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 |
| ADOBE INC | COM | 00724F101 | 182,607,360 | 472,000 | SH | SOLE | 472,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 191,088,690 | 871,000 | SH | SOLE | 871,000 | 0 | 0 | ||
| ARCHER AVIATION INC | *W EXP 09/16/202 | 03945R110 | 1,345,831 | 416,666 | SH | SOLE | 416,666 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 261,586,650 | 845,000 | SH | SOLE | 845,000 | 0 | 0 | ||
| CDW CORP | COM | 12514G108 | 122,334,150 | 685,000 | SH | SOLE | 685,000 | 0 | 0 | ||
| EVERCOMMERCE INC | COM | 29977X105 | 64,207,500 | 6,115,000 | SH | SOLE | 6,115,000 | 0 | 0 | ||
| HENRY SCHEIN INC | COM | 806407102 | 109,328,383 | 1,496,624 | SH | SOLE | 1,496,624 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 200,953,640 | 404,000 | SH | SOLE | 404,000 | 0 | 0 | ||
| NATIONAL GRID PLC | SPONSORED ADR NE | 636274409 | 184,536,800 | 2,480,000 | SH | SOLE | 2,480,000 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 247,480,240 | 1,436,000 | SH | SOLE | 1,436,000 | 0 | 0 | ||
| SHELL PLC | SPON ADS | 780259305 | 385,846,800 | 5,480,000 | SH | SOLE | 5,480,000 | 0 | 0 | ||
| SOLID POWER INC | *W EXP 12/08/202 | 83422N113 | 100,000 | 266,666 | SH | SOLE | 266,666 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 383,067,000 | 620,000 | SH | Call | SOLE | 620,000 | 0 | 0 | |