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
AMAZON.COM INC COM 023135106   4,517,520 53,780 SH   SOLE   53,780 0 0
APTIV PLC SHS G6095L109   2,489,831 26,735 SH   SOLE   26,735 0 0
BOSTON SCIENTIFIC CORP COM 101137107   5,430,941 117,375 SH   SOLE   117,375 0 0
COOPER COS INC COM NEW 216648402   4,809,595 14,545 SH   SOLE   14,545 0 0
DOLLAR GENERAL CORP COM 256677105   4,575,325 18,580 SH   SOLE   18,580 0 0
DRAFTKINGS INC COM CL A 26142R104   2,509,046 220,285 SH   SOLE   220,285 0 0
LAUDER ESTEE COS INC CL A 518439104   5,219,738 21,038 SH   SOLE   21,038 0 0
ALPHABET INC CAP STK CL A 02079K305   8,225,242 93,225 SH   SOLE   93,225 0 0
ALPHABET INC CAP STK CL C 02079K107   5,535,421 62,385 SH   SOLE   62,385 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   2,664,629 7,760 SH   SOLE   7,760 0 0
HOME DEPOT INC COM 437076102   1,641,524 5,197 SH   SOLE   5,197 0 0
JPMORGAN CHASE & CO COM 46625H100   4,806,546 35,843 SH   SOLE   35,843 0 0
LULULEMON ATHLETICA INC COM 550021109   4,214,599 13,155 SH   SOLE   13,155 0 0
MASTERCARD INC CL A 57636Q104   8,331,263 23,959 SH   SOLE   23,959 0 0
MARRIOTT INTERNATIONAL - CL A CL A 571903202   3,606,860 24,225 SH   SOLE   24,225 0 0
MCDONALD'S CORP COM 580135101   5,424,765 20,585 SH   SOLE   20,585 0 0
META PLATFORMS INC - CL A CL A 30303M102   8,588,786 71,371 SH   SOLE   71,371 0 0
MICROSOFT CORP COM 594918104   3,147,638 13,125 SH   SOLE   13,125 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107   3,580,422 515,911 SH   SOLE   515,911 0 0
PROCTER & GAMBLE CO/THE COM 742718109   4,482,387 29,575 SH   SOLE   29,575 0 0
PAYPAL HOLDINGS INC COM 70450Y103   1,615,982 22,690 SH   SOLE   22,690 0 0
ROSS STORES INC COM 778296103   3,751,963 32,325 SH   SOLE   32,325 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   3,485,118 71,725 SH   SOLE   71,725 0 0
SNOWFLAKE INC-CLASS A CL A 833445109   444,974 3,100 SH   SOLE   3,100 0 0
TRANSDIGM GROUP INC COM 893641100   6,198,904 9,845 SH   SOLE   9,845 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   6,795,509 497,475 SH   SOLE   497,475 0 0