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
3M CO COM 88579Y101   4,440,696 34,400 SH   SOLE   34,400 0 0
ACV AUCTIONS INC COM CL A 00091G104   27,489,888 1,272,680 SH   SOLE   1,272,680 0 0
ALCON AG ORD SHS H01301128   3,040,760 35,820 SH   SOLE   35,820 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   3,182,253 37,531 SH   SOLE   37,531 0 0
ALPHABET INC CAP STK CL A 02079K305   5,962,950 31,500 SH Call SOLE   31,500 0 0
AMAZON COM INC COM 023135106   3,290,850 15,000 SH Call SOLE   15,000 0 0
AMAZON COM INC COM 023135106   6,278,064 28,616 SH   SOLE   28,616 0 0
API GROUP CORP COM STK 00187Y100   7,470,861 207,697 SH   SOLE   207,697 0 0
APPLE INC COM 037833100   4,063,565 16,227 SH   SOLE   16,227 0 0
ARHAUS INC COM CL A 04035M102   11,096,822 1,180,513 SH   SOLE   1,180,513 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   2,210,121 33,732 SH   SOLE   33,732 0 0
BRUNSWICK CORP COM 117043109   21,586,562 333,744 SH   SOLE   333,744 0 0
BURFORD CAP LTD ORD SHS G17977110   7,976,018 625,570 SH   SOLE   625,570 0 0
CAVA GROUP INC COM 148929102   28,698,689 254,421 SH   SOLE   254,421 0 0
CITIGROUP INC COM NEW 172967424   10,347,330 147,000 SH Call SOLE   147,000 0 0
CLEAN HARBORS INC COM 184496107   21,394,735 92,964 SH   SOLE   92,964 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   4,360,196 56,766 SH   SOLE   56,766 0 0
CONSTELLATION ENERGY CORP COM 21037T109   1,713,619 7,660 SH   SOLE   7,660 0 0
CRH PLC ORD G25508105   11,550,659 124,845 SH   SOLE   124,845 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   29,987,165 90,011 SH   SOLE   90,011 0 0
DESCARTES SYS GROUP INC COM 249906108   22,603,078 198,931 SH   SOLE   198,931 0 0
DOORDASH INC CL A 25809K105   1,875,110 11,178 SH   SOLE   11,178 0 0
DUOLINGO INC CL A COM 26603R106   21,468,889 66,215 SH   SOLE   66,215 0 0
FEDERAL SIGNAL CORP COM 313855108   13,996,253 151,491 SH   SOLE   151,491 0 0
FERRARI N V COM N3167Y103   9,355,532 21,905 SH   DFND   0 21,905 0
FLUTTER ENTMT PLC SHS G3643J108   2,006,347 7,763 SH   SOLE   7,763 0 0
FREEPORT-MCMORAN INC CL B 35671D857   2,451,362 64,374 SH   SOLE   64,374 0 0
FTAI AVIATION LTD SHS G3730V105   2,779,540 19,297 SH   SOLE   19,297 0 0
HAYWARD HLDGS INC COM 421298100   17,156,573 1,122,078 SH   SOLE   1,122,078 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   6,329,548 99,116 SH   SOLE   99,116 0 0
ICICI BANK LIMITED ADR 45104G104   4,287,150 143,575 SH   SOLE   143,575 0 0
INTERCONTINENTAL HOTELS GROU SPONSORED ADS 45857P806   1,024,844 8,204 SH   SOLE   8,204 0 0
INTERNATIONAL PAPER CO COM 460146103   1,966,475 36,538 SH   SOLE   36,538 0 0
KROGER CO COM 501044101   1,932,707 31,606 SH   SOLE   31,606 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109   8,698,859 733,462 SH   SOLE   733,462 0 0
LINDE PLC SHS G54950103   3,026,984 7,230 SH   SOLE   7,230 0 0
MATERIALISE NV SPONSORED ADS 57667T100   2,684,852 381,371 SH   DFND   0 381,371 0
MEDTRONIC PLC SHS G5960L103   5,087,238 63,686 SH   SOLE   63,686 0 0
META PLATFORMS INC CL A 30303M102   1,611,324 2,752 SH   SOLE   2,752 0 0
METHANEX CORP COM 59151K108   2,014,180 40,332 SH   SOLE   40,332 0 0
MICROSOFT CORP COM 594918104   6,824,085 16,190 SH   SOLE   16,190 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101   6,483,897 371,570 SH   SOLE   371,570 0 0
MKS INSTRS INC COM 55306N104   24,112,107 230,981 SH   SOLE   230,981 0 0
NASDAQ INC COM 631103108   7,430,032 96,107 SH   SOLE   96,107 0 0
NATERA INC COM 632307104   11,806,806 74,585 SH   DFND   0 74,585 0
NOVO-NORDISK A S ADR 670100205   4,684,649 54,460 SH   SOLE   54,460 0 0
NVIDIA CORPORATION COM 67066G104   4,941,603 36,798 SH   SOLE   36,798 0 0
NVIDIA CORPORATION COM 67066G104   8,388,693 62,467 SH   DFND   0 62,467 0
ONESTREAM INC CL A 68278B107   23,904,837 838,178 SH   SOLE   838,178 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106   2,652,237 209,663 SH   SOLE   209,663 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   17,102,098 228,241 SH   SOLE   228,241 0 0
REDDIT INC CL A 75734B100   26,833,579 164,180 SH   SOLE   164,180 0 0
REGAL REXNORD CORPORATION COM 758750103   21,909,630 141,234 SH   SOLE   141,234 0 0
RENEW ENERGY GLOBAL PLC CL A SHS G7500M104   3,478,765 509,336 SH   SOLE   509,336 0 0
RH COM 74967X103   15,377,168 39,069 SH   SOLE   39,069 0 0
RUBRIK INC. CL A 781154109   19,879,440 304,153 SH   SOLE   304,153 0 0
RXO INC COMMON STOCK 74982T103   7,177,843 301,084 SH   SOLE   301,084 0 0
S&P GLOBAL INC COM 78409V104   3,400,549 6,828 SH   SOLE   6,828 0 0
SALESFORCE INC COM 79466L302   4,886,233 14,615 SH   SOLE   14,615 0 0
SAP SE SPON ADR 803054204   4,407,898 17,903 SH   SOLE   17,903 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   2,723,988 31,800 SH Call SOLE   31,800 0 0
SHAKE SHACK INC CL A 819047101   22,688,651 174,797 SH   SOLE   174,797 0 0
SHARKNINJA INC COM SHS G8068L108   25,613,177 263,077 SH   SOLE   263,077 0 0
SONY GROUP CORP SPONSORED ADR 835699307   6,956,456 328,755 SH   SOLE   328,755 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   14,576,535 32,582 SH   DFND   0 32,582 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   4,072,948 9,104 SH   SOLE   9,104 0 0
STELLANTIS N.V SHS N82405106   9,314,909 714,408 SH   DFND   0 714,408 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   3,642,111 18,442 SH   SOLE   18,442 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   18,335,959 92,845 SH   DFND   0 92,845 0
TRADEWEB MKTS INC CL A 892672106   3,634,601 27,762 SH   SOLE   27,762 0 0
TREX CO INC COM 89531P105   26,105,282 378,173 SH   SOLE   378,173 0 0
UNITED AIRLS HLDGS INC COM 910047109   2,713,557 27,946 SH   SOLE   27,946 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   11,597,141 263,332 SH   SOLE   263,332 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768   21,873,696 371,181 SH   SOLE   371,181 0 0
VERTEX INC CL A 92538J106   33,754,438 632,698 SH   SOLE   632,698 0 0
VISTRA CORP COM 92840M102   6,669,599 48,376 SH   SOLE   48,376 0 0
XPO INC COM 983793100   2,188,369 16,686 SH   SOLE   16,686 0 0
YUM CHINA HLDGS INC COM 98850P109   5,604,435 116,347 SH   SOLE   116,347 0 0