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 9,816,463 73,290 SH SOLE 73,290 0 0
ABBVIE INC COM 00287Y109 89,634,228 387,122 SH SOLE 368,633 0 18,489
ABBVIE INC PUT 00287Y109 138,924 600 SH Put SOLE 600 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 395,546 1,604 SH SOLE 1,604 0 0
ADOBE INC COM 00724F101 9,178,202 26,019 SH SOLE 19,709 0 6,310
ADVANCED MICRO DEVICES INC COM 007903107 37,693,349 232,977 SH SOLE 191,890 0 41,087
AFLAC INC COM 001055102 397,317 3,557 SH SOLE 3,557 0 0
AIRBNB INC COM CL A 009066101 397,043 3,270 SH SOLE 3,270 0 0
ALCON AG ORD SHS H01301128 5,238,177 70,330 SH SOLE 52,284 0 18,046
ALCON AG PUT H01301128 148,960 2,000 SH Put SOLE 2,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 687,207 5,488 SH SOLE 479 0 5,009
ALPHABET INC CAP STK CL A 02079K305 367,344,520 1,511,084 SH SOLE 1,410,445 0 100,639
ALPHABET INC CAP STK CL C 02079K107 108,297,430 444,662 SH SOLE 441,792 0 2,870
AMAZON COM INC COM 023135106 440,661,401 2,006,929 SH SOLE 1,913,222 0 93,707
AMAZON COM INC PUT 023135106 87,828 400 SH Put SOLE 400 0 0
AMERICAN EXPRESS CO COM 025816109 406,896 1,225 SH SOLE 1,225 0 0
AMERIPRISE FINL INC COM 03076C106 346,331 705 SH SOLE 705 0 0
AMRIZE LTD SHS H2927K103 979,424 20,299 SH SOLE 20,299 0 0
AON PLC SHS CL A G0403H108 1,189,194 3,335 SH SOLE 134 0 3,201
APOLLO GLOBAL MGMT INC COM 03769M106 333,175 2,500 SH SOLE 2,500 0 0
APPLE INC COM 037833100 81,451,044 319,880 SH SOLE 283,756 0 36,124
APPLIED MATLS INC COM 038222105 445,023 2,181 SH SOLE 2,181 0 0
ARISTA NETWORKS INC COM SHS 040413205 1,379,145 9,465 SH SOLE 9,465 0 0
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100 1,395,920 125,872 SH SOLE 125,872 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 524,705 542 SH SOLE 542 0 0
AURORA INNOVATION INC CLASS A COM 051774107 18,326,000 3,400,000 SH SOLE 3,400,000 0 0
AUTODESK INC COM 052769106 1,508,933 4,750 SH SOLE 1,389 0 3,361
AUTOMATIC DATA PROCESSING IN COM 053015103 959,745 3,270 SH SOLE 3,270 0 0
BANK AMERICA CORP COM 060505104 32,700,528 633,854 SH SOLE 594,702 0 39,152
BARRICK MNG CORP COM SHS 06849F108 466,350 14,231 SH SOLE 14,231 0 0
BECTON DICKINSON & CO COM 075887109 374,340 2,000 SH SOLE 2,000 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 67,123,800 89 SH SOLE 89 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,261,829 24,390 SH SOLE 24,390 0 0
BIOGEN INC COM 09062X103 401,469 2,866 SH SOLE 2,866 0 0
BLACKSTONE INC COM 09260D107 358,785 2,100 SH SOLE 2,100 0 0
BLUE OWL CAPITAL CORPORATION COM 69121K104 168,462 13,192 SH SOLE 13,192 0 0
BOEING CO COM 097023105 33,770,920 156,470 SH SOLE 156,470 0 0
BOOKING HOLDINGS INC COM 09857L108 7,963,923 1,475 SH SOLE 1,475 0 0
BOSTON SCIENTIFIC CORP COM 101137107 15,419,292 157,936 SH SOLE 127,263 0 30,673
BP PLC SPONSORED ADR 055622104 84,427 2,450 SH SOLE 2,450 0 0
BROADCOM INC COM 11135F101 55,813,184 169,177 SH SOLE 153,008 0 16,169
BROWN & BROWN INC COM 115236101 833,793 8,890 SH SOLE 8,890 0 0
CARLYLE GROUP INC COM 14316J108 266,475 4,250 SH SOLE 4,250 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 1,008,811 16,898 SH SOLE 0 0 16,898
CF INDS HLDGS INC COM 125269100 1,352,676 15,080 SH SOLE 0 0 15,080
CHEVRON CORP NEW COM 166764100 2,211,640 14,242 SH SOLE 14,242 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 58,438,404 1,491,156 SH SOLE 1,435,002 0 56,154
CHUBB LIMITED COM H1467J104 1,793,417 6,354 SH SOLE 6,354 0 0
CINTAS CORP COM 172908105 105,572,607 514,336 SH SOLE 514,336 0 0
CISCO SYS INC COM 17275R102 1,817,001 26,647 SH SOLE 26,647 0 0
CME GROUP INC COM 12572Q105 19,672,534 72,810 SH SOLE 64,131 0 8,679
CNH INDL N V SHS N20944109 1,075,647 99,138 SH SOLE 3,000 0 96,138
COCA COLA CO COM 191216100 867,665 13,083 SH SOLE 13,083 0 0
CONSTELLATION BRANDS INC CL A 21036P108 540,161 4,011 SH SOLE 4,011 0 0
COSTCO WHSL CORP NEW COM 22160K105 108,533,820 117,254 SH SOLE 117,254 0 0
DANAHER CORPORATION COM 235851102 57,927,607 292,180 SH SOLE 292,180 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 2,641,666 75,066 SH SOLE 0 0 75,066
DEUTSCHE BANK A G PUT D18190898 387,104 11,000 SH Put SOLE 11,000 0 0
DEXCOM INC COM 252131107 10,161,194 151,006 SH SOLE 121,687 0 29,319
DISNEY WALT CO COM 254687106 698,450 6,100 SH SOLE 6,100 0 0
DOLLAR GEN CORP NEW COM 256677105 383,842 3,714 SH SOLE 3,714 0 0
D R HORTON INC COM 23331A109 26,701,185 157,557 SH SOLE 151,997 0 5,560
EATON CORP PLC SHS G29183103 68,854,141 183,979 SH SOLE 168,189 0 15,790
ECOLAB INC COM 278865100 961,522 3,511 SH SOLE 3,511 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 1,486,729 19,117 SH SOLE 1,500 0 17,617
ELBIT SYS LTD ORD M3760D101 18,113,194 35,530 SH SOLE 35,530 0 0
ELECTRONIC ARTS INC COM 285512109 766,258 3,799 SH SOLE 3,799 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 381,282 1,180 SH SOLE 1,180 0 0
ELI LILLY & CO COM 532457108 52,032,785 68,195 SH SOLE 61,426 0 6,769
EOG RES INC COM 26875P101 17,889,867 159,560 SH SOLE 149,469 0 10,091
ETSY INC COM 29786A106 438,174 6,600 SH SOLE 6,600 0 0
EXACT SCIENCES CORP COM 30063P105 8,845,349 161,677 SH SOLE 136,715 0 24,962
EXPEDIA GROUP INC COM NEW 30212P303 982,181 4,595 SH SOLE 1,939 0 2,656
EXPEDITORS INTL WASH INC COM 302130109 402,831 3,286 SH SOLE 3,286 0 0
FERRARI N V COM N3167Y103 910,192 1,882 SH SOLE 1,882 0 0
FREEPORT-MCMORAN INC CL B 35671D857 19,563,367 498,811 SH SOLE 481,682 0 17,129
GILEAD SCIENCES INC COM 375558103 1,696,968 15,288 SH SOLE 1,205 0 14,083
GOLDMAN SACHS GROUP INC COM 38141G104 2,911,456 3,656 SH SOLE 0 0 3,656
GOLUB CAP BDC INC COM 38173M102 194,576 14,213 SH SOLE 14,213 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 918,893 152,640 SH SOLE 152,640 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 2,808,977 82,230 SH SOLE 82,230 0 0
HOME DEPOT INC COM 437076102 3,770,698 9,306 SH SOLE 9,306 0 0
HONEYWELL INTL INC COM 438516106 12,483,071 59,302 SH SOLE 52,302 0 7,000
HUMANA INC COM 444859102 436,565 1,678 SH SOLE 1,678 0 0
ICICI BANK LIMITED ADR 45104G104 1,219,146 40,329 SH SOLE 40,329 0 0
IDEXX LABS INC COM 45168D104 56,861,210 89,000 SH SOLE 89,000 0 0
INFOSYS LTD SPONSORED ADR 456788108 1,360,546 83,623 SH SOLE 83,623 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 7,335,451 43,539 SH SOLE 43,539 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 13,437,874 218,360 SH SOLE 218,360 0 0
INTUIT COM 461202103 1,223,092 1,791 SH SOLE 1,791 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 84,810,461 189,635 SH SOLE 186,862 0 2,773
INVESCO EXCH TRADED FD TR II CHINA TECHNLGY 46138E800 1,473,716 24,974 SH SOLE 24,974 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 29,336,858 49,031 SH SOLE 49,031 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 275,922 3,440 SH SOLE 3,440 0 0
ISHARES TR CORE S&P500 ETF 464287200 16,779,351 25,070 SH SOLE 25,070 0 0
ISHARES TR IBOXX INV CP ETF 464287242 237,320 2,129 SH SOLE 2,129 0 0
ISHARES TR ISHARES BIOTECH 464287556 2,350,344 16,280 SH SOLE 16,280 0 0
ISHARES TR S&P 500 VAL ETF 464287408 12,884,159 62,390 SH SOLE 62,390 0 0
ISHARES TR US REGNL BKS ETF 464288778 471,667 8,979 SH SOLE 8,979 0 0
JOHNSON CTLS INTL PLC SHS G51502105 5,799,753 52,749 SH SOLE 50,575 0 2,174
JOHNSON & JOHNSON COM 478160104 1,658,211 8,943 SH SOLE 8,943 0 0
JPMORGAN CHASE & CO. COM 46625H100 63,179,683 200,297 SH SOLE 193,213 0 7,084
LAM RESEARCH CORP COM NEW 512807306 532,119 3,974 SH SOLE 3,974 0 0
LINDE PLC SHS G54950103 28,868,600 60,776 SH SOLE 56,245 0 4,531
LOCKHEED MARTIN CORP COM 539830109 509,194 1,020 SH SOLE 1,020 0 0
LOWES COS INC COM 548661107 419,436 1,669 SH SOLE 1,669 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 958,340 19,542 SH SOLE 1,025 0 18,517
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 910,073 9,723 SH SOLE 9,723 0 0
MARRIOTT INTL INC NEW CL A 571903202 393,785 1,512 SH SOLE 1,512 0 0
MARSH & MCLENNAN COS INC COM 571748102 56,149,281 278,615 SH SOLE 253,825 0 24,790
MARVELL TECHNOLOGY INC COM 573874104 349,731 4,160 SH SOLE 4,160 0 0
MASTERCARD INCORPORATED CL A 57636Q104 30,029,186 52,793 SH SOLE 52,793 0 0
MCDONALDS CORP COM 580135101 56,708,609 186,609 SH SOLE 178,284 0 8,325
MEDTRONIC PLC SHS G5960L103 964,876 10,131 SH SOLE 10,131 0 0
MERCADOLIBRE INC COM 58733R102 6,959,407 2,978 SH SOLE 1,481 0 1,497
MERCK & CO INC COM 58933Y105 29,316,078 349,292 SH SOLE 336,108 0 13,184
META PLATFORMS INC CL A 30303M102 157,545,073 214,528 SH SOLE 192,882 0 21,646
MICRON TECHNOLOGY INC COM 595112103 9,245,267 55,255 SH SOLE 28,897 0 26,358
MICROSOFT CORP COM 594918104 478,541,956 927,061 SH SOLE 878,479 0 48,582
MODERNA INC COM 60770K107 8,386,097 324,665 SH SOLE 324,665 0 0
MONDELEZ INTL INC CL A 609207105 21,176,018 338,979 SH SOLE 335,086 0 3,893
MOODYS CORP COM 615369105 24,757,901 51,960 SH SOLE 49,273 0 2,687
MORGAN STANLEY COM NEW 617446448 1,122,417 7,061 SH SOLE 7,061 0 0
MSCI INC COM 55354G100 8,888,478 15,665 SH SOLE 15,665 0 0
NETFLIX INC COM 64110L106 8,415,219 7,019 SH SOLE 5,021 0 1,998
NIKE INC CL B 654106103 519,837 7,455 SH SOLE 7,455 0 0
NOVAGOLD RES INC COM NEW 66987E206 50,175,938 5,676,000 SH SOLE 5,676,000 0 0
NVENT ELECTRIC PLC SHS G6700G107 2,897,846 29,378 SH SOLE 11,284 0 18,094
NVIDIA CORPORATION COM 67066G104 437,945,054 2,347,224 SH SOLE 2,227,934 0 119,290
NVR INC COM 62944T105 409,768 51 SH SOLE 51 0 0
ORACLE CORP COM 68389X105 242,429 862 SH SOLE 862 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 50,614,531 469,479 SH SOLE 413,412 0 56,067
OTIS WORLDWIDE CORP COM 68902V107 1,389,370 15,196 SH SOLE 15,196 0 0
OWENS CORNING NEW COM 690742101 54,702,441 386,699 SH SOLE 349,058 0 37,641
PACKAGING CORP AMER COM 695156109 436,296 2,002 SH SOLE 2,002 0 0
PALO ALTO NETWORKS INC COM 697435105 16,777,677 82,397 SH SOLE 65,887 0 16,510
PARAMOUNT SKYDANCE CORP COM CL B 69932A204 47,982,596 2,536,078 SH SOLE 2,536,078 0 0
PARKER-HANNIFIN CORP COM 701094104 5,053,828 6,666 SH SOLE 6,666 0 0
PAYPAL HLDGS INC COM 70450Y103 332,081 4,952 SH SOLE 4,952 0 0
PEPSICO INC COM 713448108 9,423,664 67,101 SH SOLE 52,385 0 14,716
PHILIP MORRIS INTL INC COM 718172109 49,084,802 302,619 SH SOLE 277,033 0 25,586
PINTEREST INC CL A 72352L106 12,294,409 382,170 SH SOLE 358,508 0 23,662
PRICE T ROWE GROUP INC COM 74144T108 380,281 3,705 SH SOLE 3,705 0 0
PROCTER AND GAMBLE CO COM 742718109 67,775,476 441,103 SH SOLE 403,808 0 37,295
PRUDENTIAL FINL INC COM 744320102 207,480 2,000 SH SOLE 2,000 0 0
PTC INC COM 69370C100 2,108,972 10,388 SH SOLE 3,333 0 7,055
PURE STORAGE INC CL A 74624M102 4,166,866 49,718 SH SOLE 30,410 0 19,308
QIAGEN NV COM SHS N72482206 709,818 16,026 SH SOLE 16,026 0 0
RALPH LAUREN CORP CL A 751212101 257,119 820 SH SOLE 820 0 0
RANGE RES CORP COM 75281A109 19,535,160 519,000 SH SOLE 519,000 0 0
RECURSION PHARMACEUTICALS IN CL A 75629V104 7,954,400 1,630,000 SH SOLE 1,630,000 0 0
RIO TINTO PLC SPONSORED ADR 767204100 1,395,121 21,135 SH SOLE 21,135 0 0
ROCKWELL AUTOMATION INC COM 773903109 1,362,817 3,899 SH SOLE 3,899 0 0
ROLLINS INC COM 775711104 3,546,721 60,380 SH SOLE 60,380 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 882,000 25,000 SH SOLE 25,000 0 0
RTX CORPORATION COM 75513E101 1,097,350 6,558 SH SOLE 6,558 0 0
SALESFORCE INC COM 79466L302 58,252,704 245,792 SH SOLE 218,424 0 27,368
SCHLUMBERGER LTD COM STK 806857108 34,265,103 996,948 SH SOLE 996,948 0 0
SCHWAB CHARLES CORP COM 808513105 1,726,479 18,084 SH SOLE 4,809 0 13,275
SEA LTD SPONSORD ADS 81141R100 8,050,049 44,853 SH SOLE 32,547 0 12,306
SERVICENOW INC COM 81762P102 340,504 370 SH SOLE 370 0 0
SMURFIT WESTROCK PLC SHS G8267P108 2,803,192 65,849 SH SOLE 54,279 0 11,570
SNOWFLAKE INC COM SHS 833445109 3,642,633 16,150 SH SOLE 16,150 0 0
SOPHIA GENETICS SA ORDINARY SHARES H82027105 1,214,752 255,200 SH SOLE 255,200 0 0
SPDR GOLD TR GOLD SHS 78463V107 14,341,309 40,482 SH SOLE 40,482 0 0
SPDR SERIES TRUST S&P DIVID ETF 78464A763 307,130 2,193 SH SOLE 2,193 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 18,652,374 27,999 SH SOLE 27,999 0 0
S&P GLOBAL INC COM 78409V104 36,249,674 74,479 SH SOLE 74,479 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,546,070 2,215 SH SOLE 0 0 2,215
SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 85207K107 179,749 11,449 SH SOLE 11,449 0 0
STARBUCKS CORP COM 855244109 1,163,603 13,801 SH SOLE 3,301 0 10,500
STRYKER CORPORATION COM 863667101 53,638,008 145,097 SH SOLE 133,692 0 11,405
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 125,960,536 451,699 SH SOLE 410,917 0 40,782
TARGET CORP COM 87612E106 362,298 4,039 SH SOLE 4,039 0 0
TESLA INC COM 88160R101 3,468,816 7,800 SH SOLE 800 0 7,000
TEXAS INSTRS INC COM 882508104 22,356,266 121,680 SH SOLE 121,680 0 0
THE CIGNA GROUP COM 125523100 3,334,188 11,567 SH SOLE 7,134 0 4,433
THERMO FISHER SCIENTIFIC INC COM 883556102 17,554,814 36,194 SH SOLE 34,336 0 1,858
TJX COS INC NEW COM 872540109 3,182,193 22,016 SH SOLE 22,016 0 0
TRADEWEB MKTS INC CL A 892672106 218,631 1,970 SH SOLE 1,970 0 0
UBER TECHNOLOGIES INC COM 90353T100 32,119,954 327,855 SH SOLE 291,628 0 36,227
UBS GROUP AG SHS H42097107 3,518,631 86,115 SH SOLE 59,315 0 26,800
UNION PAC CORP COM 907818108 1,017,100 4,303 SH SOLE 4,303 0 0
UNITEDHEALTH GROUP INC COM 91324P102 84,850,569 245,730 SH SOLE 233,749 0 11,981
US BANCORP DEL COM NEW 902973304 1,938,613 40,112 SH SOLE 0 0 40,112
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1,189,920 16,000 SH SOLE 16,000 0 0
VERISIGN INC COM 92343E102 448,430 1,604 SH SOLE 1,604 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,717,127 39,070 SH SOLE 0 0 39,070
VERTEX INC CL A 92538J106 1,200,456 48,425 SH SOLE 48,425 0 0
VISA INC COM CL A 92826C839 198,840,878 582,462 SH SOLE 553,668 0 28,794
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 190,472 16,420 SH SOLE 16,420 0 0
WALMART INC COM 931142103 207,357 2,012 SH SOLE 2,012 0 0
WASTE MGMT INC DEL COM 94106L109 24,247,796 109,803 SH SOLE 109,803 0 0
WELLS FARGO CO NEW COM 949746101 67,773,918 808,565 SH SOLE 745,672 0 62,893
WORKDAY INC CL A 98138H101 5,703,616 23,693 SH SOLE 12,081 0 11,612
WYNDHAM HOTELS & RESORTS INC COM 98311A105 389,433 4,874 SH SOLE 4,874 0 0
WYNN RESORTS LTD COM 983134107 484,348 3,776 SH SOLE 3,776 0 0
YUM CHINA HLDGS INC COM 98850P109 1,770,859 41,400 SH SOLE 41,400 0 0
ZOETIS INC CL A 98978V103 58,324,615 398,610 SH SOLE 398,610 0 0