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
10X GENOMICS INC CL A COM 88025U109   164,400,637 3,985,470 SH   SOLE   2,909,867 0 1,075,603
ADOBE INC COM 00724F101   81,584 160 SH   SOLE   160 0 0
AIRBNB INC COM CL A 009066101   379,717,012 2,767,415 SH   SOLE   1,971,332 0 796,083
ALIGN TECHNOLOGY INC COM 016255101   467,648,263 1,531,666 SH   SOLE   1,068,827 0 462,839
ALPHABET INC CAP STK CL A 02079K305   561,487,938 4,290,753 SH   SOLE   3,062,416 0 1,228,337
ALPHABET INC CAP STK CL C 02079K107   100,231,447 760,193 SH   SOLE   517,865 0 242,328
AMAZON COM INC COM 023135106   1,798,084,306 14,144,779 SH   SOLE   10,209,213 0 3,935,566
APTIV PLC SHS G6095L109   416,615,016 4,225,733 SH   SOLE   3,113,635 0 1,112,098
ASML HOLDING N V N Y REGISTRY SHS N07059210   880,185,624 1,495,236 SH   SOLE   1,067,215 0 428,021
ATLASSIAN CORPORATION CL A 049468101   1,004,711,732 4,985,915 SH   SOLE   3,639,947 0 1,345,968
AXON ENTERPRISE INC COM 05464C101   519,822,572 2,612,305 SH   SOLE   1,898,394 0 713,911
BILL HOLDINGS INC COM 090043100   136,255 1,255 SH   SOLE   1,255 0 0
BIO-TECHNE CORP COM 09073M104   648,707 9,530 SH   SOLE   9,530 0 0
BLOCK INC CL A 852234103   621,527,645 14,042,649 SH   SOLE   10,213,227 0 3,829,422
CADENCE DESIGN SYSTEM INC COM 127387108   570,755 2,436 SH   SOLE   2,436 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   30,731 413 SH   SOLE   413 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   133,154,625 302,748 SH   SOLE   302,748 0 0
CHEGG INC COM 163092109   42,657,322 4,782,211 SH   SOLE   4,782,211 0 0
CLOUDFLARE INC CL A COM 18915M107   693,905,929 11,007,391 SH   SOLE   8,291,280 0 2,716,111
COSTAR GROUP INC COM 22160N109   609,802,288 7,930,840 SH   SOLE   6,275,081 0 1,655,759
COUPANG INC CL A 22266T109   243,822,653 14,342,509 SH   SOLE   11,023,147 0 3,319,362
COURSERA INC COM 22266M104   24,017 1,285 SH   SOLE   1,285 0 0
DATADOG INC CL A COM 23804L103   401,039,028 4,402,668 SH   SOLE   3,266,646 0 1,136,022
DEXCOM INC COM 252131107   1,274,540,511 13,660,670 SH   SOLE   9,747,360 0 3,913,310
DOORDASH INC CL A 25809K105   668,914,646 8,417,197 SH   SOLE   6,015,030 0 2,402,167
EDWARDS LIFESCIENCES CORP COM 28176E108   314,266,273 4,536,176 SH   SOLE   3,178,615 0 1,357,561
ENTEGRIS INC COM 29362U104   841,921,181 8,965,192 SH   SOLE   6,725,606 0 2,239,586
FERRARI N V COM N3167Y103   25,990,970 87,944 SH   SOLE   78,437 0 9,507
FLOOR & DECOR HLDGS INC CL A 339750101   222,888,920 2,462,861 SH   SOLE   1,774,505 0 688,356
GITLAB INC CLASS A COM 37637K108   3,980,807 88,032 SH   SOLE   88,032 0 0
GLOBANT S A COM L44385109   293,065,312 1,481,250 SH   SOLE   1,001,443 0 479,807
HDFC BANK LTD SPONSORED ADS 40415F101   145,533,885 2,466,258 SH   SOLE   2,293,291 0 172,967
ICON PLC SHS G4705A100   62,794 255 SH   SOLE   255 0 0
ILLUMINA INC COM 452327109   14,140 103 SH   SOLE   103 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   60,469,853 549,626 SH   SOLE   549,626 0 0
INTUIT COM 461202103   99,633 195 SH   SOLE   195 0 0
IQVIA HLDGS INC COM 46266C105   73,508,554 373,614 SH   SOLE   373,614 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106   221,484,607 2,349,720 SH   SOLE   1,603,508 0 746,212
KANZHUN LIMITED SPONSORED ADS 48553T106   84,654,076 5,580,361 SH   SOLE   3,483,678 0 2,096,683
KLAVIYO INC COM SER A 49845K101   22,044,603 638,974 SH   SOLE   638,974 0 0
LAM RESEARCH CORP COM 512807108   1,212,168,793 1,933,993 SH   SOLE   1,347,285 0 586,708
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   147,438,121 2,366,583 SH   SOLE   2,321,780 0 44,803
MATCH GROUP INC NEW COM 57667L107   216,576,010 5,528,424 SH   SOLE   4,003,111 0 1,525,313
MERCADOLIBRE INC COM 58733R102   1,297,862,826 1,023,648 SH   SOLE   693,994 0 329,654
META PLATFORMS INC CL A 30303M102   603,131,797 2,009,033 SH   SOLE   1,482,662 0 526,371
MICROSOFT CORP COM 594918104   1,305,878,850 4,135,800 SH   SOLE   3,138,379 0 997,421
NETFLIX INC COM 64110L106   947,973,107 2,510,522 SH   SOLE   1,805,949 0 704,573
NIKE INC CL B 654106103   435,227,530 4,551,637 SH   SOLE   3,110,348 0 1,441,289
NU HLDGS LTD ORD SHS CL A G6683N103   320,654,798 44,228,248 SH   SOLE   29,505,952 0 14,722,296
NVIDIA CORPORATION COM 67066G104   1,590,204,688 3,655,727 SH   SOLE   2,631,412 0 1,024,315
OKTA INC CL A 679295105   478,623,297 5,871,958 SH   SOLE   4,164,267 0 1,707,691
REPLIGEN CORP COM 759916109   249,703,421 1,570,363 SH   SOLE   1,072,909 0 497,454
ROPER TECHNOLOGIES INC COM 776696106   171,084,986 353,277 SH   SOLE   353,277 0 0
SAMSARA INC COM CL A 79589L106   38,084,873 1,510,705 SH   SOLE   1,510,705 0 0
SEA LTD SPONSORD ADS 81141R100   708,471,495 16,119,943 SH   SOLE   11,089,534 0 5,030,409
SERVICENOW INC COM 81762P102   1,169,342,643 2,091,997 SH   SOLE   1,618,597 0 473,400
SHOPIFY INC CL A 82509L107   859,843,938 15,756,715 SH   SOLE   11,809,229 0 3,947,486
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   48,144,524 294,552 SH   SOLE   294,552 0 0
SNOWFLAKE INC CL A 833445109   738,251,248 4,832,436 SH   SOLE   3,525,949 0 1,306,487
STERIS PLC SHS USD G8473T100   83,523,320 380,655 SH   SOLE   380,655 0 0
STEVANATO GROUP S P A ORD SHS T9224W109   55,127,034 1,854,880 SH   SOLE   1,729,238 0 125,642
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   493,845,313 5,682,915 SH   SOLE   3,729,954 0 1,952,961
TEXAS INSTRS INC COM 882508104   78,296,842 492,402 SH   SOLE   492,402 0 0
TRANSDIGM GROUP INC COM 893641100   91,385,174 108,388 SH   SOLE   108,388 0 0
UBER TECHNOLOGIES INC COM 90353T100   451,477,575 9,816,864 SH   SOLE   7,069,502 0 2,747,362
UIPATH INC CL A 90364P105   763,825 44,642 SH   SOLE   44,642 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108   91,877,786 2,577,217 SH   SOLE   1,856,973 0 720,244
UNITEDHEALTH GROUP INC COM 91324P102   73,174,103 145,132 SH   SOLE   145,132 0 0
VISA INC COM CL A 92826C839   1,791,019,878 7,786,704 SH   SOLE   5,773,970 0 2,012,734
WASTE CONNECTIONS INC COM 94106B101   28,740 214 SH   SOLE   214 0 0
XP INC CL A G98239109   253,965,061 11,018,007 SH   SOLE   6,896,674 0 4,121,333
ZAI LAB LTD ADR 98887Q104   2,382 98 SH   SOLE   98 0 0
ZOETIS INC CL A 98978V103   73,577,186 422,906 SH   SOLE   422,906 0 0
ISHARES TR MSCI INDIA ETF 46429B598   9,631,779 217,815 SH   SOLE   217,815 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   121,025 455 SH   SOLE   455 0 0