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 | 3,762,869 | 11,403 | SH | SOLE | 0 | 0 | 11,403 | |||
| AMAZON COM INC | COM | 023135106 | 5,371,548 | 25,631 | SH | SOLE | 0 | 0 | 25,631 | |||
| AMPHENOL CORP NEW | CL A | 032095101 | 3,311,702 | 49,977 | SH | SOLE | 0 | 0 | 49,977 | |||
| ANALOG DEVICES INC | COM | 032654105 | 3,453,683 | 17,315 | SH | SOLE | 0 | 0 | 17,315 | |||
| APPLE INC | COM | 037833100 | 3,533,922 | 13,254 | SH | SOLE | 0 | 0 | 13,254 | |||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 3,015,209 | 9,693 | SH | SOLE | 0 | 0 | 9,693 | |||
| COSTCO WHSL CORP NEW | COM | 22160K105 | 3,271,229 | 2,421 | SH | SOLE | 0 | 0 | 2,421 | |||
| COSTAR GROUP INC | COM | 22160N109 | 4,937,494 | 52,776 | SH | SOLE | 0 | 0 | 52,776 | |||
| DEERE & CO | COM | 244199105 | 3,325,384 | 6,346 | SH | SOLE | 0 | 0 | 6,346 | |||
| EMCOR GROUP INC | COM | 29084Q100 | 3,118,903 | 8,306 | SH | SOLE | 0 | 0 | 8,306 | |||
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 1,501,095 | 43,866 | SH | SOLE | 0 | 0 | 43,866 | |||
| HOME DEPOT INC | COM | 437076102 | 2,123,538 | 5,751 | SH | SOLE | 0 | 0 | 5,751 | |||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 726,178 | 513 | SH | SOLE | 0 | 0 | 513 | |||
| INTUIT | COM | 461202103 | 3,429,998 | 4,836 | SH | SOLE | 0 | 0 | 4,836 | |||
| MICROSOFT CORP | COM | 594918104 | 3,553,443 | 4,025 | SH | SOLE | 0 | 0 | 4,025 | |||
| NETFLIX INC | COM | 64110L106 | 4,368,590 | 2,067 | SH | SOLE | 0 | 0 | 2,067 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 7,586,527 | 19,045 | SH | SOLE | 0 | 0 | 19,045 | |||
| SHOPIFY INC | CL A | 82509L107 | 3,093,626 | 31,684 | SH | SOLE | 0 | 0 | 31,684 | |||
| SNAP INC | CL A | 83304A106 | 89,300 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | |||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 2,546,741 | 1,260 | SH | SOLE | 0 | 0 | 1,260 | |||
| THE TRADE DESK INC | COM CL A | 88339J105 | 564,994 | 951 | SH | SOLE | 0 | 0 | 951 | |||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 2,109,871 | 3,613 | SH | SOLE | 0 | 0 | 3,613 | |||
| UNITED RENTALS INC | COM | 911363109 | 2,765,512 | 3,202 | SH | SOLE | 0 | 0 | 3,202 | |||
| VEEVA SYS INC | CL A COM | 922475108 | 3,628,008 | 14,934 | SH | SOLE | 0 | 0 | 14,934 | |||
| ZOETIS INC | CL A | 98978V103 | 2,097,058 | 12,952 | SH | SOLE | 0 | 0 | 12,952 | |||