ABBOTT LABORATORIES COM 002824100 280597 2733 SH SOLE 2733 0 0 ABBVIE INC COM 00287Y109 5728469 26339 SH SOLE 26339 0 0 ADOBE INC COM 00724F101 454073 1868 SH SOLE 1868 0 0 ADVANCED MICRO DEVICES INC COM 007903107 22386454 110045 SH SOLE 110045 0 0 ALPHABET INC CAP STK CL A 02079K305 27428635 95384 SH SOLE 95384 0 0 AMAZON COM INC COM 023135106 15720220 75480 SH SOLE 75480 0 0 AMERICAN TOWER CORP COM 03027X100 1784132 10338 SH SOLE 10338 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 1008155 7408 SH SOLE 7408 0 0 AMGEN INC COM 031162100 209351 595 SH SOLE 595 0 0 APPLE INC COM 037833100 32036419 126232 SH SOLE 126232 0 0 ARISTA NETWORKS INC COM SHS 040413205 1621064 13203 SH SOLE 13203 0 0 ASML HLDG NV N Y REGISTRY SHS N07059210 3711532 2810 SH SOLE 2810 0 0 ASTRAZENECA PLC ORD G0593M107 1168331 5924 SH SOLE 5924 0 0 ATMOS ENERGY CORP COM 049560105 948537 5135 SH SOLE 5135 0 0 AUTODESK INC COM 052769106 15076454 62976 SH SOLE 62976 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 555494 2734 SH SOLE 2734 0 0 BANK AMERICA CORP COM 060505104 207090 4248 SH SOLE 4248 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2906827 6066 SH SOLE 6066 0 0 BOOT BARN HLDGS INC COM 099406100 1097700 7500 SH SOLE 7500 0 0 BROADCOM INC COM 11135F101 9728209 31431 SH SOLE 31431 0 0 BROOKFIELD CORP CL A LTD VT SH 11271J107 17968680 444000 SH SOLE 444000 0 0 CASELLA WASTE SYS INC CL A 147448104 245954 3100 SH SOLE 3100 0 0 CHURCH & DWIGHT CO INC COM 171340102 2474597 26517 SH SOLE 26517 0 0 THE CIGNA GROUP COM 125523100 463078 1736 SH SOLE 1736 0 0 CONSTELLATION ENERGY CORP COM 21037T109 4188750 15000 SH SOLE 15000 0 0 CORE SCIENTIFIC INC NEW COM 21874A106 3985344 266400 SH SOLE 266400 0 0 COSTCO WHOLESALE CORPORATION COM 22160K105 12273111 12317 SH SOLE 12317 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 3904100 10000 SH SOLE 10000 0 0 DANAHER CORP DEL COM 235851102 3435362 18119 SH SOLE 18119 0 0 ECOLAB INC COM 278865100 492137 1850 SH SOLE 1850 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 1524002 19031 SH SOLE 19031 0 0 EQT CORP COM 26884L109 9285076 145900 SH SOLE 145900 0 0 EXXON MOBIL CORP COM 30231G102 265179 1563 SH SOLE 1563 0 0 FIRST SOLAR INC COM 336433107 394520 2000 SH SOLE 2000 0 0 GENERAL MILLS INC COM 370334104 394532 10600 SH SOLE 10600 0 0 GILEAD SCIENCES INC COM 375558103 854756 6133 SH SOLE 6133 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 12182256 14400 SH SOLE 14400 0 0 INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 136241 14463 SH SOLE 14463 0 0 INTUIT COM 461202103 13055714 30195 SH SOLE 30195 0 0 IREN LIMITED ORDINARY SHARES Q4982L109 2804104 81800 SH SOLE 81800 0 0 ISHARES INC CORE MSCI EMKT 46434G103 8785012 125950 SH SOLE 125950 0 0 ISHARES INC MSCI JAPAN ETF 46434G822 3031396 35900 SH SOLE 35900 0 0 JOHNSON & JOHNSON COM 478160104 325839 1333 SH SOLE 1333 0 0 JPMORGAN CHASE & CO COM 46625H100 2818175 9580 SH SOLE 9580 0 0 ELI LILLY & CO COM 532457108 24390461 26518 SH SOLE 26518 0 0 LINDE PLC SHS G54950103 406523 820 SH SOLE 820 0 0 LPL FINL HLDGS INC COM 50212V100 300830 1000 SH SOLE 1000 0 0 LULULEMON ATHLETICA INC COM 550021109 306966 2005 SH SOLE 2005 0 0 MASCO CORP COM 574599106 965980 16001 SH SOLE 16001 0 0 MASIMO CORP COM 574795100 1387742 7802 SH SOLE 7802 0 0 MASTERCARD INCORPORATED CL A 57636Q104 6798923 13607 SH SOLE 13607 0 0 MCKESSON CORP COM 58155Q103 20448457 23630 SH SOLE 23630 0 0 MERCADOLIBRE INC COM 58733R102 6051570 3500 SH SOLE 3500 0 0 META PLATFORMS INC CL A 30303M102 9011048 15750 SH SOLE 15750 0 0 MICRON TECHNOLOGY INC COM 595112103 3769624 11158 SH SOLE 11158 0 0 MICROSOFT CORP COM 594918104 19405815 52424 SH SOLE 52424 0 0 NETFLIX INC. COM 64110L106 553824 5760 SH SOLE 5760 0 0 NEUROCRINE BIOSCIENCES INC COM 64125C109 614831 4667 SH SOLE 4667 0 0 NEXTERA ENERGY INC COM 65339F101 417960 4500 SH SOLE 4500 0 0 NOVO-NORDISK A S ADR 670100205 591675 16100 SH SOLE 16100 0 0 NVIDIA CORPORATION COM 67066G104 11835657 67865 SH SOLE 67865 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 7834811 84875 SH SOLE 84875 0 0 PALO ALTO NETWORKS INC COM 697435105 1414022 8820 SH SOLE 8820 0 0 PROCTER & GAMBLE CO COM 742718109 1841321 12748 SH SOLE 12748 0 0 REINSURANCE GROUP AMER INC COM NEW 759351604 636163 3116 SH SOLE 3116 0 0 REPUBLIC SVCS INC COM 760759100 357660 1633 SH SOLE 1633 0 0 RIOT PLATFORMS INC COM 767292105 1371960 111000 SH SOLE 111000 0 0 ROPER TECHNOLOGIES INC COM 776696106 3179432 8985 SH SOLE 8985 0 0 ROYAL GOLD INC COM 780287108 229041 900 SH SOLE 900 0 0 SALESFORCE INC COM 79466L302 1391625 7455 SH SOLE 7455 0 0 SHERWIN WILLIAMS CO COM 824348106 697196 2175 SH SOLE 2175 0 0 SNOWFLAKE INC COM SHS 833445109 3393450 22500 SH SOLE 22500 0 0 SOLARIS ENERGY INFRAS INC COM CL A 83418M103 4746840 84000 SH SOLE 84000 0 0 STANLEY BLACK & DECKER INC COM 854502101 8668992 121995 SH SOLE 121995 0 0 STERIS PLC SHS USD G8473T100 712039 3220 SH SOLE 3220 0 0 STRYKER CORPORATION COM 863667101 741956 2258 SH SOLE 2258 0 0 SYNOPSYS INC COM 871607107 5312832 13400 SH SOLE 13400 0 0 TERADYNE INC COM 880770102 2284224 7705 SH SOLE 7705 0 0 TESLA INC COM 88160R101 4693716 12626 SH SOLE 12626 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 4937419 10045 SH SOLE 10045 0 0 TOPBUILD COR COM 89055F103 626719 1784 SH SOLE 1784 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 8022245 19250 SH SOLE 19250 0 0 UNION PAC CORP COM 907818108 233886 964 SH SOLE 964 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 275393 3001 SH SOLE 3001 0 0 VERALTO CORP COM SHS 92338C103 365617 4135 SH SOLE 4135 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 2123298 4755 SH SOLE 4755 0 0 VISA INC COM CL A 92826C839 9804155 32438 SH SOLE 32438 0 0 WEYERHAEUSER CO COM NEW 962166104 8770370 359000 SH SOLE 359000 0 0