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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
AMAZON COM INC COM 023135106   14,776 113,344 SH   SOLE   113,344 0 0
AUTOZONE INC COM 053332102   7,253 2,909 SH   SOLE   2,909 0 0
DANAHER CORPORATION COM 235851102   6,033 25,138 SH   SOLE   25,138 0 0
ALPHABET INC CAP STK CL A 02079K305   6,250 52,212 SH   SOLE   52,212 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   2,405 31,615 SH   SOLE   31,615 0 0
META PLATFORMS INC CL A 30303M102   4,889 17,035 SH   SOLE   17,035 0 0
MICROSOFT CORP COM 594918104   16,049 47,129 SH   SOLE   47,129 0 0
PINDUODUO INC SPONSORED ADS 722304102   2,353 34,031 SH   SOLE   34,031 0 0
SEA LTD SPONSORD ADS 81141R100   5,830 100,441 SH   SOLE   100,441 0 0
S&P GLOBAL INC COM 78409V104   6,499 16,211 SH   SOLE   16,211 0 0
TRANSDIGM GROUP INC COM 893641100   1,771 1,981 SH   SOLE   1,981 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   8,335 82,592 SH   SOLE   82,592 0 0
VTEX SHS CL A G9470A102   2,640 550,000 SH   SOLE   550,000 0 0
YANDEX N V SHS CLASS A N97284108   10 100,000 SH   SOLE   100,000 0 0