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
Ayden NV BBG00L088N79 99VBH3703   1,584,908 1,585 SH   SOLE   1,000 0 0
ALPHABET INC GOOG US EQUITY 02079K107   37,720,800 37,721 SH   SOLE   362,700 0 0
ALPHABET INC GOOGL US EQUITY 02079K305   15,455,770 15,456 SH   SOLE   149,000 0 0
AMAZON COM INC AMZN US EQUITY 023135106   75,711,570 75,712 SH   SOLE   733,000 0 0
APPFOLIO INC BBG008GC8CP6 03783C100   22,074,910 22,075 SH   SOLE   177,337 0 0
Copperleaf Technologies Inc BBG012R1KQ39 21766N109   954,271 954 SH   SOLE   234,800 0 0
Datadog, Inc. BBG003NJHZT9 23804L103   726,600 727 SH   SOLE   10,000 0 0
DOORDASH INC DASH US EQUITY 25809K105   25,261,477 25,261 SH   SOLE   397,443 0 0
Just Eat Takeawaycom NV TKWY NA EQUITY 99V1BVY33   9,126,915 9,127 SH   SOLE   479,328 0 0
Just Eat Takeawaycom NV SPONSORED ADR 48214T305   3,043,250 3,043 SH   SOLE   798,963 0 0
Just Eat Takeawaycom NV TKWY 0625 02/09/28 CORP 999GFK2J5   2,051,626 2,052 PRN   SOLE   1 0 0
Just Eat Takeawaycom NV TKWY 125 04/30/26 CORP 999G07FN7   1,745,031 1,745 PRN   SOLE   1 0 0
MERCADOLIBRE INC MELI US EQUITY 58733R102   68,456,082 68,456 SH   SOLE   51,937 0 0
MICROSOFT CORP MSFT US EQUITY 594918104   60,398,850 60,399 SH   SOLE   209,500 0 0
SALESFORCE INC CRM US EQUITY 79466L302   100,077,593 100,078 SH   SOLE   500,939 0 0
VEEVA SYS INC BBG005845P91 922475108   36,790,715 36,791 SH   SOLE   200,178 0 0