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
AMPHENOL CORP CL A 032095101 247,835,533 1,405,282 SH SOLE 1,405,282 0 0
ALPHABET INC CAP STK CL C 02079K107 236,888,322 670,426 SH SOLE 0 0 0
JPMORGAN CHASE & CO COM 46625H100 214,640,692 655,842 SH SOLE 655,842 0 0
AMAZON COM INC COM 023135106 184,747,815 775,567 SH SOLE 775,567 0 0
NVIDIA CORPORATION COM 67066G104 174,692,671 874,469 SH SOLE 874,469 0 0
VISA INC COM CL A 92826C839 160,734,792 469,059 SH SOLE 469,059 0 0
MICROSOFT CORP COM 594918104 159,837,719 428,709 SH SOLE 428,709 0 0
TEXAS INSTRS INC COM 882508104 142,428,503 477,948 SH SOLE 477,948 0 0
AMETEK INC COM 031100100 140,612,346 581,319 SH SOLE 581,319 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 114,932,846 229,471 SH SOLE 229,471 0 0
COCA COLA CO COM 191216100 106,117,719 1,306,225 SH SOLE 1,306,225 0 0
MCKESSON CORP COM 58155Q103 101,701,226 134,651 SH SOLE 134,651 0 0
BROADCOM INC COM 11135F101 95,844,627 254,031 SH SOLE 254,031 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 94,959,202 238,834 SH SOLE 238,834 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 90,264,981 2,119,145 SH SOLE 2,119,145 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 85,981,119 698,494 SH SOLE 698,494 0 0
SUNBELT RENTALS HOLDINGS INC SHS 866966104 84,645,307 1,161,096 SH SOLE 1,161,096 0 0
PROGRESSIVE CORP COM 743315103 76,717,724 351,505 SH SOLE 351,505 0 0
EMERSON ELEC CO COM 291011104 75,425,778 527,066 SH SOLE 527,066 0 0
BECTON DICKINSON & CO COM 075887109 44,732,855 295,686 SH SOLE 295,686 0 0
MERCADOLIBRE INC COM 58733R102 14,338,268 8,446 SH SOLE 8,446 0 0
S&P GLOBAL INC COM 78409V104 14,252,513 35,043 SH SOLE 35,043 0 0
TJX COS INC NEW COM 872540109 14,127,246 93,243 SH SOLE 93,243 0 0
ALPHABET INC CAP STK CL A 02079K305 14,018,156 39,255 SH SOLE 39,255 0 0
SPDR GOLD TR GOLD SHS 78463V107 13,104,114 35,566 SH SOLE 35,566 0 0
ISHARES TR MSCI AC ASIA ETF 464288182 10,617,340 88,915 SH SOLE 88,915 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 8,786,583 18,418 SH SOLE 0 0 0
GALLAGHER ARTHUR J & CO COM 363576109 6,712,143 29,250 SH SOLE 29,250 0 0
CHEVRON CORPORATION COM 166764100 4,193,980 25,300 SH SOLE 25,300 0 0
MASTERCARD INCORPORATED CL A 57636Q104 4,159,984 8,101 SH SOLE 8,101 0 0
PROLOGIS INC. COM 74340W103 2,573,861 19,003 SH SOLE 19,003 0 0
ISHARES TR GLOBAL TECH ETF 464287291 1,749,455 12,125 SH SOLE 12,125 0 0
ELI LILLY & CO COM 532457108 1,588,098 1,324 SH SOLE 1,324 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,502,675 3,004 SH SOLE 0 0 0
SEI EXCHANGE TRADED FUNDS DBI MULTI-STRGY 81589A809 1,387,067 52,283 SH SOLE 0 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 1,260,932 5,314 SH SOLE 5,314 0 0
WALMART INC COM 931142103 1,060,957 9,372 SH SOLE 9,372 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,060,331 3,770 SH SOLE 3,770 0 0
SUNBELT RENTALS HOLDINGS INC SHS 866966104 1,051,551 14,061 SH SOLE 14,061 0 0
ISHARES TR TIPS BD ETF 464287176 860,824 7,865 SH SOLE 7,865 0 0
LOCKHEED MARTIN CORP COM 539830109 747,057 1,468 SH SOLE 1,468 0 0
APPLE INC COM 037833100 742,562 2,568 SH SOLE 2,568 0 0
CUMMINS INC COM 231021106 668,779 938 SH SOLE 938 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 647,519 2,737 SH SOLE 0 0 0
MARSH & MCLENNAN COS INC COM 571748102 632,137 3,794 SH SOLE 3,794 0 0
SYSCO CORP COM 871829107 584,920 7,000 SH SOLE 7,000 0 0
VANGUARD WORLD FD HEALTH CAR ETF 92204A504 583,205 1,950 SH SOLE 0 0 0
PEPSICO INC COM 713448108 536,068 3,959 SH SOLE 3,959 0 0
META PLATFORMS INC CL A 30303M102 526,395 935 SH SOLE 935 0 0
ABBVIE INC COM 00287Y109 525,520 2,091 SH SOLE 2,091 0 0
NORTHROP GRUMMAN CORP COM 666807102 525,422 1,032 SH SOLE 1,032 0 0
LAM RESEARCH CORP COM NEW 512807306 485,002 1,119 SH SOLE 1,119 0 0
BOOKING HOLDINGS INC COM 09857L108 442,545 2,483 SH SOLE 2,483 0 0
FASTENAL CO COM 311900104 435,490 9,068 SH SOLE 9,068 0 0
ARISTA NETWORKS INC COM SHS 040413205 433,126 2,549 SH SOLE 2,549 0 0
JOHNSON & JOHNSON COM 478160104 425,424 1,675 SH SOLE 1,675 0 0
PROCTER & GAMBLE CO COM 742718109 404,765 2,763 SH SOLE 2,763 0 0
UBER TECHNOLOGIES INC COM 90353T100 390,538 5,417 SH SOLE 5,417 0 0
IRON MTN INC DEL COM 46284V101 375,348 2,972 SH SOLE 2,972 0 0
CBOE GLOBAL MKTS INC COM 12503M108 366,486 1,514 SH SOLE 1,514 0 0
WELLS FARGO & CO COM 949746101 332,170 4,019 SH SOLE 4,019 0 0
BANK OF AMER CORP COM 060505104 287,679 5,051 SH SOLE 5,051 0 0
COHERENT CORP COM 19247G107 276,058 700 SH SOLE 700 0 0
XCEL ENERGY INC COM 98389B100 274,839 3,425 SH SOLE 3,425 0 0
SLB LIMITED COM STK 806857108 272,436 5,862 SH SOLE 5,862 0 0
HOME DEPOT INC COM 437076102 264,288 750 SH SOLE 750 0 0
WASTE MGMT INC DEL COM 94106L109 242,835 1,090 SH SOLE 1,090 0 0
STRYKER CORPORATION COM 863667101 239,942 762 SH SOLE 762 0 0
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 78,614 13,473 SH SOLE 0 0 0