACLE CORP COM 68389X105   164,118,803 1,549,460 SH   SOLE   1,549,460 0 0
PINTEREST INC CL A 72352L106   68,809,406 2,545,668 SH   SOLE   2,545,668 0 0
SEMTECH CORP COM 816850101   36,744,709 1,426,979 SH   SOLE   1,426,979 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   135,768,508 877,965 SH   SOLE   877,965 0 0
TRIMBLE INC COM 896239100   163,609,768 3,037,686 SH   SOLE   3,037,686 0 0
TWILIO INC CL A 90138F102   30,868,722 527,400 SH   SOLE   527,400 0 0
UNITY SOFTWARE INC COM 91332U101   72,227,229 2,300,963 SH   SOLE   2,300,963 0 0
WESTERN UN CO COM 959802109   50,297,279 3,816,182 SH   SOLE   3,816,182 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   160,275,690 3,472,177 SH   SOLE   3,472,177 0 0