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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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   1,159,853,681 4,771,097 SH   SOLE   3,157,931 0 1,613,166
AMAZON COM INC COM 023135106   1,847,461,760 8,413,999 SH   SOLE   5,804,462 0 2,609,537
AMPHENOL CORP NEW CL A 032095101   98,410,207 795,234 SH   SOLE   795,234 0 0
APPLOVIN CORP COM CL A 03831W108   730,725,720 1,016,959 SH   SOLE   732,514 0 284,445
ARGENX SE SPONSORED ADR 04016X101   12,261,935 16,625 SH   SOLE   16,625 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   512,278,377 529,164 SH   SOLE   371,110 0 158,054
ATLASSIAN CORPORATION CL A 049468101   421,884,281 2,641,730 SH   SOLE   1,812,850 0 828,880
AXON ENTERPRISE INC COM 05464C101   1,035,081,595 1,442,341 SH   SOLE   1,046,995 0 395,346
BLOCK INC CL A 852234103   838,552,929 11,603,057 SH   SOLE   7,952,920 0 3,650,137
BROADCOM INC COM 11135F101   679,820,464 2,060,624 SH   SOLE   1,380,066 0 680,558
BUILDERS FIRSTSOURCE INC COM 12008R107   294,746,867 2,430,902 SH   SOLE   1,596,028 0 834,874
CADENCE DESIGN SYSTEM INC COM 127387108   116,578,628 331,887 SH   SOLE   331,887 0 0
CARLISLE COS INC COM 142339100   279,451,849 849,501 SH   SOLE   557,735 0 291,766
CARVANA CO CL A 146869102   638,107,119 1,691,515 SH   SOLE   1,172,333 0 519,182
CLOUDFLARE INC CL A COM 18915M107   817,227,174 3,808,319 SH   SOLE   2,775,793 0 1,032,526
COUPANG INC CL A 22266T109   354,978,499 11,024,177 SH   SOLE   9,025,363 0 1,998,814
DATADOG INC CL A COM 23804L103   269,802,432 1,894,680 SH   SOLE   1,356,431 0 538,249
DEXCOM INC COM 252131107   332,021,578 4,934,189 SH   SOLE   3,298,676 0 1,635,513
DOORDASH INC CL A 25809K105   1,094,294,919 4,023,291 SH   SOLE   2,806,603 0 1,216,688
DUOLINGO INC CL A COM 26603R106   15,342,756 47,672 SH   SOLE   47,672 0 0
FERRARI N V COM N3167Y103   122,128,904 251,698 SH   SOLE   251,698 0 0
FIGMA INC CLASS A COM STK 316841105   11,761,626 226,752 SH   SOLE   226,752 0 0
FLUTTER ENTMT PLC SHS G3643J108   540,081,724 2,126,306 SH   SOLE   1,415,852 0 710,454
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   87,766,109 6,766,855 SH   SOLE   4,672,440 0 2,094,415
GALLAGHER ARTHUR J & CO COM 363576109   338,877,242 1,094,070 SH   SOLE   813,398 0 280,672
GITLAB INC CLASS A COM 37637K108   5,746,573 127,475 SH   SOLE   127,475 0 0
GLOBANT S A COM L44385109   48,673,274 848,262 SH   SOLE   589,595 0 258,667
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   75,195,730 12,490,985 SH   SOLE   8,593,398 0 3,897,587
HDFC BANK LTD SPONSORED ADS 40415F101   211,477,318 6,190,788 SH   SOLE   5,997,218 0 193,570
INTERCONTINENTAL EXCHANGE IN COM 45866F104   956,505,776 5,677,266 SH   SOLE   4,023,372 0 1,653,894
INTUITIVE SURGICAL INC COM NEW 46120E602   599,784,178 1,341,109 SH   SOLE   992,226 0 348,883
IRHYTHM TECHNOLOGIES INC COM 450056106   384,588,559 2,236,110 SH   SOLE   1,468,245 0 767,865
KASPI KZ JSC SPONSORED ADS 48581R205   134,301,523 1,644,240 SH   SOLE   1,142,549 0 501,691
KLAVIYO INC COM SER A 49845K101   30,612,929 1,105,559 SH   SOLE   1,105,559 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   210,427,790 2,014,627 SH   SOLE   2,014,627 0 0
LINDE PLC SHS G54950103   40,074,325 84,367 SH   SOLE   84,367 0 0
MCKESSON CORP COM 58155Q103   121,401,571 157,146 SH   SOLE   157,146 0 0
MERCADOLIBRE INC COM 58733R102   1,191,477,174 509,845 SH   SOLE   364,962 0 144,883
META PLATFORMS INC CL A 30303M102   1,019,366,440 1,388,064 SH   SOLE   983,267 0 404,797
MICROSOFT CORP COM 594918104   1,484,257,202 2,865,638 SH   SOLE   2,147,485 0 718,153
MONDAY COM LTD SHS M7S64H106   22,509,296 116,213 SH   SOLE   116,213 0 0
NETFLIX INC COM 64110L106   1,343,579,289 1,120,658 SH   SOLE   776,028 0 344,630
NU HLDGS LTD ORD SHS CL A G6683N103   809,500,214 50,562,162 SH   SOLE   36,061,485 0 14,500,677
NVIDIA CORPORATION COM 67066G104   3,886,242,542 20,828,827 SH   SOLE   14,880,974 0 5,947,853
ON HLDG AG NAMEN AKT A H5919C104   286,685,360 6,769,430 SH   SOLE   4,544,717 0 2,224,713
ORACLE CORP COM 68389X105   263,252,733 936,043 SH   SOLE   633,370 0 302,673
PALO ALTO NETWORKS INC COM 697435105   39,628,321 194,619 SH   SOLE   194,619 0 0
ROBLOX CORP CL A 771049103   481,563,118 3,476,488 SH   SOLE   2,495,842 0 980,646
ROPER TECHNOLOGIES INC COM 776696106   175,426,675 351,775 SH   SOLE   351,775 0 0
SAMSARA INC COM CL A 79589L106   764,307,867 20,518,332 SH   SOLE   14,216,706 0 6,301,626
SAP SE SPON ADR 803054204   117,644,547 440,270 SH   SOLE   440,270 0 0
SEA LTD SPONSORD ADS 81141R100   872,768,438 4,883,167 SH   SOLE   3,477,156 0 1,406,011
SERVICENOW INC COM 81762P102   1,146,923,798 1,246,277 SH   SOLE   917,759 0 328,518
SHOPIFY INC CL A SUB VTG SHS 82509L107   1,030,947,843 6,937,271 SH   SOLE   4,836,258 0 2,101,013
SNOWFLAKE INC COM SHS 833445109   2,697,578 11,960 SH   SOLE   11,960 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   1,080,252,720 1,547,640 SH   SOLE   1,066,755 0 480,885
STEVANATO GROUP S P A ORD SHS T9224W109   11,971,973 464,931 SH   SOLE   464,931 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,583,960,079 9,251,889 SH   SOLE   6,728,906 0 2,522,983
TETRA TECH INC NEW COM 88162G103   239,636,088 7,179,032 SH   SOLE   4,713,758 0 2,465,274
TRANSDIGM GROUP INC COM 893641100   122,965,994 93,296 SH   SOLE   93,296 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108   113,397,178 3,769,853 SH   SOLE   2,555,869 0 1,213,984
VENTURE GLOBAL INC COM CL A 92333F101   106,198,953 7,484,070 SH   SOLE   5,018,763 0 2,465,307
VISA INC COM CL A 92826C839   1,374,748,661 4,027,033 SH   SOLE   2,958,463 0 1,068,570
WASTE CONNECTIONS INC COM 94106B101   208,005,505 1,183,194 SH   SOLE   1,183,194 0 0