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
ADVANCED DRAIN SYS INC DEL COM 00790R104 BBG000G7CDN9 36,582,458 321,378 SH   SOLE   321,378 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 BBG000D0SMY8 50,773,413 820,249 SH   SOLE   820,249 0 0
DEXCOM INC COM 252131107 BBG000QTF8K1 40,851,312 437,849 SH   SOLE   437,849 0 0
ELEVANCE HEALTH INC COM 036752103 BBG000BCG930 49,173,722 112,934 SH   SOLE   112,934 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106 BBG011RWTYW5 32,762,961 2,022,405 SH   SOLE   2,022,405 0 0
FISERV INC COM 337738108 BBG000BJKPG0 47,317,363 418,886 SH   SOLE   418,886 0 0
GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206 BBG000BJDPF9 17,030,779 5,583,862 SH   SOLE   5,583,862 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG000BJPDZ1 29,857,424 102,150 SH   SOLE   102,150 0 0
MASIMO CORP COM 574795100 BBG000C3W281 34,978,358 398,932 SH   SOLE   398,932 0 0
META PLATFORMS INC CL A 30303M102 BBG000MM2P62 61,803,632 205,868 SH   SOLE   205,868 0 0
MICROSOFT CORP COM 594918104 BBG000BPH459 27,340,477 86,589 SH   SOLE   86,589 0 0
PROLOGIS INC. COM 74340W103 BBG000B9Z0J8 35,372,183 315,232 SH   SOLE   315,232 0 0
SOTERA HEALTH CO COM 83601L102 BBG008LZG0Z5 51,553,026 3,441,457 SH   SOLE   3,441,457 0 0
SPIRIT AIRLS INC COM 848577102 BBG000BF6RQ9 24,741,651 1,499,494 SH   SOLE   1,499,494 0 0