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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
VISA INC COM CL A 92826C839 252,927 1,140,493 SH   SOLE   1,140,493 0 0
SOTERA HEALTH CO COM 83601L102 50,924 2,351,055 SH   SOLE   2,351,055 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 142,546 2,324,251 SH   SOLE   2,324,251 0 0
LOWES COS INC COM 548661107 154,530 764,282 SH   SOLE   764,282 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 158,311 347,462 SH   SOLE   347,462 0 0
LIBERTY LATIN AMERICA LTD COM CL A G9001E102 2,136 220,237 SH   SOLE   220,237 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 195,322 2,411,383 SH   SOLE   2,411,383 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 48,226 5,028,750 SH   SOLE   5,028,750 0 0
BERRY GLOBAL GROUP INC COM 08579W103 65,027 1,121,935 SH   SOLE   1,121,935 0 0
AMAZON COM INC COM 023135106 69,183 21,222 SH   SOLE   21,222 0 0
PTC INC COM 69370C100 78,245 726,376 SH   SOLE   726,376 0 0
XP INC CL A G98239109 57,651 1,915,312 SH   SOLE   1,915,312 0 0
ASPEN TECHNOLOGY INC COM 045327103 301,717 1,824,499 SH   SOLE   1,824,499 0 0
ALPHABET INC CAP STK CL C 02079K107 83,647 29,949 SH   SOLE   29,949 0 0
CLARIVATE PLC ORD SHS G21810109 91,642 5,467,886 SH   SOLE   5,467,886 0 0