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
ADOBE INC COM 00724F101   84,444,732 189,900 SH   SOLE   0 0 189,900
AMPHENOL CORP NEW CL A 032095101   5,450,436 78,480 SH   SOLE   0 0 78,480
ANSYS INC COM 03662Q105   1,764,236 5,230 SH   SOLE   0 0 5,230
BUMBLE INC COM CL A 12047B105   5,494,500 675,000 SH   SOLE   0 0 675,000
CONSTELLATION BRANDS INC CL A 21036P108   2,169,115 9,815 SH   SOLE   0 0 9,815
DUTCH BROS INC CL A 26701L100   100,544,143 1,919,514 SH   SOLE   0 0 1,919,514
MICROSOFT CORP COM 594918104   234,438,300 556,200 SH   SOLE   0 0 556,200
PROCTER AND GAMBLE CO COM 742718109   3,864,333 23,050 SH   SOLE   0 0 23,050
QUANTA SVCS INC COM 74762E102   78,267,570 247,643 SH   SOLE   0 0 247,643
UBER TECHNOLOGIES INC COM 90353T100   59,831,408 991,900 SH   SOLE   0 0 991,900