Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting MICROSOFT CORP,MSFT,, ,594918104,141685656.0,590800.0,45.848 EURONET WORLDWIDE INC,EEFT,,Sell,298736109,39041136.0,413659.0,12.633 QUANTA SVCS INC,PWR,,New,74762E102,24110003.0,169193.0,7.802 SOLAREDGE TECHNOLOGIES INC,SEDG,,New,83417M104,24077950.0,85000.0,7.791 SHOALS TECHNOLOGIES GROUP IN,SHLS,cl a,New,82489W107,18144489.0,735488.0,5.871 INTUIT,INTU,, ,461202103,17164602.0,44100.0,5.554 ARRAY TECHNOLOGIES INC,ARRY,,New,04271T100,14014250.0,725000.0,4.535 RIVIAN AUTOMOTIVE INC,,,Buy,76954A103,10464554.0,567800.0,3.386 CONSTELLATION BRANDS INC,STZ,cl a, ,21036P108,4221326.0,18215.0,1.366 PROCTER AND GAMBLE CO,PG,, ,742718109,3493458.0,23050.0,1.13 AUTODESK INC,ADSK,,Sell,052769106,3376741.0,18070.0,1.093 AMPHENOL CORP NEW,APH,cl a,Sell,032095101,3360820.0,44140.0,1.088 LAUDER ESTEE COS INC,EL,cl a, ,518439104,2568435.0,10352.0,0.831 LIVENT CORP,LTHM,,Sell,53814L108,1670670.0,84080.0,0.541 SIMON PPTY GROUP INC NEW,SPG,, ,828806109,1641196.0,13970.0,0.531 GENERAC HLDGS INC,GNRC,,Exit,368736104,0.0,-3830.0,-0.191 ECOLAB INC,ECL,,Exit,278865100,0.0,-9420.0,-0.38 ALIBABA GROUP HLDG LTD,BABA,sponsored ads,Exit,01609W102,0.0,-479571.0,-10.726