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 273,427,364 1,173,508 SH SOLE 1,173,508 0 0
ABBVIE INC COM 00287Y109 9,874,000 50,000 SH SOLE 50,000 0 0
BARRICK GOLD CORP COM 067901108 108,642,507 5,456,156 SH SOLE 5,456,156 0 0
ADOBE INC COM 00724F101 156,076,496 301,434 SH SOLE 301,434 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 12,295,710 121,800 SH SOLE 121,800 0 0
APPLIED MATLS INC COM 038222105 70,270,565 347,788 SH SOLE 347,788 0 0
ADVANCED MICRO DEVICES INC COM 007903107 101,802,615 620,445 SH SOLE 620,445 0 0
AMGEN INC COM 031162100 13,403,936 41,600 SH SOLE 41,600 0 0
AMAZON COM INC COM 023135106 161,677,423 867,694 SH SOLE 867,694 0 0
ARISTA NETWORKS INC COM 040413106 75,876,991 197,689 SH SOLE 197,689 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 101,537,100 710,000 SH SOLE 710,000 0 0
BROADCOM INC COM 11135F101 204,001,432 1,182,617 SH SOLE 1,182,617 0 0
BIOGEN INC COM 09062X103 131,439,027 678,080 SH SOLE 678,080 0 0
BAKER HUGHES COMPANY CL A 05722G100 27,037,886 747,936 SH SOLE 747,936 0 0
BANK MONTREAL QUE COM 063671101 1,644,123 18,200 SH SOLE 18,200 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 148,658,643 2,873,186 SH SOLE 2,873,186 0 0
BANK NOVA SCOTIA HALIFAX COM 064149107 1,636,403 30,000 SH SOLE 30,000 0 0
CITIGROUP INC COM NEW 172967424 87,640,000 1,400,000 SH SOLE 1,400,000 0 0
THE CIGNA GROUP COM 125523100 10,128,866 29,237 SH SOLE 29,237 0 0
CLOROX CO DEL COM 189054109 27,968,388 171,680 SH SOLE 171,680 0 0
CENCORA INC COM 03073E105 13,527,758 60,102 SH SOLE 60,102 0 0
THE CAMPBELLS COMPANY COM 134429109 11,592,278 236,964 SH SOLE 236,964 0 0
SALESFORCE INC COM 79466L302 55,056,766 201,150 SH SOLE 201,150 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 14,632,119 52,170 SH SOLE 52,170 0 0
CARLISLE COS INC COM 142339100 5,486,950 12,200 SH SOLE 12,200 0 0
DATADOG INC CL A COM 23804L103 95,750,285 832,177 SH SOLE 832,177 0 0
DOLLAR GEN CORP NEW COM 256677105 45,992,464 543,839 SH SOLE 543,839 0 0
DISNEY WALT CO COM 254687106 107,130,073 1,113,734 SH SOLE 1,113,734 0 0
DEXCOM INC COM 252131107 62,901,017 938,261 SH SOLE 938,261 0 0
LAUDER ESTEE COS INC CL A 518439104 89,374,477 896,524 SH SOLE 896,524 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 14,197,755 71,500 SH SOLE 71,500 0 0
GILEAD SCIENCES INC COM 375558103 16,038,592 191,300 SH SOLE 191,300 0 0
GENERAL MLS INC COM 370334104 14,460,642 195,811 SH SOLE 195,811 0 0
ALPHABET INC CAP STK CL A 02079K305 164,357,350 991,000 SH SOLE 991,000 0 0
GENUINE PARTS CO COM 372460105 29,891,520 214,000 SH SOLE 214,000 0 0
WW GRAINGER INC COM 384802104 25,933,891 24,965 SH SOLE 24,965 0 0
HERSHEY CO COM 427866108 5,753,400 30,000 SH SOLE 30,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 78,909,261 160,623 SH SOLE 160,623 0 0
JOHNSON & JOHNSON COM 478160104 14,342,310 88,500 SH SOLE 88,500 0 0
JPMORGAN CHASE & CO. COM 46625H100 112,531,132 533,677 SH SOLE 533,677 0 0
ELI LILLY & CO COM 532457108 126,624,746 142,927 SH SOLE 142,927 0 0
CHENIERE ENERGY INC COM NEW 16411R208 32,730,880 182,000 SH SOLE 182,000 0 0
LAM RESEARCH CORP COM NEW 512807306 64,112,876 78,562 SH SOLE 78,562 0 0
MASTERCARD INCORPORATED CL A 57636Q104 83,946,000 170,000 SH SOLE 170,000 0 0
MOODYS CORP COM 615369105 140,980,281 297,057 SH SOLE 297,057 0 0
MONGODB INC CL A 60937P106 51,018,559 188,713 SH SOLE 188,713 0 0
META PLATFORMS INC CL A 30303M102 106,381,104 185,838 SH SOLE 185,838 0 0
3M CO COM 88579Y101 888,550 6,500 SH SOLE 6,500 0 0
MERCK & CO INC COM 58933Y105 116,519,941 1,026,065 SH SOLE 1,026,065 0 0
MARVELL TECHNOLOGY INC COM 573874104 119,180,968 1,652,537 SH SOLE 1,652,537 0 0
MICROSOFT CORP COM 594918104 644,086,379 1,496,831 SH SOLE 1,496,831 0 0
MICRON TECHNOLOGY INC COM 595112103 186,516,004 1,798,438 SH SOLE 1,798,438 0 0
NEXTERA ENERGY INC COM 65339F101 100,452,070 1,188,360 SH SOLE 1,188,360 0 0
NEWMONT CORP COM 651639106 105,098,307 1,966,292 SH SOLE 1,966,292 0 0
NETFLIX INC COM 64110L106 63,834,300 90,000 SH SOLE 90,000 0 0
NIKE INC CL B 654106103 284,716,333 3,220,773 SH SOLE 3,220,773 0 0
SERVICENOW INC COM 81762P102 150,779,843 168,584 SH SOLE 168,584 0 0
NVIDIA CORPORATION COM 67066G104 635,326,232 5,231,606 SH SOLE 5,231,606 0 0
NXP SEMICONDUCTORS N V COM N6596X109 103,713,601 432,122 SH SOLE 432,122 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607 69,077,427 243,479 SH SOLE 243,479 0 0
PALO ALTO NETWORKS INC COM 697435105 152,224,048 445,360 SH SOLE 445,360 0 0
INSULET CORP COM 45784P101 59,441,789 255,389 SH SOLE 255,389 0 0
QUANTA SVCS INC COM 74762E102 42,811,060 143,589 SH SOLE 143,589 0 0
RESMED INC COM 761152107 48,176,837 197,349 SH SOLE 197,349 0 0
SLB LIMITED COM STK 806857108 105,988,185 2,526,536 SH SOLE 2,526,536 0 0
SNOWFLAKE INC COM SHS 833445109 47,344,717 412,195 SH SOLE 412,195 0 0
SYNOPSYS INC COM 871607107 46,671,434 92,165 SH SOLE 92,165 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 76,479,188 207,525 SH SOLE 207,525 0 0
TESLA INC COM 88160R101 113,773,991 434,866 SH SOLE 434,866 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 15,138,312 38,943 SH SOLE 38,943 0 0
UBER TECHNOLOGIES INC COM 90353T100 66,698,863 887,425 SH SOLE 887,425 0 0
UNITEDHEALTH GROUP INC COM 91324P102 45,686,310 78,139 SH SOLE 78,139 0 0
VISA INC COM CL A 92826C839 4,949,100 18,000 SH SOLE 18,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 21,091,880 212,000 SH SOLE 212,000 0 0
VISTRA CORP COM 92840M102 2,370,800 20,000 SH SOLE 20,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 3,862,260 86,000 SH SOLE 86,000 0 0
EXXON MOBIL CORP COM 30231G102 118,014,399 1,006,777 SH SOLE 1,006,777 0 0
ZOETIS INC CL A 98978V103 107,185,077 548,598 SH SOLE 548,598 0 0
ALIGN TECHNOLOGY INC COM 016255101 97,838,684 384,707 SH SOLE 384,707 0 0
AVANTOR INC COM 05352A100 1,899,892 73,440 SH SOLE 73,440 0 0
HESS CORP COM 42809H107 120,904,369 890,312 SH SOLE 890,312 0 0
PROPERTYGURU GROUP LTD ORD SHS G7258M108 11,898,000 1,800,000 SH SOLE 1,800,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 106,120,000 1,000,000 SH SOLE 1,000,000 0 0