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
10X GENOMICS INC CL A COM 88025U109 33,271,222 867,794 SH SOLE 867,794 0 0
ALPHABET INC CAP STK CL A 02079K305 321,566,172 899,813 SH SOLE 899,813 0 0
AMAZON COM INC COM 023135106 342,802,515 1,438,292 SH SOLE 1,438,292 0 0
AMER SPORTS INC COM SHS G0260P102 69,032,246 2,039,960 SH SOLE 2,039,960 0 0
ARISTA NETWORKS INC COM SHS 040413205 185,335,682 1,090,980 SH SOLE 1,090,980 0 0
AUTOZONE INC COM 053332102 98,486,087 30,816 SH SOLE 30,816 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 40,291,915 936,368 SH SOLE 936,368 0 0
CORTEVA INC COM 22052L104 101,776,462 1,201,753 SH SOLE 1,201,753 0 0
DANAHER CORP DEL COM 235851102 260,066,154 1,365,320 SH SOLE 1,365,320 0 0
GE VERNOVA INC COM 36828A101 38,205,272 32,519 SH SOLE 32,519 0 0
GILDAN ACTIVEWEAR INC COM 375916103 193,501,703 3,750,033 SH SOLE 3,750,033 0 0
GLAUKOS CORP COM 377322102 38,573,061 275,995 SH SOLE 275,995 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 11,282,740 144,892 SH SOLE 144,892 0 0
LINDE PLC SHS G54950103 26,090,227 50,276 SH SOLE 50,276 0 0
MASTEC INC COM 576323109 127,697,551 306,921 SH SOLE 306,921 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 73,672,724 57,669 SH SOLE 57,669 0 0
PROLOGIS INC. COM 74340W103 127,257,944 939,381 SH SOLE 939,381 0 0
QNITY ELECTRONICS INC COMMON STOCK 74743L100 44,007,962 269,475 SH SOLE 269,475 0 0
REGAL REXNORD CORPORATION COM 758750103 11,410,492 47,905 SH SOLE 47,905 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 35,126,554 284,910 SH SOLE 284,910 0 0
VENTURE GLOBAL INC COM CL A 92333F101 15,037,498 1,351,078 SH SOLE 1,351,078 0 0
VISA INC COM CL A 92826C839 246,238,095 717,707 SH SOLE 717,707 0 0
WALMART INC COM 931142103 50,858,723 449,044 SH SOLE 449,044 0 0
WAYFAIR INC CL A 94419L101 127,466,034 1,379,204 SH SOLE 1,379,204 0 0