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   27,972,332 163,123 SH   SOLE   163,123 0 0
ABBVIE INC COM 00287Y109   5,852,876 32,141 SH   SOLE   32,141 0 0
AIRBNB INC COM CL A 009066101   5,658,128 34,300 SH   SOLE   34,300 0 0
ABBOTT LABS COM 002824100   1,634,772 14,383 SH   SOLE   14,383 0 0
ADOBE INC COM 00724F101   5,706,017 11,308 SH   SOLE   11,308 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   907,555 3,634 SH   SOLE   3,634 0 0
AUTODESK INC COM 052769106   29,960,019 115,045 SH   SOLE   115,045 0 0
ADVANCED MICRO DEVICES INC COM 007903107   20,334,003 112,660 SH   SOLE   112,660 0 0
AMGEN INC COM 031162100   311,330 1,095 SH   SOLE   1,095 0 0
AMERICAN TOWER CORP NEW COM 03027X100   2,499,514 12,650 SH   SOLE   12,650 0 0
AMAZON COM INC COM 023135106   41,167,226 228,225 SH   SOLE   228,225 0 0
ARISTA NETWORKS INC COM 040413106   1,281,132 4,418 SH   SOLE   4,418 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   29,468,322 30,365 SH   SOLE   30,365 0 0
ATMOS ENERGY CORP COM 049560105   815,448 6,860 SH   SOLE   6,860 0 0
BROADCOM INC COM 11135F101   6,348,714 4,790 SH   SOLE   4,790 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   971,570 7,950 SH   SOLE   7,950 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   996,332 14,706 SH   SOLE   14,706 0 0
BCE INC COM NEW 05534B760   1,056,778 31,100 SH   SOLE   31,100 0 0
TOPBUILD CORP COM 89055F103   914,074 2,074 SH   SOLE   2,074 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   33,660,523 80,045 SH   SOLE   80,045 0 0
CHURCH & DWIGHT CO INC COM 171340102   3,483,537 33,396 SH   SOLE   33,396 0 0
THE CIGNA GROUP COM 125523100   753,256 2,074 SH   SOLE   2,074 0 0
COSTCO WHSL CORP NEW COM 22160K105   17,557,478 23,965 SH   SOLE   23,965 0 0
SALESFORCE INC COM 79466L302   6,368,150 21,144 SH   SOLE   21,144 0 0
DOORDASH INC CL A 25809K105   19,074,220 138,500 SH   SOLE   138,500 0 0
DANAHER CORPORATION COM 235851102   6,171,081 24,712 SH   SOLE   24,712 0 0
ECOLAB INC COM 278865100   484,890 2,100 SH   SOLE   2,100 0 0
EATON CORP PLC SHS G29183103   11,237,719 35,940 SH   SOLE   35,940 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   1,810,862 18,950 SH   SOLE   18,950 0 0
FISERV INC COM 337738108   249,799 1,563 SH   SOLE   1,563 0 0
FIRST SOLAR INC COM 336433107   337,600 2,000 SH   SOLE   2,000 0 0
GILEAD SCIENCES INC COM 375558103   629,804 8,598 SH   SOLE   8,598 0 0
GENERAL MLS INC COM 370334104   2,072,022 29,613 SH   SOLE   29,613 0 0
ALPHABET INC CAP STK CL A 02079K305   3,781,551 25,055 SH   SOLE   25,055 0 0
GRAINGER W W INC COM 384802104   24,923,850 24,500 SH   SOLE   24,500 0 0
HOME DEPOT INC COM 437076102   935,600 2,439 SH   SOLE   2,439 0 0
HOLOGIC INC COM 436440101   420,984 5,400 SH   SOLE   5,400 0 0
HENRY SCHEIN INC COM 806407102   1,063,322 14,080 SH   SOLE   14,080 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   512,713 14,463 SH   SOLE   14,463 0 0
ILLUMINA INC COM 452327109   492,292 3,585 SH   SOLE   3,585 0 0
INTUIT COM 461202103   27,179,750 41,815 SH   SOLE   41,815 0 0
INGERSOLL RAND INC COM 45687V106   17,955,045 189,100 SH   SOLE   189,100 0 0
ILLINOIS TOOL WKS INC COM 452308109   1,447,074 5,393 SH   SOLE   5,393 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   42,501,630 202,100 SH   SOLE   202,100 0 0
JOHNSON & JOHNSON COM 478160104   274,143 1,733 SH   SOLE   1,733 0 0
JPMORGAN CHASE & CO COM 46625H100   1,923,481 9,603 SH   SOLE   9,603 0 0
KKR & CO INC COM 48251W104   19,130,316 190,200 SH   SOLE   190,200 0 0
LINDE PLC SHS G54950103   17,040,544 36,700 SH   SOLE   36,700 0 0
ELI LILLY & CO COM 532457108   35,716,922 45,911 SH   SOLE   45,911 0 0
MASTERCARD INCORPORATED CL A 57636Q104   7,691,636 15,972 SH   SOLE   15,972 0 0
MASCO CORP COM 574599106   1,766,991 22,401 SH   SOLE   22,401 0 0
MASIMO CORP COM 574795100   1,586,274 10,802 SH   SOLE   10,802 0 0
MCKESSON CORP COM 58155Q103   10,898,055 20,300 SH   SOLE   20,300 0 0
META PLATFORMS INC CL A 30303M102   16,849,626 34,700 SH   SOLE   34,700 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   297,289 5,015 SH   SOLE   5,015 0 0
MICROSOFT CORP COM 594918104   41,073,631 97,627 SH   SOLE   97,627 0 0
MICRON TECHNOLOGY INC COM 595112103   26,761,030 227,000 SH   SOLE   227,000 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   712,633 5,167 SH   SOLE   5,167 0 0
NEXTERA ENERGY INC COM 65339F101   306,768 4,800 SH   SOLE   4,800 0 0
NIKE INC CL B 654106103   353,365 3,760 SH   SOLE   3,760 0 0
NVIDIA CORPORATION COM 67066G104   9,487,380 10,500 SH   SOLE   10,500 0 0
NOVO-NORDISK A S ADR 670100205   15,795,254 123,016 SH   SOLE   123,016 0 0
ON HLDG AG NAMEN AKT A H5919C104   6,679,744 188,800 SH   SOLE   188,800 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   11,288,800 10,000 SH   SOLE   10,000 0 0
PALO ALTO NETWORKS INC COM 697435105   2,041,474 7,185 SH   SOLE   7,185 0 0
PACCAR INC COM 693718108   28,036,307 226,300 SH   SOLE   226,300 0 0
PEPSICO INC COM 713448108   220,889 1,262 SH   SOLE   1,262 0 0
PROCTER AND GAMBLE CO COM 742718109   3,160,143 19,477 SH   SOLE   19,477 0 0
QORVO INC COM 74736K101   285,123 2,483 SH   SOLE   2,483 0 0
REGENERON PHARMACEUTICALS COM 75886F107   7,786,544 8,090 SH   SOLE   8,090 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604   755,318 3,916 SH   SOLE   3,916 0 0
ROYAL GOLD INC COM 780287108   207,077 1,700 SH   SOLE   1,700 0 0
SHERWIN WILLIAMS CO COM 824348106   755,443 2,175 SH   SOLE   2,175 0 0
STERIS PLC SHS USD G8473T100   989,208 4,400 SH   SOLE   4,400 0 0
STRYKER CORPORATION COM 863667101   1,375,294 3,843 SH   SOLE   3,843 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   6,878,620 11,835 SH   SOLE   11,835 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   10,747,160 35,800 SH   SOLE   35,800 0 0
UNITEDHEALTH GROUP INC COM 91324P102   4,420,144 8,935 SH   SOLE   8,935 0 0
UNION PAC CORP COM 907818108   630,565 2,564 SH   SOLE   2,564 0 0
UNITED PARCEL SERVICE INC CL B 911312106   407,841 2,744 SH   SOLE   2,744 0 0
VISA INC COM CL A 92826C839   32,512,820 116,500 SH   SOLE   116,500 0 0
VERALTO CORP COM SHS 92338C103   589,146 6,645 SH   SOLE   6,645 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   16,737,120 40,040 SH   SOLE   40,040 0 0
ZOETIS INC CL A 98978V103   302,886 1,790 SH   SOLE   1,790 0 0