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
3M CO COM 88579Y101 13,046,060 80,576 SH SOLE 80,576 0 0
ABBOTT LABORATORIES COM 002824100 6,171,772 68,016 SH SOLE 68,016 0 0
ABBVIE INC COM 00287Y109 11,460,189 45,542 SH SOLE 45,542 0 0
ADOBE INC COM 00724F101 469,701 2,291 SH SOLE 2,291 0 0
ADVANCED MICRO DEVICES INC COM 007903107 6,986,605 12,027 SH SOLE 12,027 0 0
AEROVIRONMENT INC COM 008073108 2,476,050 15,000 SH SOLE 15,000 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104 1,298,850 35,000 SH SOLE 35,000 0 0
AIRBNB INC COM CL A 009066101 691,745 4,834 SH SOLE 4,834 0 0
ALLIENT INC COM 019330109 3,993,684 38,800 SH SOLE 38,800 0 0
AMAZON COM INC COM 023135106 183,441,241 769,662 SH SOLE 763,798 0 5,864
AMERICAN TOWER CORP COM 03027X100 3,637,470 22,238 SH SOLE 22,238 0 0
AMPHENOL CORP CL A 032095101 553,992,856 3,141,974 SH SOLE 3,117,139 0 24,835
APPLE INC COM 037833100 42,040,825 145,289 SH SOLE 145,289 0 0
APPLOVIN CORP COM CL A 03831W108 7,419,312 14,400 SH SOLE 14,400 0 0
ARMATA PHARMACEUTICALS INC COM 04216R102 518,400 80,000 SH SOLE 80,000 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 2,037,750 25,000 SH SOLE 25,000 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 860,858,540 432,714 SH SOLE 429,374 0 3,340
AXON ENTERPRISE INC COM 05464C101 630,504,052 1,124,675 SH SOLE 1,115,815 0 8,860
BANK OF NY MELLON CORP COM 064058100 4,295,495 29,704 SH SOLE 29,704 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 2,246,550 3 SH SOLE 3 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,388,361 4,773 SH SOLE 4,773 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 572,200 10,000 SH SOLE 10,000 0 0
BLACKSTONE INC COM 09260D107 171,911,046 1,460,959 SH SOLE 1,450,108 0 10,851
BRISTOL-MYERS SQUIBB CO COM 110122108 1,240,098 21,522 SH SOLE 21,522 0 0
BROADCOM INC COM 11135F101 739,647,721 1,958,035 SH SOLE 1,943,006 0 15,029
SCHWAB CHARLES CORP COM 808513105 322,945 3,500 SH SOLE 3,500 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 462,672 13,608 SH SOLE 13,608 0 0
CISCO SYS INC COM 17275R102 3,142,172 26,751 SH SOLE 26,751 0 0
CME GROUP INC COM 12572Q105 6,190,307 28,032 SH SOLE 28,032 0 0
COCA COLA CO COM 191216100 1,683,996 20,721 SH SOLE 20,721 0 0
COLGATE PALMOLIVE CO COM 194162103 54,276,669 592,023 SH SOLE 592,023 0 0
DELL TECHNOLOGIES INC CL C 24703L202 4,314,600 10,000 SH SOLE 10,000 0 0
DIGITAL RLTY TR INC COM 253868103 4,996,993 27,826 SH SOLE 27,826 0 0
DISNEY WALT CO COM 254687106 443,039 4,603 SH SOLE 4,603 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 797,707 6,302 SH SOLE 6,302 0 0
EATON VANCE TX ADV GLBL DIV COM 27828S101 1,930,280 82,000 SH SOLE 82,000 0 0
ELI LILLY & CO COM 532457108 466,130,883 388,627 SH SOLE 385,637 0 2,990
EQUINIX INC COM 29444U700 9,670,252 9,277 SH SOLE 9,277 0 0
LAUDER ESTEE COS INC CL A 518439104 429,014 5,434 SH SOLE 5,434 0 0
EXXON MOBIL CORP COM 30231G102 1,166,085 8,529 SH SOLE 8,529 0 0
FAIR ISAAC CORP COM 303250104 409,592,090 342,818 SH SOLE 340,206 0 2,612
FERRARI N V COM N3167Y103 372,290 1,000 SH SOLE 1,000 0 0
FREEPORT MCMORAN INC CL B 35671D857 900,522 14,319 SH SOLE 14,319 0 0
GILEAD SCIENCES INC COM 375558103 3,516,927 27,837 SH SOLE 27,837 0 0
GINKGO BIOWORKS HOLDINGS INC CL A NEW 37611X209 495,500 50,000 SH SOLE 50,000 0 0
GRAIL INC COM 384747101 341,350 5,000 SH SOLE 5,000 0 0
HOME DEPOT INC COM 437076102 274,032 777 SH SOLE 777 0 0
INTUIT COM 461202103 2,368,314 9,074 SH SOLE 9,074 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 414,759,958 1,042,949 SH SOLE 1,034,768 0 8,181
ISHARES TR SELECT DIVID ETF 464287168 8,584,934 54,926 SH SOLE 54,926 0 0
JPMORGAN CHASE & CO COM 46625H100 4,029,760 12,311 SH SOLE 12,311 0 0
JOHNSON & JOHNSON COM 478160104 4,665,683 18,371 SH SOLE 18,371 0 0
KIMBERLY-CLARK CORP COM 494368103 1,207,470 11,000 SH SOLE 11,000 0 0
LINDE PLC SHS G54950103 185,268,326 357,013 SH SOLE 354,232 0 2,781
LITHIUM AMERS CORP NEW COM SHS 53681J103 385,000 100,000 SH SOLE 100,000 0 0
LITHIUM ARGENTINA AG COM SHS H5012F103 413,500 50,000 SH SOLE 50,000 0 0
MERCK & CO INC COM 58933Y105 991,763 7,718 SH SOLE 7,718 0 0
META PLATFORMS INC CL A 30303M102 8,026,882 14,250 SH SOLE 14,250 0 0
MICROSOFT CORP COM 594918104 1,266,030 3,394 SH SOLE 3,394 0 0
MOOG INC CL B 615394301 3,075,552 7,200 SH SOLE 7,200 0 0
MSCI INC COM 55354G100 371,921,444 664,098 SH SOLE 658,994 0 5,104
NETFLIX INC. COM 64110L106 414,787,447 5,809,348 SH SOLE 5,765,101 0 44,247
NEXTERA ENERGY INC COM 65339F101 2,317,128 26,400 SH SOLE 26,400 0 0
NVIDIA CORPORATION COM 67066G104 916,914,026 4,582,508 SH SOLE 4,552,021 0 30,487
PEPSICO INC COM 713448108 2,827,287 20,881 SH SOLE 20,881 0 0
PFIZER INC COM 717081103 1,978,870 82,179 SH SOLE 82,179 0 0
PROCTER & GAMBLE CO COM 742718109 322,608 2,200 SH SOLE 2,200 0 0
PROLOGIS INC. COM 74340W103 6,068,379 44,795 SH SOLE 44,795 0 0
PROTHENA CORP PLC SHS G72800108 489,500 50,000 SH SOLE 50,000 0 0
QXO INC COM NEW 82846H405 691,200 40,000 SH SOLE 40,000 0 0
REDDIT INC CL A 75734B100 287,243,308 1,654,818 SH SOLE 1,642,129 0 12,689
SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 7,763,840 171,236 SH SOLE 171,236 0 0
SEER INC COM CL A 81578P106 332,000 200,000 SH SOLE 200,000 0 0
SERVICENOW INC COM 81762P102 614,642 6,191 SH SOLE 6,191 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 468,944,682 4,107,065 SH SOLE 4,073,860 0 33,205
SOLVENTUM CORP COM SHS 83444M101 4,984,739 64,611 SH SOLE 64,611 0 0
S&P GLOBAL INC COM 78409V104 64,963,265 159,513 SH SOLE 158,461 0 1,052
SPDR GOLD TR GOLD SHS 78463V107 656,085 1,781 SH SOLE 1,781 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 8,174,891 10,947 SH SOLE 8,875 0 2,072
SPOTIFY TECHNOLOGY S A SHS L8681T102 341,358,105 743,489 SH SOLE 737,967 0 5,522
SYNOPSYS INC COM 871607107 547,757,901 1,227,964 SH SOLE 1,218,024 0 9,940
SYSCO CORP COM 871829107 2,936,667 35,136 SH SOLE 35,136 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 3,151,962 6,600 SH SOLE 6,600 0 0
TESLA INC COM 88160R101 195,691,300 465,267 SH SOLE 461,673 0 3,594
TRANSDIGM GROUP INC COM 893641100 370,626,810 278,240 SH SOLE 277,050 0 1,190
UBER TECHNOLOGIES INC COM 90353T100 490,977 6,804 SH SOLE 6,804 0 0
VERALTO CORP COM SHS 92338C103 1,303,596 14,700 SH SOLE 14,700 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 263,765,120 531,003 SH SOLE 527,081 0 3,922
VISA INC COM CL A 92826C839 545,142,906 1,588,921 SH SOLE 1,576,000 0 12,921
WASTE MGMT INC DEL COM 94106L109 445,760 2,000 SH SOLE 2,000 0 0