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
TAYSHA GENE THERAPIES INC (TSHA US) COM SHS 877619106   7,437,000 3,700,000 SH   SOLE   3,700,000 0 0
ACELYRIN INC (SLRN US) COM 00445A100   14,329,681 2,906,629 SH   SOLE   2,906,629 0 0
BICYCLE THERAPEUTICS LTD-ADR (BCYC US) SPONSORED ADS 088786108   31,558,328 1,394,535 SH   SOLE   1,394,535 0 0
CANADIAN PACIFIC KANSAS CITY (CP US) COM 13646K108   49,014,335 572,999 SH   SOLE   572,999 0 0
TEXAS INSTRUMENTS INC (TXN US) COM 882508104   46,836,236 226,733 SH   SOLE   226,733 0 0
EPAM SYSTEMS INC (EPAM US) COM 29414B104   36,822,939 185,012 SH   SOLE   185,012 0 0
LPL FINANCIAL HOLDINGS INC (LPLA US) COM 50212V100   40,175,201 172,700 SH   SOLE   172,700 0 0
IQVIA HOLDINGS INC (IQV US) COM 46266C105   35,732,707 150,790 SH   SOLE   150,790 0 0
FORTE BIOSCIENCES INC (FBRX US) COM NEW 34962G208   810,444 144,981 SH   SOLE   144,981 0 0
ZENTALIS PHARMACEUTICALS INC (ZNTL US) COM 98943L107   3,538,269 961,486 SH   SOLE   961,486 0 0
AMAZON.COM INC (AMZN US) COM 023135106   16,248,349 87,202 SH   SOLE   87,202 0 0
S&P GLOBAL INC (SPGI US) COM 78409V104   18,343,110 35,506 SH   SOLE   35,506 0 0
LINDE PLC (LIN US) SHS G54950103   9,181,940 19,255 SH   SOLE   19,255 0 0
SUNRUN INC (RUN US) COM 86771W105   2,170,505 120,183 SH   DFND   0 120,183 0
CELLEBRITE DI LTD (CLBT US) ORDINARY SHARES M2197Q107   1,946,957 115,615 SH   DFND   0 115,615 0
CARGURUS INC (CARG US) COM CL A 141788109   3,002,430 99,981 SH   DFND   0 99,981 0
HIMS & HERS HEALTH INC (HIMS US) COM CL A 433000106   1,671,726 90,756 SH   DFND   0 90,756 0
INFORMATICA INC - CLASS A (INFA US) COM CL A 45674M101   1,484,113 58,707 SH   DFND   0 58,707 0
ZILLOW GROUP INC - A (ZG US) CL A 98954M101   2,536,220 40,953 SH   DFND   0 40,953 0
SEAGATE TECHNOLOGY HOLDINGS (STX US) ORD SHS G7997R103   4,380,543 39,994 SH   DFND   0 39,994 0
BLOCK INC (SQ US) CL A 852234103   2,046,727 30,489 SH   DFND   0 30,489 0
NEXTERA ENERGY INC (NEE US) COM 65339F101   2,225,760 26,331 SH   DFND   0 26,331 0
MICRON TECHNOLOGY INC (MU US) COM 595112103   2,684,430 25,884 SH   DFND   0 25,884 0
TAIWAN SEMICONDUCTOR-SP ADR (TSM US) SPONSORED ADS 874039100   3,651,933 21,028 SH   DFND   0 21,028 0
AMAZON.COM INC (AMZN US) COM 023135106   3,660,640 19,646 SH   DFND   0 19,646 0
NVIDIA CORP (NVDA US) COM 67066G104   2,043,350 16,826 SH   DFND   0 16,826 0
TEXAS INSTRUMENTS INC (TXN US) COM 882508104   3,303,468 15,992 SH   DFND   0 15,992 0
CISCO SYSTEMS INC (CSCO US) COM 17275R102   744,442 13,988 SH   DFND   0 13,988 0
CHIPOTLE MEXICAN GRILL INC (CMG US) COM 169656105   742,088 12,879 SH   DFND   0 12,879 0
DOORDASH INC - A (DASH US) CL A 25809K105   1,725,606 12,090 SH   DFND   0 12,090 0
AUTODESK INC (ADSK US) COM 052769106   1,882,080 6,832 SH   DFND   0 6,832 0
CROWDSTRIKE HOLDINGS INC - A (CRWD US) CL A 22788C105   1,091,590 3,892 SH   DFND   0 3,892 0
META PLATFORMS INC-CLASS A (META US) CL A 30303M102   1,494,069 2,610 SH   DFND   0 2,610 0
MERCADOLIBRE INC (MELI US) COM 58733R102   2,209,961 1,077 SH   DFND   0 1,077 0