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
APPFOLIO INC COM CL A 03783C100   30,842,500 125,000 SH   SOLE   0 0 0
AVID BIOSERVICES INC COM 05368M106   18,425,000 2,750,000 SH   SOLE   0 0 0
CLOUDFLARE INC CL A COM 18915M107   15,976,950 165,000 SH   SOLE   0 0 0
COSTAR GROUP INC COM 22160N109   6,279,000 65,000 SH   SOLE   0 0 0
DATADOG INC CL A COM 23804L103   32,939,400 266,500 SH   SOLE   0 0 0
ENFUSION INC CL A 292812104   17,604,508 1,903,190 SH   SOLE   0 0 0
EPAM SYS INC COM 29414B104   17,950,400 65,000 SH   SOLE   0 0 0
FIRST WATCH RESTAURANT GROUP COM 33748L101   15,768,765 640,486 SH   SOLE   0 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108   30,682,927 4,613,974 SH   SOLE   0 0 0
GRINDR INC *W EXP 11/18/202 39854F119   1,744,050 755,000 SH   SOLE   0 0 0
GROCERY OUTLET HLDG CORP COM 39874R101   104,327,500 3,625,000 SH   SOLE   0 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   35,918,100 90,000 SH   SOLE   0 0 0
KURA SUSHI USA INC CL A COM 501270102   53,366,871 463,415 SH   SOLE   0 0 0
LPL FINL HLDGS INC COM 50212V100   8,005,260 30,300 SH   SOLE   0 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107   114,469,906 13,202,988 SH   SOLE   0 0 0
OSCAR HEALTH INC CL A 687793109   2,778,534 186,855 SH   SOLE   0 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   161,874,900 1,970,000 SH   SOLE   0 0 0
REPLIGEN CORP COM 759916109   46,503,988 252,849 SH   SOLE   0 0 0
ROBLOX CORP CL A 771049103   60,591,202 1,586,988 SH   SOLE   0 0 0
SEA LTD SPONSORD ADS 81141R100   30,346,150 565,000 SH   SOLE   0 0 0
SHAKE SHACK INC CL A 819047101   186,536,089 1,793,099 SH   SOLE   0 0 0
SHARKNINJA INC COM SHS G8068L108   5,917,550 95,000 SH   SOLE   0 0 0
TOAST INC CL A 888787108   93,981,793 3,771,340 SH   SOLE   0 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   5,329,500 275,000 SH   SOLE   0 0 0
SEA LTD SPONSORD ADS 81141R100   10,742,000 200,000 SH Call SOLE   0 0 0