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 ENERGY INDS COM 007973100 4,740,212 16,820 SH DFND 0 16,820 0
AGORA INC ADS 00851L103 2,122,984 507,891 SH DFND 0 507,891 0
AMAZON COM INC COM 023135106 5,710,518 22,920 SH DFND 0 22,920 0
AMERICAN TOWER CORP COM 03027X100 8,995,748 54,956 SH DFND 0 54,956 0
APPIAN CORP CL A 03782L101 1,099,119 31,163 SH DFND 0 31,163 0
ASML HLDG NV N Y REGISTRY SHS N07059900 4,348,008 2,400 SH DFND 0 2,400 0
ATLASSIAN CORPORATION CL A 049468101 7,357,524 41,037 SH DFND 0 41,037 0
BLACKLINE INC COM 09239B109 3,651,350 137,631 SH DFND 0 137,631 0
BROADCOM INC COM 11135F101 3,187,049 9,075 SH DFND 0 9,075 0
D R HORTON INC COM 23331A109 5,266,764 38,542 SH DFND 0 38,542 0
DOLE PLC ORD SHS G27907107 4,749,397 373,674 SH DFND 0 373,674 0
DOLLAR GEN CORP COM 256677105 3,853,466 32,225 SH DFND 0 32,225 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 3,411,652 15,325 SH DFND 0 15,325 0
FISERV INC COM 337738108 3,216,003 71,182 SH DFND 0 71,182 0
GENTHERM INC COM 37253A103 2,376,621 71,370 SH DFND 0 71,370 0
GEO GROUP INC COM 36162J106 1,656,745 54,373 SH DFND 0 54,373 0
HCA HEALTHCARE INC COM 40412C101 6,280,759 14,718 SH DFND 0 14,718 0
HOME DEPOT INC COM 437076102 4,030,370 14,167 SH DFND 0 14,167 0
HUBSPOT INC COM 443573100 1,217,991 5,942 SH DFND 0 5,942 0
INTUIT COM 461202103 4,984,561 18,079 SH DFND 0 18,079 0
MARVELL TECHNOLOGY INC COM 573874104 4,363,957 16,517 SH DFND 0 16,517 0
META PLATFORMS INC COM CL A 30303M102 7,496,911 10,338 SH DFND 0 10,338 0
MICROSOFT CORP COM 594918104 5,164,903 10,070 SH DFND 0 10,070 0
MKS INC. COM 55306N104 3,399,792 12,812 SH DFND 0 12,812 0
MONDAY COM LTD SHS M7S64H106 3,607,591 45,980 SH DFND 0 45,980 0
NXP SEMICONDUCTORS N V COM N6596X109 2,721,144 11,456 SH DFND 0 11,456 0
OKTA INC CL A 679295105 2,634,577 12,599 SH DFND 0 12,599 0
OLD DOMINION FREIGHT LINE IN COM 679580100 4,896,030 28,164 SH DFND 0 28,164 0
OMEGA FLEX INC COM 682095104 1,977,847 77,868 SH DFND 0 77,868 0
ONTO INNOVATION INC COM 683344105 3,519,614 11,434 SH DFND 0 11,434 0
PEPSICO INC COM 713448108 3,592,639 28,351 SH DFND 0 28,351 0
POOL CORP COM 73278L105 1,525,787 9,426 SH DFND 0 9,426 0
PROGRESSIVE CORP COM 743315103 2,955,204 14,255 SH DFND 0 14,255 0
ROLLINS INC COM 775711104 3,171,636 105,300 SH DFND 0 105,300 0
SAP SE SPON ADR 803054204 3,114,900 14,941 SH DFND 0 14,941 0
SERVICENOW INC COM 81762P102 4,235,386 31,605 SH DFND 0 31,605 0
UNITEDHEALTH GROUP INC COM 91324P102 5,588,793 15,225 SH DFND 0 15,225 0
VISA INC COM CL A 92826C839 7,692,537 21,408 SH DFND 0 21,408 0
WASTE CONNECTIONS INC COM 94106B101 3,059,513 19,876 SH DFND 0 19,876 0
XPAND ENERGY CORPORATION COM 165167735 1,484,357 17,652 SH DFND 0 17,652 0
ZSCALER INC COM 98980G102 2,544,599 12,760 SH DFND 0 12,760 0