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 |
| WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 728,167,598 | 2,028,322 | SH | SOLE | 0 | 1,988,185 | 40,137 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 802,383,411 | 472,716 | SH | SOLE | 0 | 463,743 | 8,973 | ||
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 67,654,954 | 141,665 | SH | SOLE | 0 | 141,665 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 713,805,477 | 1,997,385 | SH | SOLE | 0 | 1,960,941 | 36,444 | ||
| WORKDAY INC | CL A | 98138H101 | 282,922,903 | 2,311,084 | SH | SOLE | 0 | 2,269,023 | 42,061 | ||
| MICROSOFT CORP | COM | 594918104 | 1,161,417,540 | 3,113,553 | SH | SOLE | 0 | 3,056,835 | 56,718 | ||
| SOPHIA GENETICS SA | ORDINARY SHARES | H82027105 | 39,175,761 | 6,789,560 | SH | SOLE | 0 | 6,789,560 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 15,358,265 | 396,547 | SH | SOLE | 0 | 396,547 | 0 | ||
| MSCI INC | COM | 55354G100 | 301,493,054 | 538,342 | SH | SOLE | 0 | 528,518 | 9,824 | ||
| VISA INC | COM CL A | 92826C839 | 523,895,685 | 1,526,992 | SH | SOLE | 0 | 1,499,170 | 27,822 | ||
| COUPANG INC | CL A | 22266T109 | 12,941,119 | 745,027 | SH | SOLE | 0 | 745,027 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 173,807,794 | 378,559 | SH | SOLE | 0 | 371,689 | 6,870 | ||
| SERVICETITAN INC | SHS CL A | 81764X103 | 83,492,954 | 1,180,780 | SH | SOLE | 0 | 1,180,780 | 0 | ||
| STERIS PLC | SHS USD | G8473T100 | 480,246,578 | 2,280,698 | SH | SOLE | 0 | 2,235,592 | 45,106 | ||
| REMITLY GLOBAL INC | COM | 75960P104 | 109,636,891 | 4,892,320 | SH | SOLE | 0 | 4,892,320 | 0 | ||
| MOODYS CORP | COM | 615369105 | 243,904,667 | 538,516 | SH | SOLE | 0 | 528,695 | 9,821 | ||
| COOPER COS INC | COM | 216648501 | 356,303,541 | 4,968,673 | SH | SOLE | 0 | 4,874,139 | 94,534 | ||
| AMAZON COM INC | COM | 023135106 | 1,237,820,220 | 5,193,506 | SH | SOLE | 0 | 5,098,845 | 94,661 | ||
| EQUIFAX INC | COM | 294429105 | 290,867,574 | 1,832,583 | SH | SOLE | 0 | 1,799,159 | 33,424 | ||
| TRIMBLE INC | COM | 896239100 | 367,994,282 | 7,190,197 | SH | SOLE | 0 | 7,059,045 | 131,152 | ||
| NUTANIX INC | CL A | 67059N108 | 341,898,794 | 6,709,160 | SH | SOLE | 0 | 6,586,753 | 122,407 | ||
| FRESHWORKS INC | CLASS A COM | 358054104 | 6,391,772 | 631,598 | SH | SOLE | 0 | 631,598 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 148,698,180 | 1,611,555 | SH | SOLE | 0 | 1,582,141 | 29,414 | ||
| H WORLD GROUP LTD | SPONSORED ADS | 44332N106 | 48,024,643 | 1,151,118 | SH | SOLE | 0 | 1,151,118 | 0 | ||
| STRYKER CORPORATION | COM | 863667101 | 161,307,015 | 512,346 | SH | SOLE | 0 | 502,593 | 9,753 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 16,178,979 | 168,830 | SH | SOLE | 0 | 168,830 | 0 | ||
| INTUIT | COM | 461202103 | 285,922,368 | 1,095,488 | SH | SOLE | 0 | 1,075,505 | 19,983 | ||
| DANAHER CORP DEL | COM | 235851102 | 1,287,948,806 | 6,761,596 | SH | SOLE | 0 | 6,638,457 | 123,139 | ||