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
1STDIBS COM INC COM 320551104   9,124,718 1,949,726 SH   SOLE   1,949,726 0 0
ALPHABET INC CAP STK CL C 02079K107   167,197,238 1,186,385 SH   SOLE   1,186,385 0 0
AMAZON COM INC COM 023135106   305,523,231 2,010,815 SH   SOLE   2,010,815 0 0
ATLASSIAN CORPORATION CL A 049468101   162,404,624 682,774 SH   SOLE   682,774 0 0
AURORA INNOVATION INC CLASS A COM 051774107   19,122,902 4,375,950 SH   SOLE   4,375,950 0 0
BOOKING HOLDINGS INC COM 09857L108   159,241,800 44,892 SH   SOLE   44,892 0 0
CARGURUS INC COM CL A 141788109   112,324,672 4,649,200 SH   SOLE   4,649,200 0 0
CLEAR SECURE INC COM CL A 18467V109   56,046,082 2,714,096 SH   SOLE   2,714,096 0 0
COUPANG INC CL A 22266T109   198,689,654 12,272,369 SH   SOLE   12,272,369 0 0
DUOLINGO INC CL A COM 26603R106   173,981,020 766,943 SH   SOLE   766,943 0 0
FERGUSON PLC NEW SHS G3421J106   261,945,599 1,356,739 SH   SOLE   1,356,739 0 0
FIRST WATCH RESTAURANT GROUP COM 33748L101   21,031,876 1,046,362 SH   SOLE   1,046,362 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   277,999,352 1,526,714 SH   SOLE   1,526,714 0 0
INTUIT COM 461202103   163,692,857 261,896 SH   SOLE   261,896 0 0
LIBERTY MEDIA CORP DEL COM LBTY LIV S A 531229748   11,266,574 308,251 SH   SOLE   308,251 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   114,837,132 1,819,058 SH   SOLE   1,819,058 0 0
LIBERTY MEDIA CORP DEL COM LBTY SRM S A 531229813   1,741,788 60,605 SH   SOLE   60,605 0 0
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 531229789   1,724,498 59,920 SH   SOLE   59,920 0 0
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 531229722   14,734,726 394,082 SH   SOLE   394,082 0 0
MAPLEBEAR INC COM 565394103   12,200,598 519,838 SH   SOLE   519,838 0 0
MERCADOLIBRE INC COM 58733R102   287,525,815 182,958 SH   SOLE   182,958 0 0
MICROSOFT CORP COM 594918104   238,998,615 635,567 SH   SOLE   635,567 0 0
PAYPAL HLDGS INC COM 70450Y103   119,211,855 1,941,245 SH   SOLE   1,941,245 0 0
ROGERS COMMUNICATIONS INC CL B 775109200   108,158,036 2,308,406 SH   SOLE   2,308,406 0 0
SHERWIN WILLIAMS CO COM 824348106   225,677,116 723,556 SH   SOLE   723,556 0 0
SHIFT4 PMTS INC CL A 82452J109   38,879,300 522,993 SH   SOLE   522,993 0 0
VISA INC COM CL A 92826C839   222,014,764 852,755 SH   SOLE   852,755 0 0