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   9,062,462 30,366 SH   SOLE   30,366 0 0
ADOBE INC COM 00724F101   7,758,236 20,062 SH   SOLE   20,062 0 0
AGNICO EAGLE MINES LTD COM 008474108   30,650,402 257,718 SH   SOLE   257,718 0 0
AIRBNB INC COM CL A 009066101   51,740,970 390,970 SH   SOLE   390,970 0 0
ALAMOS GOLD INC COM CL A 011532108   4,184,342 157,543 SH   SOLE   157,543 0 0
ALIGN TECHNOLOGY INC COM 016255101   9,923,840 52,453 SH   SOLE   52,453 0 0
ALPHABET INC CAP STK CL A 02079K305   462,763,219 2,625,815 SH   SOLE   2,625,815 0 0
ALPHABET INC CAP STK CL A 02079K305   2,009 11,400 PRN Call SOLE   11,400 0 0
AMAZON.COM INC COM 023135106   475,178,011 2,165,476 SH   SOLE   2,165,476 0 0
AMPHENOL CORP CL A 032095101   192,216,875 1,946,500 SH   SOLE   1,946,500 0 0
ANSYS INC COM 03662Q105   11,497,009 32,796 SH   SOLE   32,796 0 0
APPLE INC COM 037833100   5,783,742 28,190 SH   SOLE   28,190 0 0
ARCHER AVIATION INC COM CL A 03945R102   1,032 95,100 PRN Call SOLE   95,100 0 0
ARISTA NETWORKS INC COM SHS 040413205   103,281,945 1,009,500 SH   SOLE   1,009,500 0 0
ASTERA LABS INC COM 04626A103   2,350,920 26,000 SH   SOLE   26,000 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102   2,103,068 214,818 SH   SOLE   214,818 0 0
BIONTECH SE SPONSORED ADS 09075V102   18,782,605 176,351 SH   SOLE   176,351 0 0
BLOCK INC CL A 852234103   139,529,986 2,054,026 SH   SOLE   2,054,026 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109   7,008,370 54,676 SH   SOLE   54,676 0 0
BRIDGE INVESTMENT GROUP HOLDINGS INC COM CL A 10806B100   888,938 88,805 SH   SOLE   88,805 0 0
BROADCOM INC COM 11135F101   229,650,631 833,124 SH   SOLE   833,124 0 0
CADENCE DESIGN SYSTEMS INC COM 127387108   109,081,266 354,026 SH   SOLE   354,026 0 0
CANTALOUPE INC COM 138103106   3,587,861 326,466 SH   SOLE   326,466 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   17,577,768 63,600 SH   SOLE   63,600 0 0
CELESTICA INC COM 15101Q207   50,813,805 325,500 SH   SOLE   325,500 0 0
CENCORA INC COM 03073E105   276,607,215 922,491 SH   SOLE   922,491 0 0
CENTENE CORP COM 15135B101   116,725,232 2,150,428 SH   SOLE   2,150,428 0 0
CHAMPIONX CORP COM 15872M104   9,411,379 378,880 SH   SOLE   378,880 0 0
CISCO SYSTEMS INC COM 17275R102   5,645,312 81,368 SH   SOLE   81,368 0 0
CLEARSIDE BIOMEDICAL INC COM 185063104   1,206,674 1,508,342 SH   SOLE   1,508,342 0 0
COMFORT SYSTEMS USA INC COM 199908104   70,078,191 130,699 SH   SOLE   130,699 0 0
COSTCO WHOLESALE CORP COM 22160K105   4,949,700 5,000 SH   SOLE   5,000 0 0
CUREVAC NV COM N2451R105   470,303 86,612 SH   SOLE   86,612 0 0
DANAHER CORP COM 235851102   15,038,490 76,055 SH   SOLE   76,055 0 0
DATADOG INC CL A COM 23804L103   513,409 3,822 SH   SOLE   3,822 0 0
DELL TECHNOLOGIES INC CL C 24703L202   415,001 3,385 SH   SOLE   3,385 0 0
DOXIMITY INC CL A 26622P107   25,470,086 415,228 SH   SOLE   415,228 0 0
DUN & BRADSTREET HOLDINGS INC COM 26484T106   10,960,577 1,205,784 SH   SOLE   1,205,784 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103   4,656,646 1,441,686 SH   SOLE   1,441,686 0 0
EATON CORP PLC SHS G29183103   136,013,190 381,000 SH   SOLE   381,000 0 0
EHANG HOLDINGS LTD ADS 26853E102   1,848,475 106,479 SH   SOLE   106,479 0 0
ELI LILLY & CO COM 532457108   78,973,833 101,326 SH   SOLE   101,326 0 0
ENSTAR GROUP LTD SHS G3075P101   9,616,196 28,589 SH   SOLE   28,589 0 0
EQUIFAX INC COM 294429105   150,693,664 581,098 SH   SOLE   581,098 0 0
FARO TECHNOLOGIES INC COM 311642AB8   7,522,925 171,287 SH   SOLE   171,287 0 0
FRANCO-NEVADA CORP COM 351858105   3,204,636 19,550 SH   SOLE   19,550 0 0
FRONTIER COMMUNICATIONS PARENT INC COM 35909D109   10,586,321 290,833 SH   SOLE   290,833 0 0
GAOTU TECHEDU INC SPONSORED ADS 36257Y109   754,735 209,068 SH   SOLE   209,068 0 0
GARMIN LTD SHS H2906T109   166,976 800 SH   SOLE   800 0 0
GE AEROSPACE COM NEW 369604301   52,977,297 205,825 SH   SOLE   205,825 0 0
GLOBAL BLUE GROUP HOLDING AG ORD SHS H33700107   4,507,936 603,472 SH   SOLE   603,472 0 0
GLOBANT SA COM L44385109   363,360 4,000 SH   SOLE   4,000 0 0
GLOBE LIFE INC COM 37959E102   9,197,460 74,000 SH   SOLE   74,000 0 0
GRUPO FINANCIERO GALICIA SA SPONSORED ADR 399909100   3,888,816 77,070 SH   SOLE   77,070 0 0
GUILD HOLDINGS CO CL A 40172N107   2,364,611 119,606 SH   SOLE   119,606 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   19,578,459 576,907 SH   SOLE   576,907 0 0
HILTON WORLDWIDE HOLDINGS INC COM 43300A203   3,012,572 11,311 SH   SOLE   11,311 0 0
HOME DEPOT INC/THE COM 437076102   16,629,526 45,328 SH   SOLE   45,328 0 0
INFORMATICA INC COM CL A 45674M101   4,740,263 194,672 SH   SOLE   194,672 0 0
INTERACTIVE BROKERS GROUP INC COM CL A 45841N107   250,234 4,514 SH   SOLE   4,514 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104   195,996,579 1,068,406 SH   SOLE   1,068,406 0 0
INTERPUBLIC GROUP OF COS INC/THE COM 460690100   3,470,432 141,766 SH   SOLE   141,766 0 0
INTUIT INC COM 461202103   10,255,684 13,042 SH   SOLE   13,042 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   6,555,890 12,103 SH   SOLE   12,103 0 0
ITAU UNIBANCO HOLDING SA SPON ADR REP PFD 465562106   95,373,087 14,046,110 SH   SOLE   14,046,110 0 0
JPMORGAN CHASE & CO COM 46625H100   3,205,535 11,057 SH   SOLE   11,057 0 0
JUNIPER NETWORKS INC COM 48203R104   3,332,318 83,454 SH   SOLE   83,454 0 0
KASPI.KZ JSC SPONSORED ADS 48581R205   15,633,388 184,030 SH   SOLE   184,030 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   35,885,340 219,000 SH   SOLE   219,000 0 0
KLA CORP COM NEW 482480100   39,502,134 44,100 SH   SOLE   44,100 0 0
KT CORP SPONSORED ADR 48268K101   623,400 30,000 SH   SOLE   30,000 0 0
LANTHEUS HOLDINGS INC COM 516544103   24,312,420 297,000 SH   SOLE   297,000 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203   935,200 40,000 SH   SOLE   40,000 0 0
LINDE PLC SHS G54950103   49,354,921 105,194 SH   SOLE   105,194 0 0
LULULEMON ATHLETICA INC COM 550021109   16,393,020 69,000 SH   SOLE   69,000 0 0
MARRIOTT INTERNATIONAL INC/MD CL A 571903202   3,066,782 11,225 SH   SOLE   11,225 0 0
MASTERCARD INC CL A 57636Q104   3,765 6,700 PRN Call SOLE   6,700 0 0
MCKESSON CORP COM 58155Q103   285,854,607 390,112 SH   SOLE   390,112 0 0
MERCADOLIBRE INC COM 58733R102   356,533,802 136,441 SH   SOLE   136,441 0 0
MERUS NV COM N5749R100   11,304,092 214,722 SH   SOLE   214,722 0 0
META PLATFORMS INC CL A 30303M102   152,408,204 206,490 SH   SOLE   206,490 0 0
MICROSOFT CORP COM 594918104   243,016,444 488,624 SH   SOLE   488,624 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   28,805,910 599,000 SH   SOLE   599,000 0 0
MRC GLOBAL INC COM 55345K103   1,143,524 83,408 SH   SOLE   83,408 0 0
NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC SPON ADR 647581206   14,316,913 265,333 SH   SOLE   265,333 0 0
NEWMONT CORP COM 651639106   36,159,127 620,651 SH   SOLE   620,651 0 0
NIKE INC CL B 654106103   44,911 632,200 PRN Call SOLE   632,200 0 0
NVIDIA CORP COM 67066G104   589,924,948 3,733,985 SH   SOLE   3,733,985 0 0
NVIDIA CORP COM 67066G104   3,255 20,600 PRN Call SOLE   20,600 0 0
ORACLE CORP COM 68389X105   12,146,778 55,808 SH   SOLE   55,808 0 0
O'REILLY AUTOMOTIVE INC COM 67103H107   57,353,324 636,340 SH   SOLE   636,340 0 0
PARKER-HANNIFIN CORP COM 701094104   31,437,436 45,009 SH   SOLE   45,009 0 0
PROASSURANCE CORP COM 74267C106   2,277,498 99,759 SH   SOLE   99,759 0 0
PROCTER & GAMBLE CO/THE COM 742718109   27,869,837 174,852 SH   SOLE   174,852 0 0
RADIUS RECYCLING INC CL A 806882106   4,654,115 156,757 SH   SOLE   156,757 0 0
REDFIN CORP COM 75737F108   300,093 26,818 SH   SOLE   26,818 0 0
RENEW ENERGY GLOBAL PLC CL A SHS G7500M104   345,500 50,000 SH   SOLE   50,000 0 0
ROBLOX CORP CL A 771049103   5,896 18,900 PRN Call SOLE   18,900 0 0
S&P GLOBAL INC COM 78409V104   246,242,988 467,109 SH   SOLE   467,109 0 0
SALESFORCE INC COM 79466L302   64,913,854 238,050 SH   SOLE   238,050 0 0
SEA LTD SPONSORD ADS 81141R100   45,323,945 283,455 SH   SOLE   283,455 0 0
SERVICENOW INC COM 81762P102   126,871,562 123,415 SH   SOLE   123,415 0 0
SHERWIN-WILLIAMS CO/THE COM 824348106   2,620,524 7,632 SH   SOLE   7,632 0 0
SKECHERS USA INC CL A 830566105   2,131,897 33,786 SH   SOLE   33,786 0 0
SPOTIFY TECHNOLOGY SA SHS L8681T102   466,543 608 SH   SOLE   608 0 0
SPRINGWORKS THERAPEUTICS INC COM 85205L107   6,992,394 148,806 SH   SOLE   148,806 0 0
STRYKER CORP COM 863667101   7,729,359 19,556 SH   SOLE   19,556 0 0
SURMODICS INC COM 868873100   820,650 27,622 SH   SOLE   27,622 0 0
SYNOPSYS INC COM 871607107   88,711,071 173,034 SH   SOLE   173,034 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPONSORED ADS 874039100   2,893,410 12,775 SH   SOLE   12,775 0 0
TASKUS INC CLASS A COM 87652V109   2,874,457 171,507 SH   SOLE   171,507 0 0
TENCENT MUSIC ENTERTAINMENT GROUP SPON ADS 88034P109   2,675,373 137,269 SH   SOLE   137,269 0 0
TESLA INC COM 88160R101   158,830 500 SH   SOLE   500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   158,667,099 391,279 SH   SOLE   391,279 0 0
TRADEWEB MARKETS INC CL A 892672106   83,872,560 572,900 SH   SOLE   572,900 0 0
TRIUMPH GROUP INC COM 896818101   2,312,814 89,818 SH   SOLE   89,818 0 0
TUYA INC SPONSERED ADS 90114C107   5,038,526 2,180,501 SH   SOLE   2,180,501 0 0
UNITEDHEALTH GROUP INC COM 91324P102   686 2,200 PRN Call SOLE   2,200 0 0
VEEVA SYSTEMS INC CL A COM 922475108   374,374 1,300 SH   SOLE   1,300 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   101,156,475 227,296 SH   SOLE   227,296 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   1,284,100 10,000 SH   SOLE   10,000 0 0
VESTA REAL ESTATE CORP ADS 92540K109   21,043,369 768,515 SH   SOLE   768,515 0 0
VIGIL NEUROSCIENCE INC COM 92673K108   1,921,952 241,755 SH   SOLE   241,755 0 0
VIPSHOP HOLDINGS LTD SPONSORED ADS A 92763W103   143,170,984 9,510,664 SH   SOLE   9,510,664 0 0
VISA INC COM CL A 92826C839   4,412,916 12,429 SH   SOLE   12,429 0 0
VNET GROUP INC SPONSORED ADS A 90138A103   2,011,019 291,452 SH   SOLE   291,452 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   4,760,538 414,681 SH   SOLE   414,681 0 0
WNS HOLDINGS LTD COM SHS G98196101   632,400 10,000 SH   SOLE   10,000 0 0
YETI HOLDINGS INC COM 98585X104   1,835,315 58,227 SH   SOLE   58,227 0 0