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
GARTNER INC COM 366651107   40,910,264 90,688 SH   SOLE   90,688 0 0
MICROSOFT CORP COM 594918104   39,484,576 105,001 SH   SOLE   105,001 0 0
NCINO INC COM 63947X101   29,089,546 864,988 SH   SOLE   864,988 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   23,741,641 212,815 SH   SOLE   212,815 0 0
COUPANG INC CL A 22266T109   21,376,402 1,320,346 SH   SOLE   1,320,346 0 0
GLOBANT S A COM L44385109   17,918,704 75,295 SH   SOLE   75,295 0 0
VISA INC COM CL A 92826C839   17,104,474 65,698 SH   SOLE   65,698 0 0
SOTERA HEALTH CO COM 83601L102   16,152,326 958,595 SH   SOLE   958,595 0 0
SPRINKLR INC CL A 85208T107   15,278,591 1,268,986 SH   SOLE   1,268,986 0 0
DYNATRACE INC COM NEW 268150109   14,720,907 269,170 SH   SOLE   269,170 0 0
AMAZON COM INC COM 023135106   14,361,673 94,522 SH   SOLE   94,522 0 0
SEA LTD SPONSORD ADS 81141R100   11,521,967 284,493 SH   SOLE   284,493 0 0
MASTERCARD INCORPORATED CL A 57636Q104   9,644,244 22,612 SH   SOLE   22,612 0 0
META PLATFORMS INC CL A 30303M102   8,301,424 23,453 SH   SOLE   23,453 0 0
ENDAVA PLC ADS 29260V105   7,561,181 97,125 SH   SOLE   97,125 0 0
ALPHABET INC CAP STK CL A 02079K305   3,930,178 28,135 SH   SOLE   28,135 0 0