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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 380 3,500 SH   SOLE   3,500 0 0
ALPHABET INC CAP STK CL A 02079K305 1,310,505 601,353 SH   SOLE   601,353 0 0
AMAZON COM INC COM 023135106 600,244 5,651,487 SH   SOLE   5,651,487 0 0
BAXTER INTL INC COM 071813109 733,937 11,426,694 SH   SOLE   11,426,694 0 0
BECTON DICKINSON & CO COM 075887109 592,725 2,404,270 SH   SOLE   2,404,270 0 0
BIO RAD LABS INC CL A 090572207 379,547 766,762 SH   SOLE   766,762 0 0
CANADIAN PAC RY LTD COM 13645T100 1,161,676 16,633,390 SH   SOLE   16,633,390 0 0
CATALENT INC COM 148806102 739,447 6,892,041 SH   SOLE   6,892,041 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,205,801 2,573,583 SH   SOLE   2,573,583 0 0
CISCO SYS INC COM 17275R102 15,332 359,561 SH   SOLE   359,561 0 0
COCA COLA CO COM 191216100 9,228 146,684 SH   SOLE   146,684 0 0
COOPER COS INC COM NEW 216648402 643,557 2,055,306 SH   SOLE   2,055,306 0 0
CORTEVA INC COM 22052L104 330 6,100 SH   SOLE   6,100 0 0
COSTAR GROUP INC COM 22160N109 242,691 4,017,400 SH   SOLE   4,017,400 0 0
COUPANG INC CL A 22266T109 1,912 150,000 SH   SOLE   150,000 0 0
CVS HEALTH CORP COM 126650100 790,105 8,526,923 SH   SOLE   8,526,923 0 0
EMBECTA CORP COMMON STOCK 29082K105 12,779 504,684 SH   SOLE   504,684 0 0
FISERV INC COM 337738108 861,018 9,677,622 SH   SOLE   9,677,622 0 0
FRANCO NEV CORP COM 351858105 16,472 125,186 SH   SOLE   125,186 0 0
GENERAL DYNAMICS CORP COM 369550108 14,125 63,843 SH   SOLE   63,843 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 8,619 156,816 SH   SOLE   156,816 0 0
ICICI BANK LIMITED ADR 45104G104 1,774 100,000 SH   SOLE   100,000 0 0
ILLUMINA INC COM 452327109 288,239 1,563,455 SH   SOLE   1,563,455 0 0
INFOSYS LTD SPONSORED ADR 456788108 4,813 260,000 SH   SOLE   260,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 259,601 2,760,543 SH   SOLE   2,760,543 0 0
MASTERCARD INCORPORATED CL A 57636Q104 683,939 2,167,931 SH   SOLE   2,167,931 0 0
MEDTRONIC PLC SHS G5960L103 10,944 121,946 SH   SOLE   121,946 0 0
META PLATFORMS INC CL A 30303M102 764,368 4,740,266 SH   SOLE   4,740,266 0 0
MICROSOFT CORP COM 594918104 679,931 2,647,399 SH   SOLE   2,647,399 0 0
MOODYS CORP COM 615369105 150,065 551,772 SH   SOLE   551,772 0 0
MSC INDL DIRECT INC CL A 553530106 17,385 231,457 SH   SOLE   231,457 0 0
NETFLIX INC COM 64110L106 262 1,500 SH   SOLE   1,500 0 0
PHILIP MORRIS INTL INC COM 718172109 20,976 212,433 SH   SOLE   212,433 0 0
SEA LTD SPONSORD ADS 81141R100 54,391 813,502 SH   SOLE   813,502 0 0
STARBUCKS CORP COM 855244109 275 3,600 SH   SOLE   3,600 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 302 3,700 SH   SOLE   3,700 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 393,598 724,484 SH   SOLE   724,484 0 0
UNITEDHEALTH GROUP INC COM 91324P102 730,590 1,422,406 SH   SOLE   1,422,406 0 0