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
AIRBNB INC CL A ORD 009066101 10,103 60,680 SH   SOLE   0 0 60,680
ANAPLAN INC ORD 03272L108 6,905 150,600 SH   SOLE   0 0 150,600
BILL.COM HOLDINGS INC ORD 090043100 5,332 21,400 SH   SOLE   0 0 21,400
BURLINGTON STORES INC ORD 122017106 5,011 17,191 SH   SOLE   0 0 17,191
CHEWY INC CL A ORD 16679L109 4,378 74,235 SH   SOLE   0 0 74,235
CONFLUENT INC CL A ORD 20717M103 3,143 41,226 SH   SOLE   0 0 41,226
COUPA SOFTWARE INC ORD 22266L106 1,960 12,400 SH   SOLE   0 0 12,400
DATADOG INC CL A ORD 23804L103 14,509 81,461 SH   SOLE   0 0 81,461
DECKERS OUTDOOR CORP ORD 243537107 6,699 18,287 SH   SOLE   0 0 18,287
DOORDASH INC CL A ORD 25809K105 2,591 17,400 SH   SOLE   0 0 17,400
EXPEDIA GROUP INC ORD 30212P303 4,102 22,700 SH   SOLE   0 0 22,700
FIVE BELOW INC ORD 33829M101 4,811 23,252 SH   SOLE   0 0 23,252
HUBSPOT INC ORD 443573100 14,680 22,271 SH   SOLE   0 0 22,271
LYFT INC CL A ORD 55087P104 5,243 122,700 SH   SOLE   0 0 122,700
MASTERCARD INC CL A ORD 57636Q104 7,597 21,143 SH   SOLE   0 0 21,143
MATCH GROUP INC ORD 57667L107 4,034 30,500 SH   SOLE   0 0 30,500
META PLATFORMS INC CL A ORD 30303M102 25,900 77,002 SH   SOLE   0 0 77,002
MICROSOFT CORP ORD 594918104 38,476 114,404 SH   SOLE   0 0 114,404
MONSTER BEVERAGE CORP ORD 61174X109 5,086 52,955 SH   SOLE   0 0 52,955
NETFLIX INC ORD 64110L106 15,181 25,200 SH   SOLE   0 0 25,200
NIKE INC CL B ORD 654106103 4,271 25,627 SH   SOLE   0 0 25,627
NVIDIA CORP ORD 67066G104 5,000 17,000 SH   SOLE   0 0 17,000
OKTA INC CL A ORD 679295105 10,424 46,500 SH   SOLE   0 0 46,500
PAYPAL HOLDINGS INC ORD 70450Y103 7,381 39,142 SH   SOLE   0 0 39,142
PELOTON INTERACTIVE INC ORD 70614W100 2,335 65,300 SH   SOLE   0 0 65,300
SAILPOINT TECHNOLOGIES HOLDINGS INC ORD 78781P105 18,935 391,697 SH   SOLE   0 0 391,697
SBA COMMUNICATIONS CORP ORD 78410G104 6,497 16,700 SH   SOLE   0 0 16,700
SERVICENOW INC ORD 81762P102 18,565 28,600 SH   SOLE   0 0 28,600
SIX FLAGS ENTERTAINMENT CORP ORD 83001A102 2,981 70,000 SH   SOLE   0 0 70,000
SMARTSHEET INC CL A ORD 83200N103 35,220 454,741 SH   SOLE   0 0 454,741
SNAP INC CL A ORD 83304A106 2,589 55,052 SH   SOLE   0 0 55,052
SNOWFLAKE INC. CL A ORD 833445109 9,858 29,100 SH   SOLE   0 0 29,100
STARBUCKS CORP ORD 855244109 4,927 42,118 SH   SOLE   0 0 42,118
TARGET CORP ORD 87612E106 6,841 29,559 SH   SOLE   0 0 29,559
TENABLE HOLDINGS INC ORD 88025T102 15,326 278,300 SH   SOLE   0 0 278,300
TJX COMPANIES INC ORD 872540109 2,636 34,722 SH   SOLE   0 0 34,722
TWILIO INC CL A ORD 90138F102 19,798 75,181 SH   SOLE   0 0 75,181
UBER TECHNOLOGIES INC ORD 90353T100 3,526 84,100 SH   SOLE   0 0 84,100
VAIL RESORTS INC ORD 91879Q109 7,542 23,000 SH   SOLE   0 0 23,000
VISA INC CL A ORD 92826C839 6,739 31,099 SH   SOLE   0 0 31,099
ZENDESK INC ORD 98936J101 27,845 267,000 SH   SOLE   0 0 267,000