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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   150,472,829 790,880 SH   SOLE   739,398 0 51,482
AXON ENTERPRISE INC COM 05464C101   217,710,166 413,937 SH   SOLE   387,016 0 26,921
CLOUDFLARE INC CL A COM 18915M107   125,713,357 1,115,568 SH   SOLE   1,042,962 0 72,606
DATADOG INC CL A COM 23804L103   76,913,545 775,260 SH   SOLE   724,840 0 50,420
META PLATFORMS INC CL A 30303M102   127,228,588 220,745 SH   SOLE   206,381 0 14,364
MICROSOFT ORD COM 594918104   43,561,382 116,043 SH   SOLE   108,491 0 7,552
MONDAY COM LTD SHS M7S64H106   57,904,177 238,132 SH   SOLE   222,632 0 15,500
SHOPIFY INC CL A 82509L107   167,216,797 1,751,328 SH   SOLE   1,637,373 0 113,955
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   60,130,180 362,230 SH   SOLE   338,659 0 23,571
TESLA INC COM 88160R101   39,548,334 152,602 SH   SOLE   142,668 0 9,934