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   40,525,218 161,829 SH   SOLE   161,829 0 0
AUTODESK INC COM 052769106   52,394,216 177,265 SH   SOLE   177,265 0 0
AFFIRM HLDGS INC COM CL A 00827B106   17,136,529 281,388 SH   SOLE   281,388 0 0
ADVANCED MICRO DEVICES INC COM 007903107   7,065,973 58,498 SH   SOLE   58,498 0 0
AMERICAN TOWER CORP NEW COM 03027X100   45,064,571 245,704 SH   SOLE   245,704 0 0
ANSYS INC COM 03662Q105   30,205,540 89,543 SH   SOLE   89,543 0 0
AMPHENOL CORP NEW CL A 032095101   67,593,254 973,265 SH   SOLE   973,265 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   16,719,474 135,534 SH   SOLE   135,534 0 0
AXON ENTERPRISE INC COM 05464C101   22,742,843 38,267 SH   SOLE   38,267 0 0
CAMECO CORP COM 13321L108   17,009,114 330,981 SH   SOLE   330,981 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   106,689,440 355,087 SH   SOLE   355,087 0 0
CDW CORP COM 12514G108   8,279,605 47,573 SH   SOLE   47,573 0 0
COGNEX CORP COM 192422103   27,210,102 758,787 SH   SOLE   758,787 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   27,233,168 451,628 SH   SOLE   451,628 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   7,996,253 32,204 SH   SOLE   32,204 0 0
COPART INC COM 217204106   38,477,068 670,449 SH   SOLE   670,449 0 0
SALESFORCE INC COM 79466L302   11,776,440 35,224 SH   SOLE   35,224 0 0
COSTAR GROUP INC COM 22160N109   31,034,265 433,500 SH   SOLE   433,500 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   23,793,906 71,421 SH   SOLE   71,421 0 0
DOORDASH INC CL A 25809K105   30,758,640 183,360 SH   SOLE   183,360 0 0
DANAHER CORPORATION COM 235851102   77,627,612 338,173 SH   SOLE   338,173 0 0
FISERV INC COM 337738108   98,619,677 480,088 SH   SOLE   480,088 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   22,747,552 228,160 SH   SOLE   228,160 0 0
GLOBAL E ONLINE LTD SHS M5216V106   23,898,481 438,263 SH   SOLE   438,263 0 0
ALPHABET INC CAP STK CL C 02079K107   175,989,413 924,120 SH   SOLE   924,120 0 0
CHART INDS INC COM 16115Q308   17,680,181 92,644 SH   SOLE   92,644 0 0
HEICO CORP NEW COM 422806109   34,924,481 146,902 SH   SOLE   146,902 0 0
HEICO CORP NEW CL A 422806208   31,426,121 168,885 SH   SOLE   168,885 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   33,170,558 63,550 SH   SOLE   63,550 0 0
KLA CORP COM NEW 482480100   39,589,179 62,828 SH   SOLE   62,828 0 0
LINDE PLC SHS G54950103   74,543,775 178,049 SH   SOLE   178,049 0 0
LAM RESEARCH CORP COM NEW 512807306   68,356,522 946,373 SH   SOLE   946,373 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   28,341,995 500,300 SH   SOLE   500,300 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   62,261,913 1,085,648 SH   SOLE   1,085,648 0 0
MERCADOLIBRE INC COM 58733R102   37,758,270 22,205 SH   SOLE   22,205 0 0
MICROSOFT CORP COM 594918104   102,130,293 242,302 SH   SOLE   242,302 0 0
CLOUDFLARE INC CL A COM 18915M107   29,897,567 277,652 SH   SOLE   277,652 0 0
NETFLIX INC COM 64110L106   11,434,744 12,829 SH   SOLE   12,829 0 0
SERVICENOW INC COM 81762P102   6,571,684 6,199 SH   SOLE   6,199 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   15,838,161 1,528,780 SH   SOLE   1,528,780 0 0
NVIDIA CORPORATION COM 67066G104   56,667,023 421,975 SH   SOLE   421,975 0 0
ON SEMICONDUCTOR CORP COM 682189105   25,129,712 398,568 SH   SOLE   398,568 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   29,491,099 393,582 SH   SOLE   393,582 0 0
PENUMBRA INC COM 70975L107   15,273,289 64,314 SH   SOLE   64,314 0 0
PROGRESSIVE CORP COM 743315103   95,928,103 400,351 SH   SOLE   400,351 0 0
REPLIGEN CORP COM 759916109   19,243,914 133,694 SH   SOLE   133,694 0 0
ROPER TECHNOLOGIES INC COM 776696106   67,749,971 130,326 SH   SOLE   130,326 0 0
SHOPIFY INC CL A 82509L107   57,467,643 540,465 SH   SOLE   540,465 0 0
SNOWFLAKE INC CL A 833445109   21,523,364 139,391 SH   SOLE   139,391 0 0
ATLASSIAN CORPORATION CL A 049468101   24,679,462 101,403 SH   SOLE   101,403 0 0
THOR INDS INC COM 885160101   9,961,210 104,077 SH   SOLE   104,077 0 0
TOAST INC CL A 888787108   41,440,297 1,136,908 SH   SOLE   1,136,908 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   35,884,199 97,155 SH   SOLE   97,155 0 0
SERVICETITAN INC SHS CL A 81764X103   15,482,552 150,506 SH   SOLE   150,506 0 0
THE TRADE DESK INC COM CL A 88339J105   18,099,385 153,998 SH   SOLE   153,998 0 0
TEXAS INSTRS INC COM 882508104   79,410,485 423,500 SH   SOLE   423,500 0 0
UBER TECHNOLOGIES INC COM 90353T100   34,719,106 575,582 SH   SOLE   575,582 0 0
UNITED RENTALS INC COM 911363109   58,074,738 82,441 SH   SOLE   82,441 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   20,864,106 281,757 SH   SOLE   281,757 0 0