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
ADOBE INC COM 00724F101 BBG001S5NCQ5 11,327,559 29,535 SH   SOLE   29,535 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 2,135,451 20,785 SH   SOLE   20,785 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 7,314,525 62,528 SH   SOLE   62,528 0 0
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 663,242 5,552 SH   SOLE   5,552 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 4,702,602 30,410 SH   SOLE   30,410 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 10,676,133 68,336 SH   SOLE   68,336 0 0
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 3,023,688 50,378 SH   SOLE   50,378 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 20,015,352 105,200 SH   SOLE   105,200 0 0
AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 747,298 6,839 SH   SOLE   6,839 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 5,573,630 17,890 SH   SOLE   17,890 0 0
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 1,282,823 6,361 SH   SOLE   6,361 0 0
ANSYS INC COM 03662Q105 BBG001S926L8 355,813 1,124 SH   SOLE   1,124 0 0
APPLE INC COM 037833100 BBG001S5N8V8 17,396,555 78,317 SH   SOLE   78,317 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 4,995,030 34,420 SH   SOLE   34,420 0 0
APPLOVIN CORP COM CL A 03831W108 BBG006HFPX86 1,050,871 3,966 SH   SOLE   3,966 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 BBG01J1GY084 179,300 1,679 SH   SOLE   1,679 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 1,827,534 2,758 SH   SOLE   2,758 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 548,898 7,468 SH   SOLE   7,468 0 0
ATLASSIAN CORPORATION CL A 049468101 BBG01BGWHFS4 446,278 2,103 SH   SOLE   2,103 0 0
AUTODESK INC COM 052769106 BBG001S5SCD4 4,013,656 15,331 SH   SOLE   15,331 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 1,594,256 5,218 SH   SOLE   5,218 0 0
AXON ENTERPRISE INC COM 05464C101 BBG001SB2HG5 516,483 982 SH   SOLE   982 0 0
BAKER HUGHES COMPANY CL A 05722G100 BBG00GBVBK60 558,121 12,699 SH   SOLE   12,699 0 0
BIO RAD LABS INC CL A 090572207 BBG001S625W4 6,896,645 28,316 SH   SOLE   28,316 0 0
BIOGEN INC COM 09062X103 BBG001S67826 3,862,856 28,229 SH   SOLE   28,229 0 0
BOEING CO COM 097023105 BBG001S5P0V3 9,138,410 53,582 SH   SOLE   53,582 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 1,934,902 420 SH   SOLE   420 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 3,320,845 54,449 SH   SOLE   54,449 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 6,767,018 40,417 SH   SOLE   40,417 0 0
BROWN FORMAN CORP CL B 115637209 BBG001S5P4H1 9,557,504 281,600 SH   SOLE   281,600 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 5,292,353 20,809 SH   SOLE   20,809 0 0
CDW CORP COM 12514G108 BBG001V18TB6 272,282 1,699 SH   SOLE   1,699 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 BBG001T3TDG2 670,725 1,820 SH   SOLE   1,820 0 0
CINTAS CORP COM 172908105 BBG001S7CRG1 1,063,823 5,176 SH   SOLE   5,176 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 3,148,876 51,027 SH   SOLE   51,027 0 0
CLOROX CO DEL COM 189054109 BBG001S5PX50 890,274 6,046 SH   SOLE   6,046 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG001S5STN6 31,162,122 407,348 SH   SOLE   407,348 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 10,745,059 291,194 SH   SOLE   291,194 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 8,074,880 44,000 SH   SOLE   44,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 808,940 4,012 SH   SOLE   4,012 0 0
COPART INC COM 217204106 BBG001S7MTB1 701,207 12,391 SH   SOLE   12,391 0 0
CORTEVA INC COM 22052L104 BBG00BN969D0 10,373,381 164,840 SH   SOLE   164,840 0 0
COSTAR GROUP INC COM 22160N109 BBG001SD3DY9 416,750 5,260 SH   SOLE   5,260 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 5,384,326 5,693 SH   SOLE   5,693 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 1,057,387 2,999 SH   SOLE   2,999 0 0
CSX CORP COM 126408103 BBG001S5Q7Q3 715,178 24,301 SH   SOLE   24,301 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 8,200,000 40,000 SH   SOLE   40,000 0 0
DATADOG INC CL A COM 23804L103 BBG003NJHZW5 403,685 4,069 SH   SOLE   4,069 0 0
DBX ETF TR XTRACK HRVST CSI 233051879 BBG005HJL932 42,427,262 1,596,210 SH   SOLE   1,596,210 0 0
DEXCOM INC COM 252131107 BBG001SKZG99 342,269 5,012 SH   SOLE   5,012 0 0
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 593,475 3,712 SH   SOLE   3,712 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 9,172,981 92,938 SH   SOLE   92,938 0 0
DOORDASH INC CL A 25809K105 BBG005D7QCK1 924,633 5,059 SH   SOLE   5,059 0 0
ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 482,986 3,342 SH   SOLE   3,342 0 0
EPAM SYS INC COM 29414B104 BBG001SKDJH8 8,102,463 47,989 SH   SOLE   47,989 0 0
EQUIFAX INC COM 294429105 BBG001S5QSK3 4,820,296 19,791 SH   SOLE   19,791 0 0
EXELON CORP COM 30161N101 BBG001SBJMT2 594,109 12,893 SH   SOLE   12,893 0 0
FASTENAL CO COM 311900104 BBG001S5R1F7 570,380 7,355 SH   SOLE   7,355 0 0
FORTINET INC COM 34959E109 BBG001S77BL6 949,412 9,863 SH   SOLE   9,863 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 1,867,634 49,330 SH   SOLE   49,330 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 473,364 5,865 SH   SOLE   5,865 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 5,871,196 52,398 SH   SOLE   52,398 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 BBG001SV0YS3 261,618 7,088 SH   SOLE   7,088 0 0
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 1,765,148 8,336 SH   SOLE   8,336 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 BBG001V0PDL3 11,057,132 54,191 SH   SOLE   54,191 0 0
IDEX CORP COM 45167R104 BBG001S67N14 1,871,411 10,341 SH   SOLE   10,341 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 438,008 1,043 SH   SOLE   1,043 0 0
INTEL CORP COM 458140100 BBG001S5SF65 1,261,268 55,538 SH   SOLE   55,538 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 BBG001S5S5F7 7,488,278 96,486 SH   SOLE   96,486 0 0
INTUIT COM 461202103 BBG001S6TWR2 2,201,154 3,585 SH   SOLE   3,585 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 2,265,365 4,574 SH   SOLE   4,574 0 0
INVESCO EXCH TRADED FD TR II CHINA TECHNLGY 46138E800 BBG00KXH5265 2,477,051 55,928 SH   SOLE   55,928 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 BBG001S8SYN9 5,681,025 82,850 SH   SOLE   82,850 0 0
ISHARES TR CORE MSCI EURO 46434V738 BBG006MJ8984 421,610 7,000 SH   SOLE   7,000 0 0
ISHARES TR CYBERSECURITY 46435U135 BBG00PC1B2X5 302,486 6,480 SH   SOLE   6,480 0 0
ISHARES TR GLB CNSM STP ETF 464288737 BBG001SNVWR2 4,139,563 64,610 SH   SOLE   64,610 0 0
ISHARES TR GLOB HLTHCRE ETF 464287325 BBG001SJX8Q3 1,155,960 12,675 SH   SOLE   12,675 0 0
ISHARES TR GLOBAL ENERG ETF 464287341 BBG001S7RSN5 662,445 15,750 SH   SOLE   15,750 0 0
ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 495,868 3,877 SH   SOLE   3,877 0 0
ISHARES TR LATN AMER 40 ETF 464287390 BBG001SJRVW2 3,632,380 154,143 SH   SOLE   154,143 0 0
ISHARES TR MSCI CHINA ETF 46429B671 BBG001S56D46 5,781,686 106,281 SH   SOLE   106,281 0 0
ISHARES TR MSCI INTL QUALTY 46434V456 BBG007WGM3H4 3,632,135 91,455 SH   SOLE   91,455 0 0
KENVUE INC COM 49177J102 BBG01C79X614 3,118,839 130,060 SH   SOLE   130,060 0 0
KEURIG DR PEPPER INC COM 49271V100 BBG001ST5W34 595,496 17,402 SH   SOLE   17,402 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 1,158,379 1,704 SH   SOLE   1,704 0 0
KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 466,401 15,327 SH   SOLE   15,327 0 0
LAM RESEARCH CORP COM NEW 512807306 BBG001S5SW40 5,102,377 70,184 SH   SOLE   70,184 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 8,346,492 126,462 SH   SOLE   126,462 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 422,042 1,491 SH   SOLE   1,491 0 0
MANHATTAN ASSOCIATES INC COM 562750109 BBG001S71S35 4,192,067 24,226 SH   SOLE   24,226 0 0
MARKETAXESS HLDGS INC COM 57060D108 BBG001S8R6K4 8,197,285 37,889 SH   SOLE   37,889 0 0
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 842,275 3,536 SH   SOLE   3,536 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 683,304 11,098 SH   SOLE   11,098 0 0
MASCO CORP COM 574599106 BBG001S5SZ70 3,161,567 45,464 SH   SOLE   45,464 0 0
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 1,268,066 650 SH   SOLE   650 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 3,859,680 43,000 SH   SOLE   43,000 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 6,579,726 11,416 SH   SOLE   11,416 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 7,644,810 157,918 SH   SOLE   157,918 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 1,241,658 14,290 SH   SOLE   14,290 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 29,379,148 78,263 SH   SOLE   78,263 0 0
MICROSTRATEGY INC CL A NEW 594972408 BBG001SC7PX1 878,647 3,048 SH   SOLE   3,048 0 0
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 6,214,449 91,591 SH   SOLE   91,591 0 0
MONGODB INC CL A 60937P106 BBG0022FDRZ7 167,507 955 SH   SOLE   955 0 0
MONOLITHIC PWR SYS INC COM 609839105 BBG001SDRGP6 8,628,362 14,877 SH   SOLE   14,877 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 BBG008NVB1F7 730,447 12,482 SH   SOLE   12,482 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 5,115,860 5,486 SH   SOLE   5,486 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 7,083,098 111,580 SH   SOLE   111,580 0 0
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 4,741,213 9,260 SH   SOLE   9,260 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 13,786,803 127,208 SH   SOLE   127,208 0 0
OCCIDENTAL PETE CORP COM 674599105 BBG001S5TZG9 2,359,408 47,800 SH   SOLE   47,800 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 BBG001S6WQT9 451,017 2,726 SH   SOLE   2,726 0 0
ON SEMICONDUCTOR CORP COM 682189105 BBG001SF7RS6 219,929 5,405 SH   SOLE   5,405 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 4,003,180 28,633 SH   SOLE   28,633 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 1,051,514 734 SH   SOLE   734 0 0
PACCAR INC COM 693718108 BBG001S5V1S8 655,397 6,731 SH   SOLE   6,731 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 2,434,602 28,846 SH   SOLE   28,846 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 1,449,075 8,492 SH   SOLE   8,492 0 0
PAYCHEX INC COM 704326107 BBG001S5V135 712,465 4,618 SH   SOLE   4,618 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 827,892 12,688 SH   SOLE   12,688 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDFH8 1,013,904 8,567 SH   SOLE   8,567 0 0
PEPSICO INC COM 713448108 BBG001S695T1 2,637,595 17,591 SH   SOLE   17,591 0 0
PFIZER INC COM 717081103 BBG001S5V466 8,563,982 337,963 SH   SOLE   337,963 0 0
PROSHARES TR S&P 500 DV ARIST 74348A467 BBG005D266P2 3,930,952 38,501 SH   SOLE   38,501 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 4,231,802 27,549 SH   SOLE   27,549 0 0
REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 873,969 1,378 SH   SOLE   1,378 0 0
ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 811,852 1,377 SH   SOLE   1,377 0 0
ROSS STORES INC COM 778296103 BBG001S5VRS1 540,679 4,231 SH   SOLE   4,231 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 1,649,072 6,145 SH   SOLE   6,145 0 0
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 6,346,942 81,080 SH   SOLE   81,080 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 1,429,073 14,569 SH   SOLE   14,569 0 0
SYNOPSYS INC COM 871607107 BBG001S5VTR8 5,310,450 12,383 SH   SOLE   12,383 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 469,007 2,263 SH   SOLE   2,263 0 0
TERADYNE INC COM 880770102 BBG001S5WMZ3 2,619,824 31,717 SH   SOLE   31,717 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 4,910,823 18,949 SH   SOLE   18,949 0 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 2,098,177 11,676 SH   SOLE   11,676 0 0
THE CAMPBELLS COMPANY COM 134429109 BBG001S5Q2B0 9,183,396 230,045 SH   SOLE   230,045 0 0
THE TRADE DESK INC COM CL A 88339J105 BBG00629NGW8 317,540 5,803 SH   SOLE   5,803 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 3,940,992 7,920 SH   SOLE   7,920 0 0
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 3,905,701 14,644 SH   SOLE   14,644 0 0
TRANSUNION COM 89400J107 BBG002Q7J607 6,953,815 83,791 SH   SOLE   83,791 0 0
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 7,105,354 64,600 SH   SOLE   64,600 0 0
US BANCORP DEL COM NEW 902973304 BBG001S6T8C1 8,191,820 194,027 SH   SOLE   194,027 0 0
VANECK ETF TRUST AGRIBUSINESS ETF 92189F700 BBG001SPSH76 2,372,212 34,942 SH   SOLE   34,942 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 BBG001SR42Z0 2,839,725 61,760 SH   SOLE   61,760 0 0
VEEVA SYS INC CL A COM 922475108 BBG001TX0CB4 9,492,661 40,982 SH   SOLE   40,982 0 0
VERISK ANALYTICS INC COM 92345Y106 BBG001SBRX64 535,418 1,799 SH   SOLE   1,799 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 1,596,512 3,293 SH   SOLE   3,293 0 0
VIATRIS INC COM 92556V106 BBG00Y52JV51 43,683,829 5,015,365 SH   SOLE   5,015,365 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 BBG001S6MDB8 83,761,091 8,939,284 SH   SOLE   8,939,284 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 337,834 31,485 SH   SOLE   31,485 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 BBG001S5XK22 10,522,360 47,000 SH   SOLE   47,000 0 0
WORKDAY INC CL A 98138H101 BBG001T21KQ7 640,806 2,744 SH   SOLE   2,744 0 0
XCEL ENERGY INC COM 98389B100 BBG001S7F0X8 521,652 7,369 SH   SOLE   7,369 0 0
YUM CHINA HLDGS INC COM 98850P109 BBG00B8N0HH0 1,294,628 24,868 SH   SOLE   24,868 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 BBG001S7DQJ9 9,620,187 84,999 SH   SOLE   84,999 0 0
ZSCALER INC COM 98980G102 BBG003338H61 390,491 1,968 SH   SOLE   1,968 0 0