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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
10X GENOMICS INC CL A COM 88025U109 243,530 3,201,394 SH   SOLE   2,432,338 0 769,056
ADOBE SYSTEMS INCORPORATED COM 00724F101 33,031 72,496 SH   SOLE   72,496 0 0
AIRBNB INC COM CL A 009066101 452,664 2,635,443 SH   SOLE   2,011,991 0 623,452
ALIGN TECHNOLOGY INC COM 016255101 1,030,121 2,362,663 SH   SOLE   1,649,758 0 712,905
ALPHABET INC CAP STK CL A 02079K305 774,617 278,504 SH   SOLE   192,593 0 85,911
ALPHABET INC CAP STK CL C 02079K107 352,551 126,227 SH   SOLE   82,768 0 43,459
AMAZON COM INC COM 023135106 2,821,933 865,637 SH   SOLE   630,566 0 235,071
ANSYS INC COM 03662Q105 9,639 30,345 SH   SOLE   66 0 30,279
APTIV PLC SHS G6095L109 620,626 5,184,415 SH   SOLE   3,557,620 0 1,626,795
ASML HOLDING NV ADR N Y REGISTRY SHS N07059210 1,280,332 1,916,866 SH   SOLE   1,318,409 0 598,457
ATLASSIAN CORP PLC CL A G06242104 1,794,369 6,106,826 SH   SOLE   4,447,222 0 1,659,604
BILL COM HLDGS INC COM 090043100 285 1,255 SH   SOLE   1,255 0 0
BIO-TECHNE CORPORATION COM 09073M104 71,845 165,908 SH   SOLE   143,882 0 22,026
BLOCK INC CL A 852234103 2,070,846 15,271,728 SH   SOLE   11,270,170 0 4,001,558
BRIGHT HORIZONS FAM SOL IN D COM 109194100 65,523 493,804 SH   SOLE   428,593 0 65,211
CHARTER COMMUNICATIONS INC N CL A 16119P108 540,841 991,422 SH   SOLE   776,573 0 214,849
CHEGG INC COM 163092109 156,072 4,301,885 SH   SOLE   3,728,335 0 573,550
CLOUDFLARE INC CL A COM 18915M107 1,621,998 13,550,528 SH   SOLE   9,953,254 0 3,597,274
COSTAR GROUP INC COM 22160N109 711,634 10,683,596 SH   SOLE   8,398,285 0 2,285,311
DEXCOM INC COM 252131107 2,143,218 4,189,245 SH   SOLE   3,000,447 0 1,188,798
DOORDASH INC COM CL A 25809K105 1,066,634 9,101,753 SH   SOLE   6,514,203 0 2,587,550
EDWARDS LIFESCIENCES CORP COM 28176E108 1,377,593 11,702,285 SH   SOLE   8,223,457 0 3,478,828
ENTEGRIS INC COM 29362U104 583,864 4,448,146 SH   SOLE   3,098,683 0 1,349,463
FIVERR INTL LTD ORD SHS M4R82T106 126,055 1,657,089 SH   SOLE   1,254,175 0 402,914
FLOOR & DECOR HLDGS INC CL A 339750101 341,972 4,221,881 SH   SOLE   3,196,831 0 1,025,050
GLOBANT S A COM L44385109 351,545 1,341,415 SH   SOLE   895,039 0 446,376
HDFC BANK LTD SPONSORED ADS 40415F101 133,539 2,177,380 SH   SOLE   1,817,448 0 359,932
HUTCHISON CHINA MEDITECH LTD SPONSORED ADR 44842L103 79,264 4,189,421 SH   SOLE   2,785,067 0 1,404,354
INTERCONTINENTAL EXCHANGE IN COM 45866F104 73,851 558,972 SH   SOLE   485,080 0 73,892
INTUIT COM 461202103 1,034,587 2,151,624 SH   SOLE   1,705,488 0 446,136
IQVIA HLDGS INC COM 46266C105 130,823 565,821 SH   SOLE   490,259 0 75,562
IRHYTHM TECHNOLOGIES INC COM 450056106 476,309 3,024,758 SH   SOLE   1,980,151 0 1,044,607
KANZHUN LIMITED SPONSORED ADS 48553T106 111,579 4,479,290 SH   SOLE   2,986,714 0 1,492,576
LAM RESEARCH CORPORATION COM 512807108 705,663 1,312,592 SH   SOLE   886,621 0 425,971
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 90,697 1,298,637 SH   SOLE   1,126,318 0 172,319
MATCH GROUP INC NEW COM 57667L107 805,144 7,404,306 SH   SOLE   5,693,225 0 1,711,081
MERCADOLIBRE INC COM 58733R102 1,555,710 1,307,891 SH   SOLE   881,335 0 426,556
META PLATFORMS INC CL A 30303M102 442,191 1,988,628 SH   SOLE   1,511,311 0 477,317
MICROSOFT CORP COM 594918104 141,986 460,530 SH   SOLE   399,799 0 60,731
NETFLIX INC COM 64110L106 1,271,346 3,393,966 SH   SOLE   2,436,985 0 956,981
NIKE INC CL B 654106103 896,558 6,662,886 SH   SOLE   4,361,944 0 2,300,942
NIO INC SPON ADS 62914V106 117,974 5,604,468 SH   SOLE   3,739,068 0 1,865,400
NU HLDGS LTD ORD SHS CL A G6683N103 117,143 15,173,934 SH   SOLE   10,489,364 0 4,684,570
OKTA INC CL A 679295105 397,588 2,633,732 SH   SOLE   1,784,276 0 849,456
OPENDOOR TECHNOLOGIES INC COM 683712103 1,811 209,341 SH   SOLE   209,341 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 128,268 6,397,427 SH   SOLE   4,238,129 0 2,159,298
ROPER TECHNOLOGIES INC COM 776696106 169,017 357,912 SH   SOLE   310,597 0 47,315
SANSARA INC COM CL A 79589L106 27,860 1,739,089 SH   SOLE   1,739,089 0 0
SAREPTA THERAPEUTICS INC COM 803607100 373,644 4,782,951 SH   SOLE   3,631,015 0 1,151,936
SEA LTD SPONSORED ADS 81141R100 2,407,829 20,100,417 SH   SOLE   14,417,267 0 5,683,150
SERVICENOW INC COM 81762P102 1,523,133 2,735,070 SH   SOLE   2,149,242 0 585,828
SHOPIFY INC CL A 82509L107 1,438,160 2,127,581 SH   SOLE   1,554,125 0 573,456
SNOWFLAKE INC CL A 833445109 1,229,790 5,367,215 SH   SOLE   3,884,368 0 1,482,847
STERIS PLC SHS USD G8473T100 93,717 387,630 SH   SOLE   336,914 0 50,716
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 960,329 9,210,909 SH   SOLE   6,417,925 0 2,792,984
TEXAS INSTRS INC COM 882508104 121,007 659,508 SH   SOLE   593,441 0 66,067
TRANSDIGM GROUP INC COM 893641100 90,949 139,591 SH   SOLE   121,171 0 18,420
TWILIO INC CL A 90138F102 855,071 5,188,223 SH   SOLE   3,821,219 0 1,367,004
UBER TECHNOLOGIES INC COM 90353T100 681,360 19,096,409 SH   SOLE   14,489,492 0 4,606,917
UIPATH INC COM 90364P105 18,819 871,662 SH   SOLE   871,662 0 0
UNITEDHEALTH GROUP INC COM 91324P102 91,854 180,117 SH   SOLE   156,435 0 23,682
VISA INC COM CL A 92826C839 2,755,213 12,423,741 SH   SOLE   9,102,875 0 3,320,866
WARNER MUSIC GROUP CORP COM CL A 934550203 447,497 11,822,919 SH   SOLE   8,951,190 0 2,871,729
WASTE CONNECTIONS INC COM 94106B101 16,508 118,170 SH   SOLE   358 0 117,812
XP INC CL A G98239109 261,687 8,693,906 SH   SOLE   5,784,966 0 2,908,940
ZOETIS INC CL A 98978V103 556,674 2,951,768 SH   SOLE   2,334,563 0 617,205
ISHARES TR MSCI INDIA ETF 46429B598 10,800 242,320 SH   SOLE   242,320 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 5,386 19,400 SH   SOLE   19,400 0 0