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   11,856,815 40,976 SH   SOLE   0 0 0
ABBVIE INC COM 00287Y109   5,566,025 22,119 SH   SOLE   0 0 0
ADOBE INC COM 00724F101   2,336,818 11,398 SH   SOLE   0 0 0
ADVANCED MICRO DEVICES INC COM 007903107   1,082,816 1,864 SH   SOLE   0 0 0
AMAZON COM INC COM 023135106   1,889,321 7,927 SH   SOLE   0 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   6,114,914 17,246 SH   SOLE   0 0 0
BROADCOM INC COM 11135F101   26,920,732 71,266 SH   SOLE   0 0 0
ALPHABET INC CAP STK CL A 02079K305   8,694,812 24,330 SH   SOLE   0 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   4,183,954 12,661 SH   SOLE   0 0 0
INCYTE CORP COM 45337C102   2,097,273 18,501 SH   SOLE   0 0 0
KINROSS GOLD CORP COM 496902404   996,835 42,203 SH   SOLE   0 0 0
MARRIOTT INTL INC NEW CL A 571903202   3,728,506 10,061 SH   SOLE   0 0 0
META PLATFORMS INC CL A 30303M102   1,918,002 3,405 SH   SOLE   0 0 0
MICROSOFT CORP COM 594918104   3,585,468 9,612 SH   SOLE   0 0 0
NICE LTD SPONSORED ADR 653656108   2,420,335 26,641 SH   SOLE   0 0 0
NVIDIA CORPORATION COM 67066G104   9,748,450 48,720 SH   SOLE   0 0 0
ROPER TECHNOLOGIES INC COM 776696106   3,889,116 11,493 SH   SOLE   0 0 0
VISA INC COM CL A 92826C839   1,812,544 5,283 SH   SOLE   0 0 0
VISTRA CORP COM 92840M102   5,935,689 17,728 SH   SOLE   0 0 0
COREWEAVE INC COM CL A 21873S108   242,479 2,436 SH   SOLE   0 0 0
IDEXX LABS INC COM 45168D104   6,049,848 11,492 SH   SOLE   0 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   343,300 5,958 SH   SOLE   0 0 0
ECOLAB INC COM 278865100   2,591,630 9,302 SH   SOLE   0 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   3,974,089 43,932 SH   SOLE   0 0 0
GILEAD SCIENCES INC COM 375558103   344,908 2,730 SH   SOLE   0 0 0
NEXTERA ENERGY INC COM 65339F101   667,666 7,607 SH   SOLE   0 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   365,931 1,390 SH   SOLE   0 0 0
EQUINIX INC COM 29444U700   506,602 486 SH   SOLE   0 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   1,815,012 4,564 SH   SOLE   0 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   377,239 5,564 SH   SOLE   0 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   705,550 1,410 SH   SOLE   0 0 0
ELI LILLY & CO COM 532457108   297,459 248 SH   SOLE   0 0 0
SOUTHERN CO COM 842587107   202,235 2,113 SH   SOLE   0 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106   505,708 6,231 SH   SOLE   0 0 0
EMERSON ELEC CO COM 291011104   217,159 1,517 SH   SOLE   0 0 0
EXPEDITORS INTL WASH INC COM 302130109   272,177 1,670 SH   SOLE   0 0 0
APPLIED MATLS INC COM 038222105   260,280 360 SH   SOLE   0 0 0