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
ADVANCED MICRO DEVICES INC COM 007903107 28,021,055 45,804 SH SOLE 45,804 0 0
AMAZON COM INC COM 023135106 74,060,834 297,254 SH SOLE 297,254 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,406,592 4,833 SH SOLE 4,833 0 0
DANAHER CORP DEL COM 235851102 19,409,552 87,608 SH SOLE 87,608 0 0
EATON CORP PLC SHS G29183103 1,546,956 3,600 SH SOLE 3,600 0 0
GE AEROSPACE COM NEW 369604301 58,853,237 188,457 SH SOLE 188,457 0 0
ALPHABET INC CAP STK CL A 02079K305 61,482,967 178,688 SH SOLE 178,688 0 0
LINDE PLC SHS G54950103 53,517,737 112,752 SH SOLE 112,752 0 0
MERCADOLIBRE INC COM 58733R102 13,925,038 8,056 SH SOLE 8,056 0 0
MICROSOFT CORP COM 594918104 84,643,374 165,029 SH SOLE 165,029 0 0
MOODYS CORP COM 615369105 13,998,103 30,824 SH SOLE 30,824 0 0
NVIDIA CORPORATION COM 67066G104 6,570,264 28,769 SH SOLE 28,769 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 42,956,127 3,393,059 SH SOLE 3,393,059 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 57,950,728 127,032 SH SOLE 127,032 0 0
TPG INC COM CL A 872657101 3,336,228 75,600 SH SOLE 75,600 0 0
VISA INC COM CL A 92826C839 30,825,483 85,786 SH SOLE 85,786 0 0
WALDENCAST PLC *W EXP 07/27/202 G9503X111 5,360 940,415 SH SOLE 940,415 0 0
WALDENCAST PLC CLASS A ORD SHS G9503X103 3,376,082 3,925,677 SH SOLE 3,925,677 0 0