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 11,605,626 29,998 SH   SOLE   29,998 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 2,883,408 20,320 SH   SOLE   20,320 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 8,204,999 69,528 SH   SOLE   69,528 0 0
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 715,827 5,409 SH   SOLE   5,409 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 5,753,381 32,647 SH   SOLE   32,647 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 13,088,899 73,786 SH   SOLE   73,786 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 22,000,429 100,280 SH   SOLE   100,280 0 0
AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 694,569 6,694 SH   SOLE   6,694 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 6,627,887 23,738 SH   SOLE   23,738 0 0
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 1,480,246 6,219 SH   SOLE   6,219 0 0
ANSYS INC COM 03662Q105 BBG001S926L8 386,693 1,101 SH   SOLE   1,101 0 0
APPLE INC COM 037833100 BBG001S5N8V8 15,610,154 76,084 SH   SOLE   76,084 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 8,065,515 44,057 SH   SOLE   44,057 0 0
APPLOVIN CORP COM CL A 03831W108 BBG006HFPX86 1,349,908 3,856 SH   SOLE   3,856 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 BBG01J1GY084 271,076 1,676 SH   SOLE   1,676 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 2,159,746 2,695 SH   SOLE   2,695 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 521,934 7,469 SH   SOLE   7,469 0 0
ATLASSIAN CORPORATION CL A 049468101 BBG01BGWHFS4 420,396 2,070 SH   SOLE   2,070 0 0
AUTODESK INC COM 052769106 BBG001S5SCD4 4,722,800 15,256 SH   SOLE   15,256 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 1,568,831 5,087 SH   SOLE   5,087 0 0
AXON ENTERPRISE INC COM 05464C101 BBG001SB2HG5 807,242 975 SH   SOLE   975 0 0
BAKER HUGHES COMPANY CL A 05722G100 BBG00GBVBK60 476,029 12,416 SH   SOLE   12,416 0 0
BIO RAD LABS INC CL A 090572207 BBG001S625W4 6,833,217 28,316 SH   SOLE   28,316 0 0
BIOGEN INC COM 09062X103 BBG001S67826 2,673,560 21,288 SH   SOLE   21,288 0 0
BOEING CO COM 097023105 BBG001S5P0V3 8,398,381 40,082 SH   SOLE   40,082 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 2,356,221 407 SH   SOLE   407 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 4,529,430 97,849 SH   SOLE   97,849 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 10,919,599 39,614 SH   SOLE   39,614 0 0
BROWN FORMAN CORP CL B 115637209 BBG001S5P4H1 7,577,856 281,600 SH   SOLE   281,600 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 4,627,489 15,017 SH   SOLE   15,017 0 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 504,673 1,300 SH   SOLE   1,300 0 0
CDW CORP COM 12514G108 BBG001V18TB6 294,674 1,650 SH   SOLE   1,650 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 BBG001T3TDG2 719,097 1,759 SH   SOLE   1,759 0 0
CINTAS CORP COM 172908105 BBG001S7CRG1 1,127,722 5,060 SH   SOLE   5,060 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 3,443,329 49,630 SH   SOLE   49,630 0 0
CLOROX CO DEL COM 189054109 BBG001S5PX50 4,094,387 34,100 SH   SOLE   34,100 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG001S5STN6 59,243,341 759,238 SH   SOLE   759,238 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 3,857,839 108,093 SH   SOLE   108,093 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 8,085,196 49,700 SH   SOLE   49,700 0 0
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 1,267,801 3,928 SH   SOLE   3,928 0 0
COPART INC COM 217204106 BBG001S7MTB1 594,090 12,107 SH   SOLE   12,107 0 0
CORTEVA INC COM 22052L104 BBG00BN969D0 5,279,705 70,840 SH   SOLE   70,840 0 0
COSTAR GROUP INC COM 22160N109 BBG001SD3DY9 425,075 5,287 SH   SOLE   5,287 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 5,504,066 5,560 SH   SOLE   5,560 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 1,589,557 3,121 SH   SOLE   3,121 0 0
CSX CORP COM 126408103 BBG001S5Q7Q3 768,208 23,543 SH   SOLE   23,543 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 7,901,600 40,000 SH   SOLE   40,000 0 0
DATADOG INC CL A COM 23804L103 BBG003NJHZW5 537,857 4,004 SH   SOLE   4,004 0 0
DBX ETF TR XTRACK HRVST CSI 233051879 BBG005HJL932 43,951,642 1,596,210 SH   SOLE   1,596,210 0 0
DEXCOM INC COM 252131107 BBG001SKZG99 428,943 4,914 SH   SOLE   4,914 0 0
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 503,021 3,661 SH   SOLE   3,661 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 8,193,713 66,073 SH   SOLE   66,073 0 0
DOORDASH INC CL A 25809K105 BBG005D7QCK1 1,231,564 4,996 SH   SOLE   4,996 0 0
ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 501,777 3,142 SH   SOLE   3,142 0 0
EPAM SYS INC COM 29414B104 BBG001SKDJH8 11,303,395 63,926 SH   SOLE   63,926 0 0
EXELON CORP COM 30161N101 BBG001SBJMT2 549,350 12,652 SH   SOLE   12,652 0 0
FASTENAL CO COM 311900104 BBG001S5R1F7 603,876 14,378 SH   SOLE   14,378 0 0
FORTINET INC COM 34959E109 BBG001S77BL6 1,014,066 9,592 SH   SOLE   9,592 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 2,138,456 49,330 SH   SOLE   49,330 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 9,328,228 125,938 SH   SOLE   125,938 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 1,728,352 15,589 SH   SOLE   15,589 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 BBG001SV0YS3 264,688 6,929 SH   SOLE   6,929 0 0
HERSHEY CO COM 427866108 BBG001S5S148 464,660 2,800 SH   SOLE   2,800 0 0
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 1,875,616 8,054 SH   SOLE   8,054 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 BBG001V0PDL3 10,239,111 42,405 SH   SOLE   42,405 0 0
IDEX CORP COM 45167R104 BBG001S67N14 4,308,663 24,541 SH   SOLE   24,541 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 540,094 1,007 SH   SOLE   1,007 0 0
INTEL CORP COM 458140100 BBG001S5SF65 1,224,563 54,668 SH   SOLE   54,668 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 BBG001S5S5F7 7,096,545 96,486 SH   SOLE   96,486 0 0
INTUIT COM 461202103 BBG001S6TWR2 2,752,767 3,495 SH   SOLE   3,495 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 2,440,998 4,492 SH   SOLE   4,492 0 0
INVESCO EXCH TRADED FD TR II CHINA TECHNLGY 46138E800 BBG00KXH5265 2,475,373 55,928 SH   SOLE   55,928 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 BBG001S8SYN9 6,209,608 82,850 SH   SOLE   82,850 0 0
ISHARES TR CORE MSCI EURO 46434V738 BBG006MJ8984 463,540 7,000 SH   SOLE   7,000 0 0
ISHARES TR CYBERSECURITY 46435U135 BBG00PC1B2X5 344,801 6,480 SH   SOLE   6,480 0 0
ISHARES TR GLB CNSM STP ETF 464288737 BBG001SNVWR2 4,224,202 64,610 SH   SOLE   64,610 0 0
ISHARES TR GLOB HLTHCRE ETF 464287325 BBG001SJX8Q3 1,090,811 12,675 SH   SOLE   12,675 0 0
ISHARES TR GLOBAL ENERG ETF 464287341 BBG001S7RSN5 618,660 15,750 SH   SOLE   15,750 0 0
ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 490,479 3,877 SH   SOLE   3,877 0 0
ISHARES TR LATN AMER 40 ETF 464287390 BBG001SJRVW2 4,040,088 154,143 SH   SOLE   154,143 0 0
ISHARES TR MSCI CHINA ETF 46429B671 BBG001S56D46 5,856,083 106,281 SH   SOLE   106,281 0 0
ISHARES TR MSCI INTL QUALTY 46434V456 BBG007WGM3H4 3,952,228 91,455 SH   SOLE   91,455 0 0
KENVUE INC COM 49177J102 BBG01C79X614 3,977,956 190,060 SH   SOLE   190,060 0 0
KEURIG DR PEPPER INC COM 49271V100 BBG001ST5W34 562,714 17,021 SH   SOLE   17,021 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 1,484,241 1,657 SH   SOLE   1,657 0 0
KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 382,988 14,833 SH   SOLE   14,833 0 0
LAM RESEARCH CORP COM NEW 512807306 BBG001S5SW40 5,855,001 60,150 SH   SOLE   60,150 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 10,218,130 126,462 SH   SOLE   126,462 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 342,353 1,441 SH   SOLE   1,441 0 0
MANHATTAN ASSOCIATES INC COM 562750109 BBG001S71S35 4,783,908 24,226 SH   SOLE   24,226 0 0
MARKETAXESS HLDGS INC COM 57060D108 BBG001S8R6K4 8,462,129 37,889 SH   SOLE   37,889 0 0
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 937,657 3,432 SH   SOLE   3,432 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 836,307 10,805 SH   SOLE   10,805 0 0
MASCO CORP COM 574599106 BBG001S5SZ70 3,891,463 60,464 SH   SOLE   60,464 0 0
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 1,659,655 635 SH   SOLE   635 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 4,812,928 60,800 SH   SOLE   60,800 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 8,163,275 11,060 SH   SOLE   11,060 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 6,141,894 87,280 SH   SOLE   87,280 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 1,726,240 14,006 SH   SOLE   14,006 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 38,484,114 77,369 SH   SOLE   77,369 0 0
MICROSTRATEGY INC CL A NEW 594972408 BBG001SC7PX1 1,285,451 3,180 SH   SOLE   3,180 0 0
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 6,152,349 91,227 SH   SOLE   91,227 0 0
MONOLITHIC PWR SYS INC COM 609839105 BBG001SDRGP6 9,417,980 12,877 SH   SOLE   12,877 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 BBG008NVB1F7 765,586 12,222 SH   SOLE   12,222 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 7,141,580 5,333 SH   SOLE   5,333 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 9,205,363 129,580 SH   SOLE   129,580 0 0
NORDSON CORP COM 655663102 BBG001S5TKK7 1,714,960 8,000 SH   SOLE   8,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 4,629,815 9,260 SH   SOLE   9,260 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 19,637,525 124,296 SH   SOLE   124,296 0 0
OCCIDENTAL PETE CORP COM 674599105 BBG001S5TZG9 2,008,078 47,800 SH   SOLE   47,800 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 BBG001S6WQT9 429,770 2,648 SH   SOLE   2,648 0 0
ON SEMICONDUCTOR CORP COM 682189105 BBG001SF7RS6 274,471 5,237 SH   SOLE   5,237 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 6,260,033 28,633 SH   SOLE   28,633 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 965,563 10,713 SH   SOLE   10,713 0 0
PACCAR INC COM 693718108 BBG001S5V1S8 625,400 6,579 SH   SOLE   6,579 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 3,866,035 28,360 SH   SOLE   28,360 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 1,709,972 8,356 SH   SOLE   8,356 0 0
PAYCHEX INC COM 704326107 BBG001S5V135 656,606 4,514 SH   SOLE   4,514 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 905,812 12,188 SH   SOLE   12,188 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDFH8 876,109 8,371 SH   SOLE   8,371 0 0
PEPSICO INC COM 713448108 BBG001S695T1 5,767,903 43,683 SH   SOLE   43,683 0 0
PFIZER INC COM 717081103 BBG001S5V466 8,798,223 362,963 SH   SOLE   362,963 0 0
PROSHARES TR S&P 500 DV ARIST 74348A467 BBG005D266P2 3,877,436 38,501 SH   SOLE   38,501 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 4,319,768 27,124 SH   SOLE   27,124 0 0
REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 698,250 1,330 SH   SOLE   1,330 0 0
ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 763,533 1,347 SH   SOLE   1,347 0 0
ROSS STORES INC COM 778296103 BBG001S5VRS1 525,757 4,121 SH   SOLE   4,121 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 6,529,562 23,945 SH   SOLE   23,945 0 0
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 5,025,499 55,080 SH   SOLE   55,080 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 BBG004DW5NC7 1,760,933 15,266 SH   SOLE   15,266 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 1,304,994 14,242 SH   SOLE   14,242 0 0
SYNOPSYS INC COM 871607107 BBG001S5VTR8 6,328,522 12,344 SH   SOLE   12,344 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 554,427 2,283 SH   SOLE   2,283 0 0
TERADYNE INC COM 880770102 BBG001S5WMZ3 4,515,513 50,217 SH   SOLE   50,217 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 5,889,416 18,540 SH   SOLE   18,540 0 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 2,363,754 11,385 SH   SOLE   11,385 0 0
THE CAMPBELLS COMPANY COM 134429109 BBG001S5Q2B0 7,633,229 249,045 SH   SOLE   249,045 0 0
THE TRADE DESK INC COM CL A 88339J105 BBG00629NGW8 404,296 5,616 SH   SOLE   5,616 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 4,751,991 11,720 SH   SOLE   11,720 0 0
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 3,390,440 14,230 SH   SOLE   14,230 0 0
TRANSUNION COM 89400J107 BBG002Q7J607 7,373,608 83,791 SH   SOLE   83,791 0 0
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 7,328,244 72,600 SH   SOLE   72,600 0 0
US BANCORP DEL COM NEW 902973304 BBG001S6T8C1 8,779,722 194,027 SH   SOLE   194,027 0 0
VANECK ETF TRUST AGRIBUSINESS ETF 92189F700 BBG001SPSH76 2,572,430 34,942 SH   SOLE   34,942 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 BBG001SR42Z0 3,213,373 61,760 SH   SOLE   61,760 0 0
VEEVA SYS INC CL A COM 922475108 BBG001TX0CB4 5,382,634 18,691 SH   SOLE   18,691 0 0
VERISK ANALYTICS INC COM 92345Y106 BBG001SBRX64 546,060 1,753 SH   SOLE   1,753 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 1,432,654 3,218 SH   SOLE   3,218 0 0
VIATRIS INC COM 92556V106 BBG00Y52JV51 80,513,559 9,016,076 SH   SOLE   9,016,076 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 355,340 31,007 SH   SOLE   31,007 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 BBG001S5XK22 10,283,600 47,000 SH   SOLE   47,000 0 0
WORKDAY INC CL A 98138H101 BBG001T21KQ7 2,689,680 11,207 SH   SOLE   11,207 0 0
XCEL ENERGY INC COM 98389B100 BBG001S7F0X8 492,227 7,228 SH   SOLE   7,228 0 0
YUM CHINA HLDGS INC COM 98850P109 BBG00B8N0HH0 1,111,848 24,868 SH   SOLE   24,868 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 BBG001S7DQJ9 8,573,649 93,999 SH   SOLE   93,999 0 0
ZSCALER INC COM 98980G102 BBG003338H61 612,497 1,951 SH   SOLE   1,951 0 0