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   36,086,023 144,102 SH   SOLE   144,102 0 0
ABBVIE INC COM 00287Y109   4,961,562 27,921 SH   SOLE   27,921 0 0
ABBOTT LABS COM 002824100   987,790 8,733 SH   SOLE   8,733 0 0
ADOBE INC COM 00724F101   4,204,894 9,456 SH   SOLE   9,456 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   845,404 2,888 SH   SOLE   2,888 0 0
AUTODESK INC COM 052769106   35,687,122 120,740 SH   SOLE   120,740 0 0
ADVANCED MICRO DEVICES INC COM 007903107   29,627,975 245,285 SH   SOLE   245,285 0 0
AMERIPRISE FINL INC COM 03076C106   3,748,307 7,040 SH   SOLE   7,040 0 0
AMERICAN TOWER CORP NEW COM 03027X100   2,155,068 11,750 SH   SOLE   11,750 0 0
AMAZON COM INC COM 023135106   48,078,222 219,145 SH   SOLE   219,145 0 0
ARISTA NETWORKS INC COM SHS 040413205   1,898,021 17,172 SH   SOLE   17,172 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   14,620,523 21,095 SH   SOLE   21,095 0 0
ATMOS ENERGY CORP COM 049560105   941,465 6,760 SH   SOLE   6,760 0 0
BROADCOM INC COM 11135F101   8,736,890 37,685 SH   SOLE   37,685 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   965,793 7,758 SH   SOLE   7,758 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   854,446 13,041 SH   SOLE   13,041 0 0
BOOKING HOLDINGS INC COM 09857L108   17,886,312 3,600 SH   SOLE   3,600 0 0
TOPBUILD CORP COM 89055F103   576,913 1,853 SH   SOLE   1,853 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   28,561,173 63,010 SH   SOLE   63,010 0 0
BLACKSTONE INC COM 09260D107   23,665,162 137,253 SH   SOLE   137,253 0 0
CHURCH & DWIGHT CO INC COM 171340102   3,138,892 29,977 SH   SOLE   29,977 0 0
THE CIGNA GROUP COM 125523100   532,674 1,929 SH   SOLE   1,929 0 0
COSTCO WHSL CORP NEW COM 22160K105   24,148,296 26,355 SH   SOLE   26,355 0 0
SALESFORCE INC COM 79466L302   5,203,512 15,564 SH   SOLE   15,564 0 0
DANAHER CORPORATION COM 235851102   5,177,959 22,557 SH   SOLE   22,557 0 0
ECOLAB INC COM 278865100   468,640 2,000 SH   SOLE   2,000 0 0
EATON CORP PLC SHS G29183103   16,739,523 50,440 SH   SOLE   50,440 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   1,391,764 18,800 SH   SOLE   18,800 0 0
FISERV INC COM 337738108   321,071 1,563 SH   SOLE   1,563 0 0
FIRST SOLAR INC COM 336433107   352,480 2,000 SH   SOLE   2,000 0 0
GILEAD SCIENCES INC COM 375558103   652,594 7,065 SH   SOLE   7,065 0 0
GENERAL MLS INC COM 370334104   1,648,454 25,850 SH   SOLE   25,850 0 0
ALPHABET INC CAP STK CL A 02079K305   6,889,574 36,395 SH   SOLE   36,395 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   25,939,686 45,300 SH   SOLE   45,300 0 0
GRAINGER W W INC COM 384802104   8,116,185 7,700 SH   SOLE   7,700 0 0
HOME DEPOT INC COM 437076102   832,050 2,139 SH   SOLE   2,139 0 0
HENRY SCHEIN INC COM 806407102   200,680 2,900 SH   SOLE   2,900 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   328,021 14,463 SH   SOLE   14,463 0 0
INTUIT COM 461202103   1,929,495 3,070 SH   SOLE   3,070 0 0
INGERSOLL RAND INC COM 45687V106   15,251,556 168,600 SH   SOLE   168,600 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   18,738,364 35,900 SH   SOLE   35,900 0 0
ILLINOIS TOOL WKS INC COM 452308109   649,902 2,563 SH   SOLE   2,563 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   42,114,976 190,600 SH   SOLE   190,600 0 0
JPMORGAN CHASE & CO. COM 46625H100   2,270,773 9,473 SH   SOLE   9,473 0 0
KKR & CO INC COM 48251W104   34,226,374 231,400 SH   SOLE   231,400 0 0
SPDR SER TR S&P REGL BKG 78464A698   17,791,180 294,800 SH   SOLE   294,800 0 0
LINDE PLC SHS G54950103   343,309 820 SH   SOLE   820 0 0
ELI LILLY & CO COM 532457108   18,480,136 23,938 SH   SOLE   23,938 0 0
LPL FINL HLDGS INC COM 50212V100   326,510 1,000 SH   SOLE   1,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   7,446,753 14,142 SH   SOLE   14,142 0 0
MASCO CORP COM 574599106   1,407,931 19,401 SH   SOLE   19,401 0 0
MASIMO CORP COM 574795100   1,413,646 8,552 SH   SOLE   8,552 0 0
META PLATFORMS INC CL A 30303M102   21,499,927 36,720 SH   SOLE   36,720 0 0
MICROSOFT CORP COM 594918104   25,302,224 60,029 SH   SOLE   60,029 0 0
MICRON TECHNOLOGY INC COM 595112103   29,727,416 353,225 SH   SOLE   353,225 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   630,220 4,617 SH   SOLE   4,617 0 0
NEXTERA ENERGY INC COM 65339F101   322,605 4,500 SH   SOLE   4,500 0 0
NETFLIX INC COM 64110L106   6,262,414 7,026 SH   SOLE   7,026 0 0
SERVICENOW INC COM 81762P102   7,102,804 6,700 SH   SOLE   6,700 0 0
NOVO-NORDISK A S ADR 670100205   426,229 4,955 SH   SOLE   4,955 0 0
ON HLDG AG NAMEN AKT A H5919C104   17,822,158 325,400 SH   SOLE   325,400 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   28,755,650 24,250 SH   SOLE   24,250 0 0
PALO ALTO NETWORKS INC COM 697435105   2,036,132 11,190 SH   SOLE   11,190 0 0
PROCTER AND GAMBLE CO COM 742718109   2,809,982 16,761 SH   SOLE   16,761 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604   729,760 3,416 SH   SOLE   3,416 0 0
SHERWIN WILLIAMS CO COM 824348106   739,348 2,175 SH   SOLE   2,175 0 0
STERIS PLC SHS USD G8473T100   688,626 3,350 SH   SOLE   3,350 0 0
STANLEY BLACK & DECKER INC COM 854502101   11,866,862 147,800 SH   SOLE   147,800 0 0
STRYKER CORPORATION COM 863667101   1,203,647 3,343 SH   SOLE   3,343 0 0
TERADYNE INC COM 880770102   7,649,640 60,750 SH   SOLE   60,750 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   5,667,906 10,895 SH   SOLE   10,895 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   16,750,022 45,350 SH   SOLE   45,350 0 0
UNITEDHEALTH GROUP INC COM 91324P102   3,887,534 7,685 SH   SOLE   7,685 0 0
UNION PAC CORP COM 907818108   219,831 964 SH   SOLE   964 0 0
VISA INC COM CL A 92826C839   7,565,049 23,937 SH   SOLE   23,937 0 0
VERALTO CORP COM SHS 92338C103   459,955 4,516 SH   SOLE   4,516 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   19,625,584 48,735 SH   SOLE   48,735 0 0