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
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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
Advanced Micro Devices COM 007903107   16,503 102 SH   SOLE   102 0 0
Adyen NV ADR COM 00783V104   16,909,121 1,057,481 SH   SOLE   1,057,481 0 0
Alphabet Inc. Class A COM 02079k305   105,262 433 SH   SOLE   433 0 0
Amazon.Com Inc. COM 023135106   92,000 419 SH   SOLE   419 0 0
AppLovin COM 03831W108   7,904 11 SH   SOLE   11 0 0
Apple Inc. COM 037833100   149,468 587 SH   SOLE   587 0 0
Arista Networks COM 040413205   13,697,906 94,008 SH   SOLE   94,008 0 0
Atlassian Corporation COM 049468101   14,322,056 89,681 SH   SOLE   89,681 0 0
Broadcom Inc. COM 11135F101   59,054 179 SH   SOLE   179 0 0
Cloudflare, Inc COM 18915M107   15,292,327 71,263 SH   SOLE   71,263 0 0
CrowdStrike Holdings, Inc COM 22788C105   13,893,446 28,332 SH   SOLE   28,332 0 0
Datadog, Inc. COM 23804L103   12,725,861 89,367 SH   SOLE   89,367 0 0
Flutter Entertainment PLC COM G3643J108   14,756,130 58,095 SH   SOLE   58,095 0 0
GE Vernova Inc COM 36828A101   14,758 24 SH   SOLE   24 0 0
Klaviyo, Inc. COM 49845K101   12,662,111 457,281 SH   SOLE   457,281 0 0
Mastercard Inc. COM 57636Q104   8,532 15 SH   SOLE   15 0 0
Mercadolibre, Inc. COM 58733R102   18,696 8 SH   SOLE   8 0 0
Meta Platforms, Inc. (fka Face COM 30303M102   67,563 92 SH   SOLE   92 0 0
Microsoft Corp. COM 594918104   150,723 291 SH   SOLE   291 0 0
MongoDB, Inc COM 60937P106   18,044,562 58,137 SH   SOLE   58,137 0 0
Netflix, Inc. COM 64110l106   23,978 20 SH   SOLE   20 0 0
Nu Holdings Ltd. COM G6683N103   22,292,548 1,392,414 SH   SOLE   1,392,414 0 0
Nvidia Corp. COM 67066G104   178,744 958 SH   SOLE   958 0 0
Okta, Inc. COM 679295105   13,021 142 SH   SOLE   142 0 0
Oportun Financial Corp. COM 68376D104   3,629,398 588,233 SH   SOLE   588,233 0 0
Oscar Health, Inc. COM 687793109   54,064,553 2,856,025 SH   SOLE   2,856,025 0 0
Samsara Inc. COM 79589L106   9,453,789 253,793 SH   SOLE   253,793 0 0
ServiceNow, Inc. COM 81762p102   15,293,213 16,618 SH   SOLE   16,618 0 0
Shopify Inc. COM 82509L107   23,629 159 SH   SOLE   159 0 0
Snowflake, Inc. COM 833445109   20,064,702 88,959 SH   SOLE   88,959 0 0
Taiwan Semiconductor COM 874039100   24,214,722 86,701 SH   SOLE   86,701 0 0
Tesla Inc. COM 88160R101   49,364 111 SH   SOLE   111 0 0
Toast, Inc. COM 888787108   13,410,890 367,321 SH   SOLE   367,321 0 0
Vertiv Holding COM 92537N108   21,113,008 139,951 SH   SOLE   139,951 0 0
Visa Inc. COM 92826c839   8,193 24 SH   SOLE   24 0 0