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
APPLE INC COM 037833100   52,061,719 234,375 SH   SOLE   234,375 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,939,105 9,419 SH   SOLE   9,419 0 0
ADOBE INC COM 00724F101   1,836,725 4,789 SH   SOLE   4,789 0 0
ANALOG DEVICES INC COM 032654105   4,650,712 23,061 SH   SOLE   23,061 0 0
AUTODESK INC COM 052769106   7,378,309 28,183 SH   SOLE   28,183 0 0
GALLAGHER ARTHUR J & CO COM 363576109   3,886,712 11,258 SH   SOLE   11,258 0 0
AMAZON COM INC COM 023135106   21,473,505 112,864 SH   SOLE   112,864 0 0
AIR PRODS & CHEMS INC COM 009158106   5,839,416 19,800 SH   SOLE   19,800 0 0
BROADCOM INC COM 11135F101   3,071,671 18,346 SH   SOLE   18,346 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   18,512,200 140,000 SH   SOLE   140,000 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   2,332,552 22,304 SH   SOLE   22,304 0 0
TOPBUILD CORP COM 89055F103   6,431,091 21,089 SH   SOLE   21,089 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   5,363,565 21,089 SH   SOLE   21,089 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   4,466,180 88,950 SH   SOLE   88,950 0 0
COSTCO WHSL CORP NEW COM 22160K105   8,771,164 9,274 SH   SOLE   9,274 0 0
CORPAY INC COM SHS 219948106   8,410,778 24,119 SH   SOLE   24,119 0 0
COPART INC COM 217204106   3,266,941 57,730 SH   SOLE   57,730 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107   285,090 8,500 SH   SOLE   8,500 0 0
COSTAR GROUP INC COM 22160N109   5,289,870 66,766 SH   SOLE   66,766 0 0
DISNEY WALT CO COM 254687106   3,754,647 38,041 SH   SOLE   38,041 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203   3,259,800 180,000 SH   SOLE   180,000 0 0
ELECTRONIC ARTS INC COM 285512109   701,789 4,856 SH   SOLE   4,856 0 0
ISHARES TR MSCI EAFE ETF 464287465   16,818,645 205,783 SH   SOLE   205,783 0 0
EQUIFAX INC COM 294429105   6,006,433 24,661 SH   SOLE   24,661 0 0
ELEVANCE HEALTH INC COM 036752103   6,947,616 15,973 SH   SOLE   15,973 0 0
EQUINIX INC COM 29444U700   2,398,760 2,942 SH   SOLE   2,942 0 0
ISHARES INC MSCI CDA ETF 464286509   3,252,869 79,825 SH   SOLE   79,825 0 0
ISHARES INC MSCI HONG KG ETF 464286871   963,558 55,029 SH   SOLE   55,029 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   3,849,370 56,146 SH   SOLE   56,146 0 0
FAIR ISAAC CORP COM 303250104   3,870,892 2,099 SH   SOLE   2,099 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106   6,382,648 62,361 SH   SOLE   62,361 0 0
ALPHABET INC CAP STK CL C 02079K107   5,625,530 36,008 SH   SOLE   36,008 0 0
ALPHABET INC CAP STK CL A 02079K305   11,242,019 72,698 SH   SOLE   72,698 0 0
IDEXX LABS INC COM 45168D104   4,251,994 10,125 SH   SOLE   10,125 0 0
INTUIT COM 461202103   5,604,501 9,128 SH   SOLE   9,128 0 0
IQVIA HLDGS INC COM 46266C105   5,194,327 29,463 SH   SOLE   29,463 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   6,319,645 12,760 SH   SOLE   12,760 0 0
GARTNER INC COM 366651107   2,809,320 6,693 SH   SOLE   6,693 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   3,409,117 100,475 SH   SOLE   100,475 0 0
LINDE PLC SHS G54950103   2,646,232 5,683 SH   SOLE   5,683 0 0
ELI LILLY & CO COM 532457108   412,955 500 SH   SOLE   500 0 0
MASTERCARD INCORPORATED CL A 57636Q104   5,946,006 10,848 SH   SOLE   10,848 0 0
MOODYS CORP COM 615369105   4,699,278 10,091 SH   SOLE   10,091 0 0
META PLATFORMS INC CL A 30303M102   5,504,814 9,551 SH   SOLE   9,551 0 0
MSCI INC COM 55354G100   8,895,315 15,730 SH   SOLE   15,730 0 0
MICROSOFT CORP COM 594918104   23,299,707 62,068 SH   SOLE   62,068 0 0
NASDAQ INC COM 631103108   4,723,423 62,265 SH   SOLE   62,265 0 0
SERVICENOW INC COM 81762P102   2,846,201 3,575 SH   SOLE   3,575 0 0
NETEASE INC SPONSORED ADS 64110W102   5,537,096 53,800 SH   SOLE   53,800 0 0
NVIDIA CORPORATION COM 67066G104   27,784,514 256,362 SH   SOLE   256,362 0 0
NXP SEMICONDUCTORS N V COM N6596X109   7,330,994 38,572 SH   SOLE   38,572 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   2,711,891 16,391 SH   SOLE   16,391 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   32,188,478 271,977 SH   SOLE   271,977 0 0
PHILIP MORRIS INTL INC COM 718172109   14,029,669 88,387 SH   SOLE   88,387 0 0
QUANTA SVCS INC COM 74762E102   3,215,377 12,650 SH   SOLE   12,650 0 0
QUALCOMM INC COM 747525103   8,652,237 56,326 SH   SOLE   56,326 0 0
QUDIAN INC ADR 747798106   3,497,000 1,300,000 SH   SOLE   1,300,000 0 0
ROLLINS INC COM 775711104   3,336,190 61,747 SH   SOLE   61,747 0 0
REPUBLIC SVCS INC COM 760759100   807,604 3,335 SH   SOLE   3,335 0 0
SYNOPSYS INC COM 871607107   5,052,711 11,782 SH   SOLE   11,782 0 0
S&P GLOBAL INC COM 78409V104   5,906,154 11,624 SH   SOLE   11,624 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104   1,045,889 79,174 SH   SOLE   79,174 0 0
TRIP COM GROUP LTD ADS 89677Q107   1,895,574 29,814 SH   SOLE   29,814 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109   207,014 14,366 SH   SOLE   14,366 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   3,590,682 7,216 SH   SOLE   7,216 0 0
TRANSUNION COM 89400J107   1,124,432 13,549 SH   SOLE   13,549 0 0
TESLA INC COM 88160R101   35,997,324 138,900 SH   SOLE   138,900 0 0
THE TRADE DESK INC COM CL A 88339J105   4,666,139 85,273 SH   SOLE   85,273 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   1,819,448 8,779 SH   SOLE   8,779 0 0
TRADEWEB MKTS INC CL A 892672106   5,942,557 40,028 SH   SOLE   40,028 0 0
UNITEDHEALTH GROUP INC COM 91324P102   9,688,328 18,498 SH   SOLE   18,498 0 0
ISHARES INC MSCI WORLD ETF 464286392   2,250,061 14,689 SH   SOLE   14,689 0 0
VISA INC COM CL A 92826C839   15,593,367 44,494 SH   SOLE   44,494 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   41,744,909 81,230 SH   SOLE   81,230 0 0
VERISK ANALYTICS INC COM 92345Y106   5,584,244 18,763 SH   SOLE   18,763 0 0
WASTE CONNECTIONS INC COM 94106B101   731,377 3,747 SH   SOLE   3,747 0 0
WASTE MGMT INC DEL COM 94106L109   3,241,603 14,002 SH   SOLE   14,002 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   7,436,252 22,004 SH   SOLE   22,004 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   19,771,357 1,548,266 SH   SOLE   1,548,266 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105   974,144 49,100 SH   SOLE   49,100 0 0
ZOETIS INC CL A 98978V103   4,271,021 25,940 SH   SOLE   25,940 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108   1,231,200 20,000 SH   SOLE   20,000 0 0
API GROUP CORP COM STK 00187Y100   6,804,735 190,289 SH   SOLE   190,289 0 0
EXPEDIA GROUP INC COM NEW 30212P303   8,539,480 50,800 SH   SOLE   50,800 0 0
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303   2,794,000 110,000 SH   SOLE   110,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   3,509,121 56,994 SH   SOLE   56,994 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   6,610,243 46,775 SH   SOLE   46,775 0 0
UNITED RENTALS INC COM 911363109   8,244,865 13,156 SH   SOLE   13,156 0 0
AXON ENTERPRISE INC COM 05464C101   1,503,165 2,858 SH   SOLE   2,858 0 0
BANK NEW YORK MELLON CORP COM 064058100   4,224,364 50,368 SH   SOLE   50,368 0 0
BEIGENE LTD SPONSORED ADR 07725L102   1,905,190 7,000 SH   SOLE   7,000 0 0
CONOCOPHILLIPS COM 20825C104   8,080,134 76,939 SH   SOLE   76,939 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   189,158 5,111 SH   SOLE   5,111 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   4,717,339 20,731 SH   SOLE   20,731 0 0
PROGRESSIVE CORP COM 743315103   5,771,706 20,394 SH   SOLE   20,394 0 0
PTC INC COM 69370C100   7,424,119 47,913 SH   SOLE   47,913 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   1,960,857 3,565 SH   SOLE   3,565 0 0
US BANCORP DEL COM NEW 902973304   7,990,388 189,256 SH   SOLE   189,256 0 0
UBER TECHNOLOGIES INC COM 90353T100   3,010,357 41,317 SH   SOLE   41,317 0 0
VNET GROUP INC SPONSORED ADS A 90138A103   27,210,347 3,318,335 SH   SOLE   3,318,335 0 0
VULCAN MATLS CO COM 929160109   2,160,825 9,262 SH   SOLE   9,262 0 0
WELLS FARGO CO NEW COM 949746101   4,430,951 61,721 SH   SOLE   61,721 0 0