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
AIRBNB INC COM CL A 009066101   22,744,052 182,830 SH   SOLE   182,830 0 0
AUTODESK INC COM 052769106   23,765,419 114,169 SH   SOLE   114,169 0 0
ADVANCED MICRO DEVICES INC COM 007903107   39,298,580 400,965 SH   SOLE   400,965 0 0
AMAZON COM INC COM 023135106   50,390,750 487,857 SH   SOLE   487,857 0 0
BALL CORP COM 058498106   43,639,239 791,857 SH   SOLE   791,857 0 0
BILL HOLDINGS INC COM 090043100   3,891,150 47,956 SH   SOLE   47,956 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   80,568,885 383,497 SH   SOLE   383,497 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   15,080,784 8,828 SH   SOLE   8,828 0 0
SALESFORCE INC COM 79466L302   75,730,804 379,071 SH   SOLE   379,071 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   8,224,207 59,917 SH   SOLE   59,917 0 0
COSTAR GROUP INC COM 22160N109   16,095,753 233,780 SH   SOLE   233,780 0 0
CONSTELLIUM SE CL A SHS F21107101   11,094,839 726,102 SH   SOLE   726,102 0 0
CATALENT INC COM 148806102   8,876,435 135,085 SH   SOLE   135,085 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   23,986,522 162,093 SH   SOLE   162,093 0 0
DOORDASH INC CL A 25809K105   7,049,821 110,916 SH   SOLE   110,916 0 0
DANAHER CORPORATION COM 235851102   46,221,364 183,389 SH   SOLE   183,389 0 0
DOXIMITY INC CL A 26622P107   9,617,216 297,011 SH   SOLE   297,011 0 0
DEXCOM INC COM 252131107   14,503,679 124,838 SH   SOLE   124,838 0 0
FASTENAL CO COM 311900104   16,297,809 302,147 SH   SOLE   302,147 0 0
FISERV INC COM 337738108   68,266,616 603,969 SH   SOLE   603,969 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   3,442,611 35,050 SH   SOLE   35,050 0 0
FARFETCH LTD ORD SH CL A 30744W107   4,900,926 998,152 SH   SOLE   998,152 0 0
ALPHABET INC CAP STK CL C 02079K107   76,038,144 731,136 SH   SOLE   731,136 0 0
CHART INDS INC COM 16115Q308   6,861,010 54,713 SH   SOLE   54,713 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   21,997,755 86,107 SH   SOLE   86,107 0 0
KLA CORP COM NEW 482480100   54,317,457 136,076 SH   SOLE   136,076 0 0
LINDE PLC SHS G54950103   48,716,606 137,060 SH   SOLE   137,060 0 0
LAM RESEARCH CORP COM 512807108   60,258,210 113,669 SH   SOLE   113,669 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   20,617,877 215,894 SH   SOLE   215,894 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   68,625,120 819,111 SH   SOLE   819,111 0 0
MERCADOLIBRE INC COM 58733R102   24,490,873 18,581 SH   SOLE   18,581 0 0
MODERNA INC COM 60770K107   5,665,720 36,891 SH   SOLE   36,891 0 0
MICROSOFT CORP COM 594918104   117,289,666 406,832 SH   SOLE   406,832 0 0
NEXTERA ENERGY INC COM 65339F101   38,770,469 502,990 SH   SOLE   502,990 0 0
CLOUDFLARE INC CL A COM 18915M107   16,855,439 273,361 SH   SOLE   273,361 0 0
SERVICENOW INC COM 81762P102   20,373,790 43,841 SH   SOLE   43,841 0 0
NVIDIA CORPORATION COM 67066G104   53,800,160 193,686 SH   SOLE   193,686 0 0
OKTA INC CL A 679295105   22,836,266 264,799 SH   SOLE   264,799 0 0
ON SEMICONDUCTOR CORP COM 682189105   13,943,609 169,383 SH   SOLE   169,383 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   16,668,348 266,140 SH   SOLE   266,140 0 0
PROGRESSIVE CORP COM 743315103   39,941,351 279,193 SH   SOLE   279,193 0 0
PAYPAL HLDGS INC COM 70450Y103   21,695,223 285,689 SH   SOLE   285,689 0 0
SHOPIFY INC CL A 82509L107   21,553,632 449,596 SH   SOLE   449,596 0 0
SILICON LABORATORIES INC COM 826919102   20,402,012 116,523 SH   SOLE   116,523 0 0
SUN CMNTYS INC COM 866674104   40,434,532 287,014 SH   SOLE   287,014 0 0
THOR INDS INC COM 885160101   6,699,556 84,123 SH   SOLE   84,123 0 0
T-MOBILE US INC COM 872590104   61,840,452 426,957 SH   SOLE   426,957 0 0
TOAST INC CL A 888787108   10,445,556 588,482 SH   SOLE   588,482 0 0
TRACTOR SUPPLY CO COM 892356106   15,852,508 67,446 SH   SOLE   67,446 0 0
TESLA INC COM 88160R101   7,538,889 36,339 SH   SOLE   36,339 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   13,946,788 75,806 SH   SOLE   75,806 0 0
TEXAS INSTRS INC COM 882508104   88,311,782 474,769 SH   SOLE   474,769 0 0
UNITED RENTALS INC COM 911363109   12,219,882 30,877 SH   SOLE   30,877 0 0
WORKDAY INC CL A 98138H101   97,564,539 472,376 SH   SOLE   472,376 0 0
WOLFSPEED INC COM 977852102   15,954,838 245,648 SH   SOLE   245,648 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   9,440,403 212,287 SH   SOLE   212,287 0 0
APPLE INC COM 037833100   64,872,979 393,408 SH   SOLE   393,408 0 0
AMPHENOL CORP NEW CL A 032095101   26,078,568 319,121 SH   SOLE   319,121 0 0
COGNEX CORP COM 192422103   4,489,131 90,598 SH   SOLE   90,598 0 0
DISNEY WALT CO COM 254687106   6,030,229 60,224 SH   SOLE   60,224 0 0
MICRON TECHNOLOGY INC COM 595112103   9,023,726 149,548 SH   SOLE   149,548 0 0
NCINO INC COM 63947X101   1,669,875 67,388 SH   SOLE   67,388 0 0
NETFLIX INC COM 64110L106   4,843,630 14,020 SH   SOLE   14,020 0 0
ZSCALER INC COM 98980G102   3,181,748 27,234 SH   SOLE   27,234 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,999,372 21,494 SH   SOLE   21,494 0 0