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 AAPL 037833100   10,367,829 40,852 SH   SOLE   0 0 40,852
ABBVIE INC ABBV 00287Y109   4,749,764 21,839 SH   SOLE   0 0 21,839
ADOBE INC ADBE 00724F101   1,558,142 6,410 SH   SOLE   0 0 6,410
ADVANCED MICRO DEVIC AMD 007903107   379,193 1,864 SH   SOLE   0 0 1,864
AMAZON.COM INC AMZN 023135106   1,602,012 7,692 SH   SOLE   0 0 7,692
ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS ARM 042068205   2,608,974 17,246 SH   SOLE   0 0 17,246
BROADCOM INC AVGO 11135F101   23,039,305 74,438 SH   SOLE   0 0 74,438
ALPHABET INC CLASS CLASS A GOOGL 02079K305   6,933,646 24,112 SH   SOLE   0 0 24,112
HILTON WORLDWIDE HLDGS I HLT 43300A203   3,851,477 12,666 SH   SOLE   0 0 12,666
INCYTE CORP INCY 45337C102   1,740,278 18,490 SH   SOLE   0 0 18,490
KINROSS GOLD CORP F KGC 496902404   1,278,879 41,903 SH   SOLE   0 0 41,903
MARRIOTT INTL INC NEW CLASS CLASS A MAR 571903202   3,291,632 10,064 SH   SOLE   0 0 10,064
META PLATFORMS INC CLASS CLASS A META 30303M102   1,452,065 2,538 SH   SOLE   0 0 2,538
MICROSOFT CORP MSFT 594918104   2,949,144 7,967 SH   SOLE   0 0 7,967
NICE LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS NICE 653656108   2,937,436 26,641 SH   SOLE   0 0 26,641
NVIDIA CORP NVDA 67066G104   8,396,893 48,147 SH   SOLE   0 0 48,147
ROPER TECHNOLOGIES INC ROP 776696106   4,133,792 11,682 SH   SOLE   0 0 11,682
TRANSDIGM GROUP INC TDG 893641100   814,748 703 SH   SOLE   0 0 703
VISA INC CLASS CLASS A V 92826C839   1,509,084 4,993 SH   SOLE   0 0 4,993
VERTIV HLDGS CO CLASS CLASS A VRT 92537N108   4,398,681 17,554 SH   SOLE   0 0 17,554
IDEXX LABS INC IDXX 45168D104   6,819,658 12,137 SH   SOLE   0 0 12,137
BRISTOL MYERS SQUIBB CO BMY 110122108   361,352 5,958 SH   SOLE   0 0 5,958
ECOLAB INC ECL 278865100   2,491,277 9,365 SH   SOLE   0 0 9,365
EDWARDS LIFESCIENCES COR EW 28176E108   3,528,004 44,056 SH   SOLE   0 0 44,056
GILEAD SCIENCES INC GILD 375558103   380,480 2,730 SH   SOLE   0 0 2,730
NEXTERA ENERGY INC NEE 65339F101   706,538 7,607 SH   SOLE   0 0 7,607
VERIZON COMMUNICATIONS I VZ 92343V104   233,580 4,653 SH   SOLE   0 0 4,653
ZEBRA TECHNOLOGIES CORP CLASS A ZBRA 989207105   290,621 1,390 SH   SOLE   0 0 1,390
EQUINIX INC REIT EQIX 29444U700   476,396 486 SH   SOLE   0 0 486
INTUITIVE SURGICAL INC ISRG 46120E602   2,103,958 4,564 SH   SOLE   0 0 4,564
IOVANCE BIOTHERAPEUTICS IOVA 462260100   207,591 59,143 SH   SOLE   0 0 59,143
SKYWORKS SOLUTIONS INC SWKS 83088M102   298,969 5,583 SH   SOLE   0 0 5,583
BERKSHIRE HATHAWAY CLASS B BRKB 084670702   687,652 1,435 SH   SOLE   0 0 1,435
ELI LILLY AND CO LLY 532457108   228,102 248 SH   SOLE   0 0 248
SOUTHERN CO SO 842587107   203,946 2,113 SH   SOLE   0 0 2,113
PUBLIC SVC ENTERPRISE GR PEG 744573106   504,399 6,231 SH   SOLE   0 0 6,231
EXPEDITORS INTL WASH INC CLASS CLASS A EXPD 302130109   239,194 1,670 SH   SOLE   0 0 1,670