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   4,762,981 31,286 SH   SOLE   31,286 0 0
AAON INC COM PAR $0.004 000360206   24,643,120 334,144 SH   SOLE   334,144 0 0
ACV AUCTIONS INC COM CL A 00091G104   19,896,101 1,226,640 SH   SOLE   1,226,640 0 0
ALCON AG ORD SHS H01301128   3,162,190 35,820 SH   SOLE   35,820 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   3,840,516 33,864 SH   SOLE   33,864 0 0
AMAZON COM INC COM 023135106   4,978,398 22,692 SH   SOLE   22,692 0 0
API GROUP CORP COM STK 00187Y100   12,705,056 248,875 SH   SOLE   248,875 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   1,450,516 1,810 SH   SOLE   1,810 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   2,357,192 33,732 SH   SOLE   33,732 0 0
BRUNSWICK CORP COM 117043109   16,435,668 297,532 SH   SOLE   297,532 0 0
BURFORD CAP LTD ORD SHS G17977110   2,037,654 142,893 SH   SOLE   142,893 0 0
CAVA GROUP INC COM 148929102   27,100,581 321,745 SH   SOLE   321,745 0 0
CLEAN HARBORS INC COM 184496107   25,258,496 109,259 SH   SOLE   109,259 0 0
COCA-COLA FEMSA SAB DE CV SPONS ADS REP 191241108   2,784,760 28,789 SH   SOLE   28,789 0 0
COEUR MNG INC COM NEW 192108504   2,313,071 261,069 SH   SOLE   261,069 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   8,976,750 25,612 SH   DFND   0 25,612 0
COINBASE GLOBAL INC COM CL A 19260Q107   2,333,562 6,658 SH   SOLE   6,658 0 0
CONSTELLATION ENERGY CORP COM 21037T109   2,245,764 6,958 SH   SOLE   6,958 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   1,521,254 16,430 SH   SOLE   16,430 0 0
CRH PLC ORD G25508105   10,694,241 116,495 SH   SOLE   116,495 0 0
CROWN CASTLE INC COM 22822V101   5,608,853 54,598 SH   SOLE   54,598 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   32,538,194 79,970 SH   SOLE   79,970 0 0
DOLLAR TREE INC COM 256746108   2,282,674 23,048 SH   SOLE   23,048 0 0
DUTCH BROS INC CL A 26701L100   18,265,456 267,156 SH   SOLE   267,156 0 0
EVERUS CONSTR GROUP COM 300426103   3,400,824 53,531 SH   SOLE   53,531 0 0
EXPAND ENERGY CORPORATION COM 165167735   6,185,424 52,894 SH   SOLE   52,894 0 0
FEDERAL SIGNAL CORP COM 313855108   22,384,383 210,340 SH   SOLE   210,340 0 0
FREEPORT-MCMORAN INC CL B 35671D857   2,092,071 48,260 SH   SOLE   48,260 0 0
HAYWARD HLDGS INC COM 421298100   23,527,841 1,704,916 SH   SOLE   1,704,916 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   7,236,115 94,380 SH   SOLE   94,380 0 0
ICICI BANK LIMITED ADR 45104G104   4,485,053 133,325 SH   SOLE   133,325 0 0
INTERCONTINENTAL HOTELS GROU SPONSORED ADS 45857P806   946,249 8,204 SH   SOLE   8,204 0 0
INTERNATIONAL PAPER CO COM 460146103   4,985,662 106,463 SH   SOLE   106,463 0 0
JAMES HARDIE INDS PLC SPONSORED ADR 47030M106   2,175,132 80,890 SH   SOLE   80,890 0 0
KROGER CO COM 501044101   3,351,441 46,723 SH   SOLE   46,723 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109   4,224,097 361,962 SH   SOLE   361,962 0 0
LINDE PLC SHS G54950103   3,392,171 7,230 SH   SOLE   7,230 0 0
LOAR HOLDINGS INC COM SHS 53947R105   4,883,340 56,671 SH   SOLE   56,671 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   980,200 10,000 SH   SOLE   10,000 0 0
MEDTRONIC PLC SHS G5960L103   5,551,509 63,686 SH   SOLE   63,686 0 0
METHANEX CORP COM 59151K108   1,328,104 40,124 SH   SOLE   40,124 0 0
MICROSOFT CORP COM 594918104   8,964,323 18,022 SH   SOLE   18,022 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101   7,427,850 345,000 SH   SOLE   345,000 0 0
NASDAQ INC COM 631103108   12,248,573 136,978 SH   SOLE   136,978 0 0
NETFLIX INC COM 64110L106   2,836,277 2,118 SH   SOLE   2,118 0 0
NOVO-NORDISK A S ADR 670100205   4,403,752 63,804 SH   SOLE   63,804 0 0
NVIDIA CORPORATION COM 67066G104   8,257,031 52,263 SH   SOLE   52,263 0 0
NVIDIA CORPORATION COM 67066G104   9,637,390 61,000 SH Call SOLE   61,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   16,490,613 2,376,169 SH   SOLE   2,376,169 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102   6,636,598 224,058 SH   SOLE   224,058 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   12,490,139 182,551 SH   SOLE   182,551 0 0
PROFICIENT AUTO LOGISTICS IN COM 74317M104   810,020 111,573 SH   SOLE   111,573 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   1,022,280 74,619 SH   SOLE   74,619 0 0
QXO INC COM NEW 82846H405   5,808,519 269,662 SH   SOLE   269,662 0 0
REGAL REXNORD CORPORATION COM 758750103   19,856,186 136,977 SH   SOLE   136,977 0 0
RENEW ENERGY GLOBAL PLC CL A SHS G7500M104   2,819,301 408,003 SH   SOLE   408,003 0 0
RUBRIK INC. CL A 781154109   13,513,487 150,837 SH   SOLE   150,837 0 0
RXO INC COMMON STOCK 74982T103   795,526 50,606 SH   SOLE   50,606 0 0
SAILPOINT INC COM 78781J109   25,199,904 1,102,358 SH   SOLE   1,102,358 0 0
SALESFORCE INC COM 79466L302   2,546,379 9,338 SH   SOLE   9,338 0 0
SAP SE SPON ADR 803054204   5,444,302 17,903 SH   SOLE   17,903 0 0
SERVICETITAN INC SHS CL A 81764X103   527,750 5,000 SH   SOLE   5,000 0 0
SHAKE SHACK INC CL A 819047101   21,240,020 151,067 SH   SOLE   151,067 0 0
SHARKNINJA INC COM SHS G8068L108   25,562,089 258,229 SH   SOLE   258,229 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103   2,241,784 79,243 SH   SOLE   79,243 0 0
SONY GROUP CORP SPONSORED ADR 835699307   6,369,359 244,693 SH   SOLE   244,693 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   19,818,090 25,827 SH   DFND   0 25,827 0
STERLING INFRASTRUCTURE INC COM 859241101   23,945,159 103,780 SH   SOLE   103,780 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   4,313,955 19,047 SH   SOLE   19,047 0 0
TRADEWEB MKTS INC CL A 892672106   5,525,429 37,742 SH   SOLE   37,742 0 0
TREX CO INC COM 89531P105   12,942,059 237,993 SH   SOLE   237,993 0 0
VAIL RESORTS INC COM 91879Q109   22,886,142 145,651 SH   SOLE   145,651 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   13,024,401 263,332 SH   SOLE   263,332 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768   23,427,935 339,093 SH   SOLE   339,093 0 0
VERTEX INC CL A 92538J106   25,456,677 720,438 SH   SOLE   720,438 0 0
VISTRA CORP COM 92840M102   7,157,597 36,931 SH   SOLE   36,931 0 0
VISTRA CORP COM 92840M102   12,597,650 65,000 SH Call SOLE   65,000 0 0
VNET GROUP INC SPONSORED ADS A 90138A103   1,259,147 182,485 SH   SOLE   182,485 0 0
WAYSTAR HLDG CORP COM 946784105   19,829,715 485,190 SH   SOLE   485,190 0 0
WILLIAMS COS INC COM 969457100   6,477,847 103,134 SH   SOLE   103,134 0 0
YUM CHINA HLDGS INC COM 98850P109   5,201,874 116,347 SH   SOLE   116,347 0 0