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
APPLE INC COM 037833100   44,932,266 233,378 SH   SOLE   233,378 0 0
ADVANCED MICRO DEVICES INC COM 007903107   50,191,336 340,488 SH   SOLE   340,488 0 0
AMAZON COM INC COM 023135106   29,824,455 196,291 SH   SOLE   196,291 0 0
ANSYS INC COM 03662Q105   40,214,724 110,821 SH   SOLE   110,821 0 0
AMPHENOL CORP NEW CL A 032095101   66,084,122 666,641 SH   SOLE   666,641 0 0
AXON ENTERPRISE INC COM 05464C101   23,164,193 89,669 SH   SOLE   89,669 0 0
CAMECO CORP COM 13321L108   15,911,313 369,172 SH   SOLE   369,172 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   75,360,149 276,683 SH   SOLE   276,683 0 0
COGNEX CORP COM 192422103   17,436,885 417,750 SH   SOLE   417,750 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   18,725,628 8,188 SH   SOLE   8,188 0 0
SALESFORCE INC COM 79466L302   18,960,026 72,053 SH   SOLE   72,053 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   21,306,709 83,451 SH   SOLE   83,451 0 0
COSTAR GROUP INC COM 22160N109   31,614,206 361,760 SH   SOLE   361,760 0 0
CONSTELLIUM SE CL A SHS F21107101   12,766,596 639,609 SH   SOLE   639,609 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   21,710,484 99,112 SH   SOLE   99,112 0 0
DOORDASH INC CL A 25809K105   18,918,151 191,305 SH   SOLE   191,305 0 0
DANAHER CORPORATION COM 235851102   54,175,201 234,180 SH   SOLE   234,180 0 0
DISNEY WALT CO COM 254687106   4,411,569 48,860 SH   SOLE   48,860 0 0
DEXCOM INC COM 252131107   21,299,056 171,642 SH   SOLE   171,642 0 0
FISERV INC COM 337738108   72,231,219 543,746 SH   SOLE   543,746 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   15,225,374 136,477 SH   SOLE   136,477 0 0
ALPHABET INC CAP STK CL C 02079K107   115,955,795 822,790 SH   SOLE   822,790 0 0
CHART INDS INC COM 16115Q308   11,646,399 85,428 SH   SOLE   85,428 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   27,588,289 81,777 SH   SOLE   81,777 0 0
KLA CORP COM NEW 482480100   68,523,063 117,879 SH   SOLE   117,879 0 0
LINDE PLC SHS G54950103   43,989,095 107,105 SH   SOLE   107,105 0 0
LAM RESEARCH CORP COM 512807108   68,127,172 86,979 SH   SOLE   86,979 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   19,443,383 281,829 SH   SOLE   281,829 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   57,696,533 639,793 SH   SOLE   639,793 0 0
MERCADOLIBRE INC COM 58733R102   23,420,661 14,903 SH   SOLE   14,903 0 0
MODERNA INC COM 60770K107   12,468,245 125,372 SH   SOLE   125,372 0 0
MICROSOFT CORP COM 594918104   139,413,822 370,742 SH   SOLE   370,742 0 0
CLOUDFLARE INC CL A COM 18915M107   23,248,856 279,232 SH   SOLE   279,232 0 0
NETFLIX INC COM 64110L106   5,537,773 11,374 SH   SOLE   11,374 0 0
SERVICENOW INC COM 81762P102   28,139,497 39,830 SH   SOLE   39,830 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   8,929,344 1,071,950 SH   SOLE   1,071,950 0 0
NVIDIA CORPORATION COM 67066G104   59,213,951 119,571 SH   SOLE   119,571 0 0
ON SEMICONDUCTOR CORP COM 682189105   24,876,403 297,814 SH   SOLE   297,814 0 0
PALO ALTO NETWORKS INC COM 697435105   7,991,248 27,100 SH   SOLE   27,100 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   24,022,386 347,044 SH   SOLE   347,044 0 0
PROGRESSIVE CORP COM 743315103   50,580,160 317,555 SH   SOLE   317,555 0 0
REPLIGEN CORP COM 759916109   14,829,185 82,476 SH   SOLE   82,476 0 0
SHOPIFY INC CL A 82509L107   39,690,050 509,500 SH   SOLE   509,500 0 0
SUN CMNTYS INC COM 866674104   35,514,815 265,730 SH   SOLE   265,730 0 0
SHOCKWAVE MED INC COM 82489T104   7,194,212 37,753 SH   SOLE   37,753 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   8,019,831 17,970 SH   SOLE   17,970 0 0
THOR INDS INC COM 885160101   9,293,504 78,592 SH   SOLE   78,592 0 0
TOAST INC CL A 888787108   20,902,021 1,144,689 SH   SOLE   1,144,689 0 0
TESLA INC COM 88160R101   8,446,084 33,991 SH   SOLE   33,991 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   41,194,954 168,901 SH   SOLE   168,901 0 0
THE TRADE DESK INC COM CL A 88339J105   5,148,450 71,546 SH   SOLE   71,546 0 0
TEXAS INSTRS INC COM 882508104   64,489,280 378,325 SH   SOLE   378,325 0 0
UBER TECHNOLOGIES INC COM 90353T100   18,003,622 292,409 SH   SOLE   292,409 0 0
UNITED RENTALS INC COM 911363109   38,004,557 66,277 SH   SOLE   66,277 0 0
WORKDAY INC CL A 98138H101   92,340,690 334,495 SH   SOLE   334,495 0 0