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
hours per response: 23.8
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 IRELAND SHS CLASS A G1151C101 BBG001SCXK90 46,907,115 164,163 SH   SOLE   164,163 0 0
AERCAP HOLDINGS NV SHS N00985106 BBG001SNX4Y4 506,194 8,999 SH   SOLE   8,999 0 0
ALLEGION PLC ORD SHS G0176J109 BBG003PS7JW0 542,717 5,084 SH   SOLE   5,084 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103 BBG0068Q7725 659,766 22,312 SH   SOLE   22,312 0 0
AUDIOCODES LTD ORD M15342104 BBG001SCN111 961,471 63,758 SH   SOLE   63,758 0 0
CAESARSTONE LTD ORD SHS M20598104 BBG002NJVNH5 176,291 42,789 SH   SOLE   42,789 0 0
CAMTEK LTD ORD M20791105 BBG001SBFT84 1,438,541 50,778 SH   SOLE   50,778 0 0
CHUBB LIMITED COM H1467J104 BBG001S8S1L3 1,733,253 8,929 SH   SOLE   8,929 0 0
CNH INDL N V SHS N20944109 BBG0059JSF67 1,174,796 76,517 SH   SOLE   76,517 0 0
ELASTIC N V ORD SHS N14506104 BBG00LWZDZ26 1,307,242 22,601 SH   SOLE   22,601 0 0
FERRARI N V COM N3167Y103 BBG009PH3Q95 32,168,706 118,334 SH   SOLE   118,334 0 0
FIVERR INTL LTD ORD SHS M4R82T106 BBG002YSC5N6 3,187,253 91,273 SH   SOLE   91,273 0 0
FUSION FUEL GREEN PLC CL A G3R25D118 BBG00VZRQFC8 31,572 13,155 SH   SOLE   13,155 0 0
GAMBLING COM GROUP LIMITED ORDINARY SHARES G3R239101 BBG011M1LSF8 112,083 11,333 SH   SOLE   11,333 0 0
GARMIN LTD SHS H2906T109 BBG001SG0H12 2,187,542 21,676 SH   SOLE   21,676 0 0
GLOBANT S A COM L44385109 BBG00564Y4W2 897,518 5,468 SH   SOLE   5,468 0 0
ICON PLC SHS G4705A100 BBG001SDCL35 2,558,501 11,978 SH   SOLE   11,978 0 0
INFORMATION SVCS GROUP INC COM 45675Y104 BBG001SRNBD3 88,565 17,417 SH   SOLE   17,417 0 0
JFROG LTD ORD SHS M6191J100 BBG006PWZX25 1,456,397 73,779 SH   SOLE   73,779 0 0
KORNIT DIGITAL LTD SHS M6372Q113 BBG0086KNCF3 1,452,871 75,045 SH   SOLE   75,045 0 0
LEONARDO DRS INC COM 52661A108 BBG00ZSB4TT8 714,863 60,589 SH   SOLE   60,589 0 0
LINDE PLC SHS G54950103 BBG01FND0CH6 7,684,087 21,638 SH   SOLE   21,638 0 0
MAXEON SOLAR TECHNOLOGIES LT SHS Y58473102 BBG00QTW1ZP4 3,781,984 142,555 SH   SOLE   142,555 0 0
MONDAY COM LTD SHS M7S64H106 BBG00GF8K4X3 6,349,520 44,480 SH   SOLE   44,480 0 0
NOVA LTD COM M7516K103 BBG001SD4C89 1,219,785 11,686 SH   SOLE   11,686 0 0
NVENT ELECTRIC PLC SHS G6700G107 BBG00GNT7B03 730,968 17,023 SH   SOLE   17,023 0 0
ON HLDG AG NAMEN AKT A H5919C104 BBG00LQK89G5 9,530,919 307,449 SH   SOLE   307,449 0 0
ORION ENGINEERED CARBONS S A COM L72967109 BBG006MC4LQ6 225,913 8,659 SH   SOLE   8,659 0 0
PERION NETWORK LTD SHS NEW M78673114 BBG001SJ0148 5,388,069 136,028 SH   SOLE   136,028 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 BBG00DXB1HL8 199,136 20,765 SH   SOLE   20,765 0 0
RISKIFIED LTD SHS CL A M8216R109 BBG011P2TDB2 215,002 38,121 SH   SOLE   38,121 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 BBG001S5RMJ7 4,972,769 76,141 SH   SOLE   76,141 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 BBG00JPGYWV3 1,204,103 24,058 SH   SOLE   24,058 0 0
SILICOM LTD ORD M84116108 BBG001S7Q253 340,093 9,108 SH   SOLE   9,108 0 0
SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103 BBG0125CMST5 662,119 56,932 SH   SOLE   56,932 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG003T4VFD1 7,746,486 57,974 SH   SOLE   57,974 0 0
STELLANTIS N.V SHS N82405106 BBG0078ZLDH8 39,429,364 2,160,560 SH   SOLE   2,160,560 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 BBG001S5WDM7 10,240,758 191,857 SH   SOLE   191,857 0 0
TE CONNECTIVITY LTD SHS H84989104 BBG001STLRP3 2,947,840 22,482 SH   SOLE   22,482 0 0
TRANSOCEAN LTD REG SHS H8817H100 BBG001S7B678 10,023,762 1,581,035 SH   SOLE   1,581,035 0 0
WEATHERFORD INTL PLC ORD SHS G48833118 BBG00R4SQJS4 3,736,973 62,965 SH   SOLE   62,965 0 0
WIX COM LTD SHS M98068105 BBG004336Q89 2,586,374 25,900 SH   SOLE   25,900 0 0