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
3M CO COM 88579Y101   3,699,102 27,060 SH   SOLE   27,060 0 0
ACV AUCTIONS INC COM CL A 00091G104   30,177,283 1,484,372 SH   SOLE   1,484,372 0 0
ALCON AG ORD SHS H01301128   3,584,507 35,820 SH   SOLE   35,820 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   3,982,790 37,531 SH   SOLE   37,531 0 0
AMAZON COM INC COM 023135106   5,332,578 28,619 SH   SOLE   28,619 0 0
API GROUP CORP COM STK 00187Y100   5,130,648 155,380 SH   SOLE   155,380 0 0
APPLE INC COM 037833100   4,544,665 19,505 SH   SOLE   19,505 0 0
ARHAUS INC COM CL A 04035M102   23,057,886 1,873,102 SH   SOLE   1,873,102 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   2,628,060 33,732 SH   SOLE   33,732 0 0
ATMUS FILTRATION TECHNOLOGIE COM 04956D107   3,879,589 103,373 SH   SOLE   103,373 0 0
BRUNSWICK CORP COM 117043109   25,038,459 298,717 SH   SOLE   298,717 0 0
BURFORD CAP LTD ORD SHS G17977110   7,990,131 602,574 SH   SOLE   602,574 0 0
CAVA GROUP INC COM 148929102   28,461,721 229,808 SH   SOLE   229,808 0 0
CHAMPION HOMES INC COM 830830105   13,512,426 142,461 SH   SOLE   142,461 0 0
CHEWY INC CL A 16679L109   3,164,023 108,024 SH   SOLE   108,024 0 0
CLEAN HARBORS INC COM 184496107   25,958,445 107,395 SH   SOLE   107,395 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   4,470,323 56,766 SH   SOLE   56,766 0 0
COHERENT CORP COM 19247G107   892,656 10,040 SH   SOLE   10,040 0 0
CONSTELLATION ENERGY CORP COM 21037T109   4,197,763 16,144 SH   SOLE   16,144 0 0
CRH PLC ORD G25508105   10,625,407 114,572 SH   SOLE   114,572 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   26,933,100 92,360 SH   SOLE   92,360 0 0
DESCARTES SYS GROUP INC COM 249906108   25,061,403 243,600 SH   SOLE   243,600 0 0
DOORDASH INC CL A 25809K105   4,662,133 32,664 SH   SOLE   32,664 0 0
DUOLINGO INC CL A COM 26603R106   21,873,471 77,560 SH   SOLE   77,560 0 0
ENPRO INC COM 29355X107   26,113,251 161,014 SH   SOLE   161,014 0 0
FEDERAL SIGNAL CORP COM 313855108   18,162,175 194,331 SH   SOLE   194,331 0 0
FLUTTER ENTMT PLC SHS G3643J108   1,842,005 7,763 SH   SOLE   7,763 0 0
FREEPORT-MCMORAN INC CL B 35671D857   3,213,550 64,374 SH   SOLE   64,374 0 0
FTAI AVIATION LTD SHS G3730V105   2,589,158 19,482 SH   SOLE   19,482 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   2,792,618 53,632 SH   SOLE   53,632 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   6,658,386 106,432 SH   SOLE   106,432 0 0
ICICI BANK LIMITED ADR 45104G104   4,285,714 143,575 SH   SOLE   143,575 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   6,111,709 38,046 SH   SOLE   38,046 0 0
INTERCONTINENTAL HOTELS GROU SPONSORED ADS 45857P806   1,739,223 15,741 SH   SOLE   15,741 0 0
INTERNATIONAL PAPER CO COM 460146103   1,784,881 36,538 SH   SOLE   36,538 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109   11,040,661 1,193,585 SH   SOLE   1,193,585 0 0
LINDE PLC SHS G54950103   16,512,231 34,627 SH   DFND   0 34,627 0
LINDE PLC SHS G54950103   4,245,961 8,904 SH   SOLE   8,904 0 0
LITTELFUSE INC COM 537008104   3,556,207 13,407 SH   SOLE   13,407 0 0
MAPLEBEAR INC COM 565394103   2,308,084 56,654 SH   SOLE   56,654 0 0
MEDTRONIC PLC SHS G5960L103   5,733,651 63,686 SH   SOLE   63,686 0 0
META PLATFORMS INC CL A 30303M102   1,575,355 2,752 SH   SOLE   2,752 0 0
MICROSOFT CORP COM 594918104   6,966,557 16,190 SH   SOLE   16,190 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101   4,087,332 369,226 SH   SOLE   369,226 0 0
MKS INSTRS INC COM 55306N104   27,085,531 249,154 SH   SOLE   249,154 0 0
NASDAQ INC COM 631103108   10,870,459 148,890 SH   SOLE   148,890 0 0
NATERA INC COM 632307104   9,468,566 74,585 SH   DFND   0 74,585 0
NOBLE CORP PLC ORD SHS A G65431127   1,871,257 51,778 SH   SOLE   51,778 0 0
NOVO-NORDISK A S ADR 670100205   6,484,552 54,460 SH   SOLE   54,460 0 0
NVIDIA CORPORATION COM 67066G104   5,622,308 46,297 SH   SOLE   46,297 0 0
NVIDIA CORPORATION COM 67066G104   13,852,539 114,069 SH   DFND   0 114,069 0
ONESTREAM INC CL A 68278B107   10,670,839 314,774 SH   SOLE   314,774 0 0
PRIMO WATER CORPORATION COM 74167P108   6,395,876 253,302 SH   SOLE   253,302 0 0
REGAL REXNORD CORPORATION COM 758750103   25,105,109 151,345 SH   SOLE   151,345 0 0
RH COM 74967X103   10,155,970 30,368 SH   SOLE   30,368 0 0
RUBRIK INC. CL A 781154109   16,569,146 515,370 SH   SOLE   515,370 0 0
RXO INC COMMON STOCK 74982T103   11,809,028 421,751 SH   SOLE   421,751 0 0
S&P GLOBAL INC COM 78409V104   2,498,374 4,836 SH   SOLE   4,836 0 0
SALESFORCE INC COM 79466L302   4,000,272 14,615 SH   SOLE   14,615 0 0
SAP SE SPON ADR 803054204   4,101,577 17,903 SH   SOLE   17,903 0 0
SHAKE SHACK INC CL A 819047101   24,105,005 233,553 SH   SOLE   233,553 0 0
SHARKNINJA INC COM SHS G8068L108   25,837,649 237,675 SH   SOLE   237,675 0 0
SONY GROUP CORP SPONSORED ADR 835699307   13,368,958 138,438 SH   SOLE   138,438 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   12,007,444 32,582 SH   DFND   0 32,582 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   3,198,103 8,678 SH   SOLE   8,678 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   3,202,822 18,442 SH   SOLE   18,442 0 0
TALEN ENERGY CORP COM 87422Q109   1,746,039 9,796 SH   SOLE   9,796 0 0
TRADEWEB MKTS INC CL A 892672106   3,986,255 32,233 SH   SOLE   32,233 0 0
TREX CO INC COM 89531P105   29,755,201 446,909 SH   SOLE   446,909 0 0
UBER TECHNOLOGIES INC COM 90353T100   1,695,985 22,565 SH   SOLE   22,565 0 0
UNITED AIRLS HLDGS INC COM 910047109   885,115 15,512 SH   SOLE   15,512 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   12,600,436 263,332 SH   SOLE   263,332 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768   24,030,258 371,181 SH   SOLE   371,181 0 0
VERTEX INC CL A 92538J106   32,909,837 854,579 SH   SOLE   854,579 0 0
VISTRA CORP COM 92840M102   4,318,768 36,433 SH   SOLE   36,433 0 0
XPO INC COM 983793100   1,793,912 16,686 SH   SOLE   16,686 0 0
YUM CHINA HLDGS INC COM 98850P109   5,237,942 116,347 SH   SOLE   116,347 0 0