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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
AFFIRM HLDGS INC COM CL A 00827B106   14,686,750 325,000 SH   SOLE   325,000 0 0
BBB FOODS INC CL A COM G0896C103   61,072,067 2,289,058 SH   SOLE   2,289,058 0 0
CLOUDFLARE INC CL A COM 18915M107   18,593,850 165,000 SH   SOLE   165,000 0 0
FIRST WATCH RESTAURANT GROUP COM 33748L101   24,820,172 1,490,701 SH   SOLE   1,490,701 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108   123,217,177 4,864,476 SH   SOLE   4,864,476 0 0
KURA SUSHI USA INC CL A COM 501270102   28,488,448 556,415 SH   SOLE   556,415 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107   27,672,150 12,521,335 SH   SOLE   12,521,335 0 0
MONDAY COM LTD SHS M7S64H106   8,267,440 34,000 SH   SOLE   34,000 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   14,080,000 1,375,000 SH   SOLE   1,375,000 0 0
OSCAR HEALTH INC CL A 687793109   2,449,669 186,855 SH   SOLE   186,855 0 0
REPLIGEN CORP COM 759916109   30,694,487 241,233 SH   SOLE   241,233 0 0
ROBLOX CORP CL A 771049103   68,957,070 1,183,000 SH   SOLE   1,183,000 0 0
SHAKE SHACK INC CL A 819047101   142,711,521 1,618,595 SH   SOLE   1,618,595 0 0
SHARKNINJA INC COM SHS G8068L108   6,255,750 75,000 SH   SOLE   75,000 0 0
TOAST INC CL A 888787108   58,473,403 1,762,840 SH   SOLE   1,762,840 0 0
WARBY PARKER INC CL A COM 93403J106   21,420,250 1,175,000 SH   SOLE   1,175,000 0 0
WINGSTOP INC COM 974155103   25,716,120 114,000 SH   SOLE   114,000 0 0