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
TDCX INC ADS 87190U100   3,530,623 492,416 SH   SOLE   492,416 0 0
ALPHABET INC CAP STK CL A 02079K305   36,140,038 239,449 SH   SOLE   239,449 0 0
META PLATFORMS INC CL A 30303M102   31,183,948 64,220 SH   SOLE   64,220 0 0
AMPHENOL CORP NEW CL A 032095101   6,815,801 59,088 SH   SOLE   59,088 0 0
MASTERCARD INCORPORATED CL A 57636Q104   11,582,240 24,051 SH   SOLE   24,051 0 0
ZOETIS INC CL A 98978V103   5,093,898 30,104 SH   SOLE   30,104 0 0
NIKE INC CL B 654106103   11,169,335 118,848 SH   SOLE   118,848 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   9,987,350 23,750 SH   SOLE   23,750 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   141,300 45,000 SH   SOLE   45,000 0 0
PTC INC COM 69370C100   5,873,956 31,089 SH   SOLE   31,089 0 0
PAYCHEX INC COM 704326107   8,905,456 72,520 SH   SOLE   72,520 0 0
MOODYS CORP COM 615369105   9,500,714 24,173 SH   SOLE   24,173 0 0
MICROSOFT CORP COM 594918104   30,199,702 71,781 SH   SOLE   71,781 0 0
IDEXX LABS INC COM 45168D104   6,390,072 11,835 SH   SOLE   11,835 0 0
MSCI INC COM 55354G100   10,140,782 18,094 SH   SOLE   18,094 0 0
TRANSDIGM GROUP INC COM 893641100   8,935,258 7,255 SH   SOLE   7,255 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   17,450,249 30,024 SH   SOLE   30,024 0 0
YUM CHINA HLDGS INC COM 98850P109   20,573,707 522,450 SH   SOLE   522,450 0 0
WATERS CORP COM 941848103   8,227,097 23,900 SH   SOLE   23,900 0 0
TEXAS INSTRS INC COM 882508104   19,425,112 111,504 SH   SOLE   111,504 0 0
S&P GLOBAL INC COM 78409V104   7,722,343 18,151 SH   SOLE   18,151 0 0
ROPER TECHNOLOGIES INC COM 776696106   6,704,842 11,955 SH   SOLE   11,955 0 0
SYNOPSYS INC COM 871607107   6,774,561 11,854 SH   SOLE   11,854 0 0
SHERWIN WILLIAMS CO COM 824348106   7,993,800 23,015 SH   SOLE   23,015 0 0
COSTCO WHSL CORP NEW COM 22160K105   8,805,480 12,019 SH   SOLE   12,019 0 0
ADOBE INC COM 00724F101   10,922,572 21,646 SH   SOLE   21,646 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   6,861,208 71,800 SH   SOLE   71,800 0 0
DOMINOS PIZZA INC COM 25754A201   11,922,139 23,994 SH   SOLE   23,994 0 0
CINTAS CORP COM 172908105   9,948,881 14,481 SH   SOLE   14,481 0 0
APPLE INC COM 037833100   16,249,616 94,761 SH   SOLE   94,761 0 0
AMAZON COM INC COM 023135106   21,470,812 119,031 SH   SOLE   119,031 0 0
CHEVRON CORP NEW COM 166764100   5,720,914 36,268 SH   SOLE   36,268 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   5,624,830 18,070 SH   SOLE   18,070 0 0
DANAHER CORPORATION COM 235851102   12,045,244 48,235 SH   SOLE   48,235 0 0
FACTSET RESH SYS INC COM 303075105   5,478,580 12,057 SH   SOLE   12,057 0 0
FISERV INC COM 337738108   6,753,514 42,257 SH   SOLE   42,257 0 0
FASTENAL CO COM 311900104   10,802,531 140,038 SH   SOLE   140,038 0 0
EXXON MOBIL CORP COM 30231G102   6,997,648 60,200 SH   SOLE   60,200 0 0
EQUIFAX INC COM 294429105   6,418,072 23,991 SH   SOLE   23,991 0 0
VISA INC COM CL A 92826C839   18,174,248 65,122 SH   SOLE   65,122 0 0
SHARKNINJA INC COM SHS G8068L108   2,566,223 41,198 SH   SOLE   41,198 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   10,666,180 329,000 SH   SOLE   329,000 0 0
ISHARES TR MSCI INDIA ETF 46429B598   2,298,334 44,550 SH   SOLE   44,550 0 0
ISHARES TR MSCI SAUDI ARBIA 46434V423   9,936,000 225,000 SH   SOLE   225,000 0 0
LINDE PLC SHS G54950103   8,202,677 17,666 SH   SOLE   17,666 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   12,375,363 35,704 SH   SOLE   35,704 0 0
SEA LTD SPONSORD ADS 81141R100   22,536,233 419,591 SH   SOLE   419,591 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   1,819,025 32,500 SH   SOLE   32,500 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   660,998 5,686 SH   SOLE   5,686 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   219,689,400 420,000 SH   SOLE   420,000 0 0