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
ADVANCED MICRO DEVICES INC COM 007903107 4,873,254 8,389 SH SOLE 8,389 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 3,947,575 29,719 SH SOLE 29,719 0 0
ALPHABET INC CAP STK CL A 02079K305 89,275,672 249,813 SH SOLE 249,813 0 0
AMAZON COM INC COM 023135106 46,131,899 193,555 SH SOLE 193,555 0 0
AMERICAN EXPRESS CO COM 025816109 8,043,585 23,780 SH SOLE 23,780 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,366,853 10,388 SH SOLE 10,388 0 0
AMPHENOL CORP CL A 032095101 41,975,973 238,067 SH SOLE 238,067 0 0
APPLE INC COM 037833100 22,316,022 77,122 SH SOLE 77,122 0 0
APPLIED MATLS INC COM 038222105 6,059,463 8,381 SH SOLE 8,381 0 0
APPLOVIN CORP COM CL A 03831W108 725,444 1,408 SH SOLE 1,408 0 0
ARISTA NETWORKS INC COM SHS 040413205 1,465,725 8,628 SH SOLE 8,628 0 0
AUTODESK INC COM 052769106 2,390,005 12,293 SH SOLE 12,293 0 0
AUTOZONE INC COM 053332102 31,495,989 9,855 SH SOLE 9,855 0 0
AXALTA COATING SYS LTD COM G0750C108 2,073,184 60,584 SH SOLE 60,584 0 0
BANK OF NY MELLON CORP COM 064058100 9,802,244 67,784 SH SOLE 67,784 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,668,477 15,325 SH SOLE 15,325 0 0
BOEING CO COM 097023105 1,178,896 5,446 SH SOLE 5,446 0 0
BOOKING HOLDINGS INC COM 09857L108 1,503,811 8,437 SH SOLE 8,437 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,111,216 26,036 SH SOLE 26,036 0 0
BROADCOM INC COM 11135F101 40,425,672 107,017 SH SOLE 107,017 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 2,584,078 6,885 SH SOLE 6,885 0 0
CARLISLE COS INC COM 142339100 30,589,982 84,328 SH SOLE 84,328 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,114,265 4,662 SH SOLE 4,662 0 0
CIENA CORP COM NEW 171779309 808,443 1,648 SH SOLE 1,648 0 0
CINTAS CORP COM 172908105 3,793,634 22,305 SH SOLE 22,305 0 0
CITIGROUP INC COM NEW 172967424 7,903,961 56,473 SH SOLE 56,473 0 0
CITIZENS FINL GROUP INC COM 174610105 1,683,712 24,029 SH SOLE 24,029 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 2,373,678 410,671 SH SOLE 410,671 0 0
CONSTELLATION ENERGY CORP COM 21037T109 789,320 3,178 SH SOLE 3,178 0 0
CORNING INC COM 219350105 1,776,516 6,955 SH SOLE 6,955 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 2,092,646 2,237 SH SOLE 2,237 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,343,890 1,761 SH SOLE 1,761 0 0
CUMMINS INC COM 231021106 33,432,432 46,876 SH SOLE 46,876 0 0
DEERE & CO COM 244199105 2,747,283 4,331 SH SOLE 4,331 0 0
EBAY INC. COM 278642103 1,034,358 9,256 SH SOLE 9,256 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 9,198,760 23,786 SH SOLE 23,786 0 0
ELI LILLY & CO COM 532457108 5,568,953 4,643 SH SOLE 4,643 0 0
FORTINET INC COM 34959E109 937,696 6,104 SH SOLE 6,104 0 0
GE AEROSPACE COM NEW 369604301 2,878,842 7,703 SH SOLE 7,703 0 0
GE VERNOVA INC COM 36828A101 1,979,639 1,685 SH SOLE 1,685 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 27,880,437 27,567 SH SOLE 27,567 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 861,379 33,348 SH SOLE 33,348 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,176,438 3,560 SH SOLE 3,560 0 0
HUBBELL INC COM 443510607 3,780,120 7,225 SH SOLE 7,225 0 0
ICICI BANK LIMITED ADR 45104G104 65,121,606 2,243,252 SH SOLE 2,243,252 0 0
IDEXX LABS INC COM 45168D104 976,546 1,855 SH SOLE 1,855 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 1,333,819 3,354 SH SOLE 3,354 0 0
IQVIA HLDGS INC COM 46266C105 4,495,263 23,265 SH SOLE 23,265 0 0
ITRON INC COM 465741106 2,058,808 23,793 SH SOLE 23,793 0 0
KLA CORP COM NEW 482480100 9,070,006 30,062 SH SOLE 30,062 0 0
LAM RESEARCH CORP COM NEW 512807306 3,278,141 7,565 SH SOLE 7,565 0 0
MARRIOTT INTL INC NEW CL A 571903202 1,187,370 3,204 SH SOLE 3,204 0 0
MARSH & MCLENNAN COS INC COM 571748102 7,817,156 46,902 SH SOLE 46,902 0 0
MARVELL TECHNOLOGY INC COM 573874104 4,023,302 13,506 SH SOLE 13,506 0 0
MASTERCARD INCORPORATED CL A 57636Q104 63,815,314 124,251 SH SOLE 124,251 0 0
MCKESSON CORP COM 58155Q103 1,307,188 1,730 SH SOLE 1,730 0 0
MERCADOLIBRE INC COM 58733R102 2,165,870 1,276 SH SOLE 1,276 0 0
META PLATFORMS INC CL A 30303M102 6,908,189 12,264 SH SOLE 12,264 0 0
MICRON TECHNOLOGY INC COM 595112103 58,875,716 51,006 SH SOLE 51,006 0 0
MICROSOFT CORP COM 594918104 61,552,030 165,010 SH SOLE 165,010 0 0
NETFLIX INC. COM 64110L106 2,058,533 28,831 SH SOLE 28,831 0 0
NEXTERA ENERGY INC COM 65339F101 2,314,934 26,375 SH SOLE 26,375 0 0
NVIDIA CORPORATION COM 67066G104 92,229,084 460,938 SH SOLE 460,938 0 0
ORACLE CORP COM 68389X105 1,357,639 9,264 SH SOLE 9,264 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 1,126,353 12,231 SH SOLE 12,231 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 1,448,341 12,414 SH SOLE 12,414 0 0
PALO ALTO NETWORKS INC COM 697435105 1,914,145 5,613 SH SOLE 5,613 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 946,787 12,412 SH SOLE 12,412 0 0
PINNACLE FINL PARTNERS INC COM 72348N109 1,744,820 17,296 SH SOLE 17,296 0 0
POOL CORP COM 73278L105 33,809,572 157,327 SH SOLE 157,327 0 0
PROGRESSIVE CORP COM 743315103 6,023,540 27,574 SH SOLE 27,574 0 0
QUANTA SVCS INC COM 74762E102 1,383,197 1,921 SH SOLE 1,921 0 0
QXO INC COM NEW 82846H405 1,590,710 92,055 SH SOLE 92,055 0 0
REGAL REXNORD CORPORATION COM 758750103 34,106,664 143,191 SH SOLE 143,191 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 4,221,108 13,320 SH SOLE 13,320 0 0
S&P GLOBAL INC COM 78409V104 53,940,772 132,448 SH SOLE 132,448 0 0
SCHEIN HENRY INC COM 806407102 2,795,080 33,466 SH SOLE 33,466 0 0
SCHWAB CHARLES CORP COM 808513105 9,343,445 101,262 SH SOLE 101,262 0 0
SERVICENOW INC COM 81762P102 1,955,022 19,692 SH SOLE 19,692 0 0
SHERWIN WILLIAMS CO COM 824348106 1,131,091 3,285 SH SOLE 3,285 0 0
SYNOPSYS INC COM 871607107 2,806,672 6,292 SH SOLE 6,292 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 70,676,539 147,992 SH SOLE 147,992 0 0
TESLA INC COM 88160R101 6,155,902 14,636 SH SOLE 14,636 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 62,730,665 125,121 SH SOLE 125,121 0 0
TYLER TECHNOLOGIES INC COM 902252105 818,888 2,800 SH SOLE 2,800 0 0
UBER TECHNOLOGIES INC COM 90353T100 29,497,493 408,779 SH SOLE 408,779 0 0
UNITED RENTALS INC COM 911363109 821,345 725 SH SOLE 725 0 0
VERALTO CORP COM SHS 92338C103 3,771,383 42,528 SH SOLE 42,528 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,196,623 2,409 SH SOLE 2,409 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 1,008,813 3,013 SH SOLE 3,013 0 0
VISA INC COM CL A 92826C839 63,525,858 185,158 SH SOLE 185,158 0 0
WABTEC COM 929740108 1,890,974 7,014 SH SOLE 7,014 0 0
WALMART INC COM 931142103 1,688,933 14,912 SH SOLE 14,912 0 0
WASTE CONNECTIONS INC COM 94106B101 5,591,449 33,544 SH SOLE 33,544 0 0
WESTERN DIGITAL CORP COM 958102105 1,504,824 2,356 SH SOLE 2,356 0 0
XYLEM INC COM 98419M100 3,434,946 29,058 SH SOLE 29,058 0 0