Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting MICROSOFT CORP,MSFT,,Sell,594918104,151735000.0,590800.0,34.68 ALIBABA GROUP HLDG LTD,BABA,sponsored ads,Sell,01609W102,93737000.0,824571.0,21.424 LIVENT CORP,LTHM,,Sell,53814L108,89400000.0,3940080.0,20.433 EURONET WORLDWIDE INC,EEFT,,Sell,298736109,55770000.0,554429.0,12.747 GLOBAL PMTS INC,GPN,,Sell,37940X102,26870000.0,242860.0,6.141 CONSTELLATION BRANDS INC,STZ,cl a, ,21036P108,4245000.0,18215.0,0.97 AUTODESK INC,ADSK,,Buy,052769106,3640000.0,21170.0,0.832 AMPHENOL CORP NEW,APH,cl a, ,032095101,3408000.0,52940.0,0.779 PROCTER AND GAMBLE CO,PG,,Sell,742718109,3314000.0,23050.0,0.757 LAUDER ESTEE COS INC,EL,cl a,Buy,518439104,2636000.0,10352.0,0.602 ECOLAB INC,ECL,,Buy,278865100,1448000.0,9420.0,0.331 SIMON PPTY GROUP INC NEW,SPG,, ,828806109,1326000.0,13970.0,0.303 ADOBE SYSTEMS INCORPORATED,ADBE,,Exit,00724F101,0.0,-1185.0,-0.077 UBER TECHNOLOGIES INC,UBER,,Exit,90353T100,0.0,-26950.0,-0.137 META PLATFORMS INC,FB,cl a,Exit,30303M102,0.0,-5180.0,-0.164 ALPHABET INC,GOOGL,cap stk cl a,Exit,02079K305,0.0,-1219.0,-0.484 SERVICENOW INC,NOW,,Exit,81762P102,0.0,-6202.0,-0.493 AMAZON COM INC,AMZN,,Exit,023135106,0.0,-1607.0,-0.748 DYNATRACE INC,DT,,Exit,268150109,0.0,-1466050.0,-9.856