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
AMAZON COM INC COM 023135106   22,742,599 220,182 SH   SOLE   35,000 0 185,182
META PLATFORMS INC CL A 30303M102   18,606,213 87,790 SH   SOLE   14,000 0 73,790
GUIDEWIRE SOFTWARE INC COM 40171V100   17,996,847 219,340 SH   SOLE   35,000 0 184,340
MASTERCARD INCORPORATED CL A 57636Q104   15,743,285 43,321 SH   SOLE   7,000 0 36,321
SHOPIFY INC CL A 82509L107   14,581,191 304,155 SH   SOLE   50,000 0 254,155
MERCADOLIBRE INC COM 58733R102   14,188,916 10,765 SH   SOLE   1,750 0 9,015
COUPANG INC CL A 22266T109   13,318,288 832,393 SH   SOLE   130,000 0 702,393
UBER TECHNOLOGIES INC COM 90353T100   12,961,274 408,873 SH   SOLE   65,000 0 343,873
LIBERTY BROADBAND CORP COM SER A 530307107   12,684,994 154,469 SH   SOLE   25,000 0 129,469
VISA INC COM CL A 92826C839   12,535,125 55,598 SH   SOLE   9,000 0 46,598
SPOTIFY TECHNOLOGY S A SHS L8681T102   12,405,949 92,845 SH   SOLE   15,000 0 77,845
VERRA MOBILITY CORP CL A COM STK 92511U102   11,786,946 696,628 SH   SOLE   115,000 0 581,628
ACTIVISION BLIZZARD INC COM 00507V109   10,842,113 126,675 SH   SOLE   20,000 0 106,675
ARCO PLATFORM LTD CL A G04553106   3,545,034 323,452 SH   SOLE   85,500 0 237,952