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
ALCON AG ORD SHS H01301128 7,918,004 105,083 SH SOLE 105,083 0 0
ALPHABET INC CAP STK CL C 02079K107 21,544,620 75,105 SH SOLE 75,105 0 0
AMAZON COM INC COM 023135106 13,380,931 64,248 SH SOLE 64,248 0 0
APPLE INC COM 037833100 17,854,380 70,351 SH SOLE 70,351 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 17,132,486 12,971 SH SOLE 12,971 0 0
AUTOZONE INC COM 053332102 9,707,740 2,874 SH SOLE 2,874 0 0
BENTLEY SYS INC COM CL B 08265T208 421,440 12,000 SH SOLE 12,000 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 17,758,019 180,431 SH SOLE 180,431 0 0
BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT G16258108 750,303 23,000 SH SOLE 23,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 9,369,221 33,718 SH SOLE 33,718 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 8,945,259 113,672 SH SOLE 113,672 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107 6,249,671 453,532 SH SOLE 453,532 0 0
CHURCH & DWIGHT CO INC COM 171340102 5,720,516 61,300 SH SOLE 61,300 0 0
CME GROUP INC COM 12572Q105 6,751,701 22,860 SH SOLE 22,860 0 0
DISNEY WALT CO COM 254687106 10,282,493 106,687 SH SOLE 106,687 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 392,820 3,000 SH SOLE 3,000 0 0
DYNATRACE INC COM NEW 268150109 1,772,451 47,930 SH SOLE 47,930 0 0
EXPEDIA GROUP INC COM NEW 30212P303 3,089,077 13,379 SH SOLE 13,379 0 0
FRANCO NEV CORP COM 351858105 287,724 1,162 SH SOLE 1,162 0 0
HOME DEPOT INC COM 437076102 328,890 1,000 SH SOLE 1,000 0 0
HUBBELL INC COM 443510607 10,387,984 21,168 SH SOLE 21,168 0 0
ICF INTL INC COM 44925C103 6,913,493 105,889 SH SOLE 105,889 0 0
IDEXX LABS INC COM 45168D104 2,874,629 5,116 SH SOLE 5,116 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 12,755,723 81,102 SH SOLE 81,102 0 0
IQVIA HLDGS INC COM 46266C105 9,136,169 53,572 SH SOLE 53,572 0 0
JOHNSON & JOHNSON COM 478160104 513,324 2,100 SH SOLE 2,100 0 0
JPMORGAN CHASE & CO COM 46625H100 14,459,729 49,156 SH SOLE 49,156 0 0
KLA CORP COM NEW 482480100 7,061,678 4,796 SH SOLE 4,796 0 0
MARSH & MCLENNAN COS INC COM 571748102 11,913,587 68,686 SH SOLE 68,686 0 0
MASTERCARD INCORPORATED CL A 57636Q104 11,455,705 22,927 SH SOLE 22,927 0 0
MCKESSON CORP COM 58155Q103 15,046,014 17,387 SH SOLE 17,387 0 0
META PLATFORMS INC CL A 30303M102 9,374,350 16,385 SH SOLE 16,385 0 0
MICROSOFT CORP COM 594918104 13,939,122 37,656 SH SOLE 37,656 0 0
MOODYS CORP COM 615369105 9,472,733 21,714 SH SOLE 21,714 0 0
PLANET FITNESS MASTER ISSUER CL A 72703H101 4,326,090 58,162 SH SOLE 58,162 0 0
SUNCOR ENERGY INC NEW COM 867224107 13,559,173 205,000 SH SOLE 205,000 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 24,843,718 73,513 SH SOLE 73,513 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 14,646,687 24,209 SH SOLE 24,209 0 0
TELUS CORPORATION COM 87971M103 473,872 36,868 SH SOLE 36,868 0 0
TEXAS INSTRS INC COM 882508104 7,102,418 36,584 SH SOLE 36,584 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 8,756,929 93,763 SH SOLE 93,763 0 0
TOTALENERGIES SE ACT F92124100 9,330,379 99,812 SH SOLE 99,812 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 17,058,418 40,933 SH SOLE 40,933 0 0
TRANSDIGM GROUP INC COM 893641100 6,054,407 5,224 SH SOLE 5,224 0 0
VERALTO CORP COM SHS 92338C103 5,977,723 67,606 SH SOLE 67,606 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 5,562,160 110,800 SH SOLE 110,800 0 0
WELLTOWER INC COM 95040Q104 593,130 3,000 SH SOLE 3,000 0 0
ZOETIS INC CL A 98978V103 4,851,220 41,039 SH SOLE 41,039 0 0