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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305 232,047 80,098 SH   SOLE   80,098 0 0
AMAZON COM INC COM 023135106 181,465 54,423 SH   SOLE   54,423 0 0
BLOCK INC CL A 852234103 263,046 1,628,664 SH   SOLE   1,628,664 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 211,563 324,498 SH   SOLE   324,498 0 0
CONFLUENT INC CLASS A COM 20717M103 1,525 20,000 SH   SOLE   20,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 214,269 1,566,635 SH   SOLE   1,566,635 0 0
LENNAR CORP CL A 526057104 1,554 13,380 SH   SOLE   13,380 0 0
MATCH GROUP INC NEW COM 57667L107 1,919 14,509 SH   SOLE   14,509 0 0
MICROSOFT CORP COM 594918104 238,327 708,631 SH   SOLE   708,631 0 0
NIKE INC CL B 654106103 200,433 1,202,576 SH   SOLE   1,202,576 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 142,257 840,115 SH   SOLE   840,115 0 0
ROBLOX CORP CL A 771049103 70,716 685,495 SH   SOLE   685,495 0 0
S&P GLOBAL INC COM 78409V104 87,833 186,114 SH   SOLE   186,114 0 0
SALESFORCE COM INC COM 79466L302 202,189 795,612 SH   SOLE   795,612 0 0
SNAP INC CL A 83304A106 816 17,341 SH   SOLE   17,341 0 0
STARBUCKS CORP COM 855244109 97,453 833,148 SH   SOLE   833,148 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 87,626 476,461 SH   SOLE   476,461 0 0