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
MICROSOFT CORP COM 594918104   32,877,775 96,546 SH   SOLE   96,546 0 0
PAYCOM SOFTWARE INC COM 70432V102   32,069,068 99,829 SH   SOLE   99,829 0 0
GARTNER INC COM 366651107   29,392,060 83,903 SH   SOLE   83,903 0 0
SPRINKLR INC CL A 85208T107   24,906,862 1,800,930 SH   SOLE   1,800,930 0 0
DYNATRACE INC COM NEW 268150109   23,598,789 458,496 SH   SOLE   458,496 0 0
SERVICENOW INC COM 81762P102   22,307,961 39,696 SH   SOLE   39,696 0 0
VISA INC COM CL A 92826C839   19,850,478 83,588 SH   SOLE   83,588 0 0
COUPANG INC CL A 22266T109   13,726,425 788,875 SH   SOLE   788,875 0 0
GLOBANT S A COM L44385109   13,532,017 75,295 SH   SOLE   75,295 0 0
SOTERA HEALTH CO COM 83601L102   12,906,813 685,075 SH   SOLE   685,075 0 0
NCINO INC COM 63947X101   12,829,162 425,935 SH   SOLE   425,935 0 0
MASTERCARD INCORPORATED CL A 57636Q104   10,977,790 27,912 SH   SOLE   27,912 0 0
SEA LTD SPONSORD ADS 81141R100   10,575,643 182,213 SH   SOLE   182,213 0 0
ALPHABET INC CAP STK CL A 02079K305   8,207,231 68,565 SH   SOLE   68,565 0 0
AMAZON COM INC COM 023135106   7,250,232 55,617 SH   SOLE   55,617 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108   4,391,408 40,485 SH   SOLE   40,485 0 0
TOAST INC CL A 888787108   1,647,949 73,015 SH   SOLE   73,015 0 0