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
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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 GOOG US EQUITY 02079K107 54,284 18,760 SH   SOLE   18,760 0 0
Alphabet Inc GOOGL US EQUITY 02079K305 20,424 7,050 SH   SOLE   7,050 0 0
Amazon.com Inc AMZN US EQUITY 023135106 25,508 7,650 SH   SOLE   7,650 0 0
Avalara Inc AVLR US EQUITY 05338G106 6,735 52,167 SH   SOLE   52,167 0 0
Ceridian HCM Holding Inc CDAY US EQUITY 15677J108 8,670 82,999 SH   SOLE   82,999 0 0
Coupang Inc CPNG US EQUITY 22266T109 1,469 50,000 SH   SOLE   50,000 0 0
DoorDash Inc DASH US EQUITY 25809K105 8,147 54,714 SH   SOLE   54,714 0 0
Enfusion Inc ENFN US EQUITY 292812104 1,047 50,000 SH   SOLE   50,000 0 0
Freshworks Inc BBG0029KYGL5 358054104 2,626 100,000 SH   SOLE   100,000 0 0
Just Eat Takeaway.com NV TKWY NA EQUITY 99V1BVY33 35,833 699,328 SH   SOLE   699,328 0 0
Just Eat Takeaway.com NV SPONSORED ADS 48214T305 10,369 963,663 SH   SOLE   963,663 0 0
Just Eat Takeaway.com NV TKWY 0.625 02/09/28 CORP 999GFK2J5 2,821 1 PRN   SOLE   3,000,000 0 0
Just Eat Takeaway.com NV TKWY 1.25 04/30/26 CORP 999G07FN7 2,057 1 PRN   SOLE   2,000,000 0 0
Magnet Forensics BBG01041XK28 55940P101 12,333 410,100 SH   SOLE   410,100 0 0
MakeMyTrip Ltd MMYT 0% 02/15/28 CORP 56087FAA2 500 1 PRN   SOLE   500,000 0 0
MercadoLibre Inc MELI US EQUITY 58733R102 61,470 45,587 SH   SOLE   45,587 0 0
Netflix Inc NFLX US EQUITY 64110L106 18,736 31,100 SH   SOLE   31,100 0 0
Olo Inc OLO US EQUITY 68134L109 21 1,000 SH   SOLE   1,000 0 0
Redfin Corp RDFN US EQUITY 75737F108 2,102 54,753 SH   SOLE   54,753 0 0
salesforce.com Inc CRM US EQUITY 79466L302 81,795 321,862 SH   SOLE   321,862 0 0
Sea Ltd SE US EQUITY 81141R100 2,685 12,000 SH   SOLE   12,000 0 0
Shift4 Payments, Inc. FOUR US EQUITY 82452J109 8,050 138,964 SH   SOLE   138,964 0 0
Shift4 Payments, Inc. FOUR CB 0.5 01AUG2027 144A 82452JAC3 176 1 PRN   SOLE   200,000 0 0
Tribe Capital Growth Corp I BBG00Z4HVQ17 89601Y101 1,956 200,000 SH   SOLE   200,000 0 0
Tribe Capital Growth Corp I BBG00ZSJK8V6 89601Y119 43 50,000 SH   SOLE   50,000 0 0