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
ACUSHNET HLDGS CORP COM 005098108 BBG00D5L3ST3 6,395,336 100,319 SH   SOLE   100,319 0 0
AEROVIRONMENT INC COM 008073108 BBG001SPPWP6 1,527,208 7,617 SH   SOLE   7,617 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 99,152,096 597,842 SH   SOLE   562,777 0 35,065
AMAZON COM INC COM 023135106 BBG001S5PQL7 181,335,983 973,198 SH   SOLE   910,234 0 62,964
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 4,842,276 17,855 SH   SOLE   17,855 0 0
AMETEK INC COM 031100100 BBG001S5NN54 8,351,116 48,635 SH   SOLE   48,635 0 0
AMPHENOL CORP NEW CL A 032095101 BBG001S5NSK6 15,120,378 232,050 SH   SOLE   232,050 0 0
APPLE INC COM 037833100 BBG001S5N8V8 290,013,935 1,244,695 SH   SOLE   1,170,300 0 74,395
APPLOVIN CORP COM CL A 03831W108 BBG006HFPX86 8,963,041 68,656 SH   SOLE   68,656 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 BBG01J1GY084 29,024,452 202,954 SH   SOLE   202,954 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 98,588,473 118,318 SH   SOLE   109,949 0 8,369
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 721,688 1,568 SH   SOLE   1,568 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 14,418,240 83,584 SH   SOLE   83,584 0 0
CBRE GROUP INC CL A 12504L109 BBG001SC2D27 9,812,136 78,825 SH   SOLE   78,825 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG001SP50B3 150,663,912 2,614,785 SH   SOLE   2,504,847 0 109,938
CINTAS CORP COM 172908105 BBG001S7CRG1 18,776,256 91,200 SH   SOLE   91,200 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 BBG00B6BFX96 9,276,356 117,795 SH   SOLE   117,795 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 117,485,176 132,524 SH   SOLE   123,573 0 8,951
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 4,910,469 17,508 SH   SOLE   17,508 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 5,947,404 21,392 SH   SOLE   21,392 0 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 160,946,062 181,667 SH   SOLE   172,693 0 8,974
FERRARI N V COM N3167Y103 BBG009PH3Q95 22,251,717 47,333 SH   SOLE   47,333 0 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 5,331,117 18,947 SH   SOLE   18,947 0 0
GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 128,141,619 679,508 SH   SOLE   637,558 0 41,950
GE VERNOVA INC COM 36828A101 BBG013G17W77 76,884,119 301,530 SH   SOLE   269,870 0 31,660
HEICO CORP NEW COM 422806109 BBG001S5RVC4 27,646,542 105,731 SH   SOLE   105,731 0 0
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 70,495,348 334,323 SH   SOLE   310,862 0 23,461
KKR & CO INC COM 48251W104 BBG001S6PW05 11,315,671 86,657 SH   SOLE   86,657 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 16,625,808 21,469 SH   SOLE   21,469 0 0
LENNAR CORP CL A 526057104 BBG001S5SRK3 7,313,220 39,008 SH   SOLE   39,008 0 0
LINDE PLC SHS G54950103 BBG01FND0CH6 7,942,103 16,655 SH   SOLE   16,655 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 7,315,492 101,435 SH   SOLE   101,435 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 13,065,948 26,460 SH   SOLE   26,460 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 296,105,466 517,269 SH   SOLE   489,532 0 27,737
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 8,789,186 109,468 SH   SOLE   109,468 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 308,867,188 717,795 SH   SOLE   678,869 0 38,926
MSCI INC COM 55354G100 BBG001SV8B05 6,175,560 10,594 SH   SOLE   10,594 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 97,689,885 137,733 SH   SOLE   129,355 0 8,378
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 234,777,402 1,933,279 SH   SOLE   1,821,571 0 111,708
NVR INC COM 62944T105 BBG001S5TSM8 13,756,144 1,402 SH   SOLE   1,402 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 29,917,416 25,979 SH   SOLE   25,979 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 9,487,748 255,047 SH   SOLE   255,047 0 0
PULTE GROUP INC COM 745867101 BBG001S5V5K7 6,060,985 42,228 SH   SOLE   42,228 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 11,107,847 21,501 SH   SOLE   21,501 0 0
SAP SE SPON ADR 803054204 BBG001S6RD41 34,316,660 149,789 SH   SOLE   149,789 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 66,995,177 74,906 SH   SOLE   70,333 0 4,573
SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 91,762,628 240,424 SH   SOLE   240,424 0 0
SHOPIFY INC CL A 82509L107 BBG004DW5NC7 9,458,283 118,022 SH   SOLE   118,022 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG003T4VFD1 63,236,431 171,591 SH   SOLE   171,591 0 0
SWEETGREEN INC COM CL A 87043Q108 BBG005NTTSQ8 5,169,425 145,823 SH   SOLE   145,823 0 0
SYNOPSYS INC COM 871607107 BBG001S5VTR8 119,774,401 236,526 SH   SOLE   223,399 0 13,127
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 151,779,591 873,954 SH   SOLE   828,354 0 45,600
TESLA INC COM 88160R101 BBG001SQKGD7 100,660,834 384,745 SH   SOLE   361,152 0 23,593
TOLL BROTHERS INC COM 889478103 BBG001S5WT15 116,250,944 752,482 SH   SOLE   713,799 0 38,683
TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 978,898 1,677 SH   SOLE   1,677 0 0
UNITED RENTALS INC COM 911363109 BBG001SBGZ25 16,170,308 19,970 SH   SOLE   19,970 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 70,206,036 120,076 SH   SOLE   116,356 0 3,720
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 9,964,321 100,154 SH   SOLE   100,154 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 59,072,733 214,849 SH   SOLE   197,653 0 17,196
WASTE CONNECTIONS INC COM 94106B101 BBG001SKJ4K1 731,553 4,091 SH   SOLE   4,091 0 0
WATSCO INC COM 942622200 BBG001S82CQ2 9,337,850 18,984 SH   SOLE   18,984 0 0