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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 81,556,973 | 871,056 | SH | SOLE | 871,056 | 0 | 0 | ||
ADOBE INC | COM | 00724F101 | 58,162,763 | 114,067 | SH | SOLE | 114,067 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 115,618,437 | 909,522 | SH | SOLE | 909,522 | 0 | 0 | ||
APPLOVIN CORP | COM CL A | 03831W108 | 18,527,654 | 463,655 | SH | SOLE | 463,655 | 0 | 0 | ||
BLOCK INC | CL A | 852234103 | 31,501,524 | 711,738 | SH | SOLE | 711,738 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 80,219,908 | 96,583 | SH | SOLE | 96,583 | 0 | 0 | ||
CCC INTELLIGENT SOLUTIONS HL | COM | 12510Q100 | 19,862,918 | 1,487,859 | SH | SOLE | 1,487,859 | 0 | 0 | ||
ENDEAVOR GROUP HLDGS INC | CL A COM | 29260Y109 | 68,121,799 | 3,423,206 | SH | SOLE | 3,423,206 | 0 | 0 | ||
MARVELL TECHNOLOGY INC | COM | 573874104 | 69,338,365 | 1,280,960 | SH | SOLE | 1,280,960 | 0 | 0 | ||
MATCH GROUP INC NEW | COM | 57667L107 | 74,399,711 | 1,899,163 | SH | SOLE | 1,899,163 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 120,219,395 | 400,451 | SH | SOLE | 400,451 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 148,863,179 | 471,459 | SH | SOLE | 471,459 | 0 | 0 | ||
MONGODB INC | CL A | 60937P106 | 58,073,698 | 167,911 | SH | SOLE | 167,911 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 135,520,640 | 358,900 | SH | SOLE | 358,900 | 0 | 0 | ||
NEW RELIC INC | COM | 64829B100 | 102,075,137 | 1,192,188 | SH | SOLE | 1,192,188 | 0 | 0 | ||
NEWS CORP NEW | CL A | 65249B109 | 34,907,750 | 1,740,167 | SH | SOLE | 1,740,167 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 391,491 | 900 | SH | SOLE | 900 | 0 | 0 | ||
ORACLE CORP | COM | 68389X105 | 164,118,803 | 1,549,460 | SH | SOLE | 1,549,460 | 0 | 0 | ||
PINTEREST INC | CL A | 72352L106 | 68,809,406 | 2,545,668 | SH | SOLE | 2,545,668 | 0 | 0 | ||
SEMTECH CORP | COM | 816850101 | 36,744,709 | 1,426,979 | SH | SOLE | 1,426,979 | 0 | 0 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 135,768,508 | 877,965 | SH | SOLE | 877,965 | 0 | 0 | ||
TRIMBLE INC | COM | 896239100 | 163,609,768 | 3,037,686 | SH | SOLE | 3,037,686 | 0 | 0 | ||
TWILIO INC | CL A | 90138F102 | 30,868,722 | 527,400 | SH | SOLE | 527,400 | 0 | 0 | ||
UNITY SOFTWARE INC | COM | 91332U101 | 72,227,229 | 2,300,963 | SH | SOLE | 2,300,963 | 0 | 0 | ||
WESTERN UN CO | COM | 959802109 | 50,297,279 | 3,816,182 | SH | SOLE | 3,816,182 | 0 | 0 | ||
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 160,275,690 | 3,472,177 | SH | SOLE | 3,472,177 | 0 | 0 |