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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
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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 ORD Equity 023135106 22,085,781 95,684 SH SOLE 0 95,684 0 0
AMPHENOL CL A ORD Equity 032095101 3,665,277 27,087 SH SOLE 0 27,087 0 0
DANAHER ORD Equity 235851102 51,201,769 223,448 SH SOLE 0 223,448 0 0
DESCARTES SYSTEM ORD Equity 422806208 21,758,615 248,216 SH SOLE 0 248,216 0 0
HEICO CL A ORD Equity G54950103 21,551,211 85,375 SH SOLE 0 85,375 0 0
LINDE ORD Equity G54950103 36,066,625 84,586 SH SOLE 0 84,586 0 0
PATRIA INVESTMENTS CL A ORD Equity G69451105 9,386,191 590,698 SH SOLE 0 590,698 0 0
SOMNIGROUP INTERNATIONAL ORD Equity 88023U101 23,889,900 267,584 SH SOLE 0 267,584 0 0
TEXAS INSTRUMENTS ORD Equity 882508104 15,906,604 91,686 SH SOLE 0 91,686 0 0
VISA CL A ORD Equity 92826C839 12,429,513 35,441 SH SOLE 0 35,441 0 0
WALDENCAST CL A ORD Equity G9503X103 23,034,850 12,252,580 SH SOLE 0 12,252,580 0 0
WALDENCAST EQY WARRANT Warrant G9503X111 177,852 4,892,767 SH SOLE 0 4,892,767 0 0