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
ALPHABET INC CAP STK CL C 02079K107 206,362,387 584,050 SH SOLE 584,050 0 0
AMAZON COM INC COM 023135106 246,014,548 1,032,200 SH SOLE 1,032,200 0 0
BANCO MACRO SA SPON ADR B 05961W105 30,750,157 332,111 SH SOLE 332,111 0 0
BBB FOODS INC CL A COM G0896C103 92,682,456 2,224,201 SH SOLE 2,224,201 0 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100 28,984,881 579,350 SH SOLE 579,350 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 227,564,240 1,849,364 SH SOLE 1,849,364 0 0
HERBALIFE LTD COM SHS G4412G101 109,786,720 8,348,800 SH SOLE 8,348,800 0 0
KILROY RLTY CORP COM 49427F108 159,180,541 4,248,213 SH SOLE 4,248,213 0 0
MASTERCARD INCORPORATED CL A 57636Q104 36,208,800 70,500 SH SOLE 70,500 0 0
MERCADOLIBRE INC COM 58733R102 111,280,888 65,560 SH SOLE 65,560 0 0
NEW YORK TIMES CO CL A 650111107 172,056,957 2,458,659 SH SOLE 2,458,659 0 0
POST HLDGS INC COM 737446104 260,417,132 2,950,568 SH SOLE 2,950,568 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 37,297,487 918,205 SH SOLE 918,205 0 0
SCHWAB CHARLES CORP COM 808513105 202,061,427 2,189,893 SH SOLE 2,189,893 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 74,677,000 100,000 SH Put SOLE 100,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 140,581,344 280,400 SH SOLE 280,400 0 0
UNITEDHEALTH GROUP INC COM 91324P102 202,713,142 487,725 SH SOLE 487,725 0 0
VEEVA SYS INC CL A COM 922475108 37,508,285 211,350 SH SOLE 211,350 0 0
VISA INC COM CL A 92826C839 36,607,703 106,700 SH SOLE 106,700 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 77,625,460 1,216,700 SH SOLE 1,216,700 0 0