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
AIRBNB INC COM CL A 009066101   67,412,475 788,450 SH   SOLE   618,325 0 170,125
ALPHABET INC CAP STK CL A 02079K305   38,962,544 441,602 SH   SOLE   336,873 0 104,729
AMAZON COM INC COM 023135106   182,265,888 2,169,832 SH   SOLE   1,730,885 0 438,947
AXON ENTERPRISE INC COM 05464C101   573,288 3,455 SH   SOLE   3,455 0 0
BLOCK INC CL A 852234103   119,241,979 1,897,549 SH   SOLE   1,363,121 0 534,428
COSTCO WHSL CORP NEW COM 22160K105   36,192,233 79,282 SH   SOLE   73,099 0 6,183
COURSERA INC COM 22266M104   185,140 15,650 SH   SOLE   15,650 0 0
DOXIMITY INC CL A 26622P107   336,775 10,035 SH   SOLE   10,035 0 0
FARFETCH LTD ORD SH CL A 30744W107   85,258 18,025 SH   SOLE   18,025 0 0
INTUIT COM 461202103   67,607,125 173,699 SH   SOLE   138,166 0 35,533
INTUITIVE SURGICAL INC COM NEW 46120E602   29,380,879 110,725 SH   SOLE   102,379 0 8,346
MASTERCARD INCORPORATED CL A 57636Q104   52,407,084 150,712 SH   SOLE   137,806 0 12,906
META PLATFORMS INC CL A 30303M102   16,079,470 133,617 SH   SOLE   124,298 0 9,319
MICROSOFT CORP COM 594918104   197,199,669 822,282 SH   SOLE   653,740 0 168,542
NETFLIX INC COM 64110L106   707,712 2,400 SH   SOLE   2,400 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   36,354,020 5,662,620 SH   SOLE   3,637,346 0 2,025,274
ROKU INC COM CL A 77543R102   10,355,057 254,424 SH   SOLE   147,678 0 106,746
SALESFORCE INC COM 79466L302   43,719,166 329,732 SH   SOLE   251,264 0 78,468
SERVICENOW INC COM 81762P102   207,061,285 533,292 SH   SOLE   418,601 0 114,691
SPOTIFY TECHNOLOGY S A SHS L8681T102   55,863,836 707,585 SH   SOLE   526,214 0 181,371
TESLA INC COM 88160R101   228,790,837 1,857,370 SH   SOLE   1,380,706 0 476,664
VISA INC COM CL A 92826C839   75,289,731 362,388 SH   SOLE   290,785 0 71,603
WAYFAIR INC CL A 94419L101   176,126 5,355 SH   SOLE   5,355 0 0
WORKDAY INC CL A 98138H101   74,606,758 445,866 SH   SOLE   413,485 0 32,381
YETI HLDGS INC COM 98585X104   601,267 14,555 SH   SOLE   14,555 0 0