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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109   57,578,276 672,722 SH   SOLE   672,722 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   3,811,314 37,300 SH   SOLE   37,300 0 0
ALPHABET INC CAP STK CL A 02079K305   59,492,059 573,528 SH   SOLE   573,528 0 0
AON PLC SHS CL A G0403H108   81,837,303 259,562 SH   SOLE   259,562 0 0
ARCH CAP GROUP LTD ORD G0450A105   8,802,739 129,700 SH   SOLE   129,700 0 0
BLOCK INC CL A 852234103   113,974,995 1,660,233 SH   SOLE   1,660,233 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   28,496,260 29,284 SH   SOLE   29,284 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   39,530,232 1,147,800 SH   SOLE   1,147,800 0 0
META PLATFORMS INC CL A 30303M102   151,340,208 714,071 SH   SOLE   714,071 0 0
MICROSOFT CORP COM 594918104   115,290,305 399,897 SH   SOLE   399,897 0 0
NIKE INC CL B 654106103   343,392 2,800 SH   SOLE   2,800 0 0
RENAISSANCERE HLDGS LTD COM G7496G103   65,902,644 328,954 SH   SOLE   328,954 0 0
SPLUNK INC COM 848637104   239,700 2,500 SH   SOLE   2,500 0 0
TJX COS INC NEW COM 872540109   29,794,980 380,232 SH   SOLE   380,232 0 0
T-MOBILE US INC COM 872590104   10,592,439 73,132 SH   SOLE   73,132 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   19,611,682 265,597 SH   SOLE   265,597 0 0