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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CHIPOTLE MEXICAN GRILL INC COM 169656105 58,959 1,593,476 SH SOLE 1,593,476 0 0
DANAHER CORP DEL COM 235851102 35,552 155,305 SH SOLE 155,305 0 0
DEXCOM INC COM 252131107 60,351 909,307 SH SOLE 909,307 0 0
SCHWAB CHARLES CORP NEW COM 808513105 100,750 1,008,412 SH SOLE 1,008,412 0 0
SYNOPSYS INC COM 871607107 45,142 96,105 SH SOLE 96,105 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 203,770 670,538 SH SOLE 670,538 0 0
TRANSDIGM GROUP INC COM 893641100 86,009 64,676 SH SOLE 64,676 0 0
AIRBNB INC COM CL A 009066101 80,570 593,646 SH SOLE 593,646 0 0
ALPHABET INC CAP STK CL C 02079K107 166,555 530,769 SH SOLE 530,769 0 0
AMAZON COM INC COM 023135906 115,211 499,139 SH SOLE 499,139 0 0
APPLE INC COM 037833100 194,402 715,082 SH SOLE 715,082 0 0
APPLIED MATLS INC COM 038222105 65,288 254,050 SH SOLE 254,050 0 0
BAKER HUGHES COMPANY CL A 05722G100 56,991 1,251,453 SH SOLE 1,251,453 0 0
BROADCOM INC COM 11135F101 76,411 220,777 SH SOLE 220,777 0 0
CME GROUP INC COM 12572Q105 77,817 284,959 SH SOLE 284,959 0 0
CAPITAL ONE FINL CORP COM 14040H105 89,551 369,497 SH SOLE 369,497 0 0
EQUIFAX INC COM 294429105 66,398 306,009 SH SOLE 306,009 0 0
META PLATFORMS INC CL A 30303M102 113,636 172,152 SH SOLE 172,152 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 71,388 1,953,685 SH SOLE 1,953,685 0 0
INTUIT COM 461202103 50,905 76,847 SH SOLE 76,847 0 0
MASTERCARD INC CL A 57636Q104 110,626 193,782 SH SOLE 193,782 0 0
SEA LTD SPONSORD ADS 81141R100 12,696 99,522 SH SOLE 99,522 0 0
TRIP COM GROUP LTD ADS 89677Q107 76,595 1,065,153 SH SOLE 1,065,153 0 0
UBER TECHNOLOGIES INC COM 90353T100 75,369 922,397 SH SOLE 922,397 0 0
UNITEDHEALTH GROUP INC COM 91324P102 54,455 164,960 SH SOLE 164,960 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 60,468 133,378 SH SOLE 133,378 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 38,268 236,210 SH SOLE 236,210 0 0
WASTE MGMT INC DEL COM 94106L109 51,577 234,749 SH SOLE 234,749 0 0
AON PLC SHS CL A G0403H108 8,173 23,160 SH SOLE 23,160 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 9,252 1,854,024 SH SOLE 1,854,024 0 0
LINDE PLC SHS G54950103 120,546 282,714 SH SOLE 282,714 0 0