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
AECOM Common Stock 00766T100   6,310,904 61,123 SH   SOLE   61,123 0 0
AGNICO EAGLE MINES LTD Common Stock 008474108   4,834,164 60,007 SH   SOLE   60,007 0 0
ALIGN TECHNOLOGY INC Common Stock 016255101   213,629 840 SH   SOLE   0 0 840
ALPHABET INC Common Stock 02079K305   12,096,884 73,019 SH   SOLE   69,216 0 3,803
AMAZON.COM INC Common Stock 023135106   30,171,651 162,710 SH   SOLE   162,710 0 0
AMENTUM HOLDINGS INC Equity / Common Stock 023939101   643,872 19,965 SH   SOLE   19,965 0 0
AMERICAN TOWER CORP REIT 03027X100   5,394,010 23,211 SH   SOLE   23,211 0 0
AON PLC Common Stock G0403H108   487,909 1,409 SH   SOLE   1,409 0 0
APPLE INC Common Stock 037833100   12,702,497 54,562 SH   SOLE   54,562 0 0
AUTODESK INC Common Stock 052769106   9,022,287 32,783 SH   SOLE   30,531 0 2,252
AUTOMATIC DATA PROCESSING INC Common Stock 053015103   417,032 1,507 SH   SOLE   0 0 1,507
BARRICK GOLD CORP Common Stock 067901108   7,168,469 360,458 SH   SOLE   360,458 0 0
BERKSHIRE HATHAWAY INC Common Stock 084670108   62,517,001 91 SH   SOLE   91 0 0
BOOKING HOLDINGS INC Common Stock 09857L108   3,327,575 790 SH   SOLE   556 0 234
BROADCOM INC Common Stock 11135F101   6,710,682 38,924 SH   SOLE   38,924 0 0
CANADIAN NATIONAL RAILWAY CO Common Stock 136375102   6,090,522 51,988 SH   SOLE   51,988 0 0
CHECK POINT SOFTWARE TECHNOLOG Common Stock M22465104   548,352 2,844 SH   SOLE   0 0 2,844
CITIGROUP INC Common Stock 172967424   18,168,399 291,534 SH   SOLE   291,534 0 0
CONSTELLATION BRANDS INC Common Stock 21036P108   6,730,354 26,117 SH   SOLE   26,117 0 0
CRH PLC Common Stock G25508105   4,833,609 52,120 SH   SOLE   52,120 0 0
DANAHER CORP Common Stock 235851102   771,896 2,795 SH   SOLE   2,795 0 0
DIGITAL REALTY TRUST INC REIT 253868103   133,069 826 SH   SOLE   826 0 0
DOLBY LABORATORIES INC Common Stock 25659T107   3,310,705 43,504 SH   SOLE   43,504 0 0
EDWARDS LIFESCIENCES CORP Common Stock 28176E108   4,982,152 75,518 SH   SOLE   70,640 0 4,878
ELECTRONIC ARTS INC Common Stock 285512109   1,949,493 13,591 SH   SOLE   10,356 0 3,235
ELEVANCE HEALTH INC Common Stock 036752103   8,957,964 17,228 SH   SOLE   17,228 0 0
ESTEE LAUDER COS INC/THE Common Stock 518439104   1,544,199 15,490 SH   SOLE   15,490 0 0
EXXON MOBIL CORP Common Stock 30231G102   890,677 7,625 SH   SOLE   7,625 0 0
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105   481,463 1,047 SH   SOLE   0 0 1,047
GENERAL MOTORS CO Common Stock 37045V100   4,237,515 94,503 SH   SOLE   94,503 0 0
HDFC BANK LTD ADR 40415F101   4,428,319 70,754 SH   SOLE   70,754 0 0
ICON PLC Common Stock G4705A100   599,329 2,086 SH   SOLE   0 0 2,086
IDEXX LABORATORIES INC Common Stock 45168D104   2,079,486 4,116 SH   SOLE   4,116 0 0
INTUIT INC Common Stock 461202103   2,424,113 3,906 SH   SOLE   2,816 0 1,090
JACOBS SOLUTIONS INC Common Stock 46982L108   2,613,419 19,965 SH   SOLE   19,965 0 0
JOHNSON & JOHNSON Common Stock 478160104   11,033,410 68,088 SH   SOLE   64,799 0 3,289
JPMORGAN CHASE & CO Common Stock 46625H100   23,300,031 111,019 SH   SOLE   111,019 0 0
KLA CORP Common Stock 482480100   767,174 992 SH   SOLE   992 0 0
MASTERCARD INC Common Stock 57636Q104   7,156,896 14,494 SH   SOLE   14,494 0 0
META PLATFORMS INC Common Stock 30303M102   777,099 1,364 SH   SOLE   1,364 0 0
MICROSOFT CORP Common Stock 594918104   36,530,716 85,303 SH   SOLE   82,609 0 2,694
MONSTER BEVERAGE CORP Common Stock 61174X109   284,640 5,456 SH   SOLE   0 0 5,456
MOODY'S CORP Common Stock 615369105   2,452,207 5,167 SH   SOLE   4,012 0 1,155
MORGAN STANLEY Common Stock 617446448   17,978,616 173,121 SH   SOLE   173,121 0 0
MOTOROLA SOLUTIONS INC Common Stock 620076307   210,877 469 SH   SOLE   0 0 469
NETEASE INC ADR 64110W102   440,807 4,714 SH   SOLE   0 0 4,714
NETFLIX INC Common Stock 64110L106   17,394,979 24,651 SH   SOLE   24,651 0 0
NEXTERA ENERGY INC Common Stock 65339F101   767,475 9,082 SH   SOLE   9,082 0 0
NVIDIA CORP Common Stock 67066G104   14,082,555 116,141 SH   SOLE   116,141 0 0
PAN AMERICAN SILVER CORP Common Stock 697900108   546,650 26,256 SH   SOLE   26,256 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109   5,297,896 43,640 SH   SOLE   37,783 0 5,857
PINTEREST INC Common Stock 72352L106   2,265,027 69,973 SH   SOLE   69,973 0 0
PROCTER & GAMBLE CO/THE Common Stock 742718109   441,122 2,540 SH   SOLE   2,540 0 0
PROLOGIS INC REIT 74340W103   627,247 4,994 SH   SOLE   4,994 0 0
ROCKWELL AUTOMATION INC Common Stock 773903109   683,652 2,546 SH   SOLE   2,546 0 0
S&P GLOBAL INC Common Stock 78409V104   2,959,673 5,737 SH   SOLE   4,700 0 1,037
STEEL DYNAMICS INC Common Stock 858119100   407,896 3,226 SH   SOLE   3,226 0 0
SYSCO CORP Common Stock 871829107   8,778,885 112,622 SH   SOLE   112,622 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100   3,518,681 20,262 SH   SOLE   20,262 0 0
TAKE-TWO INTERACTIVE SOFTWARE Common Stock 874054109   5,618,777 36,567 SH   SOLE   36,567 0 0
TAPESTRY INC Common Stock 876030107   3,528,198 75,100 SH   SOLE   75,100 0 0
TD SYNNEX CORP Common Stock 87162W100   2,692,537 22,438 SH   SOLE   22,438 0 0
TECK RESOURCES LTD Common Stock 878742204   4,250,840 81,429 SH   SOLE   81,429 0 0
TESLA INC Common Stock 88160R101   3,572,777 13,680 SH   SOLE   13,680 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102   8,820,254 14,269 SH   SOLE   14,269 0 0
TKO GROUP HOLDINGS INC Common Stock 87256C101   7,800,969 63,027 SH   SOLE   63,027 0 0
TRANE TECHNOLOGIES PLC Common Stock G8994E103   410,966 1,070 SH   SOLE   1,070 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102   4,598,587 7,864 SH   SOLE   7,864 0 0
VERISIGN INC Common Stock 92343E102   2,527,988 13,308 SH   SOLE   9,672 0 3,636
VERISK ANALYTICS INC Common Stock 92345Y106   1,231,545 4,596 SH   SOLE   4,596 0 0
VISA INC Common Stock 92826C839   11,931,569 43,401 SH   SOLE   38,164 0 5,237
WASTE MANAGEMENT INC Common Stock 94106L109   406,362 1,965 SH   SOLE   1,965 0 0
ZILLOW GROUP INC Common Stock 98954M101   417,076 6,700 SH   SOLE   6,700 0 0
ZILLOW GROUP INC Common Stock 98954M200   2,833,791 44,382 SH   SOLE   44,382 0 0
ZOETIS INC Common Stock 98978V103   711,337 3,655 SH   SOLE   3,655 0 0