The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ADOBE INC | COM | 00724F101 | 1,019,800 | 2,000 | SH | SOLE | N/A | 2,000 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 12,281,280 | 232,600 | SH | SOLE | N/A | 232,600 | 0 | 0 | ||
| BURFORD CAP LTD | ORD SHS | G17977110 | 11,620,000 | 830,000 | SH | SOLE | N/A | 830,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 5,808,600 | 35,000 | SH | SOLE | N/A | 35,000 | 0 | 0 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 7,880,000 | 125,000 | SH | SOLE | N/A | 125,000 | 0 | 0 | ||
| DANAHER CORPORATION | COM | 235851102 | 4,962,000 | 20,000 | SH | SOLE | N/A | 20,000 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 7,711,350 | 15,000 | SH | SOLE | N/A | 15,000 | 0 | 0 | ||
| ELI LILLY & CO | COM | 532457108 | 8,056,950 | 15,000 | SH | SOLE | N/A | 15,000 | 0 | 0 | ||
| ENERGY RECOVERY INC | COM | 29270J100 | 5,514,600 | 260,000 | SH | SOLE | N/A | 260,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 5,910,800 | 20,000 | SH | SOLE | N/A | 20,000 | 0 | 0 | ||
| GALLAGHER ARTHUR J & CO | COM | 363576109 | 9,117,200 | 40,000 | SH | SOLE | N/A | 40,000 | 0 | 0 | ||
| INMODE LTD | SHS | M5425M103 | 3,046,000 | 100,000 | SH | SOLE | N/A | 100,000 | 0 | 0 | ||
| INSPIRE MED SYS INC | COM | 457730109 | 2,976,600 | 15,000 | SH | SOLE | N/A | 15,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 15,010,500 | 50,000 | SH | SOLE | N/A | 50,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 25,260,000 | 80,000 | SH | SOLE | N/A | 80,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,321,600 | 3,500 | SH | SOLE | N/A | 3,500 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 13,049,700 | 30,000 | SH | SOLE | N/A | 30,000 | 0 | 0 | ||
| REPLIGEN CORP | COM | 759916109 | 2,226,140 | 14,000 | SH | SOLE | N/A | 14,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 3,450,150 | 15,000 | SH | SOLE | N/A | 15,000 | 0 | 0 | ||