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
ADOBE SYSTEMS INCORPORATED COM 00724F101 540 1,185 SH   SOLE   1,185 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 112,495 1,033,961 SH   SOLE   1,033,961 0 0
ALPHABET INC CAP STK CL A 02079K305 3,390 1,219 SH   SOLE   1,219 0 0
AMAZON COM INC COM 023135106 5,239 1,607 SH   SOLE   1,607 0 0
AMPHENOL CORP NEW CL A 032095101 3,989 52,940 SH   SOLE   52,940 0 0
AUTODESK INC COM 052769106 2,887 13,470 SH   SOLE   13,470 0 0
CONSTELLATION BRANDS INC CL A 21036P108 4,195 18,215 SH   SOLE   18,215 0 0
DYNATRACE INC COM NEW 268150109 69,051 1,466,050 SH   SOLE   1,466,050 0 0
ECOLAB INC COM 278865100 1,363 7,720 SH   SOLE   7,720 0 0
EURONET WORLDWIDE INC COM 298736109 81,019 622,504 SH   SOLE   622,504 0 0
GLOBAL PMTS INC COM 37940X102 100,533 734,673 SH   SOLE   734,673 0 0
LAUDER ESTEE COS INC CL A 518439104 2,329 8,552 SH   SOLE   8,552 0 0
LIVENT CORP COM 53814L108 111,399 4,273,080 SH   SOLE   4,273,080 0 0
META PLATFORMS INC CL A 30303M102 1,152 5,180 SH   SOLE   5,180 0 0
MICROSOFT CORP COM 594918104 190,536 618,000 SH   SOLE   618,000 0 0
PROCTER AND GAMBLE CO COM 742718109 4,255 27,850 SH   SOLE   27,850 0 0
SERVICENOW INC COM 81762P102 3,454 6,202 SH   SOLE   6,202 0 0
SIMON PPTY GROUP INC NEW COM 828806109 1,838 13,970 SH   SOLE   13,970 0 0
UBER TECHNOLOGIES INC COM 90353T100 962 26,950 SH   SOLE   26,950 0 0