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 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ADOBE SYSTEMS INCORPORATEDCOM00724F1011,5172,675SH SOLE 2,67500
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W102113,776957,791SH SOLE 957,79100
ALPHABET INCCAP STK CL A02079K3052,651915SH SOLE 91500
AMAZON COM INCCOM0231351065,3581,607SH SOLE 1,60700
AMPHENOL CORP NEWCL A0320951014,63052,940SH SOLE 52,94000
AUTODESK INCCOM0527691062,6919,570SH SOLE 9,57000
CONSTELLATION BRANDS INCCL A21036P1084,57118,215SH SOLE 18,21500
DYNATRACE INCCOM NEW26815010967,2031,113,550SH SOLE 1,113,55000
ECOLAB INCCOM2788651001,8117,720SH SOLE 7,72000
EURONET WORLDWIDE INCCOM29873610980,780677,854SH SOLE 677,85400
FIDELITY NATL INFORMATION SVCOM31620M1066115,600SH SOLE 5,60000
GLOBAL PMTS INCCOM37940X102106,745789,648SH SOLE 789,64800
LAUDER ESTEE COS INCCL A5184391042,9738,032SH SOLE 8,03200
LIVENT CORPCOM53814L108104,1784,273,080SH SOLE 4,273,08000
META PLATFORMS INCCL A30303M1024,11412,230SH SOLE 12,23000
MICROSOFT CORPCOM594918104207,846618,000SH SOLE 618,00000
PROCTER AND GAMBLE COCOM7427181094,55627,850SH SOLE 27,85000
SERVICENOW INCCOM81762P1024,0266,202SH SOLE 6,20200
SIMON PPTY GROUP INC NEWCOM8288061091,5829,900SH SOLE 9,90000
UBER TECHNOLOGIES INCCOM90353T1001,13026,950SH SOLE 26,95000