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 IRELAND SHS CLASS A G1151C101   74,041,660 210,999 SH   SOLE   210,999 0 0
ADOBE INC COM 00724F101   9,396,450 15,750 SH   SOLE   15,750 0 0
AGCO CORP COM 001084102   376,371 3,100 SH   SOLE   3,100 0 0
ALPHABET INC CAP STK CL A 02079K305   96,457,901 690,514 SH   SOLE   690,514 0 0
AMAZON COM INC COM 023135106   165,097,093 1,086,594 SH   SOLE   1,086,594 0 0
ANSYS INC COM 03662Q105   2,683,135 7,394 SH   SOLE   7,394 0 0
APPLE INC COM 037833100   2,119,371 11,008 SH   SOLE   11,008 0 0
APPLIED MATLS INC COM 038222105   794,143 4,900 SH   SOLE   4,900 0 0
ARISTA NETWORKS INC COM 040413106   635,877 2,700 SH   SOLE   2,700 0 0
AST SPACEMOBILE INC COM CL A 00217D100   1,793,925 297,500 SH   SOLE   297,500 0 0
AUTODESK INC COM 052769106   1,487,663 6,110 SH   SOLE   6,110 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   385,680 4,000 SH   SOLE   4,000 0 0
BIONTECH SE SPONSORED ADS 09075V102   18,110,453 171,598 SH   SOLE   171,598 0 0
BLACKSKY TECHNOLOGY INC COM CL A 09263B108   1,254,400 896,000 SH   SOLE   896,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107   443,172 7,666 SH   SOLE   7,666 0 0
BROADCOM INC COM 11135F101   23,887,750 21,400 SH   SOLE   21,400 0 0
BRUKER CORP COM 116794108   8,909,230 121,247 SH   SOLE   121,247 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   228,791 840 SH   SOLE   840 0 0
CAMTEK LTD ORD M20791105   18,135,932 261,400 SH   SOLE   261,400 0 0
CBOE GLOBAL MKTS INC COM 12503M108   10,854,306 60,788 SH   SOLE   60,788 0 0
CHART INDS INC COM 16115Q308   451,253 3,310 SH   SOLE   3,310 0 0
CHENIERE ENERGY INC COM NEW 16411R208   588,950 3,450 SH   SOLE   3,450 0 0
CLOUDFLARE INC CL A COM 18915M107   33,936,776 407,600 SH   SOLE   407,600 0 0
CONFLUENT INC CLASS A COM 20717M103   18,373,680 785,200 SH   SOLE   785,200 0 0
COOPER COS INC COM NEW 216648402   9,018,983 23,832 SH   SOLE   23,832 0 0
CREDICORP LTD COM G2519Y108   5,199,123 34,677 SH   SOLE   34,677 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   51,217,192 200,600 SH   SOLE   200,600 0 0
DANAHER CORPORATION COM 235851102   12,421,802 53,695 SH   SOLE   53,695 0 0
DARLING INGREDIENTS INC COM 237266101   3,326,621 66,746 SH   SOLE   66,746 0 0
DATADOG INC CL A COM 23804L103   42,992,796 354,200 SH   SOLE   354,200 0 0
DEERE & CO COM 244199105   1,879,389 4,700 SH   SOLE   4,700 0 0
DIGITALOCEAN HLDGS INC COM 25402D102   17,493,792 476,800 SH   SOLE   476,800 0 0
DYNATRACE INC COM NEW 268150109   12,040,715 220,163 SH   SOLE   220,163 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   34,081,692 446,973 SH   SOLE   446,973 0 0
LILLY ELI & CO COM 532457108   17,639,160 30,260 SH   SOLE   30,260 0 0
ENPHASE ENERGY INC COM 29355A107   20,283,490 153,500 SH   SOLE   153,500 0 0
EQUINIX INC COM 29444U700   595,989 740 SH   SOLE   740 0 0
LAUDER ESTEE COS INC CL A 518439104   650,082 4,445 SH   SOLE   4,445 0 0
FACTSET RESH SYS INC COM 303075105   9,082,555 19,039 SH   SOLE   19,039 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106   79,487,822 609,803 SH   SOLE   609,803 0 0
FORTINET INC COM 34959E109   15,428,508 263,600 SH   SOLE   263,600 0 0
GARMIN LTD SHS H2906T109   2,173,612 16,910 SH   SOLE   16,910 0 0
GILAT SATELLITE NETWORKS LTD SHS NEW M51474118   1,044,810 171,000 SH   SOLE   171,000 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   480,106 7,850 SH   SOLE   7,850 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   447,238 16,216 SH   SOLE   16,216 0 0
HUBSPOT INC COM 443573100   7,012,924 12,080 SH   SOLE   12,080 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   1,148,711 3,405 SH   SOLE   3,405 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   3,280,452 79,700 SH   SOLE   79,700 0 0
IRON MTN INC DEL COM 46284V101   5,634,720 80,519 SH   SOLE   80,519 0 0
KEURIG DR PEPPER INC COM 49271V100   355,392 10,666 SH   SOLE   10,666 0 0
LAM RESEARCH CORP COM 512807108   215,397 275 SH   SOLE   275 0 0
LANTHEUS HLDGS INC COM 516544103   1,455,326 23,473 SH   SOLE   23,473 0 0
LINDE PLC SHS G54950103   80,252,324 195,399 SH   SOLE   195,399 0 0
MASTERCARD INCORPORATED CL A 57636Q104   79,828,598 187,167 SH   SOLE   187,167 0 0
MERCADOLIBRE INC COM 58733R102   36,302,574 23,100 SH   SOLE   23,100 0 0
META PLATFORMS INC CL A 30303M102   353,960 1,000 SH   SOLE   1,000 0 0
MICROSOFT CORP COM 594918104   173,936,550 462,548 SH   SOLE   462,548 0 0
MODERNA INC COM 60770K107   218,790 2,200 SH   SOLE   2,200 0 0
MONOLITHIC PWR SYS INC COM 609839105   2,044,989 3,242 SH   SOLE   3,242 0 0
MSCI INC COM 55354G100   12,274,605 21,700 SH   SOLE   21,700 0 0
NEXTERA ENERGY INC COM 65339F101   2,135,011 35,150 SH   SOLE   35,150 0 0
NICE LTD SPONSORED ADR 653656108   11,673,331 58,510 SH   SOLE   58,510 0 0
NIKE INC CL B 654106103   1,678,058 15,456 SH   SOLE   15,456 0 0
NVIDIA CORPORATION COM 67066G104   129,813,010 262,132 SH   SOLE   262,132 0 0
ORACLE CORP COM 68389X105   83,977,420 796,523 SH   SOLE   796,523 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   17,891,140 1,042,000 SH   SOLE   1,042,000 0 0
PALO ALTO NETWORKS INC COM 697435105   39,835,340 135,090 SH   SOLE   135,090 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   22,604,895 154,500 SH   SOLE   154,500 0 0
PLANET FITNESS INC CL A 72703H101   10,371,986 142,082 SH   SOLE   142,082 0 0
PLANET LABS PBC COM CL A 72703X106   2,697,240 1,092,000 SH   SOLE   1,092,000 0 0
PROLOGIS INC. COM 74340W103   703,824 5,280 SH   SOLE   5,280 0 0
REDWIRE CORPORATION COM 75776W103   1,282,500 450,000 SH   SOLE   450,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107   456,711 520 SH   SOLE   520 0 0
REPUBLIC SVCS INC COM 760759100   604,561 3,666 SH   SOLE   3,666 0 0
ROCKET LAB USA INC COM 773122106   5,048,890 913,000 SH   SOLE   913,000 0 0
ROLLINS INC COM 775711104   2,850,123 65,265 SH   SOLE   65,265 0 0
SALESFORCE INC COM 79466L302   15,077,922 57,300 SH   SOLE   57,300 0 0
SERVICENOW INC COM 81762P102   46,554,159 65,895 SH   SOLE   65,895 0 0
SHOPIFY INC CL A 82509L107   21,586,090 277,100 SH   SOLE   277,100 0 0
SIRIUS XM HOLDINGS INC COM 82968B103   1,444,080 264,000 SH   SOLE   264,000 0 0
SNOWFLAKE INC CL A 833445109   40,456,700 203,300 SH   SOLE   203,300 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   974,878 5,188 SH   SOLE   5,188 0 0
STERIS PLC SHS USD G8473T100   14,560,886 66,231 SH   SOLE   66,231 0 0
STRYKER CORPORATION COM 863667101   58,072,781 193,925 SH   SOLE   193,925 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   77,732,928 747,432 SH   SOLE   747,432 0 0
TERADYNE INC COM 880770102   303,856 2,800 SH   SOLE   2,800 0 0
TESLA INC COM 88160R101   30,791,145 123,918 SH   SOLE   123,918 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   57,406,531 108,153 SH   SOLE   108,153 0 0
T-MOBILE US INC COM 872590104   1,980,076 12,350 SH   SOLE   12,350 0 0
TRIMBLE INC COM 896239100   1,496,516 28,130 SH   SOLE   28,130 0 0
UNITEDHEALTH GROUP INC COM 91324P102   731,794 1,390 SH   SOLE   1,390 0 0
UNITY SOFTWARE INC COM 91332U101   16,339,644 399,600 SH   SOLE   399,600 0 0
VEEVA SYS INC CL A COM 922475108   12,220,978 63,479 SH   SOLE   63,479 0 0
VERISK ANALYTICS INC COM 92345Y106   4,176,706 17,486 SH   SOLE   17,486 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   402,822 990 SH   SOLE   990 0 0
VISA INC COM CL A 92826C839   118,924,756 456,788 SH   SOLE   456,788 0 0
WASTE CONNECTIONS INC COM 94106B101   217,935 1,460 SH   SOLE   1,460 0 0
YUM BRANDS INC COM 988498101   13,994,340 107,105 SH   SOLE   107,105 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   21,829,331 1,180,602 SH   SOLE   1,180,602 0 0
ZSCALER INC COM 98980G102   42,628,144 192,400 SH   SOLE   192,400 0 0