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
MASTERCARD INC CL A 57636Q104 376,234,143 732,598 SH SOLE 732,598 0 0
CHURCH & DWIGHT CO INC COM 171340102 8,838,182 90,997 SH SOLE 90,997 0 0
COLGATE-PALMOLIVE CO COM 194162103 18,292,939 199,143 SH SOLE 199,143 0 0
SLB LTD COM STK 806857108 39,339,466 846,192 SH SOLE 846,192 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 81,002,704 163,045 SH SOLE 163,045 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPONSORED ADS 874039100 10,007,957 20,956 SH SOLE 20,956 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 254,860,529 2,070,226 SH SOLE 2,070,226 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 36,083,344 214,100 SH SOLE 214,100 0 0
ITAU UNIBANCO HOLDING SA SPON ADR REP PFD 465562106 99,831,795 12,219,314 SH SOLE 12,219,314 0 0
AGNICO EAGLE MINES LTD COM 008474108 17,620,286 113,584 SH SOLE 113,584 0 0
AMAZON.COM INC COM 023135106 200,524,604 841,266 SH SOLE 841,266 0 0
ELECTRONIC ARTS INC COM 285512109 10,033,427 48,934 SH SOLE 48,934 0 0
MICROSOFT CORP COM 594918104 231,901,685 621,773 SH SOLE 621,773 0 0
HOME DEPOT INC/THE COM 437076102 9,287,741 26,374 SH SOLE 26,374 0 0
META PLATFORMS INC CL A 30303M102 58,334,312 103,560 SH SOLE 103,560 0 0
SEA LTD SPONSORD ADS 81141R100 62,348,859 651,818 SH SOLE 651,818 0 0
CHART INDUSTRIES INC COM 16115Q308 17,330,319 82,944 SH SOLE 82,944 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 7,904,196 15,727 SH SOLE 15,727 0 0
VIPSHOP HOLDINGS LTD SPONSORED ADS A 92763W103 65,166,153 4,920,324 SH SOLE 4,920,324 0 0
ZOETIS INC CL A 98978V103 113,229,802 1,575,700 SH SOLE 1,575,700 0 0
ALPHABET INC CAP STK CL A 02079K305 412,479,717 1,154,334 SH SOLE 1,154,334 0 0
VISA INC COM CL A 92826C839 590,458 1,721 SH SOLE 1,721 0 0
MERCADOLIBRE INC COM 58733R102 322,636,135 190,098 SH SOLE 190,098 0 0
AGNC INVESTMENT CORP COM 00123Q104 544,215 49,928 SH SOLE 49,928 0 0
SERVICENOW INC COM 81762P102 36,914,347 371,803 SH SOLE 371,803 0 0
PROCTER & GAMBLE CO/THE COM 742718109 11,298,935 76,813 SH SOLE 76,813 0 0
VNET GROUP INC SPONSORED ADS A 90138A103 38,122,897 4,760,599 SH SOLE 4,760,599 0 0
NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC SPON ADR 647581206 16,920,614 368,392 SH SOLE 368,392 0 0
PFIZER INC COM 717081103 468,958 19,475 SH SOLE 19,475 0 0
NVIDIA CORP COM 67066G104 959,396,656 4,795,726 SH SOLE 4,795,726 0 0
BROADCOM INC COM 11135F101 511,485,340 1,354,155 SH SOLE 1,354,155 0 0
MAKEMYTRIP LTD SHS V5633W109 2,155,687 40,452 SH SOLE 40,452 0 0
TENCENT MUSIC ENTERTAINMENT GROUP SPON ADS 88034P109 24,257,434 2,903,426 SH SOLE 2,903,426 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 519,387 9,014 SH SOLE 9,014 0 0
MCKESSON CORP COM 58155Q103 473,673,923 626,904 SH SOLE 626,904 0 0
TRADEWEB MARKETS INC CL A 892672106 386,361,888 3,876,800 SH SOLE 3,876,800 0 0
ARISTA NETWORKS INC COM SHS 040413205 12,275,587 72,457 SH SOLE 72,457 0 0
ALIGN TECHNOLOGY INC COM 016255101 53,495,676 316,832 SH SOLE 316,832 0 0
BLOCK INC CL A 852234103 97,813,976 1,287,026 SH SOLE 1,287,026 0 0
ESPERION THERAPEUTICS INC COM 29664W105 5,243,701 1,659,399 SH SOLE 1,659,399 0 0
IONIS PHARMACEUTICALS INC COM 462222100 25,452,090 321,000 SH SOLE 321,000 0 0
REGENERON PHARMACEUTICALS INC COM 75886F107 113,826,706 182,507 SH SOLE 182,507 0 0
BIO-TECHNE CORP COM 09073M104 8,798,045 124,530 SH SOLE 124,530 0 0
S&P GLOBAL INC COM 78409V104 374,339,993 919,140 SH SOLE 919,140 0 0
AIRBNB INC COM CL A 009066101 93,955,167 656,570 SH SOLE 656,570 0 0
EHANG HOLDINGS LTD ADS 26853E102 504,252 76,985 SH SOLE 76,985 0 0
APPLIED MATERIALS INC COM 038222105 167,736 232 SH SOLE 232 0 0
SPACE EXPLORATION TECHNOLOGIES CORP CL A COM STK 84615Q103 28,828,012 168,723 SH SOLE 168,723 0 0
OLAPLEX HOLDINGS INC COM 679369108 2,567,928 1,252,648 SH SOLE 1,252,648 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 471,303 5,719 SH SOLE 5,719 0 0
DOXIMITY INC CL A 26622P107 48,861,366 2,355,900 SH SOLE 2,355,900 0 0
PARKER-HANNIFIN CORP COM 701094104 100,971,357 103,265 SH SOLE 103,265 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 7,381,008 276,857 SH SOLE 276,857 0 0
ATLASSIAN CORP CL A 049468101 122,674,830 1,577,000 SH SOLE 1,577,000 0 0
QFIN HOLDINGS INC AMERICAN DEP 88557W101 617,871 39,081 SH SOLE 39,081 0 0
VESTA REAL ESTATE CORP ADS 92540K109 28,450,580 829,302 SH SOLE 829,302 0 0
KENVUE INC COM 49177J102 8,034,456 420,432 SH SOLE 420,432 0 0
CRH PLC ORD G25508105 1,838,581 17,183 SH SOLE 17,183 0 0
KASPI.KZ JSC SPONSORED ADS 48581R205 19,649,187 226,666 SH SOLE 226,666 0 0
BBB FOODS INC CL A COM G0896C103 27,916,587 670,106 SH SOLE 670,106 0 0
CENCORA INC COM 03073E105 494,462,712 1,747,363 SH SOLE 1,747,363 0 0
LANTHEUS HOLDINGS INC COM 516544103 148,670,694 1,340,100 SH SOLE 1,340,100 0 0
BIONTECH SE SPONSORED ADS 09075V102 7,447,947 79,875 SH SOLE 79,875 0 0
AMPHENOL CORP CL A 032095101 170,988,612 969,763 SH SOLE 969,763 0 0
EQUIFAX INC COM 294429105 112,798,160 710,685 SH SOLE 710,685 0 0
SPROUTS FARMERS MARKET INC COM 85208M102 31,734,416 375,200 SH SOLE 375,200 0 0
GLOBE LIFE INC COM 37959E102 19,136,628 107,100 SH SOLE 107,100 0 0
CELESTICA INC COM 15101Q207 70,479,360 193,200 SH SOLE 193,200 0 0
FRANCO-NEVADA CORP COM 351858105 17,451,222 83,723 SH SOLE 83,723 0 0
GITLAB INC CLASS A COM 37637K108 45,050,434 1,475,612 SH SOLE 1,475,612 0 0
INTERNATIONAL MONEY EXPRESS INC COM 46005L101 2,003,493 138,650 SH SOLE 138,650 0 0
TXNM ENERGY INC COM 69349H107 2,668,660 47,000 SH SOLE 47,000 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 7,132,735 137,300 SH SOLE 137,300 0 0
DIGITALBRIDGE GROUP INC CL A 25401T603 5,829,369 369,415 SH SOLE 369,415 0 0
BERKSHIRE HATHAWAY INC CL B 084670702 352,478,219 704,407 SH SOLE 704,407 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 35,363,349 630,700 SH SOLE 630,700 0 0
SILICON LABORATORIES INC COM 826919102 8,816,710 40,340 SH SOLE 40,340 0 0
WEBSTER FINANCIAL CORP COM 947890109 16,982,129 222,221 SH SOLE 222,221 0 0
CLEAR CHANNEL OUTDOOR HOLDINGS INC COM 18453H106 141,500 58,471 SH SOLE 58,471 0 0
SELECT MEDICAL HOLDINGS CORP COM 81619Q105 2,881,259 174,516 SH SOLE 174,516 0 0
TALKSPACE INC COM 87427V103 2,895,209 556,771 SH SOLE 556,771 0 0
LEGGETT & PLATT INC COM 524660107 4,802,493 410,119 SH SOLE 410,119 0 0
AVANOS MEDICAL INC COM 05350V106 2,224,720 89,418 SH SOLE 89,418 0 0
ORGANON & CO COMMON STOCK 68622V106 6,074,125 448,606 SH SOLE 448,606 0 0
GLOBAL BUSINESS TRAVEL GROUP I COM CL A 37890B100 2,971,588 316,463 SH SOLE 316,463 0 0
CATALYST PHARMACEUTICALS INC COM 14888U101 3,004,802 95,603 SH SOLE 95,603 0 0
ANNALY CAPITAL MANAGEMENT INC COM NEW 035710839 527,964 23,612 SH SOLE 23,612 0 0
LIVERAMP HOLDINGS INC COM 53815P108 8,812,503 234,126 SH SOLE 234,126 0 0
DYNEX CAPITAL INC COM 26817Q886 587,931 44,846 SH SOLE 44,846 0 0
CAESARS ENTERTAINMENT INC COM 12769G100 3,033,331 100,508 SH SOLE 100,508 0 0
NUVALENT INC COM 670703107 5,885,640 47,657 SH SOLE 47,657 0 0
PAYONEER GLOBAL INC COM 70451X104 3,035,640 426,354 SH SOLE 426,354 0 0
OPEN LENDING CORP COM 68373J104 2,986,157 960,179 SH SOLE 960,179 0 0
APOGEE THERAPEUTICS INC COM 03770N101 5,903,167 44,475 SH SOLE 44,475 0 0
JPMORGAN CHASE & CO CALL 46625H900 0 539,000 PRN Call SOLE 539,000 0 0
NETFLIX INC COM 64110L106 0 29,900 PRN Call SOLE 29,900 0 0
ANGLOGOLD ASHANTI PLC CALL G0378L900 0 10,300 PRN Call SOLE 10,300 0 0
BITDEER TECHNOLOGIES GROUP CALL G11448900 0 681,600 PRN Call SOLE 681,600 0 0
BOSTON SCIENTIFIC CORP PUT 101137957 0 38,200 PRN Call SOLE 38,200 0 0
MICROSOFT CORP CALL 594918904 0 8,500 PRN Call SOLE 8,500 0 0