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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
MICROSOFT CORP COM 594918104 13,278 39,480 SH   SOLE 0 13,278 0 0
CME GROUP INC-CL A COM 12572Q105 7,996 35,000 SH   SOLE 0 7,996 0 0
NVIDIA CORP COM 67066G104 7,809 26,550 SH   SOLE 0 7,809 0 0
MSCI INC COM 55354G100 6,139 10,020 SH   SOLE 0 6,139 0 0
BLACKSTONE INC COM 09253U108 5,627 43,491 SH   SOLE 0 5,627 0 0
OTIS WORLDWIDE CORP COM 68902V107 4,528 52,000 SH   SOLE 0 4,528 0 0
APPLE INC COM 037833100 4,489 25,281 SH   SOLE 0 4,489 0 0
S&P GLOBAL INC COM 78409V104 4,403 9,330 SH   SOLE 0 4,403 0 0
DOLBY LABORATORIES INC-CL A COM 25659T107 4,284 45,000 SH   SOLE 0 4,284 0 0
MORGAN STANLEY COM 617446448 3,926 40,000 SH   SOLE 0 3,926 0 0
COSTCO WHOLESALE CORP COM 22160K105 3,519 6,200 SH   SOLE 0 3,519 0 0
TESLA INC COM 88160R101 3,318 3,140 SH   SOLE 0 3,318 0 0
BLACKROCK INC COM 09247X101 3,223 3,520 SH   SOLE 0 3,223 0 0
FACTSET RESEARCH SYSTEMS INC COM 303075105 3,159 6,500 SH   SOLE 0 3,159 0 0
AMAZON.COM INC COM 023135106 3,094 928 SH   SOLE 0 3,094 0 0
MIDDLEBY CORP COM 596278101 2,951 15,000 SH   SOLE 0 2,951 0 0
POOL CORP COM 73278L105 2,830 5,000 SH   SOLE 0 2,830 0 0
CUSHMAN & WAKEFIELD PLC COM G2717B108 2,780 125,000 SH   SOLE 0 2,780 0 0
MOODY'S CORP COM 615369105 2,734 7,000 SH   SOLE 0 2,734 0 0
JONES LANG LASALLE INC COM 48020Q107 2,710 10,060 SH   SOLE 0 2,710 0 0
ALBEMARLE CORP COM 012653101 2,384 10,200 SH   SOLE 0 2,384 0 0
WALT DISNEY CO COM 254687AV8 2,354 15,200 SH   SOLE 0 2,354 0 0
ECOLAB INC COM 278865100 2,346 10,000 SH   SOLE 0 2,346 0 0
INTL FLAVORS & FRAGRANCES INC COM 278865100 2,260 15,000 SH   SOLE 0 2,260 0 0
NASDAQ INC COM 631103108 2,142 10,200 SH   SOLE 0 2,142 0 0
PAYPAL HLDGS INC COM 70450Y103 2,074 11,000 SH   SOLE 0 2,074 0 0
WEYERHAEUSER CO COM 962166104 2,065 50,151 SH   SOLE 0 2,065 0 0
CHARLES RIVER LABORATORIES INTL INC COM 159864107 2,035 5,400 SH   SOLE 0 2,035 0 0
APTIV PLC COM G6095L109 1,996 12,100 SH   SOLE 0 1,996 0 0
ADVANCE AUTO PARTS INC COM 00740CAA6 1,919 8,000 SH   SOLE 0 1,919 0 0
ILLUMINA INC COM 452327109 1,917 5,040 SH   SOLE 0 1,917 0 0
STELLANTIS NV COM N82405106 1,876 100,000 SH   SOLE 0 1,876 0 0
COLLIERS INTL GROUP INC COM 194693107 1,858 12,500 SH   SOLE 0 1,858 0 0
VNET GROUP INC SPONSORED ADR 90138A921 1,806 200,000 SH   SOLE 0 1,806 0 0
CARRIER GLOBAL CORP COM 14448C104 1,763 32,500 SH   SOLE 0 1,763 0 0
AMERICAN EXPRESS CO COM 03076C106 1,759 10,750 SH   SOLE 0 1,759 0 0
ORACLE CORP COM 68389X105 1,744 20,000 SH   SOLE 0 1,744 0 0
GARTNER INC COM 366651107 1,671 5,000 SH   SOLE 0 1,671 0 0
ICL GROUP LTD COM 000281014 1,644 170,000 SH   SOLE 0 1,644 0 0
PROCTER & GAMBLE CO COM 742718109 1,636 10,000 SH   SOLE 0 1,636 0 0
KKR & CO INC COM 48251W104 1,621 21,753 SH   SOLE 0 1,621 0 0
SWEETGREEN INC-CL A COM 87043Q108 1,600 50,000 SH   SOLE 0 1,600 0 0
ALPHABET INC-CL C COM 02079K107 1,591 550 SH   SOLE 0 1,591 0 0
ZOETIS INC-CL A COM 98978V103 1,513 6,201 SH   SOLE 0 1,513 0 0
COMFORT SYSTEMS USA INC COM 199908104 1,484 15,000 SH   SOLE 0 1,484 0 0
TAIWAN SEMICONDUCTOR SPONSORED ADR 874039100 1,458 12,100 SH   SOLE 0 1,458 0 0
SNOWFLAKE INC-CL A COM 833445109 1,423 4,200 SH   SOLE 0 1,423 0 0
CROCS INC COM 227046109 1,410 11,000 SH   SOLE 0 1,410 0 0
WEST PHARMACEUTICAL SERVICES INC COM 955306105 1,407 3,000 SH   SOLE 0 1,407 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,399 800 SH   SOLE 0 1,399 0 0
GLADSTONE LAND CORP COM 376549101 1,350 40,000 SH   SOLE 0 1,350 0 0
CINTAS CORP COM 172908105 1,325 2,989 SH   SOLE 0 1,325 0 0
CLOUDFLARE INC-CL A COM 18915M107 1,315 10,000 SH   SOLE 0 1,315 0 0
COCA-COLA CO COM 191216100 1,184 20,000 SH   SOLE 0 1,184 0 0
VERISK ANALYTICS INC COM 92345Y106 1,144 5,000 SH   SOLE 0 1,144 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 1,094 8,000 SH   SOLE 0 1,094 0 0
DEXCOM INC COM 252131107 1,074 2,000 SH   SOLE 0 1,074 0 0
INTER PARFUMS INC COM 458334109 1,069 10,000 SH   SOLE 0 1,069 0 0
ROBLOX CORP-CL A COM 771049103 1,032 10,001 SH   SOLE 0 1,032 0 0
LI-CYCLE HLDGS CORP COM 50202P113 996 100,000 SH   SOLE 0 996 0 0
VOCERA COMMUNICATIONS INC COM 92857F107 972 15,000 SH   SOLE 0 972 0 0
PALANTIR TECHNOLOGIES INC-A COM 69608A108 949 52,100 SH   SOLE 0 949 0 0
AZEK CO INC COM 05478C105 925 20,000 SH   SOLE 0 925 0 0
BROADRIDGE FINANCIAL SOLUTIONS INC COM 11133T103 914 5,000 SH   SOLE 0 914 0 0
SHIFT4 PAYMENTS INC-CL A COM 82452J109 869 15,000 SH   SOLE 0 869 0 0
MORNINGSTAR INC COM 617700109 855 2,500 SH   SOLE 0 855 0 0
MARKETAXESS HLDGS INC COM 57060D108 823 2,000 SH   SOLE 0 823 0 0
LULULEMON ATHLETICA INC COM 550021109 822 2,100 SH   SOLE 0 822 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 820 40,000 SH   SOLE 0 820 0 0
TREX CO INC COM 89531P105 675 5,000 SH   SOLE 0 675 0 0
IDEXX LABORATORIES INC COM 45168D104 658 1,000 SH   SOLE 0 658 0 0
WEBER INC-CL A COM 94770D102 647 50,000 SH   SOLE 0 647 0 0
ALPHABET INC-CL A COM 02079K305 637 220 SH   SOLE 0 637 0 0
MARVELL TECHNOLOGY INC COM 573874104 634 7,250 SH   SOLE 0 634 0 0
THOMSON REUTERS CORP COM G8847Z105 598 5,000 SH   SOLE 0 598 0 0
VITAL FARMS INC COM 92847W103 542 30,000 SH   SOLE 0 542 0 0
BLACKLINE INC COM 09239B109 518 5,000 SH   SOLE 0 518 0 0
META PLATFORMS INC-CL A COM 30303M102 424 1,260 SH   SOLE 0 424 0 0
REMITLY GLOBAL INC COM 75960P104 412 20,000 SH   SOLE 0 412 0 0
FLUENCE ENERGY INC-CL A COM 34379V103 356 10,000 SH   SOLE 0 356 0 0
BERKSHIRE HATHAWAY INC-CL B COM 084670702 350 1,170 SH   SOLE 0 350 0 0
ACTIVISION BLIZZARD INC COM 00507V109 333 5,000 SH   SOLE 0 333 0 0
LINDSAY CORP COM 535555106 304 2,000 SH   SOLE 0 304 0 0
ADVANCED MICRO DEVICES INC COM 007903107 266 1,850 SH   SOLE 0 266 0 0
MICRON TECHNOLOGY INC COM 595112103 252 2,700 SH   SOLE 0 252 0 0
AIRBNB INC-CL A COM 009066101 250 1,500 SH   SOLE 0 250 0 0
LIVE NATION ENTERTAINMENT INC COM 538034109 239 2,000 SH   SOLE 0 239 0 0
ASML HLDG NV-NY REG COM N07059202 223 280 SH   SOLE 0 223 0 0