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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305 30,230 10,869 SH   SOLE   6,969 0 3,900
AMAZON COM INC COM 023135106 67,426 20,683 SH   SOLE   13,243 0 7,440
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 53,424 944,388 SH   SOLE   605,308 0 339,080
BURFORD CAP LTD ORD SHS G17977110 5,043 548,724 SH   SOLE   388,779 0 159,945
MONDAY COM LTD SHS M7S64H106 13,123 83,020 SH   SOLE   53,138 0 29,882
NETFLIX INC COM 64110L106 24,620 65,725 SH   SOLE   42,125 0 23,600
PELOTON INTERACTIVE INC CL A COM 70614W100 11,429 432,593 SH   SOLE   277,243 0 155,350
SALESFORCE COM INC COM 79466L302 64,375 303,197 SH   SOLE   194,327 0 108,870
SHOPIFY INC CL A 82509L107 41,826 61,876 SH   SOLE   39,776 0 22,100
SPOTIFY TECHNOLOGY S A SHS L8681T102 24,146 159,885 SH   SOLE   102,475 0 57,410
TRUPANION INC COM 898202106 23,271 261,124 SH   SOLE   167,124 0 94,000