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 4,192,391 6,853 SH SOLE 6,853 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 3,728,961 21,641 SH SOLE 21,641 0 0
AGNICO EAGLE MINES LTD COM 008474108 1,645,950 6,316 SH SOLE 6,316 0 0
AIRBNB INC COM CL A 009066101 325,156 2,024 SH SOLE 2,024 0 0
ALPHABET INC CAP STK CL A 02079K305 84,733,829 246,262 SH SOLE 246,262 0 0
AMAZON COM INC COM 023135106 53,738,914 215,689 SH SOLE 215,689 0 0
AMBEV SA SPONSORED ADR 02319V103 23,610,218 8,085,691 SH SOLE 8,085,691 0 0
AMERICAN EXPRESS CO COM 025816109 6,673,170 21,944 SH SOLE 21,944 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,238,898 9,569 SH SOLE 9,569 0 0
AMPHENOL CORP CL A 032095101 29,996,385 355,829 SH SOLE 355,829 0 0
APPLE INC COM 037833100 21,894,067 65,744 SH SOLE 65,744 0 0
APPLIED MATLS INC COM 038222105 3,138,850 6,138 SH SOLE 6,138 0 0
APPLOVIN CORP COM CL A 03831W108 408,925 1,408 SH SOLE 1,408 0 0
ARISTA NETWORKS INC COM SHS 040413205 984,358 4,835 SH SOLE 4,835 0 0
ASTERA LABS INC COM 04626A103 500,138 1,405 SH SOLE 1,405 0 0
AUTODESK INC COM 052769106 2,145,803 10,267 SH SOLE 10,267 0 0
AUTOZONE INC COM 053332102 21,808,134 7,706 SH SOLE 7,706 0 0
AXALTA COATING SYS LTD COM G0750C108 1,958,705 60,905 SH SOLE 60,905 0 0
AXON ENTERPRISE INC COM 05464C101 284,356 673 SH SOLE 673 0 0
BANK OF NY MELLON CORP COM 064058100 9,054,850 62,607 SH SOLE 62,607 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,931,464 13,920 SH SOLE 13,920 0 0
BLOOM ENERGY CORP COM CL A 093712107 520,168 1,878 SH SOLE 1,878 0 0
BOEING CO COM 097023105 625,128 3,360 SH SOLE 3,360 0 0
BOOKING HOLDINGS INC COM 09857L108 682,919 4,192 SH SOLE 4,192 0 0
BOSTON SCIENTIFIC CORP COM 101137107 833,759 19,101 SH SOLE 19,101 0 0
BROADCOM INC COM 11135F101 40,395,630 115,025 SH SOLE 115,025 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 1,059,780 20,248 SH SOLE 20,248 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 1,930,592 5,847 SH SOLE 5,847 0 0
CAMECO CORP COM 13321L108 19,694,371 227,234 SH SOLE 227,234 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 1,544,573 12,744 SH SOLE 12,744 0 0
CARLISLE COS INC COM 142339100 22,589,272 70,116 SH SOLE 70,116 0 0
CARVANA CO CL A 146869102 333,713 5,336 SH SOLE 5,336 0 0
CELESTICA INC COM 15101Q207 756,961 1,472 SH SOLE 1,472 0 0
CHARLES SCHWAB CORP (THE) COM 808513105 8,891,897 90,975 SH SOLE 90,975 0 0
CHENIERE ENERGY INC COM NEW 16411R208 750,594 2,790 SH SOLE 2,790 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 325,283 10,181 SH SOLE 10,181 0 0
CIENA CORP COM NEW 171779309 579,799 1,648 SH SOLE 1,648 0 0
CINTAS CORP COM 172908105 3,669,859 18,814 SH SOLE 18,814 0 0
CITIGROUP INC COM NEW 172967424 6,677,025 51,568 SH SOLE 51,568 0 0
CLOUDFLARE INC CL A COM 18915M107 584,820 1,684 SH SOLE 1,684 0 0
COHERENT CORP COM 19247G107 413,007 1,435 SH SOLE 1,435 0 0
COMFORT SYS USA INC COM 199908104 425,101 257 SH SOLE 257 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 2,337,154 440,142 SH SOLE 440,142 0 0
CONSTELLATION ENERGY CORP COM 21037T109 516,169 2,032 SH SOLE 2,032 0 0
CORNING INC COM 219350105 640,718 4,167 SH SOLE 4,167 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 1,716,901 1,886 SH SOLE 1,886 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 339,714 1,744 SH SOLE 1,744 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,138,425 4,300 SH SOLE 4,300 0 0
CUMMINS INC COM 231021106 20,553,804 39,789 SH SOLE 39,789 0 0
DATADOG INC CL A COM 23804L103 462,533 1,689 SH SOLE 1,689 0 0
DEERE & CO COM 244199105 2,226,860 3,316 SH SOLE 3,316 0 0
DELL TECHNOLOGIES INC CL C 24703L202 622,946 1,158 SH SOLE 1,158 0 0
DOORDASH INC CL A 25809K105 324,333 1,767 SH SOLE 1,767 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 8,279,144 21,293 SH SOLE 21,293 0 0
ELI LILLY & CO COM 532457108 4,209,457 3,638 SH SOLE 3,638 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 1,959,501 8,802 SH SOLE 8,802 0 0
FORTINET INC COM 34959E109 865,377 4,841 SH SOLE 4,841 0 0
GE AEROSPACE COM NEW 369604301 1,569,257 5,025 SH SOLE 5,025 0 0
GE VERNOVA INC COM 36828A101 2,429,452 2,556 SH SOLE 2,556 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 22,320,825 24,791 SH SOLE 24,791 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 1,097,497 49,127 SH SOLE 49,127 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 800,390 2,516 SH SOLE 2,516 0 0
HOWMET AEROSPACE INC COM 443201108 419,112 1,853 SH SOLE 1,853 0 0
HUBBELL INC COM 443510607 3,745,829 8,258 SH SOLE 8,258 0 0
ICICI BK LTD ADR 45104G104 50,040,690 1,816,359 SH SOLE 1,816,359 0 0
IDEXX LABS INC COM 45168D104 697,646 1,336 SH SOLE 1,336 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 1,934,339 4,757 SH SOLE 4,757 0 0
IQVIA HLDGS INC COM 46266C105 5,355,492 19,920 SH SOLE 19,920 0 0
ITRON INC COM 465741106 2,151,420 24,918 SH SOLE 24,918 0 0
KINROSS GOLD CORP COM 496902404 951,173 27,731 SH SOLE 27,731 0 0
KLA CORP COM NEW 482480100 3,929,594 20,159 SH SOLE 20,159 0 0
LAM RESEARCH CORP COM NEW 512807306 1,867,908 5,686 SH SOLE 5,686 0 0
LUMENTUM HLDGS INC COM 55024U109 442,895 456 SH SOLE 456 0 0
MARRIOTT INTL INC NEW CL A 571903202 850,763 2,392 SH SOLE 2,392 0 0
MARSH & MCLENNAN COS INC COM 571748102 7,022,808 41,134 SH SOLE 41,134 0 0
MARVELL TECHNOLOGY INC COM 573874104 3,561,551 13,480 SH SOLE 13,480 0 0
MASTERCARD INCORPORATED CL A 57636Q104 54,690,934 99,173 SH SOLE 99,173 0 0
MCKESSON CORP COM 58155Q103 753,914 883 SH SOLE 883 0 0
MERCADOLIBRE INC COM 58733R102 1,655,932 958 SH SOLE 958 0 0
META PLATFORMS INC CL A 30303M102 8,920,439 12,301 SH SOLE 12,301 0 0
MICROSOFT CORP COM 594918104 74,997,777 146,223 SH SOLE 146,223 0 0
NATERA INC COM 632307104 481,919 1,166 SH SOLE 1,166 0 0
NETFLIX INC. COM 64110L106 1,285,769 18,479 SH SOLE 18,479 0 0
NEXTERA ENERGY INC COM 65339F101 2,237,663 29,544 SH SOLE 29,544 0 0
NEXTPOWER INC COM 65290E101 782,651 10,043 SH SOLE 10,043 0 0
NVIDIA CORPORATION COM 67066G104 116,139,452 508,536 SH SOLE 508,536 0 0
ORACLE CORP COM 68389X105 933,503 6,799 SH SOLE 6,799 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 481,883 5,642 SH SOLE 5,642 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 1,869,752 9,996 SH SOLE 9,996 0 0
PALO ALTO NETWORKS INC COM 697435105 1,317,877 3,317 SH SOLE 3,317 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 682,365 8,755 SH SOLE 8,755 0 0
PINNACLE FINL PARTNERS INC COM 72348N109 1,346,486 14,384 SH SOLE 14,384 0 0
POOL CORP COM 73278L105 18,605,823 114,943 SH SOLE 114,943 0 0
PROGRESSIVE CORP COM 743315103 5,007,158 24,153 SH SOLE 24,153 0 0
QUANTA SVCS INC COM 74762E102 732,461 1,140 SH SOLE 1,140 0 0
REGAL REXNORD CORPORATION COM 758750103 22,868,953 147,437 SH SOLE 147,437 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 2,870,435 9,020 SH SOLE 9,020 0 0
ROBINHOOD MKTS INC COM CL A 770700102 410,850 3,652 SH SOLE 3,652 0 0
ROCKET LAB CORP COM 773121108 424,839 6,097 SH SOLE 6,097 0 0
ROSS STORES INC COM 778296103 395,380 1,694 SH SOLE 1,694 0 0
S&P GLOBAL INC COM 78409V104 46,708,009 118,407 SH SOLE 118,407 0 0
SCHEIN HENRY INC COM 806407102 2,639,933 31,439 SH SOLE 31,439 0 0
SERVICENOW INC COM 81762P102 1,943,949 14,506 SH SOLE 14,506 0 0
SHERWIN WILLIAMS CO COM 824348106 592,877 1,834 SH SOLE 1,834 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 1,482,346 7,028 SH SOLE 7,028 0 0
SK HYNIX INC AMERICAN DEPOSIT 78392B206 41,862,819 227,330 SH SOLE 227,330 0 0
SNOWFLAKE INC COM SHS 833445109 581,327 1,712 SH SOLE 1,712 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 447,602 2,967 SH SOLE 2,967 0 0
SUNBELT RENTALS HOLDINGS INC SHS 866966104 2,262,999 40,541 SH SOLE 40,541 0 0
SYNOPSYS INC COM 871607107 3,230,734 7,428 SH SOLE 7,428 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 68,874,654 150,978 SH SOLE 150,978 0 0
TERADYNE INC COM 880770102 459,042 1,145 SH SOLE 1,145 0 0
TESLA INC COM 88160R101 4,405,676 12,417 SH SOLE 12,417 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 58,073,201 86,028 SH SOLE 86,028 0 0
TJX COS INC NEW COM 872540109 376,819 2,848 SH SOLE 2,848 0 0
TURKCELL ILETISIM SPON ADR NEW 900111204 441,952 89,464 SH SOLE 89,464 0 0
UBER TECHNOLOGIES INC COM 90353T100 23,822,845 347,728 SH SOLE 347,728 0 0
UNITED RENTALS INC COM 911363109 655,511 655 SH SOLE 655 0 0
VEEVA SYS INC CL A COM 922475108 457,576 1,603 SH SOLE 1,603 0 0
VERALTO CORP COM SHS 92338C103 4,307,783 45,672 SH SOLE 45,672 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 696,383 1,332 SH SOLE 1,332 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 727,067 3,013 SH SOLE 3,013 0 0
VISA INC COM CL A 92826C839 55,638,298 154,839 SH SOLE 154,839 0 0
WABTEC COM 929740108 2,263,266 7,881 SH SOLE 7,881 0 0
WALMART INC COM 931142103 1,336,307 12,859 SH SOLE 12,859 0 0
WASTE CONNECTIONS INC COM 94106B101 5,797,312 37,662 SH SOLE 37,662 0 0
WELLTOWER INC COM 95040Q104 697,857 3,031 SH SOLE 3,031 0 0
WESTERN DIGITAL CORP COM 958102105 697,596 1,535 SH SOLE 1,535 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 1,428,226 7,515 SH SOLE 7,515 0 0
XYLEM INC COM 98419M100 3,347,581 33,056 SH SOLE 33,056 0 0