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
3-D SYS CORP DEL COM NEW 88554D205   665,796 135,600 SH   SOLE   135,600 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   62,107,777 202,233 SH   SOLE   202,233 0 0
AGCO CORP COM 001084102   603,228 5,100 SH   SOLE   5,100 0 0
ALPHABET INC CAP STK CL A 02079K305   101,379,467 774,717 SH   SOLE   774,717 0 0
ALTERYX INC COM CL A 02156B103   16,885,120 448,000 SH   SOLE   448,000 0 0
AMAZON COM INC COM 023135106   136,520,397 1,073,949 SH   SOLE   1,073,949 0 0
ANSYS INC COM 03662Q105   2,616,655 8,794 SH   SOLE   8,794 0 0
APPLE INC COM 037833100   1,722,716 10,062 SH   SOLE   10,062 0 0
APPLIED MATLS INC COM 038222105   415,350 3,000 SH   SOLE   3,000 0 0
AST SPACEMOBILE INC COM CL A 00217D100   1,130,500 297,500 SH   SOLE   297,500 0 0
AUTODESK INC COM 052769106   1,615,968 7,810 SH   SOLE   7,810 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   318,528 3,600 SH   SOLE   3,600 0 0
BIONTECH SE SPONSORED ADS 09075V102   15,705,325 144,563 SH   SOLE   144,563 0 0
BLACKSKY TECHNOLOGY INC COM CL A 09263B108   947,700 810,000 SH   SOLE   810,000 0 0
BROADCOM INC COM 11135F101   18,023,586 21,700 SH   SOLE   21,700 0 0
BRUKER CORP COM 116794108   6,217,167 99,794 SH   SOLE   99,794 0 0
BUMBLE INC COM CL A 12047B105   2,381,576 159,623 SH   SOLE   159,623 0 0
CAMTEK LTD ORD M20791105   7,471,200 120,000 SH   SOLE   120,000 0 0
CBOE GLOBAL MKTS INC COM 12503M108   14,682,959 93,995 SH   SOLE   93,995 0 0
CHART INDS INC COM 16115Q308   674,789 3,990 SH   SOLE   3,990 0 0
CLOUDFLARE INC CL A COM 18915M107   24,585,600 390,000 SH   SOLE   390,000 0 0
COGNEX CORP COM 192422103   2,505,743 59,042 SH   SOLE   59,042 0 0
CONFLUENT INC CLASS A COM 20717M103   16,522,380 558,000 SH   SOLE   558,000 0 0
COOPER COS INC COM NEW 216648402   8,306,740 26,121 SH   SOLE   26,121 0 0
CREDICORP LTD COM G2519Y108   3,690,143 28,836 SH   SOLE   28,836 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   38,999,540 233,000 SH   SOLE   233,000 0 0
DANAHER CORPORATION COM 235851102   12,584,873 50,725 SH   SOLE   50,725 0 0
DARLING INGREDIENTS INC COM 237266101   3,484,142 66,746 SH   SOLE   66,746 0 0
DATADOG INC CL A COM 23804L103   31,334,960 344,000 SH   SOLE   344,000 0 0
DEERE & CO COM 244199105   1,773,686 4,700 SH   SOLE   4,700 0 0
DIGITAL RLTY TR INC COM 253868103   662,706 5,476 SH   SOLE   5,476 0 0
DIGITALOCEAN HLDGS INC COM 25402D102   12,471,570 519,000 SH   SOLE   519,000 0 0
DYNATRACE INC COM NEW 268150109   10,836,547 231,897 SH   SOLE   231,897 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   29,103,281 420,082 SH   SOLE   420,082 0 0
LILLY ELI & CO COM 532457108   945,349 1,760 SH   SOLE   1,760 0 0
ENPHASE ENERGY INC COM 29355A107   12,735,900 106,000 SH   SOLE   106,000 0 0
LAUDER ESTEE COS INC CL A 518439104   807,890 5,589 SH   SOLE   5,589 0 0
FACTSET RESH SYS INC COM 303075105   11,412,049 26,099 SH   SOLE   26,099 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106   68,670,086 629,135 SH   SOLE   629,135 0 0
FORTINET INC COM 34959E109   18,660,240 318,000 SH   SOLE   318,000 0 0
GARMIN LTD SHS H2906T109   1,536,762 14,608 SH   SOLE   14,608 0 0
GENERAL MLS INC COM 370334104   307,152 4,800 SH   SOLE   4,800 0 0
GILAT SATELLITE NETWORKS LTD SHS NEW M51474118   874,480 136,000 SH   SOLE   136,000 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   483,863 8,250 SH   SOLE   8,250 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   369,940 17,450 SH   SOLE   17,450 0 0
HUBSPOT INC COM 443573100   4,334,493 8,801 SH   SOLE   8,801 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   1,068,320 3,655 SH   SOLE   3,655 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   3,079,673 67,700 SH   SOLE   67,700 0 0
IRON MTN INC DEL COM 46284V101   5,089,158 85,604 SH   SOLE   85,604 0 0
KEURIG DR PEPPER INC COM 49271V100   571,417 18,100 SH   SOLE   18,100 0 0
LINDE PLC SHS G54950103   70,911,452 190,443 SH   SOLE   190,443 0 0
MASTERCARD INCORPORATED CL A 57636Q104   76,274,042 192,655 SH   SOLE   192,655 0 0
MERCADOLIBRE INC COM 58733R102   31,189,848 24,600 SH   SOLE   24,600 0 0
MICROSOFT CORP COM 594918104   152,476,623 482,903 SH   SOLE   482,903 0 0
MODERNA INC COM 60770K107   9,734,773 94,247 SH   SOLE   94,247 0 0
MONOLITHIC PWR SYS INC COM 609839105   4,219,446 9,133 SH   SOLE   9,133 0 0
MSCI INC COM 55354G100   15,648,940 30,500 SH   SOLE   30,500 0 0
NEXTERA ENERGY INC COM 65339F101   1,841,874 32,150 SH   SOLE   32,150 0 0
NICE LTD SPONSORED ADR 653656108   8,792,230 51,719 SH   SOLE   51,719 0 0
NIKE INC CL B 654106103   1,176,031 12,299 SH   SOLE   12,299 0 0
NVIDIA CORPORATION COM 67066G104   92,109,568 211,751 SH   SOLE   211,751 0 0
ORACLE CORP COM 68389X105   83,081,742 784,382 SH   SOLE   784,382 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   19,440,000 1,215,000 SH   SOLE   1,215,000 0 0
PALO ALTO NETWORKS INC COM 697435105   35,890,420 153,090 SH   SOLE   153,090 0 0
PAYCOM SOFTWARE INC COM 70432V102   7,961,404 30,707 SH   SOLE   30,707 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   17,456,460 178,000 SH   SOLE   178,000 0 0
PLANET FITNESS INC CL A 72703H101   6,502,433 132,217 SH   SOLE   132,217 0 0
PLANET LABS PBC COM CL A 72703X106   2,615,600 1,006,000 SH   SOLE   1,006,000 0 0
PROLOGIS INC. COM 74340W103   729,365 6,500 SH   SOLE   6,500 0 0
REDWIRE CORPORATION COM 75776W103   1,176,230 407,000 SH   SOLE   407,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107   452,628 550 SH   SOLE   550 0 0
REPUBLIC SVCS INC COM 760759100   587,854 4,125 SH   SOLE   4,125 0 0
ROCKET LAB USA INC COM 773122106   3,565,320 814,000 SH   SOLE   814,000 0 0
ROLLINS INC COM 775711104   2,630,832 70,475 SH   SOLE   70,475 0 0
SALESFORCE INC COM 79466L302   8,111,200 40,000 SH   SOLE   40,000 0 0
SERVICENOW INC COM 81762P102   37,335,734 66,795 SH   SOLE   66,795 0 0
SHOPIFY INC CL A 82509L107   15,334,170 281,000 SH   SOLE   281,000 0 0
SIRIUS XM HOLDINGS INC COM 82968B103   1,193,280 264,000 SH   SOLE   264,000 0 0
SNOWFLAKE INC CL A 833445109   25,512,590 167,000 SH   SOLE   167,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   834,438 5,396 SH   SOLE   5,396 0 0
STERIS PLC SHS USD G8473T100   13,460,979 61,348 SH   SOLE   61,348 0 0
STRYKER CORPORATION COM 863667101   51,596,656 188,812 SH   SOLE   188,812 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   71,187,872 819,193 SH   SOLE   819,193 0 0
TERADYNE INC COM 880770102   210,966 2,100 SH   SOLE   2,100 0 0
TESLA INC COM 88160R101   32,732,280 130,814 SH   SOLE   130,814 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   47,076,848 93,006 SH   SOLE   93,006 0 0
T-MOBILE US INC COM 872590104   1,729,618 12,350 SH   SOLE   12,350 0 0
TRIMBLE INC COM 896239100   1,595,872 29,630 SH   SOLE   29,630 0 0
TWILIO INC CL A 90138F102   9,774,510 167,000 SH   SOLE   167,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,179,805 2,340 SH   SOLE   2,340 0 0
UNITY SOFTWARE INC COM 91332U101   10,013,410 319,000 SH   SOLE   319,000 0 0
VEEVA SYS INC CL A COM 922475108   10,379,613 51,018 SH   SOLE   51,018 0 0
VELO3D INC COMMON STOCK 92259N104   1,230,840 789,000 SH   SOLE   789,000 0 0
VERISK ANALYTICS INC COM 92345Y106   6,601,727 27,945 SH   SOLE   27,945 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   420,766 1,210 SH   SOLE   1,210 0 0
VISA INC COM CL A 92826C839   106,391,816 462,553 SH   SOLE   462,553 0 0
YUM BRANDS INC COM 988498101   57,774,256 462,416 SH   SOLE   462,416 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   19,379,470 1,181,675 SH   SOLE   1,181,675 0 0
ZSCALER INC COM 98980G102   34,058,651 218,900 SH   SOLE   218,900 0 0