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
10X GENOMICS INC CL A COM 88025U109   200,904,514 3,590,145 SH   SOLE   2,608,042 0 982,103
ADOBE INC COM 00724F101   95,456 160 SH   SOLE   160 0 0
AIRBNB INC COM CL A 009066101   349,155,535 2,564,680 SH   SOLE   1,796,456 0 768,224
ALIGN TECHNOLOGY INC COM 016255101   391,846,852 1,430,098 SH   SOLE   975,659 0 454,439
ALPHABET INC CAP STK CL A 02079K305   576,054,041 4,123,803 SH   SOLE   2,867,453 0 1,256,350
ALPHABET INC CAP STK CL C 02079K107   101,999,074 723,757 SH   SOLE   475,843 0 247,914
AMAZON COM INC COM 023135106   2,009,628,029 13,226,458 SH   SOLE   9,400,457 0 3,826,001
APTIV PLC SHS G6095L109   765,042 8,527 SH   SOLE   8,527 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   1,224,002,464 1,617,083 SH   SOLE   1,115,988 0 501,095
ATLASSIAN CORPORATION CL A 049468101   1,056,863,358 4,443,216 SH   SOLE   3,143,566 0 1,299,650
AXON ENTERPRISE INC COM 05464C101   679,059,671 2,628,652 SH   SOLE   1,897,984 0 730,668
BILL HOLDINGS INC COM 090043100   102,395 1,255 SH   SOLE   1,255 0 0
BIO-TECHNE CORP COM 09073M104   968,667 12,554 SH   SOLE   12,554 0 0
BLOCK INC CL A 852234103   1,063,484,686 13,748,994 SH   SOLE   9,700,923 0 4,048,071
CADENCE DESIGN SYSTEM INC COM 127387108   873,763 3,208 SH   SOLE   3,208 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   31,940 404 SH   SOLE   404 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   124,323,185 319,860 SH   SOLE   319,860 0 0
CLOUDFLARE INC CL A COM 18915M107   882,026,633 10,593,642 SH   SOLE   7,916,767 0 2,676,875
COSTAR GROUP INC COM 22160N109   491,201,799 5,620,801 SH   SOLE   4,690,288 0 930,513
COUPANG INC CL A 22266T109   233,792,537 14,440,552 SH   SOLE   11,224,129 0 3,216,423
COURSERA INC COM 22266M104   24,890 1,285 SH   SOLE   1,285 0 0
DATADOG INC CL A COM 23804L103   554,072,511 4,564,776 SH   SOLE   3,370,615 0 1,194,161
DEXCOM INC COM 252131107   1,868,647,237 15,058,806 SH   SOLE   10,487,337 0 4,571,469
DOORDASH INC CL A 25809K105   709,720,378 7,176,867 SH   SOLE   5,033,063 0 2,143,804
EDWARDS LIFESCIENCES CORP COM 28176E108   465,407,277 6,103,702 SH   SOLE   4,246,914 0 1,856,788
ENTEGRIS INC COM 29362U104   1,014,262,281 8,464,883 SH   SOLE   6,277,465 0 2,187,418
FERRARI N V COM N3167Y103   74,723,652 220,795 SH   SOLE   211,288 0 9,507
FLOOR & DECOR HLDGS INC CL A 339750101   249,890,495 2,239,965 SH   SOLE   1,609,538 0 630,427
GITLAB INC CLASS A COM 37637K108   6,385,781 101,426 SH   SOLE   101,426 0 0
GLOBANT S A COM L44385109   348,872,968 1,465,976 SH   SOLE   1,000,755 0 465,221
HDFC BANK LTD SPONSORED ADS 40415F101   174,234,874 2,596,258 SH   SOLE   2,420,460 0 175,798
ICON PLC SHS G4705A100   56,897 201 SH   SOLE   201 0 0
ILLUMINA INC COM 452327109   14,342 103 SH   SOLE   103 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   74,466,283 579,820 SH   SOLE   579,820 0 0
INTUIT COM 461202103   121,881 195 SH   SOLE   195 0 0
IQVIA HLDGS INC COM 46266C105   91,700,753 396,321 SH   SOLE   396,321 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106   239,528,760 2,237,750 SH   SOLE   1,474,310 0 763,440
KANZHUN LIMITED SPONSORED ADS 48553T106   90,818,065 5,467,674 SH   SOLE   3,429,482 0 2,038,192
KLAVIYO INC COM SER A 49845K101   18,426,557 663,303 SH   SOLE   663,303 0 0
LAM RESEARCH CORP COM 512807108   1,316,019,353 1,680,182 SH   SOLE   1,153,099 0 527,083
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   164,359,523 2,603,509 SH   SOLE   2,558,706 0 44,803
LINDE PLC SHS G54950103   40,660 99 SH   SOLE   99 0 0
MATCH GROUP INC NEW COM 57667L107   179,070,569 4,906,043 SH   SOLE   3,525,390 0 1,380,653
MERCADOLIBRE INC COM 58733R102   1,446,918,450 920,701 SH   SOLE   616,381 0 304,320
META PLATFORMS INC CL A 30303M102   705,286,538 1,992,560 SH   SOLE   1,464,545 0 528,015
MICROSOFT CORP COM 594918104   1,306,031,669 3,473,119 SH   SOLE   2,657,957 0 815,162
NETFLIX INC COM 64110L106   942,643,986 1,936,091 SH   SOLE   1,372,444 0 563,647
NIKE INC CL B 654106103   470,831,828 4,336,666 SH   SOLE   2,861,765 0 1,474,901
NU HLDGS LTD ORD SHS CL A G6683N103   709,888,106 85,220,661 SH   SOLE   59,009,980 0 26,210,681
NVIDIA CORPORATION COM 67066G104   1,533,923,646 3,097,459 SH   SOLE   2,212,768 0 884,691
OKTA INC CL A 679295105   756,687,219 8,358,414 SH   SOLE   5,874,242 0 2,484,172
REPLIGEN CORP COM 759916109   268,861,593 1,495,337 SH   SOLE   986,389 0 508,948
ROPER TECHNOLOGIES INC COM 776696106   207,267,637 380,189 SH   SOLE   380,189 0 0
SAMSARA INC COM CL A 79589L106   52,736,261 1,579,876 SH   SOLE   1,579,876 0 0
SEA LTD SPONSORD ADS 81141R100   297,626,278 7,348,797 SH   SOLE   5,165,636 0 2,183,161
SERVICENOW INC COM 81762P102   1,198,629,521 1,696,598 SH   SOLE   1,316,594 0 380,004
SHOPIFY INC CL A 82509L107   1,153,383,583 14,805,951 SH   SOLE   10,959,323 0 3,846,628
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   50,500,287 310,771 SH   SOLE   310,771 0 0
SNOWFLAKE INC CL A 833445109   1,083,237,794 5,443,406 SH   SOLE   3,871,425 0 1,571,981
STERIS PLC SHS USD G8473T100   88,402,125 402,102 SH   SOLE   402,102 0 0
STEVANATO GROUP S P A ORD SHS T9224W109   51,423,366 1,884,330 SH   SOLE   1,758,688 0 125,642
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   581,522,032 5,591,558 SH   SOLE   3,697,558 0 1,894,000
TEXAS INSTRS INC COM 882508104   88,674,826 520,209 SH   SOLE   520,209 0 0
TRANSDIGM GROUP INC COM 893641100   115,958,696 114,629 SH   SOLE   114,629 0 0
UBER TECHNOLOGIES INC COM 90353T100   399,670,511 6,491,319 SH   SOLE   4,653,536 0 1,837,783
UIPATH INC CL A 90364P105   1,108,907 44,642 SH   SOLE   44,642 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108   196,923,143 4,118,008 SH   SOLE   2,955,657 0 1,162,351
UNITEDHEALTH GROUP INC COM 91324P102   81,062,165 153,973 SH   SOLE   153,973 0 0
VISA INC COM CL A 92826C839   1,685,439,614 6,473,745 SH   SOLE   4,737,541 0 1,736,204
WASTE CONNECTIONS INC COM 94106B101   56,424 378 SH   SOLE   378 0 0
XP INC CL A G98239109   281,115,756 10,783,113 SH   SOLE   6,786,250 0 3,996,863
ZOETIS INC CL A 98978V103   88,165,574 446,702 SH   SOLE   446,702 0 0
ISHARES TR MSCI INDIA ETF 46429B598   11,055,221 226,495 SH   SOLE   226,495 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   17,762,124 58,588 SH   SOLE   58,588 0 0