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
ALPHABET INC CAP STK CL A 02079K305   543,824,456 3,085,879 SH   SOLE   2,015,429 0 1,070,450
ALPHABET INC CAP STK CL C 02079K107   107,034,465 603,385 SH   SOLE   394,200 0 209,185
AMAZON COM INC COM 023135106   2,024,974,746 9,230,023 SH   SOLE   6,374,816 0 2,855,207
AMPHENOL CORP NEW CL A 032095101   92,836,949 940,121 SH   SOLE   940,121 0 0
APPLOVIN CORP COM CL A 03831W108   286,136,488 817,346 SH   SOLE   592,743 0 224,603
GALLAGHER ARTHUR J & CO COM 363576109   358,934,230 1,121,249 SH   SOLE   831,521 0 289,728
ASML HOLDING N V N Y REGISTRY SHS N07059210   425,187,081 530,562 SH   SOLE   370,461 0 160,101
ATLASSIAN CORPORATION CL A 049468101   525,743,754 2,588,723 SH   SOLE   1,783,123 0 805,600
AXON ENTERPRISE INC COM 05464C101   1,334,055,582 1,611,295 SH   SOLE   1,167,441 0 443,854
BLOCK INC CL A 852234103   702,446,468 10,340,740 SH   SOLE   7,090,570 0 3,250,170
BROADCOM INC COM 11135F101   508,113,088 1,843,327 SH   SOLE   1,240,323 0 603,004
BUILDERS FIRSTSOURCE INC COM 12008R107   118,647,241 1,016,773 SH   SOLE   664,992 0 351,781
CADENCE DESIGN SYSTEM INC COM 127387108   94,969,057 308,191 SH   SOLE   308,191 0 0
CARLISLE COS INC COM 142339100   159,202,824 426,360 SH   SOLE   279,077 0 147,283
CARVANA CO CL A 146869102   303,677,450 901,227 SH   SOLE   648,156 0 253,071
CHARTER COMMUNICATIONS INC N CL A 16119P108   99,108,626 242,432 SH   SOLE   242,432 0 0
CLOUDFLARE INC CL A COM 18915M107   965,221,395 4,928,874 SH   SOLE   3,560,078 0 1,368,796
COUPANG INC CL A 22266T109   359,511,641 11,999,721 SH   SOLE   9,895,619 0 2,104,102
CROWDSTRIKE HLDGS INC CL A 22788C105   22,929,646 45,021 SH   SOLE   45,021 0 0
DATADOG INC CL A COM 23804L103   372,364,775 2,772,015 SH   SOLE   1,965,008 0 807,007
DEXCOM INC COM 252131107   868,356,032 9,947,944 SH   SOLE   6,674,177 0 3,273,767
DOORDASH INC CL A 25809K105   1,181,320,538 4,792,181 SH   SOLE   3,336,910 0 1,455,271
FERRARI N V COM N3167Y103   119,601,681 243,717 SH   SOLE   243,717 0 0
FLUTTER ENTMT PLC SHS G3643J108   606,278,989 2,121,637 SH   SOLE   1,410,392 0 711,245
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   81,803,099 6,926,596 SH   SOLE   4,727,962 0 2,198,634
GITLAB INC CLASS A COM 37637K108   5,750,397 127,475 SH   SOLE   127,475 0 0
GLOBANT S A COM L44385109   78,974,116 869,376 SH   SOLE   596,587 0 272,789
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   94,351,855 18,757,824 SH   SOLE   12,874,662 0 5,883,162
HDFC BANK LTD SPONSORED ADS 40415F101   221,065,294 2,883,335 SH   SOLE   2,784,491 0 98,844
ICON PLC SHS G4705A100   13,315,947 91,550 SH   SOLE   91,550 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   974,783,265 5,313,039 SH   SOLE   3,788,499 0 1,524,540
INTUITIVE SURGICAL INC COM NEW 46120E602   411,671,114 757,570 SH   SOLE   496,139 0 261,431
IRHYTHM TECHNOLOGIES INC COM 450056106   448,874,537 2,915,527 SH   SOLE   1,906,904 0 1,008,623
KASPI KZ JSC SPONSORED ADS 48581R205   142,786,084 1,682,013 SH   SOLE   1,155,522 0 526,491
KLAVIYO INC COM SER A 49845K101   37,242,537 1,109,069 SH   SOLE   1,109,069 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   199,702,948 1,911,033 SH   SOLE   1,911,033 0 0
LINDE PLC SHS G54950103   40,660,077 86,662 SH   SOLE   86,662 0 0
MCKESSON CORP COM 58155Q103   106,888,420 145,867 SH   SOLE   145,867 0 0
MERCADOLIBRE INC COM 58733R102   1,342,182,641 513,532 SH   SOLE   359,165 0 154,367
META PLATFORMS INC CL A 30303M102   963,975,802 1,306,041 SH   SOLE   934,652 0 371,389
MICROSOFT CORP COM 594918104   1,469,719,710 2,954,745 SH   SOLE   2,213,731 0 741,014
MONDAY COM LTD SHS M7S64H106   36,665,538 116,591 SH   SOLE   116,591 0 0
NETFLIX INC COM 64110L106   1,515,465,299 1,131,679 SH   SOLE   783,463 0 348,216
NU HLDGS LTD ORD SHS CL A G6683N103   747,800,752 54,504,428 SH   SOLE   38,660,422 0 15,844,006
NVIDIA CORPORATION COM 67066G104   3,405,823,292 21,557,208 SH   SOLE   15,189,552 0 6,367,656
OKTA INC CL A 679295105   30,042,684 300,517 SH   SOLE   300,517 0 0
ON HLDG AG NAMEN AKT A H5919C104   240,176,761 4,614,347 SH   SOLE   3,089,443 0 1,524,904
PALO ALTO NETWORKS INC COM 697435105   31,691,164 154,863 SH   SOLE   154,863 0 0
REPLIGEN CORP COM 759916109   155,610,325 1,251,088 SH   SOLE   817,559 0 433,529
ROBLOX CORP CL A 771049103   377,304,324 3,586,543 SH   SOLE   2,574,709 0 1,011,834
ROPER TECHNOLOGIES INC COM 776696106   185,836,227 327,846 SH   SOLE   327,846 0 0
SAMSARA INC COM CL A 79589L106   766,807,634 19,276,210 SH   SOLE   13,340,990 0 5,935,220
SAP SE SPON ADR 803054204   88,002,283 289,386 SH   SOLE   289,386 0 0
SEA LTD SPONSORD ADS 81141R100   908,140,120 5,678,005 SH   SOLE   4,026,485 0 1,651,520
SERVICENOW INC COM 81762P102   1,447,878,991 1,408,333 SH   SOLE   1,025,862 0 382,471
SHOPIFY INC CL A SUB VTG SHS 82509L107   864,273,140 7,492,615 SH   SOLE   5,220,419 0 2,272,196
SNOWFLAKE INC CL A 833445109   2,676,289 11,960 SH   SOLE   11,960 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   1,039,594,534 1,354,803 SH   SOLE   931,879 0 422,924
STEVANATO GROUP S P A ORD SHS T9224W109   11,351,033 464,635 SH   SOLE   464,635 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,937,005,444 8,552,278 SH   SOLE   6,218,745 0 2,333,533
TETRA TECH INC NEW COM 88162G103   187,004,047 5,200,335 SH   SOLE   3,405,625 0 1,794,710
TRANSDIGM GROUP INC COM 893641100   132,143,616 86,900 SH   SOLE   86,900 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108   143,385,115 3,943,485 SH   SOLE   2,703,682 0 1,239,803
VENTURE GLOBAL INC COM CL A 92333F101   122,373,718 7,854,539 SH   SOLE   5,304,441 0 2,550,098
VISA INC COM CL A 92826C839   1,430,888,566 4,030,104 SH   SOLE   2,948,684 0 1,081,420
WASTE CONNECTIONS INC COM 94106B101   209,141,711 1,120,082 SH   SOLE   1,120,082 0 0