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
EATON CORP PLC SHS G29183103   1,200,269 3,828 SH   SOLE   3,828 0 0
ALPHABET INC CAP STK CL A 02079K305   991,442 5,443 SH   SOLE   5,443 0 0
AMAZON COM INC COM 023135106   57,070,590 295,320 SH   SOLE   295,320 0 0
ARISTA NETWORKS INC COM 040413106   5,513,401 15,731 SH   SOLE   15,731 0 0
META PLATFORMS INC CL A 30303M102   62,759,759 124,469 SH   SOLE   124,469 0 0
GE AEROSPACE COM NEW 369604301   7,980,135 50,199 SH   SOLE   50,199 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   41,927,818 440,372 SH   SOLE   440,372 0 0
MICROSOFT CORP COM 594918104   30,886,480 69,105 SH   SOLE   69,105 0 0
NETFLIX INC COM 64110L106   17,660,260 26,168 SH   SOLE   26,168 0 0
NVIDIA CORPORATION COM 67066G104   74,214,802 600,735 SH   SOLE   600,735 0 0
PERFICIENT INC COM 71375U101   3,206,173 42,869 SH   SOLE   42,869 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   1,107,074 49,445 SH   SOLE   49,445 0 0
SERVICENOW INC COM 81762P102   48,414,032 61,543 SH   SOLE   61,543 0 0
WABTEC COM 929740108   1,006,937 6,371 SH   SOLE   6,371 0 0
UBS GROUP AG CALL H42097107   28,606,169 321,354 SH Call SOLE   0 0 0
GE AEROSPACE CALL 369604901   13,536,600 18,480 SH Call SOLE   0 0 0