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
ACTIVISION BLIZZARD INC COM 00507V109   27,470,251 325,863 SH   SOLE   325,863 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   41,428,550 364,111 SH   SOLE   364,111 0 0
ALPHABET INC CAP STK CL A 02079K305   25,928,097 216,609 SH   SOLE   216,609 0 0
AMAZON COM INC COM 023135106   30,291,232 232,366 SH   SOLE   232,366 0 0
BILL HOLDINGS INC COM 090043100   25,882,509 221,502 SH   SOLE   221,502 0 0
BOOKING HOLDINGS INC COM 09857L108   46,785,918 17,326 SH   SOLE   17,326 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   27,268,038 74,225 SH   SOLE   74,225 0 0
GARTNER INC COM 366651107   36,669,050 104,676 SH   SOLE   104,676 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   15,481,280 106,364 SH   SOLE   106,364 0 0
INTUIT COM 461202103   88,581,873 193,330 SH   SOLE   193,330 0 0
JD.COM INC SPON ADR CL A 47215P106   13,284,010 389,218 SH   SOLE   389,218 0 0
MASTERCARD INCORPORATED CL A 57636Q104   37,437,047 95,187 SH   SOLE   95,187 0 0
META PLATFORMS INC CL A 30303M102   40,123,248 139,812 SH   SOLE   139,812 0 0
MICRON TECHNOLOGY INC COM 595112103   22,394,016 354,841 SH   SOLE   354,841 0 0
MICROSOFT CORP COM 594918104   24,563,831 72,132 SH   SOLE   72,132 0 0
MIDDLEBY CORP COM 596278101   15,171,497 102,628 SH   SOLE   102,628 0 0
PTC INC COM 69370C100   147,227,564 1,034,628 SH   SOLE   1,034,628 0 0
SALESFORCE INC COM 79466L302   124,126,236 587,552 SH   SOLE   587,552 0 0
T-MOBILE US INC COM 872590104   58,479,122 421,016 SH   SOLE   421,016 0 0
TYLER TECHNOLOGIES INC COM 902252105   21,559,402 51,767 SH   SOLE   51,767 0 0
UBER TECHNOLOGIES INC COM 90353T100   32,886,302 761,786 SH   SOLE   761,786 0 0
VISA INC COM CL A 92826C839   36,198,839 152,429 SH   SOLE   152,429 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   17,181,596 658,551 SH   SOLE   658,551 0 0
WORKDAY INC CL A 98138H101   53,157,790 235,326 SH   SOLE   235,326 0 0