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
AIRBNB INC STOCK 009066101 7,556,320 46,200 SH SOLE 1 46,200 0 0
AMAZON.COM INC STOCK 023135106 10,426,829 38,276 SH SOLE 1 38,276 0 0
FACEBOOK INC STOCK 30303M102 11,433,543 17,759 SH SOLE 1 17,759 0 0
DOORDASH INC STOCK 25809K105 10,655,595 50,522 SH SOLE 1 50,522 0 0
SHOPIFY INC STOCK 82509L107 10,221,625 78,325 SH SOLE 1 78,325 0 0
FIGMA INC STOCK 316841105 8,902,731 430,581 SH SOLE 1 430,581 0 0
SPOTIFY TECHNOLOGY SA STOCK L8681T102 21,783,744 41,511 SH SOLE 1 41,511 0 0
SNOWFLAKE INC STOCK 833445109 15,008,054 51,595 SH SOLE 1 51,595 0 0
PALO ALTO NETWORKS INC STOCK 697435105 10,679,703 27,400 SH SOLE 1 27,400 0 0
FERROVIAL SE STOCK N3168P101 25,232,250 368,047 SH SOLE 1 368,047 0 0
SMURFIT WESTROCK PLC STOCK G8267P108 29,539,980 558,692 SH SOLE 1 558,692 0 0
INTERNATIONAL FLAVORS AND FRAGRA STOCK 459506101 16,787,288 185,402 SH SOLE 1 185,402 0 0
AMRIZE LTD STOCK H2927K103 6,348,018 129,703 SH SOLE 1 129,703 0 0
CROWDSTRIKE HOLDINGS INC STOCK 22788C105 4,545,223 5,211 SH SOLE 1 5,211 0 0
SALESFORCE INC STOCK 79466L302 4,268,867 23,841 SH SOLE 1 23,841 0 0
TAKE-TWO INTERACTIVE SOFTWARE STOCK 874054109 8,213,769 28,748 SH SOLE 1 28,748 0 0
ASTRAZENECA PLC STOCK G0593M107 17,692,638 109,781 SH SOLE 1 109,781 0 0
GUIDEWIRE SOFTWARE INC STOCK 40171V100 4,274,084 30,390 SH SOLE 1 30,390 0 0
CRH PLC STOCK G25508105 8,440,704 69,018 SH SOLE 1 69,018 0 0
DEUTSCHE BANK AG STOCK D18190898 19,133,742 565,061 SH SOLE 1 565,061 0 0
ZSCALER INC STOCK 98980G102 4,672,572 28,963 SH SOLE 1 28,963 0 0
DATADOG INC STOCK 23804L103 12,123,431 40,740 SH SOLE 1 40,740 0 0
UBS GROUP AG STOCK H42097107 8,276,194 180,748 SH SOLE 1 180,748 0 0
ACCENTURE PLC STOCK G1151C101 104,657 736 SH SOLE 1 736 0 0
INTUIT INC STOCK 461202103 13,720 46 SH SOLE 1 46 0 0
LOGITECH INTERNATIONAL SA STOCK H50430232 124,749 1,441 SH SOLE 1 1,441 0 0
ALCON AG STOCK H01301128 57,353 919 SH SOLE 1 919 0 0
TOTALENERGIES SE STOCK F92124100 164,459 2,115 SH SOLE 1 2,115 0 0