The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| AIR PRODS & CHEMS INC | COM | 009158106 | 4,190,104 | 11,360 | SH | SOLE | 0 | 0 | 11,360 | |||
| AMAZON COM INC | COM | 023135106 | 6,565,645 | 25,480 | SH | SOLE | 0 | 0 | 25,480 | |||
| AMPHENOL CORP NEW | CL A | 032095101 | 2,971,844 | 43,042 | SH | SOLE | 0 | 0 | 43,042 | |||
| ANALOG DEVICES INC | COM | 032654105 | 3,742,512 | 17,406 | SH | SOLE | 0 | 0 | 17,406 | |||
| APPLE INC | COM | 037833100 | 4,524,829 | 11,897 | SH | SOLE | 0 | 0 | 11,897 | |||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 3,512,566 | 8,616 | SH | SOLE | 0 | 0 | 8,616 | |||
| COSTCO WHSL CORP NEW | COM | 22160K105 | 3,193,405 | 1,371 | SH | SOLE | 0 | 0 | 1,371 | |||
| COSTAR GROUP INC | COM | 22160N109 | 4,521,897 | 52,470 | SH | SOLE | 0 | 0 | 52,470 | |||
| DEERE & CO | COM | 244199105 | 3,367,147 | 6,290 | SH | SOLE | 0 | 0 | 6,290 | |||
| EMCOR GROUP INC | COM | 29084Q100 | 3,533,092 | 8,288 | SH | SOLE | 0 | 0 | 8,288 | |||
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 792,561 | 23,701 | SH | SOLE | 0 | 0 | 23,701 | |||
| HOME DEPOT INC | COM | 437076102 | 2,366,684 | 5,680 | SH | SOLE | 0 | 0 | 5,680 | |||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 7,657,259 | 4,192 | SH | SOLE | 0 | 0 | 4,192 | |||
| INTUIT | COM | 461202103 | 3,261,011 | 4,843 | SH | SOLE | 0 | 0 | 4,843 | |||
| ISHARES TR | CORE S&P TTL STK | 464287150 | 11,943,487 | 19,211 | SH | SOLE | 0 | 0 | 19,211 | |||
| MICROSOFT CORP | COM | 594918104 | 4,471,586 | 4,091 | SH | SOLE | 0 | 0 | 4,091 | |||
| SHOPIFY INC | CL A | 82509L107 | 4,056,373 | 31,604 | SH | SOLE | 0 | 0 | 31,604 | |||
| SNAP INC | CL A | 83304A106 | 108,500 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | |||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 5,089,920 | 861 | SH | SOLE | 0 | 0 | 861 | |||
| THE TRADE DESK INC | COM CL A | 88339J105 | 1,220,441 | 849 | SH | SOLE | 0 | 0 | 849 | |||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 1,090,902 | 1,536 | SH | SOLE | 0 | 0 | 1,536 | |||
| UNITED RENTALS INC | COM | 911363109 | 3,682,354 | 3,184 | SH | SOLE | 0 | 0 | 3,184 | |||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 3,143,783 | 4,065 | SH | SOLE | 0 | 0 | 4,065 | |||
| VEEVA SYS INC | CL A COM | 922475108 | 3,751,180 | 14,836 | SH | SOLE | 0 | 0 | 14,836 | |||