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
CVS HEALTH CORP Common 126650100 10,288,367 149,150 SH SOLE 149,150 0 0
HONEYWELL INTERNATIONAL INC. Common 438516106 9,166,157 39,360 SH SOLE 39,360 0 0
DEERE & COMPANY Common 244199105 10,071,784 19,809 SH SOLE 19,809 0 0
LINDE PLC Common G54950103 3,167,689 6,755 SH SOLE 6,755 0 0
QUANTA SERVICES, INC. Common 74762E102 7,888,639 20,865 SH SOLE 20,865 0 0
MICRON TECHNOLOGY, INC. Common 595112103 4,046,463 32,850 SH SOLE 32,850 0 0
AT&T INC. Common BJ5954919 1,482,944 1,520,000 SH SOLE 1,520,000 0 0
AMERICAN EXPRESS COMPANY Common 025816109 4,625,210 14,500 SH SOLE 14,500 0 0
SEA LTD Common 81141R100 5,278,020 33,000 SH SOLE 33,000 0 0
WAL-MART STORES, INC. Common 931142103 23,233,065 237,617 SH SOLE 237,617 0 0
META PLATFORMS INC Common 30303M102 79,465,458 107,665 SH SOLE 107,665 0 0
CIGNA CORP Common 125523100 7,153,751 21,640 SH SOLE 21,640 0 0
CENCORA INC Common 03073E105 6,056,970 20,200 SH SOLE 20,200 0 0
BOSTON SCIENTIFIC CORPORATION Common 101137107 3,114,890 29,000 SH SOLE 29,000 0 0
APPLIED MATERIALS, INC. Common 038222105 1,967,023 10,747 SH SOLE 10,747 0 0
UBER TECHNOLOGIES INC Common 90353T100 12,721,455 136,350 SH SOLE 136,350 0 0
ADOBE SYSTEMS INCORPORATED Common 00724F101 489,399 1,265 SH SOLE 1,265 0 0
CLOUDFLARE INC Common 18915M107 1,174,980 6,000 SH SOLE 6,000 0 0
TETRA TECH, INC. Common 88162G103 1,153,956 32,090 SH SOLE 32,090 0 0
MOBILEYE GLOBAL INC Common 60741F104 899,000 50,000 SH SOLE 50,000 0 0
SSGA FUNDS MANAGEMENT INC Common 78462F103 11,686,634 18,915 SH SOLE 18,915 0 0
QUINTILES IMS HOLDINGS INC Common 46266C105 866,745 5,500 SH SOLE 5,500 0 0
Coherent Corp Common 19247G107 578,973 6,490 SH SOLE 6,490 0 0
MARVELL TECHNOLOGY INC Common 573874104 1,548,000 20,000 SH SOLE 20,000 0 0
DARLING INGREDIENTS INC. Common 237266101 1,327,900 35,000 SH SOLE 35,000 0 0
WALT DISNEY CO/THE Common 254687106 14,218,673 114,673 SH SOLE 114,673 0 0
VERISK ANALYTICS, INC. Common 92345Y106 1,479,625 4,750 SH SOLE 4,750 0 0
TRUSIT FINANCIAL CORP Common 89832Q109 9,389,618 218,414 SH SOLE 218,414 0 0
PROGRESSIVE CORP/THE Common 743315103 7,324,241 27,446 SH SOLE 27,446 0 0
APPLE INC Common 037833100 65,529,919 319,401 SH SOLE 319,401 0 0
ASTRAZENECA PLC Common 046353108 6,216,844 88,982 SH SOLE 88,982 0 0
INTUITIVE SURGICAL, INC. Common 46120E602 4,358,148 8,020 SH SOLE 8,020 0 0
BIOMARIN PHARMACEUTICAL INC. Common 09061G101 907,005 16,500 SH SOLE 16,500 0 0
NEXTERA ENERGY INC Common 65339F101 1,468,303 21,151 SH SOLE 21,151 0 0
FEDEX CORPORATION Common 31428X106 1,286,745 5,660 SH SOLE 5,660 0 0
GENERAL MOTORS COMPANY Common 37045V100 1,848,216 37,573 SH SOLE 37,573 0 0
DEXCOM INC Common 252131107 1,614,865 18,500 SH SOLE 18,500 0 0
MERCK & CO., INC. Common 58933Y105 6,941,347 87,718 SH SOLE 87,718 0 0
MAKEMYTRIP LTD Common V5633W109 568,516 5,800 SH SOLE 5,800 0 0
PALO ALTO NETWORKS, INC. Common 697435105 1,227,840 6,000 SH SOLE 6,000 0 0
IDEXX LABORATORIES INC Common 45168D104 750,876 1,400 SH SOLE 1,400 0 0
DANAHER CORPORATION Common 235851102 987,700 5,000 SH SOLE 5,000 0 0
PAYPAL HOLDINGS, INC. Common 70450Y103 817,520 11,000 SH SOLE 11,000 0 0
CISCO SYSTEMS INC/DELAWARE Common 17275R102 7,458,350 107,500 SH SOLE 107,500 0 0
BIOGEN INC. Common 09062X103 2,263,050 18,027 SH SOLE 18,027 0 0
REGENERON PHARMACEUTICALS, INC. Common 75886F107 1,320,375 2,515 SH SOLE 2,515 0 0
LAM RESEARCH CORPORATION Common 512807306 486,700 5,000 SH SOLE 5,000 0 0
MERCADOLIBRE INC Common 58733R102 6,625,552 2,535 SH SOLE 2,535 0 0
GENERAC HOLDINGS INC Common 368736104 286,420 2,000 SH SOLE 2,000 0 0
ABBVIE INC. Common 00287Y109 5,145,572 27,721 SH SOLE 27,721 0 0
AGILENT TECHNOLOGIES, INC. Common 00846U101 333,968 2,830 SH SOLE 2,830 0 0
ZOETIS INC. Common 98978V103 2,027,350 13,000 SH SOLE 13,000 0 0
COSTCO WHOLESALE CORPORATION Common 22160K105 5,741,652 5,800 SH SOLE 5,800 0 0
MICROSOFT CORPORATION Common 594918104 121,165,713 243,605 SH SOLE 243,605 0 0
THE GOLDMAN SACHS GROUP, INC. Common 38141G104 27,920,629 39,453 SH SOLE 39,453 0 0
YUM CHINA HOLDINGS INC Common 98850P109 670,650 15,000 SH SOLE 15,000 0 0
DUPONT DE NEMOURS INC Common 26614N102 1,635,225 23,851 SH SOLE 23,851 0 0
INVESCO CAPITAL MANAGEMENT LLC Common 46090E103 2,275,516 4,125 SH SOLE 4,125 0 0
THERMO FISHER SCIENTIFIC INC. Common 883556102 9,161,368 22,595 SH SOLE 22,595 0 0
COMCAST CORPORATION Common 20030NDC2 3,432,805 4,000,000 SH SOLE 4,000,000 0 0
ORACLE CORPORATION Common 68389X105 26,268,395 120,150 SH SOLE 120,150 0 0
NU HOLDINGS LTD/CAYMAN ISLANDS Common G6683N103 686,000 50,000 SH SOLE 50,000 0 0
THE PROCTER & GAMBLE COMPANY Common 742718109 1,756,332 11,026 SH SOLE 11,026 0 0
PEPSICO, INC. Common 713448108 1,903,825 14,421 SH SOLE 14,421 0 0
RALPH LAUREN CORPORATION Common 751212101 11,122,054 40,550 SH SOLE 40,550 0 0
DOORDASH INC Common 25809K105 7,518,555 30,500 SH SOLE 30,500 0 0
FERRARI NV Common N3167Y103 5,398 11 SH SOLE 11 0 0
JOHNSON & JOHNSON Common 478160104 9,302,475 60,900 SH SOLE 60,900 0 0
DELL TECHNOLOGIES INC Common 24703L202 1,287,300 10,500 SH SOLE 10,500 0 0
EDWARDS LIFESCIENCES CORPORATION Common 28176E108 1,568,893 20,060 SH SOLE 20,060 0 0
NEUROCRINE BIOSCIENCES INC Common 64125C109 1,382,590 11,000 SH SOLE 11,000 0 0
UNITED THERAPEUTICS CORP Common 91307C102 1,149,400 4,000 SH SOLE 4,000 0 0
ELI LILLY AND COMPANY Common 532457108 42,121,469 54,036 SH SOLE 54,036 0 0
INTUIT INC. Common 461202103 1,043,610 1,325 SH SOLE 1,325 0 0
BLACKROCK FUND ADVISORS Common 464287861 7,765,589 122,776 SH SOLE 122,776 0 0
XYLEM INC. Common 98419M100 861,538 6,660 SH SOLE 6,660 0 0
AVERY DENNISON CORPORATION Common 053611109 6,623,993 37,750 SH SOLE 37,750 0 0
ALPHABET INC. Common 02079K107 14,482,120 81,640 SH SOLE 81,640 0 0
VERTEX PHARMACEUTICALS INCORPORATED Common 92532F100 1,535,940 3,450 SH SOLE 3,450 0 0
BLACKROCK FUND ADVISORS Common 464287200 4,650,543 7,490 SH SOLE 7,490 0 0
ACCENTURE PLC Common G1151C101 1,868,063 6,250 SH SOLE 6,250 0 0
BROADCOM INC Common 11135F101 58,764,970 213,185 SH SOLE 213,185 0 0
THE COCA-COLA COMPANY Common 191216100 2,654,476 37,535 SH SOLE 37,535 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD Common 874039100 6,087,433 26,884 SH SOLE 26,884 0 0
AMGEN INC. Common 031162100 1,256,445 4,500 SH SOLE 4,500 0 0
S&P GLOBAL INC. Common 78409V104 1,450,048 2,750 SH SOLE 2,750 0 0
BOOKING HOLDINGS INC. Common 09857L108 5,499,778 950 SH SOLE 950 0 0
DH EUROPE FINANCE II SARL Common ZR4416981 2,116,429 2,410,000 SH SOLE 2,410,000 0 0
SYNOPSYS, INC. Common 871607107 794,654 1,550 SH SOLE 1,550 0 0
UNITEDHEALTH GROUP INCORPORATED Common 91324P102 1,911,126 6,126 SH SOLE 6,126 0 0
GILEAD SCIENCES, INC. Common 375558103 1,773,920 16,000 SH SOLE 16,000 0 0
MICROSTRATEGY INCORPORATED Common 594972408 202,115 500 SH SOLE 500 0 0
INTERNATIONAL BUSINESS MACHINES CORPORATION Common 459200101 9,432,960 32,000 SH SOLE 32,000 0 0
ICICI BANK LIMITED Common 45104G104 2,131,834 63,372 SH SOLE 63,372 0 0
ALPHABET INC. Common 02079K305 38,103,499 216,223 SH SOLE 216,223 0 0
QUALCOMM INCORPORATED Common 747525103 6,104,419 38,338 SH SOLE 38,338 0 0
INFOSYS LTD Common 456788108 1,633,049 88,130 SH SOLE 88,130 0 0
SAREPTA THERAPEUTICS INC Common 803607100 188,100 11,000 SH SOLE 11,000 0 0
BANK OF AMERICA CORPORATION Common 060505104 4,622,968 97,778 SH SOLE 97,778 0 0
CITIGROUP INC. Common 172967424 2,439,871 28,674 SH SOLE 28,674 0 0
SALESFORCE.COM, INC. Common 79466L302 15,197,216 55,734 SH SOLE 55,734 0 0
NVIDIA CORPORATION Common 67066G104 136,908,759 866,629 SH SOLE 866,629 0 0
RESMED INC Common 761152107 1,909,200 7,400 SH SOLE 7,400 0 0
ARISTA NETWORKS INC Common 040413205 1,821,118 17,800 SH SOLE 17,800 0 0
ABBOTT LABORATORIES Common 002824100 4,093,901 30,100 SH SOLE 30,100 0 0
HDFC BANK LIMITED Common 40415F101 1,878,415 24,500 SH SOLE 24,500 0 0
MCDONALD'S CORPORATION Common 580135101 2,090,334 7,155 SH SOLE 7,155 0 0
PALANTIR TECHNOLOGIES INC Common 69608A108 25,819,008 189,400 SH SOLE 189,400 0 0
SERVICENOW, INC. Common 81762P102 5,551,632 5,400 SH SOLE 5,400 0 0
EMERSON ELECTRIC CO. Common 291011104 18,901,528 141,765 SH SOLE 141,765 0 0
JPMORGAN CHASE & CO. Common 46625H100 55,364,435 190,981 SH SOLE 190,981 0 0
FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND Common 337345102 77,683 365 SH SOLE 365 0 0
TESLA MOTORS INC Common 88160R101 23,792,734 74,900 SH SOLE 74,900 0 0
VISA INC. Common 92826C839 35,683,238 100,513 SH SOLE 100,513 0 0
MEDTRONIC PUBLIC LIMITED COMPANY Common G5960L103 4,358,598 49,999 SH SOLE 49,999 0 0
MASTERCARD INCORPORATED Common 57636Q104 25,725,217 45,783 SH SOLE 45,783 0 0
AMERICAN TOWER CORPORATION Common 03027X100 751,094 3,400 SH SOLE 3,400 0 0
AMAZON.COM, INC. Common 023135106 87,665,202 399,592 SH SOLE 399,592 0 0
SPROUTS FARMERS MARKET INC Common 85208M102 1,382,976 8,400 SH SOLE 8,400 0 0
EQUINIX, INC. Common 29444U700 7,151,275 8,990 SH SOLE 8,990 0 0
GARTNER INC Common 366651107 1,131,816 2,800 SH SOLE 2,800 0 0
NETFLIX INC Common 64110L106 48,543,640 36,253 SH SOLE 36,253 0 0
ELEVANCE HEALTH INC. Common 036752103 1,937,021 4,980 SH SOLE 4,980 0 0
FIRST SOLAR INC Common 336433107 3,890,190 23,500 SH SOLE 23,500 0 0
MANHATTAN ASSOCIATES INC Common 562750109 296,205 1,500 SH SOLE 1,500 0 0
ADVANCED MICRO DEVICES INC Common 007903107 3,574,461 25,190 SH SOLE 25,190 0 0
EATON CORPORATION PUBLIC LIMITED COMPANY Common 00B8KQN82 6,810,185 19,079 SH SOLE 19,079 0 0
PFIZER INC. Common 717081103 7,676,808 316,700 SH SOLE 316,700 0 0
THE HOME DEPOT, INC. Common 437076102 11,923,133 32,520 SH SOLE 32,520 0 0
LOWE'S COMPANIES, INC. Common 548661107 12,407,551 55,925 SH SOLE 55,925 0 0
MORGAN STANLEY Common 617446448 2,747,094 19,512 SH SOLE 19,512 0 0