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   18,492,546 112,144 SH   SOLE   112,144 0 0
AIRBNB INC COM CL A 009066101   587,292 4,721 SH   SOLE   4,721 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   1,991,207 5,167 SH   SOLE   5,167 0 0
ANALOG DEVICES INC COM 032654105   1,133,226 5,746 SH   SOLE   5,746 0 0
AUTOMATIC DATA PROCESSING INC COM COM 053015103   1,071,963 4,815 SH   SOLE   4,815 0 0
AUTODESK INC COM 052769106   517,902 2,488 SH   SOLE   2,488 0 0
AMERICAN ELEC PWR CO INC COM 025537101   535,112 5,881 SH   SOLE   5,881 0 0
ALIGN TECHNOLOGY INC COM 016255101   293,375 878 SH   SOLE   878 0 0
APPLIED MATLS INC COM 038222105   1,163,937 9,476 SH   SOLE   9,476 0 0
ADVANCED MICRO DEVICES INC COM 007903107   1,728,210 17,633 SH   SOLE   17,633 0 0
AMGEN INC COM 031162100   1,506,344 6,231 SH   SOLE   6,231 0 0
AMAZON COM INC COM 023135106   9,247,554 89,530 SH   SOLE   89,530 0 0
ANSYS INC COM 03662Q105   329,472 990 SH   SOLE   990 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   677,306 995 SH   SOLE   995 0 0
ACTIVISION BLIZZARD INC COM 00507V109   762,521 8,909 SH   SOLE   8,909 0 0
BROADCOM INC COM 11135F101   3,040,258 4,739 SH   SOLE   4,739 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   483,510 6,966 SH   SOLE   6,966 0 0
BIOGEN INC COM 09062X103   459,584 1,653 SH   SOLE   1,653 0 0
BOOKING HOLDINGS INC COM 09857L108   1,148,494 433 SH   SOLE   433 0 0
BAKER HUGHES COMPANY CL A 05722G100   336,508 11,660 SH   SOLE   11,660 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   640,144 3,047 SH   SOLE   3,047 0 0
CONSTELLATION ENERGY CORP COM 21037T109   293,276 3,736 SH   SOLE   3,736 0 0
CHARTER COMMUNICATIONS INC NEW CL A CL A 16119P108   628,678 1,758 SH   SOLE   1,758 0 0
COMCAST CORP NEW CL A 20030N101   1,857,438 48,996 SH   SOLE   48,996 0 0
COSTCO WHSL CORP NEW COM 22160K105   2,497,765 5,027 SH   SOLE   5,027 0 0
COPART INC COM 217204106   408,089 5,426 SH   SOLE   5,426 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   328,600 2,394 SH   SOLE   2,394 0 0
CISCO SYS INC COM 17275R102   2,447,934 46,828 SH   SOLE   46,828 0 0
COSTAR GROUP INC COM 22160N109   321,116 4,664 SH   SOLE   4,664 0 0
CSX CORP COM 126408103   712,003 23,781 SH   SOLE   23,781 0 0
CINTAS CORP COM 172908105   533,470 1,153 SH   SOLE   1,153 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A CL A 192446102   356,014 5,843 SH   SOLE   5,843 0 0
DATADOG INC CL A COM 23804L103   248,425 3,419 SH   SOLE   3,419 0 0
DOLLAR TREE INC COM 256746108   370,503 2,581 SH   SOLE   2,581 0 0
DEXCOM INC COM 252131107   507,358 4,367 SH   SOLE   4,367 0 0
ELECTRONIC ARTS INC COM 285512109   376,888 3,129 SH   SOLE   3,129 0 0
EBAY INC. COM 278642103   275,981 6,220 SH   SOLE   6,220 0 0
ENPHASE ENERGY INC COM 29355A107   332,032 1,579 SH   SOLE   1,579 0 0
EXELON CORP COM 30161N101   482,280 11,513 SH   SOLE   11,513 0 0
DIAMONDBACK ENERGY INC COM 25278X109   285,074 2,109 SH   SOLE   2,109 0 0
FASTENAL CO COM 311900104   352,120 6,528 SH   SOLE   6,528 0 0
FISERV INC COM 337738108   777,081 6,875 SH   SOLE   6,875 0 0
FORTINET INC COM 34959E109   586,908 8,831 SH   SOLE   8,831 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   444,990 6,165 SH   SOLE   6,165 0 0
GILEAD SCIENCES INC COM 375558103   1,194,021 14,391 SH   SOLE   14,391 0 0
ALPHABET INC CAP STK CL C 02079K107   5,396,560 51,890 SH   SOLE   51,890 0 0
ALPHABET INC CAP STK CL A 02079K305   5,460,140 52,638 SH   SOLE   52,638 0 0
HONEYWELL INTL INC COM 438516106   1,484,811 7,769 SH   SOLE   7,769 0 0
IDEXX LABS INC COM 45168D104   473,076 946 SH   SOLE   946 0 0
ILLUMINA INC COM 452327109   424,636 1,826 SH   SOLE   1,826 0 0
INTEL CORP COM 458140100   1,512,458 46,295 SH   SOLE   46,295 0 0
INTUIT COM 461202103   1,394,556 3,128 SH   SOLE   3,128 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   1,002,464 3,924 SH   SOLE   3,924 0 0
JD.COM INC SPON ADR CL A 47215P106   231,827 5,282 SH   SOLE   5,282 0 0
KEURIG DR PEPPER INC COM 49271V100   566,068 16,045 SH   SOLE   16,045 0 0
KRAFT HEINZ CO COM 500754106   545,788 14,114 SH   SOLE   14,114 0 0
KLA CORP COM NEW 482480100   618,314 1,549 SH   SOLE   1,549 0 0
LUCID GROUP INC COM 549498103   175,843 21,871 SH   SOLE   21,871 0 0
LAM RESEARCH CORP COM 512807108   805,782 1,520 SH   SOLE   1,520 0 0
LULULEMON ATHLETICA INC COM 550021109   513,872 1,411 SH   SOLE   1,411 0 0
MARRIOTT INTL INC NEW CL A 571903202   583,132 3,512 SH   SOLE   3,512 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   521,531 6,225 SH   SOLE   6,225 0 0
MONDELEZ INTL INC CL A 609207105   1,087,214 15,594 SH   SOLE   15,594 0 0
MERCADOLIBRE INC COM 58733R102   740,750 562 SH   SOLE   562 0 0
META PLATFORMS INC CL A 30303M102   5,123,014 24,172 SH   SOLE   24,172 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   642,881 11,903 SH   SOLE   11,903 0 0
MODERNA INC COM 60770K107   669,916 4,362 SH   SOLE   4,362 0 0
MARVELL TECHNOLOGY INC COM 573874104   421,612 9,737 SH   SOLE   9,737 0 0
MICROSOFT CORP COM 594918104   18,594,197 64,496 SH   SOLE   64,496 0 0
MICRON TECHNOLOGY INC COM 595112103   757,207 12,549 SH   SOLE   12,549 0 0
NETFLIX INC COM 64110L106   1,781,295 5,156 SH   SOLE   5,156 0 0
NVIDIA CORPORATION COM 67066G104   7,640,897 27,508 SH   SOLE   27,508 0 0
NXP SEMICONDUCTORS N V COM N6596X109   551,220 2,956 SH   SOLE   2,956 0 0
OLD DOMINION FREIGHT LINE INC COM COM 679580100   432,526 1,269 SH   SOLE   1,269 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   611,266 720 SH   SOLE   720 0 0
PALO ALTO NETWORKS INC COM 697435105   703,285 3,521 SH   SOLE   3,521 0 0
PAYCHEX INC COM 704326107   479,330 4,183 SH   SOLE   4,183 0 0
PACCAR INC COM 693718108   435,613 5,951 SH   SOLE   5,951 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   512,249 6,749 SH   SOLE   6,749 0 0
PEPSICO INC COM 713448108   2,905,133 15,936 SH   SOLE   15,936 0 0
PAYPAL HLDGS INC COM 70450Y103   983,119 12,946 SH   SOLE   12,946 0 0
QUALCOMM INC COM 747525103   1,631,493 12,788 SH   SOLE   12,788 0 0
REGENERON PHARMACEUTICALS COM 75886F107   1,003,259 1,221 SH   SOLE   1,221 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   170,915 11,041 SH   SOLE   11,041 0 0
ROSS STORES INC COM 778296103   421,548 3,972 SH   SOLE   3,972 0 0
STARBUCKS CORP COM 855244109   1,368,685 13,144 SH   SOLE   13,144 0 0
SEAGEN INC COM 81181C104   430,654 2,127 SH   SOLE   2,127 0 0
SIRIUS XM HOLDINGS INC COM 82968B103   183,406 46,198 SH   SOLE   46,198 0 0
SYNOPSYS INC COM 871607107   658,556 1,705 SH   SOLE   1,705 0 0
ATLASSIAN CORPORATION CL A 049468101   294,926 1,723 SH   SOLE   1,723 0 0
T-MOBILE US INC COM 872590104   1,984,743 13,703 SH   SOLE   13,703 0 0
TESLA INC COM 88160R101   5,584,408 26,918 SH   SOLE   26,918 0 0
TEXAS INSTRS INC COM 882508104   1,940,642 10,433 SH   SOLE   10,433 0 0
VERISK ANALYTICS INC COM 92345Y106   344,005 1,793 SH   SOLE   1,793 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   929,772 2,951 SH   SOLE   2,951 0 0
WALGREENS BOOTS ALLIANCE INC COM COM 931427108   349,362 10,103 SH   SOLE   10,103 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   426,318 28,233 SH   SOLE   28,233 0 0
WORKDAY INC CL A 98138H101   483,304 2,340 SH   SOLE   2,340 0 0
XCEL ENERGY INC COM 98389B100   427,232 6,335 SH   SOLE   6,335 0 0
ZOOM VIDEO COMMUNICATIONS INC CL A CL A 98980L101   209,484 2,837 SH   SOLE   2,837 0 0