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   26,570,335 147,302 SH   SOLE 0 147,302 0 0
AMPHENOL CORPORATION COM 032095101   23,977,087 207,586 SH   SOLE 0 207,586 0 0
APPFOLIO, INC. COM 03783C100   50,774,404 205,781 SH   SOLE 0 205,781 0 0
DANAHER CORPORATION COM 235851102   48,399,876 193,670 SH   SOLE 0 193,670 0 0
THE DESCARTES SYSTEMS GROUP, INC. COM 249906108   24,217,007 264,580 SH   SOLE 0 264,580 0 0
GENERAL ELECTRIC COMPANY COM 369604301   53,219,116 303,191 SH   SOLE 0 303,191 0 0
HEICO CORPORATION COM 422806109   24,872,085 161,570 SH   SOLE 0 161,570 0 0
LINDE PUBLIC LIMITED COMPANY COM G54950103   46,112,084 99,311 SH   SOLE 0 99,311 0 0
LINDE PUBLIC LIMITED COMPANY PUT G54950953   5,350 107 SH Put SOLE 0 107 0 0
RYANAIR HOLDINGS PUBLIC LIMITED COMPANY SPONSORED ADR 783513203   9,246,130 63,508 SH   SOLE 0 63,508 0 0
SPDR S&P 500 ETF TR PUT 78462F953   812 1 SH Put SOLE 0 1 0 0
TEMPUR SEALY INTERNATIONAL ORD COM 88023U101   18,652,017 328,265 SH   SOLE 0 328,265 0 0
TEXAS INSTRUMENTS ORD COM 882508104   17,511,067 100,517 SH   SOLE 0 100,517 0 0
WALDENCAST PLC COM G9503X103   99,664,065 15,332,933 SH   SOLE 0 15,332,933 0 0
WALDENCAST PLC WARRANT G9503X111   3,498,755 6,247,776 SH   SOLE 0 6,247,776 0 0