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
ALIBABA GROUP HOLDING-SP ADR SPONSORED ADS 01609W102   3,077,607 27,137 SH   SOLE   0 0 0
Alphabet Inc CAP STK CL A 02079K305   3,020,758 17,141 SH   SOLE   0 0 0
Alphabet Inc CAP STK CL C 02079K107   2,228,018 12,560 SH   SOLE   0 0 0
AMER SPORTS INC COM SHS G0260P102   3,941,659 101,694 SH   SOLE   0 0 0
APOLLO GLOBAL MANAGEMENT INC COM 03769M106   3,665,211 25,835 SH   SOLE   0 0 0
BioMarin Pharmaceutical COM 09061G101   1,287,342 23,419 SH   SOLE   0 0 0
Bloom Energy Corp COM CL A 093712107   980,337 40,984 SH   SOLE   0 0 0
Coherent Corp COM 19247G107   1,181,318 13,242 SH   SOLE   0 0 0
CRH PLC ORD G25508105   250,561,609 2,729,422 SH   SOLE   0 0 0
DATADOG INC - CLASS A CL A COM 23804L103   2,127,384 15,837 SH   SOLE   0 0 0
EHang Holdings Ltd ADS 26853E102   804,392 46,336 SH   SOLE   0 0 0
Eli Lilly & Co COM 532457108   1,287,004 1,651 SH   SOLE   0 0 0
Fair Isaac Corp COM 303250104   341,828 187 SH   SOLE   0 0 0
Flutter Entertainment PLC SHS G3643J108   145,285,033 508,574 SH   SOLE   0 0 0
HubSpot COM 443573100   904,523 1,625 SH   SOLE   0 0 0
MercadoLibre Inc COM 58733R102   3,280,105 1,255 SH   SOLE   0 0 0
Microsoft Corp COM 594918104   8,139,119 16,363 SH   SOLE   0 0 0
MONGODB INC CL A 60937P106   814,761 3,880 SH   SOLE   0 0 0
MSCI A COM 55354G100   902,598 1,565 SH   SOLE   0 0 0
Netflix COM 64110L106   1,924,329 1,437 SH   SOLE   0 0 0
NVIDIA Corp COM 67066G104   6,571,752 41,596 SH   SOLE   0 0 0
ON HOLDING AG-A NAMEN AKT A H5919C104   1,027,362 19,738 SH   SOLE   0 0 0
Otis Worldwide COM 68902V107   2,676,609 27,031 SH   SOLE   0 0 0
Planet Labs PBC COM CL A 72703X106   786,948 129,008 SH   SOLE   0 0 0
Pony AI Sp ADR SPONSORED ADS 732908108   1,039,922 78,782 SH   SOLE   0 0 0
Progressive COM 743315103   1,229,957 4,609 SH   SOLE   0 0 0
SEA LTD-ADR SPONSORED ADS 81141R100   2,278,025 14,243 SH   SOLE   0 0 0
ServiceNow Inc COM 81762P102   1,117,522 1,087 SH   SOLE   0 0 0
SHOPIFY INC - A CL A SUB VTG SHS 82509L107   935,603 8,111 SH   SOLE   0 0 0
Tapestry COM 876030107   3,068,871 34,949 SH   SOLE   0 0 0
TSMC D SPONSORED ADS 874039100   4,190,970 18,504 SH   SOLE   0 0 0
Uber Technologies COM 90353T100   1,961,259 21,021 SH   SOLE   0 0 0
Visa Inc COM CL A 92826C839   1,059,469 2,984 SH   SOLE   0 0 0