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
3M CO COM 88579Y101   32,474,655 251,566 SH   SOLE   251,566 0 0
ABBOTT LABS COM 002824100   7,693,290 68,016 SH   SOLE   68,016 0 0
ABBVIE INC COM 00287Y109   13,548,381 76,243 SH   SOLE   76,243 0 0
ADOBE INC COM 00724F101   1,805,009,037 4,059,119 SH   SOLE   3,988,520 0 70,599
ADVANCED MICRO DEVICES INC COM 007903107   1,687,678 13,972 SH   SOLE   13,972 0 0
AEROVIRONMENT INC COM 008073108   2,308,350 15,000 SH   SOLE   15,000 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104   985,800 30,000 SH   SOLE   30,000 0 0
AIRBNB INC COM CL A 009066101   1,646,054,407 12,526,097 SH   SOLE   12,305,712 0 220,385
AMAZON COM INC COM 023135106   8,310,493 37,880 SH   SOLE   37,880 0 0
AMERICAN TOWER CORP NEW COM 03027X100   10,564,966 57,603 SH   SOLE   57,603 0 0
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839   256,200 14,000 SH   SOLE   14,000 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   8,753,480 53,000 SH   SOLE   53,000 0 0
APPLE INC COM 037833100   59,510,059 237,641 SH   SOLE   237,641 0 0
ARMATA PHARMACEUTICALS INC COM 04216R102   185,000 100,000 SH   SOLE   100,000 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100   376,000 20,000 SH   SOLE   20,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   2,208,615,164 3,186,667 SH   SOLE   3,130,574 0 56,093
AXON ENTERPRISE INC COM 05464C101   2,733,872 4,600 SH   SOLE   4,600 0 0
BANK NEW YORK MELLON CORP COM 064058100   2,282,158 29,704 SH   SOLE   29,704 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   2,042,760 3 SH   SOLE   3 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,054,265 4,532 SH   SOLE   4,532 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   985,950 15,000 SH   SOLE   15,000 0 0
BLACKSTONE INC COM 09260D107   1,710,867,623 9,922,675 SH   SOLE   9,739,803 0 182,872
BRISTOL-MYERS SQUIBB CO COM 110122108   4,242,000 75,000 SH   SOLE   75,000 0 0
SCHWAB CHARLES CORP COM 808513105   259,035 3,500 SH   SOLE   3,500 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   1,192,159,703 19,770,476 SH   SOLE   19,426,678 0 343,798
CISCO SYS INC COM 17275R102   1,683,707 28,441 SH   SOLE   28,441 0 0
CME GROUP INC COM 12572Q105   12,275,678 52,860 SH   SOLE   52,860 0 0
COCA COLA CO COM 191216100   1,349,236 21,671 SH   SOLE   21,671 0 0
COLGATE PALMOLIVE CO COM 194162103   63,041,630 693,451 SH   SOLE   693,451 0 0
COPART INC COM 217204106   1,346,548,342 23,463,118 SH   SOLE   23,049,240 0 413,878
DANAHER CORPORATION COM 235851102   1,354,904,643 5,902,438 SH   SOLE   5,798,556 0 103,882
DELL TECHNOLOGIES INC CL C 24703L202   1,728,600 15,000 SH   SOLE   15,000 0 0
DIGITAL RLTY TR INC COM 253868103   4,934,385 27,826 SH   SOLE   27,826 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   678,977 6,302 SH   SOLE   6,302 0 0
EATON VANCE TX ADV GLBL DIV COM 27828S101   1,494,860 82,000 SH   SOLE   82,000 0 0
ELI LILLY & CO COM 532457108   1,967,042,104 2,547,982 SH   SOLE   2,503,334 0 44,648
EQUINIX INC COM 29444U700   27,703,051 29,381 SH   SOLE   29,381 0 0
LAUDER ESTEE COS INC CL A 518439104   1,908,241 25,450 SH   SOLE   25,450 0 0
EXXON MOBIL CORP COM 30231G102   988,676 9,191 SH   SOLE   9,191 0 0
FREEPORT-MCMORAN INC CL B 35671D857   545,268 14,319 SH   SOLE   14,319 0 0
GILEAD SCIENCES INC COM 375558103   3,688,334 39,930 SH   SOLE   39,930 0 0
HOME DEPOT INC COM 437076102   302,245 777 SH   SOLE   777 0 0
ILLUMINA INC COM 452327109   2,100,797 15,721 SH   SOLE   15,721 0 0
INTUIT COM 461202103   1,479,084,246 2,353,356 SH   SOLE   2,312,086 0 41,270
INTUITIVE SURGICAL INC COM NEW 46120E602   1,468,279,222 2,813,011 SH   SOLE   2,764,138 0 48,873
ISHARES TR SELECT DIVID ETF 464287168   7,504,799 57,162 SH   SOLE   57,162 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   5,742,594 14,300 SH   SOLE   14,300 0 0
JPMORGAN CHASE & CO. COM 46625H100   4,832,074 20,158 SH   SOLE   20,158 0 0
JOHNSON & JOHNSON COM 478160104   2,697,452 18,652 SH   SOLE   18,652 0 0
LITHIUM AMERICAS ARGENTINA C COM SHS 53681K100   131,000 50,000 SH   SOLE   50,000 0 0
LITHIUM AMERS CORP NEW COM SHS 53681J103   148,500 50,000 SH   SOLE   50,000 0 0
LULULEMON ATHLETICA INC COM 550021109   1,133,533,603 2,964,184 SH   SOLE   2,913,312 0 50,872
MERCK & CO INC COM 58933Y105   767,787 7,718 SH   SOLE   7,718 0 0
META PLATFORMS INC CL A 30303M102   8,343,518 14,250 SH   SOLE   14,250 0 0
MICROSOFT CORP COM 594918104   1,954,617,735 4,637,290 SH   SOLE   4,556,160 0 81,130
MSCI INC COM 55354G100   1,219,480,724 2,032,434 SH   SOLE   1,996,835 0 35,599
NETFLIX INC COM 64110L106   2,503,462,071 2,808,713 SH   SOLE   2,759,179 0 49,534
NEXTERA ENERGY INC COM 65339F101   1,892,616 26,400 SH   SOLE   26,400 0 0
NVIDIA CORPORATION COM 67066G104   2,296,377,129 17,100,135 SH   SOLE   16,810,080 0 290,055
PEPSICO INC COM 713448108   3,713,457 24,421 SH   SOLE   24,421 0 0
PFIZER INC COM 717081103   2,252,689 84,911 SH   SOLE   84,911 0 0
PROCTER AND GAMBLE CO COM 742718109   368,830 2,200 SH   SOLE   2,200 0 0
PROLOGIS INC. COM 74340W103   4,734,831 44,795 SH   SOLE   44,795 0 0
PROTHENA CORP PLC SHS G72800108   333,231 24,060 SH   SOLE   24,060 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   6,682,367 88,286 SH   SOLE   88,286 0 0
SEER INC COM CL A 81578P106   231,000 100,000 SH   SOLE   100,000 0 0
SERVICENOW INC COM 81762P102   1,120,069,786 1,056,550 SH   SOLE   1,034,588 0 21,962
SOLVENTUM CORP COM SHS 83444M101   4,958,596 75,062 SH   SOLE   75,062 0 0
S&P GLOBAL INC COM 78409V104   1,784,241,780 3,582,599 SH   SOLE   3,518,886 0 63,713
SPDR S&P 500 ETF TR TR UNIT 78462F103   12,493,467 21,317 SH   SOLE   21,224 0 93
SYNOPSYS INC COM 871607107   1,480,546,512 3,050,409 SH   SOLE   2,996,151 0 54,258
SYSCO CORP COM 871829107   2,686,499 35,136 SH   SOLE   35,136 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,962,350 15,000 SH   SOLE   15,000 0 0
TESLA INC COM 88160R101   399,398 989 SH   SOLE   989 0 0
THE TRADE DESK INC COM CL A 88339J105   1,117,585,718 9,508,940 SH   SOLE   9,348,050 0 160,890
TRANSDIGM GROUP INC COM 893641100   399,594,928 315,317 SH   SOLE   313,367 0 1,950
UBER TECHNOLOGIES INC COM 90353T100   6,074,224 100,700 SH   SOLE   100,700 0 0
VERALTO CORP COM SHS 92338C103   1,497,195 14,700 SH   SOLE   14,700 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   1,190,626,042 2,956,608 SH   SOLE   2,907,418 0 49,190
VISA INC COM CL A 92826C839   2,088,422,976 6,608,097 SH   SOLE   6,489,920 0 118,177
WARNER BROS DISCOVERY INC COM SER A 934423104   211,400 20,000 SH   SOLE   20,000 0 0
WEREWOLF THERAPEUTICS INC COM 95075A107   74,000 50,000 SH   SOLE   50,000 0 0
ZOETIS INC CL A 98978V103   425,410 2,611 SH   SOLE   2,611 0 0