The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ALTERYX INC | COM CL A | 02156B103 | 24,210 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
ARCO PLATFORM LTD | COM CL A | G04553106 | 30,607 | 2,050,000 | SH | SOLE | 2,050,000 | 0 | 0 | ||
COMPASS INC | CL A | 20464U100 | 18,953 | 5,250,000 | SH | SOLE | 5,250,000 | 0 | 0 | ||
ELEVANCE HEALTH INC | COM | 036752103 | 38,606 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 64,678 | 1,170,000 | SH | SOLE | 1,170,000 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 58,311 | 2,850,000 | SH | SOLE | 2,850,000 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 39,204 | 900,000 | SH | SOLE | 900,000 | 0 | 0 |