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
ACCENTURE PLC SHS CLASS A G1151C101   13,864,997 39,401 SH   SOLE   39,401 0 0
ACM RESEARCH INC COM CL A 00108J109   1,658,901 109,861 SH   SOLE   109,861 0 0
ADOBE INC COM 00724F101   7,093,808 15,949 SH   SOLE   15,949 0 0
ADVANCED MICRO DEVICES INC COM 007903107   2,699,053 22,345 SH   SOLE   22,345 0 0
AGNICO EAGLE MINES LTD COM 008474108   31,456,532 402,206 SH   SOLE   402,206 0 0
AIR TRANSPORT SERVICES GROUP INC COM 00922R105   147,903 6,729 SH   SOLE   6,729 0 0
ALBEMARLE CORP COM 012653101   645,514 7,499 SH   SOLE   7,499 0 0
ALIBABA GROUP HOLDING LTD SPONSORED ADS 01609W102   2,446,446 28,853 SH   SOLE   28,853 0 0
ALIGN TECHNOLOGY INC COM 016255101   11,028,947 52,966 SH   SOLE   52,966 0 0
ALPHABET INC CAP STK CL A 02079K305   277,895,936 1,467,958 SH   SOLE   1,467,958 0 0
ALPHABET INC CAP STK CL A 02079K305   25,044 132,300 PRN Call SOLE   132,300 0 0
ALTAIR ENGINEERING INC COM CL A 021369103   1,842,432 16,886 SH   SOLE   16,886 0 0
AMAZON.COM INC COM 023135106   544,969,728 2,483,863 SH   SOLE   2,483,863 0 0
AMPHENOL CORP CL A 032095101   67,644,304 974,000 SH   SOLE   974,000 0 0
ANALOG DEVICES INC COM 032654105   4,417,545 20,792 SH   SOLE   20,792 0 0
ANSYS INC COM 03662Q105   33,961,976 100,668 SH   SOLE   100,668 0 0
APPLE INC COM 037833100   3,409,218 13,614 SH   SOLE   13,614 0 0
APPLIED MATERIALS INC COM 038222105   3,536,389 21,745 SH   SOLE   21,745 0 0
ARCADIUM LITHIUM PLC COM SHS G0508H110   800,762 156,094 SH   SOLE   156,094 0 0
ARISTA NETWORKS INC COM SHS 040413205   663,180 6,000 SH   SOLE   6,000 0 0
AUTODESK INC COM 052769106   6,562,547 22,191 SH   SOLE   22,191 0 0
AVID BIOSERVICES INC COM 05368M106   3,430,101 277,741 SH   SOLE   277,741 0 0
BAIDU INC SPON ADR REP A 056752108   66,689 791 SH   SOLE   791 0 0
BARNES GROUP INC COM 067806109   1,718,232 36,357 SH   SOLE   36,357 0 0
BBB FOODS INC CL A COM G0896C103   707,000 25,000 SH   SOLE   25,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103   1,578,659 24,411 SH   SOLE   24,411 0 0
BIONTECH SE SPONSORED ADS 09075V102   25,279,040 222,095 SH   SOLE   222,095 0 0
BLOCK INC CL A 852234103   94,381,392 1,110,500 SH   SOLE   1,110,500 0 0
BROADCOM INC COM 11135F101   230,987,056 996,321 SH   SOLE   996,321 0 0
BROADCOM INC COM 11135F101   32,342 139,500 PRN Call SOLE   139,500 0 0
CADENCE DESIGN SYSTEMS INC COM 127387108   89,502,288 297,863 SH   SOLE   297,863 0 0
CAMECO CORP COM 13321L108   4,950,759 96,337 SH   SOLE   96,337 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   17,955,318 105,800 SH   SOLE   105,800 0 0
CENCORA INC COM 03073E105   225,017,248 1,001,501 SH   SOLE   1,001,501 0 0
CENTENE CORP COM 15135B101   299,781,824 4,948,528 SH   SOLE   4,948,528 0 0
CHAMPIONX CORP COM 15872M104   7,085,850 260,605 SH   SOLE   260,605 0 0
CISCO SYSTEMS INC COM 17275R102   3,563,663 60,197 SH   SOLE   60,197 0 0
CLEARSIDE BIOMEDICAL INC COM 185063104   1,836,855 1,933,531 SH   SOLE   1,933,531 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   303,919 1,224 SH   SOLE   1,224 0 0
COLGATE-PALMOLIVE CO COM 194162103   38,732,096 426,114 SH   SOLE   426,114 0 0
CONSTELLATION ENERGY CORP COM 21037T109   4,227,001 18,895 SH   SOLE   18,895 0 0
COSTCO WHOLESALE CORP COM 22160K105   4,581,350 5,000 SH   SOLE   5,000 0 0
CRH PLC ORD G25508105   2,326,416 25,145 SH   SOLE   25,145 0 0
DANAHER CORP COM 235851102   35,578,828 154,986 SH   SOLE   154,986 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203   2,636,336 135,614 SH   SOLE   135,614 0 0
DARLING INGREDIENTS INC COM 237266101   1,041,594 30,917 SH   SOLE   30,917 0 0
DATADOG INC CL A COM 23804L103   357,225 2,500 SH   SOLE   2,500 0 0
DESPEGAR.COM CORP ORD SHS G27358103   770,000 40,000 SH   SOLE   40,000 0 0
DISCOVER FINANCIAL SERVICES COM 254709108   4,929,606 28,457 SH   SOLE   28,457 0 0
DOXIMITY INC CL A 26622P107   16,940,648 317,300 SH   SOLE   317,300 0 0
EATON CORP PLC SHS G29183103   59,748,548 180,036 SH   SOLE   180,036 0 0
ECOLAB INC COM 278865100   3,282,120 14,007 SH   SOLE   14,007 0 0
EHANG HOLDINGS LTD ADS 26853E102   5,207,234 330,723 SH   SOLE   330,723 0 0
ELEVANCE HEALTH INC COM 036752103   170,718,064 462,776 SH   SOLE   462,776 0 0
ELI LILLY & CO COM 532457108   116,939,192 151,470 SH   SOLE   151,470 0 0
ENSTAR GROUP LTD SHS G3075P101   8,981,330 27,888 SH   SOLE   27,888 0 0
EQUIFAX INC COM 294429105   95,110,016 373,200 SH   SOLE   373,200 0 0
ESTEE LAUDER COS INC/THE CL A 518439104   359,904 4,800 SH   SOLE   4,800 0 0
FIRST SOLAR INC COM 336433107   1,541,395 8,746 SH   SOLE   8,746 0 0
GAOTU TECHEDU INC SPONSORED ADS 36257Y109   1,100,147 502,350 SH   SOLE   502,350 0 0
GARMIN LTD SHS H2906T109   165,008 800 SH   SOLE   800 0 0
GE AEROSPACE COM NEW 369604301   78,212,000 468,925 SH   SOLE   468,925 0 0
GLOBANT SA COM L44385109   643,260 3,000 SH   SOLE   3,000 0 0
GLOBE LIFE INC COM 37959E102   5,960,410 53,447 SH   SOLE   53,447 0 0
GRUPO FINANCIERO GALICIA SA SPONSORED ADR 399909100   19,976,092 320,499 SH   SOLE   320,499 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   15,414,637 466,721 SH   SOLE   466,721 0 0
HASHICORP INC COM CL A 418100103   7,192,379 210,242 SH   SOLE   210,242 0 0
HESS CORP COM 42809H107   1,114,491 8,379 SH   SOLE   8,379 0 0
HEXCEL CORP COM 428291108   928,211 14,804 SH   SOLE   14,804 0 0
HILTON WORLDWIDE HOLDINGS INC COM 43300A203   2,459,242 9,950 SH   SOLE   9,950 0 0
HOME DEPOT INC/THE COM 437076102   20,210,868 51,947 SH   SOLE   51,947 0 0
INNODATA INC COM 457642205   494,000 12,500 SH   SOLE   12,500 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104   190,681,088 1,279,614 SH   SOLE   1,279,614 0 0
INTUIT INC COM 461202103   8,226,498 13,085 SH   SOLE   13,085 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   16,972,834 32,468 SH   SOLE   32,468 0 0
IQVIA HOLDINGS INC COM 46266C105   4,166,012 21,200 SH   SOLE   21,200 0 0
ITAU UNIBANCO HOLDING SA SPON ADR REP PFD 465562106   81,686,600 16,469,073 SH   SOLE   16,469,073 0 0
JD.COM INC SPON ADS CL A 47215P106   15,776,797 455,147 SH   SOLE   455,147 0 0
JUNIPER NETWORKS INC COM 48203R104   6,897,466 184,178 SH   SOLE   184,178 0 0
KASPI.KZ JSC SPONSORED ADS 48581R205   15,824,742 167,054 SH   SOLE   167,054 0 0
KE HOLDINGS INC SPONSORED ADS 482497104   561,000 30,456 SH   SOLE   30,456 0 0
KELLANOVA COM 487836108   5,511,547 68,069 SH   SOLE   68,069 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   14,553,078 90,600 SH   SOLE   90,600 0 0
KLA CORP COM NEW 482480100   22,463,778 35,650 SH   SOLE   35,650 0 0
LANTHEUS HOLDINGS INC COM 516544103   20,817,342 232,700 SH   SOLE   232,700 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203   731,600 40,000 SH   SOLE   40,000 0 0
LIBERTY GLOBAL LTD COM CL A G61188101   600,996 47,100 SH   SOLE   47,100 0 0
LINDE PLC SHS G54950103   90,907,072 217,133 SH   SOLE   217,133 0 0
LULULEMON ATHLETICA INC COM 550021109   41,070,832 107,400 SH   SOLE   107,400 0 0
MARRIOTT INTERNATIONAL INC/MD CL A 571903202   2,790,237 10,003 SH   SOLE   10,003 0 0
MASTEC INC COM 576323109   1,219,814 8,960 SH   SOLE   8,960 0 0
MASTERCARD INC CL A 57636Q104   127,482,176 242,115 SH   SOLE   242,115 0 0
MCKESSON CORP COM 58155Q103   266,491,632 467,603 SH   SOLE   467,603 0 0
MERCADOLIBRE INC COM 58733R102   188,368,320 110,772 SH   SOLE   110,772 0 0
META PLATFORMS INC CL A 30303M102   87,520,864 149,478 SH   SOLE   149,478 0 0
MICRON TECHNOLOGY INC COM 595112103   504,960 6,000 SH   SOLE   6,000 0 0
MICROSOFT CORP COM 594918104   372,074,464 882,565 SH   SOLE   882,565 0 0
NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC SPON ADR 647581206   1,888,817 29,430 SH   SOLE   29,430 0 0
NEWMONT CORP COM 651639106   29,733,346 798,854 SH   SOLE   798,854 0 0
NEXTERA ENERGY INC COM 65339F101   5,541,566 77,299 SH   SOLE   77,299 0 0
NOV INC COM 62955J103   365,000 25,000 SH   SOLE   25,000 0 0
NVENT ELECTRIC PLC SHS G6700G107   19,950,092 292,695 SH   SOLE   292,695 0 0
NVIDIA CORP COM 67066G104   324,091,872 2,412,975 SH   SOLE   2,412,975 0 0
ON SEMICONDUCTOR CORP COM 682189105   1,535,268 24,350 SH   SOLE   24,350 0 0
ORACLE CORP COM 68389X105   12,132,109 72,792 SH   SOLE   72,792 0 0
O'REILLY AUTOMOTIVE INC COM 67103H107   79,965,608 67,436 SH   SOLE   67,436 0 0
PACTIV EVERGREEN INC COM 69526K105   5,110,726 292,543 SH   SOLE   292,543 0 0
PALO ALTO NETWORKS INC COM 697435105   3,892,236 21,352 SH   SOLE   21,352 0 0
PARKER-HANNIFIN CORP COM 701094104   90,860,704 142,856 SH   SOLE   142,856 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   1,287,833 13,278 SH   SOLE   13,278 0 0
PLUG POWER INC COM NEW 72919P202   143,315 67,284 SH   SOLE   67,284 0 0
PROCTER & GAMBLE CO/THE COM 742718109   35,850,904 213,934 SH   SOLE   213,934 0 0
RENEW ENERGY GLOBAL PLC CL A SHS G7500M104   341,500 50,000 SH   SOLE   50,000 0 0
RETAIL OPPORTUNITY INVESTMENTS CORP COM 76131N101   1,702,165 98,051 SH   SOLE   98,051 0 0
ROBLOX CORP CL A 771049103   22,120 382,300 PRN Call SOLE   382,300 0 0
S&P GLOBAL INC COM 78409V104   241,678,384 485,260 SH   SOLE   485,260 0 0
SALESFORCE INC COM 79466L302   1,566,336 4,685 SH   SOLE   4,685 0 0
SCHLUMBERGER NV COM STK 806857108   279,747,808 7,296,500 SH   SOLE   7,296,500 0 0
SEA LTD SPONSORD ADS 81141R100   29,943,054 282,153 SH   SOLE   282,153 0 0
SECUREWORKS CORP CL A 81374A105   962,486 113,769 SH   SOLE   113,769 0 0
SERVICENOW INC COM 81762P102   66,644,500 62,861 SH   SOLE   62,861 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   1,313,220 9,966 SH   SOLE   9,966 0 0
SKECHERS USA INC CL A 830566105   18,491,000 275,000 SH   SOLE   275,000 0 0
SMARTSHEET INC COM CL A 83200N103   6,732,229 120,154 SH   SOLE   120,154 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   81,260 5,975 SH   SOLE   5,975 0 0
STRYKER CORP COM 863667101   13,251,242 36,769 SH   SOLE   36,769 0 0
SUMMIT MATERIALS INC CL A 86614U100   1,677,390 33,150 SH   SOLE   33,150 0 0
SUNNOVA ENERGY INTERNATIONAL INC COM 86745K104   144,057 41,999 SH   SOLE   41,999 0 0
SUNRISE COMMUNICATIONS AG/OLD ADS CL A 867975104   405,814 9,420 SH   SOLE   9,420 0 0
SUNRUN INC COM 86771W105   107,541 11,626 SH   SOLE   11,626 0 0
SURMODICS INC COM 868873100   2,418,531 61,074 SH   SOLE   61,074 0 0
SYNOPSYS INC COM 871607107   238,976,560 492,362 SH   SOLE   492,362 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPONSORED ADS 874039100   8,543,022 43,258 SH   SOLE   43,258 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104   856,019 85,431 SH   SOLE   85,431 0 0
TASKUS INC CLASS A COM 87652V109   1,694,000 100,000 SH   SOLE   100,000 0 0
TENCENT MUSIC ENTERTAINMENT GROUP SPON ADS 88034P109   2,031,503 178,987 SH   SOLE   178,987 0 0
TESLA INC COM 88160R101   605,760 1,500 SH   SOLE   1,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   81,223,144 156,153 SH   SOLE   156,153 0 0
TPI COMPOSITES INC COM 87266J104   259,518 137,311 SH   SOLE   137,311 0 0
TRADEWEB MARKETS INC CL A 892672106   41,540,916 317,300 SH   SOLE   317,300 0 0
TRANSUNION COM 89400J107   7,697,856 83,020 SH   SOLE   83,020 0 0
TRIUMPH GROUP INC COM 896818101   3,222,601 172,701 SH   SOLE   172,701 0 0
TUYA INC SPONSERED ADS 90114C107   7,192,290 4,018,972 SH   SOLE   4,018,972 0 0
VEEVA SYSTEMS INC CL A COM 922475108   15,288,508 72,690 SH   SOLE   72,690 0 0
VERALTO CORP COM SHS 92338C103   1,593,341 15,644 SH   SOLE   15,644 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   79,490,936 197,466 SH   SOLE   197,466 0 0
VESTA REAL ESTATE CORP ADS 92540K109   18,879,658 737,430 SH   SOLE   737,430 0 0
VIPSHOP HOLDINGS LTD SPONSORED ADS A 92763W103   133,799,008 9,935,058 SH   SOLE   9,935,058 0 0
VISA INC COM CL A 92826C839   3,454,317 10,930 SH   SOLE   10,930 0 0
WASTE MANAGEMENT INC COM 94106L109   11,755,478 58,256 SH   SOLE   58,256 0 0
WNS HOLDINGS LTD COM SHS G98196101   568,680 12,000 SH   SOLE   12,000 0 0