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
ALPHABET INC GOOG US EQUITY 02079K107   36,175,221 407,700 SH   SOLE   407,700 0 0
ALPHABET INC GOOGL US EQUITY 02079K305   13,146,270 149,000 SH   SOLE   149,000 0 0
AMAZON COM INC AMZN US EQUITY 023135106   58,212,000 693,000 SH   SOLE   693,000 0 0
APPFOLIO INC BBG008GC8CP6 03783C100   18,471,006 175,280 SH   SOLE   175,280 0 0
Copperleaf Technologies Inc BBG012R1KQ39 21766N109   1,263,347 234,800 SH   SOLE   234,800 0 0
DOORDASH INC DASH US EQUITY 25809K105   19,403,167 397,443 SH   SOLE   397,443 0 0
Just Eat Takeawaycom NV TKWY NA EQUITY 99V1BVY33   9,654,361 479,328 SH   SOLE   479,328 0 0
Just Eat Takeawaycom NV SPONSORED ADR 48214T305   3,368,428 798,963 SH   SOLE   798,963 0 0
Just Eat Takeawaycom NV TKWY 0625 02/09/28 CORP 999GFK2J5   2,054,860 1 PRN   SOLE   1 0 0
Just Eat Takeawaycom NV TKWY 125 04/30/26 CORP 999G07FN7   1,626,590 1 PRN   SOLE   1 0 0
Magnet Forensics BBG01041XK28 55940P101   33,545,764 975,050 SH   SOLE   975,050 0 0
MERCADOLIBRE INC MELI US EQUITY 58733R102   50,721,086 59,937 SH   SOLE   59,937 0 0
MICROSOFT CORP MSFT US EQUITY 594918104   43,527,330 181,500 SH   SOLE   181,500 0 0
REDFIN CORP RDFN US EQUITY 75737F108   508,800 120,000 SH   SOLE   120,000 0 0
SALESFORCE INC CRM US EQUITY 79466L302   82,993,252 625,939 SH   SOLE   625,939 0 0
VEEVA SYS INC BBG005845P91 922475108   31,820,585 197,178 SH   SOLE   197,178 0 0