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

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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
ALPHABET INC CAP STK CL C 02079K107 18,290 6,321 SH   SOLE   6,321 0 0
AMAZON COM INC COM 023135106 21,673 6,500 SH   SOLE   6,500 0 0
AVALARA INC COM 05338G106 7,274 56,336 SH   SOLE   56,336 0 0
COSTAR GROUP INC COM 22160N109 15,671 198,286 SH   SOLE   198,286 0 0
MARKETAXESS HLDGS INC COM 57060D108 13,295 32,326 SH   SOLE   32,326 0 0
MERCADOLIBRE INC COM 58733R102 18,492 13,714 SH   SOLE   13,714 0 0
META PLATFORMS INC CL A 30303M102 18,309 54,433 SH   SOLE   54,433 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 14,521 151,202 SH   SOLE   151,202 0 0
PAYPAL HLDGS INC COM 70450Y103 15,603 82,738 SH   SOLE   82,738 0 0
SCHWAB CHARLES CORP COM 808513105 5,943 70,670 SH   SOLE   70,670 0 0
SERVICENOW INC COM 81762P102 9,871 15,207 SH   SOLE   15,207 0 0
VISA INC COM CL A 92826C839 18,943 87,414 SH   SOLE   87,414 0 0