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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 93,737 824,571 SH   SOLE   824,571 0 0
AMPHENOL CORP NEW CL A 032095101 3,408 52,940 SH   SOLE   52,940 0 0
AUTODESK INC COM 052769106 3,640 21,170 SH   SOLE   21,170 0 0
CONSTELLATION BRANDS INC CL A 21036P108 4,245 18,215 SH   SOLE   18,215 0 0
ECOLAB INC COM 278865100 1,448 9,420 SH   SOLE   9,420 0 0
EURONET WORLDWIDE INC COM 298736109 55,770 554,429 SH   SOLE   554,429 0 0
GLOBAL PMTS INC COM 37940X102 26,870 242,860 SH   SOLE   242,860 0 0
LAUDER ESTEE COS INC CL A 518439104 2,636 10,352 SH   SOLE   10,352 0 0
LIVENT CORP COM 53814L108 89,400 3,940,080 SH   SOLE   3,940,080 0 0
MICROSOFT CORP COM 594918104 151,735 590,800 SH   SOLE   590,800 0 0
PROCTER AND GAMBLE CO COM 742718109 3,314 23,050 SH   SOLE   23,050 0 0
SIMON PPTY GROUP INC NEW COM 828806109 1,326 13,970 SH   SOLE   13,970 0 0