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   407,367,311 3,113,001 SH   SOLE   3,113,001 0 0
AMAZON COM INC COM 023135106   694,683,978 5,464,789 SH   SOLE   5,464,789 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   223,973,357 380,480 SH   SOLE   380,480 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102   48,164,391 5,080,632 SH   SOLE   5,080,632 0 0
BATH & BODY WORKS INC COM 070830104   294,276,354 8,706,401 SH   SOLE   8,706,401 0 0
BILL HOLDINGS INC COM 090043100   276,494,025 2,546,689 SH   SOLE   2,546,689 0 0
BLOCK INC CL A 852234103   172,000,822 3,886,146 SH   SOLE   3,886,146 0 0
BOOKING HOLDINGS INC COM 09857L108   460,893,244 149,449 SH   SOLE   149,449 0 0
DICKS SPORTING GOODS INC COM 253393102   317,320,707 2,922,460 SH   SOLE   2,922,460 0 0
EPAM SYS INC COM 29414B104   269,555,813 1,054,229 SH   SOLE   1,054,229 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   195,553,124 2,160,808 SH   SOLE   2,160,808 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   274,015,354 4,643,541 SH   SOLE   4,643,541 0 0
ICICI BANK LIMITED ADR 45104G104   278,417,121 12,042,263 SH   SOLE   12,042,263 0 0
KKR & CO INC COM 48251W104   404,365,931 6,564,382 SH   SOLE   6,564,382 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   308,367,130 3,713,477 SH   SOLE   3,713,477 0 0
LPL FINL HLDGS INC COM 50212V100   437,303,092 1,840,114 SH   SOLE   1,840,114 0 0
MASTERCARD INCORPORATED CL A 57636Q104   691,394,261 1,746,342 SH   SOLE   1,746,342 0 0
META PLATFORMS INC CL A 30303M102   834,314,512 2,779,103 SH   SOLE   2,779,103 0 0
MICROSOFT CORP COM 594918104   572,078,692 1,811,809 SH   SOLE   1,811,809 0 0
PTC INC COM 69370C100   448,624,478 3,166,463 SH   SOLE   3,166,463 0 0
SALESFORCE INC COM 79466L302   506,874,971 2,499,630 SH   SOLE   2,499,630 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   677,833,209 7,800,152 SH   SOLE   7,800,152 0 0
TEMPUR SEALY INTL INC COM 88023U101   206,808,598 4,771,772 SH   SOLE   4,771,772 0 0
TRANSDIGM GROUP INC COM 893641100   368,228,596 436,740 SH   SOLE   436,740 0 0
UNITEDHEALTH GROUP INC COM 91324P102   449,317,490 891,167 SH   SOLE   891,167 0 0
WORKDAY INC CL A 98138H101   554,231,142 2,579,619 SH   SOLE   2,579,619 0 0