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   80,602,423 232,545 SH   SOLE   232,545 0 0
ADOBE INC COM 00724F101   15,793,980 31,300 SH   SOLE   31,300 0 0
ALPHABET INC CAP STK CL A 02079K305   103,942,171 688,678 SH   SOLE   688,678 0 0
AMAZON COM INC COM 023135106   197,082,647 1,092,597 SH   SOLE   1,092,597 0 0
AMERICAN TOWER CORP NEW COM 03027X100   329,185 1,666 SH   SOLE   1,666 0 0
APPLE INC COM 037833100   2,388,374 13,928 SH   SOLE   13,928 0 0
APPLIED MATLS INC COM 038222105   548,160 2,658 SH   SOLE   2,658 0 0
ARISTA NETWORKS INC COM 040413106   457,009 1,576 SH   SOLE   1,576 0 0
AST SPACEMOBILE INC COM CL A 00217D100   736,600 254,000 SH   SOLE   254,000 0 0
AUTODESK INC COM 052769106   1,330,747 5,110 SH   SOLE   5,110 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   366,828 4,200 SH   SOLE   4,200 0 0
BIONTECH SE SPONSORED ADS 09075V102   19,751,832 214,112 SH   SOLE   214,112 0 0
BLACKSKY TECHNOLOGY INC COM CL A 09263B108   1,116,560 821,000 SH   SOLE   821,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107   525,045 7,666 SH   SOLE   7,666 0 0
BROADCOM INC COM 11135F101   28,363,774 21,400 SH   SOLE   21,400 0 0
BRUKER CORP COM 116794108   9,546,559 101,624 SH   SOLE   101,624 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   261,476 840 SH   SOLE   840 0 0
CAMTEK LTD ORD M20791105   19,803,228 236,400 SH   SOLE   236,400 0 0
CBOE GLOBAL MKTS INC COM 12503M108   8,523,051 46,389 SH   SOLE   46,389 0 0
CHART INDS INC COM 16115Q308   404,223 2,454 SH   SOLE   2,454 0 0
CHENIERE ENERGY INC COM NEW 16411R208   289,176 1,793 SH   SOLE   1,793 0 0
CLOUDFLARE INC CL A COM 18915M107   37,047,158 382,600 SH   SOLE   382,600 0 0
CONFLUENT INC CLASS A COM 20717M103   23,811,704 780,200 SH   SOLE   780,200 0 0
COOPER COS INC COM 216648501   3,844,624 37,893 SH   SOLE   37,893 0 0
CREDICORP LTD COM G2519Y108   5,911,244 34,889 SH   SOLE   34,889 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   54,525,627 170,079 SH   SOLE   170,079 0 0
DANAHER CORPORATION COM 235851102   5,754,798 23,045 SH   SOLE   23,045 0 0
DARLING INGREDIENTS INC COM 237266101   2,490,658 53,551 SH   SOLE   53,551 0 0
DATADOG INC CL A COM 23804L103   41,346,672 334,520 SH   SOLE   334,520 0 0
DEERE & CO COM 244199105   2,012,626 4,900 SH   SOLE   4,900 0 0
DIGITALOCEAN HLDGS INC COM 25402D102   18,204,224 476,800 SH   SOLE   476,800 0 0
DYNATRACE INC COM NEW 268150109   12,201,600 262,739 SH   SOLE   262,739 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   41,849,738 437,942 SH   SOLE   437,942 0 0
ELI LILLY & CO COM 532457108   26,318,387 33,830 SH   SOLE   33,830 0 0
ENPHASE ENERGY INC COM 29355A107   25,163,840 208,000 SH   SOLE   208,000 0 0
EOG RES INC COM 26875P101   8,948,800 70,000 SH   SOLE   70,000 0 0
EQUINIX INC COM 29444U700   486,945 590 SH   SOLE   590 0 0
LAUDER ESTEE COS INC CL A 518439104   486,960 3,159 SH   SOLE   3,159 0 0
FACTSET RESH SYS INC COM 303075105   7,830,958 17,234 SH   SOLE   17,234 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106   82,842,862 635,932 SH   SOLE   635,932 0 0
FORTINET INC COM 34959E109   16,981,866 248,600 SH   SOLE   248,600 0 0
GARMIN LTD SHS H2906T109   1,997,092 13,415 SH   SOLE   13,415 0 0
GILAT SATELLITE NETWORKS LTD SHS NEW M51474118   851,424 156,800 SH   SOLE   156,800 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   208,939 7,357 SH   SOLE   7,357 0 0
HUBSPOT INC COM 443573100   1,860,884 2,970 SH   SOLE   2,970 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   975,376 2,444 SH   SOLE   2,444 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   2,182,346 83,423 SH   SOLE   83,423 0 0
IRON MTN INC DEL COM 46284V101   2,772,860 34,570 SH   SOLE   34,570 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106   3,344,041 190,761 SH   SOLE   190,761 0 0
KEURIG DR PEPPER INC COM 49271V100   204,447 6,666 SH   SOLE   6,666 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207   698,440 38,000 SH   SOLE   38,000 0 0
LAM RESEARCH CORP COM 512807108   233,177 240 SH   SOLE   240 0 0
LEIDOS HOLDINGS INC COM 525327102   1,166,701 8,900 SH   SOLE   8,900 0 0
LINDE PLC SHS G54950103   69,771,974 150,267 SH   SOLE   150,267 0 0
MASTERCARD INCORPORATED CL A 57636Q104   88,043,517 182,826 SH   SOLE   182,826 0 0
MERCADOLIBRE INC COM 58733R102   36,740,628 24,300 SH   SOLE   24,300 0 0
META PLATFORMS INC CL A 30303M102   449,648 926 SH   SOLE   926 0 0
MICROSOFT CORP COM 594918104   193,013,294 458,769 SH   SOLE   458,769 0 0
MODERNA INC COM 60770K107   261,072 2,450 SH   SOLE   2,450 0 0
MSCI INC COM 55354G100   11,040,865 19,700 SH   SOLE   19,700 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   289,632 2,100 SH   SOLE   2,100 0 0
NEXTERA ENERGY INC COM 65339F101   2,044,354 31,988 SH   SOLE   31,988 0 0
NICE LTD SPONSORED ADR 653656108   13,404,208 51,432 SH   SOLE   51,432 0 0
NIKE INC CL B 654106103   440,861 4,691 SH   SOLE   4,691 0 0
NVIDIA CORPORATION COM 67066G104   175,586,105 194,327 SH   SOLE   194,327 0 0
ORACLE CORP COM 68389X105   68,687,442 546,831 SH   SOLE   546,831 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   20,969,013 911,300 SH   SOLE   911,300 0 0
PALO ALTO NETWORKS INC COM 697435105   37,432,139 131,743 SH   SOLE   131,743 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   11,566,875 99,500 SH   SOLE   99,500 0 0
PLANET FITNESS INC CL A 72703H101   9,971,761 159,217 SH   SOLE   159,217 0 0
PLANET LABS PBC COM CL A 72703X106   2,555,100 1,002,000 SH   SOLE   1,002,000 0 0
PROLOGIS INC. COM 74340W103   429,726 3,300 SH   SOLE   3,300 0 0
REDWIRE CORPORATION COM 75776W103   1,813,070 413,000 SH   SOLE   413,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107   423,496 440 SH   SOLE   440 0 0
REPUBLIC SVCS INC COM 760759100   701,820 3,666 SH   SOLE   3,666 0 0
ROCKET LAB USA INC COM 773122106   4,325,969 1,052,547 SH   SOLE   1,052,547 0 0
ROLLINS INC COM 775711104   1,216,022 26,281 SH   SOLE   26,281 0 0
SALESFORCE INC COM 79466L302   25,781,008 85,600 SH   SOLE   85,600 0 0
SERVICENOW INC COM 81762P102   50,299,340 65,975 SH   SOLE   65,975 0 0
SHOPIFY INC CL A 82509L107   21,383,807 277,100 SH   SOLE   277,100 0 0
SIRIUS XM HOLDINGS INC COM 82968B103   938,960 242,000 SH   SOLE   242,000 0 0
SNOWFLAKE INC CL A 833445109   34,954,080 216,300 SH   SOLE   216,300 0 0
SPIRE GLOBAL INC COM CL A NEW 848560306   924,000 77,000 SH   SOLE   77,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   20,098,624 76,160 SH   SOLE   76,160 0 0
STERIS PLC SHS USD G8473T100   9,263,259 41,203 SH   SOLE   41,203 0 0
STRYKER CORPORATION COM 863667101   62,541,362 174,760 SH   SOLE   174,760 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   89,521,445 658,004 SH   SOLE   658,004 0 0
TERADYNE INC COM 880770102   315,924 2,800 SH   SOLE   2,800 0 0
TESLA INC COM 88160R101   23,955,959 136,276 SH   SOLE   136,276 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   62,892,735 108,210 SH   SOLE   108,210 0 0
T-MOBILE US INC COM 872590104   1,703,364 10,436 SH   SOLE   10,436 0 0
TOLL BROTHERS INC COM 889478103   336,362 2,600 SH   SOLE   2,600 0 0
THE TRADE DESK INC COM CL A 88339J105   5,532,463 63,286 SH   SOLE   63,286 0 0
TRIMBLE INC COM 896239100   1,820,745 28,290 SH   SOLE   28,290 0 0
UNITEDHEALTH GROUP INC COM 91324P102   769,754 1,556 SH   SOLE   1,556 0 0
VEEVA SYS INC CL A COM 922475108   12,578,219 54,289 SH   SOLE   54,289 0 0
VERISK ANALYTICS INC COM 92345Y106   1,874,054 7,950 SH   SOLE   7,950 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   271,356 6,467 SH   SOLE   6,467 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   372,029 890 SH   SOLE   890 0 0
VISA INC COM CL A 92826C839   146,542,118 525,090 SH   SOLE   525,090 0 0
YUM BRANDS INC COM 988498101   13,274,074 95,738 SH   SOLE   95,738 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   16,927,680 1,056,000 SH   SOLE   1,056,000 0 0
ZSCALER INC COM 98980G102   39,726,085 206,230 SH   SOLE   206,230 0 0