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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON COM INC COM 023135106 95,165 842,170 SH   SOLE N/A 842,170 0 0
ATLASSIAN CORP PLC CL A G06242104 5,067 24,062 SH   SOLE N/A 24,062 0 0
BILL COM HLDGS INC COM 090043100 17,518 132,341 SH   SOLE N/A 132,341 0 0
ELASTIC N V ORD SHS N14506104 25,893 360,930 SH   SOLE N/A 360,930 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106 393 21,278 SH   SOLE N/A 21,278 0 0
MASTERCARD INCORPORATED CL A 57636Q104 68,416 240,614 SH   SOLE N/A 240,614 0 0
MGM RESORTS INTERNATIONAL COM 552953101 25,029 842,170 SH   SOLE N/A 842,170 0 0
NETFLIX INC COM 64110L106 28,326 120,310 SH   SOLE N/A 120,310 0 0
NIKE INC CL B 654106103 35,000 421,075 SH   SOLE N/A 421,075 0 0
OUTFRONT MEDIA INC COM 69007J106 31,067 2,045,222 SH   SOLE N/A 2,045,222 0 0
PALO ALTO NETWORKS INC COM 697435105 29,558 180,465 SH   SOLE N/A 180,465 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 8,770 84,217 SH   SOLE N/A 84,217 0 0
UBER TECHNOLOGIES INC COM 90353T100 31,882 1,203,100 SH   SOLE N/A 1,203,100 0 0