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 |
| ASTERA LABS INC | COM | 04626A103 | 77,407,754 | 584,430 | SH | SOLE | 584,430 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 191,138,053 | 871,225 | SH | SOLE | 871,225 | 0 | 0 | ||
| MAPLEBEAR INC | COM | 565394103 | 105,108,138 | 2,537,618 | SH | SOLE | 2,537,618 | 0 | 0 | ||
| CONFLUENT INC | CLASS A COM | 20717M103 | 328,428,505 | 11,746,370 | SH | SOLE | 11,746,370 | 0 | 0 | ||
| COUPANG INC | CL A | 22266T109 | 131,569,862 | 5,985,890 | SH | SOLE | 5,985,890 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 90,845,819 | 271,725 | SH | SOLE | 271,725 | 0 | 0 | ||
| DUOLINGO INC | CL A COM | 26603R106 | 9,848,486 | 30,375 | SH | SOLE | 30,375 | 0 | 0 | ||
| FLUTTER ENTMT PLC | SHS | G3643J108 | 98,292,412 | 380,315 | SH | SOLE | 380,315 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 164,180,837 | 867,305 | SH | SOLE | 867,305 | 0 | 0 | ||
| GRAB HOLDINGS LIMITED | W EXP 12/1/202 | G0370L116 | 1,427,065 | 3,502,000 | SH | SOLE | 3,502,000 | 0 | 0 | ||
| SAMSARA INC | COM CL A | 79589L106 | 63,706,486 | 1,458,148 | SH | SOLE | 1,458,148 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 61,649,452 | 36,255 | SH | SOLE | 36,255 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 1,078,618,325 | 1,842,186 | SH | SOLE | 1,842,186 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 418,751,820 | 993,480 | SH | SOLE | 993,480 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 51,724,315 | 614,595 | SH | SOLE | 614,595 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 1,053,608,319 | 7,845,769 | SH | SOLE | 7,845,769 | 0 | 0 | ||
| RUBRIK INC. | CL A | 781154109 | 107,327,525 | 1,642,098 | SH | SOLE | 1,642,098 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 768,700,848 | 4,978,310 | SH | SOLE | 4,978,310 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 143,415,700 | 355,130 | SH | SOLE | 355,130 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 99,610,006 | 504,380 | SH | SOLE | 504,380 | 0 | 0 | ||
| SERVICETITAN INC | SHS CL A | 81764X103 | 4,114,800 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 63,001,453 | 582,915 | SH | SOLE | 582,915 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 337,115,933 | 5,588,792 | SH | SOLE | 5,588,792 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 96,319,648 | 1,300,738 | SH | SOLE | 1,300,738 | 0 | 0 | ||