UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 157,610 | 572,712 | SH | SOLE | 572,712 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 93,765 | 975,200 | SH | SOLE | 975,200 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 39,157 | 346,520 | SH | SOLE | 346,520 | 0 | 0 | ||
| ASPEN TECHNOLOGY INC | COM | 29109X106 | 60,058 | 252,133 | SH | SOLE | 252,133 | 0 | 0 | ||
| BERRY GLOBAL GROUP INC | COM | 08579W103 | 60,112 | 1,291,901 | SH | SOLE | 1,291,901 | 0 | 0 | ||
| CLARIVATE PLC | ORD SHS | G21810109 | 67,597 | 7,198,862 | SH | SOLE | 7,198,862 | 0 | 0 | ||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 175,941 | 2,504,140 | SH | SOLE | 2,504,140 | 0 | 0 | ||
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | 145,356 | 2,488,123 | SH | SOLE | 2,488,123 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 172,040 | 916,032 | SH | SOLE | 916,032 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 37,612 | 132,277 | SH | SOLE | 132,277 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 119,930 | 690,443 | SH | SOLE | 690,443 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 193,708 | 1,090,390 | SH | SOLE | 1,090,390 | 0 | 0 | ||
| XP INC | CL A | G98239109 | 59,243 | 3,116,427 | SH | SOLE | 3,116,427 | 0 | 0 | ||