The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 | 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 |