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
AEROVIRONMENT INC COM 008073108 390,111 2,535 SH SOLE 2,535 0 0
ALPHABET INC CAP STK CL A 02079K305 64,819,538 342,417 SH SOLE 342,417 0 0
AMAZON COM INC COM 023135106 179,808,095 819,582 SH SOLE 819,582 0 0
APPLIED MATLS INC COM 038222105 41,333,878 254,159 SH SOLE 254,159 0 0
APPLOVIN CORP COM CL A 03831W108 12,791,285 39,500 SH Call SOLE 0 0 0
APPLOVIN CORP COM CL A 03831W108 1,107,499 3,420 SH SOLE 3,420 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 26,982,027 152,415 SH SOLE 152,415 0 0
ASTERA LABS INC COM 04626A103 1,682,115 12,700 SH SOLE 12,700 0 0
AXON ENTERPRISE INC COM 05464C101 44,037,329 74,097 SH SOLE 74,097 0 0
BOSTON SCIENTIFIC CORP COM 101137107 82,015,857 918,225 SH SOLE 918,225 0 0
BROADCOM INC COM 11135F101 105,078,002 453,235 SH SOLE 453,235 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 2,280,774 71,745 SH SOLE 71,745 0 0
BWX TECHNOLOGIES INC COM 05605H100 545,254 4,895 SH SOLE 4,895 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 84,916,005 282,620 SH SOLE 282,620 0 0
CAMECO CORP COM 13321L108 4,330,635 84,270 SH SOLE 84,270 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 79,425,653 1,317,175 SH SOLE 1,317,175 0 0
CLEAN HARBORS INC COM 184496107 72,060,516 313,116 SH SOLE 313,116 0 0
COMFORT SYS USA INC COM 199908104 73,517,162 173,365 SH SOLE 173,365 0 0
CONSTELLATION ENERGY CORP COM 21037T109 182,337,296 815,061 SH SOLE 815,061 0 0
CRH PLC ORD G25508105 115,433,966 1,247,665 SH SOLE 1,247,665 0 0
CURTISS WRIGHT CORP COM 231561101 75,842,107 213,718 SH SOLE 213,718 0 0
DATADOG INC CL A COM 23804L103 58,356,990 408,405 SH SOLE 408,405 0 0
EATON CORP PLC SHS G29183103 7,199,920 21,695 SH SOLE 21,695 0 0
ELI LILLY & CO COM 532457108 64,358,552 83,366 SH SOLE 83,366 0 0
GARTNER INC COM 366651107 3,640,792 7,515 SH SOLE 7,515 0 0
GE VERNOVA INC COM 36828A101 111,051,702 337,615 SH SOLE 337,615 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 11,457,024 257,230 SH SOLE 257,230 0 0
GODADDY INC CL A 380237107 1,470,407 7,450 SH SOLE 7,450 0 0
HEICO CORP NEW COM 422806109 530,160 2,230 SH SOLE 2,230 0 0
HOWMET AEROSPACE INC COM 443201108 30,758,125 281,230 SH SOLE 281,230 0 0
HUT 8 CORP COM 44812J104 838,143 40,905 SH SOLE 40,905 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 1,625,364 9,200 SH SOLE 9,200 0 0
JOHNSON CTLS INTL PLC SHS G51502105 85,604,321 1,084,560 SH SOLE 1,084,560 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 72,861,152 786,328 SH SOLE 786,328 0 0
LINDE PLC SHS G54950103 12,801,254 30,576 SH SOLE 30,576 0 0
LULULEMON ATHLETICA INC COM 550021109 37,935,072 99,200 SH Call SOLE 0 0 0
MAPLEBEAR INC COM 565394103 538,046 12,990 SH SOLE 12,990 0 0
MASTERCARD INCORPORATED CL A 57636Q104 129,633,109 246,184 SH SOLE 246,184 0 0
MERCADOLIBRE INC COM 58733R102 3,468,898 2,040 SH SOLE 2,040 0 0
META PLATFORMS INC CL A 30303M102 85,095,096 145,335 SH SOLE 145,335 0 0
MICROSOFT CORP COM 594918104 154,978,385 367,683 SH SOLE 367,683 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101 19,582,652 1,122,215 SH SOLE 1,122,215 0 0
MONOLITHIC PWR SYS INC COM 609839105 434,900 735 SH SOLE 735 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 76,841,115 166,240 SH SOLE 166,240 0 0
NETFLIX INC COM 64110L106 88,481,336 99,270 SH SOLE 99,270 0 0
NEXTERA ENERGY INC COM 65339F101 9,383,146 130,885 SH SOLE 130,885 0 0
NOVA LTD COM M7516K103 603,652 3,065 SH SOLE 3,065 0 0
NVIDIA CORPORATION COM 67066G104 212,479,950 1,582,247 SH SOLE 1,582,247 0 0
ON HLDG AG NAMEN AKT A H5919C104 6,215,847 113,490 SH SOLE 113,490 0 0
ONTO INNOVATION INC COM 683344105 732,515 4,395 SH SOLE 4,395 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 3,591,395 47,930 SH SOLE 47,930 0 0
QUANTA SVCS INC COM 74762E102 17,672,568 55,917 SH SOLE 55,917 0 0
RADNET INC COM 750491102 31,076,006 444,960 SH SOLE 444,960 0 0
REDDIT INC CL A 75734B100 1,100,768 6,735 SH SOLE 6,735 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 762,862 11,890 SH SOLE 11,890 0 0
SERVICENOW INC COM 81762P102 105,903,868 99,898 SH SOLE 99,898 0 0
SHARKNINJA INC COM SHS G8068L108 69,350,404 712,309 SH SOLE 712,309 0 0
TARGA RES CORP COM 87612G101 1,572,585 8,810 SH SOLE 8,810 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 82,144,317 157,900 SH Call SOLE 0 0 0
TKO GROUP HOLDINGS INC CL A 87256C101 42,828,543 301,376 SH SOLE 301,376 0 0
TRADEWEB MKTS INC CL A 892672106 1,414,591 10,805 SH SOLE 10,805 0 0
UBER TECHNOLOGIES INC COM 90353T100 49,852,067 826,460 SH SOLE 826,460 0 0
UL SOLUTIONS INC CLASS A COM SHS 903731107 891,106 17,865 SH SOLE 17,865 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 3,460,561 30,460 SH SOLE 30,460 0 0
VISA INC COM CL A 92826C839 4,440,362 14,050 SH SOLE 14,050 0 0
WIX COM LTD SHS M98068105 51,071,482 238,040 SH SOLE 238,040 0 0
XYLEM INC COM 98419M100 2,972,432 25,620 SH SOLE 25,620 0 0
ZSCALER INC COM 98980G102 794,706 4,405 SH SOLE 4,405 0 0