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 11,330,687 57,142 SH SOLE 40,403 0 16,739
JOHNSON CONTROLS INTERNATION SHS G51502105 261,900 2,000 SH SOLE 2,000 0 0
KLARNA GROUP PLC SHS G5279N105 968,987 74,025 SH SOLE 53,275 0 20,750
LINDE PLC SHS G54950103 280,600 566 SH SOLE 66 0 500
MEDTRONIC PLC SHS G5960L103 3,619,659 41,773 SH SOLE 34,078 0 7,695
NU HLDGS LTD ORD SHS CL A G6683N103 37,048,988 2,578,218 SH SOLE 1,857,973 0 720,245
TRANE TECHNOLOGIES PLC SHS G8994E103 1,000,176 2,400 SH SOLE 0 0 2,400
VALARIS LTD CL A G9460G101 6,263,776 63,890 SH SOLE 55,407 0 8,483
XP INC CL A G98239109 1,773,005 93,120 SH SOLE 73,945 0 19,175
GARMIN LTD SHS H2906T109 3,300,342 14,225 SH SOLE 13,025 0 1,200
TRANSOCEAN LTD REGISTERED SHS H8817H100 2,703,880 407,825 SH SOLE 345,370 0 62,455
ASML HLDG NV N Y REGISTRY SHS N07059210 3,947,961 2,989 SH SOLE 2,641 0 348
FERRARI N V COM N3167Y103 3,273,150 9,671 SH SOLE 6,785 0 2,886
NEBIUS GROUP N.V. SHS CLASS A N97284108 22,461,135 216,472 SH SOLE 166,777 0 49,695
SCORPIO TANKERS INC SHS Y7542C130 772,134 10,342 SH SOLE 9,333 0 1,009
AT&T INC COM 00206R102 1,355,283 46,750 SH SOLE 17,750 0 29,000
ABBOTT LABORATORIES COM 002824100 2,428,351 23,652 SH SOLE 12,977 0 10,675
ABBVIE INC COM 00287Y109 9,972,569 45,853 SH SOLE 24,164 0 21,689
ABERCROMBIE & FITCH CO CL A 002896207 238,476 2,610 SH SOLE 1,375 0 1,235
ADOBE INC COM 00724F101 22,838,582 93,955 SH SOLE 47,723 0 46,232
AECOM COM 00766T100 1,630,325 19,221 SH SOLE 10,646 0 8,575
ADVANCED MICRO DEVICES INC COM 007903107 7,805,609 38,370 SH SOLE 29,175 0 9,195
AGILENT TECHNOLOGIES INC COM 00846U101 905,571 7,945 SH SOLE 2,370 0 5,575
AIRBNB INC COM CL A 009066101 10,858,186 85,985 SH SOLE 62,035 0 23,950
ALIGN TECHNOLOGY INC COM 016255101 14,123,603 82,387 SH SOLE 60,162 0 22,225
ALLOGENE THERAPEUTICS INC COM 019770106 40,331 16,529 SH SOLE 0 0 16,529
ALPHA METALLURGICAL RESOUR I COM 020764106 2,552,532 12,435 SH SOLE 10,876 0 1,559
ALPHABET INC CAP STK CL C 02079K107 55,926,226 194,960 SH SOLE 123,115 0 71,845
ALPHABET INC CAP STK CL A 02079K305 95,695,751 332,785 SH SOLE 235,355 0 97,430
ALTRIA GROUP INC COM 02209S103 205,559 3,115 SH SOLE 3,115 0 0
AMAZON COM INC COM 023135106 67,908,447 326,060 SH SOLE 239,880 0 86,180
AMERICAN ELEC PWR CO INC COM 025537101 598,511 4,566 SH SOLE 816 0 3,750
AMERICAN EXPRESS CO COM 025816109 35,472,536 117,272 SH SOLE 82,894 0 34,378
AMGEN INC COM 031162100 8,802,231 25,017 SH SOLE 15,657 0 9,360
ANALOG DEVICES INC COM 032654105 1,012,003 3,181 SH SOLE 2,306 0 875
APPLE INC COM 037833100 134,782,228 531,078 SH SOLE 359,474 0 171,604
APPLIED MATLS INC COM 038222105 358,880 1,050 SH SOLE 1,050 0 0
APPLOVIN CORP COM CL A 03831W108 18,107,806 45,497 SH SOLE 33,305 0 12,192
AUTODESK INC COM 052769106 15,228,075 63,609 SH SOLE 46,163 0 17,446
AUTOMATIC DATA PROCESSING IN COM 053015103 17,183,685 84,574 SH SOLE 48,517 0 36,057
AUTONATION INC COM 05329W102 8,917,524 45,670 SH SOLE 35,635 0 10,035
BANK OF AMER CORP COM 060505104 4,497,090 92,248 SH SOLE 92,073 0 175
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,323,912 11,110 SH SOLE 5,932 0 5,178
BIOGEN INC COM 09062X103 211,746 1,155 SH SOLE 1,155 0 0
BLACKROCK INC COM 09290D101 1,711,844 1,780 SH SOLE 1,465 0 315
BOEING CO COM 097023105 2,651,677 13,323 SH SOLE 11,221 0 2,102
BOOKING HOLDINGS INC COM 09857L108 16,066,581 3,816 SH SOLE 2,704 0 1,112
BRADY CORP CL A 104674106 243,720 3,000 SH SOLE 0 0 3,000
BRISTOL-MYERS SQUIBB CO COM 110122108 788,268 12,997 SH SOLE 4,247 0 8,750
BROADCOM INC COM 11135F101 2,825,207 9,128 SH SOLE 9,128 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 7,900,469 95,961 SH SOLE 79,082 0 16,879
CVS HEALTH CORP COM 126650100 572,046 7,965 SH SOLE 7,240 0 725
CATERPILLAR INC COM 149123101 4,114,736 5,808 SH SOLE 3,945 0 1,863
CHARLES RIV LABS INTL INC COM 159864107 4,143,105 24,018 SH SOLE 7,845 0 16,173
CHENIERE ENERGY INC COM NEW 16411R208 3,517,205 12,395 SH SOLE 10,873 0 1,522
CHEVRON CORPORATION COM 166764100 215,590 1,042 SH SOLE 1,042 0 0
CHURCH & DWIGHT CO INC COM 171340102 8,981,023 96,239 SH SOLE 60,752 0 35,487
CISCO SYS INC COM 17275R102 5,508,864 71,000 SH SOLE 24,895 0 46,105
COCA COLA CO COM 191216100 1,290,492 16,969 SH SOLE 13,144 0 3,825
COLGATE PALMOLIVE CO COM 194162103 810,537 9,510 SH SOLE 5,510 0 4,000
COMCAST CORP NEW CL A 20030N101 748,642 26,076 SH SOLE 14,801 0 11,275
COMPASS INC CL A 20464U100 2,401,152 328,475 SH SOLE 239,325 0 89,150
CONOCOPHILLIPS COM 20825C104 353,100 2,675 SH SOLE 2,575 0 100
CORNING INC COM 219350105 6,630,577 48,765 SH SOLE 35,000 0 13,765
CORPAY INC COM SHS 219948106 2,677,108 9,200 SH SOLE 6,575 0 2,625
COSTCO WHOLESALE CORPORATION COM 22160K105 62,595,069 62,819 SH SOLE 37,462 0 25,357
COUPANG INC CL A 22266T109 3,499,408 185,350 SH SOLE 119,275 0 66,075
CROCS INC COM 227046109 273,136 3,290 SH SOLE 2,290 0 1,000
CROWDSTRIKE HLDGS INC CL A 22788C105 12,457,983 31,910 SH SOLE 24,500 0 7,410
CUMMINS INC COM 231021106 17,787,845 33,062 SH SOLE 22,724 0 10,338
D R HORTON INC COM 23331A109 7,395,609 53,896 SH SOLE 40,714 0 13,182
DXC TECHNOLOGY CO COM 23355L106 188,550 15,000 SH SOLE 15,000 0 0
DANAHER CORP DEL COM 235851102 299,758 1,581 SH SOLE 775 0 806
DEERE & CO COM 244199105 9,075,891 16,112 SH SOLE 11,617 0 4,495
DELL TECHNOLOGIES INC CL C 24703L202 41,068,609 250,220 SH SOLE 192,815 0 57,405
DISNEY WALT CO COM 254687106 461,371 4,787 SH SOLE 2,670 0 2,117
DONALDSON INC COM 257651109 797,778 9,400 SH SOLE 0 0 9,400
DUOLINGO INC CL A COM 26603R106 1,746,562 17,719 SH SOLE 13,789 0 3,930
EAST WEST BANCORP INC COM 27579R104 240,210 2,250 SH SOLE 950 0 1,300
EBAY INC. COM 278642103 1,062,659 11,675 SH SOLE 1,275 0 10,400
ECOLAB INC COM 278865100 17,954,666 67,494 SH SOLE 38,437 0 29,057
EDISON INTL COM 281020107 354,630 4,846 SH SOLE 846 0 4,000
EDWARDS LIFESCIENCES CORP COM 28176E108 9,529,544 119,000 SH SOLE 58,980 0 60,020
ELECTRONIC ARTS INC COM 285512109 379,198 1,860 SH SOLE 1,860 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 805,481 13,574 SH SOLE 11,959 0 1,615
EMERSON ELEC CO COM 291011104 373,407 2,850 SH SOLE 1,650 0 1,200
EVERCORE INC CLASS A 29977A105 253,734 850 SH SOLE 850 0 0
EXPEDIA GROUP INC COM NEW 30212P303 16,615,691 71,964 SH SOLE 57,859 0 14,105
EXPEDITORS INTL WASH INC COM 302130109 8,355,036 58,333 SH SOLE 45,153 0 13,180
HYPERION DEFI INC COM NEW 30234E203 178,969 51,875 SH SOLE 46,575 0 5,300
FS KKR CAP CORP COM 302635206 175,473 17,237 SH SOLE 17,237 0 0
META PLATFORMS INC CL A 30303M102 91,246,535 159,486 SH SOLE 119,644 0 39,842
FACTSET RESH SYS INC COM 303075105 11,888,665 54,789 SH SOLE 38,415 0 16,374
FASTENAL CO COM 311900104 3,593,958 77,456 SH SOLE 43,756 0 33,700
FEDEX CORP COM 31428X106 7,464,591 20,957 SH SOLE 9,161 0 11,796
FISERV INC COM 337738108 1,759,653 31,535 SH SOLE 22,525 0 9,010
FIGURE TECHNOLOGY SOLUTIO COM CL A 349381103 8,381,067 246,865 SH SOLE 183,515 0 63,350
GILEAD SCIENCES INC COM 375558103 2,313,124 16,597 SH SOLE 4,800 0 11,797
GLOBAL PMTS INC COM 37940X102 249,347 3,705 SH SOLE 1,730 0 1,975
GOLDMAN SACHS GROUP INC COM 38141G104 1,130,017 1,336 SH SOLE 1,266 0 70
WW GRAINGER INC COM 384802104 10,099,810 9,259 SH SOLE 4,533 0 4,726
GRIFFON CORP COM 398433102 1,635,591 22,504 SH SOLE 19,825 0 2,679
HCA HEALTHCARE INC COM 40412C101 283,944 600 SH SOLE 400 0 200
HP INC COM 40434L105 305,439 15,900 SH SOLE 14,550 0 1,350
HEICO CORP NEW COM 422806109 212,505 775 SH SOLE 775 0 0
HOME DEPOT INC COM 437076102 4,945,852 15,038 SH SOLE 4,525 0 10,513
HONEYWELL INTL INC COM 438516106 322,093 1,425 SH SOLE 1,425 0 0
HYPERLIQUID STRATEGIES INC COM 44916Y106 76,350 15,000 SH SOLE 11,120 0 3,880
IDEXX LABS INC COM 45168D104 848,454 1,510 SH SOLE 1,460 0 50
ILLINOIS TOOL WKS INC COM 452308109 435,986 1,675 SH SOLE 1,675 0 0
INTEL CORP COM 458140100 2,133,112 48,337 SH SOLE 37,051 0 11,286
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,131,149 31,775 SH SOLE 21,260 0 10,515
INTERCONTINENTAL EXCHANGE IN COM 45866F104 28,578,982 181,708 SH SOLE 133,540 0 48,168
INTERNATIONAL BUSINESS MACHS COM 459200101 3,467,389 14,305 SH SOLE 12,660 0 1,645
INTUIT COM 461202103 28,803,570 66,616 SH SOLE 44,317 0 22,299
INTUITIVE SURGICAL INC COM NEW 46120E602 13,221,193 28,680 SH SOLE 27,650 0 1,030
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 4,626,999 24,109 SH SOLE 8,004 0 16,105
INVESCO EXCHANGE TRADED FD T BIOTECHNOLOGY 46137V787 679,364 8,580 SH SOLE 7,205 0 1,375
ISHARES TR IBOXX INV CP ETF 464287242 827,670 7,594 SH SOLE 7,594 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 3,160,394 38,275 SH SOLE 37,273 0 1,002
ISHARES TR ISHARES BIOTECH 464287556 16,488,878 97,654 SH SOLE 69,187 0 28,467
ISHARES TR TRUST ISHARE 0-1 464288679 4,145,971 37,557 SH SOLE 33,546 0 4,011
ISHARES TR US HLTHCR PR ETF 464288828 630,135 15,057 SH SOLE 13,441 0 1,616
JPMORGAN CHASE & CO COM 46625H100 3,227,560 10,972 SH SOLE 5,822 0 5,150
JD.COM INC SPON ADS CL A 47215P106 1,622,831 54,881 SH SOLE 49,036 0 5,845
JOHNSON & JOHNSON COM 478160104 22,648,344 92,654 SH SOLE 56,549 0 36,105
KENVUE INC COM 49177J102 275,857 16,001 SH SOLE 3,824 0 12,177
LAM RESEARCH CORP COM NEW 512807306 245,923 1,151 SH SOLE 1,151 0 0
LENNAR CORP CL A 526057104 580,873 6,689 SH SOLE 4,997 0 1,692
ELI LILLY & CO COM 532457108 42,601,318 46,317 SH SOLE 29,474 0 16,843
LOUISIANA PAC CORP COM 546347105 498,992 6,859 SH SOLE 6,484 0 375
LOWES COS INC COM 548661107 19,130,627 80,966 SH SOLE 61,491 0 19,475
LULULEMON ATHLETICA INC COM 550021109 1,642,304 10,727 SH SOLE 9,093 0 1,634
M & T BK CORP COM 55261F104 279,072 1,350 SH SOLE 750 0 600
MAPLEBEAR INC COM 565394103 10,351,060 276,323 SH SOLE 197,793 0 78,530
MARVELL TECHNOLOGY INC COM 573874104 1,427,806 14,415 SH SOLE 11,940 0 2,475
MASTERCARD INCORPORATED CL A 57636Q104 14,231,317 28,482 SH SOLE 15,858 0 12,624
MCDONALDS CORP COM 580135101 3,245,269 10,442 SH SOLE 6,842 0 3,600
MCKESSON CORP COM 58155Q103 302,892 350 SH SOLE 350 0 0
MERCADOLIBRE INC COM 58733R102 24,585,513 14,219 SH SOLE 10,639 0 3,580
MERCK & CO INC COM 58933Y105 6,572,766 54,641 SH SOLE 28,744 0 25,897
MICROSOFT CORP COM 594918104 77,144,223 208,402 SH SOLE 134,523 0 73,879
MICRON TECHNOLOGY INC COM 595112103 9,020,328 26,700 SH SOLE 21,280 0 5,420
MOLINA HEALTHCARE INC COM 60855R100 17,333,266 130,032 SH SOLE 90,399 0 39,633
MORGAN STANLEY COM NEW 617446448 279,769 1,700 SH SOLE 1,700 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 21,669,154 49,932 SH SOLE 36,396 0 13,536
NETFLIX INC. COM 64110L106 259,605 2,700 SH SOLE 2,700 0 0
NEXTERA ENERGY INC COM 65339F101 1,848,312 19,900 SH SOLE 3,900 0 16,000
NIKE INC CL B 654106103 2,875,045 54,431 SH SOLE 28,325 0 26,106
NORFOLK SOUTHN CORP COM 655844108 7,318,931 25,502 SH SOLE 15,621 0 9,881
NOVARTIS AG SPONSORED ADR 66987V109 12,481,814 81,714 SH SOLE 56,824 0 24,890
NVIDIA CORPORATION COM 67066G104 75,038,586 430,267 SH SOLE 304,265 0 126,002
ORACLE CORP COM 68389X105 7,531,444 51,196 SH SOLE 21,578 0 29,618
PALANTIR TECHNOLOGIES INC CL A 69608A108 318,159 2,175 SH SOLE 2,175 0 0
PALO ALTO NETWORKS INC COM 697435105 386,371 2,410 SH SOLE 1,620 0 790
PAYCHEX INC COM 704326107 14,283,028 155,048 SH SOLE 105,136 0 49,912
PAYPAL HLDGS INC COM 70450Y103 4,377,148 96,775 SH SOLE 63,507 0 33,268
PEPSICO INC COM 713448108 3,352,632 21,589 SH SOLE 11,904 0 9,685
PFIZER INC COM 717081103 505,580 18,005 SH SOLE 3,955 0 14,050
PHILLIPS 66 COM 718546104 211,875 1,163 SH SOLE 1,163 0 0
PROCTER & GAMBLE CO COM 742718109 1,207,374 8,359 SH SOLE 2,369 0 5,990
PROFESIONALLY MANAGED PORTFO PABRA WAGON ETF 74316P538 168,851 11,971 SH SOLE 10,728 0 1,243
PROGRESSIVE CORP COM 743315103 15,387,984 77,623 SH SOLE 56,753 0 20,870
QUALCOMM INC COM 747525103 16,514,919 128,241 SH SOLE 89,071 0 39,170
QUEST DIAGNOSTICS INC COM 74834L100 490,538 2,503 SH SOLE 2,503 0 0
RPM INTL INC COM 749685103 226,135 2,275 SH SOLE 2,275 0 0
RALPH LAUREN CORP CL A 751212101 4,000,604 11,630 SH SOLE 10,865 0 765
RTX CORPORATION COM 75513E101 1,034,909 5,365 SH SOLE 5,365 0 0
REDDIT INC CL A 75734B100 8,233,848 61,150 SH SOLE 47,570 0 13,580
REGENERON PHARMACEUTICALS COM 75886F107 405,636 525 SH SOLE 290 0 235
S&P GLOBAL INC COM 78409V104 1,588,645 3,735 SH SOLE 1,970 0 1,765
SLM CORP COM 78442P106 2,662,226 124,345 SH SOLE 87,480 0 36,865
SPDR GOLD TR GOLD SHS 78463V107 898,446 2,088 SH SOLE 1,870 0 218
SPDR SERIES TRUST ST STR CONV ETF 78464A359 209,123 2,285 SH SOLE 2,285 0 0
SPDR SERIES TRUST ST STR SP BIOT 78464A870 11,677,077 91,420 SH SOLE 74,855 0 16,565
SALESFORCE INC COM 79466L302 224,004 1,200 SH SOLE 1,200 0 0
SCHWAB CHARLES CORP COM 808513105 245,758 2,615 SH SOLE 465 0 2,150
SCOTTS MIRACLE-GRO CO CL A 810186106 3,038,372 49,965 SH SOLE 24,615 0 25,350
SEA LTD SPONSORD ADS 81141R100 11,361,394 137,198 SH SOLE 101,873 0 35,325
SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 945,334 20,600 SH SOLE 8,600 0 12,000
SHERWIN WILLIAMS CO COM 824348106 480,825 1,500 SH SOLE 1,500 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 669,017 5,640 SH SOLE 4,400 0 1,240
QXO INC COM NEW 82846H405 16,642,319 856,968 SH SOLE 654,963 0 202,005
SOLVENTUM CORP COM SHS 83444M101 3,555,912 54,455 SH SOLE 42,825 0 11,630
SOUTHERN CO COM 842587107 395,732 4,100 SH SOLE 600 0 3,500
SPROUTS FMRS MKT INC COM 85208M102 12,671,688 164,290 SH SOLE 111,899 0 52,391
BLOCK INC CL A 852234103 2,683,607 44,593 SH SOLE 32,675 0 11,918
STARBUCKS CORP COM 855244109 595,774 6,650 SH SOLE 6,525 0 125
STRYKER CORPORATION COM 863667101 13,246,120 40,312 SH SOLE 32,156 0 8,156
SYSCO CORP COM 871829107 2,524,369 35,390 SH SOLE 6,050 0 29,340
TJX COS INC NEW COM 872540109 1,208,450 7,567 SH SOLE 2,407 0 5,160
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 3,112,857 9,211 SH SOLE 3,016 0 6,195
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 580,848 2,941 SH SOLE 2,900 0 41
TARGET CORP COM 87612E106 351,480 2,900 SH SOLE 2,900 0 0
TESLA INC COM 88160R101 1,312,649 3,531 SH SOLE 945 0 2,586
TEXAS INSTRS INC COM 882508104 20,011,990 103,080 SH SOLE 68,529 0 34,551
THERMO FISHER SCIENTIFIC INC COM 883556102 812,499 1,653 SH SOLE 1,585 0 68
3M CO COM 88579Y101 907,978 6,252 SH SOLE 4,827 0 1,425
TOLL BROTHERS INC COM 889478103 5,142,599 37,683 SH SOLE 29,052 0 8,631
TRIMBLE INC COM 896239100 9,147,594 140,236 SH SOLE 75,611 0 64,625
US BANCORP COM NEW 902973304 313,360 6,025 SH SOLE 5,775 0 250
UBER TECHNOLOGIES INC COM 90353T100 12,075,968 167,885 SH SOLE 119,455 0 48,430
ULTA BEAUTY INC COM 90384S303 990,535 1,895 SH SOLE 1,375 0 520
UNION PAC CORP COM 907818108 12,705,039 52,366 SH SOLE 34,605 0 17,761
UNITED PARCEL SVCS INC CL B 911312106 263,167 2,675 SH SOLE 675 0 2,000
UNITEDHEALTH GROUP INC COM 91324P102 11,059,825 40,873 SH SOLE 31,813 0 9,060
VALERO ENERGY CORP COM 91913Y100 2,011,478 8,141 SH SOLE 7,172 0 969
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 971,964 8,097 SH SOLE 2,774 0 5,323
VANECK ETF TRUST OIL SERVICES ETF 92189H607 712,622 1,763 SH SOLE 1,611 0 152
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 208,823 971 SH SOLE 971 0 0
VANGUARD WORLD FD UTILITIES ETF 92204A876 336,838 1,700 SH SOLE 700 0 1,000
VERIZON COMMUNICATIONS INC COM 92343V104 508,175 10,123 SH SOLE 10,123 0 0
VISA INC COM CL A 92826C839 14,659,471 48,503 SH SOLE 32,600 0 15,903
WEC ENERGY GROUP INC COM 92939U106 845,121 7,300 SH SOLE 350 0 6,950
WALMART INC COM 931142103 14,544,116 117,027 SH SOLE 78,678 0 38,349
WARNER BROS DISCOVERY INC COM SER A 934423104 6,175,452 224,889 SH SOLE 196,498 0 28,391
WASTE MGMT INC DEL COM 94106L109 30,075,528 130,883 SH SOLE 92,049 0 38,834
WATERS CORP COM 941848103 4,173,071 14,013 SH SOLE 6,461 0 7,552
WILLIAMS SONOMA INC COM 969904101 24,303,617 133,295 SH SOLE 105,895 0 27,400
YUM BRANDS INC COM 988498101 2,437,926 15,680 SH SOLE 12,280 0 3,400
ZOETIS INC CL A 98978V103 2,172,700 18,380 SH SOLE 10,523 0 7,857