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
AMPHENOL CORP NEW CL A 032095101   3,360,820 44,140 SH   SOLE   44,140 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   14,014,250 725,000 SH   SOLE   725,000 0 0
AUTODESK INC COM 052769106   3,376,741 18,070 SH   SOLE   18,070 0 0
CONSTELLATION BRANDS INC CL A 21036P108   4,221,326 18,215 SH   SOLE   18,215 0 0
EURONET WORLDWIDE INC COM 298736109   39,041,136 413,659 SH   SOLE   413,659 0 0
INTUIT COM 461202103   17,164,602 44,100 SH   SOLE   44,100 0 0
LAUDER ESTEE COS INC CL A 518439104   2,568,435 10,352 SH   SOLE   10,352 0 0
LIVENT CORP COM 53814L108   1,670,670 84,080 SH   SOLE   84,080 0 0
MICROSOFT CORP COM 594918104   141,685,656 590,800 SH   SOLE   590,800 0 0
PROCTER AND GAMBLE CO COM 742718109   3,493,458 23,050 SH   SOLE   23,050 0 0
QUANTA SVCS INC COM 74762E102   24,110,003 169,193 SH   SOLE   169,193 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   10,464,554 567,800 SH   SOLE   567,800 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   18,144,489 735,488 SH   SOLE   735,488 0 0
SIMON PPTY GROUP INC NEW COM 828806109   1,641,196 13,970 SH   SOLE   13,970 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   24,077,950 85,000 SH   SOLE   85,000 0 0