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
ACCEL ENTERTAINMENT INC COM CL A1 00436Q106   3,619,330 397,292 SH   SOLE   397,292 0 0
ADVANCED MICRO DEVICES INC COM 007903107   34,301,932 349,984 SH   SOLE   349,984 0 0
AIRBNB INC COM CL A 009066101   11,964,543 96,178 SH   SOLE   96,178 0 0
BRIDGETOWN HOLDINGS LTD *W EXP 09/30/202 G1355U121   100,244 572,005 SH   SOLE   572,005 0 0
CELLEBRITE DI LTD *W EXP 08/30/202 M2197Q115   1,468,500 1,666,667 SH   SOLE   1,666,667 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   17,314,631 2,843,125 SH   SOLE   2,843,125 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   13,567,739 98,847 SH   SOLE   98,847 0 0
EXPENSIFY INC COM CL A 30219Q106   6,867,826 842,678 SH   SOLE   842,678 0 0
GITLAB INC CLASS A COM 37637K108   37,798,347 1,102,314 SH   SOLE   1,102,314 0 0
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101   18,287,528 1,733,415 SH   SOLE   1,733,415 0 0
JFROG LTD ORD SHS M6191J100   13,799,062 700,460 SH   SOLE   700,460 0 0
MERCADOLIBRE INC COM 58733R102   19,476,973 14,777 SH   SOLE   14,777 0 0
META PLATFORMS INC CL A 30303M102   16,693,666 78,766 SH   SOLE   78,766 0 0
MICROSOFT CORP COM 594918104   17,258,503 59,863 SH   SOLE   59,863 0 0
NERDY INC *W EXP 08/16/202 64081V117   845,000 1,300,000 SH   SOLE   1,300,000 0 0
NERDY INC CL A COM 64081V109   16,092,402 3,849,857 SH   SOLE   3,849,857 0 0
NVIDIA CORPORATION COM 67066G104   35,802,331 128,892 SH   SOLE   128,892 0 0
SALESFORCE INC COM 79466L302   23,334,304 116,800 SH   SOLE   116,800 0 0
SEA LTD SPONSORD ADS 81141R100   24,602,963 284,263 SH   SOLE   284,263 0 0
SPLUNK INC COM 848637104   10,663,390 111,216 SH   SOLE   111,216 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   35,486,107 381,489 SH   SOLE   381,489 0 0
TESLA INC COM 88160R101   28,281,362 136,322 SH   SOLE   136,322 0 0
TWILIO INC CL A 90138F102   22,349,768 335,431 SH   SOLE   335,431 0 0