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   50,203 133,504 SH   SOLE   50,203 0 0
APPLE INC COM 037833100   37,852 196,604 SH   SOLE   37,852 0 0
ALPHABET INC-CL C COM 02079K107   31,458 223,218 SH   SOLE   31,458 0 0
XYLEM INC COM 98419M100   30,845 269,715 SH   SOLE   30,845 0 0
COPART INC COM 217204106   27,347 558,110 SH   SOLE   27,347 0 0
SERVICENOW INC COM 81762P102   25,620 36,264 SH   SOLE   25,620 0 0
DANAHER CORP COM 235851102   22,917 99,063 SH   SOLE   22,917 0 0
SALESFORCE INC COM 79466L302   22,744 86,432 SH   SOLE   22,744 0 0
AMAZON.COM INC COM 023135106   22,699 149,395 SH   SOLE   22,699 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839   21,913 84,168 SH   SOLE   21,913 0 0
ADOBE INC COM 00724F101   21,163 35,472 SH   SOLE   21,163 0 0
ELEVANCE HEALTH INC COM 036752103   20,512 43,498 SH   SOLE   20,512 0 0
S&P GLOBAL INC COM 78409V104   19,235 43,664 SH   SOLE   19,235 0 0
COSTCO WHOLESALE CORP COM 22160K105   18,559 28,116 SH   SOLE   18,559 0 0
AMERICAN TOWER CORP COM 03027X100   18,196 84,286 SH   SOLE   18,196 0 0
AUTOZONE INC COM 053332102   18,138 7,015 SH   SOLE   18,138 0 0
SCHWAB (CHARLES) CORP COM 808513105   16,817 244,431 SH   SOLE   16,817 0 0
BROWN & BROWN INC COM 115236101   16,172 227,429 SH   SOLE   16,172 0 0
CARMAX INC COM 143130102   15,758 205,340 SH   SOLE   15,758 0 0
AUTODESK INC COM 052769106   15,337 62,991 SH   SOLE   15,337 0 0
CDW CORP/DE COM 12514G108   14,428 63,472 SH   SOLE   14,428 0 0
TEXAS INSTRUMENTS INC COM 882508104   11,940 70,043 SH   SOLE   11,940 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   11,930 92,891 SH   SOLE   11,930 0 0
LULULEMON ATHLETICA INC COM 550021109   11,661 22,807 SH   SOLE   11,661 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   10,931 44,818 SH   SOLE   10,931 0 0
WEST PHARMACEUTICAL SERVICES COM 955306105   10,165 28,867 SH   SOLE   10,165 0 0
STARBUCKS CORP COM 855244109   10,102 105,218 SH   SOLE   10,102 0 0
WASTE MANAGEMENT INC COM 94106L109   10,061 56,174 SH   SOLE   10,061 0 0
BROADCOM INC COM 11135F101   9,561 8,565 SH   SOLE   9,561 0 0
VULCAN MATERIALS CO COM 929160109   9,146 40,289 SH   SOLE   9,146 0 0
FASTENAL CO COM 311900104   8,885 137,175 SH   SOLE   8,885 0 0
CISCO SYSTEMS INC COM 17275R102   8,872 175,617 SH   SOLE   8,872 0 0
CME GROUP INC SHS 12572Q105   7,867 37,357 SH   SOLE   7,867 0 0
MASTERCARD INC - A CL A 57636Q104   7,655 17,949 SH   SOLE   7,655 0 0
EQUINIX INC COM 29444U700   7,460 9,262 SH   SOLE   7,460 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   7,330 13,810 SH   SOLE   7,330 0 0
MSCI INC COM 55354G100   7,289 12,886 SH   SOLE   7,289 0 0
ENPHASE ENERGY INC COM 29355A107   7,210 54,565 SH   SOLE   7,210 0 0
MOODY'S CORP COM 615369105   6,122 15,675 SH   SOLE   6,122 0 0
AIR PRODUCTS & CHEMICALS INC COM 009158106   4,449 16,249 SH   SOLE   4,449 0 0
SEA LTD-ADR SPONSORD ADS 81141R100   3,009 74,296 SH   SOLE   3,009 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   2,903 38,074 SH   SOLE   2,903 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305   2,279 16,316 SH   SOLE   2,279 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   1,735 18,536 SH   SOLE   1,735 0 0
HOME DEPOT INC COM 437076102   1,516 4,374 SH   SOLE   1,516 0 0
FIVE BELOW COM 33829M101   1,061 4,978 SH   SOLE   1,061 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   1,024 9,391 SH   SOLE   1,024 0 0
GLOBANT SA COM L44385109   980 4,116 SH   SOLE   980 0 0
WORKIVA INC COM CL A 98139A105   925 9,112 SH   SOLE   925 0 0
TOPBUILD CORP COM 89055F103   922 2,463 SH   SOLE   922 0 0
BLACKLINE INC COM 09239B109   914 14,631 SH   SOLE   914 0 0
DARLING INGREDIENTS INC COM 237266101   905 18,162 SH   SOLE   905 0 0
FLOOR & DECOR HOLDINGS INC-A CL A 339750101   841 7,538 SH   SOLE   841 0 0
SIMPSON MANUFACTURING CO INC COM 829073105   831 4,199 SH   SOLE   831 0 0
TETRA TECH INC COM 88162G103   831 4,978 SH   SOLE   831 0 0
FOUR CORNERS PROPERTY TRUST COM 35086T109   811 32,057 SH   SOLE   811 0 0
KADANT INC COM 48282T104   793 2,829 SH   SOLE   793 0 0
FEDERAL SIGNAL CORP COM 313855108   727 9,477 SH   SOLE   727 0 0
LINCOLN ELECTRIC HOLDINGS COM 533900106   718 3,304 SH   SOLE   718 0 0
GROCERY OUTLET HOLDING CORP COM 39874R101   698 25,882 SH   SOLE   698 0 0
NOVA LTD COM M7516K103   670 4,874 SH   SOLE   670 0 0
FIRST WATCH RESTAURANT GROUP COM 33748L101   438 21,808 SH   SOLE   438 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   436 2,682 SH   SOLE   436 0 0
ELECTRONIC ARTS INC COM 285512109   408 2,982 SH   SOLE   408 0 0