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
ADVANCED DRAIN SYS INC DEL BBG001SH4LQ0 00790R104 26,626,501 231,817 SH SOLE 231,817 0 0
ALPHABET INC BBG009S3NB21 02079K107 35,634,281 200,881 SH SOLE 200,881 0 0
AMAZON COM INC BBG001S5PQL7 023135106 36,305,096 165,482 SH SOLE 165,482 0 0
ANSYS INC BBG001S926L8 03662Q105 2,516,843 7,166 SH SOLE 7,166 0 0
APPLIED MATLS INC BBG001S5NMM7 038222105 2,774,792 15,157 SH SOLE 15,157 0 0
AUTODESK INC BBG001S5SCD4 052769106 2,552,095 8,244 SH SOLE 8,244 0 0
BROADCOM INC BBG00KHY5SY8 11135F101 3,179,071 11,533 SH SOLE 11,533 0 0
CAVA GROUP INC BBG00GBR8762 148929102 23,170,915 275,091 SH SOLE 275,091 0 0
CELSIUS HLDGS INC BBG001SQSKT3 15118V207 60,801,889 1,310,668 SH SOLE 1,310,668 0 0
COGENT COMMUNICATIONS HLDGS BBG001SC5GP2 19239V302 49,619,516 1,029,237 SH SOLE 1,029,237 0 0
CONFLUENT INC BBG007HWGYS3 20717M103 26,758,715 1,073,354 SH SOLE 1,073,354 0 0
CREDIT ACCEP CORP MICH BBG001S71KS5 225310101 58,705,694 115,238 SH SOLE 115,238 0 0
CROWDSTRIKE HLDGS INC BBG00BLYKRZ7 22788C105 2,666,238 5,235 SH SOLE 5,235 0 0
CYBERARK SOFTWARE LTD BBG006Q52QW1 M2682V108 2,610,135 6,415 SH SOLE 6,415 0 0
DATADOG INC BBG003NJHZW5 23804L103 2,909,588 21,660 SH SOLE 21,660 0 0
DEXCOM INC BBG001SKZG99 252131107 63,214,632 724,191 SH SOLE 724,191 0 0
ELEVANCE HEALTH INC BBG001S6KBQ8 036752103 7,779,200 20,000 SH Call SOLE 20,000 0 0
ELEVANCE HEALTH INC BBG001S6KBQ8 036752103 23,195,241 59,634 SH SOLE 59,634 0 0
ELI LILLY & CO BBG001S5STL8 532457108 43,506,349 55,811 SH SOLE 55,811 0 0
EUROPEAN WAX CTR INC BBG011RWTZQ9 29882P106 11,581,957 2,057,186 SH SOLE 2,057,186 0 0
FISERV INC BBG001S5R6Q4 337738108 29,532,281 171,291 SH SOLE 171,291 0 0
FLUTTER ENTMT PLC BBG001S87K70 G3643J108 5,005,086 17,515 SH SOLE 17,515 0 0
HUMANA INC BBG001S5S1X6 444859102 20,162,755 82,472 SH SOLE 82,472 0 0
INTUIT BBG001S6TWR2 461202103 2,147,079 2,726 SH SOLE 2,726 0 0
INVESCO QQQ TR BBG001S9GN63 46090E103 39,117,896 70,912 SH SOLE 70,912 0 0
KLA CORP BBG001S5SLM4 482480100 2,991,772 3,340 SH SOLE 3,340 0 0
KNIFE RIVER CORP BBG002N3N2W8 498894104 31,499,814 385,838 SH SOLE 385,838 0 0
LAM RESEARCH CORP BBG001S5SW40 512807306 3,058,131 31,417 SH SOLE 31,417 0 0
MERCADOLIBRE INC BBG001SM32G3 58733R102 2,584,880 989 SH SOLE 989 0 0
META PLATFORMS INC BBG001SQCQC5 30303M102 58,643,465 79,453 SH SOLE 79,453 0 0
MICRON TECHNOLOGY INC BBG001S6P675 595112103 3,570,429 28,969 SH SOLE 28,969 0 0
MICROSOFT CORP BBG001S5TD05 594918104 35,224,089 70,815 SH SOLE 70,815 0 0
MONGODB INC BBG0022FDRZ7 60937P106 2,754,439 13,117 SH SOLE 13,117 0 0
NETFLIX INC BBG001SF6L46 64110L106 2,697,008 2,014 SH SOLE 2,014 0 0
NVIDIA CORPORATION BBG001S5TZJ6 67066G104 2,501,140 15,831 SH SOLE 15,831 0 0
ORACLE CORP BBG001S5SJG6 68389X105 2,371,261 10,846 SH SOLE 10,846 0 0
PHILIP MORRIS INTL INC BBG001STP9N1 718172109 11,200,995 61,500 SH Call SOLE 61,500 0 0
PHILIP MORRIS INTL INC BBG001STP9N1 718172109 28,005,948 153,769 SH SOLE 153,769 0 0
PINTEREST INC BBG002583CW7 72352L106 3,146,787 87,752 SH SOLE 87,752 0 0
PTC INC BBG001S6DNK6 69370C100 2,468,598 14,324 SH SOLE 14,324 0 0
RENTOKIL INITIAL PLC BBG001S80721 760125104 20,931,480 872,145 SH SOLE 872,145 0 0
ROBLOX CORP BBG001V1Y6Z1 771049103 3,450,455 32,799 SH SOLE 32,799 0 0
SALESFORCE INC BBG001SDLP09 79466L302 31,764,840 116,487 SH SOLE 116,487 0 0
SEAGATE TECHNOLOGY HLDNGS PL BBG0113JGQG9 G7997R103 3,619,796 25,080 SH SOLE 25,080 0 0
SERVICENOW INC BBG001T4JFC0 81762P102 2,417,016 2,351 SH SOLE 2,351 0 0
SHIFT4 PMTS INC BBG00TX393M3 82452J109 2,765,665 27,905 SH SOLE 27,905 0 0
SHOPIFY INC BBG004DW5NC7 82509L107 2,712,225 23,513 SH SOLE 23,513 0 0
SNOWFLAKE INC BBG007DHGNK2 833445109 2,454,309 10,968 SH SOLE 10,968 0 0
SOTERA HEALTH CO BBG008LZG101 83601L102 58,739,610 5,282,339 SH SOLE 5,282,339 0 0
SPOTIFY TECHNOLOGY S A BBG003T4VFD1 L8681T102 2,920,496 3,806 SH SOLE 3,806 0 0
TAIWAN SEMICONDUCTOR MFG LTD BBG001S5WWW4 874039100 2,985,138 13,180 SH SOLE 13,180 0 0
TD SYNNEX CORPORATION BBG001SFQWB2 87162W100 2,763,938 20,368 SH SOLE 20,368 0 0
UNITEDHEALTH GROUP INC BBG001S6WCJ1 91324P102 17,458,153 55,961 SH SOLE 55,961 0 0
WESTERN DIGITAL CORP BBG001S5XD28 958102105 3,297,981 51,539 SH SOLE 51,539 0 0
WORKDAY INC BBG001T21KQ7 98138H101 33,024,960 137,604 SH SOLE 137,604 0 0
ZSCALER INC BBG003338H61 98980G102 3,128,098 9,964 SH SOLE 9,964 0 0