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
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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 SYSTEMS INCORPORATED COM 00724F101   36,235,866 107,675 SH   SOLE   89,289 0 18,386
ADVANCED MICRO DEVICES INC COM 007903107   17,561,089 271,130 SH   SOLE   239,930 0 31,200
ADVANCED MICRO DEVICES INC COM 007903107   4,533,900 70,000 SH Call SOLE   70,000 0 0
ALPHABET INC CAP STK CL A 02079K305   39,455,486 447,189 SH   SOLE   364,716 0 82,473
ALPHABET INC CAP STK CL A 02079K305   26,469,000 300,000 SH Call SOLE   300,000 0 0
AMAZON COM INC COM 023135106   21,196,056 252,334 SH   SOLE   227,556 0 24,778
AMAZON COM INC COM 023135106   16,800,000 200,000 SH Call SOLE   200,000 0 0
AON PLC SHS CL A G0403H108   44,023,034 146,675 SH   SOLE   116,100 0 30,575
APPLE INC COM 037833100   12,993,000 100,000 SH   SOLE   100,000 0 0
APPLE INC COM 037833100   25,986,000 200,000 SH Call SOLE   200,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   9,991,470 18,286 SH   SOLE   14,686 0 3,600
COPART INC COM 217204106   35,293,123 579,621 SH   SOLE   503,621 0 76,000
FAIR ISAAC CORP COM 303250104   21,645,251 36,161 SH   SOLE   29,115 0 7,046
FISERV INC COM 337738108   26,626,991 263,451 SH   SOLE   233,259 0 30,192
HDFC BANK LTD SPONSORED ADS 40415F101   19,800,865 289,444 SH   SOLE   206,539 0 82,905
INTUIT COM 461202103   34,695,460 89,141 SH   SOLE   77,887 0 11,254
ISHARES INC MSCI GERMANY ETF 464286806   2,473,000 100,000 SH Put SOLE   0 0 100,000
ISHARES TR CORE US AGGBD ET 464287226   1,454,850 15,000 SH   SOLE   0 0 15,000
ISHARES TR PFD AND INCM SEC 464288687   915,900 30,000 SH   SOLE   0 0 30,000
LAUDER ESTEE COS INC CL A 518439104   5,303,599 21,376 SH   SOLE   17,429 0 3,947
MASTERCARD INCORPORATED CL A 57636Q104   30,655,182 88,158 SH   SOLE   77,158 0 11,000
META PLATFORMS INC CL A 30303M102   9,636,225 80,075 SH   SOLE   66,496 0 13,579
MICROSOFT CORP COM 594918104   49,019,449 204,401 SH   SOLE   162,826 0 41,575
MOODYS CORP COM 615369105   34,317,904 123,171 SH   SOLE   102,171 0 21,000
MSCI INC COM 55354G100   37,674,585 80,991 SH   SOLE   71,591 0 9,400
NIKE INC CL B 654106103   32,430,610 277,161 SH   SOLE   222,495 0 54,666
OREILLY AUTOMOTIVE INC COM 67103H107   20,256,720 24,000 SH   SOLE   20,000 0 4,000
PAGSEGURO DIGITAL LTD COM CL A G68707101   3,496,000 400,000 SH   SOLE   400,000 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101   3,496,000 400,000 SH Call SOLE   400,000 0 0
PAYPAL HLDGS INC COM 70450Y103   12,962,040 182,000 SH   SOLE   182,000 0 0
S&P GLOBAL INC COM 78409V104   18,630,704 55,624 SH   SOLE   47,324 0 8,300
SALESFORCE INC COM 79466L302   39,777,000 300,000 SH Call SOLE   300,000 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   672,150 15,000 SH   SOLE   0 0 15,000
SERVICENOW INC COM 81762P102   14,365,990 37,000 SH   SOLE   37,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   35,066,636 66,141 SH   SOLE   57,241 0 8,900
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   4,752,008 63,200 SH   SOLE   0 0 63,200
VERISK ANALYTICS INC COM 92345Y106   6,527,540 37,000 SH   SOLE   37,000 0 0
VISA INC COM CL A 92826C839   22,834,487 109,908 SH   SOLE   81,508 0 28,400
WELLS FARGO CO NEW PERP PFD CNV A 949746804   1,896,000 1,600 SH   SOLE   0 0 1,600