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
AMAZON COM INC COM 023135106   57,547,753 262,308 SH   SOLE   262,308 0 0
ARROW ELECTRS INC COM 042735100   21,085,587 165,468 SH   SOLE   165,468 0 0
CACI INTL INC CL A 127190304   41,428,091 86,906 SH   SOLE   86,906 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   44,220,801 160,000 SH   SOLE   160,000 0 0
COMFORT SYS USA INC COM 199908104   71,754,014 133,817 SH   SOLE   133,817 0 0
CRH PLC ORD G25508105   34,640,455 377,347 SH   SOLE   377,347 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   13,098,029 2,603,982 SH   SOLE   2,603,982 0 0
GRUPO CIBEST SA SPON ADS 40090E106   16,171,628 350,111 SH   SOLE   350,111 0 0
LENDINGTREE INC NEW COM 52603B107   14,183,353 382,610 SH   SOLE   382,610 0 0
MAGNITE INC COM 55955D100   6,869,473 284,804 SH   SOLE   284,804 0 0
META PLATFORMS INC CL A 30303M102   19,336,482 26,198 SH   SOLE   26,198 0 0
MKS INC. COM 55306N104   18,595,323 187,151 SH   SOLE   187,151 0 0
NEWS CORP NEW CL A 65249B109   10,296,494 346,450 SH   SOLE   346,450 0 0
NVIDIA CORPORATION COM 67066G104   25,095,447 158,842 SH   SOLE   158,842 0 0
OKTA INC CL A 679295105   25,272,516 252,801 SH   SOLE   252,801 0 0
SEA LTD SPONSORD ADS 81141R100   75,731,590 473,500 SH   SOLE   473,500 0 0
SHARKNINJA INC COM SHS G8068L108   24,765,318 250,180 SH   SOLE   250,180 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   34,821,026 153,742 SH   SOLE   153,742 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   25,250,814 103,977 SH   SOLE   103,977 0 0
TAPESTRY INC COM 876030107   41,522,891 472,872 SH   SOLE   472,872 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   63,237,813 347,556 SH   SOLE   347,556 0 0
TRIPADVISOR INC COM 896945201   15,685,605 1,201,962 SH   SOLE   1,201,962 0 0
TWILIO INC CL A 90138F102   53,269,856 428,352 SH   SOLE   428,352 0 0
UNITY SOFTWARE INC COM 91332U101   14,102,937 582,766 SH   SOLE   582,766 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   30,818,401 240,000 SH   SOLE   240,000 0 0
VISA INC COM CL A 92826C839   29,715,555 83,694 SH   SOLE   83,694 0 0