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
ALPHABET INC CAP STK CL A 02079K305   374,713 4,247 SH   SOLE N/A 4,247 0 0
AMPHENOL CORP NEW CL A 032095101   6,341,701 83,290 SH   SOLE N/A 83,290 0 0
ANALOG DEVICES INC COM 032654105   4,751,457 28,967 SH   SOLE N/A 28,967 0 0
APPLE INC COM 037833100   23,623,873 181,820 SH   SOLE N/A 181,820 0 0
BOEING CO COM 097023105   4,165,254 21,866 SH   SOLE N/A 21,866 0 0
CHEVRON CORP NEW COM 166764100   5,655,909 31,511 SH   SOLE N/A 31,511 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   8,746,737 6,304 SH   SOLE N/A 6,304 0 0
HOME DEPOT INC COM 437076102   485,161 1,536 SH   SOLE N/A 1,536 0 0
MASTERCARD INCORPORATED CL A 57636Q104   17,039,118 49,001 SH   SOLE N/A 49,001 0 0
MICRON TECHNOLOGY INC COM 595112103   4,467,662 89,389 SH   SOLE N/A 89,389 0 0
MICROSOFT CORP COM 594918104   22,200,137 92,570 SH   SOLE N/A 92,570 0 0
NASDAQ INC COM 631103108   19,458,502 317,172 SH   SOLE N/A 317,172 0 0
NOVANTA INC COM 67000B104   8,264,972 60,830 SH   SOLE N/A 60,830 0 0
NXP SEMICONDUCTORS N V COM N6596X109   6,942,574 43,932 SH   SOLE N/A 43,932 0 0
OCCIDENTAL PETE CORP COM 674599105   8,483,115 134,674 SH   SOLE N/A 134,674 0 0
PROGYNY INC COM 74340E103   3,736,785 119,961 SH   SOLE N/A 119,961 0 0
ROSS STORES INC COM 778296103   12,511,069 107,789 SH   SOLE N/A 107,789 0 0
S&P GLOBAL INC COM 78409V104   2,813,496 8,400 SH   SOLE N/A 8,400 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   16,075,192 29,191 SH   SOLE N/A 29,191 0 0
TJX COS INC NEW COM 872540109   11,238,883 141,192 SH   SOLE N/A 141,192 0 0
UBER TECHNOLOGIES INC COM 90353T100   450,086 18,200 SH   SOLE N/A 18,200 0 0
UNITEDHEALTH GROUP INC COM 91324P102   7,556,656 14,253 SH   SOLE N/A 14,253 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   827,031 60,544 SH   SOLE N/A 60,544 0 0
VISA INC COM CL A 92826C839   14,418,544 69,400 SH   SOLE N/A 69,400 0 0