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

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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
Global-E Online Ltd Equity M5216V106 11,595 182,910 SH   SOLE   182,910 0 0
Sea Ltd Equity 81141R100 8,428 37,674 SH   SOLE   37,674 0 0
Affirm Holdings Inc Equity 00827B106 17,629 175,309 SH   SOLE   175,309 0 0
RLX Technology Inc Equity 74969N103 10,824 2,775,270 SH   SOLE   2,775,270 0 0
Jumia Technologies AG Equity 48138M105 10,918 957,713 SH   SOLE   957,713 0 0
HubSpot Inc Equity 443573100 3,523 5,345 SH   SOLE   5,345 0 0
ZTO Express (Cayman) Inc Equity 98980A105 23,793 843,119 SH   SOLE   843,119 0 0
Qualtrics International Inc Equity 747601201 16,196 457,526 SH   SOLE   457,526 0 0
DICK'S Sporting Goods Inc Equity 253393102 12,557 109,200 SH   SOLE   109,200 0 0
Digital Turbine Inc Equity 25400W102 3,891 63,790 SH   SOLE   63,790 0 0
CarGurus Inc Equity 141788109 16,007 475,846 SH   SOLE   475,846 0 0
Caesars Entertainment Inc Equity 12769G100 17,718 189,439 SH   SOLE   189,439 0 0
Mercadolibre Inc Equity 58733R102 20,846 15,460 SH   SOLE   15,460 0 0
DigitalOcean Holdings Inc Equity 25402D102 12,064 150,185 SH   SOLE   150,185 0 0
GDS Holdings Ltd Equity 36165L108 8,849 187,640 SH   SOLE   187,640 0 0