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
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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   35,685,814 153,158 SH   SOLE   153,158 0 0
ABBVIE INC COM 00287Y109   5,954,219 30,151 SH   SOLE   30,151 0 0
ABBOTT LABS COM 002824100   1,121,060 9,833 SH   SOLE   9,833 0 0
ADOBE INC COM 00724F101   5,241,487 10,123 SH   SOLE   10,123 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   798,089 2,884 SH   SOLE   2,884 0 0
AUTODESK INC COM 052769106   29,790,407 108,140 SH   SOLE   108,140 0 0
ADVANCED MICRO DEVICES INC COM 007903107   44,117,010 268,875 SH   SOLE   268,875 0 0
AMGEN INC COM 031162100   256,157 795 SH   SOLE   795 0 0
AMERICAN TOWER CORP NEW COM 03027X100   2,825,604 12,150 SH   SOLE   12,150 0 0
AMAZON COM INC COM 023135106   46,618,834 250,195 SH   SOLE   250,195 0 0
ARISTA NETWORKS INC COM 040413106   1,695,717 4,418 SH   SOLE   4,418 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   19,452,221 23,345 SH   SOLE   23,345 0 0
ATMOS ENERGY CORP COM 049560105   937,680 6,760 SH   SOLE   6,760 0 0
BROADCOM INC COM 11135F101   7,212,225 41,810 SH   SOLE   41,810 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   1,134,530 7,758 SH   SOLE   7,758 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   1,065,575 13,677 SH   SOLE   13,677 0 0
BOOKING HOLDINGS INC COM 09857L108   5,686,362 1,350 SH   SOLE   1,350 0 0
TOPBUILD CORP COM 89055F103   830,299 2,041 SH   SOLE   2,041 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   41,335,951 89,810 SH   SOLE   89,810 0 0
BLACKSTONE INC COM 09260D107   14,785,161 96,553 SH   SOLE   96,553 0 0
CHURCH & DWIGHT CO INC COM 171340102   3,306,639 31,576 SH   SOLE   31,576 0 0
THE CIGNA GROUP COM 125523100   710,202 2,050 SH   SOLE   2,050 0 0
COSTCO WHSL CORP NEW COM 22160K105   25,398,798 28,650 SH   SOLE   28,650 0 0
SALESFORCE INC COM 79466L302   4,424,248 16,164 SH   SOLE   16,164 0 0
DANAHER CORPORATION COM 235851102   6,577,119 23,657 SH   SOLE   23,657 0 0
ECOLAB INC COM 278865100   517,043 2,025 SH   SOLE   2,025 0 0
ISHARES TR MSCI EAFE ETF 464287465   16,575,466 198,200 SH   SOLE   198,200 0 0
EATON CORP PLC SHS G29183103   18,573,898 56,040 SH   SOLE   56,040 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   1,240,612 18,800 SH   SOLE   18,800 0 0
FISERV INC COM 337738108   280,793 1,563 SH   SOLE   1,563 0 0
FIRST SOLAR INC COM 336433107   498,880 2,000 SH   SOLE   2,000 0 0
GILEAD SCIENCES INC COM 375558103   655,210 7,815 SH   SOLE   7,815 0 0
GENERAL MLS INC COM 370334104   1,990,258 26,950 SH   SOLE   26,950 0 0
ALPHABET INC CAP STK CL A 02079K305   6,931,701 41,795 SH   SOLE   41,795 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   17,774,449 35,900 SH   SOLE   35,900 0 0
GRAINGER W W INC COM 384802104   5,194,050 5,000 SH   SOLE   5,000 0 0
HOME DEPOT INC COM 437076102   866,723 2,139 SH   SOLE   2,139 0 0
HENRY SCHEIN INC COM 806407102   222,345 3,050 SH   SOLE   3,050 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   262,793 14,463 SH   SOLE   14,463 0 0
INTUIT COM 461202103   8,787,150 14,150 SH   SOLE   14,150 0 0
INGERSOLL RAND INC COM 45687V106   18,297,024 186,400 SH   SOLE   186,400 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   13,239,726 26,950 SH   SOLE   26,950 0 0
ILLINOIS TOOL WKS INC COM 452308109   933,765 3,563 SH   SOLE   3,563 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   42,101,634 190,600 SH   SOLE   190,600 0 0
JOHNSON & JOHNSON COM 478160104   216,026 1,333 SH   SOLE   1,333 0 0
JPMORGAN CHASE & CO. COM 46625H100   2,029,106 9,623 SH   SOLE   9,623 0 0
KKR & CO INC COM 48251W104   39,369,870 301,500 SH   SOLE   301,500 0 0
SPDR SER TR S&P REGL BKG 78464A698   11,376,600 201,000 SH   SOLE   201,000 0 0
LINDE PLC SHS G54950103   398,178 835 SH   SOLE   835 0 0
ELI LILLY & CO COM 532457108   36,147,238 40,801 SH   SOLE   40,801 0 0
MASTERCARD INCORPORATED CL A 57636Q104   7,378,360 14,942 SH   SOLE   14,942 0 0
MASCO CORP COM 574599106   1,779,612 21,201 SH   SOLE   21,201 0 0
MASIMO CORP COM 574795100   1,166,904 8,752 SH   SOLE   8,752 0 0
META PLATFORMS INC CL A 30303M102   21,008,548 36,700 SH   SOLE   36,700 0 0
MICROSOFT CORP COM 594918104   41,041,584 95,379 SH   SOLE   95,379 0 0
MICRON TECHNOLOGY INC COM 595112103   34,828,411 335,825 SH   SOLE   335,825 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   589,581 5,117 SH   SOLE   5,117 0 0
NEXTERA ENERGY INC COM 65339F101   405,744 4,800 SH   SOLE   4,800 0 0
NETFLIX INC COM 64110L106   231,222 326 SH   SOLE   326 0 0
NOVO-NORDISK A S ADR 670100205   17,709,281 148,730 SH   SOLE   148,730 0 0
ON HLDG AG NAMEN AKT A H5919C104   14,182,420 282,800 SH   SOLE   282,800 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   22,859,260 19,850 SH   SOLE   19,850 0 0
PALO ALTO NETWORKS INC COM 697435105   2,083,271 6,095 SH   SOLE   6,095 0 0
PROCTER AND GAMBLE CO COM 742718109   3,062,349 17,681 SH   SOLE   17,681 0 0
QORVO INC COM 74736K101   256,494 2,483 SH   SOLE   2,483 0 0
REGENERON PHARMACEUTICALS COM 75886F107   8,819,904 8,390 SH   SOLE   8,390 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604   831,392 3,816 SH   SOLE   3,816 0 0
ROYAL GOLD INC COM 780287108   224,480 1,600 SH   SOLE   1,600 0 0
SHERWIN WILLIAMS CO COM 824348106   830,132 2,175 SH   SOLE   2,175 0 0
STERIS PLC SHS USD G8473T100   909,525 3,750 SH   SOLE   3,750 0 0
STANLEY BLACK & DECKER INC COM 854502101   8,535,075 77,500 SH   SOLE   77,500 0 0
STRYKER CORPORATION COM 863667101   1,261,881 3,493 SH   SOLE   3,493 0 0
TERADYNE INC COM 880770102   8,136,248 60,750 SH   SOLE   60,750 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   7,002,212 11,320 SH   SOLE   11,320 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   19,455,936 50,050 SH   SOLE   50,050 0 0
UNITEDHEALTH GROUP INC COM 91324P102   4,990,244 8,535 SH   SOLE   8,535 0 0
UNION PAC CORP COM 907818108   410,143 1,664 SH   SOLE   1,664 0 0
VISA INC COM CL A 92826C839   6,904,544 25,112 SH   SOLE   25,112 0 0
VERALTO CORP COM SHS 92338C103   557,063 4,980 SH   SOLE   4,980 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   22,879,611 49,195 SH   SOLE   49,195 0 0
ZOETIS INC CL A 98978V103   349,730 1,790 SH   SOLE   1,790 0 0