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
ADOBE SYSTEMS INCORPORATED COM 00724F101 56,444 123,883 SH   SOLE   109,539 0 14,344
ADVANCED MICRO DEVICES INC COM 007903107 6,176 56,482 SH   SOLE   56,482 0 0
AIRBNB INC COM CL A 009066101 65,368 380,575 SH   SOLE   341,583 0 38,992
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,914 26,783 SH   SOLE   26,783 0 0
ALPHABET INC CAP STK CL A 02079K305 186,348 66,999 SH   SOLE   60,183 0 6,816
AMAZON COM INC COM 023135106 200,422 61,480 SH   SOLE   55,746 0 5,734
AMERICAN EXPRESS CO COM 025816109 37,157 198,698 SH   SOLE   163,829 0 34,869
AMETEK INC COM 031100100 6,477 48,635 SH   SOLE   48,635 0 0
AMPHENOL CORP NEW CL A 032095101 8,499 112,790 SH   SOLE   112,790 0 0
APPLE INC COM 037833100 232,727 1,332,839 SH   SOLE   1,194,103 0 138,736
ASML HOLDING N V N Y REGISTRY SHS N07059210 54,353 81,375 SH   SOLE   81,375 0 0
ATLASSIAN CORP PLC CL A G06242104 22,923 78,013 SH   SOLE   78,013 0 0
AVANTOR INC COM 05352A100 7,539 222,919 SH   SOLE   222,919 0 0
AXON ENTERPRISE INC COM 05464C101 6,269 45,519 SH   SOLE   45,519 0 0
BLACKSTONE INC COM 09260D107 86,398 680,623 SH   SOLE   599,960 0 80,663
BLOCK INC CL A 852234103 3,946 29,099 SH   SOLE   29,099 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 5,884 44,346 SH   SOLE   44,346 0 0
BURLINGTON STORES INC COM 122017106 3,857 21,173 SH   SOLE   21,173 0 0
CANADIAN PAC RY LTD COM 13645T100 14,917 180,727 SH   SOLE   180,727 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 73,704 46,588 SH   SOLE   42,710 0 3,878
CINTAS CORP COM 172908105 9,437 22,184 SH   SOLE   22,184 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 13,398 275,619 SH   SOLE   275,619 0 0
COGNEX CORP COM 192422103 7,376 95,603 SH   SOLE   95,603 0 0
COOPER COS INC COM NEW 216648402 7,684 18,402 SH   SOLE   18,402 0 0
COSTAR GROUP INC COM 22160N109 8,483 127,355 SH   SOLE   127,355 0 0
DANAHER CORPORATION COM 235851102 15,070 51,376 SH   SOLE   51,376 0 0
DATADOG INC CL A COM 23804L103 5,789 38,217 SH   SOLE   38,217 0 0
DEXCOM INC COM 252131107 14,527 28,395 SH   SOLE   28,395 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 9,038 76,772 SH   SOLE   76,772 0 0
LAUDER ESTEE COS INC CL A 518439104 17,511 64,302 SH   SOLE   40,910 0 23,392
EXACT SCIENCES CORP COM 30063P105 5,277 75,476 SH   SOLE   75,476 0 0
FERRARI N V COM N3167Y103 1,154 5,293 SH   SOLE   5,293 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 8,274 51,040 SH   SOLE   51,040 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 4,673 57,687 SH   SOLE   57,687 0 0
GLOBAL PMTS INC COM 37940X102 3,987 29,135 SH   SOLE   29,135 0 0
GLOBANT S A COM L44385109 18,817 71,801 SH   SOLE   71,801 0 0
GOODRX HLDGS INC COM CL A 38246G108 1,769 91,519 SH   SOLE   91,519 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 4,907 51,859 SH   SOLE   51,859 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 3,946 64,346 SH   SOLE   64,346 0 0
HEICO CORP NEW COM 422806109 7,448 48,506 SH   SOLE   48,506 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 14,278 94,098 SH   SOLE   94,098 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 6,073 57,724 SH   SOLE   57,724 0 0
HUBSPOT INC COM 443573100 5,151 10,845 SH   SOLE   10,845 0 0
IDEXX LABS INC COM 45168D104 8,118 14,839 SH   SOLE   14,839 0 0
INSULET CORP COM 45784P101 9,874 37,066 SH   SOLE   37,066 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 43,860 145,387 SH   SOLE   131,155 0 14,232
LAM RESEARCH CORP COM 512807108 74,833 139,195 SH   SOLE   121,495 0 17,700
LINDE PLC SHS G5494J103 10,225 32,010 SH   SOLE   32,010 0 0
MARVELL TECHNOLOGY INC COM 573874104 8,032 112,007 SH   SOLE   112,007 0 0
MASTERCARD INCORPORATED CL A 57636Q104 27,494 76,932 SH   SOLE   76,932 0 0
MERCADOLIBRE INC COM 58733R102 2,537 2,133 SH   SOLE   2,133 0 0
META PLATFORMS INC CL A 30303M102 130,225 585,651 SH   SOLE   523,882 0 61,769
METTLER TOLEDO INTERNATIONAL COM 592688105 4,610 3,357 SH   SOLE   3,357 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 5,542 73,755 SH   SOLE   73,755 0 0
MICROSOFT CORP COM 594918104 217,918 706,813 SH   SOLE   637,447 0 69,366
MSCI INC COM 55354G100 7,487 14,888 SH   SOLE   14,888 0 0
NATERA INC COM 632307104 2,701 66,404 SH   SOLE   66,404 0 0
NETFLIX INC COM 64110L106 5,375 14,350 SH   SOLE   14,350 0 0
NIKE INC CL B 654106103 50,787 377,431 SH   SOLE   325,830 0 51,601
NOVANTA INC COM 67000B104 6,043 42,470 SH   SOLE   42,470 0 0
NVIDIA CORPORATION COM 67066G104 103,501 379,320 SH   SOLE   342,870 0 36,450
ON HLDG AG NAMEN AKT A H5919C104 26,377 1,045,047 SH   SOLE   905,626 0 139,421
ON SEMICONDUCTOR CORP COM 682189105 2,622 41,875 SH   SOLE   41,875 0 0
PAYPAL HLDGS INC COM 70450Y103 103,366 893,780 SH   SOLE   795,585 0 98,195
PLANET FITNESS INC CL A 72703H101 5,936 70,270 SH   SOLE   70,270 0 0
PTC INC COM 69370C100 1,734 16,098 SH   SOLE   16,098 0 0
REPLIGEN CORP COM 759916109 4,306 22,893 SH   SOLE   22,893 0 0
S&P GLOBAL INC COM 78409V104 83,786 204,266 SH   SOLE   190,450 0 13,816
SAP SE SPON ADR 803054204 11,683 105,292 SH   SOLE   105,292 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 8,146 23,673 SH   SOLE   23,673 0 0
SEA LTD SPONSORD ADS 81141R100 3,091 25,803 SH   SOLE   25,803 0 0
SERVICENOW INC COM 81762P102 84,303 151,382 SH   SOLE   136,342 0 15,040
SHERWIN WILLIAMS CO COM 824348106 82,131 329,024 SH   SOLE   295,490 0 33,534
SHOPIFY INC CL A 82509L107 795 1,176 SH   SOLE   1,176 0 0
SNAP INC CL A 83304A106 4,914 136,530 SH   SOLE   136,530 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 3,951 26,165 SH   SOLE   26,165 0 0
STARBUCKS CORP COM 855244109 3,914 43,026 SH   SOLE   43,026 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 6,963 66,786 SH   SOLE   66,786 0 0
TESLA INC COM 88160R101 110,689 102,718 SH   SOLE   94,141 0 8,577
T-MOBILE US INC COM 872590104 48,108 374,820 SH   SOLE   319,736 0 55,084
THE TRADE DESK INC COM CL A 88339J105 2,342 33,820 SH   SOLE   33,820 0 0
TWILIO INC CL A 90138F102 5,770 35,007 SH   SOLE   35,007 0 0
UBER TECHNOLOGIES INC COM 90353T100 14,282 400,277 SH   SOLE   400,277 0 0
UIPATH INC CL A 90364P105 1,993 92,319 SH   SOLE   92,319 0 0
UNITED PARCEL SERVICE INC CL B 911312106 65,314 304,553 SH   SOLE   260,433 0 44,120
UNITEDHEALTH GROUP INC COM 91324P102 54,293 106,464 SH   SOLE   95,217 0 11,247
UNITY SOFTWARE INC COM 91332U101 3,953 39,842 SH   SOLE   39,842 0 0
VISA INC COM CL A 92826C839 54,685 246,585 SH   SOLE   206,783 0 39,802
DISNEY WALT CO COM 254687106 65,895 480,421 SH   SOLE   420,619 0 59,802
WEX INC COM 96208T104 7,246 40,603 SH   SOLE   40,603 0 0
ZOETIS INC CL A 98978V103 672 3,562 SH   SOLE   3,562 0 0