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
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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
Autodesk, Inc. COM 052769106   18,756,537 60,589 SH   SOLE   60,589 0 0
Illumina, Inc. COM 452327109   7,909,298 82,898 SH   SOLE   82,898 0 0
H&R Block, Inc. COM 093671105   4,134,644 75,326 SH   SOLE   75,326 0 0
Accenture Plc Class A COM G1151C101   3,969,857 13,282 SH   SOLE   13,282 0 0
Bristol-Myers Squibb Company COM 110122108   16,914,829 365,410 SH   SOLE   365,410 0 0
VeriSign, Inc. COM 92343E102   15,846,167 54,869 SH   SOLE   54,869 0 0
Manhattan Associates, Inc. COM 562750109   6,601,817 33,432 SH   SOLE   33,432 0 0
Rollins, Inc. COM 775711104   14,289,493 253,270 SH   SOLE   253,270 0 0
Fair Isaac Corporation COM 303250104   16,866,587 9,227 SH   SOLE   9,227 0 0
Automatic Data Processing, Inc. COM 053015103   11,743,564 38,079 SH   SOLE   38,079 0 0
Gilead Sciences, Inc. COM 375558103   18,295,102 165,014 SH   SOLE   165,014 0 0
International Business Machines Corporation COM 459200101   14,861,039 50,414 SH   SOLE   50,414 0 0
Amgen Inc. COM 031162100   17,339,220 62,101 SH   SOLE   62,101 0 0
Colgate-Palmolive Company COM 194162103   18,277,263 201,070 SH   SOLE   201,070 0 0
Pool Corporation COM 73278L105   4,186,819 14,364 SH   SOLE   14,364 0 0
Argan, Inc. COM 04010E109   9,854,795 44,697 SH   SOLE   44,697 0 0
Pegasystems Inc. COM 705573103   5,099,479 94,208 SH   SOLE   94,208 0 0
Adobe Inc. COM 00724F101   18,000,366 46,527 SH   SOLE   46,527 0 0
Apple Inc. COM 037833100   16,280,034 79,349 SH   SOLE   79,349 0 0
Watsco, Inc. COM 942622200   7,272,598 16,468 SH   SOLE   16,468 0 0
Electronic Arts Inc. COM 285512109   14,496,927 90,776 SH   SOLE   90,776 0 0
Kimberly-Clark Corporation COM 494368103   3,110,840 24,130 SH   SOLE   24,130 0 0
Home Depot, Inc. COM 437076102   5,812,711 15,854 SH   SOLE   15,854 0 0
Intuit Inc. COM 461202103   15,481,655 19,656 SH   SOLE   19,656 0 0
Exelixis, Inc. COM 30161Q104   6,294,483 142,813 SH   SOLE   142,813 0 0
Booking Holdings Inc. COM 09857L108   22,977,494 3,969 SH   SOLE   3,969 0 0
DaVita Inc. COM 23918K108   5,631,618 39,534 SH   SOLE   39,534 0 0
MSCI Inc. Class A COM 55354G100   3,627,118 6,289 SH   SOLE   6,289 0 0
Mastercard Incorporated Class A COM 57636Q104   25,534,554 45,440 SH   SOLE   45,440 0 0
Commvault Systems, Inc. COM 204166102   4,614,864 26,472 SH   SOLE   26,472 0 0
AbbVie, Inc. COM 00287Y109   22,769,634 122,668 SH   SOLE   122,668 0 0
Gartner, Inc. COM 366651107   14,911,272 36,889 SH   SOLE   36,889 0 0
Palo Alto Networks, Inc. COM 697435105   18,902,801 92,371 SH   SOLE   92,371 0 0
GoDaddy, Inc. Class A COM 380237107   13,397,544 74,406 SH   SOLE   74,406 0 0
Merck & Co., Inc. COM 58933Y105   5,657,882 71,474 SH   SOLE   71,474 0 0
Crown Holdings, Inc. COM 228368106   6,276,734 60,951 SH   SOLE   60,951 0 0
Broadcom Inc. COM 11135F101   7,383,010 26,784 SH   SOLE   26,784 0 0
Fortinet, Inc. COM 34959E109   7,207,250 68,173 SH   SOLE   68,173 0 0
Medpace Holdings, Inc. COM 58506Q109   5,255,900 16,746 SH   SOLE   16,746 0 0
Philip Morris International Inc. COM 718172109   19,750,541 108,442 SH   SOLE   108,442 0 0
Ubiquiti Inc. COM 90353W103   13,708,768 33,302 SH   SOLE   33,302 0 0
Broadridge Financial Solutions, Inc. COM 11133T103   12,864,793 52,935 SH   SOLE   52,935 0 0
Box, Inc. Class A COM 10316T104   3,182,184 93,128 SH   SOLE   93,128 0 0
Motorola Solutions, Inc. COM 620076307   14,127,036 33,599 SH   SOLE   33,599 0 0
Lantheus Holdings Inc COM 516544103   2,306,979 28,182 SH   SOLE   28,182 0 0
Expedia Group, Inc. COM 30212P303   11,454,384 67,906 SH   SOLE   67,906 0 0
Atlassian Corp Class A COM 049468101   15,015,865 73,937 SH   SOLE   73,937 0 0
HubSpot, Inc. COM 443573100   6,519,807 11,713 SH   SOLE   11,713 0 0
ServiceNow, Inc. COM 81762P102   16,342,360 15,896 SH   SOLE   15,896 0 0
Nutanix, Inc. Class A COM 67059N108   11,883,133 155,457 SH   SOLE   155,457 0 0
Dropbox, Inc. Class A COM 26210C104   2,968,794 103,804 SH   SOLE   103,804 0 0
Zscaler, Inc. COM 98980G102   19,328,344 61,567 SH   SOLE   61,567 0 0
Spotify Technology SA COM L8681T102   23,175,970 30,203 SH   SOLE   30,203 0 0
Elastic NV COM N14506104   2,964,368 35,152 SH   SOLE   35,152 0 0
Duolingo, Inc. Class A COM 26603R106   3,066,950 7,480 SH   SOLE   7,480 0 0
Hims & Hers Health, Inc. Class A COM 433000106   2,788,759 55,943 SH   SOLE   55,943 0 0
Snowflake, Inc. COM 833445109   8,301,867 37,100 SH   SOLE   37,100 0 0
Match Group, Inc. COM 57667L107   4,240,765 137,286 SH   SOLE   137,286 0 0
DoorDash, Inc. Class A COM 25809K105   17,396,950 70,573 SH   SOLE   70,573 0 0
Airbnb, Inc. Class A COM 009066101   16,636,858 125,713 SH   SOLE   125,713 0 0
Roblox Corp. Class A COM 771049103   19,585,294 186,172 SH   SOLE   186,172 0 0
AppLovin Corp. Class A COM 03831W108   10,047,646 28,701 SH   SOLE   28,701 0 0