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
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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
ALPHABET INC CAP STK CL A 02079K305 30,964,681 86,646 SH SOLE 61,150 0 25,496
ALPHABET INC CAP STK CL C 02079K107 96,500,260 273,112 SH SOLE 222,241 0 50,871
AMAZON COM INC COM 023135106 67,137,017 281,682 SH SOLE 214,151 0 67,531
APPLE INC COM 037833100 43,081,649 148,882 SH SOLE 116,708 0 32,174
ASML HLDG NV N Y REGISTRY SHS N07059210 69,544,107 34,952 SH SOLE 25,645 0 9,307
BAKER HUGHES COMPANY CL A 05722G100 13,230,834 238,389 SH SOLE 172,336 0 66,053
BOOKING HOLDINGS INC COM 09857L108 25,907,582 145,347 SH SOLE 105,335 0 40,012
CME GROUP INC COM 12572Q105 11,288,057 51,112 SH SOLE 34,878 0 16,234
DEXCOM INC COM 252131107 19,071,680 283,168 SH SOLE 207,785 0 75,383
ELI LILLY & CO COM 532457108 30,915,740 25,770 SH SOLE 18,951 0 6,819
INTUITIVE SURGICAL INC COM NEW 46120E602 25,626,806 64,436 SH SOLE 47,727 0 16,709
ISHARES TR MSCI ACWI ETF 464288257 5,027,694 32,029 SH SOLE 32,029 0 0
MASTERCARD INCORPORATED CL A 57636Q104 39,153,953 76,229 SH SOLE 57,036 0 19,193
MERCADOLIBRE INC COM 58733R102 39,277,804 23,135 SH SOLE 17,176 0 5,959
META PLATFORMS INC CL A 30303M102 63,796,260 113,252 SH SOLE 89,752 0 23,500
NU HLDGS LTD ORD SHS CL A G6683N103 21,218,206 1,588,187 SH SOLE 1,176,845 0 411,342
NVIDIA CORPORATION COM 67066G104 175,875,745 878,980 SH SOLE 686,721 0 192,259
PALO ALTO NETWORKS INC COM 697435105 63,412,821 185,946 SH SOLE 137,394 0 48,552
STRYKER CORPORATION COM 863667101 14,958,327 47,506 SH SOLE 34,146 0 13,360
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 20,798,786 43,547 SH SOLE 32,796 0 10,751
UBER TECHNOLOGIES INC COM 90353T100 22,583,642 312,962 SH SOLE 230,547 0 82,415
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 819,976 5,224 SH SOLE 5,224 0 0