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
ACTIVISION BLIZZARD INC COM STOCK 00507V109 16,861,114 217,872 SH   SOLE 1 217,872 0 0
AIRBNB INC COM CL A STOCK 009066101 496,204 2,958 SH   SOLE 1 2,958 0 0
ALCON AG ORD SHS STOCK H01301128 102,386,586 1,257,750 SH   SOLE 1 1,257,750 0 0
ALPHABET INC CAP STK CL C STOCK 02079K107 7,345,594 2,756 SH   SOLE 1 2,756 0 0
CITIGROUP INC COM NEW STOCK 172967424 17,583,669 250,551 SH   SOLE 1 250,551 0 0
DECKERS OUTDOOR CORP COM STOCK 243537107 11,081,193 30,764 SH   SOLE 1 30,764 0 0
GOLDMAN SACHS GROUP INC COM STOCK 38141G104 17,640,770 46,665 SH   SOLE 1 46,665 0 0
LINDE PLC SHS STOCK G5494J103 64,892,990 218,979 SH   SOLE 1 218,979 0 0
MICROSOFT CORP COM STOCK 594918104 10,899,591 38,662 SH   SOLE 1 38,662 0 0
OMNICOM GROUP INC COM STOCK 681919106 13,183,880 181,947 SH   SOLE 1 181,947 0 0
STELLANTIS N.V SHS STOCK N82405106 64,467,731 3,361,065 SH   SOLE 1 3,361,065 0 0
T-MOBILE US INC COM STOCK 872590104 29,549,610 231,290 SH   SOLE 1 231,290 0 0
UBS GROUP AG SHS STOCK H42097107 65,784,820 4,096,640 SH   SOLE 1 4,096,640 0 0