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
ABBOTT LABS COM 002824100   14,759,319 129,855 SH   SOLE   73,521 0 56,334
ABBVIE INC COM 00287Y109   33,889,721 186,105 SH   SOLE   114,721 0 71,384
ADOBE INC COM 00724F101   12,639,221 25,048 SH   SOLE   16,176 0 8,872
ADVANCED MICRO DEVICES INC COM 007903107   35,490,110 196,632 SH   SOLE   97,748 0 98,884
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   382,891 2,562 SH   SOLE   83 0 2,479
ALPHABET INC CAP STK CL A 02079K305   243,829,830 1,615,516 SH   SOLE   989,592 0 625,924
ALPHABET INC CAP STK CL C 02079K107   79,703,999 523,473 SH   SOLE   399,244 0 124,229
AMAZON COM INC COM 023135106   353,371,094 1,959,037 SH   SOLE   1,375,525 0 583,512
AMEDISYS INC COM 023436108   1,002,056 10,873 SH   SOLE   410 0 10,463
AMERICAN EXPRESS CO COM 025816109   478,377 2,101 SH   SOLE   0 0 2,101
AMETEK INC COM 031100100   25,516,013 139,508 SH   SOLE   59,837 0 79,671
AON PLC SHS CL A G0403H108   20,761,722 62,213 SH   SOLE   25,482 0 36,731
APOLLO GLOBAL MGMT INC COM 03769M106   281,125 2,500 SH   SOLE   2,500 0 0
APPLE INC COM 037833100   54,126,462 315,643 SH   SOLE   275,124 0 40,519
ARROWHEAD PHARMACEUTICALS IN COM 04280A100   232,375 8,125 SH   SOLE   267 0 7,858
ARVINAS INC COM 04335A105   277,980 6,734 SH   SOLE   219 0 6,515
AUTODESK INC COM 052769106   10,520,447 40,398 SH   SOLE   16,240 0 24,158
BANK AMERICA CORP COM 060505104   22,091,851 582,591 SH   SOLE   231,020 0 351,571
BARRICK GOLD CORP COM 067901108   1,382,501 83,083 SH   SOLE   19,105 0 63,978
BECTON DICKINSON & CO COM 075887109   494,900 2,000 SH   SOLE   0 0 2,000
BERKSHIRE HATHAWAY INC DEL CL A 084670108   60,271,800 95 SH   SOLE   89 0 6
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   31,808,553 75,641 SH   SOLE   12,815 0 62,826
BIOGEN INC COM 09062X103   551,366 2,557 SH   SOLE   2,000 0 557
BLACKSTONE INC COM 09260D107   275,877 2,100 SH   SOLE   2,100 0 0
BOOKING HOLDINGS INC COM 09857L108   6,435,859 1,774 SH   SOLE   881 0 893
BOSTON SCIENTIFIC CORP COM 101137107   3,825,372 55,853 SH   SOLE   18,671 0 37,182
BP PLC SPONSORED ADR 055622104   92,316 2,450 SH   SOLE   2,450 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   610,088 11,250 SH   SOLE   11,250 0 0
BROADCOM INC COM 11135F101   13,865,114 10,461 SH   SOLE   7,755 0 2,706
CASTLE BIOSCIENCES INC COM 14843C105   285,669 12,897 SH   SOLE   418 0 12,479
CENTRAIS ELETRICAS BRASILEIR SPONSORED ADR 15234Q207   13,076,593 1,566,059 SH   SOLE   1,566,059 0 0
CHEVRON CORP NEW COM 166764100   4,740,402 30,052 SH   SOLE   6,252 0 23,800
CHIPOTLE MEXICAN GRILL INC COM 169656105   55,984,390 19,260 SH   SOLE   14,132 0 5,128
CINTAS CORP COM 172908105   87,739,227 127,708 SH   SOLE   125,058 0 2,650
CISCO SYS INC COM 17275R102   1,482,029 29,820 SH   SOLE   5,049 0 24,771
CME GROUP INC COM 12572Q105   13,856,064 64,360 SH   SOLE   27,876 0 36,484
CNH INDL N V SHS N20944109   3,537,147 272,928 SH   SOLE   161,930 0 110,998
COCA COLA CO COM 191216100   2,034,235 33,250 SH   SOLE   29,200 0 4,050
CONSTELLATION BRANDS INC CL A 21036P108   1,185,689 4,363 SH   SOLE   963 0 3,400
CORTEVA INC COM 22052L104   326,701 5,665 SH   SOLE   0 0 5,665
COSTCO WHSL CORP NEW COM 22160K105   66,574,088 90,870 SH   SOLE   90,870 0 0
CRH PLC ORD G25508105   4,409,697 51,121 SH   SOLE   50,200 0 921
CROCS INC COM 227046109   14,380,000 100,000 SH Call SOLE   100,000 0 0
DANAHER CORPORATION COM 235851102   84,643,843 338,955 SH   SOLE   253,263 0 85,692
DAVITA INC COM 23918K108   414,150 3,000 SH   SOLE   3,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898   181,581 11,530 SH   SOLE   0 0 11,530
DEXCOM INC COM 252131107   10,031,339 72,324 SH   SOLE   48,268 0 24,056
DISNEY WALT CO COM 254687106   3,973,396 32,473 SH   SOLE   32,120 0 353
DROPBOX INC CL A 26210C104   354,148 14,574 SH   SOLE   3,251 0 11,323
ECOLAB INC COM 278865100   1,826,419 7,910 SH   SOLE   1,530 0 6,380
EDWARDS LIFESCIENCES CORP COM 28176E108   449,132 4,700 SH   SOLE   4,700 0 0
ELECTRONIC ARTS INC COM 285512109   22,709,124 171,170 SH   SOLE   66,544 0 104,626
ELI LILLY & CO COM 532457108   57,338,764 73,704 SH   SOLE   42,499 0 31,205
ENPHASE ENERGY INC COM 29355A107   3,421,193 28,279 SH   SOLE   14,229 0 14,050
EOG RES INC COM 26875P101   14,039,900 109,824 SH   SOLE   44,263 0 65,561
ETSY INC COM 29786A106   325,939 4,743 SH   SOLE   288 0 4,455
EXACT SCIENCES CORP COM 30063P105   11,369,969 164,639 SH   SOLE   99,463 0 65,176
FERRARI N V COM N3167Y103   545,400 1,250 SH   SOLE   600 0 650
FREEPORT-MCMORAN INC CL B 35671D857   5,200,412 110,600 SH   SOLE   65,000 0 45,600
GILEAD SCIENCES INC COM 375558103   954,081 13,025 SH   SOLE   11,800 0 1,225
GLOBUS MED INC CL A 379577208   468,599 8,736 SH   SOLE   285 0 8,451
HDFC BANK LTD SPONSORED ADS 40415F101   1,298,000 23,191 SH   SOLE   5,242 0 17,949
HOME DEPOT INC COM 437076102   2,586,998 6,744 SH   SOLE   3,990 0 2,754
HONEYWELL INTL INC COM 438516106   30,387,263 148,050 SH   SOLE   58,533 0 89,517
ICICI BANK LIMITED ADR 45104G104   1,907,911 72,242 SH   SOLE   15,520 0 56,722
ICON PLC SHS G4705A100   338,974 1,009 SH   SOLE   33 0 976
IDEXX LABS INC COM 45168D104   48,053,770 89,000 SH   SOLE   89,000 0 0
INTEL CORP COM 458140100   716,929 16,300 SH   SOLE   16,300 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   8,027,149 58,409 SH   SOLE   28,910 0 29,499
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   49,733,176 578,360 SH   SOLE   578,360 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   78,058,013 195,590 SH   SOLE   179,467 0 16,123
INVESCO QQQ TR UNIT SER 1 46090E103   31,609,072 71,190 SH   SOLE   4,473 0 66,717
IOVANCE BIOTHERAPEUTICS INC COM 462260100   798,650 53,890 SH   SOLE   1,758 0 52,132
IRHYTHM TECHNOLOGIES INC COM 450056106   368,996 3,181 SH   SOLE   103 0 3,078
ISHARES INC MSCI JPN ETF NEW 46434G822   245,444 3,440 SH   SOLE   3,440 0 0
ISHARES TR CORE S&P500 ETF 464287200   13,952,874 26,540 SH   SOLE   0 0 26,540
ISHARES TR CORE S&P SCP ETF 464287804   233,197 2,110 SH   SOLE   0 0 2,110
ISHARES TR ISHARES BIOTECH 464287556   2,233,942 16,280 SH   SOLE   0 0 16,280
ISHARES TR MSCI INDIA ETF 46429B598   877,649 17,012 SH   SOLE   9,417 0 7,595
ISHARES TR S&P 500 VAL ETF 464287408   12,275,285 65,710 SH   SOLE   420 0 65,290
JOHNSON & JOHNSON COM 478160104   2,715,173 17,164 SH   SOLE   9,536 0 7,628
JPMORGAN CHASE & CO COM 46625H100   38,239,473 190,911 SH   SOLE   190,820 0 91
LAUDER ESTEE COS INC CL A 518439104   14,169,930 91,923 SH   SOLE   91,200 0 723
LINDE PLC SHS G54950103   34,443,258 74,180 SH   SOLE   49,856 0 24,324
LOCKHEED MARTIN CORP COM 539830109   927,480 2,039 SH   SOLE   2,039 0 0
LOGITECH INTL S A SHS H50430232   1,224,269 13,654 SH   SOLE   12,425 0 1,229
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   8,553,063 83,624 SH   SOLE   33,063 0 50,561
MACROGENICS INC COM 556099109   241,644 16,416 SH   SOLE   534 0 15,882
MARVELL TECHNOLOGY INC COM 573874104   4,372,942 61,695 SH   SOLE   20,925 0 40,770
MASTERCARD INCORPORATED CL A 57636Q104   34,332,570 71,293 SH   SOLE   67,050 0 4,243
MCDONALDS CORP COM 580135101   72,176,944 255,992 SH   SOLE   167,000 0 88,992
MEDTRONIC PLC SHS G5960L103   36,836,649 422,681 SH   SOLE   169,553 0 253,128
MERCK & CO INC COM 58933Y105   65,960,090 499,887 SH   SOLE   235,664 0 264,223
META PLATFORMS INC CL A 30303M102   100,448,536 206,863 SH   SOLE   94,023 0 112,840
MICRON TECHNOLOGY INC COM 595112103   12,931,000 109,687 SH   SOLE   22,692 0 86,995
MICROSOFT CORP COM 594918104   346,192,015 826,347 SH   SOLE   555,338 0 271,009
MODERNA INC COM 60770K107   55,797,587 523,626 SH   SOLE   514,700 0 8,926
MONDELEZ INTL INC CL A 609207105   25,617,480 365,964 SH   SOLE   213,870 0 152,094
MOODYS CORP COM 615369105   23,974,044 60,998 SH   SOLE   25,606 0 35,392
MORGAN STANLEY COM NEW 617446448   578,237 6,141 SH   SOLE   0 0 6,141
NATERA INC COM 632307104   816,006 8,922 SH   SOLE   294 0 8,628
NEOGEN CORP COM 640491106   1,664,790 105,500 SH   SOLE   105,500 0 0
NETFLIX INC COM 64110L106   1,334,911 2,198 SH   SOLE   1,011 0 1,187
NEXTERA ENERGY INC COM 65339F101   458,299 7,171 SH   SOLE   4,665 0 2,506
NIKE INC CL B 654106103   47,492,699 505,349 SH   SOLE   360,014 0 145,335
NORTHROP GRUMMAN CORP COM 666807102   471,001 984 SH   SOLE   984 0 0
NOVAGOLD RES INC COM NEW 66987E206   24,040,152 8,000,000 SH   SOLE   8,000,000 0 0
NVIDIA CORPORATION COM 67066G104   199,984,031 221,329 SH   SOLE   186,315 0 35,014
OTIS WORLDWIDE CORP COM 68902V107   6,656,153 67,051 SH   SOLE   33,598 0 33,453
PALO ALTO NETWORKS INC COM 697435105   5,542,524 19,507 SH   SOLE   11,598 0 7,909
PARAMOUNT GLOBAL CLASS B COM 92556H206   11,040,260 938,000 SH   SOLE   938,000 0 0
PARKER-HANNIFIN CORP COM 701094104   3,582,067 6,445 SH   SOLE   4,370 0 2,075
PAYPAL HLDGS INC COM 70450Y103   514,215 7,676 SH   SOLE   3,800 0 3,876
PEPSICO INC COM 713448108   71,575,415 408,979 SH   SOLE   254,272 0 154,707
PERRIGO CO PLC SHS G97822103   278,444 8,650 SH   SOLE   8,650 0 0
PFIZER INC COM 717081103   643,800 23,200 SH   SOLE   14,200 0 9,000
PROCTER AND GAMBLE CO COM 742718109   10,524,346 64,865 SH   SOLE   41,801 0 23,064
PRUDENTIAL FINL INC COM 744320102   234,800 2,000 SH   SOLE   2,000 0 0
PTC INC COM 69370C100   630,493 3,337 SH   SOLE   2,161 0 1,176
PURE STORAGE INC CL A 74624M102   362,838 6,979 SH   SOLE   695 0 6,284
QUALCOMM INC COM 747525103   1,776,465 10,493 SH   SOLE   2,929 0 7,564
RANGE RES CORP COM 75281A109   28,872,998 838,600 SH   SOLE   838,600 0 0
REPLIGEN CORP COM 759916109   272,202 1,480 SH   SOLE   48 0 1,432
RIO TINTO PLC SPONSORED ADR 767204100   5,527,915 86,726 SH   SOLE   3,084 0 83,642
ROCKWELL AUTOMATION INC COM 773903109   1,068,016 3,666 SH   SOLE   3,230 0 436
ROLLINS INC COM 775711104   2,436,116 52,650 SH   SOLE   52,650 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   1,518,500 50,000 SH   SOLE   50,000 0 0
RTX CORPORATION COM 75513E101   652,573 6,691 SH   SOLE   5,641 0 1,050
SALESFORCE INC COM 79466L302   63,479,407 210,769 SH   SOLE   102,184 0 108,585
SCHLUMBERGER LTD COM STK 806857108   2,652,968 48,403 SH   SOLE   28,850 0 19,553
SELECT SECTOR SPDR TR ENERGY 81369Y506   656,150 6,950 SH   SOLE   1,110 0 5,840
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   299,892 2,030 SH   SOLE   0 0 2,030
SERVICENOW INC COM 81762P102   282,088 370 SH   SOLE   370 0 0
SNOWFLAKE INC CL A 833445109   2,609,840 16,150 SH   SOLE   15,350 0 800
SOPHIA GENETICS SA ORDINARY SHARES H82027105   1,099,390 223,000 SH   SOLE   223,000 0 0
SPDR GOLD TR GOLD SHS 78463V107   8,803,469 42,975 SH   SOLE   225 0 42,750
SPDR SER TR S&P BIOTECH 78464A870   670,872 7,070 SH   SOLE   7,070 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   27,071,477 51,755 SH   SOLE   3,424 0 48,331
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   222,560 400 SH   SOLE   0 0 400
S&P GLOBAL INC COM 78409V104   19,854,050 46,666 SH   SOLE   46,090 0 576
STARBUCKS CORP COM 855244109   13,370,205 146,919 SH   SOLE   61,242 0 85,677
STRYKER CORPORATION COM 863667101   916,147 2,560 SH   SOLE   633 0 1,927
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   57,431,331 422,134 SH   SOLE   173,960 0 248,174
TANDEM DIABETES CARE INC COM NEW 875372203   563,515 15,914 SH   SOLE   519 0 15,395
TENET HEALTHCARE CORP COM NEW 88033G407   475,833 4,527 SH   SOLE   148 0 4,379
TESLA INC COM 88160R101   5,176,137 29,445 SH   SOLE   13,178 0 16,267
TEXAS INSTRS INC COM 882508104   22,283,201 127,910 SH   SOLE   127,910 0 0
THE CIGNA GROUP COM 125523100   14,902,775 41,033 SH   SOLE   20,205 0 20,828
THERMO FISHER SCIENTIFIC INC COM 883556102   77,654,887 133,609 SH   SOLE   46,910 0 86,699
TJX COS INC NEW COM 872540109   1,383,267 13,639 SH   SOLE   481 0 13,158
UBS GROUP AG SHS H42097107   268,223 8,709 SH   SOLE   2,675 0 6,034
UNION PAC CORP COM 907818108   679,751 2,764 SH   SOLE   0 0 2,764
UNIQURE NV SHS N90064101   55,000 10,577 SH   SOLE   346 0 10,231
UNITEDHEALTH GROUP INC COM 91324P102   105,837,107 213,942 SH   SOLE   131,074 0 82,868
VALARIS LTD CL A G9460G101   27,164,495 360,942 SH   SOLE   360,800 0 142
VAXCYTE INC COM 92243G108   331,030 4,846 SH   SOLE   155 0 4,691
VERIZON COMMUNICATIONS INC COM 92343V104   970,325 23,125 SH   SOLE   23,125 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   433,894 1,038 SH   SOLE   34 0 1,004
VISA INC COM CL A 92826C839   135,719,395 486,310 SH   SOLE   326,521 0 159,789
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308   146,138 16,420 SH   SOLE   16,420 0 0
WALMART INC COM 931142103   1,371,876 22,800 SH   SOLE   22,800 0 0
WASTE MGMT INC DEL COM 94106L109   24,058,241 112,870 SH   SOLE   112,870 0 0
WELLS FARGO CO NEW COM 949746101   42,328,999 730,314 SH   SOLE   283,716 0 446,598
WEYERHAEUSER CO MTN BE COM NEW 962166104   629,646 17,534 SH   SOLE   11,897 0 5,637
WORKDAY INC CL A 98138H101   367,122 1,346 SH   SOLE   133 0 1,213
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   634,833 2,106 SH   SOLE   1,045 0 1,061
ZIMMER BIOMET HOLDINGS INC COM 98956P102   246,671 1,869 SH   SOLE   0 0 1,869
ZOETIS INC CL A 98978V103   71,772,114 424,160 SH   SOLE   424,160 0 0