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
AMDOCS LTD SHS G02602103   200,249 2,352 SH   SOLE   0 0 2,352
ABBVIE INC COM 00287Y109   4,095,274 23,046 SH   SOLE   0 0 23,046
ADOBE INC COM 00724F101   3,267,509 7,348 SH   SOLE   0 0 7,348
ADVANCED MICRO DEVICES INC COM 007903107   234,453 1,941 SH   SOLE   0 0 1,941
ALPHABET INC CAP STK CL A 02079K305   4,750,105 25,093 SH   SOLE   0 0 25,093
AMAZON COM INC COM 023135106   1,789,784 8,158 SH   SOLE   0 0 8,158
APPLE INC COM 037833100   11,736,434 46,867 SH   SOLE   0 0 46,867
ARM HOLDINGS PLC SPONSORED ADS 042068205   2,396,515 19,427 SH   SOLE   0 0 19,427
BRISTOL-MYERS SQUIBB CO COM 110122108   513,339 9,076 SH   SOLE   0 0 9,076
BROADCOM INC COM 11135F101   19,166,445 82,671 SH   SOLE   0 0 82,671
ECOLAB INC COM 278865100   3,970,318 16,944 SH   SOLE   0 0 16,944
EDWARDS LIFESCIENCES CORP COM 28176E108   3,870,214 52,279 SH   SOLE   0 0 52,279
EMERSON ELEC CO COM 291011104   260,253 2,100 SH   SOLE   0 0 2,100
EQUINIX INC COM 29444U700   609,107 646 SH   SOLE   0 0 646
META PLATFORMS INC CL A 30303M102   678,606 1,159 SH   SOLE   0 0 1,159
GILEAD SCIENCES INC COM 375558103   427,211 4,625 SH   SOLE   0 0 4,625
HILTON WORLDWIDE HLDGS INC COM 43300A203   3,143,134 12,717 SH   SOLE   0 0 12,717
IDEXX LABS INC COM 45168D104   5,665,782 13,704 SH   SOLE   0 0 13,704
INCYTE CORP COM 45337C102   1,391,208 20,142 SH   SOLE   0 0 20,142
INTUITIVE SURGICAL INC COM NEW 46120E602   3,221,015 6,171 SH   SOLE   0 0 6,171
IOVANCE BIOTHERAPEUTICS INC COM 462260100   920,923 124,449 SH   SOLE   0 0 124,449
MARRIOTT INTL INC NEW CL A 571903202   3,003,905 10,769 SH   SOLE   0 0 10,769
MICROSOFT CORP COM 594918104   3,649,347 8,658 SH   SOLE   0 0 8,658
NV5 GLOBAL INC COM 62945V109   1,943,233 103,144 SH   SOLE   0 0 103,144
NEXTERA ENERGY INC COM 65339F101   1,062,016 14,814 SH   SOLE   0 0 14,814
NICE LTD SPONSORED ADR 653656108   5,576,696 32,835 SH   SOLE   0 0 32,835
NIKE INC CL B 654106103   583,340 7,709 SH   SOLE   0 0 7,709
NORFOLK SOUTHN CORP COM 655844108   253,476 1,080 SH   SOLE   0 0 1,080
NVIDIA CORPORATION COM 67066G104   6,759,262 50,333 SH   SOLE   0 0 50,333
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   758,298 8,975 SH   SOLE   0 0 8,975
ROPER TECHNOLOGIES INC COM 776696106   7,316,889 14,075 SH   SOLE   0 0 14,075
SKYWORKS SOLUTIONS INC COM 83088M102   1,456,924 16,429 SH   SOLE   0 0 16,429
SOUTHERN CO COM 842587107   232,554 2,825 SH   SOLE   0 0 2,825
TARGET CORP COM 87612E106   446,500 3,303 SH   SOLE   0 0 3,303
UNITED PARCEL SERVICE INC CL B 911312106   268,215 2,127 SH   SOLE   0 0 2,127
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   809,903 2,097 SH   SOLE   0 0 2,097