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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INCORPORATED COM 00724F101 3,990 14,500 SH   SOLE   14,500 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 6,777 43,350 SH   SOLE   43,350 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 10,715 88,150 SH   SOLE   88,150 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5,223 65,300 SH   SOLE   65,300 0 0
ALPHABET INC CAP STK CL C 02079K107 21,778 226,500 SH   SOLE   226,500 0 0
AMAZON COM INC COM 023135106 18,792 166,300 SH   SOLE   166,300 0 0
AMERICAN TOWER CORP NEW COM 03027X100 13,052 60,792 SH   SOLE   60,792 0 0
AVANTOR INC COM 05352A100 7,752 395,500 SH   SOLE   395,500 0 0
CHEVRON CORP NEW COM 166764100 517 3,600 SH   SOLE   3,600 0 0
COPART INC COM 217204106 9,592 90,150 SH   SOLE   90,150 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 6,776 75,000 SH   SOLE   75,000 0 0
ISHARES TR CORE S&P TTL STK 464287150 20,999 264,000 SH   SOLE   264,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 7,868 50,000 SH   SOLE   50,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 505 3,600 SH   SOLE   3,600 0 0
MASTERCARD INCORPORATED CL A 57636Q104 9,227 32,450 SH   SOLE   32,450 0 0
MCDONALDS CORP COM 580135101 1,038 4,500 SH   SOLE   4,500 0 0
MICROSOFT CORP COM 594918104 24,652 105,847 SH   SOLE   105,847 0 0
MONDELEZ INTL INC CL A 609207105 1,028 18,750 SH   SOLE   18,750 0 0
MOODYS CORP COM 615369105 3,239 13,325 SH   SOLE   13,325 0 0
NETFLIX INC COM 64110L106 7,117 30,230 SH   SOLE   30,230 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 6,248 440,000 SH   SOLE   440,000 0 0
PARKER-HANNIFIN CORP COM 701094104 4,039 16,667 SH   SOLE   16,667 0 0
PAYSAFE LIMITED ORD G6964L107 828 600,000 SH   SOLE   600,000 0 0
PEPSICO INC COM 713448108 1,007 6,168 SH   SOLE   6,168 0 0
SABRE CORP COM 78573M104 1,571 305,000 SH   SOLE   305,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 7,714 61,850 SH   SOLE   61,850 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,565 9,000 SH   SOLE   9,000 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1,464 33,000 SH   SOLE   33,000 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 2,600 112,000 SH   SOLE   112,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 5,009 189,000 SH   SOLE   189,000 0 0
WELLS FARGO CO NEW COM 949746101 314 7,800 SH   SOLE   7,800 0 0
VISA INC COM CL A 92826C839 6,680 37,600 SH   SOLE   37,600 0 0
S&P GLOBAL INC COM 78409V104 13,006 42,594 SH   SOLE   42,594 0 0