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
ALPHABET INC CAP STK CL A 02079K305   19,659,074 127,128 SH   SOLE   127,128 0 0
CBRE GROUP INC CL A 12504L109   30,894,159 236,230 SH   SOLE   236,230 0 0
COUPANG INC CL A 22266T109   31,769,596 1,448,682 SH   SOLE   1,448,682 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   5,953,346 37,155 SH   SOLE   37,155 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   20,017,315 248,755 SH   SOLE   248,755 0 0
GE AEROSPACE COM NEW 369604301   4,028,019 20,125 SH   SOLE   20,125 0 0
KASPI KZ JSC SPONSORED ADS 48581R205   39,591,240 426,400 SH   SOLE   426,400 0 0
MERCADOLIBRE INC COM 58733R102   34,103,158 17,481 SH   SOLE   17,481 0 0
META PLATFORMS INC CL A 30303M102   9,287,465 16,114 SH   SOLE   16,114 0 0
MICROSOFT CORP COM 594918104   37,092,661 98,811 SH   SOLE   98,811 0 0
NCINO INC COM 63947X101   9,782,809 356,127 SH   SOLE   356,127 0 0
PTC INC COM 69370C100   9,647,962 62,265 SH   SOLE   62,265 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   14,639,540 88,190 SH   SOLE   88,190 0 0
TRANSUNION COM 89400J107   60,117,126 724,390 SH   SOLE   724,390 0 0
WORKDAY INC CL A 98138H101   26,567,073 113,763 SH   SOLE   113,763 0 0