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
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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   31,998,168 186,600 SH   SOLE   186,600 0 0
ADVANCED MICRO DEVICES INC COM 007903107   52,100,785 288,663 SH   SOLE   288,663 0 0
AMAZON COM INC COM 023135106   35,406,971 196,291 SH   SOLE   196,291 0 0
AMPHENOL CORP NEW CL A 032095101   94,381,216 818,216 SH   SOLE   818,216 0 0
AXON ENTERPRISE INC COM 05464C101   26,010,340 83,132 SH   SOLE   83,132 0 0
CAMECO CORP COM 13321L108   17,227,714 397,685 SH   SOLE   397,685 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   92,691,091 297,774 SH   SOLE   297,774 0 0
COGNEX CORP COM 192422103   29,547,057 696,536 SH   SOLE   696,536 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   29,038,632 9,990 SH   SOLE   9,990 0 0
SALESFORCE INC COM 79466L302   20,824,790 69,144 SH   SOLE   69,144 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   22,065,248 68,827 SH   SOLE   68,827 0 0
COSTAR GROUP INC COM 22160N109   42,091,518 435,730 SH   SOLE   435,730 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   29,698,497 111,804 SH   SOLE   111,804 0 0
DOORDASH INC CL A 25809K105   22,974,726 166,822 SH   SOLE   166,822 0 0
DANAHER CORPORATION COM 235851102   73,088,549 292,682 SH   SOLE   292,682 0 0
DISNEY WALT CO COM 254687106   5,737,093 46,887 SH   SOLE   46,887 0 0
DEXCOM INC COM 252131107   27,089,081 195,307 SH   SOLE   195,307 0 0
FISERV INC COM 337738108   96,738,726 605,298 SH   SOLE   605,298 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   21,595,729 166,608 SH   SOLE   166,608 0 0
GLOBAL E ONLINE LTD SHS M5216V106   3,409,884 93,807 SH   SOLE   93,807 0 0
ALPHABET INC CAP STK CL C 02079K107   153,079,463 1,005,382 SH   SOLE   1,005,382 0 0
CHART INDS INC COM 16115Q308   17,486,016 106,156 SH   SOLE   106,156 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   29,866,698 74,837 SH   SOLE   74,837 0 0
KLA CORP COM NEW 482480100   78,331,353 112,131 SH   SOLE   112,131 0 0
LINDE PLC SHS G54950103   79,397,327 170,997 SH   SOLE   170,997 0 0
LAM RESEARCH CORP COM 512807108   87,407,295 89,965 SH   SOLE   89,965 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   29,448,275 376,432 SH   SOLE   376,432 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   78,419,907 874,149 SH   SOLE   874,149 0 0
MEDPACE HLDGS INC COM 58506Q109   12,935,629 32,007 SH   SOLE   32,007 0 0
MERCADOLIBRE INC COM 58733R102   31,099,505 20,569 SH   SOLE   20,569 0 0
MODERNA INC COM 60770K107   16,532,038 155,143 SH   SOLE   155,143 0 0
MICROSOFT CORP COM 594918104   169,469,382 402,808 SH   SOLE   402,808 0 0
CLOUDFLARE INC CL A COM 18915M107   23,660,991 244,356 SH   SOLE   244,356 0 0
NETFLIX INC COM 64110L106   52,962,820 87,206 SH   SOLE   87,206 0 0
SERVICENOW INC COM 81762P102   6,667,950 8,746 SH   SOLE   8,746 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   18,579,782 1,557,400 SH   SOLE   1,557,400 0 0
NVIDIA CORPORATION COM 67066G104   99,183,781 109,770 SH   SOLE   109,770 0 0
ON SEMICONDUCTOR CORP COM 682189105   31,019,565 421,748 SH   SOLE   421,748 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   29,373,392 357,471 SH   SOLE   357,471 0 0
PROGRESSIVE CORP COM 743315103   82,750,543 400,109 SH   SOLE   400,109 0 0
REPLIGEN CORP COM 759916109   14,993,526 81,522 SH   SOLE   81,522 0 0
SHOPIFY INC CL A 82509L107   43,686,632 566,109 SH   SOLE   566,109 0 0
SUN CMNTYS INC COM 866674104   45,392,726 353,031 SH   SOLE   353,031 0 0
SHOCKWAVE MED INC COM 82489T104   15,045,083 46,203 SH   SOLE   46,203 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   11,666,342 27,174 SH   SOLE   27,174 0 0
THOR INDS INC COM 885160101   11,306,413 96,356 SH   SOLE   96,356 0 0
TOAST INC CL A 888787108   29,228,170 1,172,880 SH   SOLE   1,172,880 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   11,310,109 83,132 SH   SOLE   83,132 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   62,988,564 209,822 SH   SOLE   209,822 0 0
THE TRADE DESK INC COM CL A 88339J105   8,032,587 91,885 SH   SOLE   91,885 0 0
TEXAS INSTRS INC COM 882508104   79,359,449 455,539 SH   SOLE   455,539 0 0
UBER TECHNOLOGIES INC COM 90353T100   31,508,311 409,252 SH   SOLE   409,252 0 0
UNITED RENTALS INC COM 911363109   55,556,478 77,043 SH   SOLE   77,043 0 0
WORKDAY INC CL A 98138H101   88,186,348 323,323 SH   SOLE   323,323 0 0