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
ABBVIE INC COM 00287Y109 1,038,915 5,597 SH SOLE 1,038,915 0 0
ADOBE INC COM 00724F101 756,350 1,955 SH SOLE 756,350 0 0
ADVANCED MICRO DEVICES INC COM 007903107 212,992 1,501 SH SOLE 212,992 0 0
AIRBNB INC COM CL A 009066101 598,309 4,521 SH SOLE 598,309 0 0
ALPHABET INC CL C CAP STK CL C 02079K107 3,233,465 18,228 SH SOLE 3,233,465 0 0
ALPHABET INC CL A CAP STK CL A 02079K305 3,205,800 18,191 SH SOLE 3,205,800 0 0
AMAZON COM INC COM 023135106 7,453,117 33,972 SH SOLE 7,453,117 0 0
AMERICAN EXPRESS CO COM 025816109 721,852 2,263 SH SOLE 721,852 0 0
AMPHENOL CORP CL A CL A 032095101 1,163,473 11,782 SH SOLE 1,163,473 0 0
APPLE INC COM COM 037833100 9,966,748 48,578 SH SOLE 9,966,748 0 0
APPLIED MATERIALS INC COM 038222105 768,528 4,198 SH SOLE 768,528 0 0
APPLOVIN CORP COM CL A COM CL A 03831W108 757,573 2,164 SH SOLE 757,573 0 0
AUTODESK INC COM 052769106 901,468 2,912 SH SOLE 901,468 0 0
AUTOMATIC DATA PROCESSING COM 053015103 606,623 1,967 SH SOLE 606,623 0 0
BAKER HUGHES COMPANY CL A 05722G100 527,903 13,769 SH SOLE 527,903 0 0
BLACKROCK INC COM COM 09290D101 1,100,663 1,049 SH SOLE 1,100,663 0 0
BOOKING HOLDINGS INC COM 09857L108 989,960 171 SH SOLE 989,960 0 0
BROADCOM INC COM 11135F101 5,004,426 18,155 SH SOLE 5,004,426 0 0
CME GROUP INC COM 12572Q105 1,124,530 4,080 SH SOLE 1,124,530 0 0
CADENCE DESIGN SYS INC COM 127387108 842,790 2,735 SH SOLE 842,790 0 0
CARVANA CO CL A 146869102 922,933 2,739 SH SOLE 922,933 0 0
CINTAS CORP COM 172908105 2,973,977 13,344 SH SOLE 2,973,977 0 0
CLEAN HBRS INC COM 184496107 1,862,617 8,057 SH SOLE 1,862,617 0 0
COSTCO WHSL CORP COM 22160K105 1,802,681 1,821 SH SOLE 1,802,681 0 0
DAVITA INC COM 23918K108 835,612 5,866 SH SOLE 835,612 0 0
DICKS SPORTING GOODS INC COM 253393102 540,417 2,732 SH SOLE 540,417 0 0
DOORDASH INC CL A CL A 25809K105 773,302 3,137 SH SOLE 773,302 0 0
EMCOR GROUP INC COM 29084Q100 751,520 1,405 SH SOLE 751,520 0 0
META PLATFORMS INC CL A 30303M102 6,303,289 8,540 SH SOLE 6,303,289 0 0
FAIR ISAAC CORPORATION COM 303250104 594,087 325 SH SOLE 594,087 0 0
F5 INC COM 315616102 621,015 2,110 SH SOLE 621,015 0 0
FORTINET INC COM 34959E109 618,673 5,852 SH SOLE 618,673 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,632,122 3,719 SH SOLE 2,632,122 0 0
HOME DEPOT INC COM 437076102 907,067 2,474 SH SOLE 907,067 0 0
INTUIT COM COM 461202103 1,157,816 1,470 SH SOLE 1,157,816 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 933,578 1,718 SH SOLE 933,578 0 0
JPMORGAN CHASE CO COM 46625H100 2,423,068 8,358 SH SOLE 2,423,068 0 0
JEFFERIES FINANCIAL GROUP INC COM COM 47233W109 688,766 12,594 SH SOLE 688,766 0 0
JONES LANG LASALLE INC COM 48020Q107 618,476 2,418 SH SOLE 618,476 0 0
KLA CORP COM NEW COM NEW 482480100 1,099,969 1,228 SH SOLE 1,099,969 0 0
LAM RESEARCH CORP COM NEW 512807306 1,385,148 14,230 SH SOLE 1,385,148 0 0
MSCI INC COM 55354G100 745,725 1,293 SH SOLE 745,725 0 0
MAPLEBEAR INC COM COM 565394103 633,179 13,996 SH SOLE 633,179 0 0
MASTERCARD INC CL A 57636Q104 1,573,994 2,801 SH SOLE 1,573,994 0 0
MICROSOFT CORP COM COM 594918104 11,826,918 23,777 SH SOLE 11,826,918 0 0
MICRON TECHNOLOGY INC COM 595112103 997,955 8,097 SH SOLE 997,955 0 0
MOODYS CORP COM 615369105 1,094,971 2,183 SH SOLE 1,094,971 0 0
MORGAN STANLEY COM NEW COM NEW 617446448 1,666,515 11,831 SH SOLE 1,666,515 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 791,726 1,883 SH SOLE 791,726 0 0
NRG ENERGY INC COM NEW COM NEW 629377508 914,985 5,698 SH SOLE 914,985 0 0
NETAPP INC COM COM 64110D104 598,278 5,615 SH SOLE 598,278 0 0
NETFLIX COM INC COM 64110L106 3,529,947 2,636 SH SOLE 3,529,947 0 0
NVIDIA CORP COM 67066G104 11,667,562 73,850 SH SOLE 11,667,562 0 0
ORACLE CORPORATION COM 68389X105 2,061,244 9,428 SH SOLE 2,061,244 0 0
PALANTIR TECHNOLOGIES INC CL A CL A 69608A108 1,508,244 11,064 SH SOLE 1,508,244 0 0
PALO ALTO NETWORKS INC COM 697435105 660,169 3,226 SH SOLE 660,169 0 0
PARKER HANNIFIN CORP COM 701094104 2,019,277 2,891 SH SOLE 2,019,277 0 0
QUALCOMM INC COM COM 747525103 923,230 5,797 SH SOLE 923,230 0 0
ROPER TECHNOLOGIES INC COM COM 776696106 580,444 1,024 SH SOLE 580,444 0 0
S P GLOBAL INC COM COM 78409V104 988,141 1,874 SH SOLE 988,141 0 0
SS C TECHNOLOGIES HLDGS INC COM COM 78467J100 973,645 11,759 SH SOLE 973,645 0 0
SALESFORCE INC COM 79466L302 889,515 3,262 SH SOLE 889,515 0 0
SERVICE CORP INTL COM COM 817565104 607,488 7,463 SH SOLE 607,488 0 0
SHOPIFY INC A CL A SUB VTG SHS 82509L107 971,593 8,423 SH SOLE 971,593 0 0
SNAP ON INC COM 833034101 1,145,765 3,682 SH SOLE 1,145,765 0 0
T MOBILE US INC COM 872590104 1,079,794 4,532 SH SOLE 1,079,794 0 0
TESLA INC COM 88160R101 3,617,830 11,389 SH SOLE 3,617,830 0 0
VEEVA SYSTEMS INC CLASS A CL A COM 922475108 536,795 1,864 SH SOLE 536,795 0 0
VERTEX PHARMACEUTICALS INC COM COM 92532F100 215,922 485 SH SOLE 215,922 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 879,865 6,852 SH SOLE 879,865 0 0
VISA INC COM CL A COM CL A 92826C839 2,070,652 5,832 SH SOLE 2,070,652 0 0
VISTRA ENERGY CORP COM 92840M102 882,805 4,555 SH SOLE 882,805 0 0
WALMART INC COM COM 931142103 985,134 10,075 SH SOLE 985,134 0 0
ACCENTURE PLC IRELAND SHS CLASS A SHS CLASS A G1151C101 733,775 2,455 SH SOLE 733,775 0 0
LINDE PLC SHS SHS G54950103 1,199,693 2,557 SH SOLE 1,199,693 0 0
SPOTIFY TECHNOLOGY SA SHS L8681T102 747,389 974 SH SOLE 747,389 0 0
NXP SEMICONDUCTORS N V COM COM N6596X109 484,174 2,216 SH SOLE 484,174 0 0
ROYAL CARIBBEAN GROUP COM COM V7780T103 872,408 2,786 SH SOLE 872,408 0 0