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
APPLE INC COM 037833100 49,024,207 147,211 SH SOLE 0 147,211 0
ANALOG DEVICES INC COM 032654105 18,733,043 47,221 SH SOLE 0 47,221 0
GALLAGHER ARTHUR J & CO COM 363576109 91,199,062 399,803 SH SOLE 225,284 174,519 0
AMAZON COM INC COM 023135106 12,566,628 50,438 SH SOLE 0 50,438 0
AMPHENOL CORP CL A 032095101 168,732,604 2,001,573 SH SOLE 942,005 1,059,568 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 77,191,783 266,491 SH SOLE 100,880 165,611 0
AXOGEN INC COM 05463X106 19,393,198 462,624 SH SOLE 260,441 202,183 0
AXON ENTERPRISE INC COM 05464C101 48,626,982 115,088 SH SOLE 55,530 59,558 0
BLOOM ENERGY CORP COM CL A 093712107 11,495,224 41,502 SH SOLE 23,378 18,124 0
CADENCE DESIGN SYSTEM INC COM 127387108 175,800,730 532,431 SH SOLE 242,101 290,330 0
COINBASE GLOBAL INC COM CL A 19260Q107 19,602,130 105,156 SH SOLE 51,802 53,354 0
CROWDSTRIKE HLDGS INC CL A 22788C105 49,509,574 187,005 SH SOLE 75,159 111,846 0
DOORDASH INC CL A 25809K105 66,187,212 360,595 SH SOLE 176,578 184,017 0
DATADOG INC CL A COM 23804L103 24,377,853 89,019 SH SOLE 40,819 48,200 0
DANAHER CORP DEL COM 235851102 60,257,612 271,982 SH SOLE 159,655 112,327 0
DESCARTES SYS GROUP INC COM 249906108 40,218,713 497,387 SH SOLE 247,156 250,231 0
FIGMA INC CLASS A COM STK 316841105 21,586,909 1,026,970 SH SOLE 473,241 553,729 0
JFROG LTD ORD SHS M6191J100 40,938,847 421,876 SH SOLE 164,265 257,611 0
GLOBAL E ONLINE LTD SHS M5216V106 54,905,509 1,381,966 SH SOLE 661,334 720,632 0
ALPHABET INC CAP STK CL C 02079K107 187,123,164 549,167 SH SOLE 202,120 347,047 0
HEICO CORP NEW COM 422806109 44,511,978 146,817 SH SOLE 83,146 63,671 0
HEICO CORP NEW CL A 422806208 48,316,683 211,609 SH SOLE 119,894 91,715 0
HIMS & HERS HEALTH INC COM CL A 433000106 10,360,366 347,780 SH SOLE 196,179 151,601 0
HEARTFLOW INC COM 42238D107 33,698,760 677,362 SH SOLE 383,336 294,026 0
SAMSARA INC COM CL A 79589L106 3,655,066 95,858 SH SOLE 0 95,858 0
INTUITIVE SURGICAL INC COM NEW 46120E602 111,787,467 274,912 SH SOLE 155,979 118,933 0
KLA CORP COM NEW 482480100 72,199,538 370,387 SH SOLE 27,950 342,437 0
NLIGHT INC COM 65487K100 7,334,200 188,322 SH SOLE 107,095 81,227 0
LINDE PLC SHS G54950103 88,914,761 187,327 SH SOLE 107,354 79,973 0
LUMENTUM HLDGS INC COM 55024U109 33,629,878 34,625 SH SOLE 14,626 19,999 0
LAM RESEARCH CORP COM NEW 512807306 183,666,656 559,090 SH SOLE 246,356 312,734 0
LATTICE SEMICONDUCTOR CORP COM 518415104 44,858,400 357,096 SH SOLE 166,976 190,120 0
MERCADOLIBRE INC COM 58733R102 60,282,484 34,875 SH SOLE 17,288 17,587 0
MONOLITHIC PWR SYS INC COM 609839105 34,312,346 25,469 SH SOLE 11,886 13,583 0
MARVELL TECHNOLOGY INC COM 573874104 76,113,617 288,080 SH SOLE 125,426 162,654 0
MICROSOFT CORP COM 594918104 22,679,412 44,218 SH SOLE 0 44,218 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 3,100,407 13,144 SH SOLE 0 13,144 0
CLOUDFLARE INC CL A COM 18915M107 46,971,009 135,254 SH SOLE 57,740 77,514 0
SERVICENOW INC COM 81762P102 28,084,610 209,571 SH SOLE 89,198 120,373 0
NU HLDGS LTD ORD SHS CL A G6683N103 44,948,558 3,550,439 SH SOLE 2,041,748 1,508,691 0
NVIDIA CORPORATION COM 67066G104 207,068,720 906,685 SH SOLE 325,323 581,362 0
OKTA INC CL A 679295105 48,264,679 230,810 SH SOLE 110,872 119,938 0
ON SEMICONDUCTOR CORP COM 682189105 25,976,756 337,931 SH SOLE 167,498 170,433 0
PROGRESSIVE CORP COM 743315103 103,310,658 498,339 SH SOLE 282,840 215,499 0
QUANTA SVCS INC COM 74762E102 92,585,048 144,099 SH SOLE 81,418 62,681 0
REDDIT INC CL A 75734B100 17,959,975 126,088 SH SOLE 59,387 66,701 0
REPLIGEN CORP COM 759916109 49,725,287 258,676 SH SOLE 147,979 110,697 0
ROPER TECHNOLOGIES INC COM 776696106 111,219,998 318,308 SH SOLE 147,067 171,241 0
SABRE CORP COM 78573M104 11,582,807 5,463,588 SH SOLE 2,522,892 2,940,696 0
SAILPOINT INC COM 78781J109 57,916,667 2,844,630 SH SOLE 1,210,515 1,634,115 0
CHARLES SCHWAB CORP (THE) COM 808513105 19,126,741 195,690 SH SOLE 110,296 85,394 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 81,470,088 549,360 SH SOLE 239,934 309,426 0
SNOWFLAKE INC COM SHS 833445109 81,217,998 239,186 SH SOLE 105,051 134,135 0
SYNOPSYS INC COM 871607107 10,982,670 25,251 SH SOLE 0 25,251 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 2,127,880 14,105 SH SOLE 6,483 7,622 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 4,722,712 9,690 SH SOLE 0 9,690 0
STRYKER CORPORATION COM 863667101 87,209,128 316,675 SH SOLE 178,981 137,694 0
ATLASSIAN CORPORATION CL A 049468101 73,809,928 411,679 SH SOLE 177,967 233,712 0
TOAST INC CL A 888787108 55,110,802 1,901,028 SH SOLE 907,100 993,928 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 3,070,159 6,730 SH SOLE 6,730 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 92,336,802 204,294 SH SOLE 113,514 90,780 0
TEXAS INSTRS INC COM 882508104 138,674,520 495,107 SH SOLE 231,415 263,692 0
TYLER TECHNOLOGIES INC COM 902252105 58,680,067 184,181 SH SOLE 87,580 96,601 0
UNITED RENTALS INC COM 911363109 88,917,301 88,848 SH SOLE 50,894 37,954 0
WORKDAY INC CL A 98138H101 67,424,745 354,010 SH SOLE 152,418 201,592 0
ZILLOW GROUP INC CL C CAP STK 98954M200 15,980,981 589,052 SH SOLE 331,995 257,057 0