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   1,426,832 133,100 SH   SOLE   133,100 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   54,874,091 191,995 SH   SOLE   191,995 0 0
ALPHABET INC CAP STK CL A 02079K305   78,683,770 758,544 SH   SOLE   758,544 0 0
ALTERYX INC COM CL A 02156B103   28,547,168 485,166 SH   SOLE   485,166 0 0
AMAZON COM INC COM 023135106   109,497,213 1,060,095 SH   SOLE   1,060,095 0 0
ANSYS INC COM 03662Q105   3,314,356 9,959 SH   SOLE   9,959 0 0
APPLE INC COM 037833100   2,054,490 12,459 SH   SOLE   12,459 0 0
APPLIED MATLS INC COM 038222105   1,146,004 9,330 SH   SOLE   9,330 0 0
AST SPACEMOBILE INC COM CL A 00217D100   683,260 134,500 SH   SOLE   134,500 0 0
AUTODESK INC COM 052769106   1,721,484 8,270 SH   SOLE   8,270 0 0
BALL CORP COM 058498106   1,036,068 18,800 SH   SOLE   18,800 0 0
BIONTECH SE SPONSORED ADS 09075V102   12,140,344 97,458 SH   SOLE   97,458 0 0
BLACKSKY TECHNOLOGY INC COM CL A 09263B108   870,000 580,000 SH   SOLE   580,000 0 0
BRUKER CORP COM 116794108   9,361,304 118,738 SH   SOLE   118,738 0 0
BUMBLE INC COM CL A 12047B105   4,004,075 204,812 SH   SOLE   204,812 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   246,856 1,175 SH   SOLE   1,175 0 0
CBOE GLOBAL MKTS INC COM 12503M108   11,966,691 89,144 SH   SOLE   89,144 0 0
CLOUDFLARE INC CL A COM 18915M107   27,403,493 444,429 SH   SOLE   444,429 0 0
COGNEX CORP COM 192422103   5,967,208 120,428 SH   SOLE   120,428 0 0
CONFLUENT INC CLASS A COM 20717M103   13,840,250 575,000 SH   SOLE   575,000 0 0
COOPER COS INC COM NEW 216648402   9,502,759 25,452 SH   SOLE   25,452 0 0
CREDICORP LTD COM G2519Y108   3,086,276 23,312 SH   SOLE   23,312 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   32,256,100 235,000 SH   SOLE   235,000 0 0
DANAHER CORPORATION COM 235851102   806,528 3,200 SH   SOLE   3,200 0 0
DARLING INGREDIENTS INC COM 237266101   4,183,309 71,632 SH   SOLE   71,632 0 0
DATADOG INC CL A COM 23804L103   26,375,580 363,000 SH   SOLE   363,000 0 0
DEERE & CO COM 244199105   1,734,096 4,200 SH   SOLE   4,200 0 0
DIGITALOCEAN HLDGS INC COM 25402D102   18,958,280 484,000 SH   SOLE   484,000 0 0
DOLLAR GEN CORP NEW COM 256677105   273,598 1,300 SH   SOLE   1,300 0 0
DYNATRACE INC COM NEW 268150109   7,695,090 181,917 SH   SOLE   181,917 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   19,100,207 230,874 SH   SOLE   230,874 0 0
LAUDER ESTEE COS INC CL A 518439104   1,393,485 5,654 SH   SOLE   5,654 0 0
FACTSET RESH SYS INC COM 303075105   8,205,085 19,767 SH   SOLE   19,767 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106   55,307,294 581,020 SH   SOLE   581,020 0 0
FORTINET INC COM 34959E109   7,642,900 115,000 SH   SOLE   115,000 0 0
GARMIN LTD SHS H2906T109   1,667,199 16,520 SH   SOLE   16,520 0 0
GENERAL MLS INC COM 370334104   350,386 4,100 SH   SOLE   4,100 0 0
GILAT SATELLITE NETWORKS LTD SHS NEW M51474118   460,800 90,000 SH   SOLE   90,000 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   396,111 7,850 SH   SOLE   7,850 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   267,410 9,350 SH   SOLE   9,350 0 0
HUBSPOT INC COM 443573100   7,278,889 16,977 SH   SOLE   16,977 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   1,254,358 4,910 SH   SOLE   4,910 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   2,662,990 43,000 SH   SOLE   43,000 0 0
IRON MTN INC DEL COM 46284V101   7,170,946 135,531 SH   SOLE   135,531 0 0
JOHNSON & JOHNSON COM 478160104   441,750 2,850 SH   SOLE   2,850 0 0
KEURIG DR PEPPER INC COM 49271V100   38,034,875 1,078,086 SH   SOLE   1,078,086 0 0
LINDE PLC SHS G54950103   59,038,229 166,099 SH   SOLE   166,099 0 0
MASTERCARD INCORPORATED CL A 57636Q104   132,940,830 365,815 SH   SOLE   365,815 0 0
MERCADOLIBRE INC COM 58733R102   31,106,216 23,600 SH   SOLE   23,600 0 0
MICROSOFT CORP COM 594918104   166,276,737 576,749 SH   SOLE   576,749 0 0
MODERNA INC COM 60770K107   11,532,783 75,093 SH   SOLE   75,093 0 0
MONOLITHIC PWR SYS INC COM 609839105   4,792,671 9,575 SH   SOLE   9,575 0 0
MORGAN STANLEY COM NEW 617446448   237,060 2,700 SH   SOLE   2,700 0 0
MSCI INC COM 55354G100   19,980,933 35,700 SH   SOLE   35,700 0 0
NEXTERA ENERGY INC COM 65339F101   18,318,062 237,650 SH   SOLE   237,650 0 0
NICE LTD SPONSORED ADR 653656108   2,642,078 11,543 SH   SOLE   11,543 0 0
NIKE INC CL B 654106103   1,473,275 12,013 SH   SOLE   12,013 0 0
NVIDIA CORPORATION COM 67066G104   31,396,344 113,030 SH   SOLE   113,030 0 0
ORACLE CORP COM 68389X105   45,094,076 485,300 SH   SOLE   485,300 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   15,024,100 1,778,000 SH   SOLE   1,778,000 0 0
PALO ALTO NETWORKS INC COM 697435105   30,963,695 155,020 SH   SOLE   155,020 0 0
PAYCOM SOFTWARE INC COM 70432V102   6,245,886 20,545 SH   SOLE   20,545 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   12,599,400 166,000 SH   SOLE   166,000 0 0
PLANET LABS PBC COM CL A 72703X106   3,301,200 840,000 SH   SOLE   840,000 0 0
PROLOGIS INC. COM 74340W103   480,365 3,850 SH   SOLE   3,850 0 0
REDWIRE CORPORATION COM 75776W103   763,560 252,000 SH   SOLE   252,000 0 0
REPUBLIC SVCS INC COM 760759100   713,286 5,275 SH   SOLE   5,275 0 0
ROCKET LAB USA INC COM 773122106   3,171,400 785,000 SH   SOLE   785,000 0 0
ROLLINS INC COM 775711104   1,269,941 33,838 SH   SOLE   33,838 0 0
SERVICENOW INC COM 81762P102   31,758,965 68,340 SH   SOLE   68,340 0 0
SHOPIFY INC CL A 82509L107   13,471,140 281,000 SH   SOLE   281,000 0 0
SIRIUS XM HOLDINGS INC COM 82968B103   964,710 243,000 SH   SOLE   243,000 0 0
SNOWFLAKE INC CL A 833445109   26,769,315 173,500 SH   SOLE   173,500 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   6,395,412 21,041 SH   SOLE   21,041 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   1,316,291 9,851 SH   SOLE   9,851 0 0
STERIS PLC SHS USD G8473T100   10,105,705 52,832 SH   SOLE   52,832 0 0
STRYKER CORPORATION COM 863667101   55,809,100 195,499 SH   SOLE   195,499 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   46,968,961 504,934 SH   SOLE   504,934 0 0
TERADYNE INC COM 880770102   252,649 2,350 SH   SOLE   2,350 0 0
TESLA INC COM 88160R101   27,275,389 131,473 SH   SOLE   131,473 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   56,749,967 98,461 SH   SOLE   98,461 0 0
T-MOBILE US INC COM 872590104   622,812 4,300 SH   SOLE   4,300 0 0
TRACTOR SUPPLY CO COM 892356106   740,376 3,150 SH   SOLE   3,150 0 0
THE TRADE DESK INC COM CL A 88339J105   7,027,065 115,368 SH   SOLE   115,368 0 0
TRIMBLE INC COM 896239100   6,586,521 125,649 SH   SOLE   125,649 0 0
TWILIO INC CL A 90138F102   9,528,090 143,000 SH   SOLE   143,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   84,784,064 179,403 SH   SOLE   179,403 0 0
UNITY SOFTWARE INC COM 91332U101   7,785,600 240,000 SH   SOLE   240,000 0 0
VELO3D INC COMMON STOCK 92259N104   971,560 428,000 SH   SOLE   428,000 0 0
VERISK ANALYTICS INC COM 92345Y106   9,372,745 48,852 SH   SOLE   48,852 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   252,056 800 SH   SOLE   800 0 0
VISA INC COM CL A 92826C839   168,712,846 748,305 SH   SOLE   748,305 0 0
YUM BRANDS INC COM 988498101   56,846,176 430,392 SH   SOLE   430,392 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   25,464,150 1,030,520 SH   SOLE   1,030,520 0 0
ZSCALER INC COM 98980G102   25,702,600 220,000 SH   SOLE   220,000 0 0