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   29,706,240 180,147 SH   SOLE   180,147 0 0
ABBVIE INC COM 00287Y109   5,309,571 33,316 SH   SOLE   33,316 0 0
AIRBNB INC COM CL A 009066101   12,539,520 100,800 SH   SOLE   100,800 0 0
ABBOTT LABS COM 002824100   1,643,754 16,233 SH   SOLE   16,233 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   4,627,523 12,008 SH   SOLE   12,008 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   835,976 3,755 SH   SOLE   3,755 0 0
ALIGN TECHNOLOGY INC COM 016255101   13,465,842 40,300 SH   SOLE   40,300 0 0
ADVANCED MICRO DEVICES INC COM 007903107   20,871,230 212,950 SH   SOLE   212,950 0 0
AMGEN INC COM 031162100   276,804 1,145 SH   SOLE   1,145 0 0
AMERICAN TOWER CORP NEW COM 03027X100   2,847,274 13,934 SH   SOLE   13,934 0 0
AMAZON COM INC COM 023135106   3,555,758 34,425 SH   SOLE   34,425 0 0
ARISTA NETWORKS INC COM 040413106   12,970,206 77,268 SH   SOLE   77,268 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   10,619,076 15,600 SH   SOLE   15,600 0 0
ATMOS ENERGY CORP COM 049560105   855,060 7,610 SH   SOLE   7,610 0 0
BROADCOM INC COM 11135F101   3,419,408 5,330 SH   SOLE   5,330 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   1,179,244 8,050 SH   SOLE   8,050 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   1,130,828 16,292 SH   SOLE   16,292 0 0
BCE INC COM NEW 05534B760   1,955,084 43,650 SH   SOLE   43,650 0 0
TOPBUILD CORP COM 89055F103   473,727 2,276 SH   SOLE   2,276 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,334,218 19,250 SH   SOLE   19,250 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   783,349 2,537 SH   SOLE   2,537 0 0
CROWN CASTLE INC COM 22822V101   6,091,728 45,515 SH   SOLE   45,515 0 0
CHURCH & DWIGHT CO INC COM 171340102   3,196,906 36,160 SH   SOLE   36,160 0 0
THE CIGNA GROUP COM 125523100   617,105 2,415 SH   SOLE   2,415 0 0
CLOROX CO DEL COM 189054109   224,068 1,416 SH   SOLE   1,416 0 0
COSTCO WHSL CORP NEW COM 22160K105   12,471,437 25,100 SH   SOLE   25,100 0 0
SALESFORCE INC COM 79466L302   5,010,283 25,079 SH   SOLE   25,079 0 0
DOORDASH INC CL A 25809K105   4,404,708 69,300 SH   SOLE   69,300 0 0
DANAHER CORPORATION COM 235851102   6,342,839 25,166 SH   SOLE   25,166 0 0
DYNATRACE INC COM NEW 268150109   4,551,480 107,600 SH   SOLE   107,600 0 0
DEXCOM INC COM 252131107   5,228,100 45,000 SH   SOLE   45,000 0 0
ECOLAB INC COM 278865100   355,890 2,150 SH   SOLE   2,150 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   8,535,198 216,300 SH   SOLE   216,300 0 0
ISHARES TR MSCI EAFE ETF 464287465   9,454,944 132,200 SH   SOLE   132,200 0 0
FISERV INC COM 337738108   233,181 2,063 SH   SOLE   2,063 0 0
FIRST SOLAR INC COM 336433107   10,679,250 49,100 SH   SOLE   49,100 0 0
GILEAD SCIENCES INC COM 375558103   812,940 9,798 SH   SOLE   9,798 0 0
GENERAL MLS INC COM 370334104   2,852,484 33,378 SH   SOLE   33,378 0 0
ALPHABET INC CAP STK CL A 02079K305   1,614,454 15,564 SH   SOLE   15,564 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   9,581,691 375,900 SH   SOLE   375,900 0 0
GRAINGER W W INC COM 384802104   10,814,317 15,700 SH   SOLE   15,700 0 0
HOME DEPOT INC COM 437076102   738,095 2,501 SH   SOLE   2,501 0 0
HOLOGIC INC COM 436440101   427,710 5,300 SH   SOLE   5,300 0 0
HENRY SCHEIN INC COM 806407102   1,250,008 15,330 SH   SOLE   15,330 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   830,321 14,463 SH   SOLE   14,463 0 0
ILLUMINA INC COM 452327109   1,762,729 7,580 SH   SOLE   7,580 0 0
INTUIT COM 461202103   11,636,163 26,100 SH   SOLE   26,100 0 0
INGERSOLL RAND INC COM 45687V106   6,388,164 109,800 SH   SOLE   109,800 0 0
ILLINOIS TOOL WKS INC COM 452308109   1,504,521 6,180 SH   SOLE   6,180 0 0
JOHNSON & JOHNSON COM 478160104   1,733,830 11,186 SH   SOLE   11,186 0 0
JPMORGAN CHASE & CO COM 46625H100   1,344,408 10,317 SH   SOLE   10,317 0 0
LINDE PLC SHS G54950103   14,750,760 41,500 SH   SOLE   41,500 0 0
LILLY ELI & CO COM 532457108   3,496,016 10,180 SH   SOLE   10,180 0 0
LPL FINL HLDGS INC COM 50212V100   1,335,840 6,600 SH   SOLE   6,600 0 0
MASTERCARD INCORPORATED CL A 57636Q104   6,334,963 17,432 SH   SOLE   17,432 0 0
MASCO CORP COM 574599106   1,234,746 24,834 SH   SOLE   24,834 0 0
MASIMO CORP COM 574795100   2,297,892 12,452 SH   SOLE   12,452 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   3,651,076 67,600 SH   SOLE   67,600 0 0
MICROSOFT CORP COM 594918104   31,964,686 110,873 SH   SOLE   110,873 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   927,884 9,167 SH   SOLE   9,167 0 0
NEXTERA ENERGY INC COM 65339F101   369,984 4,800 SH   SOLE   4,800 0 0
NIKE INC CL B 654106103   1,955,495 15,945 SH   SOLE   15,945 0 0
ON SEMICONDUCTOR CORP COM 682189105   14,233,128 172,900 SH   SOLE   172,900 0 0
ON HLDG AG NAMEN AKT A H5919C104   6,739,716 217,200 SH   SOLE   217,200 0 0
ORACLE CORP COM 68389X105   300,410 3,233 SH   SOLE   3,233 0 0
PALO ALTO NETWORKS INC COM 697435105   16,431,212 82,263 SH   SOLE   82,263 0 0
PACCAR INC COM 693718108   12,561,120 171,600 SH   SOLE   171,600 0 0
PEPSICO INC COM 713448108   227,146 1,246 SH   SOLE   1,246 0 0
PFIZER INC COM 717081103   502,656 12,320 SH   SOLE   12,320 0 0
PROCTER AND GAMBLE CO COM 742718109   3,163,677 21,277 SH   SOLE   21,277 0 0
QORVO INC COM 74736K101   282,669 2,783 SH   SOLE   2,783 0 0
REGENERON PHARMACEUTICALS COM 75886F107   16,918,185 20,590 SH   SOLE   20,590 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604   539,802 4,066 SH   SOLE   4,066 0 0
ROYAL GOLD INC COM 780287108   233,478 1,800 SH   SOLE   1,800 0 0
SHERWIN WILLIAMS CO COM 824348106   640,594 2,850 SH   SOLE   2,850 0 0
SPLUNK INC COM 848637104   8,322,384 86,800 SH   SOLE   86,800 0 0
STERIS PLC SHS USD G8473T100   965,964 5,050 SH   SOLE   5,050 0 0
STRYKER CORPORATION COM 863667101   1,196,976 4,193 SH   SOLE   4,193 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   7,024,221 12,187 SH   SOLE   12,187 0 0
TESLA INC COM 88160R101   21,368,173 102,999 SH   SOLE   102,999 0 0
UNITEDHEALTH GROUP INC COM 91324P102   4,562,856 9,655 SH   SOLE   9,655 0 0
UNION PAC CORP COM 907818108   516,031 2,564 SH   SOLE   2,564 0 0
UNITED PARCEL SERVICE INC CL B 911312106   1,023,103 5,274 SH   SOLE   5,274 0 0
UNITED RENTALS INC COM 911363109   10,685,520 27,000 SH   SOLE   27,000 0 0
VISA INC COM CL A 92826C839   21,756,890 96,500 SH   SOLE   96,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   17,562,002 55,740 SH   SOLE   55,740 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   872,925 22,446 SH   SOLE   22,446 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   12,091,803 34,900 SH   SOLE   34,900 0 0
ZOETIS INC CL A 98978V103   249,660 1,500 SH   SOLE   1,500 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   1,638,054 19,800 SH   SOLE   19,800 0 0