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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INCORPORATED COM 00724F101 22,626 39,900 SH   SOLE   39,900 0 0
ALPHABET INC CAP STK CL A 02079K305 825,656 285,000 SH   SOLE   285,000 0 0
AMAZON COM INC COM 023135106 1,928,916 578,500 SH   SOLE   578,500 0 0
ANSYS INC COM 03662Q105 2,607 6,500 SH   SOLE   6,500 0 0
APPFOLIO INC COM CL A 03783C100 15,798 130,500 SH   SOLE   130,500 0 0
APPLE INC COM 037833100 38,266 215,500 SH   SOLE   215,500 0 0
ATLASSIAN CORP PLC CL A G06242104 11,820 31,000 SH   SOLE   31,000 0 0
AURORA INNOVATION INC CLASS A COM 051774107 6,396 568,000 SH   SOLE   568,000 0 0
AUTODESK INC COM 052769106 23,901 85,000 SH   SOLE   85,000 0 0
AVID TECHNOLOGY INC COM 05367P100 3,778 116,000 SH   SOLE   116,000 0 0
AXON ENTERPRISE INC COM 05464C101 4,082 26,000 SH   SOLE   26,000 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 157,047 4,198,000 SH   SOLE   4,198,000 0 0
CANADIAN NATL RY CO COM 136375102 45,151 367,500 SH   SOLE   367,500 0 0
CANADIAN PAC RY LTD COM 13645T100 122,909 1,708,500 SH   SOLE   1,708,500 0 0
CARVANA CO CL A 146869102 3,013 13,000 SH   SOLE   13,000 0 0
COSTAR GROUP INC COM 22160N109 854 10,800 SH   SOLE   10,800 0 0
DANAHER CORPORATION COM 235851102 20,892 63,500 SH   SOLE   63,500 0 0
DOXIMITY INC CL A 26622P107 993 19,800 SH   SOLE   19,800 0 0
DUCK CREEK TECHNOLOGIES INC SHS 264120106 7,543 250,500 SH   SOLE   250,500 0 0
FARFETCH LTD ORD SH CL A 30744W107 1,839 55,000 SH   SOLE   55,000 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 259,530 2,286,000 SH   SOLE   2,286,000 0 0
HUBSPOT INC COM 443573100 4,284 6,500 SH   SOLE   6,500 0 0
INSTRUCTURE HLDGS INC COM 457790103 46,905 1,956,000 SH   SOLE   1,956,000 0 0
INTUIT COM 461202103 18,460 28,700 SH   SOLE   28,700 0 0
META PLATFORMS INC CL A 30303M102 10,528 31,300 SH   SOLE   31,300 0 0
MICROSOFT CORP COM 594918104 1,388,329 4,128,000 SH   SOLE   4,128,000 0 0
MOODYS CORP COM 615369105 16,209 41,500 SH   SOLE   41,500 0 0
NAUTILUS BIOTECHNOLOGY INC COM 63909J108 570 110,000 SH   SOLE   110,000 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 903 65,000 SH   SOLE   65,000 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 15,114 189,000 SH   SOLE   189,000 0 0
PROCTER AND GAMBLE CO COM 742718109 353 2,160 SH   SOLE   2,160 0 0
RENALYTIX PLC ADS 75973T101 105 6,600 SH   SOLE   6,600 0 0
REPUBLIC SVCS INC COM 760759100 77,534 556,000 SH   SOLE   556,000 0 0
RINGCENTRAL INC CL A 76680R206 10,773 57,500 SH   SOLE   57,500 0 0
S&P GLOBAL INC COM 78409V104 21,567 45,700 SH   SOLE   45,700 0 0
SEA LTD SPONSORD ADS 81141R100 23,825 106,500 SH   SOLE   106,500 0 0
SERA PROGNOSTICS INC CLASS A COM 81749D107 2,583 376,000 SH   SOLE   376,000 0 0
SHOPIFY INC CL A 82509L107 130,163 94,500 SH   SOLE   94,500 0 0
SMITH & WESSON BRANDS INC COM 831754106 1,531 86,000 SH   SOLE   86,000 0 0
SUN CMNTYS INC COM 866674104 3,800 18,100 SH   SOLE   18,100 0 0
T-MOBILE US INC COM 872590104 119,691 1,032,000 SH   SOLE   1,032,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 9,008 13,500 SH   SOLE   13,500 0 0
TWITTER INC COM 90184L102 17,828 412,500 SH   SOLE   412,500 0 0
TYLER TECHNOLOGIES INC COM 902252105 66,437 123,500 SH   SOLE   123,500 0 0
UNION PAC CORP COM 907818108 34,388 136,500 SH   SOLE   136,500 0 0
VEEVA SYS INC CL A COM 922475108 36,789 144,000 SH   SOLE   144,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 274,868 5,290,000 SH   SOLE   5,290,000 0 0
WASTE CONNECTIONS INC COM 94106B101 50,215 368,500 SH   SOLE   368,500 0 0
WORKDAY INC CL A 98138H101 73,212 268,000 SH   SOLE   268,000 0 0