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
ALPHABET INC CAP STK CL A 02079K305 543,824,456 3,085,879 SH SOLE 2,015,429 0 1,070,450
ALPHABET INC CAP STK CL C 02079K107 107,034,465 603,385 SH SOLE 394,200 0 209,185
AMAZON COM INC COM 023135106 2,024,974,746 9,230,023 SH SOLE 6,374,816 0 2,855,207
AMPHENOL CORP NEW CL A 032095101 92,836,949 940,121 SH SOLE 940,121 0 0
APPLOVIN CORP COM CL A 03831W108 286,136,488 817,346 SH SOLE 592,743 0 224,603
GALLAGHER ARTHUR J & CO COM 363576109 358,934,230 1,121,249 SH SOLE 831,521 0 289,728
ASML HOLDING N V N Y REGISTRY SHS N07059210 425,187,081 530,562 SH SOLE 370,461 0 160,101
ATLASSIAN CORPORATION CL A 049468101 525,743,754 2,588,723 SH SOLE 1,783,123 0 805,600
AXON ENTERPRISE INC COM 05464C101 1,334,055,582 1,611,295 SH SOLE 1,167,441 0 443,854
BLOCK INC CL A 852234103 702,446,468 10,340,740 SH SOLE 7,090,570 0 3,250,170
BROADCOM INC COM 11135F101 508,113,088 1,843,327 SH SOLE 1,240,323 0 603,004
BUILDERS FIRSTSOURCE INC COM 12008R107 118,647,241 1,016,773 SH SOLE 664,992 0 351,781
CADENCE DESIGN SYSTEM INC COM 127387108 94,969,057 308,191 SH SOLE 308,191 0 0
CARLISLE COS INC COM 142339100 159,202,824 426,360 SH SOLE 279,077 0 147,283
CARVANA CO CL A 146869102 303,677,450 901,227 SH SOLE 648,156 0 253,071
CHARTER COMMUNICATIONS INC N CL A 16119P108 99,108,626 242,432 SH SOLE 242,432 0 0
CLOUDFLARE INC CL A COM 18915M107 965,221,395 4,928,874 SH SOLE 3,560,078 0 1,368,796
COUPANG INC CL A 22266T109 359,511,641 11,999,721 SH SOLE 9,895,619 0 2,104,102
CROWDSTRIKE HLDGS INC CL A 22788C105 22,929,646 45,021 SH SOLE 45,021 0 0
DATADOG INC CL A COM 23804L103 372,364,775 2,772,015 SH SOLE 1,965,008 0 807,007
DEXCOM INC COM 252131107 868,356,032 9,947,944 SH SOLE 6,674,177 0 3,273,767
DOORDASH INC CL A 25809K105 1,181,320,538 4,792,181 SH SOLE 3,336,910 0 1,455,271
FERRARI N V COM N3167Y103 119,601,681 243,717 SH SOLE 243,717 0 0
FLUTTER ENTMT PLC SHS G3643J108 606,278,989 2,121,637 SH SOLE 1,410,392 0 711,245
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108 81,803,099 6,926,596 SH SOLE 4,727,962 0 2,198,634
GITLAB INC CLASS A COM 37637K108 5,750,397 127,475 SH SOLE 127,475 0 0
GLOBANT S A COM L44385109 78,974,116 869,376 SH SOLE 596,587 0 272,789
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 94,351,855 18,757,824 SH SOLE 12,874,662 0 5,883,162
HDFC BANK LTD SPONSORED ADS 40415F101 221,065,294 2,883,335 SH SOLE 2,784,491 0 98,844
ICON PLC SHS G4705A100 13,315,947 91,550 SH SOLE 91,550 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 974,783,265 5,313,039 SH SOLE 3,788,499 0 1,524,540
INTUITIVE SURGICAL INC COM NEW 46120E602 411,671,114 757,570 SH SOLE 496,139 0 261,431
IRHYTHM TECHNOLOGIES INC COM 450056106 448,874,537 2,915,527 SH SOLE 1,906,904 0 1,008,623
KASPI KZ JSC SPONSORED ADS 48581R205 142,786,084 1,682,013 SH SOLE 1,155,522 0 526,491
KLAVIYO INC COM SER A 49845K101 37,242,537 1,109,069 SH SOLE 1,109,069 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 199,702,948 1,911,033 SH SOLE 1,911,033 0 0
LINDE PLC SHS G54950103 40,660,077 86,662 SH SOLE 86,662 0 0
MCKESSON CORP COM 58155Q103 106,888,420 145,867 SH SOLE 145,867 0 0
MERCADOLIBRE INC COM 58733R102 1,342,182,641 513,532 SH SOLE 359,165 0 154,367
META PLATFORMS INC CL A 30303M102 963,975,802 1,306,041 SH SOLE 934,652 0 371,389
MICROSOFT CORP COM 594918104 1,469,719,710 2,954,745 SH SOLE 2,213,731 0 741,014
MONDAY COM LTD SHS M7S64H106 36,665,538 116,591 SH SOLE 116,591 0 0
NETFLIX INC COM 64110L106 1,515,465,299 1,131,679 SH SOLE 783,463 0 348,216
NU HLDGS LTD ORD SHS CL A G6683N103 747,800,752 54,504,428 SH SOLE 38,660,422 0 15,844,006
NVIDIA CORPORATION COM 67066G104 3,405,823,292 21,557,208 SH SOLE 15,189,552 0 6,367,656
OKTA INC CL A 679295105 30,042,684 300,517 SH SOLE 300,517 0 0
ON HLDG AG NAMEN AKT A H5919C104 240,176,761 4,614,347 SH SOLE 3,089,443 0 1,524,904
PALO ALTO NETWORKS INC COM 697435105 31,691,164 154,863 SH SOLE 154,863 0 0
REPLIGEN CORP COM 759916109 155,610,325 1,251,088 SH SOLE 817,559 0 433,529
ROBLOX CORP CL A 771049103 377,304,324 3,586,543 SH SOLE 2,574,709 0 1,011,834
ROPER TECHNOLOGIES INC COM 776696106 185,836,227 327,846 SH SOLE 327,846 0 0
SAMSARA INC COM CL A 79589L106 766,807,634 19,276,210 SH SOLE 13,340,990 0 5,935,220
SAP SE SPON ADR 803054204 88,002,283 289,386 SH SOLE 289,386 0 0
SEA LTD SPONSORD ADS 81141R100 908,140,120 5,678,005 SH SOLE 4,026,485 0 1,651,520
SERVICENOW INC COM 81762P102 1,447,878,991 1,408,333 SH SOLE 1,025,862 0 382,471
SHOPIFY INC CL A SUB VTG SHS 82509L107 864,273,140 7,492,615 SH SOLE 5,220,419 0 2,272,196
SNOWFLAKE INC CL A 833445109 2,676,289 11,960 SH SOLE 11,960 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,039,594,534 1,354,803 SH SOLE 931,879 0 422,924
STEVANATO GROUP S P A ORD SHS T9224W109 11,351,033 464,635 SH SOLE 464,635 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,937,005,444 8,552,278 SH SOLE 6,218,745 0 2,333,533
TETRA TECH INC NEW COM 88162G103 187,004,047 5,200,335 SH SOLE 3,405,625 0 1,794,710
TRANSDIGM GROUP INC COM 893641100 132,143,616 86,900 SH SOLE 86,900 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 143,385,115 3,943,485 SH SOLE 2,703,682 0 1,239,803
VENTURE GLOBAL INC COM CL A 92333F101 122,373,718 7,854,539 SH SOLE 5,304,441 0 2,550,098
VISA INC COM CL A 92826C839 1,430,888,566 4,030,104 SH SOLE 2,948,684 0 1,081,420
WASTE CONNECTIONS INC COM 94106B101 209,141,711 1,120,082 SH SOLE 1,120,082 0 0