The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
| |||||||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||||||
| 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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 138,232,182 | 237,958 | SH | SOLE | 237,958 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 62,261,359 | 174,221 | SH | SOLE | 174,221 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 224,690,745 | 942,732 | SH | SOLE | 942,732 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 225,174,737 | 566,948 | SH | SOLE | 566,948 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 52,368,696 | 795,635 | SH | SOLE | 795,635 | 0 | 0 | ||
| COUPANG INC | CL A | 22266T109 | 117,615,414 | 6,771,181 | SH | SOLE | 6,771,181 | 0 | 0 | ||
| JAMES HARDIE INDS PLC | ORD SHS | G4253H101 | 108,136,411 | 4,130,497 | SH | SOLE | 4,130,497 | 0 | 0 | ||
| LAM RESEARCH CORP | COM NEW | 512807306 | 168,515,970 | 388,886 | SH | SOLE | 388,886 | 0 | 0 | ||
| LINDE PLC | SHS | G54950103 | 226,703,609 | 436,859 | SH | SOLE | 436,859 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 28,969,479 | 77,662 | SH | SOLE | 77,662 | 0 | 0 | ||
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 187,530,793 | 14,036,736 | SH | SOLE | 14,036,736 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 78,099,129 | 390,320 | SH | SOLE | 390,320 | 0 | 0 | ||
| PARAMOUNT SKYDANCE CORP | COM CL B | 69932A204 | 12,798,280 | 1,298,000 | SH | SOLE | 1,298,000 | 0 | 0 | ||
| PRIMO BRANDS CORPORATION | CLASS A COM SHS | 741623102 | 112,525,304 | 4,604,145 | SH | SOLE | 4,604,145 | 0 | 0 | ||
| SCHEIN HENRY INC | COM | 806407102 | 204,347,632 | 2,446,691 | SH | SOLE | 2,446,691 | 0 | 0 | ||
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | 372,608,695 | 386,123 | SH | SOLE | 386,123 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 185,102,851 | 403,160 | SH | SOLE | 403,160 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 19,726,984 | 41,307 | SH | SOLE | 41,307 | 0 | 0 | ||
| TTM TECHNOLOGIES INC | COM | 87305R109 | 105,214,086 | 562,582 | SH | SOLE | 562,582 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 207,390,480 | 762,465 | SH | SOLE | 762,465 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 111,357,407 | 324,572 | SH | SOLE | 324,572 | 0 | 0 | ||