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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 5,781,653 18,826 SH   SOLE   18,826 0 0
ACUSHNET HLDGS CORP COM 005098108 BBG00D5L3ST3 7,694,088 145,062 SH   SOLE   145,062 0 0
ADOBE INC COM 00724F101 BBG001S5NCQ5 49,969,180 97,998 SH   SOLE   88,420 0 9,578
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 108,441,327 828,682 SH   SOLE   740,384 0 88,298
AMAZON COM INC COM 023135106 BBG001S5PQL7 132,233,402 1,040,225 SH   SOLE   928,751 0 111,474
AMETEK INC COM 031100100 BBG001S5NN54 7,186,308 48,635 SH   SOLE   48,635 0 0
AMPHENOL CORP NEW CL A 032095101 BBG001S5NSK6 16,545,946 196,999 SH   SOLE   196,999 0 0
APPLE INC COM 037833100 BBG001S5N8V8 125,434,096 732,633 SH   SOLE   646,702 0 85,931
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 81,667,156 138,734 SH   SOLE   122,305 0 16,429
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 895,367 2,556 SH   SOLE   2,556 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 BBG00RP5HZM1 2,862,396 51,855 SH   SOLE   51,855 0 0
CELSIUS HLDGS INC COM NEW 15118V207 BBG001SQSKT3 12,844,260 74,850 SH   SOLE   74,850 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG001SP50B3 100,616,926 54,927 SH   SOLE   49,538 0 5,389
CINTAS CORP COM 172908105 BBG001S7CRG1 14,570,755 30,292 SH   SOLE   30,292 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 BBG00B6BFX96 7,103,976 113,700 SH   SOLE   113,700 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 80,670,073 142,789 SH   SOLE   128,832 0 13,957
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 6,082,171 24,515 SH   SOLE   24,515 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG001SPT759 62,462,882 1,688,186 SH   SOLE   1,566,863 0 121,323
ELI LILLY & CO COM 532457108 BBG001S5STL8 114,305,024 212,807 SH   SOLE   188,663 0 24,144
FERRARI N V COM N3167Y103 BBG009PH3Q95 5,892,181 19,937 SH   SOLE   19,937 0 0
FIVE BELOW INC COM 33829M101 BBG001TCDMY9 1,859,521 11,557 SH   SOLE   11,557 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 BBG007GJ2F90 4,351,692 48,085 SH   SOLE   48,085 0 0
GARTNER INC COM 366651107 BBG001S5SD60 2,551,304 7,425 SH   SOLE   7,425 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 6,035,012 88,698 SH   SOLE   88,698 0 0
HEICO CORP NEW COM 422806109 BBG001S5RVC4 13,131,875 81,096 SH   SOLE   81,096 0 0
HUBSPOT INC COM 443573100 BBG001T53670 3,708,032 7,529 SH   SOLE   7,529 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 11,507,197 26,316 SH   SOLE   26,316 0 0
INTUIT COM 461202103 BBG001S6TWR2 7,339,653 14,365 SH   SOLE   14,365 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 11,426,138 24,912 SH   SOLE   24,912 0 0
LAS VEGAS SANDS CORP COM 517834107 BBG001SJCGP9 4,679,118 102,075 SH   SOLE   102,075 0 0
LENNAR CORP CL A 526057104 BBG001S5SRK3 9,257,628 82,488 SH   SOLE   82,488 0 0
LINDE PLC SHS G54950103 BBG01FND0CH6 5,142,153 13,810 SH   SOLE   13,810 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 1,564,420 4,057 SH   SOLE   4,057 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 3,052,174 56,386 SH   SOLE   56,386 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 10,475,779 26,460 SH   SOLE   26,460 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 170,478,752 567,865 SH   SOLE   505,290 0 62,575
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 8,543,977 109,468 SH   SOLE   109,468 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 226,021,428 715,824 SH   SOLE   640,002 0 75,822
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 BBG019X46ZY3 18,756,833 451,428 SH   SOLE   451,428 0 0
MSCI INC COM 55354G100 BBG001SV8B05 10,844,459 21,136 SH   SOLE   21,136 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 BBG001S8W4X9 6,786,337 60,323 SH   SOLE   60,323 0 0
NOVANTA INC COM 67000B104 BBG001S6MRJ9 6,091,897 42,470 SH   SOLE   42,470 0 0
NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 5,206,166 51,111 SH   SOLE   51,111 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 188,735,201 433,884 SH   SOLE   383,952 0 49,932
NVR INC COM 62944T105 BBG001S5TSM8 8,294,950 1,391 SH   SOLE   1,391 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 19,501,409 21,457 SH   SOLE   21,457 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 9,439,258 40,263 SH   SOLE   40,263 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 55,879,228 152,922 SH   SOLE   130,635 0 22,287
SAP SE SPON ADR 803054204 BBG001S6RD41 10,271,370 79,426 SH   SOLE   79,426 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 55,479,016 99,254 SH   SOLE   86,726 0 12,528
SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 62,529,333 245,165 SH   SOLE   211,631 0 33,534
SHOPIFY INC CL A 82509L107 BBG004DW5NC7 8,892,345 162,953 SH   SOLE   162,953 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG003T4VFD1 17,910,869 115,823 SH   SOLE   115,823 0 0
SYNOPSYS INC COM 871607107 BBG001S5VTR8 113,668,510 247,660 SH   SOLE   224,369 0 23,291
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 16,426,533 189,028 SH   SOLE   189,028 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 2,898,632 20,647 SH   SOLE   20,647 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 98,234,871 392,594 SH   SOLE   347,884 0 44,710
TOAST INC CL A 888787108 BBG00BTJVKB1 3,549,916 189,531 SH   SOLE   189,531 0 0
TRACTOR SUPPLY CO COM 892356106 BBG001S7K017 2,293,856 11,297 SH   SOLE   11,297 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 4,362,197 94,851 SH   SOLE   94,851 0 0
UNITED AIRLS HLDGS INC COM 910047109 BBG001SQ87W0 3,897,480 92,139 SH   SOLE   92,139 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 48,602,403 96,397 SH   SOLE   84,939 0 11,458
VISA INC COM CL A 92826C839 BBG001SRCFY3 54,677,057 237,716 SH   SOLE   197,914 0 39,802
WATSCO INC COM 942622200 BBG001S82CQ2 7,825,603 20,718 SH   SOLE   20,718 0 0
ZOETIS INC CL A 98978V103 BBG0039320P7 48,611,578 279,409 SH   SOLE   239,270 0 40,139