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
ALPHABET INC CAP STK CL A 02079K305 26,838,240 78,000 SH SOLE NONE 78,000 0 0
AMAZON COM INC COM 023135106 14,699,850 59,000 SH SOLE NONE 59,000 0 0
AMER SPORTS INC COM SHS G0260P102 1,992,170 73,000 SH SOLE NONE 73,000 0 0
AMETEK INC COM 031100100 4,335,275 17,500 SH SOLE NONE 17,500 0 0
AMPHENOL CORP CL A 032095101 7,249,800 86,000 SH SOLE NONE 86,000 0 0
APPLE INC COM 037833100 18,649,120 56,000 SH SOLE NONE 56,000 0 0
APTARGROUP INC COM 038336103 2,120,300 17,500 SH SOLE NONE 17,500 0 0
ARISTA NETWORKS INC COM SHS 040413205 5,089,750 25,000 SH SOLE NONE 25,000 0 0
BENTLEY SYS INC COM CL B 08265T208 1,597,500 50,000 SH SOLE NONE 50,000 0 0
BLACKROCK INC COM 09290D101 11,112,045 10,500 SH SOLE NONE 10,500 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 1,749,690 4,500 SH SOLE NONE 4,500 0 0
CHARLES SCHWAB CORP (THE) COM 808513105 12,217,500 125,000 SH SOLE NONE 125,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 958,500 30,000 SH SOLE NONE 30,000 0 0
CISCO SYS INC COM 17275R102 6,457,800 60,000 SH SOLE NONE 60,000 0 0
CLOROX CO DEL COM 189054109 842,504 10,400 SH SOLE NONE 10,400 0 0
COLGATE PALMOLIVE CO COM 194162103 5,033,880 59,000 SH SOLE NONE 59,000 0 0
COPART INC COM 217204106 10,420,960 382,000 SH SOLE NONE 382,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,611,400 35,000 SH SOLE NONE 35,000 0 0
DEXCOM INC COM 252131107 3,106,440 36,000 SH SOLE NONE 36,000 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 1,792,050 15,000 SH SOLE NONE 15,000 0 0
ECOLAB INC COM 278865100 4,942,440 18,000 SH SOLE NONE 18,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 2,158,000 25,000 SH SOLE NONE 25,000 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 8,165,220 21,000 SH SOLE NONE 21,000 0 0
EOG RES INC COM 26875P101 4,821,600 35,000 SH SOLE NONE 35,000 0 0
FAIR ISAAC CORP COM 303250104 947,952 1,600 SH SOLE NONE 1,600 0 0
FASTENAL CO COM 311900104 5,032,248 101,600 SH SOLE NONE 101,600 0 0
GALLAGHER ARTHUR J & CO COM 363576109 1,710,825 7,500 SH SOLE NONE 7,500 0 0
HEICO CORP NEW COM 422806109 2,122,260 7,000 SH SOLE NONE 7,000 0 0
HENRY JACK & ASSOC INC COM 426281101 2,807,504 19,600 SH SOLE NONE 19,600 0 0
HERSHEY CO COM 427866108 3,152,200 20,000 SH SOLE NONE 20,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 2,385,900 7,500 SH SOLE NONE 7,500 0 0
HONEYWELL AEROSPACE INC COM 43849R105 8,717,063 56,250 SH SOLE NONE 56,250 0 0
IDEXX LABS INC COM 45168D104 3,655,330 7,000 SH SOLE NONE 7,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 8,437,665 55,500 SH SOLE NONE 55,500 0 0
INTUIT COM 461202103 12,406,950 45,000 SH SOLE NONE 45,000 0 0
ISHARES TR U.S. ENERGY ETF 464287796 6,480,000 100,000 SH SOLE NONE 100,000 0 0
JPMORGAN CHASE & CO COM 46625H100 7,278,260 22,000 SH SOLE NONE 22,000 0 0
LINCOLN ELEC HLDGS INC COM 533900106 2,645,800 10,000 SH SOLE NONE 10,000 0 0
LINDE PLC SHS G54950103 8,306,375 17,500 SH SOLE NONE 17,500 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 1,566,510 5,500 SH SOLE NONE 5,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104 20,680,125 37,500 SH SOLE NONE 37,500 0 0
MERCK & CO INC COM 58933Y105 20,634,020 142,000 SH SOLE NONE 142,000 0 0
MICROSOFT CORP COM 594918104 37,954,600 74,000 SH SOLE NONE 74,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 4,411,720 106,000 SH SOLE NONE 106,000 0 0
MORGAN STANLEY COM NEW 617446448 5,830,480 31,000 SH SOLE NONE 31,000 0 0
MORNINGSTAR INC COM 617700109 1,425,300 7,500 SH SOLE NONE 7,500 0 0
NETFLIX INC. COM 64110L106 10,437,000 150,000 SH SOLE NONE 150,000 0 0
NEXTERA ENERGY INC COM 65339F101 8,331,400 110,000 SH SOLE NONE 110,000 0 0
NIKE INC CL B 654106103 14,089,200 398,000 SH SOLE NONE 398,000 0 0
NVIDIA CORPORATION COM 67066G104 25,121,800 110,000 SH SOLE NONE 110,000 0 0
PEPSICO INC COM 713448108 8,236,800 65,000 SH SOLE NONE 65,000 0 0
RESMED INC COM 761152107 3,427,050 15,500 SH SOLE NONE 15,500 0 0
ROLLINS INC COM 775711104 1,513,530 50,250 SH SOLE NONE 50,250 0 0
ROSS STORES INC COM 778296103 1,867,200 8,000 SH SOLE NONE 8,000 0 0
S&P GLOBAL INC COM 78409V104 8,875,575 22,500 SH SOLE NONE 22,500 0 0
SLB LIMITED COM STK 806857108 6,333,600 130,000 SH SOLE NONE 130,000 0 0
SYSCO CORP COM 871829107 1,559,200 20,000 SH SOLE NONE 20,000 0 0
TEXAS INSTRS INC COM 882508104 10,923,510 39,000 SH SOLE NONE 39,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 18,563,875 27,500 SH SOLE NONE 27,500 0 0
TJX COS INC NEW COM 872540109 9,261,700 70,000 SH SOLE NONE 70,000 0 0
TRACTOR SUPPLY CO COM 892356106 2,503,200 80,000 SH SOLE NONE 80,000 0 0
TYLER TECHNOLOGIES INC COM 902252105 1,991,250 6,250 SH SOLE NONE 6,250 0 0
UBIQUITI INC COM 90353W103 3,405,180 6,000 SH SOLE NONE 6,000 0 0
UNION PAC CORP COM 907818108 14,558,955 53,500 SH SOLE NONE 53,500 0 0
VEEVA SYS INC CL A COM 922475108 12,274,350 43,000 SH SOLE NONE 43,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 7,797,900 170,000 SH SOLE NONE 170,000 0 0
VISA INC COM CL A 92826C839 12,486,718 34,750 SH SOLE NONE 34,750 0 0
VULCAN MATLS CO COM 929160109 1,957,040 8,000 SH SOLE NONE 8,000 0 0
WALMART INC COM 931142103 7,170,480 69,000 SH SOLE NONE 69,000 0 0
WEC ENERGY GROUP INC COM 92939U106 4,232,760 42,000 SH SOLE NONE 42,000 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 1,853,800 5,000 SH SOLE NONE 5,000 0 0
ZOETIS INC CL A 98978V103 3,770,820 54,000 SH SOLE NONE 54,000 0 0