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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
MICROSOFT CORP COM 594918104   47,938,236 166,279 SH   SOLE   166,279 0 0
SERVICENOW INC COM 81762P102   33,107,118 71,241 SH   SOLE   71,241 0 0
PAYCOM SOFTWARE INC COM 70432V102   30,349,014 99,829 SH   SOLE   99,829 0 0
DYNATRACE INC COM NEW 268150109   26,612,876 629,146 SH   SOLE   629,146 0 0
SPRINKLR INC CL A 85208T107   23,589,274 1,820,160 SH   SOLE   1,820,160 0 0
VISA INC COM CL A 92826C839   18,845,750 83,588 SH   SOLE   83,588 0 0
SEA LTD SPONSORD ADS 81141R100   15,770,535 182,213 SH   SOLE   182,213 0 0
NCINO INC COM 63947X101   14,649,688 591,190 SH   SOLE   591,190 0 0
GLOBANT S A COM L44385109   12,349,133 75,295 SH   SOLE   75,295 0 0
ALPHABET INC CAP STK CL A 02079K305   11,439,863 110,285 SH   SOLE   110,285 0 0
MASTERCARD INCORPORATED CL A 57636Q104   10,143,500 27,912 SH   SOLE   27,912 0 0
COUPANG INC CL A 22266T109   10,056,960 628,560 SH   SOLE   628,560 0 0
AMAZON COM INC COM 023135106   2,994,377 28,990 SH   SOLE   28,990 0 0
TOAST INC CL A 888787108   2,851,893 160,670 SH   SOLE   160,670 0 0