The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| Adobe Inc | COM | 00724F101 | 38,461,997 | 78,656 | SH | SOLE | 78,656 | 0 | 0 | |||
| Atlassian Corp | CL A | 049468101 | 21,711,929 | 129,384 | SH | SOLE | 129,384 | 0 | 0 | |||
| Danaher Corp | COM | 235851102 | 18,240,000 | 76,000 | SH | SOLE | 76,000 | 0 | 0 | |||
| Dexcom Inc | COM | 252131107 | 16,063,750 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| IDEXX Laboratories Inc | COM | 45168D104 | 27,622,650 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | |||
| Intuit Inc | COM | 461202103 | 26,843,061 | 58,585 | SH | SOLE | 58,585 | 0 | 0 | |||
| Lam Research Corp | COM | 512807108 | 71,678,890 | 111,500 | SH | SOLE | 111,500 | 0 | 0 | |||
| Mastercard Inc | CL A | 57636Q104 | 49,555,800 | 126,000 | SH | SOLE | 126,000 | 0 | 0 | |||
| Microsoft Corp | COM | 594918104 | 88,885,708 | 261,014 | SH | SOLE | 261,014 | 0 | 0 | |||
| NVIDIA Corp | COM | 67066G104 | 102,486,324 | 242,273 | SH | SOLE | 242,273 | 0 | 0 | |||
| Philip Morris International In | COM | 718172109 | 18,743,040 | 192,000 | SH | SOLE | 192,000 | 0 | 0 | |||
| Charles Schwab Corp/The | COM | 808513105 | 69,455,672 | 1,225,400 | SH | SOLE | 1,225,400 | 0 | 0 | |||
| Veeva Systems Inc | CL A COM | 922475108 | 53,782,560 | 272,000 | SH | SOLE | 272,000 | 0 | 0 | |||
| Visa Inc | COM CL A | 92826C839 | 47,852,220 | 201,500 | SH | SOLE | 201,500 | 0 | 0 | |||