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
APPLE INC COM 037833100 45,140,160 156,000 SH SOLE 156,000 0 0
AUTODESK INC COM 052769106 6,873,330 35,353 SH SOLE 35,353 0 0
GALLAGHER ARTHUR J & CO COM 363576109 6,260,144 27,269 SH SOLE 27,269 0 0
ALIGN TECHNOLOGY INC COM 016255101 9,270,566 54,966 SH SOLE 54,966 0 0
AMAZON COM INC COM 023135106 26,351,824 110,564 SH SOLE 110,564 0 0
BROADCOM INC COM 11135F101 15,928,962 42,168 SH SOLE 42,168 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 23,995,000 250,000 SH SOLE 250,000 0 0
BAIDU INC SPON ADR REP A 056752108 2,057,220 18,000 SH SOLE 18,000 0 0
BOOKING HOLDINGS INC COM 09857L108 5,731,842 32,158 SH SOLE 32,158 0 0
CORPAY INC COM SHS 219948106 15,624,697 46,883 SH SOLE 46,883 0 0
ISHARES TR MSCI EAFE ETF 464287465 20,655,915 198,844 SH SOLE 198,844 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 16,375,695 42,344 SH SOLE 42,344 0 0
ISHARES INC MSCI CDA ETF 464286509 1,015,905 17,625 SH SOLE 17,625 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106 1,406,100 15,000 SH SOLE 15,000 0 0
ALPHABET INC CAP STK CL C 02079K107 32,827,184 92,908 SH SOLE 92,908 0 0
ALPHABET INC CAP STK CL A 02079K305 35,386,777 99,020 SH SOLE 99,020 0 0
IQVIA HLDGS INC COM 46266C105 12,857,245 66,542 SH SOLE 66,542 0 0
MEDTRONIC PLC SHS G5960L103 14,419,119 184,317 SH SOLE 184,317 0 0
META PLATFORMS INC CL A 30303M102 8,537,223 15,156 SH SOLE 15,156 0 0
MICROSOFT CORP COM 594918104 25,171,390 67,480 SH SOLE 67,480 0 0
NETEASE COM INC SPONSORED ADS 64110W102 10,251,200 80,000 SH SOLE 80,000 0 0
NVIDIA CORPORATION COM 67066G104 30,573,352 152,798 SH SOLE 152,798 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 19,968,960 261,785 SH SOLE 261,785 0 0
PHILIP MORRIS INTL INC COM 718172109 3,421,008 18,910 SH SOLE 18,910 0 0
QUALCOMM INC COM 747525103 12,699,508 68,724 SH SOLE 68,724 0 0
SYNOPSYS INC COM 871607107 14,408,507 32,301 SH SOLE 32,301 0 0
TAL ED GROUP SPONSORED ADS 874080104 1,339,800 140,000 SH SOLE 140,000 0 0
TRIP COM GROUP LTD ADS 89677Q107 796,800 20,000 SH SOLE 20,000 0 0
TESLA INC COM 88160R101 58,421,340 138,900 SH SOLE 138,900 0 0
UNITEDHEALTH GROUP INC COM 91324P102 12,867,905 30,960 SH SOLE 30,960 0 0
VISA INC COM CL A 92826C839 23,978,560 69,890 SH SOLE 69,890 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 57,289,569 83,414 SH SOLE 83,414 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 357,031 1,366 SH SOLE 1,366 0 0
EXXON MOBIL CORP COM 30231G102 7,497,451 54,838 SH SOLE 54,838 0 0
ZOETIS INC CL A 98978V103 8,747,159 121,725 SH SOLE 121,725 0 0
API GROUP CORP COM STK 00187Y100 11,288,138 266,544 SH SOLE 266,544 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 9,408,436 76,423 SH SOLE 76,423 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 15,621,751 77,485 SH SOLE 77,485 0 0
UNITED RENTALS INC COM 911363109 2,272,577 2,006 SH SOLE 2,006 0 0
CONOCOPHILLIPS COM 20825C104 13,560,646 130,441 SH SOLE 130,441 0 0
PTC INC COM 69370C100 3,354,108 29,523 SH SOLE 29,523 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 11,170,174 24,329 SH SOLE 24,329 0 0
US BANCORP COM NEW 902973304 14,036,658 232,395 SH SOLE 232,395 0 0
UBER TECHNOLOGIES INC COM 90353T100 5,341,788 74,027 SH SOLE 74,027 0 0
WELLS FARGO & CO COM 949746101 11,752,648 142,215 SH SOLE 142,215 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 10,502,761 164,080 SH SOLE 164,080 0 0
SALESFORCE INC COM 79466L302 5,756,158 36,743 SH SOLE 36,743 0 0
ORACLE CORP COM 68389X105 4,357,078 29,731 SH SOLE 29,731 0 0
CITIZENS FINL GROUP INC COM 174610105 16,743,787 238,958 SH SOLE 238,958 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 21,002,260 21,764 SH SOLE 21,764 0 0
PPL CORP COM 69351T106 6,771,024 186,273 SH SOLE 186,273 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106 1,930,500 150,000 SH SOLE 150,000 0 0
BROWN & BROWN INC COM 115236101 9,631,224 150,136 SH SOLE 150,136 0 0
BLOOM ENERGY CORP COM CL A 093712107 8,938,731 29,530 SH SOLE 29,530 0 0
AVANTOR INC COM 05352A100 5,791,579 585,008 SH SOLE 585,008 0 0
LUMENTUM HLDGS INC COM 55024U109 48,414,319 56,423 SH SOLE 56,423 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 43,426,395 90,932 SH SOLE 90,932 0 0
MICRON TECHNOLOGY INC COM 595112103 67,648,320 58,606 SH SOLE 58,606 0 0
HIGH TEMPLAR TECHNOLOGY LTD SPON ADS 747798106 3,328,000 1,300,000 SH SOLE 1,300,000 0 0
QXO INC COM NEW 82846H405 18,599,017 1,076,332 SH SOLE 1,076,332 0 0
AMERICAN TOWER CORP COM 03027X100 4,347,363 26,578 SH SOLE 26,578 0 0
LOCKHEED MARTIN CORP COM 539830109 13,062,045 25,639 SH SOLE 25,639 0 0
NOVABRIDGE BIOSCIENCES SPONSORED ADS 44975P103 333,315 170,931 SH SOLE 170,931 0 0
KEURIG DR PEPPER INC COM 49271V100 18,970,373 579,602 SH SOLE 579,602 0 0
LPL FINL HLDGS INC COM 50212V100 7,398,325 26,265 SH SOLE 26,265 0 0
EATON CORP PLC SHS G29183103 16,174,663 37,958 SH SOLE 37,958 0 0
TEXAS INSTRS INC COM 882508104 9,428,252 31,631 SH SOLE 31,631 0 0
CENTERPOINT ENERGY INC COM 15189T107 14,253,942 323,659 SH SOLE 323,659 0 0
AURORA INNOVATION INC CLASS A COM 051774107 11,158,979 1,636,214 SH SOLE 1,636,214 0 0
AECOM COM 00766T100 3,454,821 49,496 SH SOLE 49,496 0 0
ALLEGION PLC ORD SHS G0176J109 11,741,171 83,573 SH SOLE 83,573 0 0
SPX TECHNOLOGIES INC COM 78473E103 11,430,561 46,623 SH SOLE 46,623 0 0
DELL TECHNOLOGIES INC CL C 24703L202 7,503,952 17,392 SH SOLE 17,392 0 0
ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS 04965M106 2,162,400 68,000 SH SOLE 68,000 0 0
ATI INC COM 01741R102 4,337,186 22,005 SH SOLE 22,005 0 0
NOKIA CORP SPONSORED ADR 654902204 1,031,404 77,666 SH SOLE 77,666 0 0
ADVANCED MICRO DEVICES INC COM 007903107 3,027,703 5,212 SH SOLE 5,212 0 0