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 43,079 117,682 SH   SOLE   103,338 0 14,344
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,579 31,483 SH   SOLE   31,483 0 0
ALPHABET INC CAP STK CL A 02079K305 92,969 42,661 SH   SOLE   38,880 0 3,781
AMAZON COM INC COM 023135106 167,151 1,573,780 SH   SOLE   1,409,300 0 164,480
AMERICAN EXPRESS CO COM 025816109 22,252 160,524 SH   SOLE   125,655 0 34,869
AMETEK INC COM 031100100 5,345 48,635 SH   SOLE   48,635 0 0
AMPHENOL CORP NEW CL A 032095101 7,261 112,790 SH   SOLE   112,790 0 0
APPLE INC COM 037833100 121,705 890,176 SH   SOLE   804,098 0 86,078
ASML HOLDING N V N Y REGISTRY SHS N07059210 36,664 77,045 SH   SOLE   77,045 0 0
ATLASSIAN CORP PLC CL A G06242104 5,856 31,250 SH   SOLE   31,250 0 0
AVANTOR INC COM 05352A100 6,933 222,919 SH   SOLE   222,919 0 0
AXON ENTERPRISE INC COM 05464C101 4,241 45,519 SH   SOLE   45,519 0 0
BLACKSTONE INC COM 09260D107 68,654 752,535 SH   SOLE   661,132 0 91,403
BRIGHT HORIZONS FAM SOL IN D COM 109194100 3,748 44,346 SH   SOLE   44,346 0 0
BURLINGTON STORES INC COM 122017106 3,294 24,183 SH   SOLE   24,183 0 0
CANADIAN PAC RY LTD COM 13645T100 11,156 159,740 SH   SOLE   159,740 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 59,863 45,793 SH   SOLE   41,915 0 3,878
CINTAS CORP COM 172908105 8,286 22,184 SH   SOLE   22,184 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 12,412 240,496 SH   SOLE   240,496 0 0
COGNEX CORP COM 192422103 3,073 72,262 SH   SOLE   72,262 0 0
COOPER COS INC COM NEW 216648402 5,762 18,402 SH   SOLE   18,402 0 0
COSTAR GROUP INC COM 22160N109 7,694 127,355 SH   SOLE   127,355 0 0
COSTCO WHSL CORP NEW COM 22160K105 65,990 137,686 SH   SOLE   123,729 0 13,957
CROWN CASTLE INTL CORP NEW COM 22822V101 13,470 79,996 SH   SOLE   79,996 0 0
DANAHER CORPORATION COM 235851102 6,624 26,129 SH   SOLE   26,129 0 0
DATADOG INC CL A COM 23804L103 3,640 38,217 SH   SOLE   38,217 0 0
DEERE & CO COM 244199105 1,401 4,678 SH   SOLE   4,678 0 0
DEXCOM INC COM 252131107 5,816 78,036 SH   SOLE   78,036 0 0
DIAMONDBACK ENERGY INC COM 25278X109 3,412 28,165 SH   SOLE   28,165 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 4,432 46,606 SH   SOLE   46,606 0 0
LILLY ELI & CO COM 532457108 79,766 246,016 SH   SOLE   217,183 0 28,833
LAUDER ESTEE COS INC CL A 518439104 17,436 68,467 SH   SOLE   45,075 0 23,392
EXACT SCIENCES CORP COM 30063P105 2,973 75,476 SH   SOLE   75,476 0 0
FERRARI N V COM N3167Y103 971 5,293 SH   SOLE   5,293 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 13,634 94,552 SH   SOLE   94,552 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 3,632 57,687 SH   SOLE   57,687 0 0
GLOBAL PMTS INC COM 37940X102 3,223 29,135 SH   SOLE   29,135 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 3,681 51,859 SH   SOLE   51,859 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 3,495 63,599 SH   SOLE   63,599 0 0
HEICO CORP NEW COM 422806109 6,360 48,506 SH   SOLE   48,506 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 6,167 55,339 SH   SOLE   55,339 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 4,604 57,724 SH   SOLE   57,724 0 0
HUBSPOT INC COM 443573100 3,261 10,845 SH   SOLE   10,845 0 0
IDEXX LABS INC COM 45168D104 8,953 25,526 SH   SOLE   25,526 0 0
INSULET CORP COM 45784P101 10,973 50,348 SH   SOLE   50,348 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 5,773 28,762 SH   SOLE   28,762 0 0
JD.COM INC SPON ADR CL A 47215P106 11,317 176,217 SH   SOLE   176,217 0 0
KLA CORP COM NEW 482480100 21,980 68,885 SH   SOLE   58,645 0 10,240
LAM RESEARCH CORP COM 512807108 2,304 5,406 SH   SOLE   5,406 0 0
LINDE PLC SHS G5494J103 8,130 28,277 SH   SOLE   28,277 0 0
LULULEMON ATHLETICA INC COM 550021109 114,725 420,840 SH   SOLE   368,720 0 52,120
MARVELL TECHNOLOGY INC COM 573874104 46,990 1,079,476 SH   SOLE   967,820 0 111,656
MASTERCARD INCORPORATED CL A 57636Q104 23,039 73,027 SH   SOLE   73,027 0 0
MERCADOLIBRE INC COM 58733R102 1,358 2,133 SH   SOLE   2,133 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 3,856 3,357 SH   SOLE   3,357 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 4,284 73,755 SH   SOLE   73,755 0 0
MICROSOFT CORP COM 594918104 173,762 676,564 SH   SOLE   607,198 0 69,366
MONSTER BEVERAGE CORP NEW COM 61174X109 5,736 61,882 SH   SOLE   61,882 0 0
MSCI INC COM 55354G100 6,136 14,888 SH   SOLE   14,888 0 0
NATERA INC COM 632307104 2,353 66,404 SH   SOLE   66,404 0 0
NOVANTA INC COM 67000B104 5,150 42,470 SH   SOLE   42,470 0 0
NVIDIA CORPORATION COM 67066G104 59,323 391,337 SH   SOLE   351,894 0 39,443
ON HLDG AG NAMEN AKT A H5919C104 17,779 1,005,047 SH   SOLE   865,626 0 139,421
ON SEMICONDUCTOR CORP COM 682189105 2,998 59,596 SH   SOLE   59,596 0 0
PIONEER NAT RES CO COM 723787107 85,117 381,554 SH   SOLE   338,905 0 42,649
PLANET FITNESS INC CL A 72703H101 4,779 70,270 SH   SOLE   70,270 0 0
PTC INC COM 69370C100 1,712 16,098 SH   SOLE   16,098 0 0
REPLIGEN CORP COM 759916109 3,718 22,893 SH   SOLE   22,893 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 1,497 22,267 SH   SOLE   22,267 0 0
S&P GLOBAL INC COM 78409V104 8,631 25,607 SH   SOLE   25,607 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 6,818 21,302 SH   SOLE   21,302 0 0
SEA LTD SPONSORD ADS 81141R100 1,725 25,803 SH   SOLE   25,803 0 0
SERVICENOW INC COM 81762P102 61,313 128,939 SH   SOLE   116,629 0 12,310
SHERWIN WILLIAMS CO COM 824348106 79,428 354,730 SH   SOLE   321,196 0 33,534
SHOPIFY INC CL A 82509L107 367 11,760 SH   SOLE   11,760 0 0
SNAP INC CL A 83304A106 1,774 135,135 SH   SOLE   135,135 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 2,455 26,165 SH   SOLE   26,165 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 15,501 189,618 SH   SOLE   189,618 0 0
TESLA INC COM 88160R101 6,329 9,398 SH   SOLE   9,398 0 0
T-MOBILE US INC COM 872590104 89,133 662,501 SH   SOLE   572,383 0 90,118
THE TRADE DESK INC COM CL A 88339J105 6,592 157,366 SH   SOLE   157,366 0 0
TWILIO INC CL A 90138F102 2,934 35,007 SH   SOLE   35,007 0 0
UIPATH INC CL A 90364P105 1,649 90,668 SH   SOLE   90,668 0 0
UNITED PARCEL SERVICE INC CL B 911312106 55,382 303,398 SH   SOLE   259,278 0 44,120
UNITEDHEALTH GROUP INC COM 91324P102 59,289 115,432 SH   SOLE   104,185 0 11,247
UNITY SOFTWARE INC COM 91332U101 938 25,472 SH   SOLE   25,472 0 0
VISA INC COM CL A 92826C839 48,550 246,585 SH   SOLE   206,783 0 39,802
DISNEY WALT CO COM 254687106 4,118 43,623 SH   SOLE   43,623 0 0
WEX INC COM 96208T104 6,316 40,603 SH   SOLE   40,603 0 0