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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
ALPHABET INC CAP STK CL C 02079K107   75,506,013 451,618 SH   SOLE   451,618 0 0
APPLOVIN CORP COM CL A 03831W108   91,227,818 698,796 SH   SOLE   698,796 0 0
AUTOZONE INC COM 053332102   92,793,878 29,458 SH   SOLE   29,458 0 0
DANAHER CORPORATION COM 235851102   82,708,726 297,492 SH   SOLE   297,492 0 0
HERC HLDGS INC COM 42704L104   67,926,746 426,060 SH   SOLE   426,060 0 0
META PLATFORMS INC CL A 30303M102   133,189,042 232,669 SH   SOLE   232,669 0 0
PAYPAL HLDGS INC COM 70450Y103   90,711,670 1,162,523 SH   SOLE   1,162,523 0 0
SEMRUSH HLDGS INC CL A COM 81686C104   33,210,107 2,113,947 SH   SOLE   2,113,947 0 0
SMARTSHEET INC COM CL A 83200N103   82,668,313 1,493,286 SH   SOLE   1,493,286 0 0
SPROUT SOCIAL INC COM CL A 85209W109   57,442,146 1,975,994 SH   SOLE   1,975,994 0 0
UPWORK INC COM 91688F104   27,662,665 2,647,145 SH   SOLE   2,647,145 0 0
WIX COM LTD SHS M98068105   92,594,460 553,894 SH   SOLE   553,894 0 0