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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INCORPORATED COM 00724F101 76,402 134,733 SH   SOLE   120,389 0 14,344
AIRBNB INC COM CL A 009066101 83,440 501,170 SH   SOLE   452,767 0 48,403
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,023 25,452 SH   SOLE   25,452 0 0
ALPHABET INC CAP STK CL A 02079K305 209,873 72,444 SH   SOLE   64,770 0 7,674
AMAZON COM INC COM 023135106 220,763 66,209 SH   SOLE   59,764 0 6,445
AMERICAN EXPRESS CO COM 025816109 24,633 150,567 SH   SOLE   115,698 0 34,869
AMETEK INC COM 031100100 7,151 48,635 SH   SOLE   48,635 0 0
AMPHENOL CORP NEW CL A 032095101 9,865 112,790 SH   SOLE   112,790 0 0
APPLE INC COM 037833100 176,468 993,793 SH   SOLE   912,754 0 81,039
ASML HOLDING N V N Y REGISTRY SHS N07059210 78,082 98,076 SH   SOLE   98,076 0 0
ATLASSIAN CORP PLC CL A G06242104 11,915 31,250 SH   SOLE   31,250 0 0
AVANTOR INC COM 05352A100 9,394 222,919 SH   SOLE   222,919 0 0
AXON ENTERPRISE INC COM 05464C101 7,146 45,519 SH   SOLE   45,519 0 0
BLACKSTONE INC COM 09260D107 103,417 799,264 SH   SOLE   708,733 0 90,531
BRIGHT HORIZONS FAM SOL IN D COM 109194100 5,582 44,346 SH   SOLE   44,346 0 0
BURLINGTON STORES INC COM 122017106 6,172 21,173 SH   SOLE   21,173 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 81,461 46,596 SH   SOLE   42,718 0 3,878
CINTAS CORP COM 172908105 9,831 22,184 SH   SOLE   22,184 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 4,431 79,218 SH   SOLE   79,218 0 0
COGNEX CORP COM 192422103 7,434 95,603 SH   SOLE   95,603 0 0
COOPER COS INC COM NEW 216648402 7,709 18,402 SH   SOLE   18,402 0 0
COSTAR GROUP INC COM 22160N109 16,414 207,694 SH   SOLE   207,694 0 0
DANAHER CORPORATION COM 235851102 80,587 244,939 SH   SOLE   222,088 0 22,851
DATADOG INC CL A COM 23804L103 6,807 38,217 SH   SOLE   38,217 0 0
DEXCOM INC COM 252131107 20,237 37,688 SH   SOLE   37,688 0 0
DOMINOS PIZZA INC COM 25754A201 8,346 14,789 SH   SOLE   14,789 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 9,946 76,772 SH   SOLE   76,772 0 0
EXACT SCIENCES CORP COM 30063P105 5,874 75,476 SH   SOLE   75,476 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 10,540 51,040 SH   SOLE   51,040 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 7,500 57,687 SH   SOLE   57,687 0 0
GLOBAL PMTS INC COM 37940X102 3,938 29,135 SH   SOLE   29,135 0 0
GLOBANT S A COM L44385109 27,398 87,229 SH   SOLE   87,229 0 0
GOODRX HLDGS INC COM CL A 38246G108 5,687 174,027 SH   SOLE   174,027 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 5,888 51,859 SH   SOLE   51,859 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 4,187 64,346 SH   SOLE   64,346 0 0
HEICO CORP NEW COM 422806109 6,996 48,506 SH   SOLE   48,506 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 18,191 116,617 SH   SOLE   116,617 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 6,220 57,724 SH   SOLE   57,724 0 0
HUBSPOT INC COM 443573100 3,908 5,929 SH   SOLE   5,929 0 0
IDEXX LABS INC COM 45168D104 9,771 14,839 SH   SOLE   14,839 0 0
INSULET CORP COM 45784P101 17,365 65,265 SH   SOLE   65,265 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 52,238 145,387 SH   SOLE   131,155 0 14,232
LAM RESEARCH CORP COM 512807108 79,432 110,453 SH   SOLE   96,804 0 13,649
LAUDER ESTEE COS INC CL A 518439104 30,598 82,652 SH   SOLE   59,260 0 23,392
LULULEMON ATHLETICA INC COM 550021109 62,217 158,939 SH   SOLE   150,094 0 8,845
MARVELL TECHNOLOGY INC COM 573874104 9,799 112,007 SH   SOLE   112,007 0 0
MASTERCARD INCORPORATED CL A 57636Q104 28,251 78,624 SH   SOLE   78,624 0 0
MERCADOLIBRE INC COM 58733R102 4,361 3,234 SH   SOLE   3,234 0 0
META PLATFORMS INC CL A 30303M102 166,612 495,353 SH   SOLE   444,780 0 50,573
METTLER TOLEDO INTERNATIONAL COM 592688105 5,698 3,357 SH   SOLE   3,357 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 8,199 94,174 SH   SOLE   94,174 0 0
MICROSOFT CORP COM 594918104 251,086 746,569 SH   SOLE   670,766 0 75,803
MSCI INC COM 55354G100 9,122 14,888 SH   SOLE   14,888 0 0
NATERA INC COM 632307104 5,411 57,935 SH   SOLE   57,935 0 0
NIKE INC CL B 654106103 69,537 417,211 SH   SOLE   365,610 0 51,601
NOVANTA INC COM 67000B104 7,489 42,470 SH   SOLE   42,470 0 0
NVIDIA CORPORATION COM 67066G104 143,637 488,380 SH   SOLE   437,992 0 50,388
ON HLDG AG NAMEN AKT A H5919C104 30,690 811,703 SH   SOLE   761,954 0 49,749
ON SEMICONDUCTOR CORP COM 682189105 1,823 26,839 SH   SOLE   26,839 0 0
PAYPAL HLDGS INC COM 70450Y103 82,821 439,181 SH   SOLE   398,666 0 40,515
PLANET FITNESS INC CL A 72703H101 6,365 70,270 SH   SOLE   70,270 0 0
PTC INC COM 69370C100 1,950 16,098 SH   SOLE   16,098 0 0
REPLIGEN CORP COM 759916109 6,063 22,893 SH   SOLE   22,893 0 0
S&P GLOBAL INC COM 78409V104 82,387 174,574 SH   SOLE   157,844 0 16,730
SBA COMMUNICATIONS CORP NEW CL A 78410G104 9,209 23,673 SH   SOLE   23,673 0 0
SEA LTD SPONSORD ADS 81141R100 28,792 128,703 SH   SOLE   128,703 0 0
SERVICENOW INC COM 81762P102 90,516 139,447 SH   SOLE   125,375 0 14,072
SHERWIN WILLIAMS CO COM 824348106 115,996 329,384 SH   SOLE   295,850 0 33,534
SHOPIFY INC CL A 82509L107 48,636 35,310 SH   SOLE   35,310 0 0
SNAP INC CL A 83304A106 6,355 135,135 SH   SOLE   135,135 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 10,425 44,544 SH   SOLE   44,544 0 0
STARBUCKS CORP COM 855244109 76,392 653,089 SH   SOLE   568,121 0 84,968
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 101,765 845,853 SH   SOLE   768,094 0 77,759
TESLA INC COM 88160R101 119,630 113,202 SH   SOLE   101,504 0 11,698
THERMO FISHER SCIENTIFIC INC COM 883556102 9,822 14,720 SH   SOLE   401 0 14,319
TWILIO INC CL A 90138F102 21,556 81,857 SH   SOLE   81,857 0 0
UBER TECHNOLOGIES INC COM 90353T100 2,758 65,776 SH   SOLE   65,776 0 0
UIPATH INC CL A 90364P105 2,807 65,076 SH   SOLE   65,076 0 0
UNITED PARCEL SERVICE INC CL B 911312106 77,379 361,012 SH   SOLE   310,655 0 50,357
UNITY SOFTWARE INC COM 91332U101 5,697 39,842 SH   SOLE   39,842 0 0
VISA INC COM CL A 92826C839 53,507 246,908 SH   SOLE   207,106 0 39,802
DISNEY WALT CO COM 254687106 74,429 480,525 SH   SOLE   420,723 0 59,802
WEX INC COM 96208T104 5,700 40,603 SH   SOLE   40,603 0 0
ZOETIS INC CL A 98978V103 869 3,562 SH   SOLE   3,562 0 0