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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 | 18,302,761 | 151,300 | SH | SOLE | 151,300 | 0 | 0 | |||
| AMPHENOL CORP NEW | CL A | 032095101 | 2,398,988 | 28,240 | SH | SOLE | 28,240 | 0 | 0 | |||
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | 3,225,788 | 142,734 | SH | SOLE | 142,734 | 0 | 0 | |||
| AUTODESK INC | COM | 052769106 | 2,909,554 | 14,220 | SH | SOLE | 14,220 | 0 | 0 | |||
| COGNEX CORP | COM | 192422103 | 677,842 | 12,100 | SH | SOLE | 12,100 | 0 | 0 | |||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 4,483,258 | 18,215 | SH | SOLE | 18,215 | 0 | 0 | |||
| EURONET WORLDWIDE INC | COM | 298736109 | 42,682,657 | 363,659 | SH | SOLE | 363,659 | 0 | 0 | |||
| INTUIT | COM | 461202103 | 20,036,649 | 43,730 | SH | SOLE | 43,730 | 0 | 0 | |||
| LAUDER ESTEE COS INC | CL A | 518439104 | 2,317,677 | 11,802 | SH | SOLE | 11,802 | 0 | 0 | |||
| LIVENT CORP | COM | 53814L108 | 19,475,300 | 710,000 | SH | SOLE | 710,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 201,191,032 | 590,800 | SH | SOLE | 590,800 | 0 | 0 | |||
| NEXTRACKER INC | CLASS A COM | 65290E101 | 32,173,208 | 808,169 | SH | SOLE | 808,169 | 0 | 0 | |||
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 9,073,500 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | |||
| PROCTER AND GAMBLE CO | COM | 742718109 | 3,497,607 | 23,050 | SH | SOLE | 23,050 | 0 | 0 | |||
| QUANTA SVCS INC | COM | 74762E102 | 56,448,532 | 287,343 | SH | SOLE | 287,343 | 0 | 0 | |||
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | 8,363,320 | 502,000 | SH | SOLE | 502,000 | 0 | 0 | |||
| SHOALS TECHNOLOGIES GROUP IN | CL A | 82489W107 | 28,767,473 | 1,125,488 | SH | SOLE | 1,125,488 | 0 | 0 | |||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 22,869,250 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 18,908,460 | 438,000 | SH | SOLE | 438,000 | 0 | 0 | |||