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 |
AIRBNB INC | COM CL A | 009066101 | 14,190 | 85,230 | SH | SOLE | 85,230 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 31,256 | 10,789 | SH | SOLE | 10,789 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 78,170 | 23,444 | SH | SOLE | 23,444 | 0 | 0 | ||
ANAPLAN INC | COM | 03272L108 | 47,865 | 1,043,939 | SH | SOLE | 1,043,939 | 0 | 0 | ||
AUTODESK INC | COM | 052769106 | 20,113 | 71,528 | SH | SOLE | 71,528 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 80,861 | 33,703 | SH | SOLE | 33,703 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 72,958 | 471,029 | SH | SOLE | 471,029 | 0 | 0 | ||
DOORDASH INC | CL A | 25809K105 | 6,129 | 41,162 | SH | SOLE | 41,162 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 15,125 | 96,960 | SH | SOLE | 96,960 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 47,054 | 130,953 | SH | SOLE | 130,953 | 0 | 0 | ||
MATCH GROUP INC NEW | COM | 57667L107 | 46,638 | 352,652 | SH | SOLE | 352,652 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 85,011 | 252,747 | SH | SOLE | 252,747 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 66,353 | 197,291 | SH | SOLE | 197,291 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 29,792 | 49,453 | SH | SOLE | 49,453 | 0 | 0 | ||
PTC INC | COM | 69370C100 | 40,341 | 332,983 | SH | SOLE | 332,983 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 9,669 | 205,584 | SH | SOLE | 205,584 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 139,624 | 1,203,864 | SH | SOLE | 1,203,864 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 12,964 | 309,173 | SH | SOLE | 309,173 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 30,543 | 140,939 | SH | SOLE | 140,939 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 128,295 | 469,635 | SH | SOLE | 469,635 | 0 | 0 |