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
ALPHABET INC CAP STK CL C 02079K107   122,569,300 805,000 SH   SOLE   805,000 0 0
AMAZON COM INC COM 023135106   189,399,000 1,050,000 SH   SOLE   1,050,000 0 0
ARCHER AVIATION INC *W EXP 09/16/202 03945R110   300,000 416,666 SH   SOLE   416,666 0 0
AUTODESK INC COM 052769106   125,001,600 480,000 SH   SOLE   480,000 0 0
AVANTOR INC COM 05352A100   73,897,300 2,890,000 SH   SOLE   2,890,000 0 0
CDW CORP COM 12514G108   117,786,690 460,500 SH   SOLE   460,500 0 0
CHURCHILL CAPITAL CORP VII *W EXP 02/29/202 17144M110   96,000 300,000 SH   SOLE   300,000 0 0
EVERCOMMERCE INC COM 29977X105   57,603,300 6,115,000 SH   SOLE   6,115,000 0 0
HONEYWELL INTL INC COM 438516106   56,443,750 275,000 SH   SOLE   275,000 0 0
METHANEX CORP COM 59151K108   24,369,185 546,027 SH   SOLE   546,027 0 0
PTC INC COM 69370C100   218,225,700 1,155,000 SH   SOLE   1,155,000 0 0
SHELL PLC SPON ADS 780259305   343,580,000 5,125,000 SH   SOLE   5,125,000 0 0
SHELL PLC SPON ADS 780259305   73,744,000 1,100,000 SH Call SOLE   1,100,000 0 0
SOLID POWER INC *W EXP 12/08/202 83422N113   53,973 266,666 SH   SOLE   266,666 0 0
WABTEC COM 929740108   168,988,800 1,160,000 SH   SOLE   1,160,000 0 0