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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 70,862 598,700 SH   SOLE   585,626 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 51,957 114,035 SH   SOLE   98,425 0 0
ALPHABET INC CAP STK CL A 02079K305 200,827 72,205 SH   SOLE   70,650 0 0
AMAZON COM INC COM 023135106 168,161 51,584 SH   SOLE   46,032 0 0
APPLE INC COM 037833100 98,953 566,710 SH   SOLE   554,464 0 0
AUTODESK INC COM 052769106 46,034 214,760 SH   SOLE   146,040 0 0
AUTOHOME INC SP ADS RP CL A 05278C107 2,217 72,913 SH   SOLE   72,913 0 0
CANADIAN PAC RY LTD COM 13645T100 65,077 787,797 SH   SOLE   770,737 0 0
CLOUDFLARE INC CL A COM 18915M107 29,247 244,337 SH   SOLE   155,975 0 0
CME GROUP INC COM 12572Q105 91,838 386,103 SH   SOLE   404,580 0 0
ILLUMINA INC COM 452327109 23,731 67,919 SH   SOLE   588,541 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 85,794 649,361 SH   SOLE   66,476 0 0
LINDE PLC SHS G5494J103 53,035 166,031 SH   SOLE   635,425 0 0
MARRIOTT INTL INC NEW CL A 571903202 61,097 347,635 SH   SOLE   162,352 0 0
MASTERCARD INCORPORATED CL A 57636Q104 74,946 209,709 SH   SOLE   339,973 0 0
MERCADOLIBRE INC COM 58733R102 11,718 9,851 SH   SOLE   205,024 0 0
META PLATFORMS INC CL A 30303M102 79,585 357,911 SH   SOLE   9,688 0 0
MICROSOFT CORP COM 594918104 226,777 735,550 SH   SOLE   414,675 0 0
MOODYS CORP COM 615369105 73,143 216,777 SH   SOLE   719,622 0 0
NETFLIX INC COM 64110L106 51,354 137,093 SH   SOLE   212,145 0 0
NEW YORK TIMES CO CL A 650111107 13,543 295,430 SH   SOLE   101,959 0 0
NIKE INC CL B 654106103 25,423 188,934 SH   SOLE   184,764 0 0
S&P GLOBAL INC COM 78409V104 77,376 188,639 SH   SOLE   184,757 0 0
SALESFORCE COM INC COM 79466L302 59,701 281,184 SH   SOLE   275,135 0 0
SEA LTD SPONSORD ADS 81141R100 1,086 9,066 SH   SOLE   9,066 0 0
SHOPIFY INC CL A 82509L107 7,102 10,506 SH   SOLE   10,276 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 24,899 164,869 SH   SOLE   161,224 0 0
STARBUCKS CORP COM 855244109 48,179 529,614 SH   SOLE   518,082 0 0
TRADEWEB MKTS INC CL A 892672106 25,708 292,568 SH   SOLE   501,396 0 0
UNION PAC CORP COM 907818108 72,480 265,292 SH   SOLE   259,535 0 0
VISA INC COM CL A 92826C839 77,603 349,925 SH   SOLE   342,202 0 0
YANDEX N V SHS CLASS A N97284108 0 149,458 SH   SOLE   186,427 0 0