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
AMAZON COM INC COM 023135106   7,260,909 47,788 SH   SOLE   47,788 0 0
BENTLEY SYS INC COM CL B 08265T208   9,696,975 185,837 SH   SOLE   185,837 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   14,391,839 6,293 SH   SOLE   6,293 0 0
COPART INC COM 217204106   4,916,611 100,339 SH   SOLE   100,339 0 0
COSTAR GROUP INC COM 22160N109   13,035,092 149,160 SH   SOLE   149,160 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   20,377,345 93,026 SH   SOLE   93,026 0 0
DATADOG INC CL A COM 23804L103   23,094,730 190,268 SH   SOLE   190,268 0 0
DYNATRACE INC COM NEW 268150109   12,977,226 237,287 SH   SOLE   237,287 0 0
FAIR ISAAC CORP COM 303250104   11,075,555 9,515 SH   SOLE   9,515 0 0
FERRARI N V COM N3167Y103   20,075,329 59,319 SH   SOLE   59,319 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   1,931,321 23,297 SH   SOLE   23,297 0 0
LULULEMON ATHLETICA INC COM 550021109   11,365,465 22,229 SH   SOLE   22,229 0 0
MANHATTAN ASSOCIATES INC COM 562750109   17,410,775 80,860 SH   SOLE   80,860 0 0
META PLATFORMS INC CL A 30303M102   13,864,259 39,169 SH   SOLE   39,169 0 0
MICROSOFT CORP COM 594918104   8,632,374 22,956 SH   SOLE   22,956 0 0
MONGODB INC CL A 60937P106   7,424,307 18,159 SH   SOLE   18,159 0 0
MSCI INC COM 55354G100   12,859,487 22,734 SH   SOLE   22,734 0 0
PALO ALTO NETWORKS INC COM 697435105   16,310,992 55,314 SH   SOLE   55,314 0 0
PTC INC COM 69370C100   7,493,537 42,830 SH   SOLE   42,830 0 0
SERVICENOW INC COM 81762P102   17,394,490 24,621 SH   SOLE   24,621 0 0
SHOPIFY INC CL A 82509L107   10,446,935 134,107 SH   SOLE   134,107 0 0
THE TRADE DESK INC COM CL A 88339J105   6,188,128 85,994 SH   SOLE   85,994 0 0
TJX COS INC NEW COM 872540109   12,705,345 135,437 SH   SOLE   135,437 0 0
WORKDAY INC CL A 98138H101   12,897,523 46,720 SH   SOLE   46,720 0 0
ZSCALER INC COM 98980G102   8,964,539 40,461 SH   SOLE   40,461 0 0