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
AMAZON COM 023135106   14,422,449 94,922 SH   SOLE 0 94,922 0 0
AMPHENOL CORPORATION COM 032095101   15,016,510 151,483 SH   SOLE 0 151,483 0 0
APPFOLIO, INC. COM 03783C100   33,434,454 192,995 SH   SOLE 0 192,995 0 0
DANAHER CORPORATION COM 235851102   24,739,731 106,941 SH   SOLE 0 106,941 0 0
The Descartes Systems Group Inc. COM 249906108   11,108,361 132,148 SH   SOLE 0 132,148 0 0
GENERAL ELECTRIC COMPANY COM 369604301   28,062,774 219,876 SH   SOLE 0 219,876 0 0
HEICO CORPORATION COM 422806109   9,050,210 63,537 SH   SOLE 0 63,537 0 0
LINDE PUBLIC LIMITED COMPANY COM G54950103   30,885,803 75,201 SH   SOLE 0 75,201 0 0
LINDE PUBLIC LIMITED COMPANY COM G54950103   42,265 107 SH Call SOLE 0 107 0 0
NATURA CO HOLDING ORD SHS SPONSORED ADR 63884N108   27,638,101 4,040,658 SH   SOLE 0 4,040,658 0 0
RYANAIR HOLDINGS PUBLIC LIMITED COMPANY SPONSORED ADR 783513203   5,053,944 37,897 SH   SOLE 0 37,897 0 0
SPDR S&P 500 ETF ETF 78462F103   245,712 1,106 SH Put SOLE 0 1,106 0 0
TEMPUR SEALY INTERNATIONAL, INC. COM 88023U101   12,197,937 239,316 SH   SOLE 0 239,316 0 0
VERALTO CORPORATION COM 92338C103   2,599,581 31,602 SH   SOLE 0 31,602 0 0
Waldencast plc COM G9503X103   159,209,087 14,552,933 SH   SOLE 0 14,552,933 0 0
Waldencast plc WARRANT G9503X111   5,798,444 5,977,777 SH   SOLE 0 5,977,777 0 0