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 970,564 4,734 SH SOLE 4,734 0 0
ADVANCED MICRO DEVICES INC COM 007903107 6,898,306 11,875 SH SOLE 11,875 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 568,910 4,283 SH SOLE 4,283 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 138,896 1,175 SH SOLE 1,175 0 0
ALIGN TECHNOLOGY INC COM 016255101 183,164 1,086 SH SOLE 1,086 0 0
ALPHABET INC CAP STK CL A 02079K305 9,485,671 26,543 SH SOLE 26,543 0 0
AMAZON COM INC COM 023135106 3,722,394 15,618 SH SOLE 15,618 0 0
AMETEK INC COM 031100100 393,394 1,626 SH SOLE 1,626 0 0
APPLE INC COM 037833100 694,753 2,401 SH SOLE 2,401 0 0
APPLIED MATLS INC COM 038222105 8,704,920 12,040 SH SOLE 12,040 0 0
AUTODESK INC COM 052769106 611,256 3,144 SH SOLE 3,144 0 0
BAKER HUGHES COMPANY CL A 05722G100 293,040 5,280 SH SOLE 5,280 0 0
BENTLEY SYS INC COM CL B 08265T208 137,703 4,607 SH SOLE 4,607 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 304,237 608 SH SOLE 608 0 0
BIO-TECHNE CORP COM 09073M104 113,322 1,604 SH SOLE 1,604 0 0
BLOCK INC CL A 852234103 230,204 3,029 SH SOLE 3,029 0 0
BROADCOM INC COM 11135F101 7,474,917 19,788 SH SOLE 19,788 0 0
BRUKER CORP COM 116794108 128,243 2,131 SH SOLE 2,131 0 0
CATERPILLAR INC COM 149123101 2,598,356 2,440 SH SOLE 2,440 0 0
CELESTICA INC COM 15101Q207 638,400 1,750 SH SOLE 1,750 0 0
CEREBRAS SYSTEMS INC COM CL A 15675D103 517,140 2,340 SH SOLE 2,340 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 166,258 1,265 SH SOLE 1,265 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107 236,052 3,769 SH SOLE 3,769 0 0
CLOUDFLARE INC CL A COM 18915M107 1,315,191 5,362 SH SOLE 5,362 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 584,029 3,995 SH SOLE 3,995 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 2,793,855 3,661 SH SOLE 3,661 0 0
DANAHER CORPORATION COM 235851102 1,217,167 6,390 SH SOLE 6,390 0 0
ELI LILLY & CO COM 532457108 424,598 354 SH SOLE 354 0 0
EMERSON ELEC CO COM 291011104 1,129,453 7,890 SH SOLE 7,890 0 0
EQUIFAX INC COM 294429105 164,751 1,038 SH SOLE 1,038 0 0
FLEX LTD ORD Y2573F102 900,460 5,556 SH SOLE 5,556 0 0
FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102 269,468 4,824 SH SOLE 4,824 0 0
FORTINET INC COM 34959E109 1,149,845 7,485 SH SOLE 7,485 0 0
FORTIVE CORP COM 34959J108 193,960 3,175 SH SOLE 3,175 0 0
GALAXY DIGITAL INC. CL A 36317J209 161,579 5,910 SH SOLE 5,910 0 0
GALLAGHER ARTHUR J & CO COM 363576109 113,560 500 SH SOLE 500 0 0
GE VERNOVA INC COM 36828A101 3,353,050 2,854 SH SOLE 2,854 0 0
GLOBUS MED INC CL A 379577208 154,780 1,959 SH SOLE 1,959 0 0
GUARDANT HEALTH INC COM 40131M109 234,496 1,563 SH SOLE 1,563 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 157,873 1,283 SH SOLE 1,283 0 0
HUBBELL INC COM 443510607 352,636 674 SH SOLE 674 0 0
ILLUMINA INC COM 452327109 103,563 589 SH SOLE 589 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 236,867 2,990 SH SOLE 2,990 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 2,135,541 5,370 SH SOLE 5,370 0 0
IQVIA HLDGS INC COM 46266C105 198,630 1,028 SH SOLE 1,028 0 0
ISHARES INC CORE MSCI EMKT 46434G103 1,472,066 17,770 SH SOLE 17,770 0 0
ISHARES INC MSCI GBL ETF NEW 46434G848 57,790 1,000 SH SOLE 1,000 0 0
ISHARES INC MSCI PAC JP ETF 464286665 282,011 5,295 SH SOLE 5,295 0 0
ISHARES INC MSCI WORLD ETF 464286392 2,107,456 10,400 SH SOLE 10,400 0 0
ISHARES TR CORE MSCI EURO 46434V738 968,941 12,890 SH SOLE 12,890 0 0
ISHARES TR CYBERSECURITY 46435U135 1,039,051 17,115 SH SOLE 17,115 0 0
ISHARES TR GLOBAL ENERG ETF 464287341 1,083,316 22,050 SH SOLE 22,050 0 0
ISHARES TR MSCI USA MIN VOL 46429B697 554,548 5,749 SH SOLE 5,749 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 33,192 150 SH SOLE 150 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 356,033 1,185 SH SOLE 1,185 0 0
JABIL INC COM 466313103 616,382 1,599 SH SOLE 1,599 0 0
JOHNSON & JOHNSON COM 478160104 911,244 3,588 SH SOLE 3,588 0 0
JOHNSON CTLS INTL PLC SHS G51502105 1,351,809 9,252 SH SOLE 9,252 0 0
LAM RESEARCH CORP COM 512807108 8,217,670 18,964 SH SOLE 18,964 0 0
MEDTRONIC PLC SHS G5960L103 225,850 2,887 SH SOLE 2,887 0 0
META PLATFORMS INC CL A 30303M102 7,872,541 13,976 SH SOLE 13,976 0 0
MICRON TECHNOLOGY INC COM 595112103 10,509,810 9,105 SH SOLE 9,105 0 0
MICROSOFT CORP COM 594918104 3,343,391 8,969 SH SOLE 8,969 0 0
MOODYS CORP COM 615369105 777,663 1,717 SH SOLE 1,717 0 0
NATERA INC COM 632307104 589,317 2,171 SH SOLE 2,171 0 0
NETSKOPE INC CL A 64119N608 81,896 7,486 SH SOLE 7,486 0 0
NOVO-NORDISK A S ADR 670100205 221,892 4,630 SH SOLE 4,630 0 0
NUTANIX INC CL A 67059N108 208,885 4,099 SH SOLE 4,099 0 0
NVENT ELECTRIC PLC SHS G6700G107 415,883 2,452 SH SOLE 2,452 0 0
NVIDIA CORPORATION COM 67066G104 8,877,793 44,369 SH SOLE 44,369 0 0
OKTA INC CL A 679295105 359,545 2,635 SH SOLE 2,635 0 0
PALO ALTO NETWORKS INC COM 697435105 2,807,958 8,234 SH SOLE 8,234 0 0
PINTEREST INC CL A 72352L106 179,049 8,514 SH SOLE 8,514 0 0
POWELL INDS INC COM 739128106 158,070 552 SH SOLE 552 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 92,938 2,288 SH SOLE 2,288 0 0
PTC INC COM 69370C100 72,483 638 SH SOLE 638 0 0
QUANTA SVCS INC COM 74762E102 1,322,713 1,837 SH SOLE 1,837 0 0
RAMBUS INC DEL COM 750917106 106,855 805 SH SOLE 805 0 0
REDDIT INC CL A 75734B100 506,680 2,919 SH SOLE 2,919 0 0
REVVITY INC COM 714046109 94,237 847 SH SOLE 847 0 0
ROBINHOOD MKTS INC COM CL A 770700102 276,070 2,753 SH SOLE 2,753 0 0
ROCKWELL AUTOMATION INC COM 773903109 614,394 1,241 SH SOLE 1,241 0 0
ROKU INC COM CL A 77543R102 270,754 1,960 SH SOLE 1,960 0 0
RUBRIK INC. CL A 781154109 250,553 3,121 SH SOLE 3,121 0 0
S&P GLOBAL INC COM 78409V104 747,322 1,835 SH SOLE 1,835 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 58,938 1,100 SH SOLE 1,100 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1,007,639 12,130 SH SOLE 12,130 0 0
SENTINELONE INC CL A 81730H109 88,277 5,202 SH SOLE 5,202 0 0
SNAP INC CL A 83304A106 111,577 25,130 SH SOLE 25,130 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,472,630 1,972 SH SOLE 1,972 0 0
SPDR SER TR S&P DIVID ETF 78464A763 556,978 3,660 SH SOLE 3,660 0 0
STRYKER CORPORATION COM 863667101 689,814 2,191 SH SOLE 2,191 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 10,089,143 21,126 SH SOLE 21,126 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 158,062 784 SH SOLE 784 0 0
THE TRADE DESK INC COM CL A 88339J105 128,892 7,129 SH SOLE 7,129 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 949,074 1,893 SH SOLE 1,893 0 0
THOMSON REUTERS CORP. COM 884903808 349,302 4,277 SH SOLE 4,277 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 1,646,368 3,352 SH SOLE 3,352 0 0
TRIMBLE INC COM 896239100 153,181 2,993 SH SOLE 2,993 0 0
UNITY SOFTWARE INC COM 91332U101 189,199 6,620 SH SOLE 6,620 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 1,286,876 5,905 SH SOLE 5,905 0 0
VEEVA SYS INC CL A COM 922475108 439,060 2,474 SH SOLE 2,474 0 0
VERALTO CORP COM SHS 92338C103 199,263 2,247 SH SOLE 2,247 0 0
VERISK ANALYTICS INC COM 92345Y106 356,546 1,986 SH SOLE 1,986 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 1,564,613 4,673 SH SOLE 4,673 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 130,352 333 SH SOLE 333 0 0
XYLEM INC COM 98419M100 99,769 844 SH SOLE 844 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 252,501 2,933 SH SOLE 2,933 0 0
ZSCALER INC COM 98980G102 346,099 2,452 SH SOLE 2,452 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108 127,840 2,530 SH SOLE 2,530 0 0