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
AMAZON COM INC COM 023135106   7,658,344 60,245 SH   SOLE   60,245 0 0
BENTLEY SYS INC COM CL B 08265T208   11,744,061 234,132 SH   SOLE   234,132 0 0
BURLINGTON STORES INC COM 122017106   10,519,440 77,749 SH   SOLE   77,749 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   11,478,247 6,266 SH   SOLE   6,266 0 0
COSTAR GROUP INC COM 22160N109   14,356,363 186,713 SH   SOLE   186,713 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   16,024,894 97,850 SH   SOLE   97,850 0 0
DATADOG INC CL A COM 23804L103   15,843,375 173,931 SH   SOLE   173,931 0 0
DYNATRACE INC COM NEW 268150109   11,010,242 235,614 SH   SOLE   235,614 0 0
FAIR ISAAC CORP COM 303250104   9,414,865 10,840 SH   SOLE   10,840 0 0
FERRARI N V COM N3167Y103   18,194,625 61,564 SH   SOLE   61,564 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   14,927,878 172,457 SH   SOLE   172,457 0 0
LULULEMON ATHLETICA INC COM 550021109   8,536,634 22,138 SH   SOLE   22,138 0 0
MANHATTAN ASSOCIATES INC COM 562750109   17,396,452 88,012 SH   SOLE   88,012 0 0
META PLATFORMS INC CL A 30303M102   11,710,892 39,009 SH   SOLE   39,009 0 0
MSCI INC COM 55354G100   14,409,339 28,084 SH   SOLE   28,084 0 0
PALO ALTO NETWORKS INC COM 697435105   8,115,375 34,616 SH   SOLE   34,616 0 0
PTC INC COM 69370C100   7,559,620 53,357 SH   SOLE   53,357 0 0
QUALYS INC COM 74758T303   2,323,184 15,229 SH   SOLE   15,229 0 0
SERVICENOW INC COM 81762P102   13,700,669 24,511 SH   SOLE   24,511 0 0
SHOPIFY INC CL A 82509L107   13,208,287 242,043 SH   SOLE   242,043 0 0
THE TRADE DESK INC COM CL A 88339J105   7,944,573 101,658 SH   SOLE   101,658 0 0
TJX COS INC NEW COM 872540109   13,842,082 155,739 SH   SOLE   155,739 0 0
TYLER TECHNOLOGIES INC COM 902252105   7,190,313 18,621 SH   SOLE   18,621 0 0
VISA INC COM CL A 92826C839   9,212,361 40,052 SH   SOLE   40,052 0 0
WORKDAY INC CL A 98138H101   9,993,963 46,516 SH   SOLE   46,516 0 0
ZSCALER INC COM 98980G102   8,101,571 52,070 SH   SOLE   52,070 0 0