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 MICRO DEVICES INC COM 007903107 18,326,549 31,548 SH SOLE 0 0 31,548
AECOM COM 00766T100 384,807 5,513 SH SOLE 0 0 5,513
AEVA TECHNOLOGIES INC COM NEW 00835Q202 7,770,483 270,560 SH SOLE 0 0 270,560
AFLAC INC COM 001055102 1,777,979 15,164 SH SOLE 0 0 15,164
AKAMAI TECHNOLOGIES INC COM 00971T101 9,323,223 78,870 SH SOLE 0 0 78,870
ALPHABET INC CAP STK CL A 02079K305 33,360,132 93,349 SH SOLE 0 0 93,349
AMAZON COM INC COM 023135106 25,712,596 107,882 SH SOLE 0 0 107,882
AMERICAN ELEC PWR CO INC COM 025537101 785,016 5,738 SH SOLE 0 0 5,738
AMERICAN WTR WKS CO INC NEW COM 030420103 2,601,600 19,772 SH SOLE 0 0 19,772
AMETEK INC COM 031100100 1,365,509 5,644 SH SOLE 0 0 5,644
AMPHENOL CORP CL A 032095101 296,394 1,681 SH SOLE 0 0 1,681
AON PLC SHS CL A G0403H108 1,619,974 4,884 SH SOLE 0 0 4,884
APPFOLIO INC COM CL A 03783C100 292,639 1,825 SH SOLE 0 0 1,825
APPLE INC COM 037833100 496,542 1,716 SH SOLE 0 0 1,716
ARCH CAP GROUP LTD ORD G0450A105 2,173,076 22,389 SH SOLE 0 0 22,389
ARGAN INC COM 04010E109 7,868,113 9,853 SH SOLE 0 0 9,853
ATLASSIAN CORPORATION CL A 049468101 8,462,230 108,783 SH SOLE 0 0 108,783
ATMOS ENERGY CORP COM 049560105 2,324,956 13,496 SH SOLE 0 0 13,496
AVERY DENNISON CORP COM 053611109 263,332 1,622 SH SOLE 0 0 1,622
AVNET INC COM 053807103 255,446 2,876 SH SOLE 0 0 2,876
BANK AMERICA CORP COM 060505104 14,051,097 246,597 SH SOLE 0 0 246,597
BILL HOLDINGS INC COM 090043100 287,291 7,945 SH SOLE 0 0 7,945
BLOOM ENERGY CORP COM CL A 093712107 6,714,491 22,182 SH SOLE 0 0 22,182
BOEING CO COM 097023105 1,887,618 8,720 SH SOLE 0 0 8,720
BRINKS CO COM 109696104 227,059 2,403 SH SOLE 0 0 2,403
BROWN & BROWN INC COM 115236101 1,849,124 28,825 SH SOLE 0 0 28,825
CAESARS ENTERTAINMENT INC NE COM 12769G100 954,382 31,623 SH SOLE 0 0 31,623
CAPITAL ONE FINL CORP COM 14040H105 30,541,185 152,234 SH SOLE 0 0 152,234
CARNIVAL CORP COMMON STOCK 143658300 5,911,076 206,898 SH SOLE 0 0 206,898
CASELLA WASTE SYS INC CL A 147448104 294,983 3,042 SH SOLE 0 0 3,042
CBRE GROUP INC CL A 12504L109 10,168,017 75,492 SH SOLE 0 0 75,492
CDW CORP COM 12514G108 2,775,108 19,732 SH SOLE 0 0 19,732
CEREBRAS SYSTEMS INC COM CL A 15675D103 10,554,518 47,758 SH SOLE 0 0 47,758
CHECK POINT SOFTWARE TECH LT ORD M22465104 6,018,048 45,789 SH SOLE 0 0 45,789
CHENIERE ENERGY INC COM 16411R208 1,762,221 7,373 SH SOLE 0 0 7,373
CHIME FINL INC COM SHS CL A 16935C109 2,314,281 113,002 SH SOLE 0 0 113,002
CHURCH & DWIGHT CO INC COM 171340102 2,450,192 25,291 SH SOLE 0 0 25,291
CINTAS CORP COM 172908105 248,317 1,460 SH SOLE 0 0 1,460
CIPHER DIGITAL INC COM 17253J106 4,653,726 189,948 SH SOLE 0 0 189,948
CITIGROUP INC COM NEW 172967424 30,190,912 215,711 SH SOLE 0 0 215,711
CLOUDFLARE INC CL A COM 18915M107 13,687,360 55,803 SH SOLE 0 0 55,803
CME GROUP INC COM 12572Q105 1,668,371 7,555 SH SOLE 0 0 7,555
COCA COLA CO COM 191216100 2,453,379 30,188 SH SOLE 0 0 30,188
COGNEX CORP COM 192422103 274,979 3,797 SH SOLE 0 0 3,797
COPART INC COM 217204106 2,387,355 84,688 SH SOLE 0 0 84,688
COREWEAVE INC COM CL A 21873S108 227,150 2,282 SH SOLE 0 0 2,282
COSTAR GROUP INC COM 22160N109 1,928,422 68,094 SH SOLE 0 0 68,094
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 7,205,859 26,497 SH SOLE 0 0 26,497
DECKERS OUTDOOR CORP COM 243537107 4,857,664 48,924 SH SOLE 0 0 48,924
DRAFTKINGS INC NEW COM CL A 26142V105 1,797,729 71,169 SH SOLE 0 0 71,169
EQUITY LIFESTYLE PROPERTIES COM 29472R108 2,493,442 38,688 SH SOLE 0 0 38,688
EXLSERVICE HLDGS INC COM 302081104 222,706 8,612 SH SOLE 0 0 8,612
F5 INC COM 315616102 271,206 652 SH SOLE 0 0 652
FAIR ISAAC CORP COM 303250104 280,773 235 SH SOLE 0 0 235
FEDEX FGHT HLDG CO INC COMMON STOCK 314352105 6,529,995 43,245 SH SOLE 0 0 43,245
FERMI INC COM 314911108 8,324,617 908,801 SH SOLE 0 0 908,801
FIGMA INC CLASS A CL A COM STK 316841105 6,796,938 375,729 SH SOLE 0 0 375,729
FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,482,382 1,193 SH SOLE 0 0 1,193
FLUTTER ENTMT PLC SHS G3643J108 735,317 7,197 SH SOLE 0 0 7,197
FORD MTR CO COM 345370860 4,362,209 313,828 SH SOLE 0 0 313,828
GENERAL MLS INC COM 370334104 1,652,339 47,481 SH SOLE 0 0 47,481
GITLAB INC CLASS A COM 37637K108 10,804,811 353,908 SH SOLE 0 0 353,908
GLOBAL PMTS INC COM 37940X102 15,016,655 206,955 SH SOLE 0 0 206,955
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 8,578,963 104,101 SH SOLE 0 0 104,101
GODADDY INC CL A 380237107 2,268,503 26,726 SH SOLE 0 0 26,726
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 95,087 25,222 SH SOLE 0 0 25,222
HILTON WORLDWIDE HLDGS INC COM 43300A203 15,848,862 47,960 SH SOLE 0 0 47,960
HUBBELL INC COM 443510607 2,570,482 4,913 SH SOLE 0 0 4,913
HUNTINGTON BANCSHARES INC COM 446150104 8,566,994 483,192 SH SOLE 0 0 483,192
HUT 8 CORP COM 44812J104 8,943,870 77,473 SH SOLE 0 0 77,473
IMPINJ INC COM 453204109 237,189 1,656 SH SOLE 0 0 1,656
INSULET CORP COM 45784P101 2,652,043 17,419 SH SOLE 0 0 17,419
INTERCONTINENTAL EXCHANGE IN COM 45866F104 13,245,159 107,588 SH SOLE 0 0 107,588
INTUITIVE SURGICAL INC COM NEW 46120E602 2,119,237 5,329 SH SOLE 0 0 5,329
INVESCO LTD SHS G491BT108 8,997,090 340,928 SH SOLE 0 0 340,928
JACK HENRY & ASSOCIATES INC COM 426281101 2,460,450 17,863 SH SOLE 0 0 17,863
JACOBS SOLUTIONS INC COM 46982L108 262,836 2,086 SH SOLE 0 0 2,086
JFROG LTD ORD SHS M6191J100 336,347 3,701 SH SOLE 0 0 3,701
JONES LANG LASALLE INC COM 48020Q107 12,863,545 41,502 SH SOLE 0 0 41,502
KBR INC COM 48242W106 246,993 7,153 SH SOLE 0 0 7,153
KKR & CO INC COM 48251W104 7,362,133 80,215 SH SOLE 0 0 80,215
KLARNA GROUP PLC SHS G5279N105 15,499,367 765,779 SH SOLE 0 0 765,779
KLAVIYO INC COM SER A 49845K101 10,428,936 690,658 SH SOLE 0 0 690,658
LEIDOS HOLDINGS INC COM 525327102 201,409 1,956 SH SOLE 0 0 1,956
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 2,632,524 27,670 SH SOLE 0 0 27,670
LYONDELLBASELL INDUSTRIES NV SHS - A - N53745100 1,466,460 27,853 SH SOLE 0 0 27,853
MAPLEBEAR INC COM 565394103 14,917,428 315,046 SH SOLE 0 0 315,046
MARRIOTT INTL INC NEW CL A 571903202 4,595,687 12,401 SH SOLE 0 0 12,401
MARTIN MARIETTA MATLS INC COM 573284106 2,439,441 4,230 SH SOLE 0 0 4,230
MASTERCARD INCORPORATED CL A 57636Q104 2,604,466 5,071 SH SOLE 0 0 5,071
MAXIMUS INC COM 577933104 217,029 4,037 SH SOLE 0 0 4,037
MCDONALDS CORP COM 580135101 743,623 2,751 SH SOLE 0 0 2,751
MERCADOLIBRE INC COM 58733R102 782,497 461 SH SOLE 0 0 461
MIAMI INTL HLDGS INC COM 59356Q108 4,075,151 109,665 SH SOLE 0 0 109,665
MIRION TECHNOLOGIES INC COM CL A 60471A101 245,211 13,676 SH SOLE 0 0 13,676
MKS INC. COM 55306N104 36,604,371 82,294 SH SOLE 0 0 82,294
MONGODB INC CL A 60937P106 294,584 877 SH SOLE 0 0 877
MORGAN STANLEY COM NEW 617446448 19,967,710 95,521 SH SOLE 0 0 95,521
MOTOROLA SOLUTIONS INC COM NEW 620076307 2,342,651 5,641 SH SOLE 0 0 5,641
NETSKOPE INC CL A 64119N608 265,043 24,227 SH SOLE 0 0 24,227
NIKE INC CL B 654106103 738,654 17,994 SH SOLE 0 0 17,994
NVR INC COM 62944T105 1,355,867 199 SH SOLE 0 0 199
OCCIDENTAL PETE CORP COM 674599105 2,067,868 42,575 SH SOLE 0 0 42,575
OKTA INC CL A 679295105 1,337,756 9,804 SH SOLE 0 0 9,804
ON SEMICONDUCTOR CORP COM 682189105 9,513,466 100,629 SH SOLE 0 0 100,629
OSI SYSTEMS INC COM 671044105 252,161 1,153 SH SOLE 0 0 1,153
PALANTIR TECHNOLOGIES INC CL A 69608A108 219,223 1,879 SH SOLE 0 0 1,879
PALO ALTO NETWORKS INC COM 697435105 13,657,851 40,050 SH SOLE 0 0 40,050
PAYLOCITY HLDG CORP COM 70438V106 227,353 2,175 SH SOLE 0 0 2,175
PEPSICO INC COM 713448108 25,233,686 186,364 SH SOLE 0 0 186,364
PLANET FITNESS MASTER ISSUER CL A 72703H101 386,945 7,417 SH SOLE 0 0 7,417
PNC FINL SVCS GROUP INC COM 693475105 16,157,203 65,621 SH SOLE 0 0 65,621
PTC INC COM 69370C100 2,114,623 18,613 SH SOLE 0 0 18,613
PUBLIC SVC ENTERPRISE GROUP COM 744573106 1,215,939 14,982 SH SOLE 0 0 14,982
QUALCOMM INC COM 747525103 2,491,893 13,485 SH SOLE 0 0 13,485
ROPER TECHNOLOGIES INC COM 776696106 2,283,456 6,748 SH SOLE 0 0 6,748
ROSS STORES INC COM 778296103 27,033,227 127,006 SH SOLE 0 0 127,006
RUBRIK INC. CL A 781154109 2,857,647 35,596 SH SOLE 0 0 35,596
SAMSARA INC CL A 79589L106 272,607 8,406 SH SOLE 0 0 8,406
SANDISK CORP COM 80004C200 14,078,936 6,192 SH SOLE 0 0 6,192
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 29,948,775 31,035 SH SOLE 0 0 31,035
SERVICENOW INC COM 81762P102 17,406,167 175,324 SH SOLE 0 0 175,324
SHERWIN WILLIAMS CO COM 824348106 464,488 1,349 SH SOLE 0 0 1,349
SNOWFLAKE INC COM SHS 833445109 7,279,464 28,603 SH SOLE 0 0 28,603
SOUTHERN CO COM 842587107 2,506,166 26,185 SH SOLE 0 0 26,185
STEPSTONE GROUP INC COM CL A 85914M107 7,201,603 174,120 SH SOLE 0 0 174,120
STRYKER CORPORATION COM 863667101 537,117 1,706 SH SOLE 0 0 1,706
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 4,310,405 17,243 SH SOLE 0 0 17,243
TE CONNECTIVITY PLC ORD SHS G87052109 236,085 1,171 SH SOLE 0 0 1,171
TELEDYNE TECHNOLOGIES INC COM 879360105 2,398,172 3,596 SH SOLE 0 0 3,596
TENABLE HLDGS INC COM 88025T102 11,820,040 320,500 SH SOLE 0 0 320,500
TESLA INC COM 88160R101 1,411,954 3,357 SH SOLE 0 0 3,357
T-MOBILE US INC COM 872590104 599,970 3,577 SH SOLE 0 0 3,577
TOAST INC CL A 888787108 17,762,430 638,477 SH SOLE 0 0 638,477
TRIMBLE INC COM 896239100 266,853 5,214 SH SOLE 0 0 5,214
TWILIO INC CL A 90138F102 4,033,545 19,549 SH SOLE 0 0 19,549
TYLER TECHNOLOGIES INC COM 902252105 2,384,719 8,154 SH SOLE 0 0 8,154
UBIQUITI INC COM 90353W103 228,565 428 SH SOLE 0 0 428
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 3,644,099 133,925 SH SOLE 0 0 133,925
VALMONT INDS INC COM 920253101 14,368,378 24,876 SH SOLE 0 0 24,876
VISA INC COM CL A 92826C839 22,530,034 65,668 SH SOLE 0 0 65,668
VULCAN MATLS CO COM 929160109 2,501,685 8,480 SH SOLE 0 0 8,480
WALMART INC COM 931142103 49,648,201 438,356 SH SOLE 0 0 438,356
WEBULL CORP ORD SHS G9572D103 11,952,327 1,833,179 SH SOLE 0 0 1,833,179
WEC ENERGY GROUP INC COM 92939U106 2,358,637 20,199 SH SOLE 0 0 20,199
YUM BRANDS INC COM 988498101 2,513,799 15,725 SH SOLE 0 0 15,725
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 657,360 2,497 SH SOLE 0 0 2,497
ZOOM COMMUNICATIONS INC CL A 98980L101 460,550 5,336 SH SOLE 0 0 5,336
ZSCALER INC COM 98980G102 3,036,983 21,516 SH SOLE 0 0 21,516