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
Estimated average burden
hours per response: 23.8
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
Alphabet Inc. CAP STK CL A 02079K305   3,114,765 17,100 SH   SOLE   17,100 0 0
Amazon.com, Inc. COM 023135106   3,369,507 17,436 SH   SOLE   17,436 0 0
Ameriprise Financial, Inc. COM 03076C106   4,289,842 10,042 SH   SOLE   10,042 0 0
Applied Materials, Inc. COM 038222105   5,065 21,461 SH   SOLE   21,461 0 0
Cadence Design Systems Inc. COM 127387108   3,068,268 9,970 SH   SOLE   9,970 0 0
Carlisle Companies Inc COM 142339100   4,490,537 11,082 SH   SOLE   11,082 0 0
Caterpillar Inc. COM 149123101   2,393,324 7,185 SH   SOLE   7,185 0 0
Charles Schwab Corporation COM 808513105   2,963,075 40,210 SH   SOLE   40,210 0 0
Costco Wholesale Corp. COM 22160K105   3,431,410 4,037 SH   SOLE   4,037 0 0
Eaton Corporation plc SHS G29183103   5,319,689 16,966 SH   SOLE   16,966 0 0
Goldman Sachs Group Inc. COM 38141G104   4,694,629 10,379 SH   SOLE   10,379 0 0
Hilton Worldwide Holdings Inc. COM 43300A203   3,493,164 16,009 SH   SOLE   16,009 0 0
Ingersoll Rand Inc. COM 45687V106   4,682,802 51,550 SH   SOLE   51,550 0 0
Interactive Brokers Group Inc. COM CL A 45841N107   5,106,290 41,650 SH   SOLE   41,650 0 0
Invesco QQQ ETF UNIT SER 1 46090E103   4,238,519 3,795 SH   SOLE   3,795 0 0
iShares TR MSCI INDIA ETF 46429B598   2,114,261 27,092 SH   SOLE   27,092 0 0
iShares Inc MSCI JPN ETF NEW 46434G822   3,984,327 21,081 SH   SOLE   21,081 0 0
KKR & Co Inc. COM 48251W104   4,216,314 41,939 SH   SOLE   41,939 0 0
McKesson Corp. COM 58155Q103   2,823,831 5,265 SH   SOLE   5,265 0 0
Meta Platforms, Inc. CL A 30303M102   2,743,527 5,655 SH   SOLE   5,655 0 0
Microsoft Corporation COM 594918104   5,055,792 7,308 SH   SOLE   7,308 0 0
NVIDIA Corporation COM 67066G104   5,208,120 50,882 SH   SOLE   50,882 0 0
Parker-Hannifin Corporation COM 701094104   5,068,249 8,728 SH   SOLE   8,728 0 0
Sea Limited SPONSORD ADS 81141R100   699,202 9,790 SH   SOLE   9,790 0 0
SPDR S&P 500 ETF Trust TR UNIT 78462F103   4,212,283 6,395 SH   SOLE   6,395 0 0
United Rentals, Inc. COM 911363109   3,297,636 4,555 SH   SOLE   4,555 0 0
VanEck Vectors Vietnam ETF VANECK VIETNAM 92189F817   786,671 56,595 SH   SOLE   56,595 0 0
Vertex Pharmaceuticals Incorporated COM 92532F100   2,790,217 6,682 SH   SOLE   6,682 0 0