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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL C 02079K107   33,002,055 250,300 SH   SOLE   0 0 250,300
AMPHENOL CORP NEW CL A 032095101   2,371,878 28,240 SH   SOLE   0 0 28,240
AUTODESK INC COM 052769106   2,942,260 14,220 SH   SOLE   0 0 14,220
CONSTELLATION BRANDS INC CL A 21036P108   4,577,976 18,215 SH   SOLE   0 0 18,215
DUTCH BROS INC CL A 26701L100   5,924,170 254,803 SH   SOLE   0 0 254,803
INTUIT COM 461202103   22,343,406 43,730 SH   SOLE   0 0 43,730
LAUDER ESTEE COS INC CL A 518439104   1,705,979 11,802 SH   SOLE   0 0 11,802
MICROSOFT CORP COM 594918104   186,545,100 590,800 SH   SOLE   0 0 590,800
NEXTRACKER INC CLASS A COM 65290E101   32,897,827 819,169 SH   SOLE   0 0 819,169
NU HLDGS LTD ORD SHS CL A G6683N103   8,337,500 1,150,000 SH   SOLE   0 0 1,150,000
PROCTER AND GAMBLE CO COM 742718109   3,362,073 23,050 SH   SOLE   0 0 23,050
QUANTA SVCS INC COM 74762E102   53,753,255 287,343 SH   SOLE   0 0 287,343
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   12,188,560 502,000 SH   SOLE   0 0 502,000
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   20,540,156 1,125,488 SH   SOLE   0 0 1,125,488
SOLAREDGE TECHNOLOGIES INC COM 83417M104   7,349,693 56,750 SH   SOLE   0 0 56,750
UBER TECHNOLOGIES INC COM 90353T100   46,449,900 1,010,000 SH   SOLE   0 0 1,010,000