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 | 90,244,060 | 873,696 | SH | SOLE | 873,696 | 0 | 0 | |||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 86,538,662 | 127,130 | SH | SOLE | 127,130 | 0 | 0 | |||
| CCC INTELLIGENT SOLUTIONS HL | COM | 12510Q100 | 67,732,865 | 7,551,044 | SH | SOLE | 7,551,044 | 0 | 0 | |||
| CHEWY INC | CL A | 16679L109 | 31,358,082 | 838,900 | SH | SOLE | 838,900 | 0 | 0 | |||
| DISNEY WALT CO | COM | 254687106 | 145,233,559 | 1,450,450 | SH | SOLE | 1,450,450 | 0 | 0 | |||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 36,957,113 | 853,513 | SH | SOLE | 853,513 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 180,547,447 | 851,880 | SH | SOLE | 851,880 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 79,378,216 | 275,332 | SH | SOLE | 275,332 | 0 | 0 | |||
| MONGODB INC | CL A | 60937P106 | 56,896,666 | 244,066 | SH | SOLE | 244,066 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 163,964,808 | 474,600 | SH | SOLE | 474,600 | 0 | 0 | |||
| NEW RELIC INC | COM | 64829B100 | 93,648,939 | 1,243,843 | SH | SOLE | 1,243,843 | 0 | 0 | |||
| NEWS CORP NEW | CL A | 65249B109 | 81,403,889 | 4,713,601 | SH | SOLE | 4,713,601 | 0 | 0 | |||
| ORACLE CORP | COM | 68389X105 | 142,019,300 | 1,528,404 | SH | SOLE | 1,528,404 | 0 | 0 | |||
| ROKU INC | COM CL A | 77543R102 | 5,857,980 | 89,000 | SH | SOLE | 89,000 | 0 | 0 | |||
| SKYWORKS SOLUTIONS INC | COM | 83088M102 | 99,512,001 | 843,465 | SH | SOLE | 843,465 | 0 | 0 | |||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 96,548,734 | 722,562 | SH | SOLE | 722,562 | 0 | 0 | |||
| TRIMBLE INC | COM | 896239100 | 61,068,619 | 1,164,987 | SH | SOLE | 1,164,987 | 0 | 0 | |||
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 66,013,244 | 4,371,738 | SH | SOLE | 4,371,738 | 0 | 0 | |||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 46,491,685 | 1,393,218 | SH | SOLE | 1,393,218 | 0 | 0 | |||
| WORKDAY INC | CL A | 98138H101 | 10,988,961 | 53,205 | SH | SOLE | 53,205 | 0 | 0 | |||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 99,650,688 | 2,240,852 | SH | SOLE | 2,240,852 | 0 | 0 | |||