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
ACCENTURE PLC SHS CLASS A G1151C101   468,304 1,755 SH   SOLE NONE 31,365 0 0
ADOBE INC COM 00724F101   5,070,930 15,052 SH   SOLE NONE 235,830 0 0
ADVANCED MICRO DEVICES COM 007903107   136,148,354 2,102,028 SH   SOLE NONE 4,930,846 0 0
AGNICO EAGLE MINES LTD COM 008474108   156,430,747 3,008,838 SH   SOLE NONE 59,068 0 0
ALBEMARLE CORP COM 012653101   1,384,434 6,384 SH   SOLE NONE 1,796,499 0 0
ALIBABA GROUP HOLDING SPONSORED ADS 01609W102   318,538,701 3,615,798 SH   SOLE NONE 1,500 0 0
ALIGN TECHNOLOGY INC COM 016255101   1,677,658 7,935 SH   SOLE NONE 415,316 0 0
ALPHABET INC CAP STK CL A 02079K305   55,522,648 629,264 SH   SOLE NONE 1,269,744 0 0
AMAZON.COM INC COM 023135106   34,886,544 415,316 SH   SOLE NONE 1,400 0 0
ANALOG DEVICES INC COM 032654105   718,968 4,384 SH   SOLE NONE 2,794,100 0 0
ANSYS INC COM 03662Q105   13,347,781 55,206 SH   SOLE NONE 34,024 0 0
APPLE INC COM 037833100   454,755 3,500 SH   SOLE NONE 629,264 0 0
APTIV PLC SHS G6095L109   93,130 1,000 SH   SOLE NONE 3,426,035 0 0
AUTODESK INC COM 052769106   7,107,880 38,008 SH   SOLE NONE 565,395 0 0
BAIDU INC SPON ADR REP A 056752108   3,587,529 31,365 SH   SOLE NONE 855,863 0 0
BARRICK GOLD CORP COM 067901108   138,047,854 8,035,293 SH   SOLE NONE 2,441 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   89,892,656 868,612 SH   SOLE NONE 64,868 0 0
BLOCK INC CL A 852234103   36,663,181 583,437 SH   SOLE NONE 17,276 0 0
BOOKING HOLDINGS INC COM 09857L108   37,335,077 18,526 SH   SOLE NONE 3,615,798 0 0
BROWN & BROWN INC COM 115236101   1,679,134 29,474 SH   SOLE NONE 26,419 0 0
CENTENE CORP COM 15135B101   109,969,028 1,340,926 SH   SOLE NONE 7,089 0 0
CHINDATA GROUP HOLDINGS ADS 16955F107   15,425,177 1,935,452 SH   SOLE NONE 88,160 0 0
CINTAS CORP COM 172908105   2,715,591 6,013 SH   SOLE NONE 41,149 0 0
CISCO SYSTEMS INC COM 17275R102   723,985 15,197 SH   SOLE NONE 753,757 0 0
CLARIVATE PLC ORD SHS G21810109   9,440,480 1,131,952 SH   SOLE NONE 3,500 0 0
CLEARSIDE BIOMEDICAL INC COM 185063104   2,688,385 2,400,344 SH   SOLE NONE 25,000 0 0
COCA-COLA CONSOLIDATED INC COM 191216100   731,138 1,427 SH   SOLE NONE 407,747 0 0
COLGATE-PALMOLIVE CO COM 194162103   41,138,076 521,927 SH   SOLE NONE 870,509 0 0
CONSTELLATION BRANDS INC CL A 21036P108   83,027,649 358,256 SH   SOLE NONE 11,796 0 0
COPART INC COM 217204106   3,306,875 54,309 SH   SOLE NONE 6,384 0 0
CORCEPT THERAPEUTICS INC COM 218352102   1,230,339 60,578 SH   SOLE NONE 108,999 0 0
COSTCO WHOLESALE CORP COM 22160K105   49,758,035 108,999 SH   SOLE NONE 678,193 0 0
DANAHER CORP COM 235851102   194,584,415 733,107 SH   SOLE NONE 3,008,838 0 0
DARLING INGREDIENTS INC COM 237266101   1,653,565 26,419 SH   SOLE NONE 18,526 0 0
DEERE & CO COM 244199105   44,072,237 102,790 SH   SOLE NONE 358,256 0 0
EATON CORP PLC SHS G29183103   44,993,327 286,673 SH   SOLE NONE 449,539 0 0
ECOLAB INC COM 278865100   8,556,890 58,786 SH   SOLE NONE 250,296 0 0
EHANG HOLDINGS LTD ADS 26853E102   4,538,270 529,087 SH   SOLE NONE 42,054 0 0
ELEVANCE HEALTH INC COM 036752103   230,599,970 449,539 SH   SOLE NONE 17,800 0 0
ELI LILLY & CO COM 532457108   227,574,029 622,030 SH   SOLE NONE 15,052 0 0
EMERSON ELECTRIC CO COM 291011104   54,311,966 565,395 SH   SOLE NONE 733,107 0 0
ESTEE LAUDER COMPANIES CL A 518439104   10,450,956 42,054 SH   SOLE NONE 16,464 0 0
FERGUSON PLC SHS G3421J106   60,464,384 476,210 SH   SOLE NONE 710,821 0 0
FORTINET INC COM 34959E109   605,454 12,384 SH   SOLE NONE 103,806 0 0
FRONTDOOR INC COM 35905A109   5,551,520 266,900 SH   SOLE NONE 32,826 0 0
FULL TRUCK ALLIANCE SPONSORED ADS 35969L108   29,983,877 3,746,711 SH   SOLE NONE 3,025 0 0
GARMIN LTD SHS H2906T109   1,642,762 17,800 SH   SOLE NONE 18,312 0 0
GENERAL MILLS INC COM 370334104   730,753 8,715 SH   SOLE NONE 33,087 0 0
GENERAL MOTORS CO COM 37045V100   874,640 26,000 SH   SOLE NONE 21,892 0 0
GEOPARK LTD USD SHS G38327105   10,478,082 678,193 SH   SOLE NONE 54,309 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   4,569,185 107,713 SH   SOLE NONE 6,013 0 0
HELMERICH & PAYNE COM 423452101   247,850 5,000 SH   SOLE NONE 1,098 0 0
HEXCEL CORP COM 428291108   2,548,499 43,305 SH   SOLE NONE 15,997 0 0
HILTON WORLDWIDE HOLDINGS IN COM 43300A203   584,668 4,627 SH   SOLE NONE 7,935 0 0
HOME DEPOT INC COM 437076102   75,359,707 238,580 SH   SOLE NONE 55,206 0 0
HOULIHAN LOKEY INC CL A 441593100   871,600 10,000 SH   SOLE NONE 1,340,926 0 0
HUMANA INC COM 444859102   144,094,263 281,329 SH   SOLE NONE 32,463 0 0
INGERSOLL-RAND INC COM 45687V106   39,383,803 753,757 SH   SOLE NONE 17,648 0 0
INTEL CORP COM 458140100   264,300 10,000 SH   SOLE NONE 622,030 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   184,333,933 1,796,499 SH   SOLE NONE 48,637 0 0
INTUIT INC COM 461202103   6,234,119 15,997 SH   SOLE NONE 70,456 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   3,141,112 11,796 SH   SOLE NONE 583,437 0 0
JD.COM INC SPON ADR CL A 47215P106   192,322,952 3,426,035 SH   SOLE NONE 851,766 0 0
JINKOSOLAR HOLDING CO SPONSORED ADR 47759T100   38,223 935 SH   SOLE NONE 8,035,293 0 0
JPMORGAN CHASE & CO COM 46625H100   2,011,500 15,000 SH   SOLE NONE 639 0 0
KANZHUN LTD SPONSORED ADS 48553T106   6,489,821 318,597 SH   SOLE NONE 1,383,337 0 0
KE HOLDINGS INC SPONSORED ADS 482497104   134,791,157 9,653,732 SH   SOLE NONE 15,000 0 0
LAM RESEARCH CORP COM 512807108   2,521,800 6,000 SH   SOLE NONE 135,629 0 0
LENNOX INTERNATIONAL INC COM 526107107   262,675 1,098 SH   SOLE NONE 38,008 0 0
LULULEMON ATHLETICA INC COM 550021109   204,723 639 SH   SOLE NONE 2,400,344 0 0
MARRIOTT INTERNATIONAL CL A 571903202   2,451,325 16,464 SH   SOLE NONE 7,972 0 0
MARVELL TECHNOLOGY INC COM 573874104   53,126,805 1,434,309 SH   SOLE NONE 1,844,097 0 0
MASIMO CORP COM 574795100   4,789,447 32,463 SH   SOLE NONE 209,965 0 0
MASTEC INC COM 576323109   7,522,693 88,160 SH   SOLE NONE 58,786 0 0
MASTERCARD INC CL A 57636Q104   82,007,330 235,830 SH   SOLE NONE 43,305 0 0
MEDPACE HOLDINGS INC COM 58506Q109   559,063 2,632 SH   SOLE NONE 5,975 0 0
MERCADOLIBRE INC COM 58733R102   54,907,662 64,868 SH   SOLE NONE 1,110,649 0 0
MERUS NV COM N5749R100   6,963,496 449,652 SH   SOLE NONE 9,653,732 0 0
META PLATFORMS INC CL A 30303M102   168,476 1,400 SH   SOLE NONE 1,935,452 0 0
MICROSOFT CORP COM 594918104   304,532,129 1,269,744 SH   SOLE NONE 107,713 0 0
MINISO GROUP HOLDING LTD SPONSORED ADS 66981J102   52,877,294 4,926,114 SH   SOLE NONE 4,926,114 0 0
MP MATERIALS CORP COM CL A 553368101   48,560 2,000 SH   SOLE NONE 360,407 0 0
NEW ORIENTAL EDUCATIO SPON ADR 647581206   48,206,572 1,383,337 SH   SOLE NONE 2,000 0 0
NEWMONT CORP COM 651639106   131,882,531 2,794,100 SH   SOLE NONE 529,087 0 0
NEXTERA ENERGY INC COM 65339F101   22,205,581 265,617 SH   SOLE NONE 4,412,770 0 0
NIKE INC CL B 654106103   175,515 1,500 SH   SOLE NONE 2,961,810 0 0
NORDSON CORP COM 655663102   716,488 3,014 SH   SOLE NONE 2,102,028 0 0
NOV INC COM 62955J103   522,250 25,000 SH   SOLE NONE 301,227 0 0
NVIDIA CORP COM 67066G104   6,011,508 41,149 SH   SOLE NONE 318,597 0 0
NXP SEMICONDUCTORS NV COM N6596X109   33,180,769 209,965 SH   SOLE NONE 3,746,711 0 0
ON SEMICONDUCTOR COM 682189105   497,214 7,972 SH   SOLE NONE 738,378 0 0
ORACLE CORP COM 68389X105   281,919,177 3,448,996 SH   SOLE NONE 4,627 0 0
O'REILLY AUTOMOTIVE INC COM 67103H107   125,496,142 148,687 SH   SOLE NONE 1,755 0 0
PALO ALTO NETWORKS INC COM 697435105   103,042,053 738,378 SH   SOLE NONE 29,474 0 0
PAYCHEX INC COM 704326107   2,529,840 21,892 SH   SOLE NONE 3,014 0 0
PAYPAL HOLDINGS INC COM 70450Y103   17,826,081 250,296 SH   SOLE NONE 521,927 0 0
PFIZER INC COM 717081103   3,610,165 70,456 SH   SOLE NONE 15,197 0 0
PINTEREST INC CL A 72352L106   2,520,410 103,806 SH   SOLE NONE 137,624 0 0
PLUG POWER INC COM NEW 72919P202   1,020,278 82,480 SH   SOLE NONE 8,715 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   566,160 12,000 SH   SOLE NONE 711,372 0 0
PROCTER & GAMBLE CO/THE COM 742718109   7,387,966 48,637 SH   SOLE NONE 23,091 0 0
RESMED INC COM 761152107   6,900,808 33,087 SH   SOLE NONE 148,687 0 0
S&P GLOBAL INC COM 78409V104   238,287,442 711,372 SH   SOLE NONE 281,329 0 0
SALESFORCE INC COM 79466L302   2,339,889 17,648 SH   SOLE NONE 1,434,309 0 0
SCHLUMBERGER LTD COM STK 806857108   263,598,013 4,930,846 SH   SOLE NONE 3,448,996 0 0
SEA LTD SPONSORED ADS 81141R100   21,223,022 407,747 SH   SOLE NONE 935 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100   1,604,240 22,000 SH   SOLE NONE 265,617 0 0
SERVICENOW INC COM 81762P102   6,708,073 17,276 SH   SOLE NONE 1,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   1,692,538 5,975 SH   SOLE NONE 1,000 0 0
SOUTHWEST AIRLINES CO COM 844741108   238,687 7,089 SH   SOLE NONE 22,000 0 0
SS&C TECHNOLOGIES HOLDINGS COM 78467J100   157,482 3,025 SH   SOLE NONE 26,000 0 0
STRYKER CORP COM 863667101   212,837,539 870,509 SH   SOLE NONE 238,580 0 0
SUNNOVA ENERGY INTERNATIONAL COM 86745K104   6,490,930 360,407 SH   SOLE NONE 82,480 0 0
SUNRUN INC COM 86771W105   26,677,789 1,110,649 SH   SOLE NONE 15,000 0 0
SYNOPSYS INC COM 871607107   319,290 1,000 SH   SOLE NONE 476,210 0 0
TAIWAN SEMICONDUCTOR-SP ADR SPONSORED ADS 874039100   4,399,975 59,068 SH   SOLE NONE 102,790 0 0
TASKUS INC CLASS A COM 87652V109   5,089,066 301,227 SH   SOLE NONE 286,673 0 0
TDCX INC ADS 87190U100   1,713,589 137,624 SH   SOLE NONE 6,000 0 0
TESLA INC COM 88160R101   1,847,700 15,000 SH   SOLE NONE 5,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   18,777,272 34,024 SH   SOLE NONE 868,612 0 0
T-MOBILE US INC COM 872590104   119,819,774 855,863 SH   SOLE NONE 973 0 0
TPI COMPOSITES INC COM 87266J104   8,636,907 851,766 SH   SOLE NONE 2,632 0 0
TRADEWEB MARKETS INC CL A 892672106   46,153,608 710,821 SH   SOLE NONE 10,000 0 0
TRANSUNION COM 89400J107   1,872,564 32,826 SH   SOLE NONE 6,000 0 0
TUYA INC SPONSERED ADS 90114C107   8,424,532 4,412,770 SH   SOLE NONE 266,900 0 0
UBER TECHNOLOGIES INC COM 90353T100   45,604,519 1,844,097 SH   SOLE NONE 449,652 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,060,360 2,000 SH   SOLE NONE 2,000 0 0
VEEVA SYSTEMS INC CL A COM 922475108   2,956,421 18,312 SH   SOLE NONE 1,427 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   236,400 6,000 SH   SOLE NONE 60,578 0 0
VISA INC COM CL A 92826C839   507,142 2,441 SH   SOLE NONE 4,384 0 0
WASTE MANAGEMENT INC COM 94106L109   21,277,478 135,629 SH   SOLE NONE 12,384 0 0
WATTS WATER TECHNOLOGIES CL A 942749102   530,961 3,631 SH   SOLE NONE 3,631 0 0
WORKDAY INC CL A 98138H101   3,863,817 23,091 SH   SOLE NONE 1,131,952 0 0
WW GRAINGER INC COM 384802104   541,231 973 SH   SOLE NONE 12,000 0 0
ZHIHU INC ADS 98955N108   3,850,353 2,961,810 SH   SOLE NONE 10,000 0 0