The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 38,361 | 479,571 | SH | SOLE | 479,571 | 0 | 0 | ||
| AMPHENOL CORP NEW | CL A | 032095101 | 3,545 | 52,940 | SH | SOLE | 52,940 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 3,955 | 21,170 | SH | SOLE | 21,170 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 4,184 | 18,215 | SH | SOLE | 18,215 | 0 | 0 | ||
| ECOLAB INC | COM | 278865100 | 1,360 | 9,420 | SH | SOLE | 9,420 | 0 | 0 | ||
| EURONET WORLDWIDE INC | COM | 298736109 | 45,773 | 604,190 | SH | SOLE | 604,190 | 0 | 0 | ||
| GENERAC HLDGS INC | COM | 368736104 | 682 | 3,830 | SH | SOLE | 3,830 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 17,081 | 44,100 | SH | SOLE | 44,100 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 2,235 | 10,352 | SH | SOLE | 10,352 | 0 | 0 | ||
| LIVENT CORP | COM | 53814L108 | 91,293 | 2,978,580 | SH | SOLE | 2,978,580 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 137,597 | 590,800 | SH | SOLE | 590,800 | 0 | 0 | ||
| PROCTER AND GAMBLE CO | COM | 742718109 | 2,910 | 23,050 | SH | SOLE | 23,050 | 0 | 0 | ||
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | 7,431 | 225,800 | SH | SOLE | 225,800 | 0 | 0 | ||
| SIMON PPTY GROUP INC NEW | COM | 828806109 | 1,254 | 13,970 | SH | SOLE | 13,970 | 0 | 0 | ||