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
3M CO COM 88579Y101 1,124,141 6,943 SH SOLE 6,943 0 0
ALPHABET INC CAP STK CL A 02079K305 36,854,139 103,126 SH SOLE 103,126 0 0
APPLE INC COM 037833100 23,253,548 80,362 SH SOLE 80,362 0 0
BIOGEN INC COM 09062X103 1,606,838 7,437 SH SOLE 7,437 0 0
CF INDUSTRIES HOLD COM 125269100 108,260 1,000 SH SOLE 1,000 0 0
COLGATE PALMOLIVE CO COM 194162103 2,328,764 25,401 SH SOLE 25,401 0 0
CVS HEALTH CORP COM 126650100 965,188 9,330 SH SOLE 9,330 0 0
DUOLINGO INC CL A COM 26603R106 565,323 4,915 SH SOLE 4,915 0 0
EOG RES INC COM 26875P101 508,152 3,917 SH SOLE 3,917 0 0
GE VERNOVA INC COM 36828A101 4,159,004 3,540 SH SOLE 3,540 0 0
ILLINOIS TOOL WKS INC COM 452308109 1,021,836 3,778 SH SOLE 3,778 0 0
JPMORGAN CHASE & CO COM 46625H100 7,459,196 22,788 SH SOLE 22,788 0 0
MERCK & CO INC COM 58933Y105 7,548,989 58,747 SH SOLE 58,747 0 0
NEWMONT CORP COM 651639106 254,982 2,730 SH SOLE 2,730 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 4,753,602 40,744 SH SOLE 40,744 0 0
PUBLIC STORAGE COM 74460D109 682,457 2,144 SH SOLE 2,144 0 0
SEMPRA COM 816851109 1,027,598 11,084 SH SOLE 11,084 0 0
STOKE THERAPEUTICS INC COM 86150R107 1,084,635 33,149 SH SOLE 33,149 0 0
THE CIGNA GROUP COM 125523100 847,716 3,075 SH SOLE 3,075 0 0
UNITEDHEALTH GROUP INC COM 91324P102 3,750,645 9,024 SH SOLE 9,024 0 0
WATERS CORP COM 941848103 382,541 1,020 SH SOLE 1,020 0 0
ABBVIE INC COM 00287Y109 7,490,568 29,767 SH SOLE 29,767 0 0
AMAZON COM INC COM 023135106 31,298,570 131,319 SH SOLE 131,319 0 0
APPLOVIN CORP COM CL A 03831W108 293,681 570 SH SOLE 570 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 995,443 17,276 SH SOLE 17,276 0 0
CISCO SYS INC COM 17275R102 2,866,846 24,407 SH SOLE 24,407 0 0
CONSTELLATION ENERGY CORP COM 21037T109 830,053 3,342 SH SOLE 3,342 0 0
DELL TECHNOLOGIES INC CL C 24703L202 533,716 1,237 SH SOLE 1,237 0 0
EBAY INC. COM 278642103 801,136 7,169 SH SOLE 7,169 0 0
EXPAND ENERGY CORPORATION COM 165167735 139,885 1,534 SH SOLE 1,534 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,661,926 2,632 SH SOLE 2,632 0 0
INTEL CORP COM 458140100 3,526,635 25,257 SH SOLE 25,257 0 0
LAM RESEARCH CORP COM NEW 512807306 2,483,414 5,731 SH SOLE 5,731 0 0
MICROSOFT CORP COM 594918104 28,349,520 76,000 SH SOLE 76,000 0 0
NIKE INC CL B 654106103 555,817 13,540 SH SOLE 13,540 0 0
PEPSICO INC COM 713448108 634,891 4,689 SH SOLE 4,689 0 0
REGENERON PHARMACEUTICALS COM 75886F107 795,637 1,276 SH SOLE 1,276 0 0
SHERWIN WILLIAMS CO COM 824348106 264,782 769 SH SOLE 769 0 0
SYNCHRONY FINANCIAL COM 87165B103 303,211 3,987 SH SOLE 3,987 0 0
TJX COS INC NEW COM 872540109 327,392 2,161 SH SOLE 2,161 0 0
VEEVA SYS INC CL A COM 922475108 1,158,879 6,530 SH SOLE 6,530 0 0
WILLIAMS COS INC COM 969457100 1,276,864 17,176 SH SOLE 17,176 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 284,774 946 SH SOLE 946 0 0
APA CORPORATION COM 03743Q108 107,383 3,297 SH SOLE 3,297 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,500,670 2,999 SH SOLE 2,999 0 0
CENCORA INC COM 03073E105 729,522 2,578 SH SOLE 2,578 0 0
COHERENT CORP COM 19247G107 390,525 990 SH SOLE 990 0 0
CURTISS WRIGHT CORP COM 231561101 286,433 378 SH SOLE 378 0 0
DOW HLDGS INC COM 260557103 958,722 35,041 SH SOLE 35,041 0 0
EMERSON ELEC CO COM 291011104 4,486,178 31,339 SH SOLE 31,339 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 390,333 6,098 SH SOLE 6,098 0 0
IDEXX LABS INC COM 45168D104 474,849 902 SH SOLE 902 0 0
JOHNSON & JOHNSON COM 478160104 8,350,788 32,881 SH SOLE 32,881 0 0
MCKESSON CORP COM 58155Q103 766,178 1,014 SH SOLE 1,014 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 1,793,887 10,644 SH SOLE 10,644 0 0
ORACLE CORP COM 68389X105 2,256,870 15,400 SH SOLE 15,400 0 0
PROGRESSIVE CORP COM 743315103 98,521 451 SH SOLE 451 0 0
SALESFORCE INC COM 79466L302 1,252,967 7,998 SH SOLE 7,998 0 0
STERIS PLC SHS USD G8473T100 262,160 1,245 SH SOLE 1,245 0 0
TEXAS INSTRS INC COM 882508104 276,311 927 SH SOLE 927 0 0
UNITED RENTALS INC COM 911363109 299,083 264 SH SOLE 264 0 0
WALMART INC COM 931142103 1,450,521 12,807 SH SOLE 12,807 0 0
ABBOTT LABORATORIES COM 002824100 2,049,454 22,586 SH SOLE 22,586 0 0
ALTRIA GROUP INC COM 02209S103 570,851 7,934 SH SOLE 7,934 0 0
APPLIED MATLS INC COM 038222105 2,330,229 3,223 SH SOLE 3,223 0 0
BOSTON SCIENTIFIC CORP COM 101137107 2,050,347 48,040 SH SOLE 48,040 0 0
CHEVRON CORPORATION COM 166764100 5,096,125 30,744 SH SOLE 30,744 0 0
CONOCOPHILLIPS COM 20825C104 1,263,738 12,156 SH SOLE 12,156 0 0
DANAHER CORP DEL COM 235851102 2,502,526 13,138 SH SOLE 13,138 0 0
DUPONT DE NEMOURS INC COMMON STOCK 26614N201 44,083 325 SH SOLE 325 0 0
EQT CORP COM 26884L109 891,448 16,766 SH SOLE 16,766 0 0
GILEAD SCIENCES INC COM 375558103 2,589,465 20,496 SH SOLE 20,496 0 0
INSULET CORP COM 45784P101 416,860 2,738 SH SOLE 2,738 0 0
KINDER MORGAN INC DEL COM 49456B101 173,277 5,420 SH SOLE 5,420 0 0
META PLATFORMS INC CL A 30303M102 23,235,149 41,249 SH SOLE 41,249 0 0
NEXTERA ENERGY INC COM 65339F101 1,812,363 20,649 SH SOLE 20,649 0 0
PALO ALTO NETWORKS INC COM 697435105 2,963,123 8,689 SH SOLE 8,689 0 0
QUALCOMM INC COM 747525103 438,691 2,374 SH SOLE 2,374 0 0
SERVICENOW INC COM 81762P102 4,950,597 49,865 SH SOLE 49,865 0 0
STRYKER CORPORATION COM 863667101 3,329,433 10,575 SH SOLE 10,575 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 2,425,078 4,837 SH SOLE 4,837 0 0
VALERO ENERGY CORP COM 91913Y100 467,750 1,796 SH SOLE 1,796 0 0
WELLS FARGO & CO COM 949746101 554,762 6,713 SH SOLE 6,713 0 0
AEROVIRONMENT INC COM 008073108 350,774 2,125 SH SOLE 2,125 0 0
AMGEN INC COM 031162100 3,608,888 9,966 SH SOLE 9,966 0 0
BECTON DICKINSON & CO COM 075887109 705,198 4,660 SH SOLE 4,660 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 766,434 10,449 SH SOLE 10,449 0 0
CME GROUP INC COM 12572Q105 386,894 1,752 SH SOLE 1,752 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 2,792,329 3,659 SH SOLE 3,659 0 0
DISNEY WALT CO COM 254687106 518,499 5,387 SH SOLE 5,387 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 302,423 782 SH SOLE 782 0 0
FORTIVE CORP COM 34959J108 1,047,755 17,151 SH SOLE 17,151 0 0
HOME DEPOT INC COM 437076102 2,928,655 8,304 SH SOLE 8,304 0 0
INTUIT COM 461202103 1,364,247 5,227 SH SOLE 5,227 0 0
MASTERCARD INCORPORATED CL A 57636Q104 789,403 1,537 SH SOLE 1,537 0 0
MSCI INC COM 55354G100 59,924 107 SH SOLE 107 0 0
OCCIDENTAL PETE CORP COM 674599105 353,298 7,274 SH SOLE 7,274 0 0
PHILLIPS 66 COM 718546104 1,085,132 6,419 SH SOLE 6,419 0 0
REVVITY INC COM 714046109 157,099 1,412 SH SOLE 1,412 0 0
STARBUCKS CORP COM 855244109 161,562 1,581 SH SOLE 1,581 0 0
TESLA INC COM 88160R101 16,325,168 38,814 SH SOLE 38,814 0 0
TWILIO INC CL A 90138F102 1,690,255 8,192 SH SOLE 8,192 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 979,349 2,925 SH SOLE 2,925 0 0
AIR PRODUCTS AND CHEMICALS I COM 009158106 472,606 1,612 SH SOLE 1,612 0 0
AMPHENOL CORP CL A 032095101 2,894,469 16,416 SH SOLE 16,416 0 0
BEONE MEDICINES LTD SPONSORED ADS 07725L102 173,837 8,000 SH SOLE 8,000 0 0
CATERPILLAR INC COM 149123101 2,996,629 2,814 SH SOLE 2,814 0 0
COCA COLA CO COM 191216100 1,901,474 23,397 SH SOLE 23,397 0 0
CROWN CASTLE INC COM 22822V101 43,772 578 SH SOLE 578 0 0
DOMINION ENERGY INC COM 25746U109 1,705,474 24,974 SH SOLE 24,974 0 0
ELI LILLY & CO COM 532457108 12,258,175 10,220 SH SOLE 10,220 0 0
FREEPORT MCMORAN INC CL B 35671D857 1,042,590 16,578 SH SOLE 16,578 0 0
HUMANA INC COM 444859102 444,489 1,119 SH SOLE 1,119 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 4,003,047 10,066 SH SOLE 10,066 0 0
MCDONALDS CORP COM 580135101 3,768,662 13,942 SH SOLE 13,942 0 0
NETFLIX INC. COM 64110L106 4,584,808 64,213 SH SOLE 64,213 0 0
OKTA INC CL A 679295105 410,032 3,005 SH SOLE 3,005 0 0
PROCTER & GAMBLE CO COM 742718109 2,214,557 15,102 SH SOLE 15,102 0 0
RTX CORPORATION COM 75513E101 2,721,677 14,345 SH SOLE 14,345 0 0
STEEL DYNAMICS INC COM 858119100 502,058 2,188 SH SOLE 2,188 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 65,816 5,809 SH SOLE 5,809 0 0
TYLER TECHNOLOGIES INC COM 902252105 1,019,808 3,487 SH SOLE 3,487 0 0
VISA INC COM CL A 92826C839 1,895,915 5,526 SH SOLE 5,526 0 0
ADVANCED MICRO DEVICES INC COM 007903107 4,091,930 7,044 SH SOLE 7,044 0 0
AMERIPRISE FINL INC COM 03076C106 194,973 425 SH SOLE 425 0 0
BANK OF AMER CORP COM 060505104 4,093,728 71,845 SH SOLE 71,845 0 0
BROWN & BROWN INC COM 115236101 69,539 1,084 SH SOLE 1,084 0 0
CLOUDFLARE INC CL A COM 18915M107 3,285,771 13,396 SH SOLE 13,396 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 694,832 2,555 SH SOLE 2,555 0 0
DIAMONDBACK ENERGY INC COM 25278X109 319,744 1,819 SH SOLE 1,819 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 555,424 6,140 SH SOLE 6,140 0 0
FORD MTR CO COM 345370860 317,337 22,830 SH SOLE 22,830 0 0
HCA HEALTHCARE INC COM 40412C101 269,414 691 SH SOLE 691 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 2,795,790 9,942 SH SOLE 9,942 0 0
MARATHON PETE CORP COM 56585A102 528,470 2,067 SH SOLE 2,067 0 0
MONOLITHIC PWR SYS INC COM 609839105 1,266,242 916 SH SOLE 916 0 0
NVIDIA CORPORATION COM 67066G104 42,968,927 214,748 SH SOLE 214,748 0 0
PHILIP MORRIS INTL INC COM 718172109 496,236 2,743 SH SOLE 2,743 0 0
RESMED INC COM 761152107 619,329 3,178 SH SOLE 3,178 0 0
SNOWFLAKE INC COM SHS 833445109 340,521 1,338 SH SOLE 1,338 0 0
TERADYNE INC COM 880770102 1,339,753 2,769 SH SOLE 2,769 0 0
TRAVELERS COMPANIES INC COM 89417E109 117,523 356 SH SOLE 356 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 2,446,892 4,926 SH SOLE 4,926 0 0
ADOBE INC COM 00724F101 781,331 3,811 SH SOLE 3,811 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 493,985 6,628 SH SOLE 6,628 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 133,474 596 SH SOLE 596 0 0
BROADCOM INC COM 11135F101 17,886,840 47,351 SH SOLE 47,351 0 0
CITIGROUP INC COM NEW 172967424 4,134,138 29,538 SH SOLE 29,538 0 0
CORNING INC COM 219350105 1,323,638 5,182 SH SOLE 5,182 0 0
DEVON ENERGY CORP NEW COM 25179M103 99,788 2,415 SH SOLE 2,415 0 0
ECOLAB INC COM 278865100 934,458 3,354 SH SOLE 3,354 0 0
EXTRA SPACE STORAGE INC COM 30225T102 107,667 741 SH SOLE 741 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 112,244 847 SH SOLE 847 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 467,695 3,799 SH SOLE 3,799 0 0
LINDE PLC SHS G54950103 2,930,973 5,648 SH SOLE 5,648 0 0
MONDELEZ INTL INC CL A 609207105 246,283 4,258 SH SOLE 4,258 0 0
NUCOR CORP COM 670346105 398,500 1,789 SH SOLE 1,789 0 0
PFIZER INC COM 717081103 4,565,592 189,601 SH SOLE 189,601 0 0
REPUBLIC SVCS INC COM 760759100 553,156 2,596 SH SOLE 2,596 0 0
SLB LIMITED COM STK 806857108 500,279 10,761 SH SOLE 10,761 0 0
TARGA RES CORP COM 87612G101 168,124 627 SH SOLE 627 0 0
TRANSMEDICS GROUP INC COM 89377M109 198,994 2,996 SH SOLE 2,996 0 0
VERISIGN INC COM 92343E102 410,797 1,633 SH SOLE 1,633 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105 1,135,221 57,684 SH SOLE 57,684 0 0