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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107   18,225,600 160,000 SH   SOLE   160,000 0 0
AIR PRODS & CHEMS INC COM 009158106   39,537,960 132,000 SH   SOLE   132,000 0 0
ALPHABET INC CAP STK CL A 02079K305   274,008,502 2,289,127 SH   SOLE   2,289,127 0 0
AVALONBAY CMNTYS INC COM 053484101   152,996,026 808,348 SH   SOLE   808,348 0 0
BLOCK INC CL A 852234103   101,161,237 1,519,622 SH   SOLE   1,519,622 0 0
CAMDEN PPTY TR SH BEN INT 133131102   297,994,174 2,737,156 SH   SOLE   2,737,156 0 0
CAZOO GROUP LTD CL A G2007L204   2,172,765 1,841,326 SH   SOLE   1,841,326 0 0
DANAHER CORPORATION COM 235851102   202,008,000 841,700 SH   SOLE   841,700 0 0
DATADOG INC CL A COM 23804L103   23,079,850 234,599 SH   SOLE   234,599 0 0
DLOCAL LTD CLASS A COM G29018101   65,583,055 5,373,458 SH   SOLE   5,373,458 0 0
ELEVANCE HEALTH INC COM 036752103   306,885,320 690,732 SH   SOLE   690,732 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   193,626,172 2,935,064 SH   SOLE   2,935,064 0 0
GENERAL ELECTRIC CO COM NEW 369604301   159,831,750 1,455,000 SH   SOLE   1,455,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   208,048,576 2,984,915 SH   SOLE   2,984,915 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   297,848,717 2,046,367 SH   SOLE   2,046,367 0 0
INSULET CORP COM 45784P101   208,538,445 723,238 SH   SOLE   723,238 0 0
INTUIT COM 461202103   36,197,010 79,000 SH   SOLE   79,000 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   38,909,748 516,867 SH   SOLE   516,867 0 0
LULULEMON ATHLETICA INC COM 550021109   141,528,342 373,919 SH   SOLE   373,919 0 0
MASTERCARD INCORPORATED CL A 57636Q104   15,912,525 40,459 SH   SOLE   40,459 0 0
META PLATFORMS INC CL A 30303M102   219,131,614 763,578 SH   SOLE   763,578 0 0
MICROSOFT CORP COM 594918104   326,914,995 959,990 SH   SOLE   959,990 0 0
MID-AMER APT CMNTYS INC COM 59522J103   102,366,396 674,084 SH   SOLE   674,084 0 0
NVIDIA CORPORATION COM 67066G104   57,530,720 136,000 SH   SOLE   136,000 0 0
PNC FINL SVCS GROUP INC COM 693475105   50,334,910 399,642 SH   SOLE   399,642 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   82,746,851 1,271,659 SH   SOLE   1,271,659 0 0
RH COM 74967X103   117,213,740 355,635 SH   SOLE   355,635 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   231,721,941 13,908,880 SH   SOLE   13,908,880 0 0
ROBINHOOD MKTS INC COM CL A 770700102   2,031,479 203,555 SH   SOLE   203,555 0 0
SIGHT SCIENCES INC COM 82657M105   48,454,858 5,852,036 SH   SOLE   5,852,036 0 0
SNOWFLAKE INC CL A 833445109   33,081,248 187,983 SH   SOLE   187,983 0 0
SUN CMNTYS INC COM 866674104   49,574,800 380,000 SH   SOLE   380,000 0 0
TEMPUR SEALY INTL INC COM 88023U101   378,332,325 9,441,785 SH   SOLE   9,441,785 0 0
UNITEDHEALTH GROUP INC COM 91324P102   241,377,408 502,200 SH   SOLE   502,200 0 0
VALVOLINE INC COM 92047W101   97,527,163 2,600,031 SH   SOLE   2,600,031 0 0
VISA INC COM CL A 92826C839   172,523,995 726,478 SH   SOLE   726,478 0 0
WARBY PARKER INC CL A COM 93403J106   174,695,629 14,944,023 SH   SOLE   14,944,023 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108   27,805,851 256,346 SH   SOLE   256,346 0 0