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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
AMAZON COM INC COM 023135106   181,401,305 826,844 SH   SOLE   773,977 0 52,867
AXON ENTERPRISE INC COM 05464C101   225,811,290 379,949 SH   SOLE   355,878 0 24,071
CLOUDFLARE INC CL A COM 18915M107   125,688,404 1,167,240 SH   SOLE   1,092,708 0 74,532
DATADOG INC CL A COM 23804L103   116,504,647 815,345 SH   SOLE   763,699 0 51,646
META PLATFORMS INC CL A 30303M102   135,370,497 231,201 SH   SOLE   216,463 0 14,738
MICROSOFT ORD COM 594918104   51,188,647 121,444 SH   SOLE   113,692 0 7,752
MONDAY COM LTD SHS M7S64H106   58,638,451 249,059 SH   SOLE   233,145 0 15,914
SHOPIFY INC CL A 82509L107   195,135,859 1,835,191 SH   SOLE   1,718,301 0 116,890
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   74,948,837 379,507 SH   SOLE   355,325 0 24,182
TESLA INC COM 88160R101   64,408,038 159,489 SH   SOLE   149,287 0 10,202