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
AAON INC COM PAR $0.004 000360206 1,207,902 14,597 SH SOLE 14,597 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 3,575,781 31,372 SH SOLE 31,372 0 0
ALPHABET INC CAP STK CL A 02079K305 64,144,859 223,066 SH SOLE 223,066 0 0
AMAZON COM INC COM 023135106 30,057,943 144,322 SH SOLE 144,322 0 0
AMERICAN EXPRESS CO COM 025816109 6,403,199 21,169 SH SOLE 21,169 0 0
AMPHENOL CORP CL A 032095101 1,092,296 8,645 SH SOLE 8,645 0 0
APPLIED MATLS INC COM 038222105 6,721,642 19,666 SH SOLE 19,666 0 0
AUTODESK INC COM 052769106 1,130,447 4,722 SH SOLE 4,722 0 0
AUTOZONE INC COM 053332102 27,890,329 8,257 SH SOLE 8,257 0 0
AXALTA COATING SYS LTD COM G0750C108 1,333,007 48,123 SH SOLE 48,123 0 0
BANK NEW YORK MELLON CORP COM 064058100 7,807,633 65,815 SH SOLE 65,815 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,369,915 11,206 SH SOLE 11,206 0 0
BOSTON SCIENTIFIC CORP COM 101137107 7,131,224 113,645 SH SOLE 113,645 0 0
BROADCOM INC COM 11135F101 27,707,335 89,520 SH SOLE 89,520 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 5,992,822 21,567 SH SOLE 21,567 0 0
CARLISLE COS INC COM 142339100 29,038,952 87,042 SH SOLE 87,042 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 29,850,100 530,103 SH SOLE 530,103 0 0
CINTAS CORP COM 172908105 7,246,296 42,842 SH SOLE 42,842 0 0
CITIGROUP INC COM NEW 172967424 5,919,435 52,195 SH SOLE 52,195 0 0
CITIZENS FINL GROUP INC COM 174610105 6,905,246 115,145 SH SOLE 115,145 0 0
CULLEN FROST BANKERS INC COM 229899109 5,394,098 39,350 SH SOLE 39,350 0 0
CUMMINS INC COM 231021106 29,090,203 54,069 SH SOLE 54,069 0 0
DANAHER CORP DEL COM 235851102 4,733,933 24,968 SH SOLE 24,968 0 0
EBAY INC. COM 278642103 10,884,172 119,580 SH SOLE 119,580 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 6,008,108 20,523 SH SOLE 20,523 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 1,404,923 8,065 SH SOLE 8,065 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 4,391,569 176,510 SH SOLE 176,510 0 0
HUBBELL INC COM 443510607 10,172,549 20,729 SH SOLE 20,729 0 0
ICICI BANK LIMITED ADR 45104G104 57,912,607 2,236,008 SH SOLE 2,236,008 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 5,299,080 11,495 SH SOLE 11,495 0 0
IQVIA HLDGS INC COM 46266C105 3,067,503 17,987 SH SOLE 17,987 0 0
ITRON INC COM 465741106 2,371,879 26,463 SH SOLE 26,463 0 0
KLA CORP COM NEW 482480100 3,611,822 2,453 SH SOLE 2,453 0 0
LAM RESEARCH CORP COM NEW 512807306 3,341,642 15,640 SH SOLE 15,640 0 0
MARSH & MCLENNAN COS INC COM 571748102 9,527,088 54,927 SH SOLE 54,927 0 0
MARVELL TECHNOLOGY INC COM 573874104 5,146,638 51,960 SH SOLE 51,960 0 0
MASTERCARD INCORPORATED CL A 57636Q104 68,313,515 136,720 SH SOLE 136,720 0 0
MERCADOLIBRE INC COM 58733R102 4,281,054 2,476 SH SOLE 2,476 0 0
META PLATFORMS INC CL A 30303M102 6,046,842 10,569 SH SOLE 10,569 0 0
MICROSOFT CORP COM 594918104 75,101,200 202,883 SH SOLE 202,883 0 0
NVIDIA CORPORATION COM 67066G104 79,792,883 457,528 SH SOLE 457,528 0 0
POOL CORP COM 73278L105 29,430,719 145,459 SH SOLE 145,459 0 0
PROGRESSIVE CORP COM 743315103 4,522,846 22,815 SH SOLE 22,815 0 0
QXO INC COM NEW 82846H405 1,752,694 90,252 SH SOLE 90,252 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 9,130,014 30,717 SH SOLE 30,717 0 0
S&P GLOBAL INC COM 78409V104 59,345,138 139,524 SH SOLE 139,524 0 0
SALESFORCE INC COM 79466L302 29,146,467 156,139 SH SOLE 156,139 0 0
SCHEIN HENRY INC COM 806407102 2,085,047 28,291 SH SOLE 28,291 0 0
SCHWAB CHARLES CORP COM 808513105 7,369,912 78,420 SH SOLE 78,420 0 0
SERVICENOW INC COM 81762P102 3,227,877 30,874 SH SOLE 30,874 0 0
SMITH A O CORP COM 831865209 2,053,701 31,145 SH SOLE 31,145 0 0
SUNBELT RENTALS HOLDINGS INC SHS 866966104 4,663,597 98,181 SH SOLE 98,181 0 0
SYNOPSYS INC COM 871607107 2,529,146 6,379 SH SOLE 6,379 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 58,814,452 174,033 SH SOLE 174,033 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 66,045,412 134,367 SH SOLE 134,367 0 0
TYLER TECHNOLOGIES INC COM 902252105 3,998,656 11,679 SH SOLE 11,679 0 0
UBER TECHNOLOGIES INC COM 90353T100 30,135,721 418,959 SH SOLE 418,959 0 0
UNITED RENTALS INC COM 911363109 2,604,602 3,575 SH SOLE 3,575 0 0
UNITEDHEALTH GROUP INC COM 91324P102 29,211,273 107,954 SH SOLE 107,954 0 0
VERALTO CORP COM SHS 92338C103 2,324,385 26,288 SH SOLE 26,288 0 0
VISA INC COM CL A 92826C839 59,752,244 197,698 SH SOLE 197,698 0 0
WASTE CONNECTIONS INC COM 94106B101 5,512,889 33,938 SH SOLE 33,938 0 0
WATERS CORP COM 941848103 1,776,079 5,964 SH SOLE 5,964 0 0
XYLEM INC COM 98419M100 9,701,488 81,184 SH SOLE 81,184 0 0
ZOETIS INC CL A 98978V103 5,507,049 46,587 SH SOLE 46,587 0 0