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
AMAZON COM INC COM 023135106 3,806,290 15,970 SH DFND 2 15,970 0 0
AGNICO EAGLE MINES LTD COM 008474108 3,725,847 16,908 SH DFND 2 16,908 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 2,899,327 6,071 SH DFND 2 6,071 0 0
CAMECO CORP COM 13321L108 2,513,176 17,385 SH DFND 2 17,385 0 0
CATERPILLAR INC COM 149123101 2,365,143 2,221 SH DFND 2 2,221 0 0
JPMORGAN CHASE & CO COM 46625H100 2,602,928 7,952 SH DFND 2 7,952 0 0
EBAY INC. COM 278642103 1,896,398 16,970 SH DFND 2 16,970 0 0
EXXON MOBIL CORP COM 30231G102 3,207,998 23,464 SH DFND 2 23,464 0 0
NVIDIA CORPORATION COM 67066G104 2,233,805 11,164 SH DFND 2 11,164 0 0
KLA CORP COM NEW 482480100 3,078,649 10,204 SH DFND 2 10,204 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 2,717,961 30,046 SH DFND 2 30,046 0 0
MICROSOFT CORP COM 594918104 2,593,235 6,952 SH DFND 2 6,952 0 0
ORACLE CORP COM 68389X105 2,256,284 15,396 SH DFND 2 15,396 0 0
PAN AMERN SILVER CORP COM 697900108 2,542,373 39,987 SH DFND 2 39,987 0 0
NETFLIX INC. COM 64110L106 2,159,707 30,248 SH DFND 2 30,248 0 0
UNITEDHEALTH GROUP INC COM 91324P102 2,628,028 6,323 SH DFND 2 6,323 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,216,822 25,469 SH DFND 2 25,469 0 0
MOSAIC CO COM 61945C103 2,294,178 108,267 SH DFND 2 108,267 0 0
META PLATFORMS INC CL A 30303M102 2,525,229 4,483 SH DFND 2 4,483 0 0
SERVICENOW INC COM 81762P102 2,601,335 26,202 SH DFND 2 26,202 0 0
ABBVIE INC COM 00287Y109 2,687,767 10,681 SH DFND 2 10,681 0 0
BAKER HUGHES COMPANY CL A 05722G100 3,148,460 56,729 SH DFND 2 56,729 0 0
BROADCOM INC COM 11135F101 2,632,540 6,969 SH DFND 2 6,969 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 824,764 4,323 SH DFND 2 4,323 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,223,473 16,955 SH DFND 2 16,955 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 2,329,951 8,018 SH DFND 2 8,018 0 0
ARISTA NETWORKS INC COM SHS 040413205 2,711,455 15,961 SH DFND 2 15,961 0 0
RTX CORPORATION COM 75513E101 2,386,803 12,580 SH DFND 2 12,580 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 1,504,880 10,294 SH DFND 2 10,294 0 0
REDDIT INC CL A 75734B100 1,907,123 10,987 SH DFND 2 10,987 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 2,034,025 17,434 SH DFND 2 17,434 0 0
ANGLOGOLD ASHANTI PLC COM SHS G0378L100 2,743,223 33,913 SH DFND 2 33,913 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 2,559,165 15,772 SH DFND 2 15,772 0 0
ALPHABET INC CAP STK CL C 02079K107 3,635,412 10,289 SH DFND 2 10,289 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 40,295,924 84,377 SH SOLE 84,377 0 0
ARISTA NETWORKS INC COM SHS 040413205 21,188,113 124,724 SH SOLE 124,724 0 0
BOOKING HOLDINGS INC COM 09857L108 21,334,080 119,693 SH SOLE 119,693 0 0
BROADCOM INC COM 11135F101 27,146,248 71,863 SH SOLE 71,863 0 0
LAM RESEARCH CORP COM NEW 512807306 20,306,277 46,861 SH SOLE 46,861 0 0
LINDE PLC SHS G54950103 22,243,325 42,863 SH SOLE 42,863 0 0
UBER TECHNOLOGIES INC COM 90353T100 12,518,533 173,483 SH SOLE 173,483 0 0
FERRARI N V COM N3167Y103 26,929,597 72,335 SH SOLE 72,335 0 0
ALPHABET INC CAP STK CL A 02079K305 31,260,941 87,475 SH SOLE 87,475 0 0
AMAZON COM INC COM 023135106 36,532,279 153,278 SH SOLE 153,278 0 0
APPLE INC COM 037833100 27,278,546 94,272 SH SOLE 94,272 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,536,506 41,041 SH SOLE 41,041 0 0
CUMMINS INC COM 231021106 25,309,683 35,487 SH SOLE 35,487 0 0
ELI LILLY & CO COM 532457108 41,213,614 34,361 SH SOLE 34,361 0 0
EMCOR GROUP INC COM 29084Q100 16,945,320 20,419 SH SOLE 20,419 0 0
FASTENAL CO COM 311900104 21,491,888 447,468 SH SOLE 447,468 0 0
JOHNSON & JOHNSON COM 478160104 18,218,284 71,734 SH SOLE 71,734 0 0
JPMORGAN CHASE & CO COM 46625H100 30,115,015 92,002 SH SOLE 92,002 0 0
LOCKHEED MARTIN CORP COM 539830109 25,233,044 49,529 SH SOLE 49,529 0 0
MCKESSON CORP COM 58155Q103 21,297,342 28,186 SH SOLE 28,186 0 0
META PLATFORMS INC CL A 30303M102 15,122,647 26,847 SH SOLE 26,847 0 0
MICROSOFT CORP COM 594918104 32,960,793 88,362 SH SOLE 88,362 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 13,227,362 137,613 SH SOLE 137,613 0 0
NETFLIX INC. COM 64110L106 4,778,588 66,927 SH SOLE 66,927 0 0
NVIDIA CORPORATION COM 67066G104 43,923,957 219,521 SH SOLE 219,521 0 0
PEPSICO INC COM 713448108 17,375,476 128,327 SH SOLE 128,327 0 0
PHILIP MORRIS INTL INC COM 718172109 16,333,459 90,285 SH SOLE 90,285 0 0
PROCTER & GAMBLE CO COM 742718109 26,328,332 179,544 SH SOLE 179,544 0 0
S&P GLOBAL INC COM 78409V104 11,570,168 30,036 SH SOLE 30,036 0 0
SERVICENOW INC COM 81762P102 3,059,214 30,814 SH SOLE 30,814 0 0
STRYKER CORPORATION COM 863667101 9,136,657 29,020 SH SOLE 29,020 0 0
VISA INC COM CL A 92826C839 24,838,687 72,397 SH SOLE 72,397 0 0
WASTE MGMT INC DEL COM 94106L109 25,315,825 113,585 SH SOLE 113,585 0 0
BLACKROCK INC COM 09290D101 6,111,675 6,356 SH SOLE 6,356 0 0
ALPHABET INC CAP STK CL C 02079K107 21,478,577 60,789 SH SOLE 60,789 0 0
EOG RES INC COM 26875P101 4,601,393 35,469 SH SOLE 35,469 0 0
ORACLE CORP COM 68389X105 5,378,238 36,699 SH SOLE 36,699 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 6,430,440 71,086 SH SOLE 71,086 0 0
GILEAD SCIENCES INC COM 375558103 6,385,729 50,544 SH SOLE 50,544 0 0
MONOLITHIC PWR SYS INC COM 609839105 6,711,358 4,855 SH SOLE 4,855 0 0