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
AMAZON COM ORD COM 023135106 14,719,284 59,078 SH SOLE 59,078 0 0
DANAHER ORD COM 235851102 33,413,063 150,815 SH SOLE 150,815 0 0
DESCARTES SYSTEM ORD COM 249906108 17,685,618 218,719 SH SOLE 218,719 0 0
HEICO CL A ORD CL A 422806208 10,590,859 46,384 SH SOLE 46,384 0 0
LINDE ORD SHS G54950103 14,734,560 31,043 SH SOLE 31,043 0 0
PATRIA INVESTMENTS CL A ORD CL A G69451105 12,575,931 1,239,008 SH SOLE 1,239,008 0 0
SOMNIGROUP INTERNATIONAL ORD COM 88023U101 4,456,330 71,749 SH SOLE 71,749 0 0
VISA CL A ORD COM CL A 92826C839 12,908,212 35,923 SH SOLE 35,923 0 0
VULCAN MATERIALS ORD COM 929160109 11,986,381 48,998 SH SOLE 48,998 0 0
WALDENCAST CL A ORD CL A G9503X103 10,819,025 12,587,580 SH SOLE 12,587,580 0 0
VISTA ENERGY SPON SRS A ADR SPONSORED ADS 92837L109 13,373,551 204,645 SH SOLE 204,645 0 0
ITAU UNIBANCO HOLDING ADR REP 1 PRF SPON ADR REP PFD 465562106 13,532,180 1,586,422 SH SOLE 1,586,422 0 0
PAMPA ENERGIA ADR REPSG 25 ORD SPONSORED ADR 697660207 6,382,584 82,070 SH SOLE 82,070 0 0
RYANAIR HOLDINGS ORD SPONSORED ADS 783513203 12,738,996 231,576 SH SOLE 231,576 0 0
WALDENCAST EQY WARRANT WARRANT G9503X111 27,889 4,892,767 SH SOLE 4,892,767 0 0