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
AARON'S CO INC/THE COM 00258W108   8,582,711 862,584 SH   SOLE   862,584 0 0
ACCENTURE PLC SHS CLASS A G1151C101   13,120,324 37,159 SH   SOLE   37,159 0 0
ACM RESEARCH INC COM CL A 00108J109   2,387,422 117,607 SH   SOLE   117,607 0 0
ADOBE INC COM 00724F101   9,199,867 17,776 SH   SOLE   17,776 0 0
ADVANCED MICRO DEVICES COM 007903107   6,276,224 38,251 SH   SOLE   38,251 0 0
AGNICO EAGLE MINES LTD COM 008474108   64,674,535 802,812 SH   SOLE   802,812 0 0
ALBEMARLE CORP COM 012653101   710,230 7,499 SH   SOLE   7,499 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   2,086,891 112,927 SH   SOLE   112,927 0 0
ALIBABA GROUP HOLDING SPONSORED ADS 01609W102   29,714 280 SH   SOLE   280 0 0
ALIGN TECHNOLOGY INC COM 016255101   8,032,346 31,575 SH   SOLE   31,575 0 0
ALPHABET INC CAP STK CL A 02079K305   294,888,288 1,778,115 SH   SOLE   1,778,115 0 0
AMAZON.COM INC COM 023135106   509,295,789 2,733,300 SH   SOLE   2,733,300 0 0
AMPHENOL CORP CL A 032095101   37,662,480 578,000 SH   SOLE   578,000 0 0
ANALOG DEVICES INC COM 032654105   4,791,420 20,792 SH   SOLE   20,792 0 0
ANSYS INC COM 03662Q105   28,307,110 88,681 SH   SOLE   88,681 0 0
APPLE INC COM 037833100   1,398,000 6,000 SH   SOLE   6,000 0 0
APPLIED MATERIALS INC COM 038222105   40,633,063 201,104 SH   SOLE   201,104 0 0
ARISTA NETWORKS INC COM 040413106   307,056 800 SH   SOLE   800 0 0
ATLASSIAN CORP CL A 049468101   4,367,275 27,500 SH   SOLE   27,500 0 0
AUTODESK INC COM 052769106   5,172,941 18,797 SH   SOLE   18,797 0 0
AXONICS INC COM 05465P101   2,361,389 33,928 SH   SOLE   33,928 0 0
BAIDU INC SPON ADR REP A 056752108   83,284 791 SH   SOLE   791 0 0
BBB FOODS INC CL A COM G0896C103   3,000,000 100,000 SH   SOLE   100,000 0 0
BIONTECH SE SPONSORED ADS 09075V102   22,281,757 187,670 SH   SOLE   187,670 0 0
BLOCK INC CL A 852234103   89,551,420 1,334,000 SH   SOLE   1,334,000 0 0
BROADCOM INC COM 11135F101   135,717,825 786,770 SH   SOLE   786,770 0 0
BROWN & BROWN INC COM 115236101   963,998 9,305 SH   SOLE   9,305 0 0
CADENCE DESIGN SYS INC COM 127387108   82,341,082 303,808 SH   SOLE   303,808 0 0
CAMECO CORP COM 13321L108   4,485,810 93,924 SH   SOLE   93,924 0 0
CAPRI HOLDINGS LTD SHS G1890L107   1,406,080 33,131 SH   SOLE   33,131 0 0
CARPENTER TECHNOLOGY COM 144285103   8,489,656 53,200 SH   SOLE   53,200 0 0
CATALENT INC COM 148806102   10,489,694 173,183 SH   SOLE   173,183 0 0
CENCORA INC COM 03073E105   229,581,825 1,020,001 SH   SOLE   1,020,001 0 0
CENTENE CORP COM 15135B101   238,699,932 3,170,828 SH   SOLE   3,170,828 0 0
CHAMPIONX CORP COM 15872M104   1,371,071 45,475 SH   SOLE   45,475 0 0
CHUY'S HOLDINGS INC COM 171604101   2,131,987 57,005 SH   SOLE   57,005 0 0
CINTAS CORP COM 172908105   786,462 3,820 SH   SOLE   3,820 0 0
CISCO SYSTEMS INC COM 17275R102   3,797,992 71,364 SH   SOLE   71,364 0 0
CLEARSIDE BIOMEDICAL INC COM 185063104   2,455,584 1,933,531 SH   SOLE   1,933,531 0 0
COCA-COLA CONSOLIDATED INC COM 191216100   1,033,374 785 SH   SOLE   785 0 0
COLGATE-PALMOLIVE CO COM 194162103   41,101,116 396,001 SH   SOLE   396,001 0 0
COPART INC COM 217204106   417,576 7,969 SH   SOLE   7,969 0 0
CORCEPT THERAPEUTICS INC COM 218352102   891,353 19,260 SH   SOLE   19,260 0 0
COSTCO WHOLESALE CORP COM 22160K105   4,659,549 5,256 SH   SOLE   5,256 0 0
CRH PLC ORD G25508105   3,755,599 40,496 SH   SOLE   40,496 0 0
DANAHER CORP COM 235851102   25,604,947 92,173 SH   SOLE   92,173 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203   4,475,167 219,694 SH   SOLE   219,694 0 0
DARLING INGREDIENTS INC COM 237266101   1,148,876 30,917 SH   SOLE   30,917 0 0
DATADOG INC CL A COM 23804L103   575,300 5,000 SH   SOLE   5,000 0 0
DESPEGAR.COM CORP ORD SHS G27358103   496,000 40,000 SH   SOLE   40,000 0 0
DISCOVER FINANCIAL SERVICES COM 254709108   8,175,119 58,273 SH   SOLE   58,273 0 0
DOXIMITY INC CL A 26622P107   10,644,151 244,300 SH   SOLE   244,300 0 0
EATON CORP PLC SHS G29183103   56,609,952 170,800 SH   SOLE   170,800 0 0
ECOLAB INC COM 278865100   4,368,186 17,108 SH   SOLE   17,108 0 0
EHANG HOLDINGS LTD ADS 26853E102   17,339,835 1,226,394 SH   SOLE   1,226,394 0 0
ELEVANCE HEALTH INC COM 036752103   163,579,520 314,576 SH   SOLE   314,576 0 0
ELI LILLY & CO COM 532457108   121,319,029 136,951 SH   SOLE   136,951 0 0
EMERSON ELECTRIC CO COM 291011104   12,708,794 116,200 SH   SOLE   116,200 0 0
ENSTAR GROUP LTD SHS G3075P101   8,672,961 26,969 SH   SOLE   26,969 0 0
ENVESTNET INC COM 29404K106   8,426,022 134,558 SH   SOLE   134,558 0 0
EQUIFAX INC COM 294429105   13,458,788 45,800 SH   SOLE   45,800 0 0
ESTEE LAUDER COMPANIES CL A 518439104   1,276,032 12,800 SH   SOLE   12,800 0 0
FIRST SOLAR INC COM 336433107   190,822 765 SH   SOLE   765 0 0
FORTINET INC COM 34959E109   461,578 5,952 SH   SOLE   5,952 0 0
GARMIN LTD SHS H2906T109   2,930,547 16,648 SH   SOLE   16,648 0 0
GE AEROSPACE COM 369604301   76,077,886 403,425 SH   SOLE   403,425 0 0
GLOBANT SA COM L44385109   792,560 4,000 SH   SOLE   4,000 0 0
GRUPO FINANCIERO GALICIA SPONSORED ADR 399909100   841,800 20,000 SH   SOLE   20,000 0 0
HASHICORP INC COM CL A 418100103   8,571,794 253,154 SH   SOLE   253,154 0 0
HESS CORP COM 42809H107   5,154,696 37,958 SH   SOLE   37,958 0 0
HEXCEL CORP COM 428291108   915,331 14,804 SH   SOLE   14,804 0 0
HILTON WORLDWIDE HOLDINGS IN COM 43300A203   2,293,475 9,950 SH   SOLE   9,950 0 0
HOME DEPOT INC COM 437076102   2,863,548 7,067 SH   SOLE   7,067 0 0
INSTRUCTURE HOLDINGS INC COM 457790103   548,432 23,288 SH   SOLE   23,288 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   206,162,945 1,283,590 SH   SOLE   1,283,590 0 0
INTUIT INC COM 461202103   8,123,272 13,085 SH   SOLE   13,085 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   16,180,023 33,049 SH   SOLE   33,049 0 0
ITAU UNIBANCO H SPON ADR REP PFD 465562106   107,185,850 16,118,173 SH   SOLE   16,118,173 0 0
JD.COM INC SPON ADS CL A 47215P106   23,817,908 595,464 SH   SOLE   595,464 0 0
JSC KASPI.KZ SPONSORED ADS 48581R205   17,857,182 168,554 SH   SOLE   168,554 0 0
JUNIPER NETWORKS INC COM 48203R104   8,457,218 216,963 SH   SOLE   216,963 0 0
KE HOLDINGS INC SPONSORED ADS 482497104   2,958,945 148,616 SH   SOLE   148,616 0 0
KELLANOVA COM 487836108   1,629,535 20,190 SH   SOLE   20,190 0 0
KEYSIGHT TECHNOLOGIES IN COM 49338L103   14,462,630 91,000 SH   SOLE   91,000 0 0
KLA CORP COM NEW 482480100   154,882 200 SH   SOLE   200 0 0
LAM RESEARCH CORP COM 512807108   163,216 200 SH   SOLE   200 0 0
LANTHEUS HOLDINGS INC COM 516544103   15,156,475 138,100 SH   SOLE   138,100 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203   664,400 40,000 SH   SOLE   40,000 0 0
LENNOX INTERNATIONAL INC COM 526107107   334,172 553 SH   SOLE   553 0 0
LIBERTY GLOBAL LTD COM CL A G61188101   994,281 47,100 SH   SOLE   47,100 0 0
LINDE PLC SHS G54950103   73,862,753 154,894 SH   SOLE   154,894 0 0
LULULEMON ATHLETICA INC COM 550021109   28,817,370 106,200 SH   SOLE   106,200 0 0
MARATHON OIL CORP COM 565849106   1,219,281 45,786 SH   SOLE   45,786 0 0
MARRIOTT INTERNATIONAL CL A 571903202   3,342,427 13,445 SH   SOLE   13,445 0 0
MASTEC INC COM 576323109   1,102,976 8,960 SH   SOLE   8,960 0 0
MASTERCARD INC CL A 57636Q104   96,915,255 196,271 SH   SOLE   196,271 0 0
MCKESSON CORP COM 58155Q103   233,837,422 472,953 SH   SOLE   472,953 0 0
MEDPACE HOLDINGS INC COM 58506Q109   912,275 2,733 SH   SOLE   2,733 0 0
MERCADOLIBRE INC COM 58733R102   187,423,053 91,338 SH   SOLE   91,338 0 0
META PLATFORMS INC CL A 30303M102   30,906,036 53,990 SH   SOLE   53,990 0 0
MICROSOFT CORP COM 594918104   319,420,086 742,428 SH   SOLE   742,428 0 0
MONDELEZ INTERNATIONAL INC CL A 609207105   1,103,577 14,980 SH   SOLE   14,980 0 0
NEW ORIENTAL EDUCATIO SPON ADR 647581206   1,988,980 26,226 SH   SOLE   26,226 0 0
NEWMONT CORP COM 651639106   46,967,744 878,723 SH   SOLE   878,723 0 0
NEXTERA ENERGY INC COM 65339F101   5,513,300 65,223 SH   SOLE   65,223 0 0
NIU TECHNOLOGIES ADS 65481N100   44,176 19,207 SH   SOLE   19,207 0 0
NORDSON CORP COM 655663102   213,256 812 SH   SOLE   812 0 0
NOV INC COM 62955J103   399,250 25,000 SH   SOLE   25,000 0 0
NOVA LTD COM M7516K103   12,353,937 59,297 SH   SOLE   59,297 0 0
NUVEI CORP SUB VTG SHS 67079A102   6,397,897 191,841 SH   SOLE   191,841 0 0
NVENT ELECTRIC PLC SHS G6700G107   9,204,060 131,000 SH   SOLE   131,000 0 0
NVIDIA CORP COM 67066G104   260,807,123 2,147,636 SH   SOLE   2,147,636 0 0
NVIDIA CORP COM 67066G104   3,449 28,400 PRN Call SOLE   28,400 0 0
OLD DOMINION FREIGHT LINE COM 679580100   586,783 2,954 SH   SOLE   2,954 0 0
ON SEMICONDUCTOR COM 682189105   1,768,054 24,350 SH   SOLE   24,350 0 0
ORACLE CORP COM 68389X105   20,060,228 117,880 SH   SOLE   117,880 0 0
O'REILLY AUTOMOTIVE INC COM 67103H107   47,660,118 41,386 SH   SOLE   41,386 0 0
PALO ALTO NETWORKS INC COM 697435105   3,639,669 10,676 SH   SOLE   10,676 0 0
PARKER HANNIFIN CORP COM 701094104   82,268,650 130,209 SH   SOLE   130,209 0 0
PAYCHEX INC COM 704326107   884,312 6,590 SH   SOLE   6,590 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   17,438,348 129,355 SH   SOLE   129,355 0 0
PERFICIENT INC COM 71375U101   6,319,412 83,723 SH   SOLE   83,723 0 0
PETIQ INC COM CL A 71639T106   4,427,065 143,876 SH   SOLE   143,876 0 0
PLUG POWER INC COM NEW 72919P202   152,062 67,284 SH   SOLE   67,284 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   6,480,093 284,090 SH   SOLE   284,090 0 0
PROCTER & GAMBLE CO/THE COM 742718109   45,159,653 260,686 SH   SOLE   260,686 0 0
PROPERTYGURU GROUP LTD ORD SHS G7258M108   1,918,334 290,217 SH   SOLE   290,217 0 0
R1 RCM INC COM 77634L105   6,593,627 465,323 SH   SOLE   465,323 0 0
S&P GLOBAL INC COM 78409V104   190,271,082 368,364 SH   SOLE   368,364 0 0
SALESFORCE INC COM 79466L302   3,346,147 12,212 SH   SOLE   12,212 0 0
SCHLUMBERGER LTD COM STK 806857108   324,776,900 7,742,000 SH   SOLE   7,742,000 0 0
SEA LTD SPONSORED ADS 81141R100   31,244,103 331,399 SH   SOLE   331,399 0 0
SERVICENOW INC COM 81762P102   82,633,888 92,400 SH   SOLE   92,400 0 0
SKECHERS USA INC CL A 830566105   17,800,720 266,000 SH   SOLE   266,000 0 0
SMARTSHEET INC COM CL A 83200N103   4,149,675 74,958 SH   SOLE   74,958 0 0
SMURFIT WESTROCK PLC SHS G8267P108   737,742 14,928 SH   SOLE   14,928 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   136,887 5,975 SH   SOLE   5,975 0 0
SOUTHWESTERN ENERGY CO COM 845467109   2,971,347 417,911 SH   SOLE   417,911 0 0
SS&C TECHNOLOGIES HOLDINGS COM 78467J100   389,825 5,253 SH   SOLE   5,253 0 0
STERICYCLE INC COM 858912108   5,923,710 97,110 SH   SOLE   97,110 0 0
STRYKER CORP COM 863667101   14,629,028 40,512 SH   SOLE   40,512 0 0
SUNNOVA ENERGY INTERNATIONAL COM 86745K104   409,070 41,999 SH   SOLE   41,999 0 0
SUNRUN INC COM 86771W105   209,966 11,626 SH   SOLE   11,626 0 0
SURMODICS INC COM 868873100   2,834,585 73,094 SH   SOLE   73,094 0 0
SYNOPSYS INC COM 871607107   161,336,589 318,568 SH   SOLE   318,568 0 0
TAIWAN SEMICONDUCTOR SPONSORED ADS 874039100   14,633,955 84,263 SH   SOLE   84,263 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104   5,096,078 430,412 SH   SOLE   430,412 0 0
TASKUS CLASS A COM 87652V109   1,679,600 130,000 SH   SOLE   130,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   10,241,244 23,400 SH   SOLE   23,400 0 0
TENCENT MUSIC ENTERTAINM SPON ADS 88034P109   2,503,134 207,729 SH   SOLE   207,729 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   34,153,966 55,262 SH   SOLE   55,262 0 0
THOUGHTWORKS HOLDING INC COM 88546E105   13,702 3,100 SH   SOLE   3,100 0 0
TPI COMPOSITES INC COM 87266J104   1,162,489 255,492 SH   SOLE   255,492 0 0
TRADEWEB MARKETS INC CL A 892672106   42,913,490 347,000 SH   SOLE   347,000 0 0
TRANSUNION COM 89400J107   9,428,538 90,149 SH   SOLE   90,149 0 0
TUYA INC SPONSERED ADS 90114C107   6,966,708 4,219,821 SH   SOLE   4,219,821 0 0
UNITEDHEALTH GROUP INC COM 91324P102   209,526,509 358,361 SH   SOLE   358,361 0 0
VEEVA SYSTEMS INC CL A COM 922475108   23,495,978 111,908 SH   SOLE   111,908 0 0
VERALTO CORP COM SHS 92338C103   1,749,938 15,644 SH   SOLE   15,644 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   97,894,140 210,522 SH   SOLE   210,522 0 0
VESTA REAL ESTATE CORP ADS 92540K109   20,404,554 757,430 SH   SOLE   757,430 0 0
VIPSHOP HOLDINGS LTD SPONSORED ADS A 92763W103   157,825,032 10,033,086 SH   SOLE   10,033,086 0 0
VISA INC COM CL A 92826C839   2,606,801 9,481 SH   SOLE   9,481 0 0
VIZIO HOLDING CORP CL A COM 92858V101   2,205,807 197,476 SH   SOLE   197,476 0 0
WASTE MANAGEMENT INC COM 94106L109   12,829,057 61,797 SH   SOLE   61,797 0 0
WATTS WATER TECHNOLOGIES CL A 942749102   538,694 2,600 SH   SOLE   2,600 0 0
WNS HOLDINGS LTD COM SHS G98196101   632,520 12,000 SH   SOLE   12,000 0 0
WW GRAINGER INC COM 384802104   995,180 958 SH   SOLE   958 0 0