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 0 037833100 BBG000B9XRY4 85,363,024 340,881 SH   SOLE   340,881 0 0
AMERICAN TOWER CORPORATION 0 03027X100 BBG000B9XYV2 916,642 5,000 SH   SOLE   5,000 0 0
ABBOTT LABORATORIES 0 002824100 BBG000B9ZXB4 3,404,611 30,100 SH   SOLE   30,100 0 0
0 0 00724F101 BBG000BB5006 636,782 1,432 SH   SOLE   1,432 0 0
GARTNER INC 0 366651107 BBG000BB65D0 411,800 850 SH   SOLE   850 0 0
NVIDIA CORPORATION 0 67066G104 BBG000BBJQV0 94,929,601 706,900 SH   SOLE   706,900 0 0
QUANTA SERVICES; INC, 0 74762E102 BBG000BBL8V7 2,169,683 6,865 SH   SOLE   6,865 0 0
DARDEN RESTAURANTS; INC, 0 237194105 BBG000BBNYF6 1,965,846 10,530 SH   SOLE   10,530 0 0
APPLIED MATERIALS; INC, 0 038222105 BBG000BBPFB9 2,115,328 13,007 SH   SOLE   13,007 0 0
ADVANCED MICRO DEVICES INC 0 007903107 BBG000BBQCY0 2,385,119 19,746 SH   SOLE   19,746 0 0
AMGEN INC, 0 031162100 BBG000BBS2Y0 1,172,880 4,500 SH   SOLE   4,500 0 0
ELEVANCE HEALTH INC, 0 036752103 BBG000BCG930 1,837,122 4,980 SH   SOLE   4,980 0 0
SAREPTA THERAPEUTICS INC 0 803607100 BBG000BCJ161 1,337,490 11,000 SH   SOLE   11,000 0 0
AVERY DENNISON CORPORATION 0 053611109 BBG000BCQ4P6 7,449,645 39,810 SH   SOLE   39,810 0 0
AMERICAN EXPRESS COMPANY 0 025816109 BBG000BCQZS4 8,161,725 27,500 SH   SOLE   27,500 0 0
BANK OF AMERICA CORPORATION 0 060505104 BBG000BCTLF6 7,111,708 161,788 SH   SOLE   161,788 0 0
VERISK ANALYTICS; INC, 0 92345Y106 BBG000BCZL41 444,819 1,615 SH   SOLE   1,615 0 0
0 0 874039100 BBG000BD8ZK0 2,119,926 10,730 SH   SOLE   10,730 0 0
CVS HEALTH CORP 0 126650100 BBG000BGRY34 7,904,231 176,080 SH   SOLE   176,080 0 0
DEERE & COMPANY 0 244199105 BBG000BH1NH9 1,715,439 4,049 SH   SOLE   4,049 0 0
WALT DISNEY CO/THE 0 254687106 BBG000BH4R78 13,219,691 118,709 SH   SOLE   118,709 0 0
INTUIT INC, 0 461202103 BBG000BH5DV1 832,763 1,325 SH   SOLE   1,325 0 0
EMERSON ELECTRIC CO, 0 291011104 BBG000BHX7N2 18,212,753 146,960 SH   SOLE   146,960 0 0
EATON CORPORATION PUBLIC LIMITED COMPANY 0 G29183103 BBG000BJ3PD2 13,800,410 41,579 SH   SOLE   41,579 0 0
0 0 31428X106 BBG000BJF1Z8 1,593,290 5,660 SH   SOLE   5,660 0 0
INTUITIVE SURGICAL; INC, 0 46120E602 BBG000BJPDZ1 3,664,159 7,020 SH   SOLE   7,020 0 0
0 0 65339F101 BBG000BJSBJ0 1,516,527 21,151 SH   SOLE   21,151 0 0
THE HOME DEPOT; INC, 0 437076102 BBG000BKZB36 17,119,450 44,010 SH   SOLE   44,010 0 0
INTERNATIONAL BUSINESS MACHINES CORPORATION 0 459200101 BBG000BLNNH6 6,704,815 30,500 SH   SOLE   30,500 0 0
IDEXX LABORATORIES INC 0 45168D104 BBG000BLRT07 279,072 675 SH   SOLE   675 0 0
Coherent Corp 0 19247G107 BBG000BLW102 614,798 6,490 SH   SOLE   6,490 0 0
0 0 617446448 BBG000BLZRJ2 2,454,219 19,512 SH   SOLE   19,512 0 0
AUTODESK; INC, 0 052769106 BBG000BM7HL0 632,520 2,140 SH   SOLE   2,140 0 0
JOHNSON & JOHNSON 0 478160104 BBG000BMHYD1 8,604,890 59,500 SH   SOLE   59,500 0 0
0 0 191216100 BBG000BMX289 2,032,010 32,627 SH   SOLE   32,627 0 0
SALESFORCE,COM; INC, 0 79466L302 BBG000BN2DC2 34,811,910 104,119 SH   SOLE   104,119 0 0
DARLING INGREDIENTS INC, 0 237266101 BBG000BN8ZK8 1,452,881 43,125 SH   SOLE   43,125 0 0
ELI LILLY AND COMPANY 0 532457108 BBG000BNBDC2 42,884,066 55,548 SH   SOLE   55,548 0 0
LOWE'S COMPANIES; INC, 0 548661107 BBG000BNDN65 13,107,135 53,105 SH   SOLE   53,105 0 0
LAM RESEARCH CORPORATION 0 512807306 BBG000BNFLM9 1,065,393 14,750 SH   SOLE   14,750 0 0
INCYTE CORPORATION 0 45337C102 BBG000BNPSQ9 1,588,610 23,000 SH   SOLE   23,000 0 0
MCDONALD'S CORPORATION 0 580135101 BBG000BNSZP1 5,436,887 18,755 SH   SOLE   18,755 0 0
0 0 G5960L103 BBG000BNWG87 1,477,885 18,499 SH   SOLE   18,499 0 0
ELECTRONIC ARTS INC, 0 285512109 BBG000BP0KQ8 6,751,014 46,145 SH   SOLE   46,145 0 0
S&P GLOBAL INC, 0 78409V104 BBG000BP1Q11 981,119 1,970 SH   SOLE   1,970 0 0
MERCK & CO,; INC, 0 58933Y105 BBG000BPD168 8,721,905 87,671 SH   SOLE   87,671 0 0
MICROSOFT CORPORATION 0 594918104 BBG000BPH459 78,211,433 185,555 SH   SOLE   185,555 0 0
ORACLE CORPORATION 0 68389X105 BBG000BQLTW7 24,282,781 145,720 SH   SOLE   145,720 0 0
PFIZER INC, 0 717081103 BBG000BR2B91 8,402,051 316,700 SH   SOLE   316,700 0 0
0 0 742718109 BBG000BR2TH3 1,848,729 11,026 SH   SOLE   11,026 0 0
PROGRESSIVE CORP/THE 0 743315103 BBG000BR37X2 6,856,440 28,615 SH   SOLE   28,615 0 0
EDWARDS LIFESCIENCES CORPORATION 0 28176E108 BBG000BRXP69 1,485,042 20,060 SH   SOLE   20,060 0 0
RALPH LAUREN CORPORATION 0 751212101 BBG000BS0ZF1 10,872,229 47,070 SH   SOLE   47,070 0 0
SYNOPSYS; INC, 0 871607107 BBG000BSFRF3 1,652,651 3,405 SH   SOLE   3,405 0 0
0 0 46090E103 BBG000BSWKH7 2,315,361 4,529 SH   SOLE   4,529 0 0
SYSCO CORPORATION 0 871829107 BBG000BTVJ25 1,529,200 20,000 SH   SOLE   20,000 0 0
THERMO FISHER SCIENTIFIC INC, 0 883556102 BBG000BVDLH9 12,644,190 24,305 SH   SOLE   24,305 0 0
AMAZON,COM; INC, 0 023135106 BBG000BVPV84 90,772,726 413,761 SH   SOLE   413,761 0 0
0 0 464287200 BBG000BVZ4F5 4,670,587 7,934 SH   SOLE   7,934 0 0
UNION PACIFIC CORPORATION 0 907818108 BBG000BW3299 7,139,932 31,310 SH   SOLE   31,310 0 0
WAL-MART STORES; INC, 0 931142103 BBG000BWXBC2 26,330,009 291,406 SH   SOLE   291,406 0 0
TRUSIT FINANCIAL CORP 0 89832Q109 BBG000BYYLS8 10,010,109 230,754 SH   SOLE   230,754 0 0
TETRA TECH; INC, 0 88162G103 BBG000BYZ0Q5 929,268 23,325 SH   SOLE   23,325 0 0
0 0 046353108 BBG000BZ0DK8 5,485,640 83,742 SH   SOLE   83,742 0 0
BOSTON SCIENTIFIC CORPORATION 0 101137107 BBG000C0LW92 2,590,280 29,000 SH   SOLE   29,000 0 0
BIOGEN INC, 0 09062X103 BBG000C17X76 2,756,208 18,027 SH   SOLE   18,027 0 0
VERTEX PHARMACEUTICALS INCORPORATED 0 92532F100 BBG000C1S2X2 1,389,315 3,450 SH   SOLE   3,450 0 0
AGILENT TECHNOLOGIES; INC, 0 00846U101 BBG000C2V3D6 380,182 2,830 SH   SOLE   2,830 0 0
CISCO SYSTEMS INC/DELAWARE 0 17275R102 BBG000C3J3C9 2,311,760 39,050 SH   SOLE   39,050 0 0
MICRON TECHNOLOGY; INC, 0 595112103 BBG000C5Z1S3 11,555,505 137,304 SH   SOLE   137,304 0 0
THE GOLDMAN SACHS GROUP; INC, 0 38141G104 BBG000C6CFJ5 26,600,352 46,451 SH   SOLE   46,451 0 0
REGENERON PHARMACEUTICALS; INC, 0 75886F107 BBG000C734W3 1,791,510 2,515 SH   SOLE   2,515 0 0
QUALCOMM INCORPORATED 0 747525103 BBG000CGC1X8 6,348,961 41,329 SH   SOLE   41,329 0 0
UNITEDHEALTH GROUP INCORPORATED 0 91324P102 BBG000CH5208 23,129,437 45,723 SH   SOLE   45,723 0 0
GILEAD SCIENCES; INC, 0 375558103 BBG000CKGBP2 1,477,920 16,000 SH   SOLE   16,000 0 0
NETFLIX INC 0 64110L106 BBG000CL9VN6 33,005,075 37,030 SH   SOLE   37,030 0 0
0 0 67066G104 BBG000CR7M19 19,327,116 143,982 SH   SOLE   143,982 0 0
EXACT SCIENCES CORP 0 30063P105 BBG000CWL0F5 1,025,468 18,250 SH   SOLE   18,250 0 0
BIOMARIN PHARMACEUTICAL INC, 0 09061G101 BBG000CZWZ05 1,084,545 16,500 SH   SOLE   16,500 0 0
0 0 713448108 BBG000DH7JK6 2,228,071 14,654 SH   SOLE   14,654 0 0
JPMORGAN CHASE & CO, 0 46625H100 BBG000DMBXR2 45,111,600 188,172 SH   SOLE   188,172 0 0
0 0 594918104 BBG000DMWN19 11,514,637 27,329 SH   SOLE   27,329 0 0
BRISTOL-MYERS SQUIBB COMPANY 0 110122108 BBG000DQLV23 1,634,584 28,900 SH   SOLE   28,900 0 0
ILLUMINA; INC, 0 452327109 BBG000DSMS70 1,403,115 10,500 SH   SOLE   10,500 0 0
ON SEMICONDUCTOR CORP 0 682189105 BBG000DV7MX4 319,979 5,075 SH   SOLE   5,075 0 0
MASTERCARD INCORPORATED 0 57636Q104 BBG000F1ZSQ2 20,919,516 39,719 SH   SOLE   39,719 0 0
COSTCO WHOLESALE CORPORATION 0 22160K105 BBG000F6H8W8 7,055,279 7,700 SH   SOLE   7,700 0 0
CITIGROUP INC, 0 172967424 BBG000FY4S11 3,356,346 47,674 SH   SOLE   47,674 0 0
0 0 416515104 BBG000G0Z878 621,720 5,683 SH   SOLE   5,683 0 0
NEUROCRINE BIOSCIENCES INC 0 64125C109 BBG000GJS7C1 1,501,500 11,000 SH   SOLE   11,000 0 0
HONEYWELL INTERNATIONAL INC, 0 438516106 BBG000H556T9 9,223,089 40,830 SH   SOLE   40,830 0 0
CONSTELLATION BRANDS; INC, 0 21036P108 BBG000J1QLT0 6,375,850 28,850 SH   SOLE   28,850 0 0
RESMED INC 0 761152107 BBG000L4M7F1 1,692,306 7,400 SH   SOLE   7,400 0 0
SERVICENOW; INC, 0 81762P102 BBG000M1R011 10,707,212 10,100 SH   SOLE   10,100 0 0
EQUINIX; INC, 0 29444U700 BBG000MBDGM6 9,364,783 9,932 SH   SOLE   9,932 0 0
CENCORA INC 0 03073E105 BBG000MDCQC2 3,639,816 16,200 SH   SOLE   16,200 0 0
META PLATFORMS INC 0 30303M102 BBG000MM2P62 61,839,471 105,616 SH   SOLE   105,616 0 0
ARISTA NETWORKS INC 0 040413205 BBG000N2HDY5 2,243,759 20,300 SH   SOLE   20,300 0 0
TESLA MOTORS INC 0 88160R101 BBG000N9MNX3 28,107,264 69,600 SH   SOLE   69,600 0 0
0 0 37045V100 BBG000NDYB67 2,374,404 44,573 SH   SOLE   44,573 0 0
0 0 337345102 BBG000P4KXT7 68,722 365 SH   SOLE   365 0 0
VISA INC, 0 92826C839 BBG000PSKYX7 26,549,469 83,996 SH   SOLE   83,996 0 0
DIGITAL REALTY TRUST INC 0 253868103 BBG000Q5ZRM7 2,659,950 15,000 SH   SOLE   15,000 0 0
DEXCOM INC 0 252131107 BBG000QTF8K1 1,438,745 18,500 SH   SOLE   18,500 0 0
MSCI INC 0 55354G100 BBG000RTDY25 525,009 875 SH   SOLE   875 0 0
PALO ALTO NETWORKS; INC, 0 697435105 BBG0014GJCT9 1,091,760 6,000 SH   SOLE   6,000 0 0
XYLEM INC, 0 98419M100 BBG001D8R5D0 772,693 6,660 SH   SOLE   6,660 0 0
SPROUTS FARMERS MARKET INC 0 85208M102 BBG001KFKQM7 1,067,388 8,400 SH   SOLE   8,400 0 0
CLOUDFLARE INC 0 18915M107 BBG001WMKHH5 969,120 9,000 SH   SOLE   9,000 0 0
ABBVIE INC, 0 00287Y109 BBG0025Y4RY4 6,703,022 37,721 SH   SOLE   37,721 0 0
UBER TECHNOLOGIES INC 0 90353T100 BBG002B04MT8 3,314,584 54,950 SH   SOLE   54,950 0 0
QUINTILES IMS HOLDINGS INC 0 46266C105 BBG00333FYS2 1,080,805 5,500 SH   SOLE   5,500 0 0
ZOETIS INC, 0 98978V103 BBG0039320N9 726,668 4,460 SH   SOLE   4,460 0 0
CITIZENS FINANCIAL GROUP INC 0 174610105 BBG006Q0HY77 9,530,928 217,800 SH   SOLE   217,800 0 0
PAYPAL HOLDINGS; INC, 0 70450Y103 BBG0077VNXV6 938,850 11,000 SH   SOLE   11,000 0 0
ALPHABET INC, 0 02079K305 BBG009S39JX6 41,687,418 220,215 SH   SOLE   220,215 0 0
ALPHABET INC, 0 02079K107 BBG009S3NB30 16,156,930 84,840 SH   SOLE   84,840 0 0
0 0 26614N102 BBG00BN961G4 1,818,877 23,851 SH   SOLE   23,851 0 0
0 0 N3167Y103 BBG00BS9K4L1 4,673 11 SH   SOLE   11 0 0
DELL TECHNOLOGIES INC 0 24703L202 BBG00DW3SZS1 1,210,020 10,500 SH   SOLE   10,500 0 0
BROADCOM INC 0 11135F101 BBG00KHY5S69 29,363,719 126,662 SH   SOLE   126,662 0 0
CIGNA CORP 0 125523100 BBG00KXRCDP0 8,156,347 29,537 SH   SOLE   29,537 0 0
COMCAST CORPORATION 0 20030NDC2 BBG00RMZ3CY1 3,433,100 4,000,000 SH   SOLE   4,000,000 0 0
AT&T INC, 0 00206RJU7 BBG00TZ3CZW5 3,063,800 3,160,000 SH   SOLE   3,160,000 0 0
VISA INC, 0 92826CAR3 BBG017QJ7FJ2 1,183,917 1,190,000 SH   SOLE   1,190,000 0 0
0 0 G54950103 BBG01FND0CC1 2,827,575 6,755 SH   SOLE   6,755 0 0