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
ABBOTT LABORATORIES COM 002824100   280,597 2,733 SH   SOLE   2,733 0 0
ABBVIE INC COM 00287Y109   5,728,469 26,339 SH   SOLE   26,339 0 0
ADOBE INC COM 00724F101   454,073 1,868 SH   SOLE   1,868 0 0
ADVANCED MICRO DEVICES INC COM 007903107   22,386,454 110,045 SH   SOLE   110,045 0 0
ALPHABET INC CAP STK CL A 02079K305   27,428,635 95,384 SH   SOLE   95,384 0 0
AMAZON COM INC COM 023135106   15,720,220 75,480 SH   SOLE   75,480 0 0
AMERICAN TOWER CORP COM 03027X100   1,784,132 10,338 SH   SOLE   10,338 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   1,008,155 7,408 SH   SOLE   7,408 0 0
AMGEN INC COM 031162100   209,351 595 SH   SOLE   595 0 0
APPLE INC COM 037833100   32,036,419 126,232 SH   SOLE   126,232 0 0
ARISTA NETWORKS INC COM SHS 040413205   1,621,064 13,203 SH   SOLE   13,203 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210   3,711,532 2,810 SH   SOLE   2,810 0 0
ASTRAZENECA PLC ORD G0593M107   1,168,331 5,924 SH   SOLE   5,924 0 0
ATMOS ENERGY CORP COM 049560105   948,537 5,135 SH   SOLE   5,135 0 0
AUTODESK INC COM 052769106   15,076,454 62,976 SH   SOLE   62,976 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   555,494 2,734 SH   SOLE   2,734 0 0
BANK AMERICA CORP COM 060505104   207,090 4,248 SH   SOLE   4,248 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,906,827 6,066 SH   SOLE   6,066 0 0
BOOT BARN HLDGS INC COM 099406100   1,097,700 7,500 SH   SOLE   7,500 0 0
BROADCOM INC COM 11135F101   9,728,209 31,431 SH   SOLE   31,431 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   17,968,680 444,000 SH   SOLE   444,000 0 0
CASELLA WASTE SYS INC CL A 147448104   245,954 3,100 SH   SOLE   3,100 0 0
CHURCH & DWIGHT CO INC COM 171340102   2,474,597 26,517 SH   SOLE   26,517 0 0
THE CIGNA GROUP COM 125523100   463,078 1,736 SH   SOLE   1,736 0 0
CONSTELLATION ENERGY CORP COM 21037T109   4,188,750 15,000 SH   SOLE   15,000 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   3,985,344 266,400 SH   SOLE   266,400 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105   12,273,111 12,317 SH   SOLE   12,317 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   3,904,100 10,000 SH   SOLE   10,000 0 0
DANAHER CORP DEL COM 235851102   3,435,362 18,119 SH   SOLE   18,119 0 0
ECOLAB INC COM 278865100   492,137 1,850 SH   SOLE   1,850 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   1,524,002 19,031 SH   SOLE   19,031 0 0
EQT CORP COM 26884L109   9,285,076 145,900 SH   SOLE   145,900 0 0
EXXON MOBIL CORP COM 30231G102   265,179 1,563 SH   SOLE   1,563 0 0
FIRST SOLAR INC COM 336433107   394,520 2,000 SH   SOLE   2,000 0 0
GENERAL MILLS INC COM 370334104   394,532 10,600 SH   SOLE   10,600 0 0
GILEAD SCIENCES INC COM 375558103   854,756 6,133 SH   SOLE   6,133 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   12,182,256 14,400 SH   SOLE   14,400 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   136,241 14,463 SH   SOLE   14,463 0 0
INTUIT COM 461202103   13,055,714 30,195 SH   SOLE   30,195 0 0
IREN LIMITED ORDINARY SHARES Q4982L109   2,804,104 81,800 SH   SOLE   81,800 0 0
ISHARES INC CORE MSCI EMKT 46434G103   8,785,012 125,950 SH   SOLE   125,950 0 0
ISHARES INC MSCI JAPAN ETF 46434G822   3,031,396 35,900 SH   SOLE   35,900 0 0
JOHNSON & JOHNSON COM 478160104   325,839 1,333 SH   SOLE   1,333 0 0
JPMORGAN CHASE & CO COM 46625H100   2,818,175 9,580 SH   SOLE   9,580 0 0
ELI LILLY & CO COM 532457108   24,390,461 26,518 SH   SOLE   26,518 0 0
LINDE PLC SHS G54950103   406,523 820 SH   SOLE   820 0 0
LPL FINL HLDGS INC COM 50212V100   300,830 1,000 SH   SOLE   1,000 0 0
LULULEMON ATHLETICA INC COM 550021109   306,966 2,005 SH   SOLE   2,005 0 0
MASCO CORP COM 574599106   965,980 16,001 SH   SOLE   16,001 0 0
MASIMO CORP COM 574795100   1,387,742 7,802 SH   SOLE   7,802 0 0
MASTERCARD INCORPORATED CL A 57636Q104   6,798,923 13,607 SH   SOLE   13,607 0 0
MCKESSON CORP COM 58155Q103   20,448,457 23,630 SH   SOLE   23,630 0 0
MERCADOLIBRE INC COM 58733R102   6,051,570 3,500 SH   SOLE   3,500 0 0
META PLATFORMS INC CL A 30303M102   9,011,048 15,750 SH   SOLE   15,750 0 0
MICRON TECHNOLOGY INC COM 595112103   3,769,624 11,158 SH   SOLE   11,158 0 0
MICROSOFT CORP COM 594918104   19,405,815 52,424 SH   SOLE   52,424 0 0
NETFLIX INC. COM 64110L106   553,824 5,760 SH   SOLE   5,760 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   614,831 4,667 SH   SOLE   4,667 0 0
NEXTERA ENERGY INC COM 65339F101   417,960 4,500 SH   SOLE   4,500 0 0
NOVO-NORDISK A S ADR 670100205   591,675 16,100 SH   SOLE   16,100 0 0
NVIDIA CORPORATION COM 67066G104   11,835,657 67,865 SH   SOLE   67,865 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   7,834,811 84,875 SH   SOLE   84,875 0 0
PALO ALTO NETWORKS INC COM 697435105   1,414,022 8,820 SH   SOLE   8,820 0 0
PROCTER & GAMBLE CO COM 742718109   1,841,321 12,748 SH   SOLE   12,748 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604   636,163 3,116 SH   SOLE   3,116 0 0
REPUBLIC SVCS INC COM 760759100   357,660 1,633 SH   SOLE   1,633 0 0
RIOT PLATFORMS INC COM 767292105   1,371,960 111,000 SH   SOLE   111,000 0 0
ROPER TECHNOLOGIES INC COM 776696106   3,179,432 8,985 SH   SOLE   8,985 0 0
ROYAL GOLD INC COM 780287108   229,041 900 SH   SOLE   900 0 0
SALESFORCE INC COM 79466L302   1,391,625 7,455 SH   SOLE   7,455 0 0
SHERWIN WILLIAMS CO COM 824348106   697,196 2,175 SH   SOLE   2,175 0 0
SNOWFLAKE INC COM SHS 833445109   3,393,450 22,500 SH   SOLE   22,500 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103   4,746,840 84,000 SH   SOLE   84,000 0 0
STANLEY BLACK & DECKER INC COM 854502101   8,668,992 121,995 SH   SOLE   121,995 0 0
STERIS PLC SHS USD G8473T100   712,039 3,220 SH   SOLE   3,220 0 0
STRYKER CORPORATION COM 863667101   741,956 2,258 SH   SOLE   2,258 0 0
SYNOPSYS INC COM 871607107   5,312,832 13,400 SH   SOLE   13,400 0 0
TERADYNE INC COM 880770102   2,284,224 7,705 SH   SOLE   7,705 0 0
TESLA INC COM 88160R101   4,693,716 12,626 SH   SOLE   12,626 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   4,937,419 10,045 SH   SOLE   10,045 0 0
TOPBUILD COR COM 89055F103   626,719 1,784 SH   SOLE   1,784 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   8,022,245 19,250 SH   SOLE   19,250 0 0
UNION PAC CORP COM 907818108   233,886 964 SH   SOLE   964 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   275,393 3,001 SH   SOLE   3,001 0 0
VERALTO CORP COM SHS 92338C103   365,617 4,135 SH   SOLE   4,135 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   2,123,298 4,755 SH   SOLE   4,755 0 0
VISA INC COM CL A 92826C839   9,804,155 32,438 SH   SOLE   32,438 0 0
WEYERHAEUSER CO COM NEW 962166104   8,770,370 359,000 SH   SOLE   359,000 0 0