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 |
| AMAZON COM INC | COM | 023135106 | 48,265,800 | 220,000 | SH | SOLE | 30,000 | 0 | 190,000 | |||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 19,891,396 | 28,700 | SH | SOLE | 4,000 | 0 | 24,700 | |||
| COUPANG INC | CL A | 22266T109 | 24,507,700 | 1,115,000 | SH | SOLE | 155,000 | 0 | 960,000 | |||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 27,225,670 | 161,500 | SH | SOLE | 22,500 | 0 | 139,000 | |||
| LIBERTY BROADBAND CORP | COM SER A | 530307107 | 13,161,720 | 177,000 | SH | SOLE | 27,000 | 0 | 150,000 | |||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 23,169,080 | 44,000 | SH | SOLE | 6,000 | 0 | 38,000 | |||
| MERCADOLIBRE INC | COM | 58733R102 | 27,547,128 | 16,200 | SH | SOLE | 2,200 | 0 | 14,000 | |||
| META PLATFORMS INC | CL A | 30303M102 | 47,426,310 | 81,000 | SH | SOLE | 11,000 | 0 | 70,000 | |||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 22,104,350 | 295,000 | SH | SOLE | 40,000 | 0 | 255,000 | |||
| SHOPIFY INC | CL A | 82509L107 | 35,088,900 | 330,000 | SH | SOLE | 45,000 | 0 | 285,000 | |||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 30,421,840 | 68,000 | SH | SOLE | 10,000 | 0 | 58,000 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 21,534,240 | 357,000 | SH | SOLE | 50,000 | 0 | 307,000 | |||
| VISA INC | COM CL A | 92826C839 | 20,226,560 | 64,000 | SH | SOLE | 9,000 | 0 | 55,000 | |||