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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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 A 02079K305   358,169,417 2,373,083 SH   SOLE   2,373,083 0 0
AMAZON COM INC COM 023135106   139,867,013 775,402 SH   SOLE   775,402 0 0
ANALOG DEVICES INC COM 032654105   59,139,210 299,000 SH   SOLE   299,000 0 0
AVALONBAY CMNTYS INC COM 053484101   83,228,299 448,525 SH   SOLE   448,525 0 0
BLOCK INC CL A 852234103   87,653,806 1,036,342 SH   SOLE   1,036,342 0 0
CAMDEN PPTY TR SH BEN INT 133131102   32,211,437 327,352 SH   SOLE   327,352 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   74,608,440 4,566,000 SH   SOLE   4,566,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108   178,392,232 656,433 SH   SOLE   656,433 0 0
DLOCAL LTD CLASS A COM G29018101   55,355,040 3,765,649 SH   SOLE   3,765,649 0 0
ELEVANCE HEALTH INC COM 036752103   274,635,377 529,632 SH   SOLE   529,632 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   437,269,121 6,928,682 SH   SOLE   6,928,682 0 0
GE VERNOVA LLC COM 36828A101   96,135,250 703,000 SH   SOLE   703,000 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   36,615,778 313,733 SH   SOLE   313,733 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   326,470,659 5,832,958 SH   SOLE   5,832,958 0 0
INSULET CORP COM 45784P101   170,914,767 997,169 SH   SOLE   997,169 0 0
INVITATION HOMES INC COM 46187W107   223,697,533 6,281,874 SH   SOLE   6,281,874 0 0
LENNAR CORP CL A 526057104   78,689,965 457,553 SH   SOLE   457,553 0 0
LEXEO THERAPEUTICS INC COM 52886X107   39,303,598 2,506,607 SH   SOLE   2,506,607 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   115,313,910 1,757,834 SH   SOLE   1,757,834 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   259,192,770 2,450,532 SH   SOLE   2,450,532 0 0
MAPLEBEAR INC COM 565394103   1,078,092,010 28,911,022 SH   SOLE   28,911,022 0 0
META PLATFORMS INC CL A 30303M102   381,788,246 786,252 SH   SOLE   786,252 0 0
MICROSOFT CORP COM 594918104   140,327,790 333,542 SH   SOLE   333,542 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   154,182,592 12,923,939 SH   SOLE   12,923,939 0 0
PFIZER INC COM 717081103   217,282,500 7,830,000 SH   SOLE   7,830,000 0 0
PHILIP MORRIS INTL INC COM 718172109   663,727,897 7,244,356 SH   SOLE   7,244,356 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   66,776,190 812,659 SH   SOLE   812,659 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   64,236,138 5,866,314 SH   SOLE   5,866,314 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   102,172,350 735,000 SH   SOLE   735,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   169,967,698 644,061 SH   SOLE   644,061 0 0
TEMPUR SEALY INTL INC COM 88023U101   73,648,493 1,296,172 SH   SOLE   1,296,172 0 0
UNITEDHEALTH GROUP INC COM 91324P102   77,173,200 156,000 SH   SOLE   156,000 0 0
WARBY PARKER INC CL A COM 93403J106   203,388,153 14,944,023 SH   SOLE   14,944,023 0 0
WORKDAY INC CL A 98138H101   56,050,125 205,500 SH   SOLE   205,500 0 0