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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 20,100,575 | 104,500 | SH | SOLE | 104,500 | 0 | 0 | |||
| APPFOLIO INC | COM CL A | 03783C100 | 16,160,160 | 65,500 | SH | SOLE | 65,500 | 0 | 0 | |||
| BLOCK INC | CL A | 852234103 | 17,210,475 | 202,500 | SH | SOLE | 202,500 | 0 | 0 | |||
| CLOUDFLARE INC | CL A COM | 18915M107 | 38,657,120 | 359,000 | SH | SOLE | 359,000 | 0 | 0 | |||
| COUPANG INC | CL A | 22266T109 | 28,497,070 | 1,296,500 | SH | SOLE | 1,296,500 | 0 | 0 | |||
| DOORDASH INC | CL A | 25809K105 | 24,189,550 | 114,200 | SH | SOLE | 114,200 | 0 | 0 | |||
| DUOLINGO INC | CL A COM | 26603R106 | 20,507,548 | 63,250 | SH | SOLE | 63,250 | 0 | 0 | |||
| REDDIT INC | CL A | 75734B100 | 26,885,880 | 164,500 | SH | SOLE | 164,500 | 0 | 0 | |||
| SEA LTD | SPONSORD ADS | 81141R100 | 36,259,675 | 341,750 | SH | SOLE | 341,750 | 0 | 0 | |||
| SHOPIFY INC | CL A | 82509L107 | 13,291,250 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 37,579,920 | 84,000 | SH | SOLE | 84,000 | 0 | 0 | |||