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   8,619,999 47,788 SH   SOLE   47,788 0 0
BENTLEY SYS INC COM CL B 08265T208   9,704,408 185,837 SH   SOLE   185,837 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   18,292,304 6,293 SH   SOLE   6,293 0 0
COPART INC COM 217204106   5,811,635 100,339 SH   SOLE   100,339 0 0
COSTAR GROUP INC COM 22160N109   14,408,856 149,160 SH   SOLE   149,160 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   23,426,707 88,193 SH   SOLE   88,193 0 0
DATADOG INC CL A COM 23804L103   19,810,608 160,280 SH   SOLE   160,280 0 0
DOMINOS PIZZA INC COM 25754A201   3,813,554 7,675 SH   SOLE   7,675 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   3,448,254 75,936 SH   SOLE   75,936 0 0
FAIR ISAAC CORP COM 303250104   11,250,239 9,003 SH   SOLE   9,003 0 0
FERRARI N V COM N3167Y103   24,698,617 56,656 SH   SOLE   56,656 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   2,602,508 23,297 SH   SOLE   23,297 0 0
MANHATTAN ASSOCIATES INC COM 562750109   19,158,109 76,562 SH   SOLE   76,562 0 0
META PLATFORMS INC CL A 30303M102   19,019,683 39,169 SH   SOLE   39,169 0 0
MICROSOFT CORP COM 594918104   9,658,049 22,956 SH   SOLE   22,956 0 0
MSCI INC COM 55354G100   12,741,270 22,734 SH   SOLE   22,734 0 0
ON HLDG AG NAMEN AKT A H5919C104   6,265,161 177,082 SH   SOLE   177,082 0 0
PALO ALTO NETWORKS INC COM 697435105   15,716,366 55,314 SH   SOLE   55,314 0 0
POOL CORP COM 73278L105   7,114,108 17,631 SH   SOLE   17,631 0 0
PTC INC COM 69370C100   8,092,300 42,830 SH   SOLE   42,830 0 0
SERVICENOW INC COM 81762P102   17,474,970 22,921 SH   SOLE   22,921 0 0
TEMPUR SEALY INTL INC COM 88023U101   9,248,648 162,771 SH   SOLE   162,771 0 0
TJX COS INC NEW COM 872540109   13,736,021 135,437 SH   SOLE   135,437 0 0
WORKDAY INC CL A 98138H101   12,742,880 46,720 SH   SOLE   46,720 0 0
ZSCALER INC COM 98980G102   7,794,003 40,461 SH   SOLE   40,461 0 0