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
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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
ADOBE SYSTEMS INCORPORATED COM 00724F101   114,196,744 339,336 SH   SOLE   339,336 0 0
ALPHABET INC CAP STK CL C 02079K107   80,694,611 909,440 SH   SOLE   909,440 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   53,984,320 98,800 SH   SOLE   98,800 0 0
ASPEN TECHNOLOGY INC COM 29109X106   22,268,441 108,415 SH   SOLE   108,415 0 0
BERRY GLOBAL GROUP INC COM 08579W103   42,570,276 704,456 SH   SOLE   704,456 0 0
CLARIVATE PLC ORD SHS G21810109   47,629,265 5,710,943 SH   SOLE   5,710,943 0 0
DOMINOS PIZZA INC COM 25754A201   68,525,887 197,823 SH   SOLE   197,823 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   169,186,765 2,429,797 SH   SOLE   2,429,797 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   188,304,682 2,752,590 SH   SOLE   2,752,590 0 0
LOWES COS INC COM 548661107   182,331,697 915,136 SH   SOLE   915,136 0 0
MASTERCARD INCORPORATED CL A 57636Q104   46,298,163 133,144 SH   SOLE   133,144 0 0
VERISIGN INC COM 92343E102   127,177,632 619,050 SH   SOLE   619,050 0 0
VISA INC COM CL A 92826C839   227,488,682 1,094,959 SH   SOLE   1,094,959 0 0
XP INC CL A G98239109   31,593,834 2,059,572 SH   SOLE   2,059,572 0 0