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
AIRBNB INC COM CL A 009066101   12,226,329 142,998 SH   SOLE   142,998 0 0
AUTODESK INC COM 052769106   13,271,694 71,021 SH   SOLE   71,021 0 0
ADVANCED MICRO DEVICES INC COM 007903107   17,073,437 263,601 SH   SOLE   263,601 0 0
AMAZON COM INC COM 023135106   29,344,812 349,343 SH   SOLE   349,343 0 0
BALL CORP COM 058498106   28,248,969 552,385 SH   SOLE   552,385 0 0
BILL COM HLDGS INC COM 090043100   2,816,834 25,852 SH   SOLE   25,852 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   48,360,351 301,048 SH   SOLE   301,048 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   8,383,215 6,042 SH   SOLE   6,042 0 0
SALESFORCE INC COM 79466L302   44,311,048 334,196 SH   SOLE   334,196 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   3,541,429 33,635 SH   SOLE   33,635 0 0
COSTAR GROUP INC COM 22160N109   13,164,416 170,347 SH   SOLE   170,347 0 0
CONSTELLIUM SE CL A SHS F21107101   7,230,046 611,162 SH   SOLE   611,162 0 0
CATALENT INC COM 148806102   3,475,447 77,215 SH   SOLE   77,215 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   16,804,455 129,614 SH   SOLE   129,614 0 0
DANAHER CORPORATION COM 235851102   29,766,057 112,147 SH   SOLE   112,147 0 0
DOXIMITY INC CL A 26622P107   7,241,141 215,767 SH   SOLE   215,767 0 0
DEXCOM INC COM 252131107   5,751,799 50,793 SH   SOLE   50,793 0 0
FISERV INC COM 337738108   39,709,190 392,888 SH   SOLE   392,888 0 0
FARFETCH LTD ORD SH CL A 30744W107   4,118,293 870,675 SH   SOLE   870,675 0 0
ALPHABET INC CAP STK CL C 02079K107   66,194,621 746,023 SH   SOLE   746,023 0 0
CHART INDS INC COM 16115Q308   3,267,347 28,355 SH   SOLE   28,355 0 0
ILLUMINA INC COM 452327109   2,941,808 14,549 SH   SOLE   14,549 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   16,563,147 62,420 SH   SOLE   62,420 0 0
KLA CORP COM NEW 482480100   40,826,694 108,285 SH   SOLE   108,285 0 0
LINDE PLC SHS G5494J103   27,363,566 83,891 SH   SOLE   83,891 0 0
LAM RESEARCH CORP COM 512807108   36,537,520 86,932 SH   SOLE   86,932 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   11,092,144 170,964 SH   SOLE   170,964 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   42,825,524 609,616 SH   SOLE   609,616 0 0
MERCADOLIBRE INC COM 58733R102   15,061,380 17,798 SH   SOLE   17,798 0 0
MICROSOFT CORP COM 594918104   68,504,343 285,649 SH   SOLE   285,649 0 0
NCINO INC COM 63947X101   4,919,136 186,049 SH   SOLE   186,049 0 0
NEXTERA ENERGY INC COM 65339F101   28,456,102 340,384 SH   SOLE   340,384 0 0
CLOUDFLARE INC CL A COM 18915M107   10,242,868 226,562 SH   SOLE   226,562 0 0
NVIDIA CORPORATION COM 67066G104   14,463,768 98,972 SH   SOLE   98,972 0 0
OKTA INC CL A 679295105   24,427,360 357,491 SH   SOLE   357,491 0 0
ON SEMICONDUCTOR CORP COM 682189105   7,621,739 122,202 SH   SOLE   122,202 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   9,031,384 191,424 SH   SOLE   191,424 0 0
PROGRESSIVE CORP COM 743315103   20,659,431 159,274 SH   SOLE   159,274 0 0
PAYPAL HLDGS INC COM 70450Y103   15,821,808 222,154 SH   SOLE   222,154 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   3,078,658 167,046 SH   SOLE   167,046 0 0
SHOPIFY INC CL A 82509L107   11,531,981 332,238 SH   SOLE   332,238 0 0
SILICON LABORATORIES INC COM 826919102   12,353,161 91,053 SH   SOLE   91,053 0 0
SUN CMNTYS INC COM 866674104   30,263,233 211,631 SH   SOLE   211,631 0 0
THOR INDS INC COM 885160101   5,330,349 70,610 SH   SOLE   70,610 0 0
T-MOBILE US INC COM 872590104   50,736,840 362,406 SH   SOLE   362,406 0 0
TOAST INC CL A 888787108   5,826,070 323,132 SH   SOLE   323,132 0 0
TRACTOR SUPPLY CO COM 892356106   9,701,381 43,123 SH   SOLE   43,123 0 0
TESLA INC COM 88160R101   8,773,003 71,221 SH   SOLE   71,221 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   7,511,942 44,690 SH   SOLE   44,690 0 0
TEXAS INSTRS INC COM 882508104   49,900,075 302,022 SH   SOLE   302,022 0 0
UNITED RENTALS INC COM 911363109   5,239,246 14,741 SH   SOLE   14,741 0 0
WORKDAY INC CL A 98138H101   60,661,978 362,529 SH   SOLE   362,529 0 0
WOLFSPEED INC COM 977852102   12,061,012 174,696 SH   SOLE   174,696 0 0
QUALTRICS INTL INC COM CL A 747601201   6,942,113 668,797 SH   SOLE   668,797 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   3,890,131 120,774 SH   SOLE   120,774 0 0
ZSCALER INC COM 98980G102   5,393,244 48,197 SH   SOLE   48,197 0 0
APPLE INC COM 037833100   44,110,585 339,495 SH   SOLE   339,495 0 0
AMPHENOL CORP NEW CL A 032095101   15,451,242 202,932 SH   SOLE   202,932 0 0
COGNEX CORP COM 192422103   1,625,672 34,508 SH   SOLE   34,508 0 0
DISNEY WALT CO COM 254687106   5,313,928 61,164 SH   SOLE   61,164 0 0
MICRON TECHNOLOGY INC COM 595112103   3,131,697 62,659 SH   SOLE   62,659 0 0
NETFLIX INC COM 64110L106   3,387,287 11,487 SH   SOLE   11,487 0 0
SERVICENOW INC COM 81762P102   2,813,016 7,245 SH   SOLE   7,245 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,604,664 21,542 SH   SOLE   21,542 0 0