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
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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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 6,474,640 18,451 SH   SOLE   5,313 0 13,138
ACUSHNET HLDGS CORP COM 005098108 BBG00D5L3ST3 7,727,776 122,333 SH   SOLE   122,333 0 0
ADOBE INC COM 00724F101 BBG001S5NCQ5 84,575,806 141,763 SH   SOLE   132,521 0 9,242
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 4,044,930 27,440 SH   SOLE   27,440 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 105,092,279 752,325 SH   SOLE   702,451 0 49,874
AMAZON COM INC COM 023135106 BBG001S5PQL7 151,122,107 994,617 SH   SOLE   931,653 0 62,964
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 10,289,649 54,925 SH   SOLE   54,925 0 0
AMETEK INC COM 031100100 BBG001S5NN54 8,019,425 48,635 SH   SOLE   48,635 0 0
AMPHENOL CORP NEW CL A 032095101 BBG001S5NSK6 19,528,511 196,999 SH   SOLE   196,999 0 0
APPLE INC COM 037833100 BBG001S5N8V8 93,134,847 483,742 SH   SOLE   452,413 0 31,329
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 81,854,843 108,142 SH   SOLE   99,773 0 8,369
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 723,663 2,029 SH   SOLE   2,029 0 0
BLACKSTONE INC COM 09260D107 BBG001S7H949 56,195,839 429,238 SH   SOLE   401,116 0 28,122
CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG001SP50B3 121,554,211 53,151 SH   SOLE   50,107 0 3,044
CINTAS CORP COM 172908105 BBG001S7CRG1 18,255,777 30,292 SH   SOLE   30,292 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 BBG00B6BFX96 7,349,876 110,127 SH   SOLE   110,127 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 88,637,523 134,283 SH   SOLE   125,332 0 8,951
D R HORTON INC COM 23331A109 BBG001S8M692 4,392,830 28,904 SH   SOLE   28,904 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 1,637,887 7,080 SH   SOLE   7,080 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG001SPT759 8,322,420 206,871 SH   SOLE   206,871 0 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 118,507,636 203,300 SH   SOLE   186,495 0 16,805
FERRARI N V COM N3167Y103 BBG009PH3Q95 6,747,279 19,937 SH   SOLE   19,937 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 BBG007GJ2F90 5,364,363 48,085 SH   SOLE   48,085 0 0
FOOT LOCKER INC COM 344849104 BBG001S5XMR1 2,046,680 65,704 SH   SOLE   65,704 0 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 3,310,683 14,722 SH   SOLE   14,722 0 0
GARTNER INC COM 366651107 BBG001S5SD60 3,349,492 7,425 SH   SOLE   7,425 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 5,519,566 71,386 SH   SOLE   71,386 0 0
HEICO CORP NEW COM 422806109 BBG001S5RVC4 14,505,642 81,096 SH   SOLE   81,096 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 1,970,427 3,550 SH   SOLE   3,550 0 0
INTUIT COM 461202103 BBG001S6TWR2 8,978,556 14,365 SH   SOLE   14,365 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 12,479,930 21,469 SH   SOLE   21,469 0 0
LAS VEGAS SANDS CORP COM 517834107 BBG001SJCGP9 5,023,111 102,075 SH   SOLE   102,075 0 0
LENNAR CORP CL A 526057104 BBG001S5SRK3 27,450,634 184,183 SH   SOLE   184,183 0 0
LINDE PLC SHS G54950103 BBG01FND0CH6 5,671,905 13,810 SH   SOLE   13,810 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 2,074,304 4,057 SH   SOLE   4,057 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 3,400,640 56,386 SH   SOLE   56,386 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 11,285,455 26,460 SH   SOLE   26,460 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 189,962,191 536,677 SH   SOLE   500,826 0 35,851
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 9,871,824 109,468 SH   SOLE   109,468 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 254,609,163 677,080 SH   SOLE   638,154 0 38,926
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 BBG019X46ZY3 8,435,877 194,734 SH   SOLE   194,734 0 0
MSCI INC COM 55354G100 BBG001SV8B05 12,390,563 21,905 SH   SOLE   21,905 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 44,050,955 90,476 SH   SOLE   87,908 0 2,568
NEUROCRINE BIOSCIENCES INC COM 64125C109 BBG001S8W4X9 7,948,158 60,323 SH   SOLE   60,323 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 158,370,861 319,799 SH   SOLE   299,987 0 19,812
NVR INC COM 62944T105 BBG001S5TSM8 9,814,631 1,402 SH   SOLE   1,402 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 18,703,275 19,686 SH   SOLE   19,686 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 5,985,273 348,589 SH   SOLE   348,589 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 11,872,753 40,263 SH   SOLE   40,263 0 0
PULTE GROUP INC COM 745867101 BBG001S5V5K7 4,358,774 42,228 SH   SOLE   42,228 0 0
ROBLOX CORP CL A 771049103 BBG001V1Y6Z1 1,757,202 38,434 SH   SOLE   38,434 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 83,102,776 188,647 SH   SOLE   173,977 0 14,670
SAMSARA INC COM CL A 79589L106 BBG0099PW5Q0 1,766,336 52,916 SH   SOLE   52,916 0 0
SAP SE SPON ADR 803054204 BBG001S6RD41 10,160,582 65,726 SH   SOLE   65,726 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 90,305,671 127,823 SH   SOLE   118,677 0 9,146
SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 80,295,848 257,441 SH   SOLE   240,574 0 16,867
SHOPIFY INC CL A 82509L107 BBG004DW5NC7 23,679,575 303,974 SH   SOLE   303,974 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG003T4VFD1 29,933,311 159,296 SH   SOLE   159,296 0 0
SYNOPSYS INC COM 871607107 BBG001S5VTR8 120,775,745 234,557 SH   SOLE   221,430 0 13,127
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 75,918,440 729,985 SH   SOLE   684,385 0 45,600
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 3,323,135 20,647 SH   SOLE   20,647 0 0
TOLL BROTHERS INC COM 889478103 BBG001S5WT15 46,517,512 452,549 SH   SOLE   439,333 0 13,216
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 44,928,060 729,707 SH   SOLE   677,671 0 52,036
UNITED AIRLS HLDGS INC COM 910047109 BBG001SQ87W0 6,420,386 155,608 SH   SOLE   155,608 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 56,003,888 215,110 SH   SOLE   197,914 0 17,196
WATSCO INC COM 942622200 BBG001S82CQ2 12,308,229 28,726 SH   SOLE   28,726 0 0
WORKDAY INC CL A 98138H101 BBG001T21KQ7 5,812,167 21,054 SH   SOLE   21,054 0 0
ZOETIS INC CL A 98978V103 BBG0039320P7 8,658,819 43,871 SH   SOLE   43,871 0 0