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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCENTURE PLC SHS CLASS A G1151C101 9,062,462 30,366 SH SOLE 30,366 0 0
ADOBE INC COM 00724F101 7,758,236 20,062 SH SOLE 20,062 0 0
AGNICO EAGLE MINES LTD COM 008474108 30,650,402 257,718 SH SOLE 257,718 0 0
AIRBNB INC COM CL A 009066101 51,740,970 390,970 SH SOLE 390,970 0 0
ALAMOS GOLD INC COM CL A 011532108 4,184,342 157,543 SH SOLE 157,543 0 0
ALIGN TECHNOLOGY INC COM 016255101 9,923,840 52,453 SH SOLE 52,453 0 0
ALPHABET INC CAP STK CL A 02079K305 462,763,219 2,625,815 SH SOLE 2,625,815 0 0
ALPHABET INC CAP STK CL A 02079K305 2,009 11,400 PRN Call SOLE 11,400 0 0
AMAZON.COM INC COM 023135106 475,178,011 2,165,476 SH SOLE 2,165,476 0 0
AMPHENOL CORP CL A 032095101 192,216,875 1,946,500 SH SOLE 1,946,500 0 0
ANSYS INC COM 03662Q105 11,497,009 32,796 SH SOLE 32,796 0 0
APPLE INC COM 037833100 5,783,742 28,190 SH SOLE 28,190 0 0
ARCHER AVIATION INC COM CL A 03945R102 1,032 95,100 PRN Call SOLE 95,100 0 0
ARISTA NETWORKS INC COM SHS 040413205 103,281,945 1,009,500 SH SOLE 1,009,500 0 0
ASTERA LABS INC COM 04626A103 2,350,920 26,000 SH SOLE 26,000 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102 2,103,068 214,818 SH SOLE 214,818 0 0
BIONTECH SE SPONSORED ADS 09075V102 18,782,605 176,351 SH SOLE 176,351 0 0
BLOCK INC CL A 852234103 139,529,986 2,054,026 SH SOLE 2,054,026 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 7,008,370 54,676 SH SOLE 54,676 0 0
BRIDGE INVESTMENT GROUP HOLDINGS INC COM CL A 10806B100 888,938 88,805 SH SOLE 88,805 0 0
BROADCOM INC COM 11135F101 229,650,631 833,124 SH SOLE 833,124 0 0
CADENCE DESIGN SYSTEMS INC COM 127387108 109,081,266 354,026 SH SOLE 354,026 0 0
CANTALOUPE INC COM 138103106 3,587,861 326,466 SH SOLE 326,466 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 17,577,768 63,600 SH SOLE 63,600 0 0
CELESTICA INC COM 15101Q207 50,813,805 325,500 SH SOLE 325,500 0 0
CENCORA INC COM 03073E105 276,607,215 922,491 SH SOLE 922,491 0 0
CENTENE CORP COM 15135B101 116,725,232 2,150,428 SH SOLE 2,150,428 0 0
CHAMPIONX CORP COM 15872M104 9,411,379 378,880 SH SOLE 378,880 0 0
CISCO SYSTEMS INC COM 17275R102 5,645,312 81,368 SH SOLE 81,368 0 0
CLEARSIDE BIOMEDICAL INC COM 185063104 1,206,674 1,508,342 SH SOLE 1,508,342 0 0
COMFORT SYSTEMS USA INC COM 199908104 70,078,191 130,699 SH SOLE 130,699 0 0
COSTCO WHOLESALE CORP COM 22160K105 4,949,700 5,000 SH SOLE 5,000 0 0
CUREVAC NV COM N2451R105 470,303 86,612 SH SOLE 86,612 0 0
DANAHER CORP COM 235851102 15,038,490 76,055 SH SOLE 76,055 0 0
DATADOG INC CL A COM 23804L103 513,409 3,822 SH SOLE 3,822 0 0
DELL TECHNOLOGIES INC CL C 24703L202 415,001 3,385 SH SOLE 3,385 0 0
DOXIMITY INC CL A 26622P107 25,470,086 415,228 SH SOLE 415,228 0 0
DUN & BRADSTREET HOLDINGS INC COM 26484T106 10,960,577 1,205,784 SH SOLE 1,205,784 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 4,656,646 1,441,686 SH SOLE 1,441,686 0 0
EATON CORP PLC SHS G29183103 136,013,190 381,000 SH SOLE 381,000 0 0
EHANG HOLDINGS LTD ADS 26853E102 1,848,475 106,479 SH SOLE 106,479 0 0
ELI LILLY & CO COM 532457108 78,973,833 101,326 SH SOLE 101,326 0 0
ENSTAR GROUP LTD SHS G3075P101 9,616,196 28,589 SH SOLE 28,589 0 0
EQUIFAX INC COM 294429105 150,693,664 581,098 SH SOLE 581,098 0 0
FARO TECHNOLOGIES INC COM 311642AB8 7,522,925 171,287 SH SOLE 171,287 0 0
FRANCO-NEVADA CORP COM 351858105 3,204,636 19,550 SH SOLE 19,550 0 0
FRONTIER COMMUNICATIONS PARENT INC COM 35909D109 10,586,321 290,833 SH SOLE 290,833 0 0
GAOTU TECHEDU INC SPONSORED ADS 36257Y109 754,735 209,068 SH SOLE 209,068 0 0
GARMIN LTD SHS H2906T109 166,976 800 SH SOLE 800 0 0
GE AEROSPACE COM NEW 369604301 52,977,297 205,825 SH SOLE 205,825 0 0
GLOBAL BLUE GROUP HOLDING AG ORD SHS H33700107 4,507,936 603,472 SH SOLE 603,472 0 0
GLOBANT SA COM L44385109 363,360 4,000 SH SOLE 4,000 0 0
GLOBE LIFE INC COM 37959E102 9,197,460 74,000 SH SOLE 74,000 0 0
GRUPO FINANCIERO GALICIA SA SPONSORED ADR 399909100 3,888,816 77,070 SH SOLE 77,070 0 0
GUILD HOLDINGS CO CL A 40172N107 2,364,611 119,606 SH SOLE 119,606 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106 19,578,459 576,907 SH SOLE 576,907 0 0
HILTON WORLDWIDE HOLDINGS INC COM 43300A203 3,012,572 11,311 SH SOLE 11,311 0 0
HOME DEPOT INC/THE COM 437076102 16,629,526 45,328 SH SOLE 45,328 0 0
INFORMATICA INC COM CL A 45674M101 4,740,263 194,672 SH SOLE 194,672 0 0
INTERACTIVE BROKERS GROUP INC COM CL A 45841N107 250,234 4,514 SH SOLE 4,514 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 195,996,579 1,068,406 SH SOLE 1,068,406 0 0
INTERPUBLIC GROUP OF COS INC/THE COM 460690100 3,470,432 141,766 SH SOLE 141,766 0 0
INTUIT INC COM 461202103 10,255,684 13,042 SH SOLE 13,042 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 6,555,890 12,103 SH SOLE 12,103 0 0
ITAU UNIBANCO HOLDING SA SPON ADR REP PFD 465562106 95,373,087 14,046,110 SH SOLE 14,046,110 0 0
JPMORGAN CHASE & CO COM 46625H100 3,205,535 11,057 SH SOLE 11,057 0 0
JUNIPER NETWORKS INC COM 48203R104 3,332,318 83,454 SH SOLE 83,454 0 0
KASPI.KZ JSC SPONSORED ADS 48581R205 15,633,388 184,030 SH SOLE 184,030 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 35,885,340 219,000 SH SOLE 219,000 0 0
KLA CORP COM NEW 482480100 39,502,134 44,100 SH SOLE 44,100 0 0
KT CORP SPONSORED ADR 48268K101 623,400 30,000 SH SOLE 30,000 0 0
LANTHEUS HOLDINGS INC COM 516544103 24,312,420 297,000 SH SOLE 297,000 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203 935,200 40,000 SH SOLE 40,000 0 0
LINDE PLC SHS G54950103 49,354,921 105,194 SH SOLE 105,194 0 0
LULULEMON ATHLETICA INC COM 550021109 16,393,020 69,000 SH SOLE 69,000 0 0
MARRIOTT INTERNATIONAL INC/MD CL A 571903202 3,066,782 11,225 SH SOLE 11,225 0 0
MASTERCARD INC CL A 57636Q104 3,765 6,700 PRN Call SOLE 6,700 0 0
MCKESSON CORP COM 58155Q103 285,854,607 390,112 SH SOLE 390,112 0 0
MERCADOLIBRE INC COM 58733R102 356,533,802 136,441 SH SOLE 136,441 0 0
MERUS NV COM N5749R100 11,304,092 214,722 SH SOLE 214,722 0 0
META PLATFORMS INC CL A 30303M102 152,408,204 206,490 SH SOLE 206,490 0 0
MICROSOFT CORP COM 594918104 243,016,444 488,624 SH SOLE 488,624 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 28,805,910 599,000 SH SOLE 599,000 0 0
MRC GLOBAL INC COM 55345K103 1,143,524 83,408 SH SOLE 83,408 0 0
NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC SPON ADR 647581206 14,316,913 265,333 SH SOLE 265,333 0 0
NEWMONT CORP COM 651639106 36,159,127 620,651 SH SOLE 620,651 0 0
NIKE INC CL B 654106103 44,911 632,200 PRN Call SOLE 632,200 0 0
NVIDIA CORP COM 67066G104 589,924,948 3,733,985 SH SOLE 3,733,985 0 0
NVIDIA CORP COM 67066G104 3,255 20,600 PRN Call SOLE 20,600 0 0
ORACLE CORP COM 68389X105 12,146,778 55,808 SH SOLE 55,808 0 0
O'REILLY AUTOMOTIVE INC COM 67103H107 57,353,324 636,340 SH SOLE 636,340 0 0
PARKER-HANNIFIN CORP COM 701094104 31,437,436 45,009 SH SOLE 45,009 0 0
PROASSURANCE CORP COM 74267C106 2,277,498 99,759 SH SOLE 99,759 0 0
PROCTER & GAMBLE CO/THE COM 742718109 27,869,837 174,852 SH SOLE 174,852 0 0
RADIUS RECYCLING INC CL A 806882106 4,654,115 156,757 SH SOLE 156,757 0 0
REDFIN CORP COM 75737F108 300,093 26,818 SH SOLE 26,818 0 0
RENEW ENERGY GLOBAL PLC CL A SHS G7500M104 345,500 50,000 SH SOLE 50,000 0 0
ROBLOX CORP CL A 771049103 5,896 18,900 PRN Call SOLE 18,900 0 0
S&P GLOBAL INC COM 78409V104 246,242,988 467,109 SH SOLE 467,109 0 0
SALESFORCE INC COM 79466L302 64,913,854 238,050 SH SOLE 238,050 0 0
SEA LTD SPONSORD ADS 81141R100 45,323,945 283,455 SH SOLE 283,455 0 0
SERVICENOW INC COM 81762P102 126,871,562 123,415 SH SOLE 123,415 0 0
SHERWIN-WILLIAMS CO/THE COM 824348106 2,620,524 7,632 SH SOLE 7,632 0 0
SKECHERS USA INC CL A 830566105 2,131,897 33,786 SH SOLE 33,786 0 0
SPOTIFY TECHNOLOGY SA SHS L8681T102 466,543 608 SH SOLE 608 0 0
SPRINGWORKS THERAPEUTICS INC COM 85205L107 6,992,394 148,806 SH SOLE 148,806 0 0
STRYKER CORP COM 863667101 7,729,359 19,556 SH SOLE 19,556 0 0
SURMODICS INC COM 868873100 820,650 27,622 SH SOLE 27,622 0 0
SYNOPSYS INC COM 871607107 88,711,071 173,034 SH SOLE 173,034 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPONSORED ADS 874039100 2,893,410 12,775 SH SOLE 12,775 0 0
TASKUS INC CLASS A COM 87652V109 2,874,457 171,507 SH SOLE 171,507 0 0
TENCENT MUSIC ENTERTAINMENT GROUP SPON ADS 88034P109 2,675,373 137,269 SH SOLE 137,269 0 0
TESLA INC COM 88160R101 158,830 500 SH SOLE 500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 158,667,099 391,279 SH SOLE 391,279 0 0
TRADEWEB MARKETS INC CL A 892672106 83,872,560 572,900 SH SOLE 572,900 0 0
TRIUMPH GROUP INC COM 896818101 2,312,814 89,818 SH SOLE 89,818 0 0
TUYA INC SPONSERED ADS 90114C107 5,038,526 2,180,501 SH SOLE 2,180,501 0 0
UNITEDHEALTH GROUP INC COM 91324P102 686 2,200 PRN Call SOLE 2,200 0 0
VEEVA SYSTEMS INC CL A COM 922475108 374,374 1,300 SH SOLE 1,300 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 101,156,475 227,296 SH SOLE 227,296 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 1,284,100 10,000 SH SOLE 10,000 0 0
VESTA REAL ESTATE CORP ADS 92540K109 21,043,369 768,515 SH SOLE 768,515 0 0
VIGIL NEUROSCIENCE INC COM 92673K108 1,921,952 241,755 SH SOLE 241,755 0 0
VIPSHOP HOLDINGS LTD SPONSORED ADS A 92763W103 143,170,984 9,510,664 SH SOLE 9,510,664 0 0
VISA INC COM CL A 92826C839 4,412,916 12,429 SH SOLE 12,429 0 0
VNET GROUP INC SPONSORED ADS A 90138A103 2,011,019 291,452 SH SOLE 291,452 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 4,760,538 414,681 SH SOLE 414,681 0 0
WNS HOLDINGS LTD COM SHS G98196101 632,400 10,000 SH SOLE 10,000 0 0
YETI HOLDINGS INC COM 98585X104 1,835,315 58,227 SH SOLE 58,227 0 0