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
ACUSHNET HLDGS CORP COM 005098108 6,289 144,616 SH   SOLE   144,616 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 28,383 103,137 SH   SOLE   88,793 0 14,344
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 8,842 110,543 SH   SOLE   110,543 0 0
ALPHABET INC CAP STK CL A 02079K305 99,717 1,042,523 SH   SOLE   914,923 0 127,600
AMAZON COM INC COM 023135106 190,339 1,684,419 SH   SOLE   1,490,925 0 193,494
AMETEK INC COM 031100100 5,516 48,635 SH   SOLE   48,635 0 0
AMPHENOL CORP NEW CL A 032095101 13,857 206,949 SH   SOLE   206,949 0 0
APPLE INC COM 037833100 137,143 992,355 SH   SOLE   882,473 0 109,882
ASML HOLDING N V N Y REGISTRY SHS N07059210 23,551 56,701 SH   SOLE   56,701 0 0
ATLASSIAN CORP PLC CL A G06242104 5,679 26,967 SH   SOLE   26,967 0 0
BLACKSTONE INC COM 09260D107 23,156 276,660 SH   SOLE   235,739 0 40,921
CANADIAN NATL RY CO COM 136375102 3,018 27,950 SH   SOLE   27,950 0 0
CANADIAN PAC RY LTD COM 13645T100 10,658 159,740 SH   SOLE   159,740 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 86,697 57,692 SH   SOLE   52,386 0 5,306
CINTAS CORP COM 172908105 8,612 22,184 SH   SOLE   22,184 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 5,155 120,954 SH   SOLE   120,954 0 0
COSTAR GROUP INC COM 22160N109 14,428 207,152 SH   SOLE   207,152 0 0
COSTCO WHSL CORP NEW COM 22160K105 65,932 139,607 SH   SOLE   125,650 0 13,957
CROWN CASTLE INC COM 22822V101 799 5,527 SH   SOLE   5,527 0 0
DANAHER CORPORATION COM 235851102 48,072 186,116 SH   SOLE   162,452 0 23,664
DEVON ENERGY CORP NEW COM 25179M103 25,834 429,634 SH   SOLE   374,764 0 54,870
DISNEY WALT CO COM 254687106 2,754 29,199 SH   SOLE   29,199 0 0
DOMINOS PIZZA INC COM 25754A201 3,224 10,394 SH   SOLE   10,394 0 0
ENPHASE ENERGY INC COM 29355A107 5,279 19,026 SH   SOLE   19,026 0 0
ETSY INC COM 29786A106 3,334 33,294 SH   SOLE   33,294 0 0
FERRARI N V COM N3167Y103 1,565 8,462 SH   SOLE   8,462 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 6,663 51,040 SH   SOLE   51,040 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 3,249 55,611 SH   SOLE   55,611 0 0
HEICO CORP NEW COM 422806109 8,208 57,011 SH   SOLE   57,011 0 0
HOME DEPOT INC COM 437076102 51,408 186,300 SH   SOLE   160,063 0 26,237
IDEXX LABS INC COM 45168D104 10,279 31,551 SH   SOLE   31,551 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 5,391 28,762 SH   SOLE   28,762 0 0
KLA CORP COM NEW 482480100 6,476 21,400 SH   SOLE   21,400 0 0
LAUDER ESTEE COS INC CL A 518439104 9,259 42,887 SH   SOLE   19,495 0 23,392
LILLY ELI & CO COM 532457108 66,966 207,100 SH   SOLE   182,956 0 24,144
LINDE PLC SHS G5494J103 6,186 22,945 SH   SOLE   22,945 0 0
LULULEMON ATHLETICA INC COM 550021109 14,572 52,125 SH   SOLE   52,125 0 0
MASTERCARD INCORPORATED CL A 57636Q104 12,697 44,653 SH   SOLE   44,653 0 0
MERCADOLIBRE INC COM 58733R102 1,391 1,681 SH   SOLE   1,681 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 10,062 9,281 SH   SOLE   9,281 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 6,681 109,468 SH   SOLE   109,468 0 0
MICROSOFT CORP COM 594918104 175,549 753,752 SH   SOLE   670,367 0 83,385
MONSTER BEVERAGE CORP NEW COM 61174X109 5,381 61,882 SH   SOLE   61,882 0 0
MSCI INC COM 55354G100 10,174 24,122 SH   SOLE   24,122 0 0
NETFLIX INC COM 64110L106 3,305 14,036 SH   SOLE   14,036 0 0
NIKE INC CL B 654106103 417 5,012 SH   SOLE   5,012 0 0
NOVANTA INC COM 67000B104 4,912 42,470 SH   SOLE   42,470 0 0
NVIDIA CORPORATION COM 67066G104 48,113 396,351 SH   SOLE   346,419 0 49,932
NVR INC COM 62944T105 4,765 1,195 SH   SOLE   1,195 0 0
ON HLDG AG NAMEN AKT A H5919C104 10,910 679,765 SH   SOLE   529,746 0 150,019
ON SEMICONDUCTOR CORP COM 682189105 36,687 588,591 SH   SOLE   524,251 0 64,340
OREILLY AUTOMOTIVE INC COM 67103H107 10,965 15,590 SH   SOLE   15,590 0 0
PAYPAL HLDGS INC COM 70450Y103 51,919 603,214 SH   SOLE   532,351 0 70,863
PIONEER NAT RES CO COM 723787107 18,963 87,576 SH   SOLE   87,576 0 0
REPLIGEN CORP COM 759916109 5,580 29,824 SH   SOLE   29,824 0 0
S&P GLOBAL INC COM 78409V104 2,933 9,605 SH   SOLE   9,605 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 3,617 12,707 SH   SOLE   12,707 0 0
SEA LTD SPONSORD ADS 81141R100 1,145 20,435 SH   SOLE   20,435 0 0
SERVICENOW INC COM 81762P102 39,557 104,756 SH   SOLE   92,446 0 12,310
SHERWIN WILLIAMS CO COM 824348106 64,889 316,919 SH   SOLE   283,385 0 33,534
SNOWFLAKE INC CL A 833445109 4,817 28,343 SH   SOLE   28,343 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 5,138 59,541 SH   SOLE   59,541 0 0
SYNOPSYS INC COM 871607107 8,340 27,300 SH   SOLE   27,300 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 3,166 46,174 SH   SOLE   46,174 0 0
TESLA INC COM 88160R101 83,933 316,428 SH   SOLE   282,612 0 33,816
T-MOBILE US INC COM 872590104 77,489 577,544 SH   SOLE   491,518 0 86,026
TOAST INC CL A 888787108 3,169 189,531 SH   SOLE   189,531 0 0
UBER TECHNOLOGIES INC COM 90353T100 12,754 481,275 SH   SOLE   481,275 0 0
UNITEDHEALTH GROUP INC COM 91324P102 69,221 137,060 SH   SOLE   120,726 0 16,334
VISA INC COM CL A 92826C839 44,000 247,677 SH   SOLE   207,875 0 39,802