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
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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
AIR PRODS & CHEMS INC COM 009158106   56,963,400 201,000 SH   SOLE   201,000 0 0
ALPHABET INC CAP STK CL A 02079K305   191,171,804 1,460,888 SH   SOLE   1,460,888 0 0
AMAZON COM INC COM 023135106   114,967,582 904,402 SH   SOLE   904,402 0 0
BLOCK INC CL A 852234103   104,912,001 2,370,357 SH   SOLE   2,370,357 0 0
CAMDEN PPTY TR SH BEN INT 133131102   153,896,414 1,627,156 SH   SOLE   1,627,156 0 0
CAZOO GROUP LTD CL A G2007L204   1,003,707 1,841,326 SH   SOLE   1,841,326 0 0
DANAHER CORPORATION COM 235851102   80,880,600 326,000 SH   SOLE   326,000 0 0
DLOCAL LTD CLASS A COM G29018101   52,461,561 2,736,649 SH   SOLE   2,736,649 0 0
ELEVANCE HEALTH INC COM 036752103   417,581,713 959,032 SH   SOLE   959,032 0 0
ENTEGRIS INC COM 29362U104   112,785,910 1,201,000 SH   SOLE   1,201,000 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   155,526,547 2,649,064 SH   SOLE   2,649,064 0 0
GENERAL ELECTRIC CO COM NEW 369604301   292,587,379 2,646,652 SH   SOLE   2,646,652 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   249,240,596 4,223,701 SH   SOLE   4,223,701 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   102,154,689 680,215 SH   SOLE   680,215 0 0
INSULET CORP COM 45784P101   290,422,678 1,820,946 SH   SOLE   1,820,946 0 0
INVITATION HOMES INC COM 46187W107   275,267,548 8,686,259 SH   SOLE   8,686,259 0 0
LAS VEGAS SANDS CORP COM 517834107   72,262,864 1,576,415 SH   SOLE   1,576,415 0 0
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 531229722   1,867,000 58,162 SH   SOLE   58,162 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   122,793,798 1,971,008 SH   SOLE   1,971,008 0 0
MAPLEBEAR INC COM 565394103   858,245,267 28,906,880 SH   SOLE   28,906,880 0 0
MASTERCARD INCORPORATED CL A 57636Q104   15,044,580 38,000 SH   SOLE   38,000 0 0
META PLATFORMS INC CL A 30303M102   510,530,521 1,700,578 SH   SOLE   1,700,578 0 0
MICROSOFT CORP COM 594918104   538,982,093 1,706,990 SH   SOLE   1,706,990 0 0
MONGODB INC CL A 60937P106   36,315,300 105,000 SH   SOLE   105,000 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   287,515,200 39,657,269 SH   SOLE   39,657,269 0 0
NVIDIA CORPORATION COM 67066G104   63,830,868 146,741 SH   SOLE   146,741 0 0
PHILIP MORRIS INTL INC COM 718172109   282,928,554 3,056,044 SH   SOLE   3,056,044 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   53,082,886 812,659 SH   SOLE   812,659 0 0
RH COM 74967X103   86,181,360 326,000 SH   SOLE   326,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   327,388,606 13,483,880 SH   SOLE   13,483,880 0 0
SALESFORCE INC COM 79466L302   39,542,100 195,000 SH   SOLE   195,000 0 0
SIGHT SCIENCES INC COM 82657M105   19,721,361 5,852,036 SH   SOLE   5,852,036 0 0
TEMPUR SEALY INTL INC COM 88023U101   410,010,139 9,460,317 SH   SOLE   9,460,317 0 0
VALVOLINE INC COM 92047W101   105,909,399 3,285,031 SH   SOLE   3,285,031 0 0
VISA INC COM CL A 92826C839   149,846,455 651,478 SH   SOLE   651,478 0 0
WARBY PARKER INC CL A COM 93403J106   196,663,343 14,944,023 SH   SOLE   14,944,023 0 0
YUM BRANDS INC COM 988498101   112,446,000 900,000 SH   SOLE   900,000 0 0