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
APPLE INC COM 037833100   29,848,067 174,336 SH   SOLE   174,336 0 0
ABBVIE INC COM 00287Y109   4,951,177 33,216 SH   SOLE   33,216 0 0
AIRBNB INC COM CL A 009066101   7,093,757 51,700 SH   SOLE   51,700 0 0
ABBOTT LABS COM 002824100   1,489,844 15,383 SH   SOLE   15,383 0 0
ADOBE INC COM 00724F101   6,097,384 11,958 SH   SOLE   11,958 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   903,378 3,755 SH   SOLE   3,755 0 0
ALIGN TECHNOLOGY INC COM 016255101   7,907,788 25,900 SH   SOLE   25,900 0 0
ADVANCED MICRO DEVICES INC COM 007903107   23,274,849 226,365 SH   SOLE   226,365 0 0
AMGEN INC COM 031162100   307,730 1,145 SH   SOLE   1,145 0 0
AMERICAN TOWER CORP NEW COM 03027X100   2,203,630 13,400 SH   SOLE   13,400 0 0
AMAZON COM INC COM 023135106   25,964,896 204,255 SH   SOLE   204,255 0 0
ARISTA NETWORKS INC COM 040413106   7,406,493 40,268 SH   SOLE   40,268 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   14,748,876 25,055 SH   SOLE   25,055 0 0
ATMOS ENERGY CORP COM 049560105   806,127 7,610 SH   SOLE   7,610 0 0
BROADCOM INC COM 11135F101   4,360,545 5,250 SH   SOLE   5,250 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   996,832 8,050 SH   SOLE   8,050 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   1,103,294 16,292 SH   SOLE   16,292 0 0
BCE INC COM NEW 05534B760   1,581,480 41,400 SH   SOLE   41,400 0 0
TOPBUILD CORP COM 89055F103   566,100 2,250 SH   SOLE   2,250 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   610,581 10,520 SH   SOLE   10,520 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,839,776 5,252 SH   SOLE   5,252 0 0
CROWN CASTLE INC COM 22822V101   1,312,808 14,265 SH   SOLE   14,265 0 0
CHURCH & DWIGHT CO INC COM 171340102   3,285,852 35,860 SH   SOLE   35,860 0 0
THE CIGNA GROUP COM 125523100   680,847 2,380 SH   SOLE   2,380 0 0
CUMMINS INC COM 231021106   213,153 933 SH   SOLE   933 0 0
COSTCO WHSL CORP NEW COM 22160K105   16,522,255 29,245 SH   SOLE   29,245 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   12,619,936 169,600 SH   SOLE   169,600 0 0
SALESFORCE INC COM 79466L302   4,862,462 23,979 SH   SOLE   23,979 0 0
DOORDASH INC CL A 25809K105   10,490,040 132,000 SH   SOLE   132,000 0 0
DANAHER CORPORATION COM 235851102   6,399,988 25,796 SH   SOLE   25,796 0 0
DYNATRACE INC COM NEW 268150109   10,920,801 233,700 SH   SOLE   233,700 0 0
ECOLAB INC COM 278865100   364,210 2,150 SH   SOLE   2,150 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   1,371,744 19,800 SH   SOLE   19,800 0 0
FISERV INC COM 337738108   233,036 2,063 SH   SOLE   2,063 0 0
FIRST SOLAR INC COM 336433107   4,298,294 26,600 SH   SOLE   26,600 0 0
GILEAD SCIENCES INC COM 375558103   726,768 9,698 SH   SOLE   9,698 0 0
GENERAL MLS INC COM 370334104   2,121,141 33,148 SH   SOLE   33,148 0 0
ALPHABET INC CAP STK CL A 02079K305   25,240,669 192,883 SH   SOLE   192,883 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   4,331,232 194,400 SH   SOLE   194,400 0 0
GRAINGER W W INC COM 384802104   15,497,216 22,400 SH   SOLE   22,400 0 0
HOME DEPOT INC COM 437076102   763,256 2,526 SH   SOLE   2,526 0 0
HOLOGIC INC COM 436440101   471,920 6,800 SH   SOLE   6,800 0 0
HENRY SCHEIN INC COM 806407102   1,123,402 15,130 SH   SOLE   15,130 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   552,342 14,463 SH   SOLE   14,463 0 0
ILLUMINA INC COM 452327109   601,973 4,385 SH   SOLE   4,385 0 0
INTUIT COM 461202103   24,182,790 47,330 SH   SOLE   47,330 0 0
INGERSOLL RAND INC COM 45687V106   12,189,636 191,300 SH   SOLE   191,300 0 0
ILLINOIS TOOL WKS INC COM 452308109   1,308,161 5,680 SH   SOLE   5,680 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   22,163,196 125,400 SH   SOLE   125,400 0 0
JOHNSON & JOHNSON COM 478160104   1,620,112 10,402 SH   SOLE   10,402 0 0
JPMORGAN CHASE & CO COM 46625H100   1,562,300 10,773 SH   SOLE   10,773 0 0
LINDE PLC SHS G54950103   18,729,205 50,300 SH   SOLE   50,300 0 0
ELI LILLY & CO COM 532457108   28,695,633 53,424 SH   SOLE   53,424 0 0
MASTERCARD INCORPORATED CL A 57636Q104   16,541,912 41,782 SH   SOLE   41,782 0 0
MASCO CORP COM 574599106   1,288,198 24,101 SH   SOLE   24,101 0 0
MASIMO CORP COM 574795100   1,004,111 11,452 SH   SOLE   11,452 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   3,450,752 65,170 SH   SOLE   65,170 0 0
MICROSOFT CORP COM 594918104   26,986,205 85,467 SH   SOLE   85,467 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   1,031,288 9,167 SH   SOLE   9,167 0 0
NEXTERA ENERGY INC COM 65339F101   274,992 4,800 SH   SOLE   4,800 0 0
NIKE INC CL B 654106103   890,222 9,310 SH   SOLE   9,310 0 0
ON SEMICONDUCTOR CORP COM 682189105   12,334,465 132,700 SH   SOLE   132,700 0 0
ON HLDG AG NAMEN AKT A H5919C104   8,365,474 300,700 SH   SOLE   300,700 0 0
PALO ALTO NETWORKS INC COM 697435105   9,140,347 38,988 SH   SOLE   38,988 0 0
PACCAR INC COM 693718108   16,017,768 188,400 SH   SOLE   188,400 0 0
PEPSICO INC COM 713448108   219,594 1,296 SH   SOLE   1,296 0 0
PROCTER AND GAMBLE CO COM 742718109   3,061,456 20,989 SH   SOLE   20,989 0 0
QORVO INC COM 74736K101   265,693 2,783 SH   SOLE   2,783 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604   590,343 4,066 SH   SOLE   4,066 0 0
SHERWIN WILLIAMS CO COM 824348106   726,892 2,850 SH   SOLE   2,850 0 0
STERIS PLC SHS USD G8473T100   1,075,158 4,900 SH   SOLE   4,900 0 0
STRYKER CORPORATION COM 863667101   1,091,167 3,993 SH   SOLE   3,993 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   6,261,323 12,370 SH   SOLE   12,370 0 0
TESLA INC COM 88160R101   14,591,329 58,314 SH   SOLE   58,314 0 0
UNITEDHEALTH GROUP INC COM 91324P102   4,807,452 9,535 SH   SOLE   9,535 0 0
UNION PAC CORP COM 907818108   522,107 2,564 SH   SOLE   2,564 0 0
UNITED PARCEL SERVICE INC CL B 911312106   653,719 4,194 SH   SOLE   4,194 0 0
VISA INC COM CL A 92826C839   27,620,751 120,085 SH   SOLE   120,085 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   22,521,381 64,765 SH   SOLE   64,765 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   14,408,064 38,400 SH   SOLE   38,400 0 0
ZOETIS INC CL A 98978V103   328,822 1,890 SH   SOLE   1,890 0 0