13F-HR filing

VALIDATED

Holdings period 2023-03-31 · Filed 2023-05-15 · Accession 0000935836-23-000416

#	Issuer	Class / CUSIP	Kind	Shares	Value
1	ACCEL ENTERTAINMENT INC	COM CL A1 · 00436Q106	LONG	397,292	$3.6 million
2	ADVANCED MICRO DEVICES INC	COM · 007903107	LONG	349,984	$34.3 million
3	AIRBNB INC	COM CL A · 009066101	LONG	96,178	$12.0 million
4	BRIDGETOWN HOLDINGS LTD	*W EXP 09/30/202 · G1355U121	LONG	572,005	$100,244
5	CELLEBRITE DI LTD	*W EXP 08/30/202 · M2197Q115	LONG	1,666,667	$1.5 million
6	CELLEBRITE DI LTD	ORDINARY SHARES · M2197Q107	LONG	2,843,125	$17.3 million
7	CROWDSTRIKE HLDGS INC	CL A · 22788C105	LONG	98,847	$13.6 million
8	EXPENSIFY INC	COM CL A · 30219Q106	LONG	842,678	$6.9 million
9	GITLAB INC	CLASS A COM · 37637K108	LONG	1,102,314	$37.8 million
10	INDIE SEMICONDUCTOR INC	CLASS A COM · 45569U101	LONG	1,733,415	$18.3 million
11	JFROG LTD	ORD SHS · M6191J100	LONG	700,460	$13.8 million
12	MERCADOLIBRE INC	COM · 58733R102	LONG	14,777	$19.5 million
13	FACEBOOK INC	CL A · 30303M102	LONG	78,766	$16.7 million
14	MICROSOFT CORP	COM · 594918104	LONG	59,863	$17.3 million
15	NERDY INC	*W EXP 08/16/202 · 64081V117	LONG	1,300,000	$845,000
16	NERDY INC	CL A COM · 64081V109	LONG	3,849,857	$16.1 million
17	NVIDIA CORP	COM · 67066G104	LONG	128,892	$35.8 million
18	SALESFORCE COM INC	COM · 79466L302	LONG	116,800	$23.3 million
19	SEA LTD	SPONSORD ADS · 81141R100	LONG	284,263	$24.6 million
20	SPLUNK INC	COM · 848637104	LONG	111,216	$10.7 million
21	TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS · 874039100	LONG	381,489	$35.5 million
22	TESLA INC	COM · 88160R101	LONG	136,322	$28.3 million
23	TWILIO INC	CL A · 90138F102	LONG	335,431	$22.3 million