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
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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
ABBVIE INC COM 00287Y109   2,065,937 11,332 SH   SOLE   11,332 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   1,503,891 5,090 SH   SOLE   5,090 0 0
ANALOG DEVICES INC COM 032654105   1,786,204 7,538 SH   SOLE   7,538 0 0
AMERICAN TOWER CORP NEW COM 03027X100   1,583,696 7,272 SH   SOLE   7,272 0 0
AMAZON COM INC COM 023135106   12,151,539 54,418 SH   SOLE   54,418 0 0
BROADCOM INC COM 11135F101   3,472,999 12,894 SH   SOLE   12,894 0 0
AMERICAN EXPRESS CO COM 025816109   8,679,587 27,364 SH   SOLE   27,364 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   1,400,543 5,849 SH   SOLE   5,849 0 0
CLOROX CO DEL COM 189054109   656,581 5,511 SH   SOLE   5,511 0 0
CME GROUP INC COM 12572Q105   12,315,293 44,822 SH   SOLE   44,822 0 0
CUMMINS INC COM 231021106   2,249,422 6,906 SH   SOLE   6,906 0 0
CRH PLC ORD G25508105   8,764,413 95,765 SH   SOLE   95,765 0 0
CARLISLE COS INC COM 142339100   3,825,380 10,219 SH   SOLE   10,219 0 0
DIGITAL RLTY TR INC COM 253868103   1,988,119 11,602 SH   SOLE   11,602 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   1,172,840 5,380 SH   SOLE   5,380 0 0
ALPHABET INC CAP STK CL A 02079K305   8,822,774 49,419 SH   SOLE   49,419 0 0
HOME DEPOT INC COM 437076102   5,354,105 14,520 SH   SOLE   14,520 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   2,462,740 8,501 SH   SOLE   8,501 0 0
INFOSYS LTD SPONSORED ADR 456788108   2,284,109 123,332 SH   SOLE   123,332 0 0
JPMORGAN CHASE & CO. COM 46625H100   12,762,901 44,453 SH   SOLE   44,453 0 0
MASTERCARD INCORPORATED CL A 57636Q104   5,806,426 10,551 SH   SOLE   10,551 0 0
MONOLITHIC PWR SYS INC COM 609839105   4,141,641 5,627 SH   SOLE   5,627 0 0
MERCK & CO INC COM 58933Y105   1,057,567 13,370 SH   SOLE   13,370 0 0
MICROSOFT CORP COM 594918104   21,988,492 44,337 SH   SOLE   44,337 0 0
NEXTERA ENERGY INC COM 65339F101   4,067,385 57,376 SH   SOLE   57,376 0 0
NETFLIX INC COM 64110L106   11,034,821 8,340 SH   SOLE   8,340 0 0
SERVICENOW INC COM 81762P102   10,538,083 10,307 SH   SOLE   10,307 0 0
NVIDIA CORPORATION COM 67066G104   12,974,464 82,247 SH   SOLE   82,247 0 0
PALO ALTO NETWORKS INC COM 697435105   4,428,184 22,078 SH   SOLE   22,078 0 0
PROCTER AND GAMBLE CO COM 742718109   1,113,105 6,963 SH   SOLE   6,963 0 0
SERVICE CORP INTL COM 817565104   1,059,082 12,971 SH   SOLE   12,971 0 0
S&P GLOBAL INC COM 78409V104   7,643,470 14,764 SH   SOLE   14,764 0 0
TELUS CORPORATION COM 87971M103   708,121 44,705 SH   SOLE   44,705 0 0
TJX COS INC NEW COM 872540109   7,261,777 58,857 SH   SOLE   58,857 0 0
TRANSUNION COM 89400J107   4,490,661 51,463 SH   SOLE   51,463 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   4,783,742 20,929 SH   SOLE   20,929 0 0
UNITEDHEALTH GROUP INC COM 91324P102   4,590,593 14,851 SH   SOLE   14,851 0 0
UNION PAC CORP COM 907818108   1,182,737 5,111 SH   SOLE   5,111 0 0
WASTE CONNECTIONS INC COM 94106B101   8,938,444 48,082 SH   SOLE   48,082 0 0
WATSCO INC COM 942622200   1,611,122 3,691 SH   SOLE   3,691 0 0