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
ACV AUCTIONS INC COM CL A 00091G104   14,812,731 977,738 SH   SOLE   977,738 0 0
ALCON AG ORD SHS H01301128   828,619 10,607 SH   SOLE   10,607 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,477,728 19,065 SH   SOLE   19,065 0 0
AMAZON COM INC COM 023135106   9,058,359 59,618 SH   SOLE   59,618 0 0
API GROUP CORP COM STK 00187Y100   5,138,827 148,521 SH   SOLE   148,521 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   292,299 4,340 SH   SOLE   4,340 0 0
ATKORE INC COM 047649108   13,320,800 83,255 SH   SOLE   83,255 0 0
AVANTOR INC COM 05352A100   1,400,278 61,335 SH   SOLE   61,335 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102   15,137,594 1,221,759 SH   SOLE   1,221,759 0 0
BOOT BARN HLDGS INC COM 099406100   12,030,748 156,732 SH   SOLE   156,732 0 0
BRUNSWICK CORP COM 117043109   16,427,086 169,789 SH   SOLE   169,789 0 0
CLEAN HARBORS INC COM 184496107   14,308,773 81,994 SH   SOLE   81,994 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   3,217,268 48,206 SH   SOLE   48,206 0 0
COSTAR GROUP INC COM 22160N109   2,142,978 24,522 SH   SOLE   24,522 0 0
CRH PLC ORD G25508105   7,807,334 112,888 SH   SOLE   112,888 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   19,804,091 90,409 SH   SOLE   90,409 0 0
DESCARTES SYS GROUP INC COM 249906108   13,307,622 158,297 SH   SOLE   158,297 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   19,710,439 535,901 SH   SOLE   535,901 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   5,215,807 219,798 SH   SOLE   219,798 0 0
ENPRO INC COM 29355X107   15,218,357 97,093 SH   SOLE   97,093 0 0
FEDERAL SIGNAL CORP COM 313855108   12,657,956 164,946 SH   SOLE   164,946 0 0
FIRST SOLAR INC COM 336433107   1,372,382 7,966 SH   SOLE   7,966 0 0
FIVE9 INC COM 338307101   6,400,487 81,338 SH   SOLE   81,338 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,327,333 31,180 SH   SOLE   31,180 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   3,642,078 59,550 SH   SOLE   59,550 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   799,683 11,916 SH   SOLE   11,916 0 0
ICICI BANK LIMITED ADR 45104G104   3,324,869 139,466 SH   SOLE   139,466 0 0
INTEGRAL AD SCIENCE HLDNG CO COM 45828L108   15,599,911 1,084,080 SH   SOLE   1,084,080 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   4,298,809 33,472 SH   SOLE   33,472 0 0
INTERCONTINENTAL HOTELS GROU SPONSORED ADS 45857P806   394,809 4,330 SH   SOLE   4,330 0 0
ISHARES TR MSCI EAFE ETF 464287465   793,586 10,532 SH   SOLE   10,532 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109   11,300,068 1,002,668 SH   SOLE   1,002,668 0 0
LINDE PLC SHS G54950103   6,977,552 16,989 SH   SOLE   16,989 0 0
LINDE PLC SHS G54950103   20,953,603 51,018 SH   DFND   0 51,018 0
LOGITECH INTL S A SHS H50430232   11,482,184 121,126 SH   DFND   0 121,126 0
MAPLEBEAR INC COM 565394103   2,013,468 85,789 SH   SOLE   85,789 0 0
MARATHON OIL CORP COM 565849106   2,390,680 98,952 SH   SOLE   98,952 0 0
MARKETAXESS HLDGS INC COM 57060D108   739,446 2,525 SH   SOLE   2,525 0 0
MASTERCARD INCORPORATED CL A 57636Q104   5,552,307 13,018 SH   SOLE   13,018 0 0
MEDTRONIC PLC SHS G5960L103   2,771,098 33,638 SH   SOLE   33,638 0 0
META PLATFORMS INC CL A 30303M102   3,122,281 8,821 SH   SOLE   8,821 0 0
MICROSOFT CORP COM 594918104   11,378,594 30,259 SH   SOLE   30,259 0 0
MKS INSTRS INC COM 55306N104   22,352,211 217,286 SH   SOLE   217,286 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101   10,522,511 327,498 SH   SOLE   327,498 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   1,113,636 15,197 SH   SOLE   15,197 0 0
NEW YORK TIMES CO CL A 650111107   16,278,397 332,280 SH   SOLE   332,280 0 0
NOBLE CORP PLC ORD SHS A G65431127   4,485,863 93,145 SH   SOLE   93,145 0 0
NOVO-NORDISK A S ADR 670100205   3,270,882 31,618 SH   SOLE   31,618 0 0
NVIDIA CORPORATION COM 67066G104   2,393,398 4,833 SH   SOLE   4,833 0 0
NVIDIA CORPORATION COM 67066G104   17,077,662 34,485 SH   DFND   0 34,485 0
OPTION CARE HEALTH INC COM NEW 68404L201   13,676,725 405,958 SH   SOLE   405,958 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   1,623,309 11,095 SH   SOLE   11,095 0 0
PRIMO WATER CORPORATION COM 74167P108   2,382,761 158,323 SH   SOLE   158,323 0 0
RH COM 74967X103   685,269 2,351 SH   SOLE   2,351 0 0
S&P GLOBAL INC COM 78409V104   4,621,495 10,491 SH   SOLE   10,491 0 0
SALESFORCE INC COM 79466L302   4,680,471 17,787 SH   SOLE   17,787 0 0
SAP SE SPON ADR 803054204   1,387,754 8,977 SH   SOLE   8,977 0 0
SHAKE SHACK INC CL A 819047101   13,551,211 182,828 SH   SOLE   182,828 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   10,644,725 65,506 SH   SOLE   65,506 0 0
SKYLINE CHAMPION CORPORATION COM 830830105   12,650,340 170,352 SH   SOLE   170,352 0 0
SONY GROUP CORP SPONSORED ADR 835699307   10,800,057 114,057 SH   SOLE   114,057 0 0
SPLUNK INC COM 848637104   2,608,080 17,119 SH   SOLE   17,119 0 0
STELLANTIS N.V SHS N82405106   1,576,137 67,509 SH   SOLE   67,509 0 0
STELLANTIS N.V SHS N82405106   5,524,826 236,639 SH   DFND   0 236,639 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   8,177,520 78,630 SH   SOLE   78,630 0 0
T-MOBILE US INC COM 872590104   3,420,320 21,333 SH   SOLE   21,333 0 0
TRADEWEB MKTS INC CL A 892672106   6,929,782 76,252 SH   SOLE   76,252 0 0
TREX CO INC COM 89531P105   16,903,152 204,169 SH   SOLE   204,169 0 0
UBER TECHNOLOGIES INC COM 90353T100   2,921,250 47,446 SH   SOLE   47,446 0 0
VAIL RESORTS INC COM 91879Q109   14,252,325 66,765 SH   SOLE   66,765 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   3,000,670 73,009 SH   SOLE   73,009 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768   7,733,081 133,421 SH   SOLE   133,421 0 0
VERTEX INC CL A 92538J106   12,463,629 462,644 SH   SOLE   462,644 0 0
VESTIS CORPORATION COM SHS 29430C102   2,272,487 107,497 SH   SOLE   107,497 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   1,588,072 35,687 SH   SOLE   35,687 0 0
XPO INC COM 983793100   1,960,089 22,378 SH   SOLE   22,378 0 0
YUM CHINA HLDGS INC COM 98850P109   2,425,638 57,168 SH   SOLE   57,168 0 0