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
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,247,623 14,357 SH   SOLE   14,357 0 0
APPLE INC COM 037833100   58,678,290 342,727 SH   SOLE   342,727 0 0
AIRBNB INC COM CL A 009066101   19,070,818 138,990 SH   SOLE   138,990 0 0
AUTODESK INC COM 052769106   25,679,807 124,111 SH   SOLE   124,111 0 0
ADVANCED MICRO DEVICES INC COM 007903107   30,732,692 298,898 SH   SOLE   298,898 0 0
AMAZON COM INC COM 023135106   38,310,536 301,373 SH   SOLE   301,373 0 0
ANSYS INC COM 03662Q105   24,258,954 81,529 SH   SOLE   81,529 0 0
AMPHENOL CORP NEW CL A 032095101   61,477,152 731,958 SH   SOLE   731,958 0 0
AXON ENTERPRISE INC COM 05464C101   11,524,307 57,914 SH   SOLE   57,914 0 0
BALL CORP COM 058498106   32,760,268 658,101 SH   SOLE   658,101 0 0
BILL HOLDINGS INC COM 090043100   4,174,951 38,454 SH   SOLE   38,454 0 0
CAMECO CORP COM 13321L108   7,753,544 195,599 SH   SOLE   195,599 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   74,800,041 319,249 SH   SOLE   319,249 0 0
COGNEX CORP COM 192422103   10,633,300 250,549 SH   SOLE   250,549 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   14,942,237 8,157 SH   SOLE   8,157 0 0
SALESFORCE INC COM 79466L302   18,226,272 89,882 SH   SOLE   89,882 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   12,316,825 73,586 SH   SOLE   73,586 0 0
COSTAR GROUP INC COM 22160N109   23,281,677 302,792 SH   SOLE   302,792 0 0
CONSTELLIUM SE CL A SHS F21107101   11,904,165 654,075 SH   SOLE   654,075 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   23,030,320 140,626 SH   SOLE   140,626 0 0
DOORDASH INC CL A 25809K105   13,721,846 172,667 SH   SOLE   172,667 0 0
DANAHER CORPORATION COM 235851102   47,288,604 190,603 SH   SOLE   190,603 0 0
DISNEY WALT CO COM 254687106   4,939,998 60,950 SH   SOLE   60,950 0 0
DOXIMITY INC CL A 26622P107   7,463,138 351,703 SH   SOLE   351,703 0 0
DEXCOM INC COM 252131107   14,971,385 160,465 SH   SOLE   160,465 0 0
FASTENAL CO COM 311900104   16,575,263 303,354 SH   SOLE   303,354 0 0
FISERV INC COM 337738108   65,500,308 579,854 SH   SOLE   579,854 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   5,197,144 57,427 SH   SOLE   57,427 0 0
ALPHABET INC CAP STK CL C 02079K107   106,663,354 808,975 SH   SOLE   808,975 0 0
CHART INDS INC COM 16115Q308   12,310,076 72,789 SH   SOLE   72,789 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   22,810,604 78,041 SH   SOLE   78,041 0 0
KLA CORP COM NEW 482480100   58,815,348 128,233 SH   SOLE   128,233 0 0
LINDE PLC SHS G54950103   38,922,863 104,533 SH   SOLE   104,533 0 0
LAM RESEARCH CORP COM 512807108   59,157,686 94,385 SH   SOLE   94,385 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   20,862,601 242,786 SH   SOLE   242,786 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   55,539,053 711,583 SH   SOLE   711,583 0 0
MERCADOLIBRE INC COM 58733R102   22,374,278 17,647 SH   SOLE   17,647 0 0
MODERNA INC COM 60770K107   4,572,958 44,273 SH   SOLE   44,273 0 0
MICROSOFT CORP COM 594918104   136,731,117 433,036 SH   SOLE   433,036 0 0
MICRON TECHNOLOGY INC COM 595112103   10,296,272 151,349 SH   SOLE   151,349 0 0
NEXTERA ENERGY INC COM 65339F101   29,224,087 510,108 SH   SOLE   510,108 0 0
CLOUDFLARE INC CL A COM 18915M107   16,672,882 264,481 SH   SOLE   264,481 0 0
NETFLIX INC COM 64110L106   5,357,389 14,188 SH   SOLE   14,188 0 0
SERVICENOW INC COM 81762P102   25,138,108 44,973 SH   SOLE   44,973 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   4,301,577 593,321 SH   SOLE   593,321 0 0
NVIDIA CORPORATION COM 67066G104   74,146,655 170,456 SH   SOLE   170,456 0 0
OKTA INC CL A 679295105   18,655,683 228,876 SH   SOLE   228,876 0 0
ON SEMICONDUCTOR CORP COM 682189105   27,474,812 295,587 SH   SOLE   295,587 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   16,702,977 255,710 SH   SOLE   255,710 0 0
PROGRESSIVE CORP COM 743315103   41,847,810 300,415 SH   SOLE   300,415 0 0
REPLIGEN CORP COM 759916109   5,915,808 37,204 SH   SOLE   37,204 0 0
SHOPIFY INC CL A 82509L107   23,717,650 434,628 SH   SOLE   434,628 0 0
SILICON LABORATORIES INC COM 826919102   14,637,834 126,308 SH   SOLE   126,308 0 0
SUN CMNTYS INC COM 866674104   31,126,142 263,023 SH   SOLE   263,023 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   9,159,138 22,417 SH   SOLE   22,417 0 0
THOR INDS INC COM 885160101   7,399,972 77,788 SH   SOLE   77,788 0 0
T-MOBILE US INC COM 872590104   46,034,575 328,701 SH   SOLE   328,701 0 0
TOAST INC CL A 888787108   11,937,884 637,367 SH   SOLE   637,367 0 0
TRACTOR SUPPLY CO COM 892356106   12,480,671 61,466 SH   SOLE   61,466 0 0
TESLA INC COM 88160R101   8,419,152 33,647 SH   SOLE   33,647 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   31,165,961 153,595 SH   SOLE   153,595 0 0
TEXAS INSTRS INC COM 882508104   63,048,737 396,508 SH   SOLE   396,508 0 0
UNITED RENTALS INC COM 911363109   12,950,324 29,130 SH   SOLE   29,130 0 0
WORKDAY INC CL A 98138H101   79,768,863 371,277 SH   SOLE   371,277 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   10,142,414 219,723 SH   SOLE   219,723 0 0