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   74,150,362 596,064 SH   SOLE   463,495 0 132,569
ALPHABET INC CAP STK CL A 02079K305   38,812,447 374,168 SH   SOLE   291,539 0 82,629
AMAZON COM INC COM 023135106   229,015,931 2,217,213 SH   SOLE   1,768,874 0 448,339
AXON ENTERPRISE INC COM 05464C101   776,857 3,455 SH   SOLE   3,455 0 0
BLOCK INC CL A 852234103   113,202,134 1,648,975 SH   SOLE   1,298,278 0 350,697
COSTCO WHSL CORP NEW COM 22160K105   41,031,028 82,579 SH   SOLE   76,396 0 6,183
COURSERA INC COM 22266M104   180,288 15,650 SH   SOLE   15,650 0 0
DOXIMITY INC CL A 26622P107   324,933 10,035 SH   SOLE   10,035 0 0
FARFETCH LTD ORD SH CL A 30744W107   88,503 18,025 SH   SOLE   18,025 0 0
INTUIT COM 461202103   82,035,395 184,006 SH   SOLE   148,473 0 35,533
INTUITIVE SURGICAL INC COM NEW 46120E602   32,349,400 126,627 SH   SOLE   118,281 0 8,346
MASTERCARD INCORPORATED CL A 57636Q104   55,341,165 152,283 SH   SOLE   140,427 0 11,856
META PLATFORMS INC CL A 30303M102   28,318,787 133,617 SH   SOLE   124,298 0 9,319
MICROSOFT CORP COM 594918104   242,796,170 842,165 SH   SOLE   676,332 0 165,833
NETFLIX INC COM 64110L106   829,152 2,400 SH   SOLE   2,400 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   43,905,524 5,195,920 SH   SOLE   3,637,346 0 1,558,574
ROKU INC COM CL A 77543R102   14,528,054 220,724 SH   SOLE   147,678 0 73,046
SALESFORCE INC COM 79466L302   53,048,383 265,534 SH   SOLE   211,780 0 53,754
SERVICENOW INC COM 81762P102   246,773,291 531,015 SH   SOLE   421,938 0 109,077
SPOTIFY TECHNOLOGY S A SHS L8681T102   121,184,387 906,933 SH   SOLE   706,659 0 200,274
TESLA INC COM 88160R101   302,792,227 1,459,521 SH   SOLE   1,118,589 0 340,932
VISA INC COM CL A 92826C839   83,834,821 371,839 SH   SOLE   297,514 0 74,325
WAYFAIR INC CL A 94419L101   183,891 5,355 SH   SOLE   5,355 0 0
WORKDAY INC CL A 98138H101   114,665,225 555,172 SH   SOLE   512,313 0 42,859
YETI HLDGS INC COM 98585X104   582,200 14,555 SH   SOLE   14,555 0 0