Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting META PLATFORMS INC,FB,cl a,Sell,30303M102,202635410.0,956098.0,22.975 SMARTSHEET INC,SMAR,,Sell,83200N103,173877184.0,3637598.0,19.714 WIX COM LTD,WIX,,Sell,M98068105,154227926.0,1545370.0,17.487 ALPHABET INC,GOOG,cap stk cl c,Buy,02079K107,85087392.0,818148.0,9.647 ROKU INC,ROKU,,Sell,77543R102,76513315.0,1162463.0,8.675 DISNEY WALT CO,DIS,,Sell,254687106,72035925.0,719424.0,8.168 PAYPAL HLDGS INC,PYPL,,Sell,70450Y103,54594937.0,718922.0,6.19 SEMRUSH HLDGS INC,SEMR,,Sell,81686C104,33676927.0,3350938.0,3.818 UPWORK INC,UPWK,,Sell,91688F104,29332475.0,2591208.0,3.326