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
AAON INC COM PAR $0.004 000360206   12,275,493 131,373 SH   SOLE   131,373 0 0
AMAZON COM INC COM 023135106   20,540,774 93,550 SH   SOLE   93,550 0 0
AMPHENOL CORP NEW CL A 032095101   15,082,898 121,882 SH   SOLE   121,882 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   16,066,422 16,596 SH   SOLE   16,596 0 0
AXON ENTERPRISE INC COM 05464C101   14,420,976 20,095 SH   SOLE   20,095 0 0
BLACKSTONE INC COM 09260D107   13,261,890 77,623 SH   SOLE   77,623 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   22,816,883 306,308 SH   SOLE   306,308 0 0
DANAHER CORPORATION COM 235851102   20,876,778 105,300 SH   SOLE   105,300 0 0
FAIR ISAAC CORP COM 303250104   17,202,612 11,495 SH   SOLE   11,495 0 0
GALLAGHER ARTHUR J & CO COM 363576109   20,775,501 67,074 SH   SOLE   67,074 0 0
GE AEROSPACE COM NEW 369604301   23,195,929 77,109 SH   SOLE   77,109 0 0
GE VERNOVA INC COM 36828A101   15,996,009 26,014 SH   SOLE   26,014 0 0
META PLATFORMS INC CL A 30303M102   17,315,946 23,579 SH   SOLE   23,579 0 0
MICROSOFT CORP COM 594918104   21,618,197 41,738 SH   SOLE   41,738 0 0
MOODYS CORP COM 615369105   19,625,735 41,189 SH   SOLE   41,189 0 0
QUANTA SVCS INC COM 74762E102   22,169,398 53,495 SH   SOLE   53,495 0 0
SHERWIN WILLIAMS CO COM 824348106   9,063,009 26,174 SH   SOLE   26,174 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   21,899,724 51,900 SH   SOLE   51,900 0 0
TYLER TECHNOLOGIES INC COM 902252105   14,688,763 28,077 SH   SOLE   28,077 0 0
VISA INC COM CL A 92826C839   14,157,370 41,471 SH   SOLE   41,471 0 0