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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   20,504,080 58,285 SH   SOLE   10,820 0 47,465
ADVANCED MICRO DEVICES INC COM 007903107   12,079,966 100,008 SH   SOLE   13,166 0 86,842
ALPHABET INC CAP STK CL A 02079K305   13,244,942 69,968 SH   SOLE   14,587 0 55,381
AMAZON COM INC COM 023135106   86,559,886 394,548 SH   SOLE   76,895 0 317,653
ANALOG DEVICES INC COM 032654105   52,801,409 248,524 SH   SOLE   49,493 0 199,031
APPLE INC COM 037833100   32,228,804 128,699 SH   SOLE   23,358 0 105,341
CIENA CORP COM NEW 171779309   22,783,358 268,640 SH   SOLE   51,679 0 216,961
DANAHER CORPORATION COM 235851102   56,987,394 248,257 SH   SOLE   49,504 0 198,753
DATADOG INC CL A COM 23804L103   25,888,667 181,179 SH   SOLE   35,271 0 145,908
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   2,187,850 12,605 SH   SOLE   3,800 0 8,805
INTUIT COM 461202103   8,752,491 13,926 SH   SOLE   2,981 0 10,945
KLA CORP COM NEW 482480100   6,140,519 9,745 SH   SOLE   1,626 0 8,119
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   35,757,031 385,895 SH   SOLE   70,058 0 315,837
LULULEMON ATHLETICA INC COM 550021109   31,284,197 81,808 SH   SOLE   14,748 0 67,060
MICROSOFT CORP COM 594918104   28,581,072 67,808 SH   SOLE   12,509 0 55,299
MONDAY COM LTD SHS M7S64H106   14,973,984 63,600 SH   SOLE   12,076 0 51,524
NIKE INC CL B 654106103   37,656,419 497,640 SH   SOLE   104,771 0 392,869
ON HLDG AG NAMEN AKT A H5919C104   17,418,120 318,023 SH   SOLE   66,704 0 251,319
POOL CORP COM 73278L105   11,694,242 34,300 SH   SOLE   6,307 0 27,993
PROCORE TECHNOLOGIES INC COM 74275K108   32,340,013 431,603 SH   SOLE   85,447 0 346,156
PROGRESSIVE CORP COM 743315103   11,932,578 49,800 SH   SOLE   9,156 0 40,644
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   4,467,989 335,939 SH   SOLE   71,331 0 264,608
SNOWFLAKE INC CL A 833445109   36,021,537 233,285 SH   SOLE   45,535 0 187,750
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   32,514,161 164,637 SH   SOLE   32,992 0 131,645
UNITEDHEALTH GROUP INC COM 91324P102   92,431,751 182,722 SH   SOLE   34,481 0 148,241
VISA INC COM CL A 92826C839   31,215,903 98,772 SH   SOLE   17,732 0 81,040