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
AMAZON COM INC COM 023135106   65,300,527 513,692 SH   SOLE   513,692 0 0
ALPHABET INC CAP STK CL A 02079K305   63,678,570 486,616 SH   SOLE   486,616 0 0
ICON PLC SHS G4705A100   55,099,176 223,753 SH   SOLE   223,753 0 0
META PLATFORMS INC CL A 30303M102   55,055,212 183,389 SH   SOLE   183,389 0 0
ISHARES TR TRS FLT RT BD 46434V860   53,173,237 1,047,955 SH   SOLE   1,047,955 0 0
GARTNER INC COM 366651107   48,053,515 139,849 SH   SOLE   139,849 0 0
MICROSOFT CORP COM 594918104   47,657,411 150,934 SH   SOLE   150,934 0 0
EDWARD LIFESCIENCES CORP COM 28176E108   43,141,695 622,715 SH   SOLE   622,715 0 0
SALESFORCE INC COM 79466L302   42,747,038 210,805 SH   SOLE   210,805 0 0
BOSTON SCIENTIFIC CORP COM 101137107   41,157,653 779,501 SH   SOLE   779,501 0 0
MASTERCARD INCORPORATED CL A 57636Q104   39,575,559 99,961 SH   SOLE   99,961 0 0
UNITEDHEALTH GROUP INC COM 91324P102   36,856,289 73,100 SH   SOLE   73,100 0 0
ISHARES TR TIPS BD ETF 464287176   34,925,013 336,724 SH   SOLE   336,724 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   32,249,947 356,353 SH   SOLE   356,353 0 0
DANAHER CORPORATION COM 235851102   32,145,821 129,568 SH   SOLE   129,568 0 0
DOLLAR TREE INC COM 256746108   23,702,263 222,661 SH   SOLE   222,661 0 0
NETFLIX INC COM 64110L106   19,707,699 52,192 SH   SOLE   52,192 0 0
ISHARES GOLD TR ISHARES NEW 464285204   18,882,703 539,660 SH   SOLE   539,660 0 0
ISHARES U S ETF TR BLACKROCK ST MAT 46431W507   15,845,812 317,615 SH   SOLE   317,615 0 0
MSCI INC COM 55354G100   15,767,461 30,731 SH   SOLE   30,731 0 0
PAYPAL HLDGS INC COM 70450Y103   15,543,053 265,875 SH   SOLE   265,875 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106   12,276,210 112,471 SH   SOLE   112,471 0 0
KKR & CO INC COM 48251W104   10,036,057 162,923 SH   SOLE   162,923 0 0
COMCAST CORP NEW CL A 20030N101   10,020,131 225,984 SH   SOLE   225,984 0 0
GALLAGHER ARTHUR J & CO COM 363576109   9,990,172 43,830 SH   SOLE   43,830 0 0
CMS ENERGY CORP COM 125896100   9,661,187 181,909 SH   SOLE   181,909 0 0
HUMANA INC COM 444859102   8,489,287 17,449 SH   SOLE   17,449 0 0
PROGRESSIVE CORP COM 743315103   8,083,440 58,029 SH   SOLE   58,029 0 0
KINDER MORGAN INC DEL COM 49456B101   7,084,418 427,287 SH   SOLE   427,287 0 0
JPMORGAN CHASE & CO COM 46625H100   7,044,056 48,573 SH   SOLE   48,573 0 0
FERGUSON PLC NEW SHS G3421J106   6,624,194 40,276 SH   SOLE   40,276 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   6,485,859 39,681 SH   SOLE   39,681 0 0
HEXCEL CORP NEW COM 428291108   4,899,375 75,213 SH   SOLE   75,213 0 0
DOLLAR GEN CORP NEW COM 256677105   4,043,253 38,216 SH   SOLE   38,216 0 0
NORFOLK SOUTHN CORP COM 655844108   4,031,748 20,473 SH   SOLE   20,473 0 0
INSTALLED BLDG PRODS INC COM 45780R101   4,031,075 32,277 SH   SOLE   32,277 0 0
ISHARES TR 20 YR TR BD ETF 464287432   2,836,838 31,986 SH   SOLE   31,986 0 0
APPLE INC COM 037833100   717,712 4,192 SH   SOLE   4,192 0 0
ALPHABET INC CAP STK CL C 02079K107   445,653 3,380 SH   SOLE   3,380 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   337,944 1,591 SH   SOLE   1,591 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768   335,517 6,269 SH   SOLE   6,269 0 0