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
APPLE INC COM 037833100   19,634,980 101,984 SH   SOLE   101,984 0 0
AIRBNB INC COM CL A 009066101   1,011,384 7,429 SH   SOLE   7,429 0 0
ADOBE INC COM 00724F101   4,614,701 7,735 SH   SOLE   7,735 0 0
ANALOG DEVICES INC COM 032654105   1,672,669 8,424 SH   SOLE   8,424 0 0
AUTOMATIC DATA PROCESSING INC COM COM 053015103   1,630,091 6,997 SH   SOLE   6,997 0 0
AUTODESK INC COM 052769106   882,372 3,624 SH   SOLE   3,624 0 0
AMERICAN ELEC PWR CO INC COM 025537101   722,858 8,900 SH   SOLE   8,900 0 0
APPLIED MATLS INC COM 038222105   2,320,680 14,319 SH   SOLE   14,319 0 0
ADVANCED MICRO DEVICES INC COM 007903107   4,049,353 27,470 SH   SOLE   27,470 0 0
AMGEN INC COM 031162100   2,602,261 9,035 SH   SOLE   9,035 0 0
AMAZON COM INC COM 023135106   10,255,798 67,499 SH   SOLE   67,499 0 0
ANSYS INC COM 03662Q105   522,910 1,441 SH   SOLE   1,441 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   1,132,352 1,496 SH   SOLE   1,496 0 0
BROADCOM INC COM 11135F101   8,947,860 8,016 SH   SOLE   8,016 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   661,377 9,820 SH   SOLE   9,820 0 0
BIOGEN INC COM 09062X103   636,574 2,460 SH   SOLE   2,460 0 0
BOOKING HOLDINGS INC COM 09857L108   2,096,407 591 SH   SOLE   591 0 0
BAKER HUGHES COMPANY COM 05722G100   561,851 16,438 SH   SOLE   16,438 0 0
COCA-COLA EUROPACIFIC PARTNERS SHS SHS G25839104   517,035 7,747 SH   SOLE   7,747 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   1,255,898 4,611 SH   SOLE   4,611 0 0
CDW CORP COM 12514G108   509,424 2,241 SH   SOLE   2,241 0 0
CONSTELLATION ENERGY CORP COM 21037T109   641,025 5,484 SH   SOLE   5,484 0 0
CHARTER COMMUNICATIONS INC NEW CL A CL A 16119P108   976,364 2,512 SH   SOLE   2,512 0 0
COMCAST CORP NEW CL A 20030N101   2,942,565 67,552 SH   SOLE   67,552 0 0
COSTCO WHSL CORP NEW COM 22160K105   4,889,213 7,407 SH   SOLE   7,407 0 0
COPART INC COM 217204106   795,221 16,229 SH   SOLE   16,229 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   976,344 3,824 SH   SOLE   3,824 0 0
CISCO SYS INC COM 17275R102   3,463,550 68,558 SH   SOLE   68,558 0 0
COSTAR GROUP INC COM 22160N109   608,759 6,966 SH   SOLE   6,966 0 0
CSX CORP COM 126408103   1,152,916 33,254 SH   SOLE   33,254 0 0
CINTAS CORP COM 172908105   1,045,615 1,735 SH   SOLE   1,735 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A CL A 192446102   643,365 8,518 SH   SOLE   8,518 0 0
DOORDASH INC CL A 25809K105   625,677 6,327 SH   SOLE   6,327 0 0
DATADOG INC CL A COM 23804L103   621,830 5,123 SH   SOLE   5,123 0 0
DOLLAR TREE INC COM 256746108   507,545 3,573 SH   SOLE   3,573 0 0
DEXCOM INC COM 252131107   799,884 6,446 SH   SOLE   6,446 0 0
ELECTRONIC ARTS INC COM 285512109   627,547 4,587 SH   SOLE   4,587 0 0
EXELON CORP COM 30161N101   608,397 16,947 SH   SOLE   16,947 0 0
DIAMONDBACK ENERGY INC COM 25278X109   451,593 2,912 SH   SOLE   2,912 0 0
FASTENAL CO COM 311900104   628,334 9,701 SH   SOLE   9,701 0 0
FORTINET INC COM 34959E109   756,032 12,917 SH   SOLE   12,917 0 0
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 36266G107   601,395 7,778 SH   SOLE   7,778 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   549,763 9,072 SH   SOLE   9,072 0 0
GILEAD SCIENCES INC COM 375558103   1,707,205 21,074 SH   SOLE   21,074 0 0
ALPHABET INC CAP STK CL C 02079K107   5,295,445 37,575 SH   SOLE   37,575 0 0
ALPHABET INC CAP STK CL A 02079K305   5,424,861 38,835 SH   SOLE   38,835 0 0
HONEYWELL INTL INC COM 438516106   2,362,803 11,267 SH   SOLE   11,267 0 0
IDEXX LABS INC COM 45168D104   784,841 1,414 SH   SOLE   1,414 0 0
ILLUMINA INC COM 452327109   368,151 2,644 SH   SOLE   2,644 0 0
INTEL CORP COM 458140100   3,648,904 72,615 SH   SOLE   72,615 0 0
INTUIT COM 461202103   2,948,267 4,717 SH   SOLE   4,717 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   2,011,340 5,962 SH   SOLE   5,962 0 0
KEURIG DR PEPPER INC COM 49271V100   791,717 23,761 SH   SOLE   23,761 0 0
KRAFT HEINZ CO COM 500754106   769,924 20,820 SH   SOLE   20,820 0 0
KLA CORP COM NEW 482480100   1,345,710 2,315 SH   SOLE   2,315 0 0
LAM RESEARCH CORP COM 512807108   1,758,419 2,245 SH   SOLE   2,245 0 0
LULULEMON ATHLETICA INC COM 550021109   1,047,633 2,049 SH   SOLE   2,049 0 0
MARRIOTT INTL INC NEW CL A 571903202   1,123,491 4,982 SH   SOLE   4,982 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   834,706 9,256 SH   SOLE   9,256 0 0
MONGODB INC CL A 60937P106   494,709 1,210 SH   SOLE   1,210 0 0
MONDELEZ INTL INC CL A 609207105   1,651,694 22,804 SH   SOLE   22,804 0 0
MERCADOLIBRE INC COM 58733R102   1,342,095 854 SH   SOLE   854 0 0
META PLATFORMS INC CL A 30303M102   8,176,122 23,099 SH   SOLE   23,099 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   1,018,660 17,682 SH   SOLE   17,682 0 0
MODERNA INC COM 60770K107   656,668 6,603 SH   SOLE   6,603 0 0
MARVELL TECHNOLOGY INC COM 573874104   879,561 14,584 SH   SOLE   14,584 0 0
MICROSOFT CORP COM 594918104   18,225,907 48,468 SH   SOLE   48,468 0 0
MICRON TECHNOLOGY INC COM 595112103   1,604,477 18,801 SH   SOLE   18,801 0 0
NETFLIX INC COM 64110L106   3,598,043 7,390 SH   SOLE   7,390 0 0
NVIDIA CORPORATION COM 67066G104   8,012,164 16,179 SH   SOLE   16,179 0 0
NXP SEMICONDUCTORS N V COM N6596X109   1,006,917 4,384 SH   SOLE   4,384 0 0
OLD DOMINION FREIGHT LINE INC COM COM 679580100   749,861 1,850 SH   SOLE   1,850 0 0
ON SEMICONDUCTOR CORP COM 682189105   602,168 7,209 SH   SOLE   7,209 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   940,579 990 SH   SOLE   990 0 0
PALO ALTO NETWORKS INC COM 697435105   1,577,018 5,348 SH   SOLE   5,348 0 0
PAYCHEX INC COM 704326107   731,335 6,140 SH   SOLE   6,140 0 0
PACCAR INC COM 693718108   867,034 8,879 SH   SOLE   8,879 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   1,645,402 11,246 SH   SOLE   11,246 0 0
PEPSICO INC COM 713448108   3,936,212 23,176 SH   SOLE   23,176 0 0
PAYPAL HLDGS INC COM 70450Y103   1,119,750 18,234 SH   SOLE   18,234 0 0
QUALCOMM INC COM 747525103   2,715,428 18,775 SH   SOLE   18,775 0 0
REGENERON PHARMACEUTICALS COM 75886F107   1,603,758 1,826 SH   SOLE   1,826 0 0
ROPER TECHNOLOGIES INC COM 776696106   979,125 1,796 SH   SOLE   1,796 0 0
ROSS STORES INC COM 778296103   792,975 5,730 SH   SOLE   5,730 0 0
STARBUCKS CORP COM 855244109   1,854,817 19,319 SH   SOLE   19,319 0 0
SIRIUS XM HOLDINGS INC COM 82968B103   355,167 64,930 SH   SOLE   64,930 0 0
SYNOPSYS INC COM 871607107   1,318,685 2,561 SH   SOLE   2,561 0 0
SPLUNK INC COM 848637104   433,893 2,848 SH   SOLE   2,848 0 0
ATLASSIAN CORPORATION CL A 049468101   606,781 2,551 SH   SOLE   2,551 0 0
T-MOBILE US INC COM 872590104   3,138,941 19,578 SH   SOLE   19,578 0 0
TESLA INC COM 88160R101   7,808,484 31,425 SH   SOLE   31,425 0 0
THE TRADE DESK INC COM CL A 88339J105   549,630 7,638 SH   SOLE   7,638 0 0
TAKE-TWO INTERACTIVE SOFTWARE COM 874054109   469,330 2,916 SH   SOLE   2,916 0 0
TEXAS INSTRS INC COM 882508104   2,639,232 15,483 SH   SOLE   15,483 0 0
VERISK ANALYTICS INC COM 92345Y106   587,118 2,458 SH   SOLE   2,458 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   1,737,420 4,270 SH   SOLE   4,270 0 0
WALGREENS BOOTS ALLIANCE INC COM COM 931427108   367,420 14,072 SH   SOLE   14,072 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   463,041 40,689 SH   SOLE   40,689 0 0
WORKDAY INC CL A 98138H101   975,044 3,532 SH   SOLE   3,532 0 0
XCEL ENERGY INC COM 98389B100   578,982 9,352 SH   SOLE   9,352 0 0
ZSCALER INC COM 98980G102   556,116 2,510 SH   SOLE   2,510 0 0