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
AGILENT TECHNOLOGIES INC COM 00846U101 193,994 1,702 SH SOLE 1,702 0 0
APPLE INC COM 037833100 35,798,857 141,057 SH SOLE 141,057 0 0
ABBVIE INC COM 00287Y109 1,730,351 7,956 SH SOLE 7,956 0 0
AIRBNB INC COM CL A 009066101 599,073 4,744 SH SOLE 4,744 0 0
ABBOTT LABORATORIES COM 002824100 879,369 8,565 SH SOLE 8,565 0 0
ARCH CAP GROUP LTD ORD G0450A105 561,254 5,847 SH SOLE 5,847 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 4,943,568 24,931 SH SOLE 24,931 0 0
ADOBE INC COM 00724F101 5,648,694 23,238 SH SOLE 23,238 0 0
ANALOG DEVICES INC COM 032654105 2,493,264 7,837 SH SOLE 7,837 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 178,189 877 SH SOLE 877 0 0
AUTODESK INC COM 052769106 617,652 2,580 SH SOLE 2,580 0 0
AFLAC INC COM 001055102 1,313,119 11,969 SH SOLE 11,969 0 0
GALLAGHER ARTHUR J & CO COM 363576109 205,968 951 SH SOLE 951 0 0
ALLSTATE CORP COM 020002101 6,634,880 32,000 SH SOLE 32,000 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 408,625 1,235 SH SOLE 1,235 0 0
APPLIED MATLS INC COM 038222105 6,835,800 20,000 SH SOLE 20,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 5,236,899 25,743 SH SOLE 25,743 0 0
AMGEN INC COM 031162100 799,404 2,272 SH SOLE 2,272 0 0
AMERIPRISE FINL INC COM 03076C106 96,880 218 SH SOLE 218 0 0
AMERICAN TOWER CORP COM 03027X100 2,362,793 13,691 SH SOLE 13,691 0 0
AMAZON COM INC COM 023135106 19,720,670 94,688 SH SOLE 94,688 0 0
AON PLC SHS CL A G0403H108 370,875 1,149 SH SOLE 1,149 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 434,650 3,901 SH SOLE 3,901 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 786,010 108,715 SH SOLE 108,715 0 0
AUNA S A CLASS A L0415A103 112,410 20,401 SH SOLE 20,401 0 0
AVALONBAY CMNTYS INC COM 053484101 2,441,103 14,944 SH SOLE 14,944 0 0
BROADCOM INC COM 11135F101 17,976,032 58,079 SH SOLE 58,079 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 2,584,758 18,993 SH SOLE 18,993 0 0
AXON ENTERPRISE INC COM 05464C101 2,676,397 6,302 SH SOLE 6,302 0 0
AMERICAN EXPRESS CO COM 025816109 972,776 3,216 SH SOLE 3,216 0 0
BANK AMERICA CORP COM 060505104 11,394,825 233,740 SH SOLE 233,740 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 1,204,500 330,000 SH SOLE 330,000 0 0
BECTON DICKINSON & CO COM 075887109 5,503,050 35,000 SH SOLE 35,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 775,841 6,540 SH SOLE 6,540 0 0
BLACKROCK INC COM 09290D101 351,025 365 SH SOLE 365 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 904,353 14,911 SH SOLE 14,911 0 0
BROWN & BROWN INC COM 115236101 365,437 5,604 SH SOLE 5,604 0 0
CHUBB LTD SWITZ COM H1467J104 1,053,732 3,233 SH SOLE 3,233 0 0
CBOE GLOBAL MKTS INC COM 12503M108 350,776 1,248 SH SOLE 1,248 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 283,254 3,124 SH SOLE 3,124 0 0
CROWN CASTLE INC COM 22822V101 2,841,785 34,950 SH SOLE 34,950 0 0
CINCINNATI FINL CORP COM 172062101 357,972 2,275 SH SOLE 2,275 0 0
CLOROX CO DEL COM 189054109 2,072,600 20,000 SH SOLE 20,000 0 0
CME GROUP INC COM 12572Q105 940,100 3,183 SH SOLE 3,183 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 4,088,510 127,726 SH SOLE 127,726 0 0
CAPITAL ONE FINL CORP COM 14040H105 7,297,200 40,000 SH SOLE 40,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 23,747 136 SH SOLE 136 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 4,982,150 5,000 SH SOLE 5,000 0 0
COPART INC COM 217204106 283,329 8,534 SH SOLE 8,534 0 0
SALESFORCE INC COM 79466L302 9,917,591 53,129 SH SOLE 53,129 0 0
CISCO SYS INC COM 17275R102 2,613,387 33,682 SH SOLE 33,682 0 0
CINTAS CORP COM 172908105 428,094 2,531 SH SOLE 2,531 0 0
DARLING INGREDIENTS INC COM 237266101 927,750 15,000 SH SOLE 15,000 0 0
DANAHER CORP DEL COM 235851102 11,781,555 62,139 SH SOLE 62,139 0 0
DIGITAL RLTY TR INC COM 253868103 5,717,343 31,726 SH SOLE 31,726 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 997,926 60,738 SH SOLE 60,738 0 0
ECOLAB INC COM 278865100 4,869,763 18,306 SH SOLE 18,306 0 0
EQUIFAX INC COM 294429105 195,737 1,087 SH SOLE 1,087 0 0
EDISON INTL COM 281020107 2,998,697 40,977 SH SOLE 40,977 0 0
EMERSON ELEC CO COM 291011104 9,171,400 70,000 SH SOLE 70,000 0 0
EQUINIX INC COM 29444U700 7,158,693 7,303 SH SOLE 7,303 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 228,379 3,861 SH SOLE 3,861 0 0
F5 INC COM 315616102 580,686 2,007 SH SOLE 2,007 0 0
FISERV INC COM 337738108 75,609 1,355 SH SOLE 1,355 0 0
FIRST SOLAR INC COM 336433107 3,137,421 15,905 SH SOLE 15,905 0 0
FORTINET INC COM 34959E109 307,840 3,767 SH SOLE 3,767 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 213,996 2,517 SH SOLE 2,517 0 0
GE VERNOVA INC COM 36828A101 6,110,300 7,000 SH SOLE 7,000 0 0
GRACO INC COM 384109104 290,689 3,434 SH SOLE 3,434 0 0
GILEAD SCIENCES INC COM 375558103 112,751 809 SH SOLE 809 0 0
GLOBANT S A COM L44385109 3,181,590 69,000 SH SOLE 69,000 0 0
ALPHABET INC CAP STK CL C 02079K107 9,457,488 32,969 SH SOLE 32,969 0 0
ALPHABET INC CAP STK CL A 02079K305 24,689,615 85,859 SH SOLE 85,859 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 1,171,200 320,000 SH SOLE 320,000 0 0
GARMIN LTD SHS H2906T109 815,748 3,516 SH SOLE 3,516 0 0
HOME DEPOT INC COM 437076102 986,670 3,000 SH SOLE 3,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 2,683,308 107,850 SH SOLE 107,850 0 0
HEICO CORP NEW COM 422806109 2,742,000 10,000 SH SOLE 10,000 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 350,517 2,592 SH SOLE 2,592 0 0
HUBSPOT INC COM 443573100 20,261 83 SH SOLE 83 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 3,673,663 15,156 SH SOLE 15,156 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 799,140 5,081 SH SOLE 5,081 0 0
IDEXX LABS INC COM 45168D104 415,799 740 SH SOLE 740 0 0
IDEX CORP COM 45167R104 510,648 2,694 SH SOLE 2,694 0 0
ILLUMINA INC COM 452327109 4,930,400 40,000 SH SOLE 40,000 0 0
INTUIT COM 461202103 5,912,797 13,675 SH SOLE 13,675 0 0
IQVIA HLDGS INC COM 46266C105 172,075 1,009 SH SOLE 1,009 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 778,613 1,689 SH SOLE 1,689 0 0
JOHNSON & JOHNSON COM 478160104 2,284,537 9,346 SH SOLE 9,346 0 0
JPMORGAN CHASE & CO COM 46625H100 7,246,338 24,634 SH SOLE 24,634 0 0
KKR & CO INC COM 48251W104 327,265 3,538 SH SOLE 3,538 0 0
KLA CORP COM NEW 482480100 1,322,225 898 SH SOLE 898 0 0
COCA COLA CO COM 191216100 6,844,500 90,000 SH SOLE 90,000 0 0
KROGER CO COM 501044101 1,085,400 15,000 SH SOLE 15,000 0 0
LINDE PLC SHS G54950103 10,906,720 22,000 SH SOLE 22,000 0 0
ELI LILLY & CO COM 532457108 18,890,237 20,538 SH SOLE 20,538 0 0
LULULEMON ATHLETICA INC COM 550021109 1,990,300 13,000 SH SOLE 13,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 6,075,866 12,160 SH SOLE 12,160 0 0
MCDONALDS CORP COM 580135101 9,062,326 29,159 SH SOLE 29,159 0 0
MOODYS CORP COM 615369105 1,942,622 4,453 SH SOLE 4,453 0 0
MONGODB INC CL A 60937P106 30,107 123 SH SOLE 123 0 0
MERCADOLIBRE INC COM 58733R102 639,738 370 SH SOLE 370 0 0
METLIFE INC COM 59156R108 307,915 4,354 SH SOLE 4,354 0 0
META PLATFORMS INC CL A 30303M102 11,442,600 20,000 SH SOLE 20,000 0 0
MARKEL GROUP INC COM 570535104 411,526 215 SH SOLE 215 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 1,678,050 45,000 SH SOLE 45,000 0 0
MONOLITHIC PWR SYS INC COM 609839105 396,887 363 SH SOLE 363 0 0
MERCK & CO INC COM 58933Y105 3,605,814 29,976 SH SOLE 29,976 0 0
MARSH & MCLENNAN COS INC COM 571748102 964,209 5,559 SH SOLE 5,559 0 0
MARVELL TECHNOLOGY INC COM 573874104 12,855,205 129,785 SH SOLE 129,785 0 0
MICROSOFT CORP COM 594918104 38,948,918 105,219 SH SOLE 105,219 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,291,061 2,975 SH SOLE 2,975 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 728,974 578 SH SOLE 578 0 0
MICRON TECHNOLOGY INC COM 595112103 7,432,480 22,000 SH SOLE 22,000 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 116,590 885 SH SOLE 885 0 0
NASDAQ INC COM 631103108 744,825 8,774 SH SOLE 8,774 0 0
NEXTERA ENERGY INC COM 65339F101 8,080,560 87,000 SH SOLE 87,000 0 0
NETFLIX INC. COM 64110L106 15,174,009 157,816 SH SOLE 157,816 0 0
NIKE INC CL B 654106103 1,056,400 20,000 SH SOLE 20,000 0 0
SERVICENOW INC COM 81762P102 4,099,615 39,212 SH SOLE 39,212 0 0
NVIDIA CORPORATION COM 67066G104 55,667,957 319,197 SH SOLE 319,197 0 0
OKTA INC CL A 679295105 69,187 879 SH SOLE 879 0 0
ORACLE CORP COM 68389X105 1,865,208 12,679 SH SOLE 12,679 0 0
PALO ALTO NETWORKS INC COM 697435105 124,729 778 SH SOLE 778 0 0
PAYCHEX INC COM 704326107 277,282 3,010 SH SOLE 3,010 0 0
PROGRESSIVE CORP COM 743315103 803,467 4,053 SH SOLE 4,053 0 0
PARKER-HANNIFIN CORP COM 701094104 5,371,440 6,000 SH SOLE 6,000 0 0
PINTEREST INC CL A 72352L106 42,714 2,329 SH SOLE 2,329 0 0
PROLOGIS INC. COM 74340W103 14,486,135 109,594 SH SOLE 109,594 0 0
PPG INDS INC COM 693506107 6,412,800 60,000 SH SOLE 60,000 0 0
PAYPAL HLDGS INC COM 70450Y103 302,951 6,698 SH SOLE 6,698 0 0
QUALCOMM INC COM 747525103 832,950 6,468 SH SOLE 6,468 0 0
REGENERON PHARMACEUTICALS COM 75886F107 458,949 594 SH SOLE 594 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 1,127,968 74,948 SH SOLE 74,948 0 0
ROCKWELL AUTOMATION INC COM 773903109 5,367,410 14,956 SH SOLE 14,956 0 0
ROLLINS INC COM 775711104 295,465 5,532 SH SOLE 5,532 0 0
ROPER TECHNOLOGIES INC COM 776696106 294,412 832 SH SOLE 832 0 0
ROSS STORES INC COM 778296103 6,517,314 30,085 SH SOLE 30,085 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 1,432,481 29,862 SH SOLE 29,862 0 0
SCHWAB CHARLES CORP COM 808513105 1,418,065 15,089 SH SOLE 15,089 0 0
SHERWIN WILLIAMS CO COM 824348106 1,415,229 4,415 SH SOLE 4,415 0 0
SNAP INC CL A 83304A106 17,444 3,792 SH SOLE 3,792 0 0
SNOWFLAKE INC COM SHS 833445109 72,394 480 SH SOLE 480 0 0
SYNOPSYS INC COM 871607107 5,074,944 12,800 SH SOLE 12,800 0 0
SIMON PPTY GROUP INC NEW COM 828806109 338,926 1,817 SH SOLE 1,817 0 0
S&P GLOBAL INC COM 78409V104 1,835,768 4,316 SH SOLE 4,316 0 0
SYSCO CORP COM 871829107 2,139,900 30,000 SH SOLE 30,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 10,322,130 21,000 SH SOLE 21,000 0 0
T-MOBILE US INC COM 872590104 3,295,161 15,689 SH SOLE 15,689 0 0
TRIMBLE INC COM 896239100 5,704,299 87,449 SH SOLE 87,449 0 0
PRICE T ROWE GROUP INC COM 74144T108 233,193 2,587 SH SOLE 2,587 0 0
TRANSUNION COM 89400J107 27,469 397 SH SOLE 397 0 0
TESLA INC COM 88160R101 12,730,207 34,244 SH SOLE 34,244 0 0
THE TRADE DESK INC COM CL A 88339J105 28,159 1,241 SH SOLE 1,241 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 89,665 454 SH SOLE 454 0 0
TRADEWEB MKTS INC CL A 892672106 63,890 543 SH SOLE 543 0 0
TEXAS INSTRS INC COM 882508104 1,784,341 9,191 SH SOLE 9,191 0 0
TYLER TECHNOLOGIES INC COM 902252105 86,965 254 SH SOLE 254 0 0
UDR INC COM 902653104 1,163,958 34,457 SH SOLE 34,457 0 0
ULTA BEAUTY INC COM 90384S303 5,174,829 9,900 SH SOLE 9,900 0 0
UNITEDHEALTH GROUP INC COM 91324P102 811,770 3,000 SH SOLE 3,000 0 0
VISA INC COM CL A 92826C839 7,743,087 25,619 SH SOLE 25,619 0 0
VEEVA SYS INC CL A COM 922475108 176,012 1,002 SH SOLE 1,002 0 0
VERALTO CORP COM SHS 92338C103 416,282 4,708 SH SOLE 4,708 0 0
VERISK ANALYTICS INC COM 92345Y106 299,616 1,579 SH SOLE 1,579 0 0
VERISIGN INC COM 92343E102 151,252 609 SH SOLE 609 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 614,886 1,377 SH SOLE 1,377 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 64,407 1,283 SH SOLE 1,283 0 0
WATERS CORP COM 941848103 1,690,313 5,676 SH SOLE 5,676 0 0
WORKDAY INC CL A 98138H101 3,754,429 28,898 SH SOLE 28,898 0 0
WELLS FARGO & CO COM 949746101 15,215,621 191,127 SH SOLE 191,127 0 0
BERKLEY W R CORP COM 084423102 280,299 4,229 SH SOLE 4,229 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 536,621 2,141 SH SOLE 2,141 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 360,468 1,240 SH SOLE 1,240 0 0
XYLEM INC COM 98419M100 3,110,824 26,032 SH SOLE 26,032 0 0
BLOCK INC CL A 852234103 61,444 1,021 SH SOLE 1,021 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 55,228 687 SH SOLE 687 0 0
ZOETIS INC CL A 98978V103 1,306,457 11,052 SH SOLE 11,052 0 0