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
MICROSOFT CORP COM 594918104   54,141 187,794 SH   SOLE 0 187,794 0 0
APPLE INC COM 037833100   43,519 263,912 SH   SOLE   263,912 0 0
ALPHABET INC-CL C COM 02079K107   38,228 367,578 SH   SOLE   367,578 0 0
SALESFORCE INC COM 79466L302   28,458 142,448 SH   SOLE   142,448 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839   27,105 120,220 SH   SOLE   120,220 0 0
COPART INC COM 217204106   23,761 315,929 SH   SOLE   315,929 0 0
DANAHER CORP COM 235851102   21,589 85,657 SH   SOLE   85,657 0 0
COSTCO WHOLESALE CORP COM 22160K105   19,510 39,266 SH   SOLE   39,266 0 0
ADOBE INC COM 00724F101   18,974 49,237 SH   SOLE   49,237 0 0
AUTOZONE INC COM 053332102   18,726 7,618 SH   SOLE   7,618 0 0
S&P GLOBAL INC COM 78409V104   17,405 50,483 SH   SOLE   50,483 0 0
AMAZON.COM INC COM 023135106   16,949 164,088 SH   SOLE   164,088 0 0
TEXAS INSTRUMENTS INC COM 882508104   16,145 86,797 SH   SOLE   86,797 0 0
STARBUCKS CORP COM 855244109   15,258 146,525 SH   SOLE   146,525 0 0
CARMAX INC COM 143130102   14,919 232,090 SH   SOLE   232,090 0 0
WALT DISNEY CO/THE COM 254687106   14,573 145,541 SH   SOLE   145,541 0 0
HOME DEPOT INC COM 437076102   14,566 49,357 SH   SOLE   49,357 0 0
SERVICENOW INC COM 81762P102   13,961 30,042 SH   SOLE   30,042 0 0
AUTODESK INC COM 052769106   13,741 66,014 SH   SOLE   66,014 0 0
BROWN & BROWN INC COM 115236101   13,176 229,462 SH   SOLE   229,462 0 0
SCHWAB (CHARLES) CORP COM 808513105   12,964 247,503 SH   SOLE   247,503 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105   12,607 253,567 SH   SOLE   253,567 0 0
JPMORGAN CHASE & CO COM 46625H100   12,271 94,167 SH   SOLE   94,167 0 0
MSCI INC COM 55354G100   11,879 21,224 SH   SOLE   21,224 0 0
ELEVANCE HEALTH INC COM 036752103   11,793 25,647 SH   SOLE   25,647 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   11,734 20,358 SH   SOLE   20,358 0 0
CISCO SYSTEMS INC COM 17275R102   10,106 193,331 SH   SOLE   193,331 0 0
ENPHASE ENERGY INC COM 29355A107   9,870 46,936 SH   SOLE   46,936 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   9,842 94,369 SH   SOLE   94,369 0 0
WEST PHARMACEUTICAL SERVICES COM 955306105   9,668 27,904 SH   SOLE   27,904 0 0
REALTY INCOME CORP COM 756109104   9,107 143,826 SH   SOLE   143,826 0 0
LULULEMON ATHLETICA INC COM 550021109   8,923 24,502 SH   SOLE   24,502 0 0
CME GROUP INC COM 12572Q105   8,685 45,349 SH   SOLE   45,349 0 0
NIKE INC -CL B CL B 654106103   8,538 69,617 SH   SOLE   69,617 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   8,232 44,744 SH   SOLE   44,744 0 0
FASTENAL CO COM 311900104   7,920 146,837 SH   SOLE   146,837 0 0
ICICI BANK LTD-SPON ADR ADR 45104G104   7,838 363,217 SH   SOLE   363,217 0 0
MASTERCARD INC - A CL A 57636Q104   7,732 21,277 SH   SOLE   21,277 0 0
BROADCOM INC COM 11135F101   7,503 11,695 SH   SOLE   11,695 0 0
EQUINIX INC COM 29444U700   7,427 10,300 SH   SOLE   10,300 0 0
VULCAN MATERIALS CO COM 929160109   7,184 41,877 SH   SOLE   41,877 0 0
AMERICAN TOWER CORP COM 03027X100   7,125 34,870 SH   SOLE   34,870 0 0
QUIMICA Y MINERA CHIL-SP ADR SPON ADR SER B 833635105   7,027 86,690 SH   SOLE   86,690 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305   6,458 62,256 SH   SOLE   62,256 0 0
SEA LTD-ADR SPONSORD ADS 81141R100   6,202 71,656 SH   SOLE   71,656 0 0
MOODY'S CORP COM 615369105   6,000 19,607 SH   SOLE   19,607 0 0
CENTENE CORP COM 15135B101   5,727 90,610 SH   SOLE   90,610 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   5,456 17,950 SH   SOLE   17,950 0 0
XYLEM INC COM 98419M100   5,238 50,033 SH   SOLE   50,033 0 0
WASTE MANAGEMENT INC COM 94106L109   3,788 23,218 SH   SOLE   23,218 0 0
ENVIVA INC COM 29415B103   1,792 61,996 SH   SOLE   61,996 0 0
WORKIVA INC COM CL A 98139A105   819 7,999 SH   SOLE   7,999 0 0
TOPBUILD CORP COM 89055F103   804 3,863 SH   SOLE   3,863 0 0
DARLING INGREDIENTS INC COM 237266101   802 13,733 SH   SOLE   13,733 0 0
FLOOR & DECOR HOLDINGS INC-A CL A 339750101   795 8,098 SH   SOLE   8,098 0 0
BLACKLINE INC COM 09239B109   792 11,794 SH   SOLE   11,794 0 0
FIVE BELOW COM 33829M101   779 3,783 SH   SOLE   3,783 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106   764 18,285 SH   SOLE   18,285 0 0
GROCERY OUTLET HOLDING CORP COM 39874R101   747 26,424 SH   SOLE   26,424 0 0
KADANT INC COM 48282T104   734 3,520 SH   SOLE   3,520 0 0
TETRA TECH INC COM 88162G103   710 4,831 SH   SOLE   4,831 0 0
FOUR CORNERS PROPERTY TRUST COM 35086T109   709 26,414 SH   SOLE   26,414 0 0
SIMPSON MANUFACTURING CO INC COM 829073105   700 6,381 SH   SOLE   6,381 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   651 7,938 SH   SOLE   7,938 0 0
LINCOLN ELECTRIC HOLDINGS COM 533900106   597 3,528 SH   SOLE   3,528 0 0
RADIUS GLOBAL INFRASTRUCTU-A COM CL A 750481103   442 30,096 SH   SOLE   30,096 0 0
FEDERAL SIGNAL CORP COM 313855108   360 6,636 SH   SOLE   6,636 0 0
ELECTRONIC ARTS INC COM 285512109   359 2,982 SH   SOLE   2,982 0 0