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   8,570,202 27,536 SH   SOLE   27,536 0 0
ACCOLADE INC COM 00437E102   1,667,271 238,864 SH   SOLE   238,864 0 0
ADOBE INC COM 00724F101   4,079,541 10,628 SH   SOLE   10,628 0 0
ADVANCED MICRO DEVICES INC COM 007903107   1,230,312 11,975 SH   SOLE   11,975 0 0
AGNICO EAGLE MINES LTD COM 008474108   37,027,112 341,547 SH   SOLE   341,547 0 0
AIR TRANSPORT SERVICES GROUP INC COM 00922R105   150,999 6,729 SH   SOLE   6,729 0 0
ALBEMARLE CORP COM 012653101   288,008 3,999 SH   SOLE   3,999 0 0
ALIBABA GROUP HOLDING LTD SPONSORED ADS 01609W102   652,291 4,933 SH   SOLE   4,933 0 0
ALIGN TECHNOLOGY INC COM 016255101   9,021,635 56,774 SH   SOLE   56,774 0 0
ALPHABET INC CAP STK CL A 02079K305   257,483,312 1,665,062 SH   SOLE   1,665,062 0 0
ALTUS POWER INC COM CL A 02217A102   2,972,178 600,440 SH   SOLE   600,440 0 0
AMAZON.COM INC COM 023135106   547,684,992 2,878,227 SH   SOLE   2,878,227 0 0
AMPHENOL CORP CL A 032095101   135,836,896 2,071,000 SH   SOLE   2,071,000 0 0
ANALOG DEVICES INC COM 032654105   4,192,893 20,792 SH   SOLE   20,792 0 0
ANSYS INC COM 03662Q105   25,872,210 81,724 SH   SOLE   81,724 0 0
APPLE INC COM 037833100   3,268,421 14,714 SH   SOLE   14,714 0 0
APPLIED MATERIALS INC COM 038222105   1,818,354 12,530 SH   SOLE   12,530 0 0
ARISTA NETWORKS INC COM SHS 040413205   16,479,996 212,700 SH   SOLE   212,700 0 0
ASTERA LABS INC COM 04626A103   716,040 12,000 SH   SOLE   12,000 0 0
AUTODESK INC COM 052769106   5,809,270 22,191 SH   SOLE   22,191 0 0
BBB FOODS INC CL A COM G0896C103   400,200 15,000 SH   SOLE   15,000 0 0
BEACON ROOFING SUPPLY INC COM 073685109   3,541,902 28,633 SH   SOLE   28,633 0 0
BERRY GLOBAL GROUP INC COM 08579W103   1,940,718 27,800 SH   SOLE   27,800 0 0
BIONTECH SE SPONSORED ADS 09075V102   17,004,672 185,877 SH   SOLE   185,877 0 0
BLOCK INC CL A 852234103   120,478,184 2,217,526 SH   SOLE   2,217,526 0 0
BRIDGE INVESTMENT GROUP HOLDINGS INC COM CL A 10806B100   900,654 94,014 SH   SOLE   94,014 0 0
BROADCOM INC COM 11135F101   137,909,408 823,684 SH   SOLE   823,684 0 0
CADENCE DESIGN SYSTEMS INC COM 127387108   108,060,048 424,823 SH   SOLE   424,823 0 0
CAMECO CORP COM 13321L108   3,660,482 88,933 SH   SOLE   88,933 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   19,758,042 109,052 SH   SOLE   109,052 0 0
CELESTICA INC COM 15101Q207   21,396,916 271,500 SH   SOLE   271,500 0 0
CENCORA INC COM 03073E105   306,862,880 1,103,479 SH   SOLE   1,103,479 0 0
CENTENE CORP COM 15135B101   272,947,776 4,495,928 SH   SOLE   4,495,928 0 0
CHAMPIONX CORP COM 15872M104   11,754,103 394,433 SH   SOLE   394,433 0 0
CISCO SYSTEMS INC COM 17275R102   5,021,220 81,368 SH   SOLE   81,368 0 0
CLEARSIDE BIOMEDICAL INC COM 185063104   1,384,507 1,508,342 SH   SOLE   1,508,342 0 0
COLGATE-PALMOLIVE CO COM 194162103   34,343,196 367,042 SH   SOLE   367,042 0 0
COMFORT SYSTEMS USA INC COM 199908104   43,285,928 134,274 SH   SOLE   134,274 0 0
COSTCO WHOLESALE CORP COM 22160K105   4,728,900 5,000 SH   SOLE   5,000 0 0
DANAHER CORP COM 235851102   19,149,796 93,370 SH   SOLE   93,370 0 0
DAQO NEW ENERGY CORP SPNSRD ADS 23703Q203   2,218,729 122,514 SH   SOLE   122,514 0 0
DARLING INGREDIENTS INC COM 237266101   965,847 30,917 SH   SOLE   30,917 0 0
DESPEGAR.COM CORP ORD SHS G27358103   4,407,871 234,586 SH   SOLE   234,586 0 0
DISCOVER FINANCIAL SERVICES COM 254709108   4,857,610 28,457 SH   SOLE   28,457 0 0
DOXIMITY INC CL A 26622P107   21,471,100 370,000 SH   SOLE   370,000 0 0
DUN & BRADSTREET HOLDINGS INC COM 26484T106   2,811,326 314,466 SH   SOLE   314,466 0 0
EATON CORP PLC SHS G29183103   163,789,536 602,544 SH   SOLE   602,544 0 0
ECOLAB INC COM 278865100   2,701,509 10,656 SH   SOLE   10,656 0 0
EHANG HOLDINGS LTD ADS 26853E102   2,517,475 120,511 SH   SOLE   120,511 0 0
ELEVANCE HEALTH INC COM 036752103   511,513 1,176 SH   SOLE   1,176 0 0
ELI LILLY & CO COM 532457108   80,850,440 97,912 SH   SOLE   97,912 0 0
ENSTAR GROUP LTD SHS G3075P101   1,516,318 4,562 SH   SOLE   4,562 0 0
EQUIFAX INC COM 294429105   150,614,752 618,491 SH   SOLE   618,491 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   1,391,437 8,684 SH   SOLE   8,684 0 0
FRANCO-NEVADA CORP COM 351858105   3,080,298 19,550 SH   SOLE   19,550 0 0
FRONTIER COMMUNICATIONS PARENT INC COM 35909D109   1,237,206 34,501 SH   SOLE   34,501 0 0
GAOTU TECHEDU INC SPONSORED ADS 36257Y109   1,306,042 401,859 SH   SOLE   401,859 0 0
GARMIN LTD SHS H2906T109   173,704 800 SH   SOLE   800 0 0
GE AEROSPACE COM 369604301   71,918,896 359,325 SH   SOLE   359,325 0 0
GLOBAL BLUE GROUP HOLDING AG ORD SHS H33700107   4,703,290 639,034 SH   SOLE   639,034 0 0
GLOBANT SA COM L44385109   353,160 3,000 SH   SOLE   3,000 0 0
GLOBE LIFE INC COM 37959E102   11,854,800 90,000 SH   SOLE   90,000 0 0
GRUPO FINANCIERO GALICIA SA SPONORED ADR 399909100   7,576,409 139,032 SH   SOLE   139,032 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   21,123,946 570,818 SH   SOLE   570,818 0 0
H&E EQUIPMENT SERVICES INC COM 404030108   3,405,141 35,923 SH   SOLE   35,923 0 0
HESS CORP COM 42809H107   1,338,378 8,379 SH   SOLE   8,379 0 0
HEXCEL CORP COM 428291108   427,347 7,804 SH   SOLE   7,804 0 0
HILTON WORLDWIDE HOLDINGS INC COM 43300A203   2,813,201 12,363 SH   SOLE   12,363 0 0
HOME DEPOT INC/THE COM 437076102   14,294,370 39,104 SH   SOLE   39,104 0 0
INNODATA INC COM 457642205   89,750 2,500 SH   SOLE   2,500 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104   175,997,024 1,020,110 SH   SOLE   1,020,110 0 0
INTRA-CELLULAR THERAPIES INC COM 46116X101   5,121,003 38,819 SH   SOLE   38,819 0 0
INTUIT INC COM 461202103   7,432,704 12,136 SH   SOLE   12,136 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   14,775,766 29,870 SH   SOLE   29,870 0 0
ITAU UNIBANCO HOLDING SA SPON ADR REP PFD 465562106   87,404,568 15,891,740 SH   SOLE   15,891,740 0 0
JD.COM INC SPON ADS CL A 47215P106   19,056,248 463,364 SH   SOLE   463,364 0 0
JPMORGAN CHASE & CO COM 46625H100   3,280,642 13,374 SH   SOLE   13,374 0 0
JUNIPER NETWORKS INC COM 48203R104   3,184,720 88,000 SH   SOLE   88,000 0 0
KASPI.KZ JSC SPONSORED ADS 48581R205   15,514,253 167,054 SH   SOLE   167,054 0 0
KELLANOVA COM 487836108   7,583,636 91,934 SH   SOLE   91,934 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   16,924,010 113,000 SH   SOLE   113,000 0 0
KLA CORP COM 482480100   18,762,480 27,600 SH   SOLE   27,600 0 0
LANTHEUS HOLDINGS INC COM 516544103   18,592,800 190,500 SH   SOLE   190,500 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203   818,000 40,000 SH   SOLE   40,000 0 0
LINDE PLC SHS G54950103   66,415,632 142,633 SH   SOLE   142,633 0 0
LOGILITY SUPPLY CHAIN SOLUTIONS INC ADS CL A 029683109   1,654,146 115,999 SH   SOLE   115,999 0 0
LULULEMON ATHLETICA INC COM 550021109   22,927,860 81,000 SH   SOLE   81,000 0 0
MARRIOTT INTERNATIONAL INC/MD CL A 571903202   2,906,040 12,200 SH   SOLE   12,200 0 0
MASTEC INC COM 576323109   1,045,722 8,960 SH   SOLE   8,960 0 0
MASTERCARD INC CL A 57636Q104   61,356,372 111,981 SH   SOLE   111,981 0 0
MCKESSON CORP COM 58155Q103   313,527,360 465,876 SH   SOLE   465,876 0 0
MERCADOLIBRE INC COM 58733R102   230,698,864 118,238 SH   SOLE   118,238 0 0
MERUS NV COM N5749R100   5,133,501 121,161 SH   SOLE   121,161 0 0
META PLATFORMS INC CL A 30303M102   88,105,272 152,865 SH   SOLE   152,865 0 0
MICROSOFT CORP COM 594918104   197,018,528 524,623 SH   SOLE   524,623 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   22,976,112 377,462 SH   SOLE   377,462 0 0
NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC SPON ADR 647581206   14,351,202 300,250 SH   SOLE   300,250 0 0
NEWMONT CORP COM 651639106   22,926,386 474,863 SH   SOLE   474,863 0 0
NEXTERA ENERGY INC COM 65339F101   3,270,723 46,138 SH   SOLE   46,138 0 0
NORDSTROM INC COM 655664100   1,716,146 70,190 SH   SOLE   70,190 0 0
NOV INC COM 62955J103   380,500 25,000 SH   SOLE   25,000 0 0
NVENT ELECTRIC PLC SHS G6700G107   1,939,645 37,002 SH   SOLE   37,002 0 0
NVIDIA CORP COM 67066G104   430,367,360 3,970,410 SH   SOLE   3,970,410 0 0
ORACLE CORP COM 68389X105   7,839,802 56,028 SH   SOLE   56,028 0 0
O'REILLY AUTOMOTIVE INC COM 67103H107   69,674,960 48,636 SH   SOLE   48,636 0 0
PACTIV EVERGREEN INC COM 69526K105   7,751,018 430,373 SH   SOLE   430,373 0 0
PALO ALTO NETWORKS INC COM 697435105   511,920 3,000 SH   SOLE   3,000 0 0
PARKER-HANNIFIN CORP COM 701094104   111,485,160 183,409 SH   SOLE   183,409 0 0
PATTERSON COS INC COM 703395103   3,335,557 106,772 SH   SOLE   106,772 0 0
PAYCOR HCM INC COM 70435P102   3,314,231 147,693 SH   SOLE   147,693 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106   7,507,030 563,168 SH   SOLE   563,168 0 0
PLUG POWER INC COM NEW 72919P202   90,833 67,284 SH   SOLE   67,284 0 0
PROASSURANCE CORP COM 74267C106   1,807,197 77,396 SH   SOLE   77,396 0 0
PROCTER & GAMBLE CO/THE COM 742718109   34,260,036 201,413 SH   SOLE   201,413 0 0
REDFIN CORP COM 75737F108   261,500 28,393 SH   SOLE   28,393 0 0
RENEW ENERGY GLOBAL PLC CL A SHS G7500M104   294,500 50,000 SH   SOLE   50,000 0 0
REPUBLIC SERVICES INC COM 760759100   1,879,404 7,761 SH   SOLE   7,761 0 0
S&P GLOBAL INC COM 78409V104   170,853,104 336,311 SH   SOLE   336,311 0 0
SALESFORCE INC COM 79466L302   2,359,421 8,792 SH   SOLE   8,792 0 0
SCHLUMBERGER NV COM STK 806857108   192,488,992 4,605,000 SH   SOLE   4,605,000 0 0
SEA LTD SPONSORD ADS 81141R100   35,578,332 272,645 SH   SOLE   272,645 0 0
SERVICENOW INC COM 81762P102   82,561,744 103,701 SH   SOLE   103,701 0 0
SHERWIN-WILLIAMS CO/THE COM 824348106   2,669,208 7,644 SH   SOLE   7,644 0 0
SKECHERS USA INC CL A 830566105   20,440,800 360,000 SH   SOLE   360,000 0 0
SNOWFLAKE INC CL A 833445109   219,240 1,500 SH   SOLE   1,500 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   96,676 5,975 SH   SOLE   5,975 0 0
SPOTIFY TECHNOLOGY SA SHS L8681T102   163,359 297 SH   SOLE   297 0 0
STRYKER CORP COM 863667101   11,747,987 31,669 SH   SOLE   31,669 0 0
SUNNOVA ENERGY INTERNATIONAL INC COM 86745K104   15,624 41,999 SH   SOLE   41,999 0 0
SUNRISE COMMUNICATIONS AG ADS CL A 867975104   454,892 9,420 SH   SOLE   9,420 0 0
SUNRUN INC COM 86771W105   68,128 11,626 SH   SOLE   11,626 0 0
SURMODICS INC COM CL A 868873100   1,864,589 61,074 SH   SOLE   61,074 0 0
SYNOPSYS INC COM 871607107   215,638,864 502,773 SH   SOLE   502,773 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPONSORED ADS 874039100   37,992,920 228,873 SH   SOLE   228,873 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104   773,142 58,527 SH   SOLE   58,527 0 0
TASKUS INC CLASS A 87652V109   1,158,550 85,000 SH   SOLE   85,000 0 0
TENCENT MUSIC ENTERTAINMENT GROUP SPON ADS 88034P109   1,608,185 111,602 SH   SOLE   111,602 0 0
TESLA INC COM 88160R101   259,160 1,000 SH   SOLE   1,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   94,151,864 189,172 SH   SOLE   189,172 0 0
TPI COMPOSITES INC COM 87266J104   70,373 87,311 SH   SOLE   87,311 0 0
TRADEWEB MARKETS INC CL A 892672106   49,140,260 331,000 SH   SOLE   331,000 0 0
TRIUMPH GROUP INC COM 896818101   1,649,583 65,098 SH   SOLE   65,098 0 0
TUYA INC SPONSORED ADS 90114C107   9,211,479 3,038,244 SH   SOLE   3,038,244 0 0
VEEVA SYSTEMS INC CL A COM 922475108   4,680,684 20,180 SH   SOLE   20,180 0 0
VERALTO CORP COM SHS 92338C103   1,524,508 15,644 SH   SOLE   15,644 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   61,611,976 126,954 SH   SOLE   126,954 0 0
VESTA REAL ESTATE CORP ADS 92540K109   16,824,440 737,430 SH   SOLE   737,430 0 0
VIPSHOP HOLDINGS LTD SPONSORED ADS A 92763W103   140,548,480 8,959,821 SH   SOLE   8,959,821 0 0
VISA INC COM CL A 92826C839   4,355,868 12,429 SH   SOLE   12,429 0 0
VNET GROUP INC SPONSORED ADS A 90138A103   1,406,103 171,476 SH   SOLE   171,476 0 0
WASTE MANAGEMENT INC COM 94106L109   6,520,248 28,164 SH   SOLE   28,164 0 0
WNS HOLDINGS LTD COM SHS G98196101   614,900 10,000 SH   SOLE   10,000 0 0