The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| APPFOLIO INC | COM CL A | 03783C100 | 35,283,820 | 143,000 | SH | SOLE | 143,000 | 0 | 0 | |||
| CLOUDFLARE INC | CL A COM | 18915M107 | 19,850,150 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | |||
| DUOLINGO INC | CL A COM | 26603R106 | 9,484,940 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | |||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 19,896,670 | 153,500 | SH | SOLE | 153,500 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 12,621,600 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 21,035,520 | 256,000 | SH | SOLE | 256,000 | 0 | 0 | |||
| RH | COM | 74967X103 | 9,925,410 | 28,500 | SH | SOLE | 28,500 | 0 | 0 | |||
| SEA LTD | SPONSORD ADS | 81141R100 | 20,946,900 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | |||
| SHOPIFY INC | CL A | 82509L107 | 32,025,550 | 415,000 | SH | SOLE | 415,000 | 0 | 0 | |||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 19,396,650 | 73,500 | SH | SOLE | 73,500 | 0 | 0 | |||