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   830,320,041 5,464,789 SH   SOLE   5,464,789 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   325,322,702 429,798 SH   SOLE   429,798 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102   62,949,030 5,080,632 SH   SOLE   5,080,632 0 0
BATH & BODY WORKS INC COM 070830104   450,973,316 10,448,872 SH   SOLE   10,448,872 0 0
BLACKSTONE INC COM 09260D107   290,514,491 2,219,023 SH   SOLE   2,219,023 0 0
BLOCK INC CL A 852234103   510,994,907 6,606,269 SH   SOLE   6,606,269 0 0
BOOKING HOLDINGS INC COM 09857L108   540,954,597 152,501 SH   SOLE   152,501 0 0
DICKS SPORTING GOODS INC COM 253393102   429,521,625 2,922,910 SH   SOLE   2,922,910 0 0
EPAM SYS INC COM 29414B104   252,816,308 850,260 SH   SOLE   850,260 0 0
GENERAL ELECTRIC CO COM NEW 369604301   268,518,843 2,103,885 SH   SOLE   2,103,885 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   311,628,037 4,643,541 SH   SOLE   4,643,541 0 0
ICICI BANK LIMITED ADR 45104G104   287,087,550 12,042,263 SH   SOLE   12,042,263 0 0
INTUIT COM 461202103   467,851,831 748,527 SH   SOLE   748,527 0 0
KKR & CO INC COM 48251W104   515,829,402 6,226,064 SH   SOLE   6,226,064 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   313,119,706 3,345,296 SH   SOLE   3,345,296 0 0
LPL FINL HLDGS INC COM 50212V100   418,846,749 1,840,114 SH   SOLE   1,840,114 0 0
MASTERCARD INCORPORATED CL A 57636Q104   469,497,943 1,100,790 SH   SOLE   1,100,790 0 0
META PLATFORMS INC CL A 30303M102   1,017,184,763 2,873,728 SH   SOLE   2,873,728 0 0
MICROSOFT CORP COM 594918104   681,312,656 1,811,809 SH   SOLE   1,811,809 0 0
PHILIP MORRIS INTL INC COM 718172109   282,784,817 3,005,791 SH   SOLE   3,005,791 0 0
PTC INC COM 69370C100   554,004,366 3,166,463 SH   SOLE   3,166,463 0 0
SALESFORCE INC COM 79466L302   657,752,638 2,499,630 SH   SOLE   2,499,630 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   722,584,096 6,947,924 SH   SOLE   6,947,924 0 0
UNITEDHEALTH GROUP INC COM 91324P102   469,172,690 891,167 SH   SOLE   891,167 0 0
WORKDAY INC CL A 98138H101   427,304,992 1,547,870 SH   SOLE   1,547,870 0 0