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
3M CO COM 88579Y101 BBG001S5T7X2 7,176,385 68,275 SH   SOLE   68,275 0 0
ACTIVISION BLIZZARD INC COM 00507V109 BBG001S6C009 429,833 5,022 SH   SOLE   5,022 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 12,709,383 33,041 SH   SOLE   33,041 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 1,011,267 10,318 SH   SOLE   10,318 0 0
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 325,679 2,618 SH   SOLE   2,618 0 0
ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 163,729 490 SH   SOLE   490 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3,108,166 29,964 SH   SOLE   29,964 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 11,762,384 113,440 SH   SOLE   113,440 0 0
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 2,843,550 63,900 SH   SOLE   63,900 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 13,140,141 127,216 SH   SOLE   127,216 0 0
AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 299,721 3,294 SH   SOLE   3,294 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 826,543 3,419 SH   SOLE   3,419 0 0
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 638,796 3,239 SH   SOLE   3,239 0 0
ANSYS INC COM 03662Q105 BBG001S926L8 185,370 557 SH   SOLE   557 0 0
APPLE INC COM 037833100 BBG001S5N8V8 10,358,029 62,814 SH   SOLE   62,814 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 664,633 5,411 SH   SOLE   5,411 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 382,559 562 SH   SOLE   562 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 267,923 3,860 SH   SOLE   3,860 0 0
ATLASSIAN CORPORATION CL A 049468101 BBG01BGWHFS4 164,494 961 SH   SOLE   961 0 0
AUTODESK INC COM 052769106 BBG001S5SCD4 287,469 1,381 SH   SOLE   1,381 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 590,637 2,653 SH   SOLE   2,653 0 0
BAKER HUGHES COMPANY CL A 05722G100 BBG00GBVBK60 186,869 6,475 SH   SOLE   6,475 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 16,543,020 584,559 SH   SOLE   584,559 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 3,215,531 10,414 SH   SOLE   10,414 0 0
BIOGEN INC COM 09062X103 BBG001S67826 8,719,855 31,363 SH   SOLE   31,363 0 0
BLACKROCK INC COM 09247X101 BBG001SDBP55 5,398,460 8,068 SH   SOLE   8,068 0 0
BOEING CO COM 097023105 BBG001S5P0V3 4,002,606 18,842 SH   SOLE   18,842 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 639,231 241 SH   SOLE   241 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 1,712,270 2,669 SH   SOLE   2,669 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 367,027 1,747 SH   SOLE   1,747 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 BBG001T3TDG2 349,385 977 SH   SOLE   977 0 0
CINTAS CORP COM 172908105 BBG001S7CRG1 300,742 650 SH   SOLE   650 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 1,371,016 26,227 SH   SOLE   26,227 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG001S5STN6 30,359,894 507,318 SH   SOLE   507,318 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 10,689,052 282,961 SH   SOLE   282,961 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 3,574,169 15,863 SH   SOLE   15,863 0 0
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 164,379 2,094 SH   SOLE   2,094 0 0
COPART INC COM 217204106 BBG001S7MTB1 229,466 3,051 SH   SOLE   3,051 0 0
COSTAR GROUP INC COM 22160N109 BBG001SD3DY9 179,285 2,604 SH   SOLE   2,604 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1,411,608 2,841 SH   SOLE   2,841 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 191,752 1,397 SH   SOLE   1,397 0 0
CSX CORP COM 126408103 BBG001S5Q7Q3 395,448 13,208 SH   SOLE   13,208 0 0
DATADOG INC CL A COM 23804L103 BBG003NJHZW5 136,819 1,883 SH   SOLE   1,883 0 0
DEXCOM INC COM 252131107 BBG001SKZG99 287,429 2,474 SH   SOLE   2,474 0 0
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 158,825 1,175 SH   SOLE   1,175 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 8,891,844 88,803 SH   SOLE   88,803 0 0
DOLLAR TREE INC COM 256746108 BBG001S6ZGL6 203,267 1,416 SH   SOLE   1,416 0 0
DOMINION ENERGY INC COM 25746U109 BBG001S5QCP3 4,173,849 74,653 SH   SOLE   74,653 0 0
DOMINOS PIZZA INC COM 25754A201 BBG001SL3ZH1 1,481,776 4,492 SH   SOLE   4,492 0 0
EBAY INC. COM 278642103 BBG001S9B9J5 152,500 3,437 SH   SOLE   3,437 0 0
ECOLAB INC COM 278865100 BBG001S5QRB5 8,452,293 51,062 SH   SOLE   51,062 0 0
ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 211,510 1,756 SH   SOLE   1,756 0 0
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 7,731,845 88,729 SH   SOLE   88,729 0 0
ENPHASE ENERGY INC COM 29355A107 BBG001V28NC6 183,785 874 SH   SOLE   874 0 0
EQUIFAX INC COM 294429105 BBG001S5QSK3 7,907,717 38,985 SH   SOLE   38,985 0 0
ETSY INC COM 29786A106 BBG001T53625 6,983,286 62,726 SH   SOLE   62,726 0 0
EXELON CORP COM 30161N101 BBG001SBJMT2 266,630 6,365 SH   SOLE   6,365 0 0
FASTENAL CO COM 311900104 BBG001S5R1F7 197,205 3,656 SH   SOLE   3,656 0 0
FISERV INC COM 337738108 BBG001S5R6Q4 454,607 4,022 SH   SOLE   4,022 0 0
FORTINET INC COM 34959E109 BBG001S77BL6 8,043,920 121,034 SH   SOLE   121,034 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 2,164,272 26,085 SH   SOLE   26,085 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 BBG001SV0YS3 251,908 3,490 SH   SOLE   3,490 0 0
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 817,611 4,278 SH   SOLE   4,278 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 265,042 530 SH   SOLE   530 0 0
ILLUMINA INC COM 452327109 BBG001SF4NY1 235,108 1,011 SH   SOLE   1,011 0 0
INTEL CORP COM 458140100 BBG001S5SF65 7,032,610 215,262 SH   SOLE   215,262 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 4,828,523 46,299 SH   SOLE   46,299 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 BBG001S5S5F7 7,224,010 78,556 SH   SOLE   78,556 0 0
INTUIT COM 461202103 BBG001S6TWR2 2,769,496 6,212 SH   SOLE   6,212 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 573,019 2,243 SH   SOLE   2,243 0 0
INVESCO EXCH TRADED FD TR II CHINA TECHNLGY 46138E800 BBG00KXH5265 1,325,501 28,573 SH   SOLE   28,573 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 BBG001S8SYN9 5,822,054 99,217 SH   SOLE   99,217 0 0
ISHARES TR CORE MSCI EURO 46434V738 BBG006MJ8984 1,637,458 31,291 SH   SOLE   31,291 0 0
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 219,486 2,270 SH   SOLE   2,270 0 0
ISHARES TR GLOB HLTHCRE ETF 464287325 BBG001SJX8Q3 2,085,333 25,025 SH   SOLE   25,025 0 0
ISHARES TR GLOBAL FINLS ETF 464287333 BBG001SJX8P4 3,445,811 49,934 SH   SOLE   49,934 0 0
ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 743,832 5,759 SH   SOLE   5,759 0 0
ISHARES TR LATN AMER 40 ETF 464287390 BBG001SJRVW2 5,880,671 246,569 SH   SOLE   246,569 0 0
ISHARES TR MSCI CHINA ETF 46429B671 BBG001S56D46 3,655,989 73,281 SH   SOLE   73,281 0 0
ISHARES TR MSCI INTL QUALTY 46434V456 BBG007WGM3H4 3,174,071 89,968 SH   SOLE   89,968 0 0
JD.COM INC SPON ADR CL A 47215P106 BBG005YHY0R6 129,519 2,951 SH   SOLE   2,951 0 0
KELLOGG CO COM 487836108 BBG001S5SJL0 4,598,478 68,675 SH   SOLE   68,675 0 0
KEURIG DR PEPPER INC COM 49271V100 BBG001ST5W34 1,658,574 47,174 SH   SOLE   47,174 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 353,665 886 SH   SOLE   886 0 0
KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 303,327 7,844 SH   SOLE   7,844 0 0
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 9,147,751 17,256 SH   SOLE   17,256 0 0
LUCID GROUP INC COM 549498103 BBG00W7F99W4 94,237 11,721 SH   SOLE   11,721 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 4,403,196 12,283 SH   SOLE   12,283 0 0
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 327,597 1,973 SH   SOLE   1,973 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 236,548 5,463 SH   SOLE   5,463 0 0
MASCO CORP COM 574599106 BBG001S5SZ70 7,025,088 141,293 SH   SOLE   141,293 0 0
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 5,116,709 3,882 SH   SOLE   3,882 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 18,126,587 86,006 SH   SOLE   86,006 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 4,157,750 49,627 SH   SOLE   49,627 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 421,596 6,987 SH   SOLE   6,987 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 28,914,774 100,857 SH   SOLE   100,857 0 0
MODERNA INC COM 60770K107 BBG003PHHZV8 379,803 2,473 SH   SOLE   2,473 0 0
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 608,656 8,730 SH   SOLE   8,730 0 0
MONOLITHIC PWR SYS INC COM 609839105 BBG001SDRGP6 2,928,159 5,850 SH   SOLE   5,850 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 BBG008NVB1F7 360,895 6,682 SH   SOLE   6,682 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 984,963 2,851 SH   SOLE   2,851 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 4,393,210 15,816 SH   SOLE   15,816 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 BBG001S6WQT9 239,951 704 SH   SOLE   704 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 335,347 395 SH   SOLE   395 0 0
PACCAR INC COM 693718108 BBG001S5V1S8 244,854 3,345 SH   SOLE   3,345 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 386,896 1,937 SH   SOLE   1,937 0 0
PAYCHEX INC COM 704326107 BBG001S5V135 264,474 2,308 SH   SOLE   2,308 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 550,109 7,244 SH   SOLE   7,244 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDFH8 289,255 3,811 SH   SOLE   3,811 0 0
PEPSICO INC COM 713448108 BBG001S695T1 1,607,704 8,819 SH   SOLE   8,819 0 0
PFIZER INC COM 717081103 BBG001S5V466 3,106,308 76,135 SH   SOLE   76,135 0 0
POLARIS INC COM 731068102 BBG001S7HWZ4 7,108,309 64,253 SH   SOLE   64,253 0 0
PROSHARES TR S&P 500 DV ARIST 74348A467 BBG005D266P2 2,328,245 25,529 SH   SOLE   25,529 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 910,794 7,139 SH   SOLE   7,139 0 0
REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 565,309 688 SH   SOLE   688 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 BBG00741Y1P0 91,115 5,886 SH   SOLE   5,886 0 0
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 3,317,452 11,305 SH   SOLE   11,305 0 0
ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 1,432,243 3,250 SH   SOLE   3,250 0 0
ROSS STORES INC COM 778296103 BBG001S5VRS1 234,017 2,205 SH   SOLE   2,205 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 13,519,050 68,095 SH   SOLE   68,095 0 0
SAP SE SPON ADR 803054204 BBG001S6RD41 1,797,758 14,260 SH   SOLE   14,260 0 0
SEAGEN INC COM 81181C104 BBG001S9M4Q6 242,154 1,196 SH   SOLE   1,196 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 8,590,349 18,485 SH   SOLE   18,485 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 BBG001S70ZY6 98,905 24,913 SH   SOLE   24,913 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 766,293 7,359 SH   SOLE   7,359 0 0
STATE STR CORP COM 857477103 BBG001S5RLD5 3,118,579 41,202 SH   SOLE   41,202 0 0
SYNOPSYS INC COM 871607107 BBG001S5VTR8 376,594 975 SH   SOLE   975 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 1,816,402 19,527 SH   SOLE   19,527 0 0
TERADYNE INC COM 880770102 BBG001S5WMZ3 8,076,904 75,127 SH   SOLE   75,127 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 3,240,110 15,618 SH   SOLE   15,618 0 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 1,079,230 5,802 SH   SOLE   5,802 0 0
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 1,130,911 7,808 SH   SOLE   7,808 0 0
TRADEWEB MKTS INC CL A 892672106 BBG00NK8H9M7 3,757,006 47,545 SH   SOLE   47,545 0 0
TRANSUNION COM 89400J107 BBG002Q7J607 7,042,140 113,327 SH   SOLE   113,327 0 0
TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 7,625,115 21,501 SH   SOLE   21,501 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 1,665,880 3,525 SH   SOLE   3,525 0 0
US BANCORP DEL COM NEW 902973304 BBG001S6T8C1 5,124,219 142,142 SH   SOLE   142,142 0 0
VANECK ETF TRUST AGRIBUSINESS ETF 92189F700 BBG001SPSH76 2,337,441 26,957 SH   SOLE   26,957 0 0
VEEVA SYS INC CL A COM 922475108 BBG001TX0CB4 10,081,140 55,066 SH   SOLE   55,066 0 0
VERISK ANALYTICS INC COM 92345Y106 BBG001SBRX64 189,941 990 SH   SOLE   990 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 518,605 1,646 SH   SOLE   1,646 0 0
VIATRIS INC COM 92556V106 BBG00Y52JV51 73,477,146 7,685,516 SH   SOLE   7,685,516 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 BBG001S6MDB8 80,383,167 7,281,084 SH   SOLE   7,281,084 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 BBG001S5XBY7 190,985 5,523 SH   SOLE   5,523 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 234,956 15,560 SH   SOLE   15,560 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 28,857,659 772,008 SH   SOLE   772,008 0 0
WORKDAY INC CL A 98138H101 BBG001T21KQ7 10,165,346 49,534 SH   SOLE   49,534 0 0
XCEL ENERGY INC COM 98389B100 BBG001S7F0X8 237,456 3,521 SH   SOLE   3,521 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 BBG001S7DQJ9 7,796,574 60,345 SH   SOLE   60,345 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 BBG0042V6JN7 116,150 1,573 SH   SOLE   1,573 0 0
ZSCALER INC COM 98980G102 BBG003338H61 107,834 923 SH   SOLE   923 0 0