The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 | 38,853,285 | 343,500 | SH | Call | SOLE | 343,500 | 0 | 0 | ||
| ADOBE INC | COM | 00724F101 | 440,055,328 | 989,600 | SH | Call | SOLE | 989,600 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 418,597,745 | 3,465,500 | SH | Call | SOLE | 3,465,500 | 0 | 0 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | 244,660,052 | 843,539 | SH | SOLE | 843,539 | 0 | 0 | |||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 136,567,353 | 1,610,654 | SH | SOLE | 1,610,654 | 0 | 0 | |||
| ALLURION TECHNOLOGIES INC | *W EXP 08/01/203 | 02008G110 | 34,453 | 1,148,436 | SH | SOLE | 1,148,436 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL A | 02079K305 | 150,796,380 | 796,600 | SH | Call | SOLE | 796,600 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 175,339,779 | 799,215 | SH | SOLE | 799,215 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 618,394,593 | 2,818,700 | SH | Call | SOLE | 2,818,700 | 0 | 0 | ||
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | 1,207,793,088 | 9,790,800 | SH | Call | SOLE | 9,790,800 | 0 | 0 | ||
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 | 17,316,936 | 264,300 | SH | Call | SOLE | 264,300 | 0 | 0 | ||
| AVERY DENNISON CORP | COM | 053611109 | 122,580,629 | 655,056 | SH | SOLE | 655,056 | 0 | 0 | |||
| BALLARD PWR SYS INC NEW | COM | 058586108 | 11,697,854 | 7,046,900 | SH | SOLE | 7,046,900 | 0 | 0 | |||
| BEIGENE LTD | SPONSORED ADR | 07725L102 | 65,458,453 | 354,385 | SH | SOLE | 354,385 | 0 | 0 | |||
| BLOOM ENERGY CORP | COM CL A | 093712107 | 72,346,810 | 3,257,398 | SH | SOLE | 3,257,398 | 0 | 0 | |||
| BOOKING HOLDINGS INC | COM | 09857L108 | 728,370,372 | 146,600 | SH | Call | SOLE | 146,600 | 0 | 0 | ||
| CME GROUP INC | COM | 12572Q105 | 46,144,101 | 198,700 | SH | Call | SOLE | 198,700 | 0 | 0 | ||
| COCA COLA CO | COM | 191216100 | 52,454,050 | 842,500 | SH | Call | SOLE | 842,500 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 11,393,928 | 33,300 | SH | Call | SOLE | 33,300 | 0 | 0 | ||
| CUMMINS INC | COM | 231021106 | 571,350,171 | 1,638,985 | SH | SOLE | 1,638,985 | 0 | 0 | |||
| DANAHER CORPORATION | COM | 235851102 | 32,596,100 | 142,000 | SH | Call | SOLE | 142,000 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 81,865,355 | 488,020 | SH | SOLE | 488,020 | 0 | 0 | |||
| ELECTRONIC ARTS INC | COM | 285512109 | 3,629,400,452 | 24,807,932 | SH | SOLE | 24,807,932 | 0 | 0 | |||
| ELI LILLY & CO | COM | 532457108 | 14,050,400 | 18,200 | SH | Call | SOLE | 18,200 | 0 | 0 | ||
| ERMENEGILDO ZEGNA N V | ORD SHS | N30577105 | 48,191,516 | 5,834,324 | SH | SOLE | 5,834,324 | 0 | 0 | |||
| FEDEX CORP | COM | 31428X106 | 140,148,478 | 498,164 | SH | SOLE | 498,164 | 0 | 0 | |||
| HONEYWELL INTL INC | COM | 438516106 | 7,702,849 | 34,100 | SH | Call | SOLE | 34,100 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 41,096,958 | 275,800 | SH | Call | SOLE | 275,800 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | 24,007,572 | 38,100 | SH | Call | SOLE | 38,100 | 0 | 0 | ||
| LAM RESEARCH CORP | COM NEW | 512807306 | 10,076,085 | 139,500 | SH | Call | SOLE | 139,500 | 0 | 0 | ||
| LINDE PLC | SHS | G54950103 | 505,919,153 | 1,208,396 | SH | SOLE | 1,208,396 | 0 | 0 | |||
| LUCID GROUP INC | COM | 549498103 | 5,348,083,826 | 1,770,888,684 | SH | SOLE | 1,770,888,684 | 0 | 0 | |||
| LULULEMON ATHLETICA INC | COM | 550021109 | 2,409,183 | 6,300 | SH | Call | SOLE | 6,300 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 10,712,772 | 6,300 | SH | Call | SOLE | 6,300 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 433,285,012 | 740,013 | SH | SOLE | 740,013 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 220,444,515 | 376,500 | SH | Call | SOLE | 376,500 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 9,257,600 | 110,000 | SH | Call | SOLE | 110,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 488,476,350 | 1,158,900 | SH | Call | SOLE | 1,158,900 | 0 | 0 | ||
| MULTIPLAN CORPORATION | CL A NEW | 62548M209 | 18,936,875 | 1,281,250 | SH | SOLE | 1,281,250 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 5,258,788 | 5,900 | SH | Call | SOLE | 5,900 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 32,031,111 | 423,300 | SH | Call | SOLE | 423,300 | 0 | 0 | ||
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 70,715,247 | 6,825,796 | SH | SOLE | 6,825,796 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 213,521,100 | 1,590,000 | SH | Call | SOLE | 1,590,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 150,151,902 | 1,759,249 | SH | SOLE | 1,759,249 | 0 | 0 | |||
| PAYPAL HLDGS INC | COM | 70450Y103 | 627,868,740 | 7,356,400 | SH | Call | SOLE | 7,356,400 | 0 | 0 | ||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 165,200,642 | 1,703,275 | SH | SOLE | 1,703,275 | 0 | 0 | |||
| PFIZER INC | COM | 717081103 | 46,151,588 | 1,739,600 | SH | Call | SOLE | 1,739,600 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 160,433,597 | 5,532,193 | SH | SOLE | 5,532,193 | 0 | 0 | |||
| PROLOGIS INC. | COM | 74340W103 | 164,032,131 | 1,551,865 | SH | SOLE | 1,551,865 | 0 | 0 | |||
| REGENERON PHARMACEUTICALS | COM | 75886F107 | 26,427,443 | 37,100 | SH | Call | SOLE | 37,100 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 818,673,871 | 2,448,700 | SH | Call | SOLE | 2,448,700 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 88,416,844 | 833,335 | SH | SOLE | 833,335 | 0 | 0 | |||
| SHOPIFY INC | CL A | 82509L107 | 132,912,500 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | |||
| STARBUCKS CORP | COM | 855244109 | 1,037,092,750 | 11,365,400 | SH | Call | SOLE | 11,365,400 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 2,101,214,294 | 11,414,680 | SH | SOLE | 11,414,680 | 0 | 0 | |||
| THE CIGNA GROUP | COM | 125523100 | 14,000,298 | 50,700 | SH | Call | SOLE | 50,700 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 34,595,295 | 66,500 | SH | Call | SOLE | 66,500 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 11,809,055 | 53,500 | SH | Call | SOLE | 53,500 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 4,393,741,433 | 72,840,541 | SH | SOLE | 72,840,541 | 0 | 0 | |||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 34,904,340 | 69,000 | SH | Call | SOLE | 69,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 212,756,864 | 673,196 | SH | SOLE | 673,196 | 0 | 0 | |||
| ZOETIS INC | CL A | 98978V103 | 31,526,955 | 193,500 | SH | Call | SOLE | 193,500 | 0 | 0 | ||