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
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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
CONSTELLIUM SE CL A SHS F21107101   11,280,758 655,858 SH   SOLE   655,858 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   22,196,359 141,984 SH   SOLE   141,984 0 0
LINDE PLC SHS G54950103   46,370,195 121,681 SH   SOLE   121,681 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   15,726,354 82,225 SH   SOLE   82,225 0 0
AIRBNB INC COM CL A 009066101   22,671,248 176,898 SH   SOLE   176,898 0 0
AUTODESK INC COM 052769106   25,641,725 125,320 SH   SOLE   125,320 0 0
ADVANCED MICRO DEVICES INC COM 007903107   37,486,870 329,092 SH   SOLE   329,092 0 0
AMAZON COM INC COM 023135106   47,814,223 366,786 SH   SOLE   366,786 0 0
AXON ENTERPRISE INC COM 05464C101   10,564,382 54,143 SH   SOLE   54,143 0 0
BALL CORP COM 058498106   42,704,777 733,633 SH   SOLE   733,633 0 0
BILL HOLDINGS INC COM 090043100   9,554,007 81,763 SH   SOLE   81,763 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   78,926,768 336,546 SH   SOLE   336,546 0 0
COGNEX CORP COM 192422103   13,111,369 234,048 SH   SOLE   234,048 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   17,475,630 8,170 SH   SOLE   8,170 0 0
SALESFORCE INC COM 79466L302   42,959,932 203,351 SH   SOLE   203,351 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   8,627,878 58,745 SH   SOLE   58,745 0 0
COSTAR GROUP INC COM 22160N109   27,197,777 305,593 SH   SOLE   305,593 0 0
DOORDASH INC CL A 25809K105   13,320,617 174,308 SH   SOLE   174,308 0 0
DANAHER CORPORATION COM 235851102   44,194,560 184,144 SH   SOLE   184,144 0 0
DOXIMITY INC CL A 26622P107   12,066,418 354,686 SH   SOLE   354,686 0 0
DEXCOM INC COM 252131107   16,275,406 126,647 SH   SOLE   126,647 0 0
FASTENAL CO COM 311900104   16,544,394 280,461 SH   SOLE   280,461 0 0
FISERV INC COM 337738108   79,853,959 633,008 SH   SOLE   633,008 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   5,767,909 55,482 SH   SOLE   55,482 0 0
FARFETCH LTD ORD SH CL A 30744W107   5,834,066 965,905 SH   SOLE   965,905 0 0
ALPHABET INC CAP STK CL C 02079K107   85,551,315 707,211 SH   SOLE   707,211 0 0
CHART INDS INC COM 16115Q308   10,288,079 64,385 SH   SOLE   64,385 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   28,282,199 82,711 SH   SOLE   82,711 0 0
KLA CORP COM NEW 482480100   69,203,624 142,682 SH   SOLE   142,682 0 0
LAM RESEARCH CORP COM 512807108   64,018,570 99,584 SH   SOLE   99,584 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   23,561,552 245,254 SH   SOLE   245,254 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   73,241,438 817,518 SH   SOLE   817,518 0 0
MERCADOLIBRE INC COM 58733R102   21,106,018 17,817 SH   SOLE   17,817 0 0
MODERNA INC COM 60770K107   5,388,525 44,350 SH   SOLE   44,350 0 0
MICROSOFT CORP COM 594918104   149,316,233 438,469 SH   SOLE   438,469 0 0
NEXTERA ENERGY INC COM 65339F101   34,765,445 468,537 SH   SOLE   468,537 0 0
CLOUDFLARE INC CL A COM 18915M107   17,492,097 267,586 SH   SOLE   267,586 0 0
SERVICENOW INC COM 81762P102   24,276,542 43,199 SH   SOLE   43,199 0 0
NVIDIA CORPORATION COM 67066G104   73,278,486 173,227 SH   SOLE   173,227 0 0
OKTA INC CL A 679295105   16,020,752 231,013 SH   SOLE   231,013 0 0
ON SEMICONDUCTOR CORP COM 682189105   23,874,735 252,429 SH   SOLE   252,429 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   16,783,635 257,932 SH   SOLE   257,932 0 0
PROGRESSIVE CORP COM 743315103   37,880,323 286,170 SH   SOLE   286,170 0 0
REPLIGEN CORP COM 759916109   4,036,137 28,532 SH   SOLE   28,532 0 0
SHOPIFY INC CL A 82509L107   28,245,510 437,237 SH   SOLE   437,237 0 0
SILICON LABORATORIES INC COM 826919102   20,134,722 127,645 SH   SOLE   127,645 0 0
SUN CMNTYS INC COM 866674104   34,385,342 263,570 SH   SOLE   263,570 0 0
THOR INDS INC COM 885160101   8,064,720 77,920 SH   SOLE   77,920 0 0
T-MOBILE US INC COM 872590104   57,157,350 411,500 SH   SOLE   411,500 0 0
TOAST INC CL A 888787108   15,879,530 703,568 SH   SOLE   703,568 0 0
TRACTOR SUPPLY CO COM 892356106   13,622,413 61,612 SH   SOLE   61,612 0 0
TESLA INC COM 88160R101   8,822,173 33,702 SH   SOLE   33,702 0 0
TEXAS INSTRS INC COM 882508104   85,075,832 472,591 SH   SOLE   472,591 0 0
UNITED RENTALS INC COM 911363109   12,990,552 29,168 SH   SOLE   29,168 0 0
WORKDAY INC CL A 98138H101   102,484,034 453,690 SH   SOLE   453,690 0 0
WOLFSPEED INC COM 977852102   13,233,422 238,054 SH   SOLE   238,054 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   11,155,810 221,962 SH   SOLE   221,962 0 0
APPLE INC COM 037833100   78,887,017 406,697 SH   SOLE   406,697 0 0
AMPHENOL CORP NEW CL A 032095101   28,025,090 329,901 SH   SOLE   329,901 0 0
DISNEY WALT CO COM 254687106   5,558,484 62,259 SH   SOLE   62,259 0 0
MICRON TECHNOLOGY INC COM 595112103   9,756,806 154,600 SH   SOLE   154,600 0 0
NETFLIX INC COM 64110L106   6,384,022 14,493 SH   SOLE   14,493 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   4,883,165 11,878 SH   SOLE   11,878 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,725,328 17,096 SH   SOLE   17,096 0 0