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 |
| AMAZON COM INC | COM | 023135106 | 422,576,820 | 1,773,000 | SH | SOLE | 1,773,000 | 0 | 0 | ||
| ARCHER AVIATION INC | *W EXP 09/16/202 | 03945R110 | 50,000 | 416,666 | SH | SOLE | 416,666 | 0 | 0 | ||
| ASHLAND INC | COM | 044186104 | 298,152,316 | 4,525,001 | SH | SOLE | 4,525,001 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 164,284,900 | 845,000 | SH | SOLE | 845,000 | 0 | 0 | ||
| EVERCOMMERCE INC | COM | 29977X105 | 61,516,900 | 6,115,000 | SH | SOLE | 6,115,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 231,272,400 | 620,000 | SH | SOLE | 620,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 82,996,950 | 222,500 | SH | Call | SOLE | 222,500 | 0 | 0 | |
| NATIONAL GRID PLC | SPONSORED ADR NE | 636274409 | 76,654,750 | 925,000 | SH | SOLE | 925,000 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 205,918,125 | 1,812,500 | SH | SOLE | 1,812,500 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 54,604,000 | 550,000 | SH | Call | SOLE | 550,000 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 142,466,800 | 1,435,000 | SH | SOLE | 1,435,000 | 0 | 0 | ||
| SHELL PLC | SPON ADS | 780259305 | 189,973,000 | 2,450,000 | SH | SOLE | 2,450,000 | 0 | 0 | ||
| SOLID POWER INC | *W EXP 12/08/202 | 83422N113 | 27,253 | 266,666 | SH | SOLE | 266,666 | 0 | 0 | ||