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
BLOCK INC CL A 852234103   324,028,109 4,978,155 SH   SOLE   4,978,155 0 0
CARVANA CO CL A 146869102   413,351,709 979,460 SH   SOLE   979,460 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   73,110,593 9,196,301 SH   SOLE   9,196,301 0 0
CHIME FINL INC COM SHS CL A 16935C109   215,175,410 8,548,884 SH   SOLE   8,548,884 0 0
COMSTOCK RES INC COM 205768302   99,632,322 4,298,202 SH   SOLE   4,298,202 0 0
COUPANG INC CL A 22266T109   508,990,956 21,576,556 SH   SOLE   21,576,556 0 0
DATADOG INC CL A COM 23804L103   36,962,082 271,800 SH   SOLE   271,800 0 0
DAYFORCE INC COM 15677J108   328,499,073 4,749,842 SH   SOLE   4,749,842 0 0
DUOLINGO INC CL A COM 26603R106   203,560,169 1,159,887 SH   SOLE   1,159,887 0 0
EXPAND ENERGY CORPORATION COM 165167735   145,633,042 1,319,618 SH   SOLE   1,319,618 0 0
FIGMA INC CLASS A COM STK 316841105   16,112,636 431,165 SH   SOLE   431,165 0 0
GEMINI SPACE STA INC CL A COM 36866J105   8,035,200 810,000 SH   SOLE   810,000 0 0
GLOBAL E ONLINE LTD SHS M5216V106   446,759,251 11,365,028 SH   SOLE   11,365,028 0 0
JAMF HLDG CORP COM 47074L105   56,311,001 4,328,286 SH   SOLE   4,328,286 0 0
KLARNA GROUP PLC SHS G5279N105   239,479,339 8,283,616 SH   SOLE   8,283,616 0 0
MEDLINE INC COM CL A 58507V107   22,050,000 525,000 SH   SOLE   525,000 0 0
MERCADOLIBRE INC COM 58733R102   322,670,352 160,193 SH   SOLE   160,193 0 0
NAVAN INC CL A 639193101   35,791,260 2,095,507 SH   SOLE   2,095,507 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   82,934,965 4,954,299 SH   SOLE   4,954,299 0 0
NVIDIA CORPORATION COM 67066G104   493,924,176 2,648,387 SH   SOLE   2,648,387 0 0
OSCAR HEALTH INC CL A 687793109   9,447,341 657,435 SH   SOLE   657,435 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   208,119,181 1,835,428 SH   SOLE   1,835,428 0 0
ROOT INC CL A NEW 77664L207   11,146,534 154,320 SH   SOLE   154,320 0 0
SAILPOINT INC COM 78781J109   161,840,000 8,000,000 SH   SOLE   8,000,000 0 0
SERVICETITAN INC SHS CL A 81764X103   106,594,253 1,000,885 SH   SOLE   1,000,885 0 0
WEALTHFRONT CORP COM 947002101   8,892,453 654,338 SH   SOLE   654,338 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   6,813,900 670,000 SH   SOLE   670,000 0 0