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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ATVI US Equity COM 00507V109   10,329,110 122,528 SH   SOLE 0 122,528 0 0
GOOGL US Equity CAP STK CL A 02079K305   14,978,300 125,132 SH   SOLE 0 125,132 0 0
AMZN US Equity COM 023135106   11,383,166 87,321 SH   SOLE 0 87,321 0 0
ANET US Equity COM 040413106   7,506,619 46,320 SH   SOLE 0 46,320 0 0
CLX US Equity COM 189054109   7,386,454 46,444 SH   SOLE 0 46,444 0 0
KO US Equity COM 191216100   7,637,161 126,821 SH   SOLE 0 126,821 0 0
CL US Equity COM 194162103   12,437,723 161,445 SH   SOLE 0 161,445 0 0
FAST US Equity COM 311900104   9,076,437 153,864 SH   SOLE 0 153,864 0 0
HSY US Equity COM 427866108   8,435,615 33,783 SH   SOLE 0 33,783 0 0
MSFT US Equity COM 594918104   14,373,172 42,207 SH   SOLE 0 42,207 0 0
NVR US Equity COM 62944T105   9,240,152 1,455 SH   SOLE 0 1,455 0 0
PG US Equity COM 742718109   8,126,436 53,555 SH   SOLE 0 53,555 0 0
SPGI US Equity COM 78409V104   11,123,094 27,746 SH   SOLE 0 27,746 0 0
SBUX US Equity COM 855244109   10,026,952 101,221 SH   SOLE 0 101,221 0 0
V US Equity COM CL A 92826C839   14,863,873 62,590 SH   SOLE 0 62,590 0 0
WAT US Equity COM 941848103   12,309,350 46,182 SH   SOLE 0 46,182 0 0