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
Adobe Inc COM 00724F101   45,460,644 89,156 SH   SOLE   89,156 0 0
Applied Materials Inc COM 038222105   15,229,500 110,000 SH   SOLE   110,000 0 0
Atlassian Corp CL A 049468101   28,490,290 141,384 SH   SOLE   141,384 0 0
H&R Block Inc COM 093671105   2,368,300 55,000 SH   SOLE   55,000 0 0
Celanese Corp COM 150870103   5,522,880 44,000 SH   SOLE   44,000 0 0
Danaher Corp COM 235851102   26,389,608 120,000 SH   SOLE   120,000 0 0
Dexcom Inc COM 252131107   11,662,500 125,000 SH   SOLE   125,000 0 0
Lam Research Corp COM 512807108   70,386,271 112,300 SH   SOLE   112,300 0 0
Mastercard Inc CL A 57636Q104   50,181,593 126,750 SH   SOLE   126,750 0 0
Microsoft Corp COM 594918104   82,730,921 262,014 SH   SOLE   262,014 0 0
NVIDIA Corp COM 67066G104   97,165,021 223,373 SH   SOLE   223,373 0 0
Philip Morris International In COM 718172109   17,960,520 194,000 SH   SOLE   194,000 0 0
Charles Schwab Corp/The COM 808513105   67,746,600 1,234,000 SH   SOLE   1,234,000 0 0
Veeva Systems Inc CL A COM 922475108   49,743,525 244,500 SH   SOLE   244,500 0 0
Veralto Corp COM SHS 92338C103   3,382,399 40,000 SH   SOLE   40,000 0 0
Visa Inc COM CL A 92826C839   46,462,020 202,000 SH   SOLE   202,000 0 0