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   29,696,864 210,721 SH   SOLE   157,059 0 32,226
ALPHABET INC CAP STK CL A 02079K305   12,677,706 90,756 SH   SOLE   63,010 0 27,746
AMAZON COM INC COM 023135106   33,069,931 217,651 SH   SOLE   154,411 0 47,279
APPLE INC COM 037833100   32,010,446 166,262 SH   SOLE   118,206 0 36,413
ASML HOLDING N V N Y REGISTRY SHS N07059210   20,291,468 26,808 SH   SOLE   19,848 0 4,962
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   429,419 1,204 SH   SOLE   1,199 0 5
BOOKING HOLDINGS INC COM 09857L108   16,032,430 4,520 SH   SOLE   3,323 0 882
COCA COLA CO COM 191216100   341,205 5,790 SH   SOLE   3,247 0 2,543
DEXCOM INC COM 252131107   20,208,307 162,852 SH   SOLE   117,221 0 32,580
HDFC BANK LTD SPONSORED ADS 40415F101   8,778,737 130,811 SH   SOLE   94,362 0 25,931
INTUITIVE SURGICAL INC COM NEW 46120E602   17,062,002 50,575 SH   SOLE   36,776 0 10,012
ISHARES TR CORE S&P500 ETF 464287200   564,006 1,181 SH   SOLE   575 0 606
KROGER CO COM 501044101   365,680 8,000 SH   SOLE   4,486 0 3,514
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   11,030,448 234,790 SH   SOLE   168,068 0 48,521
MASTERCARD INCORPORATED CL A 57636Q104   27,210,809 63,799 SH   SOLE   46,782 0 12,179
MERCADOLIBRE INC COM 58733R102   29,214,048 18,589 SH   SOLE   13,937 0 3,398
META PLATFORMS INC CL A 30303M102   46,983,946 132,738 SH   SOLE   110,642 0 16,364
MID-AMER APT CMNTYS INC COM 59522J103   481,636 3,582 SH   SOLE   1,630 0 1,952
NOVO-NORDISK A S ADR 670100205   22,412,976 216,655 SH   SOLE   155,959 0 43,774
NVIDIA CORPORATION COM 67066G104   64,253,654 129,748 SH   SOLE   94,174 0 26,744
PALO ALTO NETWORKS INC COM 697435105   19,474,131 66,041 SH   SOLE   46,880 0 12,904
PAYPAL HLDGS INC COM 70450Y103   7,095,387 115,541 SH   SOLE   79,701 0 20,997
PIONEER NAT RES CO COM 723787107   17,449,756 77,596 SH   SOLE   58,782 0 13,310
SALESFORCE INC COM 79466L302   26,249,492 99,755 SH   SOLE   71,396 0 20,200
SERVICENOW INC COM 81762P102   21,723,768 30,749 SH   SOLE   22,378 0 6,099
STRYKER CORPORATION COM 863667101   8,871,313 29,624 SH   SOLE   21,468 0 6,233
TEMPEST THERAPEUTICS INC COM 87978U108   44,000 10,000 SH   SOLE   0 0 10,000
TOTALENERGIES SE SPONSORED ADS 89151E109   213,190 3,164 SH   SOLE   3,164 0 0
ISHARES GLOBAL 100 ETF SPONSORED ADS 464287572   4,381 54 SH   SOLE   1 0 0
ISHARES MSCI ACWI ETF SPONSORED ADS 464288257   129,536 1,273 SH   SOLE   19 0 0
VANGUARD TTL WRLD STK INDX SPONSORED ADS 922042742   1,050 10 SH   SOLE   1 0 0