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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   24,884,544 282,490 SH   SOLE   282,490 0 0
AMAZON COM INC COM 023135106   20,588,316 245,099 SH   SOLE   245,099 0 0
BILL COM HLDGS INC COM 090043100   4,773,211 43,807 SH   SOLE   43,807 0 0
BOOKING HOLDINGS INC COM 09857L108   44,005,654 21,836 SH   SOLE   21,836 0 0
COMCAST CORP NEW CL A 20030N101   18,125,231 518,308 SH   SOLE   518,308 0 0
COSTAR GROUP INC COM 22160N109   9,350,339 120,993 SH   SOLE   120,993 0 0
DISNEY WALT CO COM 254687106   6,676,120 76,843 SH   SOLE   76,843 0 0
FISERV INC COM 337738108   7,786,433 77,040 SH   SOLE   77,040 0 0
GARTNER INC COM 366651107   23,663,248 70,397 SH   SOLE   70,397 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   17,363,254 137,411 SH   SOLE   137,411 0 0
INTUIT COM 461202103   33,994,864 87,341 SH   SOLE   87,341 0 0
JD.COM INC SPON ADR CL A 47215P106   13,465,194 239,893 SH   SOLE   239,893 0 0
MASTERCARD INCORPORATED CL A 57636Q104   27,811,098 79,979 SH   SOLE   79,979 0 0
META PLATFORMS INC CL A 30303M102   16,887,673 140,333 SH   SOLE   140,333 0 0
MICROSOFT CORP COM 594918104   57,638,099 240,339 SH   SOLE   240,339 0 0
PTC INC COM 69370C100   78,566,900 654,506 SH   SOLE   654,506 0 0
SALESFORCE INC COM 79466L302   100,185,800 755,606 SH   SOLE   755,606 0 0
T-MOBILE US INC COM 872590104   82,643,120 590,308 SH   SOLE   590,308 0 0
TYLER TECHNOLOGIES INC COM 902252105   9,647,152 29,922 SH   SOLE   29,922 0 0
UBER TECHNOLOGIES INC COM 90353T100   11,668,356 471,830 SH   SOLE   471,830 0 0
VISA INC COM CL A 92826C839   22,242,578 107,059 SH   SOLE   107,059 0 0
WORKDAY INC CL A 98138H101   63,930,769 382,064 SH   SOLE   382,064 0 0