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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   168,367,154 766,804 SH   SOLE   724,838 0 41,966
AXON ENTERPRISE INC COM 05464C101   309,716,918 431,577 SH   SOLE   407,957 0 23,620
CLOUDFLARE INC CL A COM 18915M107   249,554,865 1,162,938 SH   SOLE   1,099,289 0 63,649
CROWDSTRIKE HLDGS INC CL A 22788C105   75,858,353 154,693 SH   SOLE   146,227 0 8,466
DATADOG INC CL A COM 23804L103   115,102,917 808,307 SH   SOLE   764,069 0 44,238
META PLATFORMS INC CL A 30303M102   121,522,265 165,476 SH   SOLE   156,421 0 9,055
MONDAY COM LTD SHS M7S64H106   48,066,304 248,161 SH   SOLE   234,578 0 13,583
SHOPIFY INC CL A SUB VTG SHS 82509L107   271,249,362 1,825,243 SH   SOLE   1,725,348 0 99,895
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   105,489,229 377,705 SH   SOLE   357,032 0 20,673
TESLA INC COM 88160R101   46,631,116 104,855 SH   SOLE   99,116 0 5,739