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
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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
ALBEMARLE CORP COM 012653101   2,989,334 21,135 SH   SOLE   21,135 0 0
AMAZON COM INC COM 023135106   7,532,580 32,634 SH   SOLE   32,634 0 0
AMETEK INC COM 031100100   7,362,006 35,858 SH   SOLE   35,858 0 0
AMPHENOL CORP NEW CL A 032095101   3,585,264 26,530 SH   SOLE   26,530 0 0
ANALOG DEVICES INC COM 032654105   8,410,183 31,011 SH   SOLE   31,011 0 0
APPLIED MATLS INC COM 038222105   8,108,035 31,550 SH   SOLE   31,550 0 0
AVERY DENNISON CORP COM 053611109   8,371,755 46,029 SH   SOLE   46,029 0 0
BRINKER INTL INC COM 109641100   6,644,689 46,298 SH   SOLE   46,298 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   9,396,146 165,951 SH   SOLE   165,951 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   1,979,093 53,489 SH   SOLE   53,489 0 0
CLOROX CO DEL COM 189054109   9,473,785 93,958 SH   SOLE   93,958 0 0
COCA COLA CO COM 191216100   12,460,269 178,233 SH   SOLE   178,233 0 0
DOVER CORP COM 260003108   8,540,383 43,743 SH   SOLE   43,743 0 0
HUBBELL INC COM 443510607   1,952,308 4,396 SH   SOLE   4,396 0 0
HYATT HOTELS CORP COM CL A 448579102   7,803,736 48,676 SH   SOLE   48,676 0 0
ISHARES TR US HOME CONS ETF 464288752   7,812,145 81,123 SH   SOLE   81,123 0 0
LAM RESEARCH CORP COM NEW 512807306   2,241,773 13,096 SH   SOLE   13,096 0 0
LAS VEGAS SANDS CORP COM 517834107   2,497,894 38,376 SH   SOLE   38,376 0 0
MANHATTAN ASSOCIATES INC COM 562750109   753,032 4,345 SH   SOLE   4,345 0 0
MCCORMICK & CO INC COM NON VTG 579780206   8,036,912 117,999 SH   SOLE   117,999 0 0
MCDONALDS CORP COM 580135101   3,922,150 12,833 SH   SOLE   12,833 0 0
MICRON TECHNOLOGY INC COM 595112103   2,025,555 7,097 SH   SOLE   7,097 0 0
MONOLITHIC PWR SYS INC COM 609839105   2,453,517 2,707 SH   SOLE   2,707 0 0
PALO ALTO NETWORKS INC COM 697435105   4,998,451 27,136 SH   SOLE   27,136 0 0
PHILIP MORRIS INTL INC COM 718172109   13,392,919 83,497 SH   SOLE   83,497 0 0
PROCTER AND GAMBLE CO COM 742718109   7,988,673 55,744 SH   SOLE   55,744 0 0
ROCKWELL AUTOMATION INC COM 773903109   5,173,853 13,298 SH   SOLE   13,298 0 0
ROSS STORES INC COM 778296103   3,992,983 22,166 SH   SOLE   22,166 0 0
CHAMPION HOMES INC COM 830830105   4,227,028 50,024 SH   SOLE   50,024 0 0
SMUCKER J M CO COM NEW 832696405   9,528,455 97,418 SH   SOLE   97,418 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   7,158,737 23,557 SH   SOLE   23,557 0 0
TOAST INC CL A 888787108   5,551,136 156,326 SH   SOLE   156,326 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   5,375,614 99,236 SH   SOLE   99,236 0 0
VULCAN MATLS CO COM 929160109   5,037,556 17,662 SH   SOLE   17,662 0 0
WESTERN DIGITAL CORP COM 958102105   2,926,695 16,989 SH   SOLE   16,989 0 0
WOODWARD INC COM 980745103   6,507,740 21,526 SH   SOLE   21,526 0 0
WYNN RESORTS LTD COM 983134107   6,681,444 55,526 SH   SOLE   55,526 0 0
SALLY BEAUTY HLDGS INC COM 79546E104   941,559 66,028 SH   SOLE   66,028 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   1,001,137 37,965 SH   SOLE   37,965 0 0
ALPHABET INC CAP STK CL A 02079K305   2,106,177 6,729 SH   SOLE   6,729 0 0
BROADCOM INC COM 11135F101   3,022,837 8,734 SH   SOLE   8,734 0 0
CELSIUS HLDGS INC COM NEW 15118V207   6,117,313 133,741 SH   SOLE   133,741 0 0
CORTEVA INC COM 22052L104   7,360,430 109,808 SH   SOLE   109,808 0 0
DOORDASH INC CL A 25809K105   3,723,784 16,442 SH   SOLE   16,442 0 0
META PLATFORMS INC CL A 30303M102   3,816,640 5,782 SH   SOLE   5,782 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106   3,019,107 60,358 SH   SOLE   60,358 0 0
KLAVIYO INC COM SER A 49845K101   4,423,908 136,246 SH   SOLE   136,246 0 0
NETFLIX INC COM 64110L106   1,318,547 14,063 SH   SOLE   14,063 0 0
NVIDIA CORPORATION COM 67066G104   2,138,036 11,464 SH   SOLE   11,464 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   6,934,240 76,025 SH   SOLE   76,025 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107   2,480,709 15,411 SH   SOLE   15,411 0 0
TETRA TECH INC NEW COM 88162G103   2,442,819 72,833 SH   SOLE   72,833 0 0
THE REALREAL INC COM 88339P101   6,364,469 403,325 SH   SOLE   403,325 0 0
ULTA BEAUTY INC COM 90384S303   8,776,275 14,506 SH   SOLE   14,506 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   3,567,460 22,020 SH   SOLE   22,020 0 0
WASTE MGMT INC DEL COM 94106L109   13,450,646 61,220 SH   SOLE   61,220 0 0
WAYFAIR INC CL A 94419L101   4,223,947 42,067 SH   SOLE   42,067 0 0
WORKDAY INC CL A 98138H101   3,617,110 16,841 SH   SOLE   16,841 0 0
XYLEM INC COM 98419M100   6,172,359 45,325 SH   SOLE   45,325 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   6,931,203 76,419 SH   SOLE   76,419 0 0
NVENT ELECTRIC PLC SHS G6700G107   6,851,466 67,191 SH   SOLE   67,191 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   6,570,716 28,881 SH   SOLE   28,881 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   2,793,215 4,810 SH   SOLE   4,810 0 0
NXP SEMICONDUCTORS N V COM N6596X109   6,710,844 30,917 SH   SOLE   30,917 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   5,030,322 18,035 SH   SOLE   18,035 0 0