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
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
AMAZON COM INC COM 023135106 18,191 5,580 SH   SOLE   5,580 0 0
BOOKING HOLDINGS INC COM 09857L108 9,565 4,073 SH   SOLE   4,073 0 0
BRAZE INC COM CL A 10576N102 6,881 165,933 SH   SOLE   165,933 0 0
CALLAWAY GOLF CO COM 131193104 6,739 287,738 SH   SOLE   287,738 0 0
CHEGG INC COM 163092109 26,411 727,976 SH   SOLE   727,976 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 15,411 9,741 SH   SOLE   9,741 0 0
DATADOG INC CL A COM 23804L103 30,365 200,472 SH   SOLE   200,472 0 0
DYNATRACE INC COM NEW 268150109 16,265 345,320 SH   SOLE   345,320 0 0
ENDAVA PLC ADS 29260V105 20,885 156,996 SH   SOLE   156,996 0 0
FERRARI N V COM N3167Y103 16,461 75,478 SH   SOLE   75,478 0 0
GITLAB INC CLASS A COM 37637K108 9,757 179,192 SH   SOLE   179,192 0 0
HUBSPOT INC COM 443573100 9,529 20,064 SH   SOLE   20,064 0 0
HYATT HOTELS CORP COM CL A 448579102 7,941 83,195 SH   SOLE   83,195 0 0
INTEGRAL AD SCIENCE HLDNG CO COM 45828L108 9,732 705,238 SH   SOLE   705,238 0 0
JAMF HLDG CORP COM 47074L105 4,974 142,881 SH   SOLE   142,881 0 0
MANHATTAN ASSOCIATES INC COM 562750109 11,985 86,406 SH   SOLE   86,406 0 0
MICROSOFT CORP COM 594918104 22,041 71,491 SH   SOLE   71,491 0 0
MONGODB INC CL A 60937P106 9,059 20,422 SH   SOLE   20,422 0 0
MSCI INC COM 55354G100 13,124 26,098 SH   SOLE   26,098 0 0
NICE LTD SPONSORED ADR 653656108 11,271 51,465 SH   SOLE   51,465 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 8,277 12,084 SH   SOLE   12,084 0 0
PALO ALTO NETWORKS INC COM 697435105 12,546 20,154 SH   SOLE   20,154 0 0
POOL CORP COM 73278L105 16,728 39,561 SH   SOLE   39,561 0 0
RH COM 74967X103 14,200 43,546 SH   SOLE   43,546 0 0
SNOWFLAKE INC CL A 833445109 17,982 78,480 SH   SOLE   78,480 0 0
SPROUT SOCIAL INC COM CL A 85209W109 7,215 90,050 SH   SOLE   90,050 0 0
T-MOBILE US INC COM 872590104 12,377 96,433 SH   SOLE   96,433 0 0
THE TRADE DESK INC COM CL A 88339J105 8,174 118,031 SH   SOLE   118,031 0 0
TRADEWEB MKTS INC CL A 892672106 6,039 68,727 SH   SOLE   68,727 0 0
TWILIO INC CL A 90138F102 15,405 93,474 SH   SOLE   93,474 0 0
ULTA BEAUTY INC COM 90384S303 16,597 41,677 SH   SOLE   41,677 0 0
ZSCALER INC COM 98980G102 16,038 66,472 SH   SOLE   66,472 0 0