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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
10X GENOMICS INC CL A COM 88025U109   230,075,821 4,120,269 SH   SOLE   3,041,439 0 1,078,830
AIRBNB INC COM CL A 009066101   364,312,871 2,842,641 SH   SOLE   2,041,681 0 800,960
ALIGN TECHNOLOGY INC COM 016255101   728,681,586 2,060,518 SH   SOLE   1,449,296 0 611,222
ALPHABET INC CAP STK CL A 02079K305   520,545,255 4,348,749 SH   SOLE   3,108,709 0 1,240,040
ALPHABET INC CAP STK CL C 02079K107   93,018,672 768,940 SH   SOLE   527,126 0 241,814
AMAZON COM INC COM 023135106   1,906,215,693 14,622,704 SH   SOLE   10,661,870 0 3,960,834
APTIV PLC SHS G6095L109   442,641,720 4,335,799 SH   SOLE   3,183,730 0 1,152,069
ASML HOLDING N V N Y REGISTRY SHS N07059210   1,007,327,851 1,389,897 SH   SOLE   1,008,020 0 381,877
ATLASSIAN CORPORATION CL A 049468101   859,398,641 5,121,260 SH   SOLE   3,768,198 0 1,353,062
AXON ENTERPRISE INC COM 05464C101   388,898,745 1,993,126 SH   SOLE   1,449,156 0 543,970
BIO-TECHNE CORP COM 09073M104   617,613 7,566 SH   SOLE   7,566 0 0
BLOCK INC CL A 852234103   963,507,752 14,473,603 SH   SOLE   10,623,547 0 3,850,056
CADENCE DESIGN SYSTEM INC COM 127387108   5,446,727 23,225 SH   SOLE   2,001 0 21,224
CHARTER COMMUNICATIONS INC n CL A 16119P108   123,919,779 337,316 SH   SOLE   323,183 0 14,133
CHEGG INC COM 163092109   67,289,923 7,577,694 SH   SOLE   7,258,631 0 319,063
CLOUDFLARE INC CL A COM 18915M107   745,515,041 11,404,544 SH   SOLE   8,603,364 0 2,801,180
COSTAR GROUP INC COM 22160N109   740,986,944 8,325,696 SH   SOLE   6,594,337 0 1,731,359
COUPANG INC CL A 22266T109   237,207,971 13,632,642 SH   SOLE   10,497,323 0 3,135,319
DATADOG INC CL A COM 23804L103   448,080,466 4,554,589 SH   SOLE   3,415,304 0 1,139,285
DEXCOM INC COM 252131107   1,683,882,851 13,103,127 SH   SOLE   9,426,734 0 3,676,393
DOORDASH INC CL A 25809K105   661,093,983 8,650,798 SH   SOLE   6,233,377 0 2,417,421
EDWARDS LIFESCIENCES CORP COM 28176E108   439,880,882 4,663,213 SH   SOLE   3,305,672 0 1,357,541
ENTEGRIS INC COM 29362U104   1,033,853,411 9,329,123 SH   SOLE   7,022,615 0 2,306,508
FERRARI N V COM N3167Y103   16,517,416 50,790 SH   SOLE   41,283 0 9,507
FLOOR & DECOR HLDGS INC CL A 339750101   265,693,483 2,555,728 SH   SOLE   1,865,319 0 690,409
GITLAB INC CLASS A COM 37637K108   2,838,138 55,530 SH   SOLE   55,530 0 0
GLOBANT S A COM L44385109   273,546,241 1,522,069 SH   SOLE   1,017,204 0 504,865
HDFC BANK LTD SPONSORED ADS 40415F101   184,849,767 2,652,077 SH   SOLE   2,413,679 0 238,398
INTERCONTINENTAL EXCHANGE IN COM 45866F104   69,399,910 613,724 SH   SOLE   588,078 0 25,646
INTUIT COM 461202103   1,848,797 4,035 SH   SOLE   4,035 0 0
IQVIA HLDGS INC COM 46266C105   121,507,290 540,585 SH   SOLE   517,962 0 22,623
IRHYTHM TECHNOLOGIES INC COM 450056106   248,968,547 2,386,585 SH   SOLE   1,633,251 0 753,334
KANZHUN LIMITED SPONSORED ADS 48553T106   85,134,569 5,656,782 SH   SOLE   3,500,286 0 2,156,496
LAM RESEARCH CORP COM 512807108   1,353,249,872 2,105,046 SH   SOLE   1,473,414 0 631,632
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   194,782,257 2,587,437 SH   SOLE   2,459,520 0 127,917
MATCH GROUP INC NEW COM 57667L107   240,108,683 5,737,364 SH   SOLE   4,206,905 0 1,530,459
MERCADOLIBRE INC COM 58733R102   1,314,213,009 1,109,415 SH   SOLE   746,941 0 362,474
META PLATFORMS INC CL A 30303M102   561,529,748 1,956,686 SH   SOLE   1,428,759 0 527,927
MICROSOFT CORP COM 594918104   1,297,015,720 3,808,703 SH   SOLE   2,902,635 0 906,068
NETFLIX INC COM 64110L106   1,235,055,553 2,803,822 SH   SOLE   2,033,064 0 770,758
NIKE INC CL B 654106103   510,049,680 4,621,271 SH   SOLE   3,166,725 0 1,454,546
NU HLDGS LTD ORD SHS CL A G6683N103   331,012,555 41,953,429 SH   SOLE   27,795,589 0 14,157,840
NVIDIA CORPORATION COM 67066G104   1,293,456,409 3,057,672 SH   SOLE   2,224,735 0 832,937
OKTA INC CL A 679295105   397,770,171 5,735,691 SH   SOLE   4,014,334 0 1,721,357
REPLIGEN CORP COM 759916109   225,512,561 1,594,179 SH   SOLE   1,092,804 0 501,375
ROPER TECHNOLOGIES INC COM 776696106   200,187,330 416,363 SH   SOLE   401,552 0 14,811
SAMSARA INC COM CL A 79589L106   47,032,737 1,697,320 SH   SOLE   1,697,320 0 0
SEA LTD SPONSORD ADS 81141R100   904,086,004 15,576,947 SH   SOLE   10,819,883 0 4,757,064
SERVICENOW INC COM 81762P102   1,238,847,692 2,204,473 SH   SOLE   1,721,927 0 482,546
SHOPIFY INC CL A 82509L107   1,056,462,198 16,353,904 SH   SOLE   12,327,985 0 4,025,919
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   55,032,654 328,828 SH   SOLE   315,097 0 13,731
SNOWFLAKE INC CL A 833445109   874,804,147 4,971,043 SH   SOLE   3,656,410 0 1,314,633
STERIS PLC SHS USD G8473T100   95,450,015 424,260 SH   SOLE   406,501 0 17,759
STEVANATO GROUP S P A ORD SHS T9224W109   40,997,063 1,266,123 SH   SOLE   1,147,136 0 118,987
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   586,960,206 5,816,094 SH   SOLE   3,796,858 0 2,019,236
TEXAS INSTRS INC COM 882508104   121,300,896 673,819 SH   SOLE   650,843 0 22,976
TRANSDIGM GROUP INC COM 893641100   136,790,127 152,980 SH   SOLE   146,573 0 6,407
UBER TECHNOLOGIES INC COM 90353T100   439,756,817 10,186,630 SH   SOLE   7,431,155 0 2,755,475
UIPATH INC CL A 90364P105   739,718 44,642 SH   SOLE   44,642 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108   123,334,921 2,673,638 SH   SOLE   1,951,257 0 722,381
UNITEDHEALTH GROUP INC COM 91324P102   55,077,980 114,593 SH   SOLE   109,793 0 4,800
VISA INC COM CL A 92826C839   1,954,757,819 8,231,252 SH   SOLE   6,171,677 0 2,059,575
WASTE CONNECTIONS INC COM 94106B101   4,555,465 31,872 SH   SOLE   214 0 31,658
XP INC CL A G98239109   262,424,780 11,186,052 SH   SOLE   6,924,669 0 4,261,383
ZOETIS INC CL A 98978V103   81,166,189 471,321 SH   SOLE   451,606 0 19,715
ISHARES TR MSCI INDIA ETF 46429B598   9,506,716 217,545 SH   SOLE   217,545 0 0