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
AMAZON COM ORD COM 023135106 25,504,048 107,007 SH SOLE 107,007 0 0
DANAHER ORD COM 235851102 47,916,006 251,554 SH SOLE 251,554 0 0
DESCARTES SYSTEM ORD COM 249906108 19,358,188 279,581 SH SOLE 279,581 0 0
HEICO CL A ORD COM 422806208 22,718,002 88,085 SH SOLE 88,085 0 0
LINDE ORD COM G54950103 29,292,087 56,446 SH SOLE 56,446 0 0
PATRIA INVESTMENTS CL A ORD COM G69451105 18,680,746 1,701,343 SH SOLE 1,701,343 0 0
SOMNIGROUP INTERNATIONAL ORD COM 88023U101 7,742,470 98,756 SH SOLE 98,756 0 0
SPOTIFY TECHNOLOGY ORD COM L8681T102 2,780,032 6,055 SH SOLE 6,055 0 0
VISA CL A ORD COM 92826C839 8,425,261 24,557 SH SOLE 24,557 0 0
VULCAN MATERIALS ORD COM 929160109 10,365,176 35,135 SH SOLE 35,135 0 0
WALDENCAST CL A ORD COM G9503X103 21,564,541 12,252,580 SH SOLE 12,252,580 0 0
VISTA ENERGY SPON SRS A ADR ADR 92837L109 23,606,766 370,012 SH SOLE 370,012 0 0
ITAU UNIBANCO HOLDING ADR REP 1 PRF ADR 465562106 17,838,100 2,183,366 SH SOLE 2,183,366 0 0
PAMPA ENERGIA ADR REPSG 25 ORD ADR 697660207 9,265,578 112,816 SH SOLE 112,816 0 0
RYANAIR HOLDINGS ORD ADR ADR 783513203 3,700,139 57,145 SH SOLE 57,145 0 0
WALDENCAST EQY WARRANT WARRANTS G9503X111 229,471 4,892,767 SH SOLE 4,892,767 0 0