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
ABBOTT LABS COM 002824100 1,153,773 8,483 SH SOLE 8,483 0 0
ADVANCED MICRO DEVICES INC COM 007903107 4,911,159 34,610 SH SOLE 34,610 0 0
AMAZON COM INC COM 023135106 36,555,859 166,625 SH SOLE 166,625 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 988,794 7,108 SH SOLE 7,108 0 0
APPLE INC COM 037833100 28,415,019 138,495 SH SOLE 138,495 0 0
ARISTA NETWORKS INC COM SHS 040413205 1,414,743 13,828 SH SOLE 13,828 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 812,425 11,626 SH SOLE 11,626 0 0
ATMOS ENERGY CORP COM 049560105 826,030 5,360 SH SOLE 5,360 0 0
AUTODESK INC COM 052769106 24,147,389 78,003 SH SOLE 78,003 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 890,659 2,888 SH SOLE 2,888 0 0
BANK AMERICA CORP COM 060505104 201,015 4,248 SH SOLE 4,248 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 27,492,639 56,596 SH SOLE 56,596 0 0
THE CIGNA GROUP COM 125523100 581,821 1,760 SH SOLE 1,760 0 0
CHURCH & DWIGHT CO INC COM 171340102 2,756,146 28,677 SH SOLE 28,677 0 0
DANAHER CORPORATION COM 235851102 4,368,004 22,112 SH SOLE 22,112 0 0
ECOLAB INC COM 278865100 525,408 1,950 SH SOLE 1,950 0 0
FIRST SOLAR INC COM 336433107 331,080 2,000 SH SOLE 2,000 0 0
FISERV INC COM 337738108 269,477 1,563 SH SOLE 1,563 0 0
GENERAL MLS INC COM 370334104 611,358 11,800 SH SOLE 11,800 0 0
GILEAD SCIENCES INC COM 375558103 672,870 6,069 SH SOLE 6,069 0 0
GRAINGER W W INC COM 384802104 9,882,280 9,500 SH SOLE 9,500 0 0
HOME DEPOT INC COM 437076102 564,259 1,539 SH SOLE 1,539 0 0
ILLINOIS TOOL WKS INC COM 452308109 287,868 1,164 SH SOLE 1,164 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 177,461 14,463 SH SOLE 14,463 0 0
INTUIT COM 461202103 2,394,395 3,040 SH SOLE 3,040 0 0
JOHNSON & JOHNSON COM 478160104 203,616 1,333 SH SOLE 1,333 0 0
ELI LILLY & CO COM 532457108 22,238,432 28,528 SH SOLE 28,528 0 0
MASCO CORP COM 574599106 1,145,672 17,801 SH SOLE 17,801 0 0
MASIMO CORP COM 574795100 1,362,918 8,102 SH SOLE 8,102 0 0
MICROSOFT CORP COM 594918104 42,677,281 85,799 SH SOLE 85,799 0 0
MICRON TECHNOLOGY INC COM 595112103 18,159,655 147,340 SH SOLE 147,340 0 0
PALO ALTO NETWORKS INC COM 697435105 2,193,741 10,720 SH SOLE 10,720 0 0
PROCTER AND GAMBLE CO COM 742718109 2,355,546 14,785 SH SOLE 14,785 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604 677,598 3,416 SH SOLE 3,416 0 0
REPUBLIC SVCS INC COM 760759100 10,815,821 43,858 SH SOLE 43,858 0 0
SHERWIN WILLIAMS CO COM 824348106 746,808 2,175 SH SOLE 2,175 0 0
STANLEY BLACK & DECKER INC COM 854502101 6,924,389 102,205 SH SOLE 102,205 0 0
STRYKER CORPORATION COM 863667101 1,194,011 3,018 SH SOLE 3,018 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,332,340 10,685 SH SOLE 10,685 0 0
UNION PAC CORP COM 907818108 221,797 964 SH SOLE 964 0 0
ABBVIE INC COM 00287Y109 4,988,909 26,877 SH SOLE 26,877 0 0
ADOBE INC COM 00724F101 3,489,658 9,020 SH SOLE 9,020 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 17,351,730 153,000 SH SOLE 153,000 0 0
ALPHABET INC CAP STK CL A 02079K305 12,162,337 69,014 SH SOLE 69,014 0 0
AMERICAN TOWER CORP NEW COM 03027X100 2,453,322 11,100 SH SOLE 11,100 0 0
AMERIPRISE FINL INC COM 03076C106 4,584,741 8,590 SH SOLE 8,590 0 0
BLACKSTONE INC COM 09260D107 9,715,221 64,950 SH SOLE 64,950 0 0
BOOKING HOLDINGS INC COM 09857L108 19,509,739 3,370 SH SOLE 3,370 0 0
BROADCOM INC COM 11135F101 32,776,163 118,905 SH SOLE 118,905 0 0
COSTCO WHSL CORP NEW COM 22160K105 19,549,335 19,748 SH SOLE 19,748 0 0
META PLATFORMS INC CL A 30303M102 38,557,822 52,240 SH SOLE 52,240 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 19,746,225 27,900 SH SOLE 27,900 0 0
INGERSOLL RAND INC COM 45687V106 6,754,216 81,200 SH SOLE 81,200 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 19,508,419 35,900 SH SOLE 35,900 0 0
ISHARES TR MSCI INDIA ETF 46429B598 3,006,720 54,000 SH SOLE 54,000 0 0
ISHARES INC CORE MSCI EMKT 46434G103 20,962,476 349,200 SH SOLE 349,200 0 0
JPMORGAN CHASE & CO. COM 46625H100 2,756,464 9,508 SH SOLE 9,508 0 0
KKR & CO INC COM 48251W104 18,983,381 142,700 SH SOLE 142,700 0 0
LPL FINL HLDGS INC COM 50212V100 374,970 1,000 SH SOLE 1,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 7,727,799 13,752 SH SOLE 13,752 0 0
MCKESSON CORP COM 58155Q103 10,826,824 14,775 SH SOLE 14,775 0 0
MERCADOLIBRE INC COM 58733R102 12,806,787 4,900 SH SOLE 4,900 0 0
NETFLIX INC COM 64110L106 37,985,762 28,366 SH SOLE 28,366 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 586,595 4,667 SH SOLE 4,667 0 0
NEXTERA ENERGY INC COM 65339F101 312,390 4,500 SH SOLE 4,500 0 0
NVIDIA CORPORATION COM 67066G104 32,613,086 206,425 SH SOLE 206,425 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 29,607,705 328,500 SH SOLE 328,500 0 0
SALESFORCE INC COM 79466L302 3,604,689 13,219 SH SOLE 13,219 0 0
SERVICENOW INC COM 81762P102 4,472,148 4,350 SH SOLE 4,350 0 0
TOPBUILD CORP COM 89055F103 561,365 1,734 SH SOLE 1,734 0 0
VERALTO CORP COM SHS 92338C103 441,656 4,375 SH SOLE 4,375 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 21,710,178 48,765 SH SOLE 48,765 0 0
VISA INC COM CL A 92826C839 8,282,251 23,327 SH SOLE 23,327 0 0
EATON CORP PLC SHS G29183103 4,869,344 13,640 SH SOLE 13,640 0 0
LINDE PLC SHS G54950103 384,728 820 SH SOLE 820 0 0
STERIS PLC SHS USD G8473T100 797,530 3,320 SH SOLE 3,320 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 17,911,940 40,950 SH SOLE 40,950 0 0
ON HLDG AG NAMEN AKT A H5919C104 6,636,375 127,500 SH SOLE 127,500 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 31,751,072 39,620 SH SOLE 39,620 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 1,479,420 18,916 SH SOLE 18,916 0 0