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
MICROSOFT CORP COM 594918104 51,038 136,824 SH SOLE 0 51,038 0 0
ALPHABET INC-CL C COM 02079K107 46,863 132,631 SH SOLE 0 46,863 0 0
AMAZON.COM INC COM 023135106 44,755 187,780 SH SOLE 0 44,755 0 0
APPLE INC COM 037833100 40,022 138,312 SH SOLE 0 40,022 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839 34,003 99,109 SH SOLE 0 34,003 0 0
NVIDIA CORP COM 67066G104 30,574 152,801 SH SOLE 0 30,574 0 0
MOODY'S CORP COM 615369105 23,217 51,260 SH SOLE 0 23,217 0 0
TEXAS INSTRUMENTS INC COM 882508104 21,743 72,946 SH SOLE 0 21,743 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305 21,101 59,044 SH SOLE 0 21,101 0 0
COSTCO WHOLESALE CORP COM 22160K105 17,458 18,662 SH SOLE 0 17,458 0 0
DANAHER CORP COM 235851102 17,402 91,357 SH SOLE 0 17,402 0 0
SERVICENOW INC COM 81762P102 16,497 166,167 SH SOLE 0 16,497 0 0
AUTOZONE INC COM 053332102 15,628 4,890 SH SOLE 0 15,628 0 0
ELEVANCE HEALTH INC COM 036752103 15,235 39,394 SH SOLE 0 15,235 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 15,186 167,876 SH SOLE 0 15,186 0 0
MERCADOLIBRE INC COM 58733R102 14,239 8,389 SH SOLE 0 14,239 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 13,940 28,381 SH SOLE 0 13,940 0 0
JPMORGAN CHASE & CO COM 46625H100 13,278 40,566 SH SOLE 0 13,278 0 0
COPART INC COM 217204106 13,217 468,837 SH SOLE 0 13,217 0 0
FERGUSON ENTERPRISES INC SHS 31488V107 12,970 54,649 SH SOLE 0 12,970 0 0
LINDE PLC SHS G54950103 12,804 24,673 SH SOLE 0 12,804 0 0
MARSH & MCLENNAN COS COM 571748102 12,086 72,512 SH SOLE 0 12,086 0 0
BROADCOM INC COM 11135F101 11,829 31,315 SH SOLE 0 11,829 0 0
NASDAQ INC COM 631103108 11,518 146,127 SH SOLE 0 11,518 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 11,209 91,045 SH SOLE 0 11,209 0 0
EATON CORP PLC SHS G29183103 10,788 25,317 SH SOLE 0 10,788 0 0
TAIWAN SEMICONDUCTOR-SP ADR SPONSORED ADS 874039100 10,675 22,353 SH SOLE 0 10,675 0 0
S&P GLOBAL INC COM 78409V104 10,644 26,136 SH SOLE 0 10,644 0 0
PNC FINANCIAL SERVICES GROUP COM 693475105 9,797 39,789 SH SOLE 0 9,797 0 0
ASML HOLDING NV-NY REG SHS N Y REGISTRY SHS N07059210 8,029 4,036 SH SOLE 0 8,029 0 0
CDW CORP/DE COM 12514G108 8,028 57,083 SH SOLE 0 8,028 0 0
LAMAR ADVERTISING CO-A CL A 512816109 7,404 47,467 SH SOLE 0 7,404 0 0
EMERSON ELECTRIC CO COM 291011104 6,715 46,909 SH SOLE 0 6,715 0 0
AMERICAN TOWER CORP COM 03027X100 5,898 36,056 SH SOLE 0 5,898 0 0
BROWN & BROWN INC COM 115236101 5,071 79,052 SH SOLE 0 5,071 0 0
MASTERCARD INC - A CL A 57636Q104 4,625 9,005 SH SOLE 0 4,625 0 0
CME GROUP INC SHS 12572Q105 3,142 14,227 SH SOLE 0 3,142 0 0
LAM RESEARCH CORP COM NEW 512807306 3,124 7,209 SH SOLE 0 3,124 0 0
ADVANCED MICRO DEVICES COM 007903107 2,083 3,585 SH SOLE 0 2,083 0 0
ARISTA NETWORKS INC COM SHS 040413205 1,841 10,840 SH SOLE 0 1,841 0 0
WATTS WATER TECHNOLOGIES-A CL A 942749102 1,293 3,304 SH SOLE 0 1,293 0 0
STEVANATO GROUP SPA ORD SHS T9224W109 1,188 65,750 SH SOLE 0 1,188 0 0
TETRA TECH INC COM 88162G103 1,109 38,372 SH SOLE 0 1,109 0 0
WASTE MANAGEMENT INC COM 94106L109 1,075 4,825 SH SOLE 0 1,075 0 0
SERVICETITAN INC-A COM 81764X103 1,059 14,973 SH SOLE 0 1,059 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 1,049 8,525 SH SOLE 0 1,049 0 0
WORKIVA INC COM CL A 98139A105 977 20,149 SH SOLE 0 977 0 0
DEERE & CO COM 244199105 972 1,532 SH SOLE 0 972 0 0
XPEL INC COM 98379L100 925 18,649 SH SOLE 0 925 0 0
API GROUP CORP COM STK 00187Y100 911 21,502 SH SOLE 0 911 0 0
KINSALE CAPITAL GROUP INC COM 49714P108 888 2,692 SH SOLE 0 888 0 0
FEDERAL SIGNAL CORP COM 313855108 877 6,827 SH SOLE 0 877 0 0
FLOOR & DECOR HOLDINGS INC-A CL A 339750101 860 14,483 SH SOLE 0 860 0 0
LINCOLN ELECTRIC HOLDINGS COM 533900106 858 3,233 SH SOLE 0 858 0 0
NOVA LTD COM M7516K103 855 1,574 SH SOLE 0 855 0 0
ECOLAB INC COM 278865100 797 2,859 SH SOLE 0 797 0 0
KADANT INC COM 48282T104 772 2,458 SH SOLE 0 772 0 0
SIMPSON MANUFACTURING CO INC COM 829073105 702 3,354 SH SOLE 0 702 0 0
WINMARK CORP COM 974250102 666 1,573 SH SOLE 0 666 0 0
MONOLITHIC POWER SYSTEMS INC COM 609839105 650 470 SH SOLE 0 650 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 621 16,457 SH SOLE 0 621 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 585 5,113 SH SOLE 0 585 0 0
MCDONALD'S CORP COM 580135101 574 2,124 SH SOLE 0 574 0 0
FIVE BELOW COM 33829M101 553 3,077 SH SOLE 0 553 0 0
TOPBUILD CORP COM 89055F103 550 1,550 SH SOLE 0 550 0 0
QUEST DIAGNOSTICS INC COM 74834L100 540 2,548 SH SOLE 0 540 0 0
GRACO INC COM 384109104 539 7,125 SH SOLE 0 539 0 0
HOME DEPOT INC COM 437076102 537 1,522 SH SOLE 0 537 0 0
AAON INC COM PAR 40.004 000360206 521 4,103 SH SOLE 0 521 0 0
DARLING INGREDIENTS INC COM 237266101 486 8,901 SH SOLE 0 486 0 0
BANK OF HAWAII CORP COM 062540109 469 5,752 SH SOLE 0 469 0 0
INSULET CORP COM 45784P101 436 2,866 SH SOLE 0 436 0 0
NU HOLDINGS LTD/CAYMAN ISL-A ORD SHS CL A G6683N103 422 31,557 SH SOLE 0 422 0 0
XYLEM INC COM 98419M100 398 3,371 SH SOLE 0 398 0 0
FIRST WATCH RESTAURANT GROUP COM 33748L101 375 29,117 SH SOLE 0 375 0 0
INTERACTIVE BROKERS GRO-CL A COM CL A 45841N107 366 4,208 SH SOLE 0 366 0 0
WISE GROUP PLC-CL A ORD SHS CLASS A G9723Y105 345 28,999 SH SOLE 0 345 0 0
HUBBELL INC COM 443510607 325 621 SH SOLE 0 325 0 0
MOBILITY GLOBAL INC COM SHS 60744M106 324 14,691 SH SOLE 0 324 0 0
PROCTER & GAMBLE CO/THE COM 742718109 304 2,076 SH SOLE 0 304 0 0
ABBVIE INC COM 00287Y109 303 1,204 SH SOLE 0 303 0 0
PEPSICO INC COM 713448108 284 2,101 SH SOLE 0 284 0 0
WAL-MART STORES INC COM 931142103 283 2,500 SH SOLE 0 283 0 0
COLGATE-PALMOLIVE CO COM 194162103 279 3,047 SH SOLE 0 279 0 0
CADENCE DESIGN SYS INC COM 127387108 269 717 SH SOLE 0 269 0 0
BECTON DICKINSON AND CO COM 075887109 262 1,732 SH SOLE 0 262 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 254 506 SH SOLE 0 254 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 218 5,137 SH SOLE 0 218 0 0
STRYKER CORP COM 863667101 214 681 SH SOLE 0 214 0 0
SHERWIN-WILLIAMS CO/THE COM 824348106 213 620 SH SOLE 0 213 0 0
CENCORA INC COM 03073E105 212 748 SH SOLE 0 212 0 0
VERISIGN INC COM 92343E102 206 819 SH SOLE 0 206 0 0