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 A 02079K305 72,773,755 203,637 SH SOLE 24,988 0 178,649
AMAZON COM INC COM 023135106 114,780,731 481,584 SH SOLE 63,724 0 417,860
ANALOG DEVICES INC COM 032654105 61,300,409 154,343 SH SOLE 24,692 0 129,651
CADENCE DESIGN SYSTEM INC COM 127387108 53,727,058 143,150 SH SOLE 20,414 0 122,736
CLOUDFLARE INC CL A COM 18915M107 17,489,200 71,303 SH SOLE 10,775 0 60,528
CRH PLC ORD G25508105 20,778,330 194,190 SH SOLE 30,337 0 163,853
DANAHER CORP DEL COM 235851102 43,925,259 230,603 SH SOLE 34,762 0 195,841
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 54,020,105 227,616 SH SOLE 32,781 0 194,835
LAM RESEARCH CORP COM NEW 512807306 50,144,948 115,720 SH SOLE 21,489 0 94,231
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 36,699,874 385,746 SH SOLE 50,518 0 335,228
META PLATFORMS INC CL A 30303M102 8,449,350 15,000 SH SOLE 0 0 15,000
MONGODB INC CL A 60937P106 25,024,214 74,499 SH SOLE 11,088 0 63,411
NEPTUNE INS HLDGS INC CL A 64073B103 2,053,170 65,180 SH SOLE 65,180 0 0
NETFLIX INC. COM 64110L106 13,244,700 185,500 SH SOLE 26,338 0 159,162
NVIDIA CORPORATION COM 67066G104 20,489,216 102,400 SH SOLE 14,557 0 87,843
ON HLDG AG NAMEN AKT A H5919C104 11,413,705 322,239 SH SOLE 51,836 0 270,403
SCHWAB CHARLES CORP COM 808513105 10,426,510 113,000 SH SOLE 16,133 0 96,867
SERVICENOW INC COM 81762P102 23,916,552 240,900 SH SOLE 29,506 0 211,394
SHOPIFY INC CL A SUB VTG SHS 82509L107 33,449,716 292,956 SH SOLE 41,792 0 251,164
SNOWFLAKE INC COM SHS 833445109 92,427,274 363,172 SH SOLE 50,879 0 312,293
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 45,022,912 94,275 SH SOLE 19,329 0 74,946
TEXAS INSTRS INC COM 882508104 62,594,700 210,000 SH SOLE 29,791 0 180,209
VISA INC COM CL A 92826C839 31,877,521 92,913 SH SOLE 11,873 0 81,040