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
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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
ACCENTURE PLC SHS CLASS A G1151C101   1,164,956 3,361 SH   SOLE   3,361 0 0
ADOBE INC COM 00724F101   7,653,408 15,167 SH   SOLE   15,167 0 0
ADVANCED MICRO DEVICES COM 007903107   417,768,577 2,314,691 SH   SOLE   2,314,691 0 0
AGNICO EAGLE MINES LTD COM 008474108   79,705,881 1,336,226 SH   SOLE   1,336,226 0 0
ALBEMARLE CORP COM 012653101   987,918 7,499 SH   SOLE   7,499 0 0
ALCON INC ORD SHS H01301128   4,679,482 56,183 SH   SOLE   56,183 0 0
ALIBABA GROUP HOLDING SPONSORED ADS 01609W102   79,586,448 1,099,868 SH   SOLE   1,099,868 0 0
ALIGN TECHNOLOGY INC COM 016255101   8,296,460 25,299 SH   SOLE   25,299 0 0
ALPHABET INC CAP STK CL A 02079K305   197,373,536 1,307,716 SH   SOLE   1,307,716 0 0
ALPHABET INC CAP STK CL A 02079K305   52,826 350,000 PRN Call SOLE   350,000 0 0
ALPHABET INC CAP STK CL C 02079K107   53,291 350,000 PRN Call SOLE   350,000 0 0
AMAZON.COM INC COM 023135106   408,721,779 2,265,893 SH   SOLE   2,265,893 0 0
ANALOG DEVICES INC COM 032654105   10,440,339 52,961 SH   SOLE   52,961 0 0
ANSYS INC COM 03662Q105   27,271,187 78,539 SH   SOLE   78,539 0 0
APPLIED MATERIALS INC COM 038222105   27,953,239 135,544 SH   SOLE   135,544 0 0
ATLASSIAN CORP CL A 049468101   55,707,027 285,516 SH   SOLE   285,516 0 0
AUTODESK INC COM 052769106   6,201,676 23,809 SH   SOLE   23,809 0 0
AXONICS INC COM 05465P101   6,171,091 89,475 SH   SOLE   89,475 0 0
BAIDU INC SPON ADR REP A 056752108   83,276 791 SH   SOLE   791 0 0
BAXTER INTERNATIONAL INC COM 071813109   199,963,578 4,678,605 SH   SOLE   4,678,605 0 0
BBB FOODS INC CL A COM G0896C103   3,329,200 140,000 SH   SOLE   140,000 0 0
BILL HOLDINGS INC COM 090043100   45,027,406 655,230 SH   SOLE   655,230 0 0
BLOCK INC CL A 852234103   78,086,371 923,225 SH   SOLE   923,225 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   0 27,804 SH   SOLE   27,804 0 0
BROWN & BROWN INC COM 115236101   2,758,473 31,511 SH   SOLE   31,511 0 0
CALLON PETROLEUM CO COM 13123X508   2,150,678 60,142 SH   SOLE   60,142 0 0
CAMECO CORP COM 13321L108   4,215,383 97,308 SH   SOLE   97,308 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   3,170,505 35,959 SH   SOLE   35,959 0 0
CAPITAL ONE FINANCIAL CORP COM 14040H105   22,879,629 153,668 SH   SOLE   153,668 0 0
CAPRI HOLDINGS LTD SHS G1890L107   3,711,746 81,937 SH   SOLE   81,937 0 0
CATALENT INC COM 148806102   6,048,843 107,154 SH   SOLE   107,154 0 0
CEREVEL THERAPEUTICS HOLDING COM 15678U128   6,002,974 142,015 SH   SOLE   142,015 0 0
CINTAS CORP COM 172908105   1,661,239 2,418 SH   SOLE   2,418 0 0
CISCO SYSTEMS INC COM 17275R102   1,196,592 23,975 SH   SOLE   23,975 0 0
CLEARSIDE BIOMEDICAL INC COM 185063104   3,263,098 2,132,744 SH   SOLE   2,132,744 0 0
COCA-COLA CONSOLIDATED INC COM 191216100   2,360,637 2,789 SH   SOLE   2,789 0 0
COLGATE-PALMOLIVE CO COM 194162103   36,571,543 406,178 SH   SOLE   406,178 0 0
COPART INC COM 217204106   1,642,264 28,354 SH   SOLE   28,354 0 0
CORCEPT THERAPEUTICS INC COM 218352102   426,794 16,943 SH   SOLE   16,943 0 0
COSTCO WHOLESALE CORP COM 22160K105   2,743,699 3,745 SH   SOLE   3,745 0 0
CRH PLC ORD G25508105   3,753,259 43,511 SH   SOLE   43,511 0 0
DANAHER CORP COM 235851102   20,904,927 83,736 SH   SOLE   83,736 0 0
DARLING INGREDIENTS INC COM 237266101   1,437,950 30,917 SH   SOLE   30,917 0 0
DASEKE INC COM 23753F107   25,066 3,020 SH   SOLE   3,020 0 0
ECOLAB INC COM 278865100   3,842,638 16,642 SH   SOLE   16,642 0 0
EHANG HOLDINGS LTD ADS 26853E102   37,677,510 1,833,908 SH   SOLE   1,833,908 0 0
ELI LILLY & CO COM 532457108   313,678,128 403,204 SH   SOLE   403,204 0 0
ENDAVA PLC ADS 29260V105   380,400 10,000 SH   SOLE   10,000 0 0
ENERPLUS CORP COM 292766102   2,968,699 151,002 SH   SOLE   151,002 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   2,267,522 181,547 SH   SOLE   181,547 0 0
ESTEE LAUDER COMPANIES CL A 518439104   173,852,422 1,128,738 SH   SOLE   1,128,738 0 0
ETSY INC COM 29786A106   8,517,019 123,938 SH   SOLE   123,938 0 0
FORTINET INC COM 34959E109   1,446,669 21,178 SH   SOLE   21,178 0 0
FREEPORT-MCMORAN INC CL B 35671D857   128,939,043 2,742,217 SH   SOLE   2,742,217 0 0
GARMIN LTD SHS H2906T109   2,568,752 17,255 SH   SOLE   17,255 0 0
GENERAL ELECTRIC CO COM 369604301   232,427,347 1,324,146 SH   SOLE   1,324,146 0 0
GENERAL MILLS INC COM 370334104   1,921,656 27,464 SH   SOLE   27,464 0 0
GEOPARK LTD USD SHS G38327105   5,851,834 609,566 SH   SOLE   609,566 0 0
GLOBANT SA COM L44385109   706,650 3,500 SH   SOLE   3,500 0 0
HESS CORP COM 42809H107   5,793,909 37,958 SH   SOLE   37,958 0 0
HEXCEL CORP COM 428291108   1,759,837 24,157 SH   SOLE   24,157 0 0
HILTON WORLDWIDE HOLDINGS IN COM 43300A203   1,565,055 7,337 SH   SOLE   7,337 0 0
HOME DEPOT INC COM 437076102   1,240,562 3,234 SH   SOLE   3,234 0 0
INTEL CORP COM 458140100   1,496,789 33,887 SH   SOLE   33,887 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   195,068,439 1,419,454 SH   SOLE   1,419,454 0 0
INTUIT INC COM 461202103   7,353,361 11,315 SH   SOLE   11,315 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   10,302,383 25,804 SH   SOLE   25,804 0 0
ITAU UNIBANCO H SPON ADR REP PFD 465562106   93,227,121 13,452,687 SH   SOLE   13,452,687 0 0
JD.COM INC SPON ADR CL A 47215P106   37,174,546 1,357,379 SH   SOLE   1,357,379 0 0
JUNIPER NETWORKS INC COM 48203R104   6,040,224 162,985 SH   SOLE   162,985 0 0
KE HOLDINGS INC SPONSORED ADS 482497104   13,509,479 983,956 SH   SOLE   983,956 0 0
LENNOX INTERNATIONAL INC COM 526107107   961,391 1,967 SH   SOLE   1,967 0 0
LINDE PLC SHS G54950103   47,455,826 102,205 SH   SOLE   102,205 0 0
MARRIOTT INTERNATIONAL CL A 571903202   2,764,813 10,958 SH   SOLE   10,958 0 0
MASTEC INC COM 576323109   835,520 8,960 SH   SOLE   8,960 0 0
MASTERCARD INC CL A 57636Q104   68,520,583 142,331 SH   SOLE   142,331 0 0
MEDPACE HOLDINGS INC COM 58506Q109   2,203,830 5,453 SH   SOLE   5,453 0 0
MERCADOLIBRE INC COM 58733R102   58,827,456 38,905 SH   SOLE   38,905 0 0
MERUS NV COM N5749R100   1,763,324 39,172 SH   SOLE   39,172 0 0
META PLATFORMS INC CL A 30303M102   534,710,013 1,101,178 SH   SOLE   1,101,178 0 0
MICRON TECHNOLOGY INC COM 595112103   182,086,292 1,544,544 SH   SOLE   1,544,544 0 0
MICRON TECHNOLOGY INC COM 595112103   13,557 115,000 PRN Call SOLE   115,000 0 0
MICRON TECHNOLOGY INC COM 595112103   21,220 180,000 PRN Call SOLE   180,000 0 0
MICRON TECHNOLOGY INC COM 595112103   8,252 70,000 PRN Call SOLE   70,000 0 0
MICROSOFT CORP COM 594918104   421,080,112 1,000,826 SH   SOLE   1,000,826 0 0
MINISO GROUP HOLDING LTD SPONSORED ADS 66981J102   23,116,832 1,127,867 SH   SOLE   1,127,867 0 0
MONGODB INC CL A 60937P106   37,273,097 103,929 SH   SOLE   103,929 0 0
NATIONAL WESTERN LIFE GROU CL A 638517102   59,035 120 SH   SOLE   120 0 0
NEOGAMES SA SHS L6673X107   987,941 34,114 SH   SOLE   34,114 0 0
NEW ORIENTAL EDUCATIO SPON ADR 647581206   3,185,947 36,696 SH   SOLE   36,696 0 0
NEWMONT CORP COM 651639106   85,300,490 2,380,036 SH   SOLE   2,380,036 0 0
NEXTERA ENERGY INC COM 65339F101   6,924,712 108,351 SH   SOLE   108,351 0 0
NIU TECHNOLOGIES ADS 65481N100   1,505,125 895,908 SH   SOLE   895,908 0 0
NORDSON CORP COM 655663102   792,322 2,886 SH   SOLE   2,886 0 0
NOV INC COM 62955J103   488,000 25,000 SH   SOLE   25,000 0 0
NOVA LTD COM M7516K103   28,560,131 161,011 SH   SOLE   161,011 0 0
NVIDIA CORP COM 67066G104   356,685,058 394,758 SH   SOLE   394,758 0 0
OLD DOMINION FREIGHT LINE COM 679580100   2,305,825 10,514 SH   SOLE   10,514 0 0
OLINK HOLDING AB SPONSORED ADS 680710100   3,879,996 165,036 SH   SOLE   165,036 0 0
ON SEMICONDUCTOR COM 682189105   1,790,943 24,350 SH   SOLE   24,350 0 0
ORACLE CORP COM 68389X105   9,439,376 75,180 SH   SOLE   75,180 0 0
PALO ALTO NETWORKS INC COM 697435105   2,744,685 9,669 SH   SOLE   9,669 0 0
PAYCHEX INC COM 704326107   1,481,336 12,063 SH   SOLE   12,063 0 0
PIONEER NATURAL RESOURCES CO COM 723787107   6,288,450 23,956 SH   SOLE   23,956 0 0
PLUG POWER INC COM NEW 72919P202   231,457 67,284 SH   SOLE   67,284 0 0
PROCTER & GAMBLE CO/THE COM 742718109   39,086,756 240,831 SH   SOLE   240,831 0 0
QIFU TECHNOLOGY INC AMERICAN DEP 88557W101   526,398 28,562 SH   SOLE   28,562 0 0
S&P GLOBAL INC COM 78409V104   196,606,289 462,159 SH   SOLE   462,159 0 0
SALESFORCE INC COM 79466L302   87,644,693 291,003 SH   SOLE   291,003 0 0
SCHLUMBERGER LTD COM STK 806857108   163,761,318 2,987,800 SH   SOLE   2,987,800 0 0
SEA LTD SPONSORED ADS 81141R100   59,671,068 1,111,006 SH   SOLE   1,111,006 0 0
SERVICENOW INC COM 81762P102   4,175,360 5,479 SH   SOLE   5,479 0 0
SNAP INC CL A 83304A106   78,758,437 6,860,491 SH   SOLE   6,860,491 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   424,106 5,975 SH   SOLE   5,975 0 0
SOUTHWESTERN ENERGY CO COM 845467109   1,970,785 259,998 SH   SOLE   259,998 0 0
SP PLUS CORP COM 78469C103   6,072,298 116,283 SH   SOLE   116,283 0 0
SPOTIFY TECHNOLOGY SA SHS L8681T102   12,295,101 46,590 SH   SOLE   46,590 0 0
SS&C TECHNOLOGIES HOLDINGS COM 78467J100   1,203,140 18,691 SH   SOLE   18,691 0 0
STRYKER CORP COM 863667101   8,006,626 22,363 SH   SOLE   22,363 0 0
SUNNOVA ENERGY INTERNATIONAL COM 86745K104   257,454 41,999 SH   SOLE   41,999 0 0
SUNRUN INC COM 86771W105   350,931 26,626 SH   SOLE   26,626 0 0
TAIWAN SEMICONDUCTOR SPONSORED ADS 874039100   200,713,341 1,475,291 SH   SOLE   1,475,291 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104   5,059,263 445,750 SH   SOLE   445,750 0 0
TASKUS INC CLASS A COM 87652V109   2,097,000 180,000 SH   SOLE   180,000 0 0
TENCENT MUSIC ENTERTAINM SPON ADS 88034P109   4,531,223 404,935 SH   SOLE   404,935 0 0
TESLA INC COM 88160R101   21,095 120,000 PRN Call SOLE   120,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   39,328,913 67,686 SH   SOLE   67,686 0 0
T-MOBILE US INC COM 872590104   197,089,945 1,207,511 SH   SOLE   1,207,511 0 0
TPI COMPOSITES INC COM 87266J104   1,677,112 576,327 SH   SOLE   576,327 0 0
TRADEWEB MARKETS INC CL A 892672106   31,041,410 297,988 SH   SOLE   297,988 0 0
TRANSDIGM GROUP INC COM 893641100   13,126,393 10,658 SH   SOLE   10,658 0 0
TRANSPHORM INC COM 89386L100   2,523,013 513,852 SH   SOLE   513,852 0 0
TRANSUNION COM 89400J107   4,898,887 61,538 SH   SOLE   61,538 0 0
TRICON RESIDENTIAL INC COM NPV 89612W102   14,048,732 1,259,976 SH   SOLE   1,259,976 0 0
TUYA INC SPONSERED ADS 90114C107   11,068,420 6,321,276 SH   SOLE   6,321,276 0 0
VEEVA SYSTEMS INC CL A COM 922475108   14,285,146 61,599 SH   SOLE   61,599 0 0
VERALTO CORP COM SHS 92338C103   1,386,997 15,644 SH   SOLE   15,644 0 0
VESTA REAL ESTATE CORP ADS 92540K109   28,241,061 719,730 SH   SOLE   719,730 0 0
VIPSHOP HOLDINGS LTD SPONSORED ADS A 92763W103   48,696,877 2,942,693 SH   SOLE   2,942,693 0 0
VISA INC COM CL A 92826C839   1,306,373 4,681 SH   SOLE   4,681 0 0
VIZIO HOLDING CORP CL A COM 92858V101   1,979,013 180,897 SH   SOLE   180,897 0 0
WALMART INC COM 931142103   43,333,411 720,183 SH   SOLE   720,183 0 0
WASTE MANAGEMENT INC COM 94106L109   12,516,807 58,723 SH   SOLE   58,723 0 0
WATTS WATER TECHNOLOGIES CL A 942749102   1,966,513 9,252 SH   SOLE   9,252 0 0
WHOLE EARTH BRANDS INC COM CL A 96684W100   985,170 203,969 SH   SOLE   203,969 0 0
WW GRAINGER INC COM 384802104   1,297,058 1,275 SH   SOLE   1,275 0 0