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
QXO INC COM NEW 82846H405   18,055,387 1,333,485 SH   SOLE   1,333,485 0 0
VISA INC COM CL A 92826C839   14,952,376 42,665 SH   SOLE   42,665 0 0
SERVICENOW INC COM 81762P102   11,110,134 13,955 SH   SOLE   13,955 0 0
META PLATFORMS INC CL A 30303M102   10,726,636 18,611 SH   SOLE   18,611 0 0
AMAZON COM INC COM 023135106   8,690,316 45,676 SH   SOLE   45,676 0 0
ALPHABET INC CAP STK CL A 02079K305   8,221,126 53,163 SH   SOLE   53,163 0 0
APPLE INC COM 037833100   6,674,562 30,048 SH   SOLE   30,048 0 0
MICRON TECHNOLOGY INC COM 595112103   5,499,355 63,291 SH   SOLE   63,291 0 0
PLANET FITNESS INC CL A 72703H101   5,311,038 54,974 SH   SOLE   54,974 0 0
DOORDASH INC CL A 25809K105   5,272,183 28,846 SH   SOLE   28,846 0 0
ZILLOW GROUP INC CL A 98954M101   5,173,827 77,383 SH   SOLE   77,383 0 0
SYNAPTICS INC COM 87157D109   3,115,908 48,900 SH   SOLE   48,900 0 0
DOCEBO INC COM 25609L105   941,028 32,777 SH   SOLE   32,777 0 0
NU HOLDINGS LTD. CL A G6683N903   724,173 70,720 SH   SOLE   70,720 0 0