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
3-D SYS CORP DEL COM NEW 88554D205   1,346,508 135,600 SH   SOLE   135,600 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   71,226,745 230,821 SH   SOLE   230,821 0 0
ALPHABET INC CAP STK CL A 02079K305   90,555,085 756,517 SH   SOLE   756,517 0 0
ALTERYX INC COM CL A 02156B103   20,339,200 448,000 SH   SOLE   448,000 0 0
AMAZON COM INC COM 023135106   136,911,373 1,050,256 SH   SOLE   1,050,256 0 0
ANSYS INC COM 03662Q105   2,944,027 8,914 SH   SOLE   8,914 0 0
APPLE INC COM 037833100   1,740,687 8,974 SH   SOLE   8,974 0 0
APPLIED MATLS INC COM 038222105   433,620 3,000 SH   SOLE   3,000 0 0
AST SPACEMOBILE INC COM CL A 00217D100   1,003,450 213,500 SH   SOLE   213,500 0 0
AUTODESK INC COM 052769106   1,839,444 8,990 SH   SOLE   8,990 0 0
BALL CORP COM 058498106   1,158,379 19,900 SH   SOLE   19,900 0 0
BIONTECH SE SPONSORED ADS 09075V102   14,995,795 138,940 SH   SOLE   138,940 0 0
BLACKSKY TECHNOLOGY INC COM CL A 09263B108   1,287,600 580,000 SH   SOLE   580,000 0 0
BROADCOM INC COM 11135F101   13,011,450 15,000 SH   SOLE   15,000 0 0
BRUKER CORP COM 116794108   6,618,354 89,534 SH   SOLE   89,534 0 0
BUMBLE INC COM CL A 12047B105   3,729,423 222,254 SH   SOLE   222,254 0 0
CBOE GLOBAL MKTS INC COM 12503M108   13,632,352 98,778 SH   SOLE   98,778 0 0
CLOUDFLARE INC CL A COM 18915M107   27,063,180 414,000 SH   SOLE   414,000 0 0
COGNEX CORP COM 192422103   6,542,688 116,792 SH   SOLE   116,792 0 0
CONFLUENT INC CLASS A COM 20717M103   19,702,980 558,000 SH   SOLE   558,000 0 0
COOPER COS INC COM NEW 216648402   10,467,639 27,300 SH   SOLE   27,300 0 0
CREDICORP LTD COM G2519Y108   3,734,997 25,298 SH   SOLE   25,298 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   34,514,450 235,000 SH   SOLE   235,000 0 0
DANAHER CORPORATION COM 235851102   12,174,000 50,725 SH   SOLE   50,725 0 0
DARLING INGREDIENTS INC COM 237266101   3,967,420 62,195 SH   SOLE   62,195 0 0
DATADOG INC CL A COM 23804L103   33,842,720 344,000 SH   SOLE   344,000 0 0
DEERE & CO COM 244199105   1,701,798 4,200 SH   SOLE   4,200 0 0
DIGITALOCEAN HLDGS INC COM 25402D102   19,427,760 484,000 SH   SOLE   484,000 0 0
DYNATRACE INC COM NEW 268150109   10,126,569 196,747 SH   SOLE   196,747 0 0
LILLY ELI & CO COM 532457108   994,238 2,120 SH   SOLE   2,120 0 0
ENPHASE ENERGY INC COM 29355A107   11,221,160 67,000 SH   SOLE   67,000 0 0
LAUDER ESTEE COS INC CL A 518439104   980,526 4,993 SH   SOLE   4,993 0 0
FACTSET RESH SYS INC COM 303075105   9,051,886 22,593 SH   SOLE   22,593 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106   58,091,023 524,098 SH   SOLE   524,098 0 0
FORTINET INC COM 34959E109   19,199,860 254,000 SH   SOLE   254,000 0 0
GARMIN LTD SHS H2906T109   1,511,788 14,496 SH   SOLE   14,496 0 0
GENERAL MLS INC COM 370334104   5,839,248 76,131 SH   SOLE   76,131 0 0
GILAT SATELLITE NETWORKS LTD SHS NEW M51474118   660,380 106,000 SH   SOLE   106,000 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   493,137 7,850 SH   SOLE   7,850 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   446,250 17,850 SH   SOLE   17,850 0 0
HUBSPOT INC COM 443573100   8,827,374 16,590 SH   SOLE   16,590 0 0
ILLINOIS TOOL WKS INC COM 452308109   475,304 1,900 SH   SOLE   1,900 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   1,405,374 4,110 SH   SOLE   4,110 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   2,720,856 43,800 SH   SOLE   43,800 0 0
IRON MTN INC DEL COM 46284V101   4,560,715 80,266 SH   SOLE   80,266 0 0
KEURIG DR PEPPER INC COM 49271V100   1,100,704 35,200 SH   SOLE   35,200 0 0
LAM RESEARCH CORP COM 512807108   205,716 320 SH   SOLE   320 0 0
LINDE PLC SHS G54950103   70,588,592 185,233 SH   SOLE   185,233 0 0
MASTERCARD INCORPORATED CL A 57636Q104   136,664,671 347,482 SH   SOLE   347,482 0 0
MERCADOLIBRE INC COM 58733R102   28,075,020 23,700 SH   SOLE   23,700 0 0
MICROSOFT CORP COM 594918104   154,250,318 452,958 SH   SOLE   452,958 0 0
MODERNA INC COM 60770K107   7,454,268 61,352 SH   SOLE   61,352 0 0
MONOLITHIC PWR SYS INC COM 609839105   5,613,530 10,391 SH   SOLE   10,391 0 0
MORGAN STANLEY COM NEW 617446448   529,480 6,200 SH   SOLE   6,200 0 0
MSCI INC COM 55354G100   15,815,073 33,700 SH   SOLE   33,700 0 0
NEXTERA ENERGY INC COM 65339F101   16,446,430 221,650 SH   SOLE   221,650 0 0
NICE LTD SPONSORED ADR 653656108   9,272,470 44,903 SH   SOLE   44,903 0 0
NIKE INC CL B 654106103   1,269,697 11,504 SH   SOLE   11,504 0 0
NVIDIA CORPORATION COM 67066G104   39,581,982 93,570 SH   SOLE   93,570 0 0
ORACLE CORP COM 68389X105   59,584,538 500,332 SH   SOLE   500,332 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   20,082,300 1,310,000 SH   SOLE   1,310,000 0 0
PALO ALTO NETWORKS INC COM 697435105   37,429,660 146,490 SH   SOLE   146,490 0 0
PAYCOM SOFTWARE INC COM 70432V102   8,434,157 26,255 SH   SOLE   26,255 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   13,966,280 202,000 SH   SOLE   202,000 0 0
PLANET FITNESS INC CL A 72703H101   5,915,635 87,717 SH   SOLE   87,717 0 0
PLANET LABS PBC COM CL A 72703X106   2,811,060 873,000 SH   SOLE   873,000 0 0
PROLOGIS INC. COM 74340W103   797,095 6,500 SH   SOLE   6,500 0 0
REDWIRE CORPORATION COM 75776W103   744,600 292,000 SH   SOLE   292,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107   395,197 550 SH   SOLE   550 0 0
REPUBLIC SVCS INC COM 760759100   961,142 6,275 SH   SOLE   6,275 0 0
ROCKET LAB USA INC COM 773122106   4,470,000 745,000 SH   SOLE   745,000 0 0
ROLLINS INC COM 775711104   2,559,050 59,749 SH   SOLE   59,749 0 0
SERVICENOW INC COM 81762P102   37,480,590 66,695 SH   SOLE   66,695 0 0
SHOPIFY INC CL A 82509L107   18,152,600 281,000 SH   SOLE   281,000 0 0
SIRIUS XM HOLDINGS INC COM 82968B103   1,236,690 273,000 SH   SOLE   273,000 0 0
SNOWFLAKE INC CL A 833445109   29,388,660 167,000 SH   SOLE   167,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   561,604 3,498 SH   SOLE   3,498 0 0
STERIS PLC SHS USD G8473T100   12,885,730 57,275 SH   SOLE   57,275 0 0
STRYKER CORPORATION COM 863667101   56,816,606 186,229 SH   SOLE   186,229 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   70,479,905 698,374 SH   SOLE   698,374 0 0
TERADYNE INC COM 880770102   233,793 2,100 SH   SOLE   2,100 0 0
TESLA INC COM 88160R101   35,173,774 134,369 SH   SOLE   134,369 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   49,803,647 95,455 SH   SOLE   95,455 0 0
T-MOBILE US INC COM 872590104   534,765 3,850 SH   SOLE   3,850 0 0
TRACTOR SUPPLY CO COM 892356106   685,410 3,100 SH   SOLE   3,100 0 0
THE TRADE DESK INC COM CL A 88339J105   9,544,779 123,605 SH   SOLE   123,605 0 0
TRIMBLE INC COM 896239100   1,648,023 31,130 SH   SOLE   31,130 0 0
TWILIO INC CL A 90138F102   9,861,100 155,000 SH   SOLE   155,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,340,986 2,790 SH   SOLE   2,790 0 0
UNITY SOFTWARE INC COM 91332U101   12,678,640 292,000 SH   SOLE   292,000 0 0
VEEVA SYS INC CL A COM 922475108   10,840,943 54,827 SH   SOLE   54,827 0 0
VELO3D INC COMMON STOCK 92259N104   1,326,240 614,000 SH   SOLE   614,000 0 0
VERISK ANALYTICS INC COM 92345Y106   10,336,578 45,731 SH   SOLE   45,731 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   425,812 1,210 SH   SOLE   1,210 0 0
VISA INC COM CL A 92826C839   169,299,730 712,901 SH   SOLE   712,901 0 0
YUM BRANDS INC COM 988498101   61,725,827 445,513 SH   SOLE   445,513 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   29,521,207 1,162,710 SH   SOLE   1,162,710 0 0
ZSCALER INC COM 98980G102   30,401,140 207,800 SH   SOLE   207,800 0 0