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
ADOBE INC COM 00724F101 12,037,849 31,115 SH SOLE 31,115 0 0
ALIGN TECHNOLOGY INC COM 016255101 6,394,431 33,774 SH SOLE 33,774 0 0
ALPHABET INC CAP STK CL A 02079K305 687,297 3,900 SH SOLE 3,900 0 0
ALPHABET INC CAP STK CL C 02079K107 14,352,394 80,909 SH SOLE 80,908 0 0
AMAZON COM INC COM 023135106 17,407,170 79,344 SH SOLE 79,343 0 0
AMERICAN TOWER CORP NEW COM 03027X100 1,058,907 4,791 SH SOLE 4,791 0 0
APPLE INC COM 037833100 11,843,568 57,726 SH SOLE 57,725 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,834,548 5,949 SH SOLE 5,948 0 0
COPART INC COM 217204106 8,916,559 181,711 SH SOLE 181,711 0 0
COSTCO WHSL CORP NEW COM 22160K105 9,155,361 9,248 SH SOLE 9,248 0 0
DANAHER CORPORATION COM 235851102 3,732,775 18,896 SH SOLE 18,896 0 0
FERRARI N V COM N3167Y103 9,421,177 19,198 SH SOLE 19,197 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,333,175 4,152 SH SOLE 4,152 0 0
MOODYS CORP COM 615369105 10,185,086 20,306 SH SOLE 20,305 0 0
QUALYS INC COM 74758T303 7,308,658 51,156 SH SOLE 51,156 0 0
STELLANTIS N.V SHS N82405106 4,760,073 474,584 SH SOLE 474,583 0 0
TJX COS INC NEW COM 872540109 9,946,811 80,548 SH SOLE 80,547 0 0
TREX CO INC COM 89531P105 5,911,160 108,701 SH SOLE 108,701 0 0
UNITEDHEALTH GROUP INC COM 91324P102 4,597,517 14,737 SH SOLE 14,737 0 0
VISA INC COM CL A 92826C839 13,975,088 39,361 SH SOLE 39,360 0 0