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
APPLE INC COM 037833100 48,086,719 234,375 SH SOLE 234,375 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,815,245 9,419 SH SOLE 9,419 0 0
ADOBE INC COM 00724F101 1,852,768 4,789 SH SOLE 4,789 0 0
ANALOG DEVICES INC COM 032654105 5,488,979 23,061 SH SOLE 23,061 0 0
AUTODESK INC COM 052769106 7,275,824 23,503 SH SOLE 23,503 0 0
GALLAGHER ARTHUR J & CO COM 363576109 4,122,505 12,878 SH SOLE 12,878 0 0
AMAZON COM INC COM 023135106 37,973,118 173,085 SH SOLE 173,085 0 0
AIR PRODS & CHEMS INC COM 009158106 5,986,441 21,224 SH SOLE 21,224 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 19,279,700 170,000 SH SOLE 170,000 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 2,715,919 26,082 SH SOLE 26,082 0 0
TOPBUILD CORP COM 89055F103 6,827,353 21,089 SH SOLE 21,089 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 5,632,674 18,279 SH SOLE 18,279 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 4,994,543 88,950 SH SOLE 88,950 0 0
COSTCO WHSL CORP NEW COM 22160K105 9,180,704 9,274 SH SOLE 9,274 0 0
CORPAY INC COM SHS 219948106 8,747,107 26,361 SH SOLE 26,361 0 0
COPART INC COM 217204106 3,945,081 80,397 SH SOLE 80,397 0 0
COSTAR GROUP INC COM 22160N109 5,367,986 66,766 SH SOLE 66,766 0 0
DISNEY WALT CO COM 254687106 2,101,473 16,946 SH SOLE 16,946 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 1,517,000 100,000 SH SOLE 100,000 0 0
ELECTRONIC ARTS INC COM 285512109 775,503 4,856 SH SOLE 4,856 0 0
ISHARES TR MSCI EAFE ETF 464287465 12,929,638 144,643 SH SOLE 144,643 0 0
EQUIFAX INC COM 294429105 7,049,158 27,178 SH SOLE 27,178 0 0
ELEVANCE HEALTH INC COM 036752103 6,610,375 16,995 SH SOLE 16,995 0 0
EQUINIX INC COM 29444U700 2,340,273 2,942 SH SOLE 2,942 0 0
ISHARES INC MSCI CDA ETF 464286509 3,687,915 79,825 SH SOLE 79,825 0 0
ISHARES INC MSCI HONG KG ETF 464286871 1,092,876 55,029 SH SOLE 55,029 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 4,209,266 56,146 SH SOLE 56,146 0 0
FISERV INC COM 337738108 6,031,419 34,983 SH SOLE 34,983 0 0
FAIR ISAAC CORP COM 303250104 3,836,888 2,099 SH SOLE 2,099 0 0
ALPHABET INC CAP STK CL C 02079K107 7,211,258 40,652 SH SOLE 40,652 0 0
ALPHABET INC CAP STK CL A 02079K305 15,403,736 87,407 SH SOLE 87,407 0 0
IDEXX LABS INC COM 45168D104 5,430,443 10,125 SH SOLE 10,125 0 0
INTUIT COM 461202103 7,189,487 9,128 SH SOLE 9,128 0 0
IQVIA HLDGS INC COM 46266C105 7,142,609 45,324 SH SOLE 45,324 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 6,933,912 12,760 SH SOLE 12,760 0 0
GARTNER INC COM 366651107 3,134,726 7,755 SH SOLE 7,755 0 0
LINDE PLC SHS G54950103 2,666,350 5,683 SH SOLE 5,683 0 0
MASTERCARD INCORPORATED CL A 57636Q104 6,095,925 10,848 SH SOLE 10,848 0 0
MOODYS CORP COM 615369105 5,061,545 10,091 SH SOLE 10,091 0 0
META PLATFORMS INC CL A 30303M102 6,038,314 8,181 SH SOLE 8,181 0 0
MSCI INC COM 55354G100 3,581,555 6,210 SH SOLE 6,210 0 0
MICROSOFT CORP COM 594918104 29,301,428 58,908 SH SOLE 58,908 0 0
NASDAQ INC COM 631103108 5,567,736 62,265 SH SOLE 62,265 0 0
SERVICENOW INC COM 81762P102 5,783,978 5,626 SH SOLE 5,626 0 0
NETEASE INC SPONSORED ADS 64110W102 8,438,839 62,705 SH SOLE 62,705 0 0
NVIDIA CORPORATION COM 67066G104 42,165,635 266,888 SH SOLE 266,888 0 0
NXP SEMICONDUCTORS N V COM N6596X109 6,326,815 28,957 SH SOLE 28,957 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 23,516,683 224,696 SH SOLE 224,696 0 0
PHILIP MORRIS INTL INC COM 718172109 22,339,702 122,658 SH SOLE 122,658 0 0
QUANTA SVCS INC COM 74762E102 4,782,712 12,650 SH SOLE 12,650 0 0
QUALCOMM INC COM 747525103 9,528,367 59,829 SH SOLE 59,829 0 0
QUDIAN INC ADR 747798106 4,082,000 1,300,000 SH SOLE 1,300,000 0 0
ROLLINS INC COM 775711104 3,483,766 61,747 SH SOLE 61,747 0 0
REPUBLIC SVCS INC COM 760759100 1,646,615 6,677 SH SOLE 6,677 0 0
SYNOPSYS INC COM 871607107 5,321,106 10,379 SH SOLE 10,379 0 0
S&P GLOBAL INC COM 78409V104 6,129,219 11,624 SH SOLE 11,624 0 0
TRIP COM GROUP LTD ADS 89677Q107 2,451,973 41,814 SH SOLE 41,814 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 279,993 14,366 SH SOLE 14,366 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 2,925,799 7,216 SH SOLE 7,216 0 0
TRANSUNION COM 89400J107 1,192,312 13,549 SH SOLE 13,549 0 0
TESLA INC COM 88160R101 44,122,974 138,900 SH SOLE 138,900 0 0
THE TRADE DESK INC COM CL A 88339J105 6,138,803 85,273 SH SOLE 85,273 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1,453,214 5,984 SH SOLE 5,984 0 0
TRADEWEB MKTS INC CL A 892672106 5,860,099 40,028 SH SOLE 40,028 0 0
UNITEDHEALTH GROUP INC COM 91324P102 5,352,157 17,156 SH SOLE 17,156 0 0
ISHARES INC MSCI WORLD ETF 464286392 1,654,673 9,769 SH SOLE 9,769 0 0
VISA INC COM CL A 92826C839 14,562,376 41,015 SH SOLE 41,015 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 51,636,767 90,905 SH SOLE 90,905 0 0
VERISK ANALYTICS INC COM 92345Y106 5,844,675 18,763 SH SOLE 18,763 0 0
WASTE CONNECTIONS INC COM 94106B101 1,023,412 5,481 SH SOLE 5,481 0 0
WASTE MGMT INC DEL COM 94106L109 4,186,720 18,297 SH SOLE 18,297 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 6,595,880 21,520 SH SOLE 21,520 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108 14,310,177 1,211,700 SH SOLE 1,211,700 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 871,525 49,100 SH SOLE 49,100 0 0
ZOETIS INC CL A 98978V103 4,045,343 25,940 SH SOLE 25,940 0 0
API GROUP CORP COM STK 00187Y100 5,884,687 115,273 SH SOLE 115,273 0 0
EXPEDIA GROUP INC COM NEW 30212P303 6,332,416 37,541 SH SOLE 37,541 0 0
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303 2,284,215 95,255 SH SOLE 95,255 0 0
MARVELL TECHNOLOGY INC COM 573874104 4,411,336 56,994 SH SOLE 56,994 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 6,507,457 38,581 SH SOLE 38,581 0 0
UNITED RENTALS INC COM 911363109 8,103,570 10,756 SH SOLE 10,756 0 0
AXON ENTERPRISE INC COM 05464C101 3,432,639 4,146 SH SOLE 4,146 0 0
BANK NEW YORK MELLON CORP COM 064058100 5,756,421 63,181 SH SOLE 63,181 0 0
CONOCOPHILLIPS COM 20825C104 6,904,506 76,939 SH SOLE 76,939 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106 173,365 5,111 SH SOLE 5,111 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,792,202 6,729 SH SOLE 6,729 0 0
PROGRESSIVE CORP COM 743315103 5,442,343 20,394 SH SOLE 20,394 0 0
PTC INC COM 69370C100 6,892,221 39,992 SH SOLE 39,992 0 0
US BANCORP DEL COM NEW 902973304 8,563,834 189,256 SH SOLE 189,256 0 0
UBER TECHNOLOGIES INC COM 90353T100 3,228,460 34,603 SH SOLE 34,603 0 0
VULCAN MATLS CO COM 929160109 5,675,182 21,759 SH SOLE 21,759 0 0
WELLS FARGO CO NEW COM 949746101 3,368,485 42,043 SH SOLE 42,043 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 6,764,295 91,323 SH SOLE 91,323 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 3,523,325 6,387 SH SOLE 6,387 0 0
SALESFORCE INC COM 79466L302 6,116,982 22,432 SH SOLE 22,432 0 0
ORACLE CORP COM 68389X105 4,628,616 21,171 SH SOLE 21,171 0 0
CHAGEE HLDGS LTD SPONSORED ADS 15743P104 1,827,700 70,000 SH SOLE 70,000 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 1,681,350 55,000 SH SOLE 55,000 0 0
CITIZENS FINL GROUP INC COM 174610105 3,880,362 86,712 SH SOLE 86,712 0 0
ICON PLC SHS G4705A100 2,065,681 14,202 SH SOLE 14,202 0 0