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
EATON CORP PLC SHS G29183103   84,810,698 271,238 SH   SOLE   271,238 0 0
ALPHABET INC CAP STK CL A 02079K305   76,243,346 505,157 SH   SOLE   505,157 0 0
AMAZON COM INC COM 023135106   48,106,444 266,695 SH   SOLE   266,695 0 0
ARISTA NETWORKS INC COM 040413106   2,757,710 9,510 SH   SOLE   9,510 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   29,470,123 94,674 SH   SOLE   94,674 0 0
EMERSON ELEC CO COM 291011104   7,337,820 64,696 SH   SOLE   64,696 0 0
META PLATFORMS INC CL A 30303M102   52,094,479 107,283 SH   SOLE   107,283 0 0
GENERAL ELECTRIC CO COM NEW 369604301   2,094,073 11,930 SH   SOLE   11,930 0 0
INGERSOLL RAND INC COM 45687V106   2,737,598 28,832 SH   SOLE   28,832 0 0
MASONITE INTL CORP COM 575385109   3,835,842 29,181 SH   SOLE   29,181 0 0
MICROSOFT CORP COM 594918104   27,852,505 66,202 SH   SOLE   66,202 0 0
NVIDIA CORPORATION COM 67066G104   18,512,137 20,488 SH   SOLE   20,488 0 0
SERVICENOW INC COM 81762P102   44,170,406 57,936 SH   SOLE   57,936 0 0
SYNOPSYS INC COM 871607107   27,613,737 48,318 SH   SOLE   48,318 0 0
ULTA BEAUTY INC COM 90384S303   58,885,177 112,617 SH   SOLE   112,617 0 0
VEEVA SYS INC CL A COM 922475108   89,914,255 388,080 SH   SOLE   388,080 0 0
UBS GROUP AG CALL H42097107   61,018,837 325,312 SH Call SOLE   0 0 0