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
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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
Adobe Inc COM 00724F101   39,766,970 66,656 SH   SOLE   66,656 0 0
Applied Materials Inc COM 038222105   34,845,050 215,000 SH   SOLE   215,000 0 0
Atlassian Corp CL A 049468101   20,785,158 87,384 SH   SOLE   87,384 0 0
H&R Block Inc COM 093671105   19,589,850 405,000 SH   SOLE   405,000 0 0
Celanese Corp COM 150870103   10,254,420 66,000 SH   SOLE   66,000 0 0
Danaher Corp COM 235851102   46,615,010 201,500 SH   SOLE   201,500 0 0
Dexcom Inc COM 252131107   15,511,250 125,000 SH   SOLE   125,000 0 0
Lam Research Corp COM 512807108   74,840,493 95,550 SH   SOLE   95,550 0 0
Mastercard Inc CL A 57636Q104   51,927,593 121,750 SH   SOLE   121,750 0 0
Meta Platforms Inc CL A 30303M102   49,908,360 141,000 SH   SOLE   141,000 0 0
Microsoft Corp COM 594918104   98,527,745 262,014 SH   SOLE   262,014 0 0
NVIDIA Corp COM 67066G104   107,895,067 217,873 SH   SOLE   217,873 0 0
Philip Morris International In COM 718172109   33,868,800 360,000 SH   SOLE   360,000 0 0
ROBLOX Corp CL A 771049103   20,894,040 457,000 SH   SOLE   457,000 0 0
Charles Schwab Corp/The COM 808513105   84,899,200 1,234,000 SH   SOLE   1,234,000 0 0
Veeva Systems Inc CL A COM 922475108   18,963,220 98,500 SH   SOLE   98,500 0 0
Visa Inc COM CL A 92826C839   50,638,075 194,500 SH   SOLE   194,500 0 0