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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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
APPLE INC COM 037833100   100,503,230 477,178 SH   SOLE   477,178 0 0
BLACKSTONE INC COM 09260D107   127,843,308 1,032,660 SH   SOLE   1,032,660 0 0
CORE & MAIN INC CL A 21874C102   101,561,903 2,075,233 SH   SOLE   2,075,233 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   89,643,298 1,150,453 SH   SOLE   1,150,453 0 0
GE VERNOVA INC COM 36828A101   211,529,114 1,233,334 SH   SOLE   1,233,334 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   111,617,129 809,465 SH   SOLE   809,465 0 0
LPL FINL HLDGS INC COM 50212V100   152,732,691 546,841 SH   SOLE   546,841 0 0
MCKESSON CORP COM 58155Q103   281,298,194 481,642 SH   SOLE   481,642 0 0
MICROSOFT CORP COM 594918104   87,349,226 195,434 SH   SOLE   195,434 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   97,709,603 7,580,264 SH   SOLE   7,580,264 0 0
NVIDIA CORPORATION COM 67066G104   105,948,645 857,606 SH   SOLE   857,606 0 0
QUALCOMM INC COM 747525103   124,310,230 624,110 SH   SOLE   624,110 0 0
SYNOPSYS INC COM 871607107   117,585,046 197,602 SH   SOLE   197,602 0 0