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
ADOBE INC COM 00724F101   49,696,780 83,300 SH   SOLE   0 0 83,300
AMPHENOL CORP NEW CL A 032095101   3,889,861 39,240 SH   SOLE   0 0 39,240
ANSYS INC COM 03662Q105   1,897,862 5,230 SH   SOLE   0 0 5,230
AUTODESK INC COM 052769106   2,415,322 9,920 SH   SOLE   0 0 9,920
CONSTELLATION BRANDS INC CL A 21036P108   4,403,476 18,215 SH   SOLE   0 0 18,215
DUTCH BROS INC CL A 26701L100   8,170,955 258,003 SH   SOLE   0 0 258,003
INTUIT COM 461202103   1,648,829 2,638 SH   SOLE   0 0 2,638
MCDONALDS CORP COM 580135101   1,245,342 4,200 SH   SOLE   0 0 4,200
MICROSOFT CORP COM 594918104   245,065,268 651,700 SH   SOLE   0 0 651,700
NEXTRACKER INC CLASS A COM 65290E101   39,197,943 836,669 SH   SOLE   0 0 836,669
NU HLDGS LTD ORD SHS CL A G6683N103   9,579,500 1,150,000 SH   SOLE   0 0 1,150,000
PROCTER AND GAMBLE CO COM 742718109   3,377,747 23,050 SH   SOLE   0 0 23,050
QUANTA SVCS INC COM 74762E102   62,612,859 290,143 SH   SOLE   0 0 290,143
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   8,609,820 367,000 SH   SOLE   0 0 367,000
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   47,179,533 3,036,006 SH   SOLE   0 0 3,036,006
UBER TECHNOLOGIES INC COM 90353T100   62,733,673 1,018,900 SH   SOLE   0 0 1,018,900