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
3M CO COM 88579Y101 4,138,948 27,187 SH SOLE 27,187 0 0
ALPHABET INC CAP STK CL A 02079K305 1,377,766 7,818 SH SOLE 7,818 0 0
AMAZON COM INC COM 023135106 3,377,948 15,397 SH SOLE 15,397 0 0
AVANTOR INC COM 05352A100 4,411,353 327,738 SH SOLE 327,738 0 0
BERKLEY W R CORP COM 084423102 2,798,545 38,091 SH SOLE 38,091 0 0
BLOCK INC CL A 852234103 4,404,173 64,834 SH SOLE 64,834 0 0
BROADCOM INC COM 11135F101 2,620,053 9,505 SH SOLE 9,505 0 0
BROWN & BROWN INC COM 115236101 296,133 2,671 SH SOLE 2,671 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 232,577 2,934 SH SOLE 2,934 0 0
CENTERPOINT ENERGY INC COM 15189T107 258,503 7,036 SH SOLE 7,036 0 0
CLEAN HARBORS INC COM 184496107 303,308 1,312 SH SOLE 1,312 0 0
COHERENT CORP COM 19247G107 4,064,051 45,556 SH SOLE 45,556 0 0
COMPOSECURE INC COM CL A 20459V105 4,894,358 347,364 SH SOLE 347,364 0 0
CORNING INC COM 219350105 4,487,662 85,333 SH SOLE 85,333 0 0
DANAHER CORPORATION COM 235851102 2,370,480 12,000 SH SOLE 12,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 3,544,601 82,644 SH SOLE 82,644 0 0
EPAM SYS INC COM 29414B104 2,537,367 14,350 SH SOLE 14,350 0 0
F5 INC COM 315616102 4,533,706 15,404 SH SOLE 15,404 0 0
FLEX LTD ORD Y2573F102 5,067,279 101,508 SH SOLE 101,508 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 2,500,530 33,759 SH SOLE 33,759 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 3,566,596 15,148 SH SOLE 15,148 0 0
HOLOGIC INC COM 436440101 3,920,808 60,172 SH SOLE 60,172 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 4,593,905 25,039 SH SOLE 25,039 0 0
JACOBS SOLUTIONS INC COM 46982L108 3,173,860 24,145 SH SOLE 24,145 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 4,490,036 17,900 SH SOLE 17,900 0 0
LPL FINL HLDGS INC COM 50212V100 4,759,494 12,693 SH SOLE 12,693 0 0
META PLATFORMS INC CL A 30303M102 4,534,087 6,143 SH SOLE 6,143 0 0
MICROSOFT CORP COM 594918104 3,464,958 6,966 SH SOLE 6,966 0 0
NASDAQ INC COM 631103108 2,836,761 31,724 SH SOLE 31,724 0 0
NVIDIA CORPORATION COM 67066G104 7,899,500 50,000 SH Put SOLE 50,000 0 0
PARSONS CORP DEL COM 70202L102 4,354,072 60,667 SH SOLE 60,667 0 0
QUANTA SVCS INC COM 74762E102 4,488,189 11,871 SH SOLE 11,871 0 0
REVVITY INC COM 714046109 3,865,221 39,963 SH SOLE 39,963 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 2,625,434 38,615 SH SOLE 38,615 0 0
SALESFORCE INC COM 79466L302 4,724,354 17,325 SH SOLE 17,325 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 1,550,883 6,604 SH SOLE 6,604 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 4,419,627 18,199 SH SOLE 18,199 0 0
THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 4,547,749 106,231 SH SOLE 106,231 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 5,449,207 42,436 SH SOLE 42,436 0 0
WORKDAY INC CL A 98138H101 3,652,080 15,217 SH SOLE 15,217 0 0