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
ADVANCED MICRO DEVICES INC COM 007903107   253,268,058 3,910,268 SH   SOLE   3,910,268 0 0
AMAZON COM INC COM 023135106   809,978,148 9,642,597 SH   SOLE   9,642,597 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   129,054,216 236,190 SH   SOLE   236,190 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102   50,501,482 5,080,632 SH   SOLE   5,080,632 0 0
BATH & BODY WORKS INC COM 070830104   869,357,934 20,630,231 SH   SOLE   20,630,231 0 0
BOOKING HOLDINGS INC COM 09857L108   444,117,330 220,375 SH   SOLE   220,375 0 0
CHENIERE ENERGY INC COM NEW 16411R208   1,250,366 8,338 SH   SOLE   8,338 0 0
DICKS SPORTING GOODS INC COM 253393102   603,272,875 5,015,154 SH   SOLE   5,015,154 0 0
EPAM SYS INC COM 29414B104   197,581,336 602,860 SH   SOLE   602,860 0 0
EQUIFAX INC COM 294429105   1,414,552 7,278 SH   SOLE   7,278 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   133,199,867 175,642 SH   SOLE   175,642 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   127,157,470 1,826,188 SH   SOLE   1,826,188 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   198,565,908 2,902,586 SH   SOLE   2,902,586 0 0
ICICI BANK LIMITED ADR 45104G104   255,952,152 11,692,652 SH   SOLE   11,692,652 0 0
LPL FINL HLDGS INC COM 50212V100   433,922,797 2,007,322 SH   SOLE   2,007,322 0 0
MARQETA INC CLASS A COM 57142B104   101,486,037 16,609,826 SH   SOLE   16,609,826 0 0
MASTERCARD INCORPORATED CL A 57636Q104   468,292,164 1,346,712 SH   SOLE   1,346,712 0 0
MICROSOFT CORP COM 594918104   838,236,851 3,495,275 SH   SOLE   3,495,275 0 0
MODERNA INC COM 60770K107   242,939,283 1,352,518 SH   SOLE   1,352,518 0 0
PTC INC COM 69370C100   321,880,898 2,681,447 SH   SOLE   2,681,447 0 0
RH COM 74967X103   473,746,306 1,773,069 SH   SOLE   1,773,069 0 0
SALESFORCE INC COM 79466L302   72,792,308 549,003 SH   SOLE   549,003 0 0
SWEETGREEN INC COM CL A 87043Q108   39,049,231 4,556,503 SH   SOLE   4,556,503 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   774,055,386 10,391,400 SH   SOLE   10,391,400 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   323,638,310 587,696 SH   SOLE   587,696 0 0
TRANSDIGM GROUP INC COM 893641100   488,413,209 775,690 SH   SOLE   775,690 0 0
UNITEDHEALTH GROUP INC COM 91324P102   563,899,448 1,063,600 SH   SOLE   1,063,600 0 0
VALARIS LIMITED CL A G9460G101   44,177,498 653,320 SH   SOLE   653,320 0 0
VISA INC COM CL A 92826C839   432,919,277 2,083,747 SH   SOLE   2,083,747 0 0
WORKDAY INC CL A 98138H101   781,498,367 4,670,402 SH   SOLE   4,670,402 0 0