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
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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
Accenture PLC ADR G1151C101   2,257,084 6,416 SH   SOLE   5,285 0 1,131
Banco Santander SA ADS ADR 05964H105   84,980 18,636 SH   SOLE   18,636 0 0
Intercontinental Hotels Group ADR 45857P806   244,218 1,955 SH   SOLE   1,955 0 0
Lloyd's Bank Group ADR 539439109   117,514 43,204 SH   SOLE   43,204 0 0
SAP SE ADR 803054204   233,899 950 SH   SOLE   950 0 0
Telefonica SA ADR 879382208   67,097 16,691 SH   SOLE   16,691 0 0
Alphabet Inc Class A COM 02079K305   15,483,793 81,795 SH   SOLE   67,947 0 13,848
Amazon.com Inc. COM 023135106   13,354,049 60,869 SH   SOLE   49,850 0 11,019
Amphenol Corp. COM 032095101   2,415,193 34,776 SH   SOLE   28,914 0 5,862
Apple Inc. COM 037833100   28,426,426 113,515 SH   SOLE   92,702 0 20,813
Booking Holdings Inc. COM 09857L108   5,122,441 1,031 SH   SOLE   861 0 170
Broadcom Limited COM 11135F101   7,167,797 30,917 SH   SOLE   25,735 0 5,182
CSX Corporation COM 126408103   1,316,196 40,787 SH   SOLE   33,293 0 7,494
Cadence Design Systems, Inc. COM 127387108   2,300,622 7,657 SH   SOLE   6,405 0 1,252
Coca-Cola Company COM 191216100   2,899,136 46,565 SH   SOLE   39,080 0 7,485
Copart, Inc (DE) COM 217204106   2,067,073 36,018 SH   SOLE   29,784 0 6,234
Costco Wholesale Corp COM 22160K105   3,337,971 3,643 SH   SOLE   3,030 0 613
EOG Resources Inc COM 26875P101   1,414,940 11,543 SH   SOLE   9,555 0 1,988
Eli Lilly & Co. COM 532457108   5,996,124 7,767 SH   SOLE   6,462 0 1,305
Fiserv Inc. COM 337738108   3,046,789 14,832 SH   SOLE   12,413 0 2,419
Fortinet, Inc COM 34959E109   2,803,882 29,677 SH   SOLE   24,208 0 5,469
Home Depot Inc. COM 437076102   3,455,398 8,883 SH   SOLE   7,373 0 1,510
Illinois Tool Works Inc. COM 452308109   1,535,052 6,054 SH   SOLE   4,952 0 1,102
Intuit Inc. COM 461202103   3,131,815 4,983 SH   SOLE   4,083 0 900
KLA Corporation COM 482480100   4,616,889 7,327 SH   SOLE   6,088 0 1,239
Lockheed Martin Corp. COM 539830109   2,064,273 4,248 SH   SOLE   3,494 0 754
Manhattan Associates, Inc. COM 562750109   3,993,336 14,777 SH   SOLE   12,275 0 2,502
Mastercard Inc. COM 57636Q104   6,320,946 12,004 SH   SOLE   9,986 0 2,018
Meta Platforms, Inc. COM 30303M102   11,416,277 19,498 SH   SOLE   16,201 0 3,297
Microsoft Corporation COM 594918104   21,966,894 52,116 SH   SOLE   49,374 0 2,742
Morgan Stanley COM 617446448   2,005,108 15,949 SH   SOLE   13,013 0 2,936
NVIDIA Corp COM 67066G104   24,638,992 183,476 SH   SOLE   154,210 0 29,266
NVR Inc COM 62944T105   2,314,628 283 SH   SOLE   232 0 51
Netflix Inc COM 64110L106   4,302,401 4,827 SH   SOLE   4,018 0 809
Nucor Corporation COM 670346105   600,122 5,142 SH   SOLE   4,280 0 862
S&P Global Inc. COM 78409V104   2,129,078 4,275 SH   SOLE   3,493 0 782
Tesla, Inc. COM 88160R101   6,374,614 15,785 SH   SOLE   13,228 0 2,557
Thermo Fisher Scientific, Inc. COM 883556102   2,197,971 4,225 SH   SOLE   3,471 0 754
United Therapeutics Corp. COM 91307C102   3,248,950 9,208 SH   SOLE   7,721 0 1,487
Veeva Systems Inc. COM 922475108   1,283,155 6,103 SH   SOLE   5,001 0 1,102
Vertex Pharmaceuticals COM 92532F100   1,863,695 4,628 SH   SOLE   3,871 0 757
Vulcan Materials Co COM 929160109   2,856,281 11,104 SH   SOLE   9,219 0 1,885
CubeSmart REIT 229663109   3,385,064 78,998 SH   SOLE   66,341 0 12,657
Digital Realty Trust, Inc REIT 253868103   2,881,789 16,251 SH   SOLE   13,706 0 2,545
ISHARES RUSSELL 3000 ETF COM 464287689   224,616 672 SH   SOLE   48 0 624
SPDR S&P 500 COM 78462F103   410,256 700 SH   SOLE   700 0 0