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
Expires: July 31, 2015
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
ALPHABET INC CAP STK CL C 02079K107 12,434 81,660 SH SOLE 81,660 0 0
AMAZON COM INC COM 023135106 20,097 111,414 SH SOLE 111,414 0 0
COSTAR GROUP INC COM 22160N109 9,120 94,408 SH SOLE 94,408 0 0
DOXIMITY INC CL A 26622P107 4,284 159,210 SH SOLE 159,210 0 0
MERCADOLIBRE INC COM 58733R102 14,297 9,456 SH SOLE 9,456 0 0
META PLATFORMS INC CL A 30303M102 6,003 12,363 SH SOLE 12,363 0 0
MICROSOFT CORP COM 594918104 6,089 14,472 SH SOLE 14,472 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 1,968 33,197 SH SOLE 33,197 0 0
SCHWAB CHARLES CORP COM 808513105 11,319 156,467 SH SOLE 156,467 0 0
SEA LTD SPONSORD ADS 81141R100 6,036 112,383 SH SOLE 112,383 0 0
SERVICENOW INC COM 81762P102 13,595 17,832 SH SOLE 17,832 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 8,732 33,089 SH SOLE 33,089 0 0
TRADEWEB MKTS INC CL A 892672106 4,258 40,880 SH SOLE 40,880 0 0
WIX COM LTD SHS M98068105 218 1,586 SH SOLE 1,586 0 0
VISA INC COM CL A 92826C839 10,128 36,289 SH SOLE 36,289 0 0