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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   121,732,676 639,218 SH   SOLE   639,218 0 0
AUTOZONE INC COM 053332102   120,299,140 37,570 SH   SOLE   37,570 0 0
DANAHER CORPORATION COM 235851102   90,624,274 394,791 SH   SOLE   394,791 0 0
HERC HLDGS INC COM 42704L104   51,668,725 272,903 SH   SOLE   272,903 0 0
META PLATFORMS INC CL A 30303M102   121,930,701 208,247 SH   SOLE   208,247 0 0
PAYPAL HLDGS INC COM 70450Y103   111,055,969 1,301,183 SH   SOLE   1,301,183 0 0
SEMRUSH HLDGS INC CL A COM 81686C104   26,830,754 2,258,481 SH   SOLE   2,258,481 0 0
SMARTSHEET INC COM CL A 83200N103   81,116,144 1,447,727 SH   SOLE   1,447,727 0 0
SPROUT SOCIAL INC COM CL A 85209W109   70,821,836 2,306,149 SH   SOLE   2,306,149 0 0
UPWORK INC COM 91688F104   49,788,072 3,045,142 SH   SOLE   3,045,142 0 0
WIX COM LTD SHS M98068105   124,168,882 578,741 SH   SOLE   578,741 0 0