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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 7,445,649 24,911 SH SOLE 24,911 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 5,707,164 49,688 SH SOLE 49,688 0 0
ALPHABET INC CAP STK CL A 02079K305 29,435,697 167,030 SH SOLE 167,030 0 0
AMAZON COM INC COM 023135106 23,592,981 107,539 SH SOLE 107,539 0 0
AMERICAN EXPRESS CO COM 025816109 3,777,680 11,843 SH SOLE 11,843 0 0
AMGEN INC COM 031162100 2,502,838 8,964 SH SOLE 8,964 0 0
AON PLC SHS CL A G0403H108 8,929,346 25,029 SH SOLE 25,029 0 0
APPLE INC COM 037833100 19,257,051 93,859 SH SOLE 93,859 0 0
ARISTA NETWORKS INC COM SHS 040413205 5,790,541 56,598 SH SOLE 56,598 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 4,322,797 40,089 SH SOLE 40,089 0 0
BOOKING HOLDINGS INC COM 09857L108 2,095,705 362 SH SOLE 362 0 0
BROADCOM INC COM 11135F101 8,863,250 32,154 SH SOLE 32,154 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,466,405 18,378 SH SOLE 18,378 0 0
BROWN FORMAN CORP CL B 115637209 3,917,639 145,583 SH SOLE 145,583 0 0
CATERPILLAR INC COM 149123101 4,592,913 11,831 SH SOLE 11,831 0 0
CENCORA INC COM 03073E105 5,874,361 19,591 SH SOLE 19,591 0 0
CISCO SYS INC COM 17275R102 3,903,180 56,258 SH SOLE 56,258 0 0
CLEAN HARBORS INC COM 184496107 6,024,320 26,059 SH SOLE 26,059 0 0
CORE & MAIN INC CL A 21874C102 5,185,151 85,918 SH SOLE 85,918 0 0
COSTCO WHSL CORP NEW COM 22160K105 2,820,339 2,849 SH SOLE 2,849 0 0
DECKERS OUTDOOR CORP COM 243537107 4,304,822 41,766 SH SOLE 41,766 0 0
ELI LILLY & CO COM 532457108 8,850,784 11,354 SH SOLE 11,354 0 0
FISERV INC COM 337738108 8,797,737 51,028 SH SOLE 51,028 0 0
GARTNER INC COM 366651107 4,762,520 11,782 SH SOLE 11,782 0 0
GENPACT LIMITED SHS G3922B107 4,593,632 104,377 SH SOLE 104,377 0 0
HCA HEALTHCARE INC COM 40412C101 5,101,360 13,316 SH SOLE 13,316 0 0
HOME DEPOT INC COM 437076102 4,383,548 11,956 SH SOLE 11,956 0 0
HOULIHAN LOKEY INC CL A 441593100 5,518,707 30,668 SH SOLE 30,668 0 0
IDEXX LABS INC COM 45168D104 4,030,595 7,515 SH SOLE 7,515 0 0
HENRY JACK & ASSOC INC COM 426281101 3,963,199 21,997 SH SOLE 21,997 0 0
JOHNSON & JOHNSON COM 478160104 3,646,295 23,871 SH SOLE 23,871 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 5,127,016 31,289 SH SOLE 31,289 0 0
LULULEMON ATHLETICA INC COM 550021109 2,946,705 12,403 SH SOLE 12,403 0 0
MANHATTAN ASSOCIATES INC COM 562750109 4,822,217 24,420 SH SOLE 24,420 0 0
MARSH & MCLENNAN COS INC COM 571748102 8,263,499 37,795 SH SOLE 37,795 0 0
MASTERCARD INCORPORATED CL A 57636Q104 7,149,563 12,723 SH SOLE 12,723 0 0
META PLATFORMS INC CL A 30303M102 13,610,380 18,440 SH SOLE 18,440 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 3,702,717 3,152 SH SOLE 3,152 0 0
MICROSOFT CORP COM 594918104 31,174,674 62,674 SH SOLE 62,674 0 0
MOODYS CORP COM 615369105 3,528,686 7,035 SH SOLE 7,035 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 6,307,320 15,001 SH SOLE 15,001 0 0
MSCI INC COM 55354G100 6,292,810 10,911 SH SOLE 10,911 0 0
NVIDIA CORPORATION COM 67066G104 34,910,576 220,967 SH SOLE 220,967 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 4,623,440 28,487 SH SOLE 28,487 0 0
ORACLE CORP COM 68389X105 8,437,369 38,592 SH SOLE 38,592 0 0
PAYLOCITY HLDG CORP COM 70438V106 5,104,485 28,172 SH SOLE 28,172 0 0
PEPSICO INC COM 713448108 8,660,107 65,587 SH SOLE 65,587 0 0
POOL CORP COM 73278L105 4,252,985 14,591 SH SOLE 14,591 0 0
QUALCOMM INC COM 747525103 5,060,009 31,772 SH SOLE 31,772 0 0
S&P GLOBAL INC COM 78409V104 4,731,373 8,973 SH SOLE 8,973 0 0
SERVICE CORP INTL COM 817565104 5,886,685 72,318 SH SOLE 72,318 0 0
SYNOPSYS INC COM 871607107 4,925,829 9,608 SH SOLE 9,608 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 6,635,478 29,297 SH SOLE 29,297 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,949,180 9,740 SH SOLE 9,740 0 0
TORO CO COM 891092108 5,029,165 71,154 SH SOLE 71,154 0 0
TRACTOR SUPPLY CO COM 892356106 4,748,456 89,984 SH SOLE 89,984 0 0
UBER TECHNOLOGIES INC COM 90353T100 7,298,579 78,227 SH SOLE 78,227 0 0
UNITEDHEALTH GROUP INC COM 91324P102 8,729,545 27,982 SH SOLE 27,982 0 0
VEEVA SYS INC CL A COM 922475108 3,687,872 12,806 SH SOLE 12,806 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102 5,526,768 217,675 SH SOLE 217,675 0 0
VISA INC COM CL A 92826C839 7,083,603 19,951 SH SOLE 19,951 0 0
ZOETIS INC CL A 98978V103 4,876,712 31,271 SH SOLE 31,271 0 0