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
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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
3M CO COM 88579Y101   7,707,388 70,503 SH   OTR   0 0 70,503
ADOBE INC COM 00724F101   20,817,760 34,894 SH   OTR   0 0 34,894
ALLEGRO MICROSYSTEMS INC COM 01749D105   4,249,969 140,402 SH   OTR   0 0 140,402
ALPHABET INC CAP STK CL A 02079K305   168,007,677 1,202,718 SH   OTR   0 0 1,202,718
AMAZON COM INC COM 023135106   63,124,537 415,457 SH   OTR   0 0 415,457
AMBARELLA INC SHS G037AX101   65,542,974 1,069,391 SH   OTR   0 0 1,069,391
ANALOG DEVICES INC COM 032654105   22,464,880 113,139 SH   OTR   0 0 113,139
ASML HOLDING N V N Y REGISTRY SHS N07059210   150,318,257 198,592 SH   OTR   0 0 198,592
AT&T INC COM 00206R102   152,109,156 9,064,908 SH   OTR   0 0 9,064,908
ATLASSIAN CORPORATION CL A 049468101   20,706,664 87,054 SH   OTR   0 0 87,054
AUTOLIV INC COM 052800109   21,264,136 192,977 SH   OTR   0 0 192,977
AUTOMATIC DATA PROCESSING IN COM 053015103   25,568,225 109,749 SH   OTR   0 0 109,749
AVIDXCHANGE HOLDINGS INC COM 05368X102   2,014,218 162,568 SH   OTR   0 0 162,568
AVNET INC COM 053807103   2,475,850 49,124 SH   OTR   0 0 49,124
BOEING CO COM 097023105   19,372,773 74,322 SH   OTR   0 0 74,322
BROADCOM INC COM 11135F101   36,930,015 33,084 SH   OTR   0 0 33,084
CADENCE DESIGN SYSTEM INC COM 127387108   23,687,747 86,969 SH   OTR   0 0 86,969
CANADIAN PACIFIC KANSAS CITY COM 13646K108   4,694,346 59,377 SH   OTR   0 0 59,377
CHARTER COMMUNICATIONS INC N CL A 16119P108   37,331,548 96,047 SH   OTR   0 0 96,047
CHECK POINT SOFTWARE TECH LT ORD M22465104   12,267,356 80,289 SH   OTR   0 0 80,289
CINEMARK HLDGS INC COM 17243V102   3,994,445 283,495 SH   OTR   0 0 283,495
CIRRUS LOGIC INC COM 172755100   27,072,272 325,427 SH   OTR   0 0 325,427
DEERE & CO COM 244199105   20,710,067 51,792 SH   OTR   0 0 51,792
DIGITAL RLTY TR INC COM 253868103   59,087,349 439,050 SH   OTR   0 0 439,050
DISH NETWORK CORPORATION CL A 25470M109   5,013,530 868,896 SH   OTR   0 0 868,896
EATON CORP PLC SHS G29183103   39,111,095 162,408 SH   OTR   0 0 162,408
ELECTRONIC ARTS INC COM 285512109   9,013,043 65,880 SH   OTR   0 0 65,880
EMERSON ELEC CO COM 291011104   5,994,847 61,593 SH   OTR   0 0 61,593
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   24,036,734 1,012,926 SH   OTR   0 0 1,012,926
EURONET WORLDWIDE INC COM 298736109   23,727,652 233,793 SH   OTR   0 0 233,793
EXPEDIA GROUP INC COM NEW 30212P303   38,071,664 250,818 SH   OTR   0 0 250,818
EXPEDITORS INTL WASH INC COM 302130109   6,512,131 51,196 SH   OTR   0 0 51,196
FEDEX CORP COM 31428X106   524,407 2,073 SH   OTR   0 0 2,073
FISERV INC COM 337738108   33,064,009 248,901 SH   OTR   0 0 248,901
FIVE9 INC COM 338307101   4,367,295 55,500 SH   OTR   0 0 55,500
FORTIVE CORP COM 34959J108   45,556,943 618,728 SH   OTR   0 0 618,728
GLOBAL E ONLINE LTD SHS M5216V106   18,182,997 458,819 SH   OTR   0 0 458,819
GLOBAL PMTS INC COM 37940X102   69,028,691 543,533 SH   OTR   0 0 543,533
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   67,351,204 1,111,406 SH   OTR   0 0 1,111,406
HILTON WORLDWIDE HLDGS INC COM 43300A203   55,350,079 303,971 SH   OTR   0 0 303,971
HUBBELL INC COM 443510607   6,172,371 18,765 SH   OTR   0 0 18,765
HUBSPOT INC COM 443573100   23,713,898 40,848 SH   OTR   0 0 40,848
HUNT J B TRANS SVCS INC COM 445658107   411,664 2,061 SH   OTR   0 0 2,061
IMAX CORP COM 45245E109   5,286,935 351,993 SH   OTR   0 0 351,993
INGERSOLL RAND INC COM 45687V106   28,111,157 363,475 SH   OTR   0 0 363,475
JOHNSON CTLS INTL PLC SHS G51502105   9,781,566 169,701 SH   OTR   0 0 169,701
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   10,966,817 190,231 SH   OTR   0 0 190,231
L3HARRIS TECHNOLOGIES INC COM 502431109   15,867,058 75,335 SH   OTR   0 0 75,335
LATTICE SEMICONDUCTOR CORP COM 518415104   23,841,702 345,582 SH   OTR   0 0 345,582
LEIDOS HOLDINGS INC COM 525327102   5,826,992 53,834 SH   OTR   0 0 53,834
LENNOX INTL INC COM 526107107   38,031,592 84,983 SH   OTR   0 0 84,983
LIVE NATION ENTERTAINMENT IN COM 538034109   44,340,098 473,719 SH   OTR   0 0 473,719
LYFT INC CL A COM 55087P104   26,069,439 1,739,122 SH   OTR   0 0 1,739,122
MASTERCARD INCORPORATED CL A 57636Q104   63,336,735 148,500 SH   OTR   0 0 148,500
MATCH GROUP INC NEW COM 57667L107   47,612,790 1,304,460 SH   OTR   0 0 1,304,460
META PLATFORMS INC CL A 30303M102   8,851,124 25,006 SH   OTR   0 0 25,006
MICROSOFT CORP COM 594918104   340,037,178 904,258 SH   OTR   0 0 904,258
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   148,923,633 3,437,757 SH   OTR   0 0 3,437,757
MONGODB INC CL A 60937P106   21,478,526 52,534 SH   OTR   0 0 52,534
NAVITAS SEMICONDUCTOR CORP COM 63942X106   31,869,342 3,949,113 SH   OTR   0 0 3,949,113
NICE LTD SPONSORED ADR 653656108   4,406,577 22,087 SH   OTR   0 0 22,087
NVENT ELECTRIC PLC SHS G6700G107   8,074,767 136,652 SH   OTR   0 0 136,652
NVIDIA CORPORATION COM 67066G104   68,519,134 138,361 SH   OTR   0 0 138,361
NXP SEMICONDUCTORS N V COM N6596X109   125,318,691 545,623 SH   OTR   0 0 545,623
OMNICOM GROUP INC COM 681919106   27,419,085 316,947 SH   OTR   0 0 316,947
ON SEMICONDUCTOR CORP COM 682189105   50,218,487 601,203 SH   OTR   0 0 601,203
ORACLE CORP COM 68389X105   211,302,384 2,004,196 SH   OTR   0 0 2,004,196
PALO ALTO NETWORKS INC COM 697435105   15,155,063 51,394 SH   OTR   0 0 51,394
PARAMOUNT GLOBAL CLASS B COM 92556H206   84,842,495 5,736,477 SH   OTR   0 0 5,736,477
PARKER-HANNIFIN CORP COM 701094104   122,449,453 265,790 SH   OTR   0 0 265,790
PAYCOM SOFTWARE INC COM 70432V102   1,710,815 8,276 SH   OTR   0 0 8,276
PENTAIR PLC SHS G7S00T104   173,279,564 2,383,160 SH   OTR   0 0 2,383,160
POWER INTEGRATIONS INC COM 739276103   39,466,746 480,657 SH   OTR   0 0 480,657
QUALCOMM INC COM 747525103   26,812,666 185,388 SH   OTR   0 0 185,388
ROBLOX CORP CL A 771049103   6,805,376 148,849 SH   OTR   0 0 148,849
ROCKWELL AUTOMATION INC COM 773903109   43,221,610 139,209 SH   OTR   0 0 139,209
SALESFORCE INC COM 79466L302   87,647,197 333,082 SH   OTR   0 0 333,082
SBA COMMUNICATIONS CORP NEW CL A 78410G104   51,311,339 202,260 SH   OTR   0 0 202,260
SEMTECH CORP COM 816850101   43,503,839 1,985,570 SH   OTR   0 0 1,985,570
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   133,155,782 3,544,205 SH   OTR   0 0 3,544,205
SHIFT4 PMTS INC CL A 82452J109   59,520,395 800,651 SH   OTR   0 0 800,651
SHOPIFY INC CL A 82509L107   58,130,071 746,214 SH   OTR   0 0 746,214
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   44,073,165 719,327 SH   OTR   0 0 719,327
SNAP INC CL A 83304A106   9,468,644 559,282 SH   OTR   0 0 559,282
SNOWFLAKE INC CL A 833445109   78,377,742 393,858 SH   OTR   0 0 393,858
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   8,886,006 279,610 SH   OTR   0 0 279,610
SPOTIFY TECHNOLOGY S A SHS L8681T102   41,866,912 222,803 SH   OTR   0 0 222,803
STANLEY BLACK & DECKER INC COM 854502101   32,679,464 333,124 SH   OTR   0 0 333,124
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   68,585,816 659,479 SH   OTR   0 0 659,479
TEGNA INC COM 87901J105   7,477,187 488,705 SH   OTR   0 0 488,705
TERADYNE INC COM 880770102   38,067,839 350,791 SH   OTR   0 0 350,791
TESLA INC COM 88160R101   37,534,395 151,056 SH   OTR   0 0 151,056
T-MOBILE US INC COM 872590104   38,107,395 237,681 SH   OTR   0 0 237,681
TRANE TECHNOLOGIES PLC SHS G8994E103   77,615,078 318,225 SH   OTR   0 0 318,225
TWILIO INC CL A 90138F102   82,558,472 1,088,157 SH   OTR   0 0 1,088,157
UNION PAC CORP COM 907818108   10,130,843 41,246 SH   OTR   0 0 41,246
UNITED PARCEL SERVICE INC CL B 911312106   305,183 1,941 SH   OTR   0 0 1,941
VISA INC COM CL A 92826C839   31,155,303 119,667 SH   OTR   0 0 119,667
WARNER MUSIC GROUP CORP COM CL A 934550203   13,884,015 387,930 SH   OTR   0 0 387,930
WATSCO INC COM 942622200   17,924,614 41,834 SH   OTR   0 0 41,834
WAYFAIR INC CL A 94419L101   23,551,816 381,715 SH   OTR   0 0 381,715
WESTERN DIGITAL CORP. COM 958102105   212,900,285 4,065,310 SH   OTR   0 0 4,065,310
WEX INC COM 96208T104   49,749,937 255,718 SH   OTR   0 0 255,718
WORKDAY INC CL A 98138H101   85,994,070 311,505 SH   OTR   0 0 311,505
XYLEM INC COM 98419M100   133,945,179 1,171,259 SH   OTR   0 0 1,171,259
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   3,072,261 166,158 SH   OTR   0 0 166,158