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
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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
AMAZON COM INC COM 023135106 14,540,472 61,050 SH SOLE 61,050 0 0
AMPHENOL CORP CL A 032095101 32,791,947 186,110 SH SOLE 186,110 0 0
ANALOG DEVICES INC COM 032654105 27,844,356 70,156 SH SOLE 70,156 0 0
ARISTA NETWORKS INC COM SHS 040413205 71,142,802 419,076 SH SOLE 419,076 0 0
BRADY CORP CL A 104674106 299,132 3,269 SH SOLE 3,269 0 0
BROADCOM INC COM 11135F101 82,014,410 217,265 SH SOLE 217,265 0 0
CBOE GLOBAL MKTS INC COM 12503M108 25,925,206 106,908 SH SOLE 106,908 0 0
CHART INDS INC COM 16115Q308 3,731,979 17,874 SH SOLE 17,874 0 0
ELI LILLY & CO COM 532457108 31,464,199 26,251 SH SOLE 26,251 0 0
FIVE BELOW INC COM 33829M101 25,305,158 140,847 SH SOLE 140,847 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 15,489,876 242,161 SH SOLE 242,161 0 0
GLOBUS MED INC CL A 379577208 18,807,009 238,200 SH SOLE 238,200 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 6,844,218 135,089 SH SOLE 135,089 0 0
HERSHEY CO COM 427866108 22,283,385 127,096 SH SOLE 127,096 0 0
JOHNSON CONTROLS INTERNATION SHS G51502105 4,850,815 33,223 SH SOLE 33,223 0 0
LAUDER ESTEE COS INC CL A 518439104 28,060,729 355,673 SH SOLE 355,673 0 0
MICRON TECHNOLOGY INC COM 595112103 6,119,222 5,305 SH SOLE 5,305 0 0
NVIDIA CORPORATION COM 67066G104 30,984,045 154,959 SH SOLE 154,959 0 0
ROSS STORES INC COM 778296103 3,976,232 18,694 SH SOLE 18,694 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 73,179,806 153,341 SH SOLE 153,341 0 0
TEXTRON INC COM 883203101 5,790,436 63,169 SH SOLE 63,169 0 0
V F CORP COM 918204108 13,670,643 820,157 SH SOLE 820,157 0 0
WABTEC COM 929740108 5,515,657 20,473 SH SOLE 20,473 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 2,757,378 103,500 SH SOLE 103,500 0 0
WASTE CONNECTIONS INC COM 94106B101 5,713,965 34,303 SH SOLE 34,303 0 0
WOODWARD INC COM 980745103 36,829,646 86,629 SH SOLE 86,629 0 0
META PLATFORMS INC CALL 30303M902 65,234 4,080 SH Call SOLE 0 0 4,080
NIKE INC CALL 654106903 87,544 17,100 SH Call SOLE 0 0 17,100
SCHWAB CHARLES CORP CALL 808513905 5,181,370 17,000 SH Call SOLE 0 0 17,000
WARNER BROS DISCOVERY INC PUT 934423954 2,051,214 20,890 SH Put SOLE 0 0 20,890