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   19,325,041 126,938 SH   SOLE   126,938 0 0
ABBOTT LABS COM 002824100   9,250,856 68,016 SH   SOLE   68,016 0 0
ABBVIE INC COM 00287Y109   13,038,506 70,243 SH   SOLE   70,243 0 0
ADOBE INC COM 00724F101   886,342 2,291 SH   SOLE   2,291 0 0
ADVANCED MICRO DEVICES INC COM 007903107   1,921,610 13,542 SH   SOLE   13,542 0 0
AEROVIRONMENT INC COM 008073108   4,274,250 15,000 SH   SOLE   15,000 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104   1,164,100 35,000 SH   SOLE   35,000 0 0
AIRBNB INC COM CL A 009066101   1,404,993,036 10,616,541 SH   SOLE   10,414,640 0 201,901
AMAZON COM INC COM 023135106   1,535,730 7,000 SH   SOLE   7,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100   6,488,705 29,358 SH   SOLE   29,358 0 0
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839   263,480 14,000 SH   SOLE   14,000 0 0
APPLE INC COM 037833100   40,961,985 199,649 SH   SOLE   199,649 0 0
ARMATA PHARMACEUTICALS INC COM 04216R102   190,000 100,000 SH   SOLE   100,000 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100   474,000 30,000 SH   SOLE   30,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   2,175,959,772 2,715,232 SH   SOLE   2,663,630 0 51,602
BANK NEW YORK MELLON CORP COM 064058100   2,706,331 29,704 SH   SOLE   29,704 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   2,186,400 3 SH   SOLE   3 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,201,510 4,532 SH   SOLE   4,532 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   824,550 15,000 SH   SOLE   15,000 0 0
BLACKSTONE INC COM 09260D107   1,291,604,902 8,634,877 SH   SOLE   8,467,819 0 167,058
BOSTON SCIENTIFIC CORP COM 101137107   746,655,245 6,951,450 SH   SOLE   6,821,288 0 130,162
BRISTOL-MYERS SQUIBB CO COM 110122108   2,341,117 50,575 SH   SOLE   50,575 0 0
BROADCOM INC COM 11135F101   1,571,438,476 5,700,847 SH   SOLE   5,591,506 0 109,341
SCHWAB CHARLES CORP COM 808513105   319,340 3,500 SH   SOLE   3,500 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   2,519,900 44,878 SH   SOLE   44,878 0 0
CISCO SYS INC COM 17275R102   1,855,984 26,751 SH   SOLE   26,751 0 0
CME GROUP INC COM 12572Q105   9,447,427 34,277 SH   SOLE   34,277 0 0
COCA COLA CO COM 191216100   1,466,011 20,721 SH   SOLE   20,721 0 0
COLGATE PALMOLIVE CO COM 194162103   58,079,464 638,938 SH   SOLE   638,938 0 0
COPART INC COM 217204106   977,280,426 19,916,047 SH   SOLE   19,538,057 0 377,990
DANAHER CORPORATION COM 235851102   1,336,753 6,767 SH   SOLE   6,767 0 0
DIGITAL RLTY TR INC COM 253868103   4,850,907 27,826 SH   SOLE   27,826 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   743,636 6,302 SH   SOLE   6,302 0 0
EATON VANCE TX ADV GLBL DIV COM 27828S101   1,717,080 82,000 SH   SOLE   82,000 0 0
ELI LILLY & CO COM 532457108   1,545,665,336 1,982,817 SH   SOLE   1,944,761 0 38,056
EQUINIX INC COM 29444U700   15,985,765 20,096 SH   SOLE   20,096 0 0
LAUDER ESTEE COS INC CL A 518439104   439,067 5,434 SH   SOLE   5,434 0 0
EXXON MOBIL CORP COM 30231G102   975,267 9,047 SH   SOLE   9,047 0 0
FAIR ISAAC CORP COM 303250104   612,785,203 335,229 SH   SOLE   328,925 0 6,304
FREEPORT-MCMORAN INC CL B 35671D857   620,729 14,319 SH   SOLE   14,319 0 0
GILEAD SCIENCES INC COM 375558103   4,161,616 37,536 SH   SOLE   37,536 0 0
GRAIL INC COM 384747101   642,699 12,499 SH   SOLE   12,499 0 0
HOME DEPOT INC COM 437076102   284,879 777 SH   SOLE   777 0 0
INTUIT COM 461202103   1,763,464,189 2,238,950 SH   SOLE   2,196,124 0 42,826
INTUITIVE SURGICAL INC COM NEW 46120E602   1,297,566,353 2,387,822 SH   SOLE   2,343,178 0 44,644
ISHARES TR SELECT DIVID ETF 464287168   7,288,746 54,881 SH   SOLE   54,881 0 0
JPMORGAN CHASE & CO. COM 46625H100   5,733,260 19,776 SH   SOLE   19,776 0 0
JOHNSON & JOHNSON COM 478160104   2,849,093 18,652 SH   SOLE   18,652 0 0
LITHIUM AMERS CORP NEW COM SHS 53681J103   134,000 50,000 SH   SOLE   50,000 0 0
LITHIUM ARGENTINA AG COM SHS H5012F103   104,000 50,000 SH   SOLE   50,000 0 0
MERCK & CO INC COM 58933Y105   610,957 7,718 SH   SOLE   7,718 0 0
META PLATFORMS INC CL A 30303M102   10,517,782 14,250 SH   SOLE   14,250 0 0
MICROSOFT CORP COM 594918104   1,688,210 3,394 SH   SOLE   3,394 0 0
MSCI INC COM 55354G100   1,207,316,949 2,093,347 SH   SOLE   2,053,877 0 39,470
NETFLIX INC COM 64110L106   2,436,185,470 1,819,230 SH   SOLE   1,785,018 0 34,212
NEXTERA ENERGY INC COM 65339F101   1,832,688 26,400 SH   SOLE   26,400 0 0
NVIDIA CORPORATION COM 67066G104   2,588,787,012 16,385,765 SH   SOLE   16,084,431 0 301,334
PEPSICO INC COM 713448108   2,762,409 20,921 SH   SOLE   20,921 0 0
PFIZER INC COM 717081103   2,058,243 84,911 SH   SOLE   84,911 0 0
PROCTER AND GAMBLE CO COM 742718109   350,504 2,200 SH   SOLE   2,200 0 0
PROLOGIS INC. COM 74340W103   4,708,850 44,795 SH   SOLE   44,795 0 0
PROTHENA CORP PLC SHS G72800108   146,044 24,060 SH   SOLE   24,060 0 0
QXO INC COM NEW 82846H405   646,200 30,000 SH   SOLE   30,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   7,209,435 88,286 SH   SOLE   88,286 0 0
SEER INC COM CL A 81578P106   214,000 100,000 SH   SOLE   100,000 0 0
SERVICENOW INC COM 81762P102   1,540,851,349 1,498,766 SH   SOLE   1,470,405 0 28,361
SHOPIFY INC CL A SUB VTG SHS 82509L107   1,102,523,028 9,558,067 SH   SOLE   9,372,901 0 185,166
SOLVENTUM CORP COM SHS 83444M101   5,254,347 69,282 SH   SOLE   69,282 0 0
S&P GLOBAL INC COM 78409V104   1,316,876,192 2,497,442 SH   SOLE   2,450,063 0 47,379
SPDR S&P 500 ETF TR TR UNIT 78462F103   10,625,784 17,198 SH   SOLE   17,198 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   959,014,626 1,249,791 SH   SOLE   1,226,469 0 23,322
SYNOPSYS INC COM 871607107   1,494,944,119 2,915,940 SH   SOLE   2,860,281 0 55,659
SYSCO CORP COM 871829107   2,661,201 35,136 SH   SOLE   35,136 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,514,039 11,100 SH   SOLE   11,100 0 0
THE TRADE DESK INC COM CL A 88339J105   983,195,650 13,657,392 SH   SOLE   13,399,226 0 258,166
TRANSDIGM GROUP INC COM 893641100   1,058,686,295 696,211 SH   SOLE   682,980 0 13,231
UBER TECHNOLOGIES INC COM 90353T100   634,813 6,804 SH   SOLE   6,804 0 0
VERALTO CORP COM SHS 92338C103   1,483,965 14,700 SH   SOLE   14,700 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   1,092,942,404 2,454,947 SH   SOLE   2,408,590 0 46,357
VISA INC COM CL A 92826C839   1,996,487,691 5,623,117 SH   SOLE   5,515,170 0 107,947
WARNER BROS DISCOVERY INC COM SER A 934423104   229,200 20,000 SH   SOLE   20,000 0 0
WEREWOLF THERAPEUTICS INC COM 95075A107   54,500 50,000 SH   SOLE   50,000 0 0
ZOETIS INC CL A 98978V103   323,752 2,076 SH   SOLE   2,076 0 0