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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 5,527,763 27,978 SH OTR 1 0 0 27,978
EATON CORP PLC SHS G29183103 528,580 1,495 SH OTR 1 0 0 1,495
APTIV PLC COM SHS G3265R107 80,011 1,183 SH OTR 1 0 0 1,183
JOHNSON CONTROLS INTERNATION SHS G51502105 241,016 1,881 SH OTR 1 0 0 1,881
LINDE PLC SHS G54950103 549,798 1,109 SH OTR 1 0 0 1,109
MEDTRONIC PLC SHS G5960L103 149,211 1,722 SH OTR 1 0 0 1,722
NU HLDGS LTD ORD SHS CL A G6683N103 1,470,008 102,297 SH OTR 1 0 0 102,297
NVENT ELEC PLC SHS G6700G107 102,095 890 SH OTR 1 0 0 890
PAGSEGURO DIGITAL LTD COM CL A G68707101 535,934 55,194 SH OTR 1 0 0 55,194
TRANE TECHNOLOGIES PLC SHS G8994E103 362,147 869 SH OTR 1 0 0 869
XP INC CL A G98239109 580,434 30,485 SH OTR 1 0 0 30,485
GARMIN LTD SHS H2906T109 1,760,766 7,791 SH OTR 1 0 0 7,791
CHECK POINT SOFTWARE TECH LT ORD M22465104 386,464 2,737 SH OTR 1 0 0 2,737
AT&T INC COM 00206R102 226,760 7,822 SH OTR 1 0 0 7,822
ABBOTT LABORATORIES COM 002824100 108,933 1,061 SH OTR 1 0 0 1,061
ABBVIE INC COM 00287Y109 393,222 1,808 SH OTR 1 0 0 1,808
ADOBE INC COM 00724F101 6,488,130 26,901 SH OTR 1 0 0 26,901
ADVANCED MICRO DEVICES INC COM 007903107 290,295 1,427 SH OTR 1 0 0 1,427
ALPHABET INC CAP STK CL C 02079K107 416,521 1,452 SH OTR 1 0 0 1,452
ALPHABET INC CAP STK CL A 02079K305 11,054,026 40,075 SH OTR 1 0 0 40,075
AMAZON COM INC COM 023135106 1,589,725 7,633 SH OTR 1 0 0 7,633
AMERICAN EXPRESS CO COM 025816109 326,073 1,078 SH OTR 1 0 0 1,078
AMERICAN TOWER CORP COM 03027X100 239,368 1,387 SH OTR 1 0 0 1,387
AMGEN INC COM 031162100 217,443 618 SH OTR 1 0 0 618
AMPHENOL CORP CL A 032095101 278,728 2,206 SH OTR 1 0 0 2,206
ANALOG DEVICES INC COM 032654105 207,109 651 SH OTR 1 0 0 651
APPLE INC COM 037833100 2,794,482 11,011 SH OTR 1 0 0 11,011
APPLIED MATLS INC COM 038222105 308,636 903 SH OTR 1 0 0 903
ARISTA NETWORKS INC COM SHS 040413205 5,693,369 48,933 SH OTR 1 0 0 48,933
AUTOMATIC DATA PROCESSING IN COM 053015103 7,300,249 35,544 SH OTR 1 0 0 35,544
AVALONBAY CMNTYS INC COM 053484101 791,594 4,846 SH OTR 1 0 0 4,846
BAKER HUGHES COMPANY CL A 05722G100 145,971 2,391 SH OTR 1 0 0 2,391
BANK AMERICA CORP COM 060505104 306,053 6,278 SH OTR 1 0 0 6,278
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 382,881 799 SH OTR 1 0 0 799
BLACKROCK INC COM 09290D101 239,466 249 SH OTR 1 0 0 249
BOOKING HOLDINGS INC COM 09857L108 214,726 51 SH OTR 1 0 0 51
BOSTON SCIENTIFIC CORP COM 101137107 112,134 1,787 SH OTR 1 0 0 1,787
BROADCOM INC COM 11135F101 1,087,309 3,513 SH OTR 1 0 0 3,513
CBOE GLOBAL MKTS INC COM 12503M108 3,265,646 11,568 SH OTR 1 0 0 11,568
CBRE GROUP INC CL A 12504L109 118,934 878 SH OTR 1 0 0 878
CME GROUP INC COM 12572Q105 10,498,325 35,279 SH OTR 1 0 0 35,279
CAPITAL ONE FINL CORP COM 14040H105 325,820 1,786 SH OTR 1 0 0 1,786
CATERPILLAR INC COM 149123101 529,220 747 SH OTR 1 0 0 747
CELESTICA INC COM 15101Q207 495,759 1,927 SH OTR 1 0 0 1,927
CHEVRON CORPORATION COM 166764100 1,238,710 5,987 SH OTR 1 0 0 5,987
CHIPOTLE MEXICAN GRILL INC COM 169656105 2,944,932 94,510 SH OTR 1 0 0 94,510
CISCO SYS INC COM 17275R102 787,789 10,204 SH OTR 1 0 0 10,204
CIRRUS LOGIC INC COM 172755100 681,414 4,926 SH OTR 1 0 0 4,926
CINTAS CORP COM 172908105 4,915,258 29,143 SH OTR 1 0 0 29,143
CITIGROUP INC COM NEW 172967424 263,225 2,321 SH OTR 1 0 0 2,321
COCA COLA CO COM 191216100 279,712 3,678 SH OTR 1 0 0 3,678
COMCAST CORP NEW CL A 20030N101 191,094 6,656 SH OTR 1 0 0 6,656
CONOCOPHILLIPS COM 20825C104 219,516 1,663 SH OTR 1 0 0 1,663
COSTCO WHOLESALE CORPORATION COM 22160K105 359,711 361 SH OTR 1 0 0 361
COSTAR GROUP INC COM 22160N109 51,595 1,279 SH OTR 1 0 0 1,279
CROWDSTRIKE HLDGS INC CL A 22788C105 207,308 531 SH OTR 1 0 0 531
CROWN CASTLE INC COM 22822V101 130,421 1,604 SH OTR 1 0 0 1,604
DANAHER CORP DEL COM 235851102 236,052 1,245 SH OTR 1 0 0 1,245
DECKERS OUTDOOR CORP COM 243537107 1,504,895 15,846 SH OTR 1 0 0 15,846
DEERE & CO COM 244199105 323,898 575 SH OTR 1 0 0 575
DEVON ENERGY CORP NEW COM 25179M103 36,432 724 SH OTR 1 0 0 724
DIAMONDBACK ENERGY INC COM 25278X109 45,689 231 SH OTR 1 0 0 231
DIGITAL RLTY TR INC COM 253868103 179,309 995 SH OTR 1 0 0 995
DISNEY WALT CO COM 254687106 275,647 2,860 SH OTR 1 0 0 2,860
EOG RES INC COM 26875P101 103,368 715 SH OTR 1 0 0 715
EQT CORP COM 26884L109 50,085 787 SH OTR 1 0 0 787
EMBRAER S.A. SPONSORED ADS 29082A107 1,598,602 28,757 SH OTR 1 0 0 28,757
EMCOR GROUP INC COM 29084Q100 389,111 555 SH OTR 1 0 0 555
EQUINIX INC COM 29444U700 268,586 274 SH OTR 1 0 0 274
EQUITY RESIDENTIAL SH BEN INT 29476L107 143,557 2,427 SH OTR 1 0 0 2,427
EXLSERVICE HLDGS INC COM 302081104 502,529 16,444 SH OTR 1 0 0 16,444
EXTRA SPACE STORAGE INC COM 30225T102 90,611 691 SH OTR 1 0 0 691
EXXON MOBIL CORP COM 30231G102 1,726,799 10,178 SH OTR 1 0 0 10,178
META PLATFORMS INC CL A 30303M102 933,716 1,632 SH OTR 1 0 0 1,632
FACTSET RESH SYS INC COM 303075105 707,948 3,461 SH OTR 1 0 0 3,461
F5 INC COM 315616102 1,203,119 4,301 SH OTR 1 0 0 4,301
FORTINET INC COM 34959E109 1,721,077 21,772 SH OTR 1 0 0 21,772
GE VERNOVA INC COM 36828A101 289,803 332 SH OTR 1 0 0 332
GE AEROSPACE COM NEW 369604301 168,559 594 SH OTR 1 0 0 594
GILEAD SCIENCES INC COM 375558103 213,654 1,533 SH OTR 1 0 0 1,533
GOLD FIELDS LTD SPONSORED ADR 38059T106 26,105 575 SH OTR 1 0 0 575
GOLDMAN SACHS GROUP INC COM 38141G104 353,624 418 SH OTR 1 0 0 418
GRACO INC COM 384109104 1,062,188 12,548 SH OTR 1 0 0 12,548
WW GRAINGER INC COM 384802104 4,414,951 4,176 SH OTR 1 0 0 4,176
HALLIBURTON CO COM 406216101 97,865 2,510 SH OTR 1 0 0 2,510
HILTON WORLDWIDE HLDGS INC COM 43300A203 531,532 1,748 SH OTR 1 0 0 1,748
HOME DEPOT INC COM 437076102 377,237 1,147 SH OTR 1 0 0 1,147
HUBBELL INC COM 443510607 110,579 231 SH OTR 1 0 0 231
IDEXX LABS INC COM 45168D104 3,699,078 6,640 SH OTR 1 0 0 6,640
INFOSYS LTD SPONSORED ADR 456788108 6,506,254 491,038 SH OTR 1 0 0 491,038
INTEL CORP COM 458140100 197,967 4,486 SH OTR 1 0 0 4,486
INTERNATIONAL BUSINESS MACHS COM 459200101 262,751 1,084 SH OTR 1 0 0 1,084
INTUITIVE SURGICAL INC COM NEW 46120E602 167,339 363 SH OTR 1 0 0 363
INTUIT COM 461202103 213,596 494 SH OTR 1 0 0 494
IRON MTN INC DEL COM 46284V101 92,437 905 SH OTR 1 0 0 905
JPMORGAN CHASE & CO COM 46625H100 565,376 1,922 SH OTR 1 0 0 1,922
JOHNSON & JOHNSON COM 478160104 360,060 1,473 SH OTR 1 0 0 1,473
KLA CORP COM NEW 482480100 303,316 206 SH OTR 1 0 0 206
KINDER MORGAN INC DEL COM 49456B101 135,327 4,036 SH OTR 1 0 0 4,036
LAM RESEARCH CORP COM NEW 512807306 9,421,191 47,009 SH OTR 1 0 0 47,009
ELI LILLY & CO COM 532457108 923,666 1,018 SH OTR 1 0 0 1,018
LOWES COS INC COM 548661107 223,993 948 SH OTR 1 0 0 948
LULULEMON ATHLETICA INC COM 550021109 821,460 5,633 SH OTR 1 0 0 5,633
MARATHON PETE CORP COM 56585A102 115,253 472 SH OTR 1 0 0 472
MASTERCARD INCORPORATED CL A 57636Q104 478,674 958 SH OTR 1 0 0 958
MCDONALDS CORP COM 580135101 211,337 680 SH OTR 1 0 0 680
MEDPACE HLDGS INC COM 58506Q109 5,376,304 11,680 SH OTR 1 0 0 11,680
MERCK & CO INC COM 58933Y105 284,726 2,367 SH OTR 1 0 0 2,367
MICROSOFT CORP COM 594918104 10,031,355 27,779 SH OTR 1 0 0 27,779
MICRON TECHNOLOGY INC COM 595112103 333,448 987 SH OTR 1 0 0 987
MODINE MFG CO COM 607828100 345,930 1,711 SH OTR 1 0 0 1,711
MONOLITHIC PWR SYS INC COM 609839105 3,993,323 3,984 SH OTR 1 0 0 3,984
MORGAN STANLEY COM NEW 617446448 354,319 2,153 SH OTR 1 0 0 2,153
NETFLIX INC. COM 64110L106 12,294,396 132,111 SH OTR 1 0 0 132,111
NEWMONT CORP COM 651639106 414,814 3,832 SH OTR 1 0 0 3,832
NEXTERA ENERGY INC COM 65339F101 273,160 2,941 SH OTR 1 0 0 2,941
NVIDIA CORPORATION COM 67066G104 11,855,358 70,733 SH OTR 1 0 0 70,733
OCCIDENTAL PETE CORP COM 674599105 59,150 910 SH OTR 1 0 0 910
ONEOK INC NEW COM 682680103 107,745 1,192 SH OTR 1 0 0 1,192
ORACLE CORP COM 68389X105 236,259 1,606 SH OTR 1 0 0 1,606
PALANTIR TECHNOLOGIES INC CL A 69608A108 300,752 2,056 SH OTR 1 0 0 2,056
PALO ALTO NETWORKS INC COM 697435105 244,969 1,528 SH OTR 1 0 0 1,528
PARKER-HANNIFIN CORP COM 701094104 341,982 382 SH OTR 1 0 0 382
PAYLOCITY HLDG CORP COM 70438V106 194,774 1,793 SH OTR 1 0 0 1,793
PEPSICO INC COM 713448108 199,858 1,287 SH OTR 1 0 0 1,287
PFIZER INC COM 717081103 278,160 9,906 SH OTR 1 0 0 9,906
PHILIP MORRIS INTL INC COM 718172109 263,883 1,596 SH OTR 1 0 0 1,596
PHILLIPS 66 COM 718546104 134,995 741 SH OTR 1 0 0 741
PRICE T ROWE GROUP INC COM 74144T108 448,356 4,974 SH OTR 1 0 0 4,974
PROCTER & GAMBLE CO COM 742718109 357,489 2,475 SH OTR 1 0 0 2,475
PROLOGIS INC. COM 74340W103 757,524 5,731 SH OTR 1 0 0 5,731
PUBLIC STORAGE OPER CO COM 74460D109 140,316 518 SH OTR 1 0 0 518
QUALCOMM INC COM 747525103 134,704 1,046 SH OTR 1 0 0 1,046
QUANTA SVCS INC COM 74762E102 145,584 270 SH OTR 1 0 0 270
RTX CORPORATION COM 75513E101 679,587 3,523 SH OTR 1 0 0 3,523
REALTY INCOME CORP COM 756109104 195,654 3,198 SH OTR 1 0 0 3,198
S&P GLOBAL INC COM 78409V104 170,987 402 SH OTR 1 0 0 402
SBA COMMUNICATIONS CORP CL A 78410G104 70,565 410 SH OTR 1 0 0 410
SALESFORCE INC COM 79466L302 240,618 1,289 SH OTR 1 0 0 1,289
SLB LIMITED COM STK 806857108 153,913 2,995 SH OTR 1 0 0 2,995
SCHWAB CHARLES CORP COM 808513105 162,209 1,726 SH OTR 1 0 0 1,726
SERVICENOW INC COM 81762P102 278,208 2,661 SH OTR 1 0 0 2,661
SIMON PPTY GROUP INC NEW COM 828806109 224,209 1,202 SH OTR 1 0 0 1,202
STRYKER CORPORATION COM 863667101 264,515 805 SH OTR 1 0 0 805
TJX COS INC NEW COM 872540109 244,501 1,531 SH OTR 1 0 0 1,531
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 2,401,919 7,589 SH OTR 1 0 0 7,589
TARGA RES CORP COM 87612G101 94,525 377 SH OTR 1 0 0 377
TERADYNE INC COM 880770102 2,157,188 7,806 SH OTR 1 0 0 7,806
TESLA INC COM 88160R101 855,025 2,300 SH OTR 1 0 0 2,300
TEXAS INSTRS INC COM 882508104 159,583 822 SH OTR 1 0 0 822
THERMO FISHER SCIENTIFIC INC COM 883556102 232,494 473 SH OTR 1 0 0 473
TOAST INC CL A 888787108 1,574,206 60,407 SH OTR 1 0 0 60,407
UBER TECHNOLOGIES INC COM 90353T100 186,227 2,589 SH OTR 1 0 0 2,589
UNION PAC CORP COM 907818108 270,764 1,116 SH OTR 1 0 0 1,116
UNITEDHEALTH GROUP INC COM 91324P102 235,413 870 SH OTR 1 0 0 870
VALERO ENERGY CORP COM 91913Y100 128,235 519 SH OTR 1 0 0 519
VENTAS INC COM 92276F100 114,083 1,395 SH OTR 1 0 0 1,395
VERIZON COMMUNICATIONS INC COM 92343V104 411,690 8,201 SH OTR 1 0 0 8,201
VERTEX PHARMACEUTICALS INC COM 92532F100 9,539,508 21,523 SH OTR 1 0 0 21,523
VICI PPTYS INC COM 925652109 127,721 4,675 SH OTR 1 0 0 4,675
VISA INC COM CL A 92826C839 10,250,868 34,207 SH OTR 1 0 0 34,207
WALMART INC COM 931142103 382,285 3,076 SH OTR 1 0 0 3,076
WELLS FARGO & CO COM 949746101 230,153 2,891 SH OTR 1 0 0 2,891
WELLTOWER INC COM 95040Q104 651,850 3,297 SH OTR 1 0 0 3,297
WEYERHAEUSER CO COM NEW 962166104 66,254 2,712 SH OTR 1 0 0 2,712
WILLIAMS COS INC COM 969457100 142,430 1,957 SH OTR 1 0 0 1,957
WILLIAMS SONOMA INC COM 969904101 2,119,251 11,984 SH OTR 1 0 0 11,984