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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AIRBNB INC COM CL A STOCK 009066101 11,427,374 68,637 SH   SOLE 1 68,637 0 0
ALCON AG ORD SHS STOCK H01301128 95,769,633 1,082,835 SH   SOLE 1 1,082,835 0 0
DECKERS OUTDOOR CORP COM STOCK 243537107 10,315,290 28,160 SH   SOLE 1 28,160 0 0
ELECTRONIC ARTS INC COM STOCK 285512109 10,897,050 82,616 SH   SOLE 1 82,616 0 0
GOLDMAN SACHS GROUP INC COM STOCK 38141G104 26,834,352 70,146 SH   SOLE 1 70,146 0 0
JPMORGAN CHASE CO COM STOCK 46625H100 26,484,671 167,254 SH   SOLE 1 167,254 0 0
MICROSOFT CORP COM STOCK 594918104 14,278,466 42,455 SH   SOLE 1 42,455 0 0
STELLANTIS N.V SHS STOCK N82405106 78,860,101 4,157,674 SH   SOLE 1 4,157,674 0 0
T-MOBILE US INC COM STOCK 872590104 29,480,144 254,183 SH   SOLE 1 254,183 0 0
UBS GROUP AG SHS STOCK H42097107 78,895,879 4,386,361 SH   SOLE 1 4,386,361 0 0