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
Adobe Inc COM 00724F101   20,677,413 53,656 SH   SOLE   53,656 0 0
Atlassian Corp CL A 049468101   6,313,434 36,884 SH   SOLE   36,884 0 0
Autodesk Inc COM 052769106   24,251,473 116,504 SH   SOLE   116,504 0 0
Canadian Natural Resources Ltd COM 136385101   20,202,750 365,000 SH   SOLE   365,000 0 0
Dexcom Inc COM 252131107   36,770,970 316,500 SH   SOLE   316,500 0 0
IDEXX Laboratories Inc COM 45168D104   24,628,940 49,250 SH   SOLE   49,250 0 0
Intuit Inc COM 461202103   26,118,951 58,585 SH   SOLE   58,585 0 0
Lam Research Corp COM 512807108   58,843,320 111,000 SH   SOLE   111,000 0 0
Lululemon Athletica Inc COM 550021109   16,661,693 45,750 SH   SOLE   45,750 0 0
Mastercard Inc CL A 57636Q104   50,241,433 138,250 SH   SOLE   138,250 0 0
Microsoft Corp COM 594918104   57,159,511 198,264 SH   SOLE   198,264 0 0
NVIDIA Corp COM 67066G104   75,698,714 272,523 SH   SOLE   272,523 0 0
Charles Schwab Corp/The COM 808513105   64,186,452 1,225,400 SH   SOLE   1,225,400 0 0
Union Pacific Corp COM 907818108   15,899,540 79,000 SH   SOLE   79,000 0 0
Veeva Systems Inc CL A COM 922475108   57,250,585 311,500 SH   SOLE   311,500 0 0
Visa Inc COM CL A 92826C839   49,939,390 221,500 SH   SOLE   221,500 0 0