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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AMAZON.COM INC | COM | 023135106 | 4,517,520 | 53,780 | SH | SOLE | 53,780 | 0 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 2,489,831 | 26,735 | SH | SOLE | 26,735 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 5,430,941 | 117,375 | SH | SOLE | 117,375 | 0 | 0 | ||
| COOPER COS INC | COM NEW | 216648402 | 4,809,595 | 14,545 | SH | SOLE | 14,545 | 0 | 0 | ||
| DOLLAR GENERAL CORP | COM | 256677105 | 4,575,325 | 18,580 | SH | SOLE | 18,580 | 0 | 0 | ||
| DRAFTKINGS INC | COM CL A | 26142R104 | 2,509,046 | 220,285 | SH | SOLE | 220,285 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 5,219,738 | 21,038 | SH | SOLE | 21,038 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 8,225,242 | 93,225 | SH | SOLE | 93,225 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 5,535,421 | 62,385 | SH | SOLE | 62,385 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 2,664,629 | 7,760 | SH | SOLE | 7,760 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 1,641,524 | 5,197 | SH | SOLE | 5,197 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 4,806,546 | 35,843 | SH | SOLE | 35,843 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 4,214,599 | 13,155 | SH | SOLE | 13,155 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 8,331,263 | 23,959 | SH | SOLE | 23,959 | 0 | 0 | ||
| MARRIOTT INTERNATIONAL - CL A | CL A | 571903202 | 3,606,860 | 24,225 | SH | SOLE | 24,225 | 0 | 0 | ||
| MCDONALD'S CORP | COM | 580135101 | 5,424,765 | 20,585 | SH | SOLE | 20,585 | 0 | 0 | ||
| META PLATFORMS INC - CL A | CL A | 30303M102 | 8,588,786 | 71,371 | SH | SOLE | 71,371 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 3,147,638 | 13,125 | SH | SOLE | 13,125 | 0 | 0 | ||
| NATIONAL ENERGY SERVICES REU | SHS | G6375R107 | 3,580,422 | 515,911 | SH | SOLE | 515,911 | 0 | 0 | ||
| PROCTER & GAMBLE CO/THE | COM | 742718109 | 4,482,387 | 29,575 | SH | SOLE | 29,575 | 0 | 0 | ||
| PAYPAL HOLDINGS INC | COM | 70450Y103 | 1,615,982 | 22,690 | SH | SOLE | 22,690 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 3,751,963 | 32,325 | SH | SOLE | 32,325 | 0 | 0 | ||
| SCOTTS MIRACLE-GRO CO | CL A | 810186106 | 3,485,118 | 71,725 | SH | SOLE | 71,725 | 0 | 0 | ||
| SNOWFLAKE INC-CLASS A | CL A | 833445109 | 444,974 | 3,100 | SH | SOLE | 3,100 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 6,198,904 | 9,845 | SH | SOLE | 9,845 | 0 | 0 | ||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 6,795,509 | 497,475 | SH | SOLE | 497,475 | 0 | 0 | ||