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   22,366,448 215,062 SH   SOLE   181,942 0 33,120
ALPHABET INC CAP STK CL A 02079K305   10,014,613 96,545 SH   SOLE   68,079 0 28,466
AMAZON COM INC COM 023135106   22,628,256 219,075 SH   SOLE   172,042 0 47,033
AMERICAN EXPRESS CO COM 025816109   467,138 2,832 SH   SOLE   2,832 0 0
APPLE INC COM 037833100   28,479,973 172,711 SH   SOLE   139,039 0 33,672
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   488,474 1,582 SH   SOLE   1,577 0 5
BOOKING HOLDINGS INC COM 09857L108   11,455,292 4,319 SH   SOLE   3,461 0 858
COCA COLA CO COM 191216100   359,154 5,790 SH   SOLE   3,247 0 2,543
DEXCOM INC COM 252131107   13,521,283 116,382 SH   SOLE   92,412 0 23,970
DR REDDYS LABS LTD ADR 256135203   5,182,967 91,041 SH   SOLE   72,598 0 18,443
INTUITIVE SURGICAL INC COM NEW 46120E602   12,497,138 48,918 SH   SOLE   39,162 0 9,756
ISHARES TR CORE S&P500 ETF 464287200   1,383,313 3,365 SH   SOLE   2,759 0 606
KROGER CO COM 501044101   394,960 8,000 SH   SOLE   4,486 0 3,514
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   4,016,603 164,144 SH   SOLE   131,065 0 33,079
MASTERCARD INCORPORATED CL A 57636Q104   23,977,651 65,980 SH   SOLE   53,447 0 12,533
MERCADOLIBRE INC COM 58733R102   24,114,134 18,295 SH   SOLE   14,916 0 3,379
META PLATFORMS INC CL A 30303M102   28,274,832 133,410 SH   SOLE   117,108 0 16,302
MID-AMER APT CMNTYS INC COM 59522J103   671,373 4,445 SH   SOLE   2,493 0 1,952
NOVO-NORDISK A S ADR 670100205   16,814,179 105,657 SH   SOLE   84,225 0 21,432
NVIDIA CORPORATION COM 67066G104   37,649,499 135,542 SH   SOLE   106,917 0 28,625
PALO ALTO NETWORKS INC COM 697435105   12,979,337 64,981 SH   SOLE   52,461 0 12,520
PAYPAL HLDGS INC COM 70450Y103   13,208,851 173,938 SH   SOLE   133,590 0 40,348
PIONEER NAT RES CO COM 723787107   17,078,552 83,620 SH   SOLE   66,260 0 17,360
SALESFORCE INC COM 79466L302   19,733,322 98,775 SH   SOLE   77,749 0 21,026
SEA LTD SPONSORD ADS 81141R100   11,946,563 138,031 SH   SOLE   112,928 0 25,103
SERVICENOW INC COM 81762P102   13,860,577 29,826 SH   SOLE   23,919 0 5,907
STRYKER CORPORATION COM 863667101   8,170,405 28,621 SH   SOLE   22,543 0 6,078
TOTALENERGIES SE SPONSORED ADS 89151E109   269,977 4,572 SH   SOLE   4,572 0 0
ISHARES MSCI ACWI ETF ETF 464288257   110,394 1,211 SH   SOLE   1,211 0 0
WAL-MART DE MEXICO SA SPON ADR ADR 93114W107   1,695,437 42,576 SH   SOLE   42,576 0 0