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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON COM INC COM 023135106   810,534,103 4,493,481 SH   SOLE   4,493,481 0 0
APPLOVIN CORP COM CL A 03831W108   368,227,627 5,319,671 SH   SOLE   5,319,671 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   479,450,999 494,040 SH   SOLE   494,040 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102   66,810,311 5,080,632 SH   SOLE   5,080,632 0 0
BATH & BODY WORKS INC COM 070830104   488,601,162 9,768,116 SH   SOLE   9,768,116 0 0
BLOCK INC CL A 852234103   569,725,382 6,735,935 SH   SOLE   6,735,935 0 0
BOOKING HOLDINGS INC COM 09857L108   378,366,117 104,294 SH   SOLE   104,294 0 0
CONSTELLATION ENERGY CORP COM 21037T109   161,921,391 875,961 SH   SOLE   875,961 0 0
DICKS SPORTING GOODS INC COM 253393102   269,583,979 1,198,897 SH   SOLE   1,198,897 0 0
EPAM SYS INC COM 29414B104   256,805,879 929,917 SH   SOLE   929,917 0 0
ICICI BANK LIMITED ADR 45104G104   254,662,783 9,642,665 SH   SOLE   9,642,665 0 0
INTUIT COM 461202103   586,592,500 902,450 SH   SOLE   902,450 0 0
KKR & CO INC COM 48251W104   703,267,430 6,992,120 SH   SOLE   6,992,120 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   340,320,369 3,217,551 SH   SOLE   3,217,551 0 0
LPL FINL HLDGS INC COM 50212V100   445,195,494 1,685,070 SH   SOLE   1,685,070 0 0
MASTERCARD INCORPORATED CL A 57636Q104   327,671,786 680,424 SH   SOLE   680,424 0 0
MCKESSON CORP COM 58155Q103   301,138,492 560,936 SH   SOLE   560,936 0 0
META PLATFORMS INC CL A 30303M102   1,038,081,179 2,137,817 SH   SOLE   2,137,817 0 0
MICROSOFT CORP COM 594918104   811,955,101 1,929,918 SH   SOLE   1,929,918 0 0
PHILIP MORRIS INTL INC COM 718172109   611,208,839 6,671,129 SH   SOLE   6,671,129 0 0
PTC INC COM 69370C100   560,765,985 2,967,958 SH   SOLE   2,967,958 0 0
SALESFORCE INC COM 79466L302   722,912,415 2,400,267 SH   SOLE   2,400,267 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   445,308,819 1,687,415 SH   SOLE   1,687,415 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   839,771,890 6,172,524 SH   SOLE   6,172,524 0 0
VISTRA CORP COM 92840M102   446,657,162 6,412,881 SH   SOLE   6,412,881 0 0
WORKDAY INC CL A 98138H101   385,893,246 1,414,824 SH   SOLE   1,414,824 0 0