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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 29,180 13,390 SH   SOLE   9,220 0 4,170
AMAZON COM INC COM 023135106 57,412 540,555 SH   SOLE   372,685 0 167,870
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 38,812 872,765 SH   SOLE   601,125 0 271,640
BURFORD CAP LTD ORD SHS G17977110 5,314 526,705 SH   SOLE   392,320 0 134,385
MONDAY COM LTD SHS M7S64H106 7,881 76,395 SH   SOLE   52,615 0 23,780
NETFLIX INC COM 64110L106 16,762 95,855 SH   SOLE   66,005 0 29,850
SALESFORCE INC COM 79466L302 46,253 280,255 SH   SOLE   193,005 0 87,250
SHOPIFY INC CL A 82509L107 21,198 678,550 SH   SOLE   466,450 0 212,100
SPOTIFY TECHNOLOGY S A SHS L8681T102 13,865 147,770 SH   SOLE   101,780 0 45,990
TRUPANION INC COM 898202106 14,472 240,159 SH   SOLE   165,409 0 74,750