The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| Alphabet Inc Class A | COM | 02079K305 | 17,890,454 | 57,158 | SH | SOLE | 47,851 | 0 | 9,307 | ||
| Amazon.com Inc. | COM | 023135106 | 13,431,415 | 58,190 | SH | SOLE | 47,262 | 0 | 10,928 | ||
| Ametek Inc. | COM | 031100100 | 8,095,167 | 39,429 | SH | SOLE | 32,994 | 0 | 6,435 | ||
| Amphenol Corp. | COM | 032095101 | 4,855,985 | 35,933 | SH | SOLE | 29,718 | 0 | 6,215 | ||
| AppLovin Corporation | COM | 03831W108 | 7,770,492 | 11,532 | SH | SOLE | 9,637 | 0 | 1,895 | ||
| Apple Inc. | COM | 037833100 | 29,812,983 | 109,663 | SH | SOLE | 88,808 | 0 | 20,855 | ||
| Booking Holdings Inc. | COM | 09857L108 | 5,275,000 | 985 | SH | SOLE | 815 | 0 | 170 | ||
| Broadcom Limited | COM | 11135F101 | 11,342,043 | 32,771 | SH | SOLE | 27,222 | 0 | 5,549 | ||
| CME Group Inc. | COM | 12572Q105 | 3,206,505 | 11,742 | SH | SOLE | 9,713 | 0 | 2,029 | ||
| Cadence Design Systems, Inc. | COM | 127387108 | 2,558,467 | 8,185 | SH | SOLE | 6,765 | 0 | 1,420 | ||
| Coca-Cola Company | COM | 191216100 | 3,368,263 | 48,180 | SH | SOLE | 40,529 | 0 | 7,651 | ||
| Costco Wholesale Corp | COM | 22160K105 | 3,005,254 | 3,485 | SH | SOLE | 2,865 | 0 | 620 | ||
| Darden Restaurants Inc | COM | 237194105 | 3,161,279 | 17,179 | SH | SOLE | 14,330 | 0 | 2,849 | ||
| Doximity Inc | COM | 26622P107 | 1,605,371 | 36,255 | SH | SOLE | 30,267 | 0 | 5,988 | ||
| Eli Lilly & Co. | COM | 532457108 | 7,965,528 | 7,412 | SH | SOLE | 6,110 | 0 | 1,302 | ||
| Fortinet, Inc | COM | 34959E109 | 3,581,549 | 45,102 | SH | SOLE | 37,466 | 0 | 7,636 | ||
| Home Depot Inc. | COM | 437076102 | 2,914,182 | 8,469 | SH | SOLE | 6,979 | 0 | 1,490 | ||
| Illinois Tool Works Inc. | COM | 452308109 | 1,424,599 | 5,784 | SH | SOLE | 4,692 | 0 | 1,092 | ||
| Intuit Inc. | COM | 461202103 | 3,436,634 | 5,188 | SH | SOLE | 4,230 | 0 | 958 | ||
| KLA Corporation | COM | 482480100 | 7,961,204 | 6,552 | SH | SOLE | 5,479 | 0 | 1,073 | ||
| Lockheed Martin Corp. | COM | 539830109 | 1,960,314 | 4,053 | SH | SOLE | 3,308 | 0 | 745 | ||
| Mastercard Inc. | COM | 57636Q104 | 6,534,292 | 11,446 | SH | SOLE | 9,457 | 0 | 1,989 | ||
| Meta Platforms, Inc. | COM | 30303M102 | 10,240,636 | 15,514 | SH | SOLE | 12,993 | 0 | 2,521 | ||
| Microsoft Corporation | COM | 594918104 | 23,912,590 | 49,445 | SH | SOLE | 47,214 | 0 | 2,231 | ||
| Morgan Stanley | COM | 617446448 | 2,705,024 | 15,237 | SH | SOLE | 12,323 | 0 | 2,914 | ||
| NVIDIA Corp | COM | 67066G104 | 32,893,005 | 176,370 | SH | SOLE | 147,139 | 0 | 29,231 | ||
| Netflix Inc | COM | 64110L106 | 4,313,710 | 46,008 | SH | SOLE | 38,040 | 0 | 7,968 | ||
| Oracle Corporation | COM | 68389X105 | 4,125,075 | 21,164 | SH | SOLE | 17,539 | 0 | 3,625 | ||
| S&P Global Inc. | COM | 78409V104 | 2,133,734 | 4,083 | SH | SOLE | 3,307 | 0 | 776 | ||
| TJX Companies Inc. | COM | 872540109 | 4,817,977 | 31,365 | SH | SOLE | 26,298 | 0 | 5,067 | ||
| Thermo Fisher Scientific, Inc. | COM | 883556102 | 2,686,909 | 4,637 | SH | SOLE | 3,861 | 0 | 776 | ||
| Veeva Systems Inc. | COM | 922475108 | 1,809,948 | 8,108 | SH | SOLE | 6,770 | 0 | 1,338 | ||
| Vertex Pharmaceuticals | COM | 92532F100 | 2,006,571 | 4,426 | SH | SOLE | 3,657 | 0 | 769 | ||
| Vulcan Materials Co | COM | 929160109 | 3,027,610 | 10,615 | SH | SOLE | 8,716 | 0 | 1,899 | ||