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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
APPLOVIN CORP COM CL A 03831W108 21,741 230,648 SH   SOLE N/A 230,648 0 0
DLOCAL LTD CLASS A COM G29018101 26,336 737,904 SH   SOLE N/A 737,904 0 0
FARFETCH LTD ORD SH CL A 30744W107 12,217 365,438 SH   SOLE N/A 365,438 0 0
FIGS INC CL A 30260D103 14,570 528,677 SH   SOLE N/A 528,677 0 0
LULULEMON ATHLETICA INC COM 550021109 15,018 38,366 SH   SOLE N/A 38,366 0 0
MATCH GROUP INC NEW COM 57667L107 18,285 138,263 SH   SOLE N/A 138,263 0 0
PLBY GROUP INC COM 72814P109 34,932 1,311,244 SH   SOLE N/A 1,311,244 0 0
SEA LTD SPONSORD ADS 81141R100 36,174 161,702 SH   SOLE N/A 161,702 0 0
SHOPIFY INC CL A 82509L107 15,483 11,241 SH   SOLE N/A 11,241 0 0
SNAP INC CL A 83304A106 14,465 307,568 SH   SOLE N/A 307,568 0 0
UNITY SOFTWARE INC COM 91332U101 12,798 89,504 SH   SOLE N/A 89,504 0 0