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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 12,444,235 91,495 SH SOLE 84,495 0 7,000
ABBVIE INC COM 00287Y109 50,990,000 274,701 SH SOLE 267,500 0 7,201
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 436,379 1,460 SH SOLE 1,460 0 0
ADOBE INC COM 00724F101 11,004,802 28,445 SH SOLE 22,135 0 6,310
ADVANCED MICRO DEVICES INC COM 007903107 32,237,977 227,188 SH SOLE 186,101 0 41,087
AFLAC INC COM 001055102 369,848 3,507 SH SOLE 3,507 0 0
AIRBNB INC COM CL A 009066101 908,646 6,866 SH SOLE 3,225 0 3,641
ALCON AG ORD SHS H01301128 4,735,678 53,698 SH SOLE 35,652 0 18,046
ALIGN TECHNOLOGY INC COM 016255101 930,178 4,913 SH SOLE 1,084 0 3,829
ALPHABET INC CAP STK CL A 02079K305 272,227,944 1,544,731 SH SOLE 1,449,479 0 95,252
ALPHABET INC CAP STK CL C 02079K107 77,567,148 437,269 SH SOLE 434,399 0 2,870
AMAZON COM INC COM 023135106 434,725,015 1,981,517 SH SOLE 1,890,449 0 91,068
AMERICAN EXPRESS CO COM 025816109 620,416 1,945 SH SOLE 1,945 0 0
AMERIPRISE FINL INC COM 03076C106 371,476 696 SH SOLE 696 0 0
AMRIZE LTD SHS H2927K103 1,103,815 22,199 SH SOLE 22,199 0 0
AON PLC SHS CL A G0403H108 1,208,346 3,387 SH SOLE 186 0 3,201
APOLLO GLOBAL MGMT INC COM 03769M106 354,675 2,500 SH SOLE 2,500 0 0
APPLE INC COM 037833100 64,759,654 315,639 SH SOLE 279,515 0 36,124
APPLIED MATLS INC COM 038222105 392,279 2,151 SH SOLE 2,151 0 0
ARISTA NETWORKS INC COM SHS 040413205 1,014,711 9,918 SH SOLE 9,918 0 0
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100 1,351,670 130,849 SH SOLE 130,849 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 446,374 557 SH SOLE 557 0 0
AUTODESK INC COM 052769106 1,464,885 4,732 SH SOLE 1,371 0 3,361
AUTOMATIC DATA PROCESSING IN COM 053015103 1,008,468 3,270 SH SOLE 3,270 0 0
BANK AMERICA CORP COM 060505104 30,358,998 641,568 SH SOLE 602,416 0 39,152
BARRICK MNG CORP COM SHS 06849F108 296,289 14,231 SH SOLE 14,231 0 0
BECTON DICKINSON & CO COM 075887109 344,500 2,000 SH SOLE 2,000 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 64,863,200 89 SH SOLE 89 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 34,296,819 70,603 SH SOLE 70,603 0 0
BIOGEN INC COM 09062X103 354,917 2,826 SH SOLE 2,826 0 0
BLACKSTONE INC COM 09260D107 314,118 2,100 SH SOLE 2,100 0 0
BLUE OWL CAPITAL CORPORATION COM 69121K104 184,269 12,850 SH SOLE 12,850 0 0
BOEING CO COM 097023105 17,030,179 81,278 SH SOLE 81,278 0 0
BOOKING HOLDINGS INC COM 09857L108 10,860,614 1,876 SH SOLE 1,726 0 150
BOSTON SCIENTIFIC CORP COM 101137107 17,685,486 164,654 SH SOLE 133,981 0 30,673
BP PLC SPONSORED ADR 055622104 73,329 2,450 SH SOLE 2,450 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 1,370,415 29,605 SH SOLE 0 0 29,605
BROADCOM INC COM 11135F101 46,150,977 167,426 SH SOLE 151,257 0 16,169
BROWN & BROWN INC COM 115236101 985,634 8,890 SH SOLE 8,890 0 0
CARLYLE GROUP INC COM 14316J108 218,450 4,250 SH SOLE 4,250 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 1,236,765 16,898 SH SOLE 0 0 16,898
CF INDS HLDGS INC COM 125269100 1,387,360 15,080 SH SOLE 0 0 15,080
CHEVRON CORP NEW COM 166764100 2,203,265 15,387 SH SOLE 15,387 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 83,760,134 1,491,721 SH SOLE 1,435,567 0 56,154
CHUBB LIMITED COM H1467J104 1,684,142 5,813 SH SOLE 5,813 0 0
CINTAS CORP COM 172908105 114,630,064 514,336 SH SOLE 514,336 0 0
CISCO SYS INC COM 17275R102 1,975,303 28,580 SH SOLE 28,580 0 0
CME GROUP INC COM 12572Q105 20,373,830 73,920 SH SOLE 65,241 0 8,679
CNH INDL N V SHS N20944109 2,778,533 214,393 SH SOLE 118,255 0 96,138
COCA COLA CO COM 191216100 945,715 13,367 SH SOLE 13,367 0 0
CONSTELLATION BRANDS INC CL A 21036P108 612,328 3,764 SH SOLE 3,764 0 0
COSTCO WHSL CORP NEW COM 22160K105 116,074,425 117,254 SH SOLE 117,254 0 0
DANAHER CORPORATION COM 235851102 51,611,473 261,271 SH SOLE 261,271 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 2,217,885 75,066 SH SOLE 0 0 75,066
DEXCOM INC COM 252131107 13,149,540 150,642 SH SOLE 116,330 0 34,312
DISNEY WALT CO COM 254687106 1,055,449 8,511 SH SOLE 8,511 0 0
DOLLAR GEN CORP NEW COM 256677105 418,860 3,662 SH SOLE 3,662 0 0
DOLLAR TREE INC COM 256746108 296,625 2,995 SH SOLE 2,995 0 0
D R HORTON INC COM 23331A109 47,197,741 366,101 SH SOLE 338,599 0 27,502
EATON CORP PLC SHS G29183103 62,833,810 176,010 SH SOLE 159,685 0 16,325
ECOLAB INC COM 278865100 1,233,496 4,578 SH SOLE 4,578 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 1,635,058 20,906 SH SOLE 3,289 0 17,617
ELECTRONIC ARTS INC COM 285512109 612,769 3,837 SH SOLE 3,837 0 0
ELEVANCE HEALTH INC COM 036752103 361,344 929 SH SOLE 929 0 0
ELI LILLY & CO COM 532457108 54,199,941 69,529 SH SOLE 61,760 0 7,769
ENPHASE ENERGY INC COM 29355A107 422,669 10,660 SH SOLE 10,660 0 0
EOG RES INC COM 26875P101 19,391,293 162,121 SH SOLE 152,030 0 10,091
ETSY INC COM 29786A106 326,491 6,509 SH SOLE 6,509 0 0
EXACT SCIENCES CORP COM 30063P105 8,672,661 163,204 SH SOLE 138,242 0 24,962
EXPEDIA GROUP INC COM NEW 30212P303 853,521 5,060 SH SOLE 2,404 0 2,656
EXPEDITORS INTL WASH INC COM 302130109 370,056 3,239 SH SOLE 3,239 0 0
FERRARI N V COM N3167Y103 919,242 1,882 SH SOLE 1,882 0 0
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 245,090 910 SH SOLE 910 0 0
FREEPORT-MCMORAN INC CL B 35671D857 22,854,987 527,220 SH SOLE 510,091 0 17,129
GILEAD SCIENCES INC COM 375558103 281,166 2,536 SH SOLE 2,536 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,521,006 3,562 SH SOLE 150 0 3,412
GOLUB CAP BDC INC COM 38173M102 202,859 13,847 SH SOLE 13,847 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 3,256,482 42,474 SH SOLE 42,474 0 0
HOME DEPOT INC COM 437076102 3,411,952 9,306 SH SOLE 9,306 0 0
HONEYWELL INTL INC COM 438516106 34,625,763 148,685 SH SOLE 136,048 0 12,637
HUMANA INC COM 444859102 404,370 1,654 SH SOLE 1,654 0 0
ICICI BANK LIMITED ADR 45104G104 1,393,974 41,438 SH SOLE 41,438 0 0
IDEXX LABS INC COM 45168D104 47,734,260 89,000 SH SOLE 89,000 0 0
INFOSYS LTD SPONSORED ADR 456788108 492,268 26,566 SH SOLE 26,566 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 9,463,566 51,581 SH SOLE 51,581 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 16,060,378 218,360 SH SOLE 218,360 0 0
INTUIT COM 461202103 1,457,903 1,851 SH SOLE 1,851 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 103,141,935 189,805 SH SOLE 187,032 0 2,773
INVESCO EXCH TRADED FD TR II CHINA TECHNLGY 46138E800 464,404 10,495 SH SOLE 10,495 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 28,196,478 51,310 SH SOLE 51,310 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 237,406 1,542 SH SOLE 1,542 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 257,897 3,440 SH SOLE 3,440 0 0
ISHARES TR CORE S&P500 ETF 464287200 15,565,963 25,070 SH SOLE 25,070 0 0
ISHARES TR CORE S&P SCP ETF 464287804 230,602 2,110 SH SOLE 2,110 0 0
ISHARES TR IBOXX INV CP ETF 464287242 233,360 2,129 SH SOLE 2,129 0 0
ISHARES TR ISHARES BIOTECH 464287556 2,059,583 16,280 SH SOLE 16,280 0 0
ISHARES TR MSCI INDIA ETF 46429B598 227,931 4,098 SH SOLE 4,098 0 0
ISHARES TR S&P 500 VAL ETF 464287408 12,192,254 62,390 SH SOLE 62,390 0 0
ISHARES TR US REGNL BKS ETF 464288778 445,950 9,000 SH SOLE 9,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 10,556,085 99,944 SH SOLE 97,770 0 2,174
JOHNSON & JOHNSON COM 478160104 1,361,155 8,911 SH SOLE 8,911 0 0
JPMORGAN CHASE & CO. COM 46625H100 57,899,666 199,716 SH SOLE 193,213 0 6,503
LAM RESEARCH CORP COM NEW 512807306 493,222 5,067 SH SOLE 5,067 0 0
LINDE PLC SHS G54950103 33,232,489 70,831 SH SOLE 66,189 0 4,642
LOCKHEED MARTIN CORP COM 539830109 472,403 1,020 SH SOLE 1,020 0 0
LOWES COS INC COM 548661107 365,420 1,647 SH SOLE 1,647 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,361,851 23,537 SH SOLE 5,020 0 18,517
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 954,519 9,738 SH SOLE 9,738 0 0
MARRIOTT INTL INC NEW CL A 571903202 407,629 1,492 SH SOLE 1,492 0 0
MARSH & MCLENNAN COS INC COM 571748102 48,144,747 220,201 SH SOLE 197,054 0 23,147
MASTERCARD INCORPORATED CL A 57636Q104 28,402,133 50,543 SH SOLE 50,543 0 0
MCDONALDS CORP COM 580135101 55,088,654 188,550 SH SOLE 180,225 0 8,325
MEDTRONIC PLC SHS G5960L103 762,389 8,746 SH SOLE 8,746 0 0
MERCADOLIBRE INC COM 58733R102 6,615,098 2,531 SH SOLE 1,034 0 1,497
MERCK & CO INC COM 58933Y105 43,475,859 549,215 SH SOLE 517,012 0 32,203
META PLATFORMS INC CL A 30303M102 150,767,430 204,267 SH SOLE 183,495 0 20,772
MICRON TECHNOLOGY INC COM 595112103 6,054,903 49,127 SH SOLE 22,769 0 26,358
MICROSOFT CORP COM 594918104 457,119,009 922,524 SH SOLE 876,743 0 45,781
MODERNA INC COM 60770K107 20,242,397 733,686 SH SOLE 733,686 0 0
MONDELEZ INTL INC CL A 609207105 22,416,786 332,396 SH SOLE 328,503 0 3,893
MOODYS CORP COM 615369105 27,564,377 54,954 SH SOLE 52,267 0 2,687
MORGAN STANLEY COM NEW 617446448 1,065,606 7,565 SH SOLE 7,565 0 0
NEOGEN CORP COM 640491106 473,340 99,025 SH SOLE 99,025 0 0
NETFLIX INC COM 64110L106 7,284,867 5,440 SH SOLE 3,442 0 1,998
NIKE INC CL B 654106103 11,602,253 163,320 SH SOLE 163,320 0 0
NOVAGOLD RES INC COM NEW 66987E206 23,294,687 5,676,000 SH SOLE 5,676,000 0 0
NVENT ELECTRIC PLC SHS G6700G107 2,172,742 29,662 SH SOLE 11,568 0 18,094
NVIDIA CORPORATION COM 67066G104 367,348,869 2,325,140 SH SOLE 2,202,939 0 122,201
NVR INC COM 62944T105 369,283 50 SH SOLE 50 0 0
ORACLE CORP COM 68389X105 360,084 1,647 SH SOLE 1,647 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 43,776,051 485,699 SH SOLE 425,473 0 60,226
OTIS WORLDWIDE CORP COM 68902V107 7,747,523 78,242 SH SOLE 67,383 0 10,859
OWENS CORNING NEW COM 690742101 22,959,927 166,957 SH SOLE 149,828 0 17,129
PACKAGING CORP AMER COM 695156109 372,189 1,975 SH SOLE 1,975 0 0
PALO ALTO NETWORKS INC COM 697435105 14,610,887 71,398 SH SOLE 56,888 0 14,510
PARAMOUNT GLOBAL CLASS B COM 92556H206 19,350,000 1,500,000 SH SOLE 1,500,000 0 0
PARKER-HANNIFIN CORP COM 701094104 4,826,428 6,910 SH SOLE 6,910 0 0
PAYPAL HLDGS INC COM 70450Y103 362,905 4,883 SH SOLE 4,883 0 0
PEPSICO INC COM 713448108 18,437,141 139,633 SH SOLE 122,558 0 17,075
PHILIP MORRIS INTL INC COM 718172109 55,536,719 304,929 SH SOLE 279,223 0 25,706
PINTEREST INC CL A 72352L106 13,521,551 377,065 SH SOLE 353,403 0 23,662
PRICE T ROWE GROUP INC COM 74144T108 352,515 3,653 SH SOLE 3,653 0 0
PROCTER AND GAMBLE CO COM 742718109 72,082,104 452,436 SH SOLE 410,376 0 42,060
PROGRESSIVE CORP COM 743315103 253,517 950 SH SOLE 950 0 0
PRUDENTIAL FINL INC COM 744320102 214,880 2,000 SH SOLE 2,000 0 0
PTC INC COM 69370C100 1,830,423 10,621 SH SOLE 3,566 0 7,055
PURE STORAGE INC CL A 74624M102 2,416,575 41,969 SH SOLE 22,661 0 19,308
QIAGEN NV COM SHS N72482206 805,704 16,788 SH SOLE 16,788 0 0
RALPH LAUREN CORP CL A 751212101 224,910 820 SH SOLE 820 0 0
RIO TINTO PLC SPONSORED ADR 767204100 1,232,805 21,135 SH SOLE 21,135 0 0
ROCKWELL AUTOMATION INC COM 773903109 1,288,820 3,880 SH SOLE 3,880 0 0
ROLLINS INC COM 775711104 3,406,640 60,380 SH SOLE 60,380 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 900,750 25,000 SH SOLE 25,000 0 0
RTX CORPORATION COM 75513E101 1,095,588 7,503 SH SOLE 7,503 0 0
SALESFORCE INC COM 79466L302 64,956,667 238,207 SH SOLE 210,785 0 27,422
SCHLUMBERGER LTD COM STK 806857108 1,653,935 48,933 SH SOLE 48,933 0 0
SCHWAB CHARLES CORP COM 808513105 1,643,780 18,016 SH SOLE 4,741 0 13,275
SEA LTD SPONSORD ADS 81141R100 6,731,715 42,089 SH SOLE 29,783 0 12,306
SERVICENOW INC COM 81762P102 380,390 370 SH SOLE 370 0 0
SMURFIT WESTROCK PLC SHS G8267P108 2,457,824 56,960 SH SOLE 44,992 0 11,968
SNOWFLAKE INC CL A 833445109 3,613,886 16,150 SH SOLE 16,150 0 0
SOPHIA GENETICS SA ORDINARY SHARES H82027105 791,120 255,200 SH SOLE 255,200 0 0
SPDR GOLD TR GOLD SHS 78463V107 9,686,611 31,899 SH SOLE 31,899 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 31,648,131 51,223 SH SOLE 30,483 0 20,740
S&P GLOBAL INC COM 78409V104 39,272,032 74,479 SH SOLE 74,479 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,699,658 2,215 SH SOLE 0 0 2,215
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 140,136 11,449 SH SOLE 11,449 0 0
STARBUCKS CORP COM 855244109 1,311,782 14,371 SH SOLE 3,871 0 10,500
STRYKER CORPORATION COM 863667101 58,302,015 147,365 SH SOLE 135,906 0 11,459
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 103,505,704 456,999 SH SOLE 416,152 0 40,847
TARGET CORP COM 87612E106 310,452 3,147 SH SOLE 3,147 0 0
TESLA INC COM 88160R101 3,232,508 10,176 SH SOLE 3,176 0 7,000
TEXAS INSTRS INC COM 882508104 24,256,245 116,830 SH SOLE 116,830 0 0
THE CIGNA GROUP COM 125523100 4,730,269 14,309 SH SOLE 9,876 0 4,433
THERMO FISHER SCIENTIFIC INC COM 883556102 16,098,384 39,704 SH SOLE 37,846 0 1,858
TJX COS INC NEW COM 872540109 3,011,304 24,385 SH SOLE 24,385 0 0
TRADEWEB MKTS INC CL A 892672106 323,544 2,210 SH SOLE 2,210 0 0
UBER TECHNOLOGIES INC COM 90353T100 23,347,019 250,236 SH SOLE 218,219 0 32,017
UBS GROUP AG SHS H42097107 1,186,460 35,174 SH SOLE 8,374 0 26,800
UNION PAC CORP COM 907818108 1,326,181 5,764 SH SOLE 3,629 0 2,135
UNITEDHEALTH GROUP INC COM 91324P102 75,609,049 242,360 SH SOLE 230,349 0 12,011
US BANCORP DEL COM NEW 902973304 1,815,068 40,112 SH SOLE 0 0 40,112
VALARIS LTD CL A G9460G101 22,568,518 535,942 SH SOLE 535,942 0 0
VERISIGN INC COM 92343E102 456,882 1,582 SH SOLE 1,582 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,690,559 39,070 SH SOLE 0 0 39,070
VERTEX INC CL A 92538J106 1,711,097 48,425 SH SOLE 48,425 0 0
VISA INC COM CL A 92826C839 206,753,071 582,321 SH SOLE 553,459 0 28,862
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 175,037 16,420 SH SOLE 16,420 0 0
WALMART INC COM 931142103 273,295 2,795 SH SOLE 2,795 0 0
WASTE MGMT INC DEL COM 94106L109 24,151,036 105,546 SH SOLE 105,546 0 0
WELLS FARGO CO NEW COM 949746101 66,178,479 825,992 SH SOLE 762,799 0 63,193
WORKDAY INC CL A 98138H101 8,736,960 36,404 SH SOLE 24,792 0 11,612
WYNDHAM HOTELS & RESORTS INC COM 98311A105 300,721 3,703 SH SOLE 3,703 0 0
WYNN RESORTS LTD COM 983134107 445,120 4,752 SH SOLE 4,752 0 0
YUM CHINA HLDGS INC COM 98850P109 1,086,755 24,400 SH SOLE 24,400 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 222,636 722 SH SOLE 722 0 0
ZOETIS INC CL A 98978V103 61,219,732 392,560 SH SOLE 392,560 0 0