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
ADOBE INC COM 00724F101 20,562,380 84,591 SH SOLE 84,591 0 0
ADVANCED MICRO DEVICES INC COM 007903107 5,496,475 27,019 SH SOLE 27,019 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 8,631,477 75,728 SH SOLE 75,728 0 0
AIRBNB INC COM CL A 009066101 8,967,395 71,012 SH SOLE 71,012 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 726,921 2,197 SH SOLE 2,197 0 0
ALPHABET INC CAP STK CL A 02079K305 10,049,934 34,949 SH SOLE 34,949 0 0
ALPHABET INC CAP STK CL C 02079K107 15,826,640 55,172 SH SOLE 55,172 0 0
AMAZON COM INC COM 023135106 23,668,219 113,642 SH SOLE 113,642 0 0
AMERICAN ELEC PWR CO INC COM 025537101 1,174,870 8,963 SH SOLE 8,963 0 0
AMGEN INC COM 031162100 3,143,076 8,933 SH SOLE 8,933 0 0
ANALOG DEVICES INC COM 032654105 2,573,753 8,090 SH SOLE 8,090 0 0
APPLE INC COM 037833100 22,366,766 88,131 SH SOLE 88,131 0 0
APPLIED MATLS INC COM 038222105 9,758,788 28,552 SH SOLE 28,552 0 0
APPLOVIN CORP COM CL A 03831W108 2,025,024 5,088 SH SOLE 5,088 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 350,062 2,314 SH SOLE 2,314 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 1,923,128 1,456 SH SOLE 1,456 0 0
ATLASSIAN CORPORATION CL A 049468101 191,783 2,810 SH SOLE 2,810 0 0
AUTODESK INC COM 052769106 841,012 3,513 SH SOLE 3,513 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,355,617 6,672 SH SOLE 6,672 0 0
AXON ENTERPRISE INC COM 05464C101 565,687 1,332 SH SOLE 1,332 0 0
BAKER HUGHES COMPANY CL A 05722G100 999,816 16,377 SH SOLE 16,377 0 0
BLACKSTONE INC COM 09260D107 2,081,319 18,100 SH SOLE 18,100 0 0
BOEING CO COM 097023105 5,477,704 27,522 SH SOLE 27,522 0 0
BOOKING HOLDINGS INC COM 09857L108 2,206,208 524 SH SOLE 524 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 7,675,197 126,549 SH SOLE 126,549 0 0
BROADCOM INC COM 11135F101 10,604,122 34,261 SH SOLE 34,261 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 8,879,532 54,650 SH SOLE 54,650 0 0
BROWN FORMAN CORP CL B 115637209 9,587,144 362,600 SH SOLE 362,600 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 1,271,255 4,575 SH SOLE 4,575 0 0
CAMECO CORP COM 13321L108 7,602,700 70,000 SH SOLE 70,000 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108 452,916 2,098 SH SOLE 2,098 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 4,033,260 126,000 SH SOLE 126,000 0 0
CINTAS CORP COM 172908105 1,120,891 6,627 SH SOLE 6,627 0 0
CISCO SYS INC COM 17275R102 5,078,964 65,459 SH SOLE 65,459 0 0
CLOROX CO DEL COM 189054109 9,616,864 92,800 SH SOLE 92,800 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 56,112,182 914,624 SH SOLE 914,624 0 0
COMCAST CORP NEW CL A 20030N101 1,707,326 59,468 SH SOLE 59,468 0 0
CONSTELLATION BRANDS INC CL A 21036P108 9,105,000 60,700 SH SOLE 60,700 0 0
CONSTELLATION ENERGY CORP COM 21037T109 1,675,221 5,999 SH SOLE 5,999 0 0
COPART INC COM 217204106 4,529,874 136,442 SH SOLE 136,442 0 0
COSTAR GROUP INC COM 22160N109 3,128,649 77,557 SH SOLE 77,557 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 7,329,739 7,356 SH SOLE 7,356 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,630,743 4,177 SH SOLE 4,177 0 0
CSX CORP COM 126408103 1,265,038 30,817 SH SOLE 30,817 0 0
DANAHER CORP DEL COM 235851102 9,157,680 48,300 SH SOLE 48,300 0 0
DATADOG INC CL A COM 23804L103 2,295,246 19,443 SH SOLE 19,443 0 0
DBX ETF TR XTRACK HRVST CSI 233051879 52,100,294 1,596,210 SH SOLE 1,596,210 0 0
DEXCOM INC COM 252131107 400,538 6,378 SH SOLE 6,378 0 0
DIAMONDBACK ENERGY INC COM 25278X109 924,470 4,674 SH SOLE 4,674 0 0
DISNEY WALT CO COM 254687106 4,035,720 41,873 SH SOLE 41,873 0 0
DOORDASH INC CL A 25809K105 1,020,119 6,794 SH SOLE 6,794 0 0
ELECTRONIC ARTS INC COM 285512109 845,449 4,147 SH SOLE 4,147 0 0
ENTEGRIS INC COM 29362U104 3,344,037 28,523 SH SOLE 28,523 0 0
EPAM SYS INC COM 29414B104 4,782,734 35,323 SH SOLE 35,323 0 0
EQUIFAX INC COM 294429105 4,027,266 22,365 SH SOLE 22,365 0 0
EXELON CORP COM 30161N101 830,938 16,951 SH SOLE 16,951 0 0
FAIR ISAAC CORP COM 303250104 1,341,898 1,257 SH SOLE 1,257 0 0
FASTENAL CO COM 311900104 882,992 19,030 SH SOLE 19,030 0 0
FORTINET INC COM 34959E109 9,296,631 113,762 SH SOLE 113,762 0 0
FREEPORT MCMORAN INC CL B 35671D857 19,152,287 325,830 SH SOLE 325,830 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 9,093,387 127,752 SH SOLE 127,752 0 0
GILEAD SCIENCES INC COM 375558103 2,867,259 20,573 SH SOLE 20,573 0 0
HENRY JACK & ASSOC INC COM 426281101 725,878 4,593 SH SOLE 4,593 0 0
HERSHEY CO COM 427866108 4,635,947 22,300 SH SOLE 22,300 0 0
HONEYWELL INTL INC COM 438516106 2,381,000 10,534 SH SOLE 10,534 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 6,579,108 17,318 SH SOLE 17,318 0 0
IDEX CORP COM 45167R104 5,447,857 28,741 SH SOLE 28,741 0 0
IDEXX LABS INC COM 45168D104 741,133 1,319 SH SOLE 1,319 0 0
INSMED INC COM PAR $.01 457669307 584,093 3,572 SH SOLE 3,572 0 0
INTEL CORP COM 458140100 3,653,037 82,779 SH SOLE 82,779 0 0
INTUIT COM 461202103 1,981,598 4,583 SH SOLE 4,583 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 2,712,926 5,885 SH SOLE 5,885 0 0
INVESCO EXCH TRADED FD TR II CHINA TECHNLGY 46138E800 2,574,366 55,928 SH SOLE 55,928 0 0
ISHARES INC MSCI JAPAN ETF 46434G822 6,992,540 82,850 SH SOLE 82,850 0 0
ISHARES TR GLB CNSM STP ETF 464288737 4,310,779 64,610 SH SOLE 64,610 0 0
ISHARES TR GLOB HLTHCRE ETF 464287325 1,185,683 12,675 SH SOLE 12,675 0 0
ISHARES TR GLOBAL ENERG ETF 464287341 907,830 15,750 SH SOLE 15,750 0 0
ISHARES TR ISHARES BIOTECH 464287556 654,631 3,877 SH SOLE 3,877 0 0
ISHARES TR LATN AMER 40 ETF 464287390 5,051,052 142,143 SH SOLE 142,143 0 0
ISHARES TR MSCI CHINA ETF 46429B671 5,605,697 99,781 SH SOLE 99,781 0 0
ISHARES TR MSCI INTL QUALTY 46434V456 4,225,221 91,455 SH SOLE 91,455 0 0
KENVUE INC COM 49177J102 9,801,974 568,560 SH SOLE 568,560 0 0
KEURIG DR PEPPER INC COM 49271V100 592,846 22,516 SH SOLE 22,516 0 0
KLA CORP COM NEW 482480100 3,198,075 2,172 SH SOLE 2,172 0 0
KRAFT HEINZ CO COM 500754106 441,186 19,617 SH SOLE 19,617 0 0
LAM RESEARCH CORP COM NEW 512807306 4,421,694 20,695 SH SOLE 20,695 0 0
LAUDER ESTEE COS INC CL A 518439104 8,430,248 117,462 SH SOLE 117,462 0 0
LPL FINL HLDGS INC COM 50212V100 4,957,077 16,478 SH SOLE 16,478 0 0
MARKETAXESS HLDGS INC COM 57060D108 8,131,699 49,289 SH SOLE 49,289 0 0
MARRIOTT INTL INC NEW CL A 571903202 1,436,164 4,391 SH SOLE 4,391 0 0
MARVELL TECHNOLOGY INC COM 573874104 1,429,985 14,437 SH SOLE 14,437 0 0
MASCO CORP COM 574599106 7,350,893 121,764 SH SOLE 121,764 0 0
MERCADOLIBRE INC COM 58733R102 1,452,377 840 SH SOLE 840 0 0
META PLATFORMS INC CL A 30303M102 10,129,562 17,705 SH SOLE 17,705 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 579,358 8,967 SH SOLE 8,967 0 0
MICRON TECHNOLOGY INC COM 595112103 6,301,392 18,652 SH SOLE 18,652 0 0
MICROSOFT CORP COM 594918104 24,976,480 67,473 SH SOLE 67,473 0 0
MONDELEZ INTL INC CL A 609207105 9,547,663 165,643 SH SOLE 165,643 0 0
MONOLITHIC PWR SYS INC COM 609839105 889,987 814 SH SOLE 814 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 1,174,722 16,212 SH SOLE 16,212 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 4,795,369 11,050 SH SOLE 11,050 0 0
NETFLIX INC. COM 64110L106 6,727,712 69,971 SH SOLE 69,971 0 0
NIKE INC CL B 654106103 8,212,454 155,480 SH SOLE 155,480 0 0
NORTHROP GRUMMAN CORP COM 666807102 5,157,734 7,560 SH SOLE 7,560 0 0
NVIDIA CORPORATION COM 67066G104 25,440,251 145,873 SH SOLE 145,873 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 674,912 3,454 SH SOLE 3,454 0 0
ORACLE CORP COM 68389X105 1,843,730 12,533 SH SOLE 12,533 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 1,282,647 13,895 SH SOLE 13,895 0 0
OTIS WORLDWIDE CORP COM 68902V107 8,794,828 114,100 SH SOLE 114,100 0 0
PACCAR INC COM 693718108 1,006,583 8,715 SH SOLE 8,715 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 5,554,983 37,975 SH SOLE 37,975 0 0
PALO ALTO NETWORKS INC COM 697435105 4,492,647 28,023 SH SOLE 28,023 0 0
PAYCHEX INC COM 704326107 547,930 5,948 SH SOLE 5,948 0 0
PAYPAL HLDGS INC COM 70450Y103 690,074 15,257 SH SOLE 15,257 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 1,131,030 11,069 SH SOLE 11,069 0 0
PEPSICO INC COM 713448108 8,719,223 56,148 SH SOLE 56,148 0 0
PROSHARES TR S&P 500 DV ARIST 74348A467 4,079,181 38,501 SH SOLE 38,501 0 0
QUALCOMM INC COM 747525103 2,277,088 17,682 SH SOLE 17,682 0 0
REGENERON PHARMACEUTICALS COM 75886F107 1,329,713 1,721 SH SOLE 1,721 0 0
ROPER TECHNOLOGIES INC COM 776696106 603,331 1,705 SH SOLE 1,705 0 0
ROSS STORES INC COM 778296103 1,161,137 5,360 SH SOLE 5,360 0 0
SALESFORCE INC COM 79466L302 9,799,242 52,495 SH SOLE 52,495 0 0
SCHWAB CHARLES CORP COM 808513105 4,424,578 47,080 SH SOLE 47,080 0 0
SERVICENOW INC COM 81762P102 4,642,020 44,400 SH SOLE 44,400 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 2,410,121 20,318 SH SOLE 20,318 0 0
SOUTHERN COPPER CORP COM 84265V105 8,831,668 51,329 SH SOLE 51,329 0 0
STARBUCKS CORP COM 855244109 1,691,549 18,881 SH SOLE 18,881 0 0
STRATEGY INC CL A NEW 594972408 649,584 5,205 SH SOLE 5,205 0 0
SYNOPSYS INC COM 871607107 1,258,428 3,174 SH SOLE 3,174 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 605,930 3,068 SH SOLE 3,068 0 0
TESLA INC COM 88160R101 11,138,002 29,961 SH SOLE 29,961 0 0
TEXAS INSTRS INC COM 882508104 2,919,866 15,040 SH SOLE 15,040 0 0
THE CAMPBELLS COMPANY COM 134429109 1,337,202 60,045 SH SOLE 60,045 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,318,846 10,821 SH SOLE 10,821 0 0
THOMSON REUTERS CORP COM 884903808 663,333 7,372 SH SOLE 7,372 0 0
T-MOBILE US INC COM 872590104 3,835,148 18,260 SH SOLE 18,260 0 0
TRANSUNION COM 89400J107 8,046,174 116,291 SH SOLE 116,291 0 0
TYLER TECHNOLOGIES INC COM 902252105 9,512,344 27,783 SH SOLE 27,783 0 0
UNITED PARCEL SVCS INC CL B 911312106 8,684,298 88,273 SH SOLE 88,273 0 0
US BANCORP COM NEW 902973304 4,484,666 86,227 SH SOLE 86,227 0 0
VANECK ETF TRUST AGRIBUSINESS ETF 92189F700 2,949,804 34,942 SH SOLE 34,942 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 2,666,110 29,060 SH SOLE 29,060 0 0
VEEVA SYS INC CL A COM 922475108 2,008,848 11,436 SH SOLE 11,436 0 0
VERISK ANALYTICS INC COM 92345Y106 433,769 2,286 SH SOLE 2,286 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,879,487 4,209 SH SOLE 4,209 0 0
WALMART INC COM 931142103 10,065,810 80,993 SH SOLE 80,993 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 1,128,551 41,098 SH SOLE 41,098 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 4,791,736 19,118 SH SOLE 19,118 0 0
WESTERN DIGITAL CORP COM 958102105 1,519,613 5,618 SH SOLE 5,618 0 0
WORKDAY INC CL A 98138H101 7,799,357 60,032 SH SOLE 60,032 0 0
XCEL ENERGY INC COM 98389B100 821,330 10,339 SH SOLE 10,339 0 0
YUM CHINA HLDGS INC COM 98850P109 19,512 400 SH SOLE 400 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 8,499,390 93,999 SH SOLE 93,999 0 0
ZOETIS INC CL A 98978V103 6,862,091 58,050 SH SOLE 58,050 0 0
ZSCALER INC COM 98980G102 373,733 2,664 SH SOLE 2,664 0 0