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
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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
ALPHABET INC GOOG US EQUITY 02079K107   29,601,359 244,700 SH   SOLE   244,700 0 0
ALPHABET INC GOOGL US EQUITY 02079K305   16,039,800 134,000 SH   SOLE   134,000 0 0
AMAZON COM INC AMZN US EQUITY 023135106   112,500,680 863,000 SH   SOLE   863,000 0 0
APPFOLIO INC BBG008GC8CP6 03783C100   53,608,872 311,426 SH   SOLE   311,426 0 0
Copperleaf Technologies Inc BBG012R1KQ39 21766N109   1,011,304 234,800 SH   SOLE   234,800 0 0
DOORDASH INC DASH US EQUITY 25809K105   30,372,594 397,443 SH   SOLE   397,443 0 0
Enfusion Inc ENFN US EQUITY 292812104   4,098,273 365,265 SH   SOLE   365,265 0 0
Just Eat Takeawaycom NV TKWY NA EQUITY 99V1BVY33   10,403,023 679,328 SH   SOLE   679,328 0 0
Just Eat Takeawaycom NV SPONSORED ADR 48214T305   2,447,224 798,963 SH   SOLE   798,963 0 0
Just Eat Takeawaycom NV TKWY 0.625 02/09/28 CORP 999GFK2J5   2,073,805 1 PRN   SOLE   1 0 0
Just Eat Takeawaycom NV TKWY 1.25 04/30/26 CORP 999G07FN7   1,760,528 1 PRN   SOLE   1 0 0
MERCADOLIBRE INC MELI US EQUITY 58733R102   63,893,770 53,937 SH   SOLE   53,937 0 0
MICROSOFT CORP MSFT US EQUITY 594918104   63,510,710 186,500 SH   SOLE   186,500 0 0
SALESFORCE INC CRM US EQUITY 79466L302   100,546,873 475,939 SH   SOLE   475,939 0 0
VEEVA SYS INC BBG005845P91 922475108   42,547,146 215,178 SH   SOLE   215,178 0 0