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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AFFIRM HLDGS INC COM CL A 00827B106 3,041 30,245 SH   SOLE   30,245 0 0
AIRBNB INC COM CL A 009066101 6,120 36,757 SH   SOLE   36,757 0 0
ALPHABET INC CAP STK CL C 02079K107 79,446 27,456 SH   SOLE   27,456 0 0
ALPHABET INC CAP STK CL A 02079K305 2,474 854 SH   SOLE   854 0 0
AMAZON COM INC COM 023135106 31,109 9,330 SH   SOLE   9,330 0 0
AMPHENOL CORP NEW CL A 032095101 44,860 512,915 SH   SOLE   512,915 0 0
ANSYS INC COM 03662Q105 8,144 20,303 SH   SOLE   20,303 0 0
APPLE INC COM 037833100 38,040 214,226 SH   SOLE   214,226 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 3,493 4,387 SH   SOLE   4,387 0 0
AUTODESK INC COM 052769106 9,233 32,834 SH   SOLE   32,834 0 0
BALL CORP COM 058498106 25,536 265,250 SH   SOLE   265,250 0 0
BLOCK INC CL A 852234103 7,162 44,345 SH   SOLE   44,345 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 15,241 81,785 SH   SOLE   81,785 0 0
CATALENT INC COM 148806102 4,184 32,678 SH   SOLE   32,678 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 4,243 2,427 SH   SOLE   2,427 0 0
CLOUDFLARE INC CL A COM 18915M107 2,548 19,380 SH   SOLE   19,380 0 0
COMCAST CORP NEW CL A 20030N101 31,496 625,790 SH   SOLE   625,790 0 0
CONSTELLIUM SE CL A SHS F21107101 5,015 279,991 SH   SOLE   279,991 0 0
COSTAR GROUP INC COM 22160N109 6,323 80,006 SH   SOLE   80,006 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,206 5,889 SH   SOLE   5,889 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 37,623 180,239 SH   SOLE   180,239 0 0
DISNEY WALT CO COM 254687106 31,160 201,176 SH   SOLE   201,176 0 0
FARFETCH LTD ORD SH CL A 30744W107 5,564 166,431 SH   SOLE   166,431 0 0
FISERV INC COM 337738108 22,977 221,377 SH   SOLE   221,377 0 0
HELIOGEN INC COMMON STOCK 42329E105 1,765 113,704 SH   SOLE   113,704 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 2,264 6,300 SH   SOLE   6,300 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 10,734 51,976 SH   SOLE   51,976 0 0
KLA CORP COM NEW 482480100 39,631 92,141 SH   SOLE   92,141 0 0
LAM RESEARCH CORP COM 512807108 39,923 55,514 SH   SOLE   55,514 0 0
MELI KASZEK PIONEER CORP CLASS A ORD G5S74L106 1,834 158,670 SH   SOLE   158,670 0 0
MERCADOLIBRE INC COM 58733R102 12,381 9,182 SH   SOLE   9,182 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 45,610 523,895 SH   SOLE   523,895 0 0
MICRON TECHNOLOGY INC COM 595112103 20,835 223,671 SH   SOLE   223,671 0 0
MICROSOFT CORP COM 594918104 88,776 263,962 SH   SOLE   263,962 0 0
MOMENTIVE GLOBAL INC COM 60878Y108 5,698 269,429 SH   SOLE   269,429 0 0
NCINO INC COM 63947U107 1,490 27,159 SH   SOLE   27,159 0 0
NETFLIX INC COM 64110L106 5,349 8,879 SH   SOLE   8,879 0 0
NEXTERA ENERGY INC COM 65339F101 6,931 74,236 SH   SOLE   74,236 0 0
NVIDIA CORPORATION COM 67066G104 24,456 83,151 SH   SOLE   83,151 0 0
OKTA INC CL A 679295105 11,682 52,112 SH   SOLE   52,112 0 0
ON SEMICONDUCTOR CORP COM 682189105 6,848 100,831 SH   SOLE   100,831 0 0
PAYPAL HLDGS INC COM 70450Y103 19,169 101,647 SH   SOLE   101,647 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 5,862 163,919 SH   SOLE   163,919 0 0
REDFIN CORP COM 75737F108 7,599 197,945 SH   SOLE   197,945 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 14,623 302,493 SH   SOLE   302,493 0 0
SALESFORCE COM INC COM 79466L302 56,431 222,057 SH   SOLE   222,057 0 0
SHOPIFY INC CL A 82509L107 9,774 7,096 SH   SOLE   7,096 0 0
SILICON LABORATORIES INC COM 826919102 10,121 49,030 SH   SOLE   49,030 0 0
SNAP INC CL A 83304A106 10,781 229,244 SH   SOLE   229,244 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307 6,993 55,326 SH   SOLE   55,326 0 0
SUN CMNTYS INC COM 866674104 19,061 90,779 SH   SOLE   90,779 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 9,609 79,872 SH   SOLE   79,872 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 6,238 35,099 SH   SOLE   35,099 0 0
TERADYNE INC COM 880770102 4,818 29,465 SH   SOLE   29,465 0 0
TESLA INC COM 88160R101 8,139 7,702 SH   SOLE   7,702 0 0
TEXAS INSTRS INC COM 882508104 44,023 233,583 SH   SOLE   233,583 0 0
THOR INDS INC COM 885160101 2,273 21,904 SH   SOLE   21,904 0 0
T-MOBILE US INC COM 872590104 42,269 364,452 SH   SOLE   364,452 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 5,036 24,928 SH   SOLE   24,928 0 0
TWITTER INC COM 90184L102 12,860 297,547 SH   SOLE   297,547 0 0
TYLER TECHNOLOGIES INC COM 902252105 10,052 18,685 SH   SOLE   18,685 0 0
UNITY SOFTWARE INC COM 91332U101 2,005 14,023 SH   SOLE   14,023 0 0
VIACOMCBS INC CL B 92556H206 16,788 556,250 SH   SOLE   556,250 0 0
WOLFSPEED INC COM 977852102 6,164 55,147 SH   SOLE   55,147 0 0
WORKDAY INC CL A 98138H101 44,395 162,511 SH   SOLE   162,511 0 0
YETI HLDGS INC COM 98585X104 1,014 12,247 SH   SOLE   12,247 0 0
ZENDESK INC COM 98936J101 5,764 55,269 SH   SOLE   55,269 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 5,954 93,245 SH   SOLE   93,245 0 0