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
ABBOTT LABORATORIES COM 002824100 3,193,000 32,308 SH SOLE 32,308 0 0
ABBVIE INC COM 00287Y109 2,833,804 10,833 SH SOLE 10,833 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,237,664 12,203 SH SOLE 12,203 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 2,517,854 19,871 SH SOLE 19,871 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 2,422,334 14,058 SH SOLE 14,058 0 0
ALPHABET INC CAP STK CL A 02079K305 20,401,880 59,294 SH SOLE 59,294 0 0
AMAZON COM INC COM 023135106 13,029,798 52,297 SH SOLE 52,297 0 0
AMERICAN EXPRESS CO COM 025816109 2,824,785 9,289 SH SOLE 9,289 0 0
AMPHENOL CORP CL A 032095101 3,525,932 41,826 SH SOLE 41,826 0 0
APPLE INC COM 037833100 8,975,555 26,952 SH SOLE 26,952 0 0
APPLIED MATLS INC COM 038222105 3,542,841 6,928 SH SOLE 6,928 0 0
AUTODESK INC COM 052769106 2,986,401 14,289 SH SOLE 14,289 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 1,977,724 21,497 SH SOLE 21,497 0 0
BOOKING HOLDINGS INC COM 09857L108 2,906,640 17,842 SH SOLE 17,842 0 0
BOOT BARN HLDGS INC COM 099406100 2,014,258 16,720 SH SOLE 16,720 0 0
BROADCOM INC COM 11135F101 10,774,509 30,680 SH SOLE 30,680 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,767,698 17,180 SH SOLE 17,180 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 3,789,863 11,478 SH SOLE 11,478 0 0
CATERPILLAR INC COM 149123101 1,980,760 2,443 SH SOLE 2,443 0 0
CBOE GLOBAL MKTS INC COM 12503M108 2,482,565 9,018 SH SOLE 9,018 0 0
CDW CORP COM 12514G108 1,967,512 15,352 SH SOLE 15,352 0 0
CENCORA INC COM 03073E105 2,492,976 8,303 SH SOLE 8,303 0 0
CORE & MAIN INC CL A 21874C102 2,091,712 50,427 SH SOLE 50,427 0 0
DEXCOM INC COM 252131107 2,033,338 23,564 SH SOLE 23,564 0 0
DICKS SPORTING GOODS INC COM 253393102 1,608,526 11,978 SH SOLE 11,978 0 0
EATON CORP PLC SHS G29183103 2,659,475 6,189 SH SOLE 6,189 0 0
ELI LILLY & CO COM 532457108 2,625,415 2,269 SH SOLE 2,269 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 2,504,129 38,307 SH SOLE 38,307 0 0
HCA HEALTHCARE INC COM 40412C101 2,784,905 6,526 SH SOLE 6,526 0 0
HOULIHAN LOKEY INC CL A 441593100 2,508,986 19,859 SH SOLE 19,859 0 0
IDEXX LABS INC COM 45168D104 2,734,709 5,237 SH SOLE 5,237 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 2,684,165 6,601 SH SOLE 6,601 0 0
JPMORGAN CHASE & CO COM 46625H100 3,812,816 11,525 SH SOLE 11,525 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 3,566,864 9,798 SH SOLE 9,798 0 0
LINCOLN ELEC HLDGS INC COM 533900106 2,800,050 10,583 SH SOLE 10,583 0 0
LOWES COS INC COM 548661107 2,535,093 13,756 SH SOLE 13,756 0 0
LPL FINL HLDGS INC COM 50212V100 2,787,673 9,116 SH SOLE 9,116 0 0
MARSH & MCLENNAN COS INC COM 571748102 2,772,826 16,241 SH SOLE 16,241 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,938,047 7,141 SH SOLE 7,141 0 0
MCDONALDS CORP COM 580135101 2,793,912 12,098 SH SOLE 12,098 0 0
MERCADOLIBRE INC COM 58733R102 2,668,850 1,544 SH SOLE 1,544 0 0
META PLATFORMS INC CL A 30303M102 7,147,374 9,856 SH SOLE 9,856 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 1,760,257 1,165 SH SOLE 1,165 0 0
MICROSOFT CORP COM 594918104 20,093,370 39,176 SH SOLE 39,176 0 0
MOODYS CORP COM 615369105 1,657,575 3,650 SH SOLE 3,650 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 2,657,535 5,959 SH SOLE 5,959 0 0
MSCI INC COM 55354G100 2,502,076 4,645 SH SOLE 4,645 0 0
NETFLIX INC. COM 64110L106 4,224,619 60,716 SH SOLE 60,716 0 0
NVIDIA CORPORATION COM 67066G104 28,386,949 124,297 SH SOLE 124,297 0 0
ORACLE CORP COM 68389X105 2,820,966 20,546 SH SOLE 20,546 0 0
PEPSICO INC COM 713448108 2,267,274 17,892 SH SOLE 17,892 0 0
QUALCOMM INC COM 747525103 2,599,749 14,126 SH SOLE 14,126 0 0
S&P GLOBAL INC COM 78409V104 3,801,507 9,637 SH SOLE 9,637 0 0
SERVICE CORP INTL COM 817565104 2,450,812 32,184 SH SOLE 32,184 0 0
SERVICENOW INC COM 81762P102 2,579,290 19,247 SH SOLE 19,247 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 2,358,432 4,839 SH SOLE 4,839 0 0
STRYKER CORPORATION COM 863667101 2,791,904 10,138 SH SOLE 10,138 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 3,877,159 8,499 SH SOLE 8,499 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 2,825,095 13,384 SH SOLE 13,384 0 0
TERADYNE INC COM 880770102 3,050,123 7,608 SH SOLE 7,608 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 2,188,512 3,242 SH SOLE 3,242 0 0
TJX COS INC NEW COM 872540109 2,000,792 15,122 SH SOLE 15,122 0 0
UBER TECHNOLOGIES INC COM 90353T100 2,602,558 37,988 SH SOLE 37,988 0 0
UNITEDHEALTH GROUP INC COM 91324P102 4,073,120 11,096 SH SOLE 11,096 0 0
VEEVA SYS INC CL A COM 922475108 2,954,408 10,350 SH SOLE 10,350 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 2,665,752 11,047 SH SOLE 11,047 0 0
VISA INC COM CL A 92826C839 4,287,526 11,932 SH SOLE 11,932 0 0
WASTE MGMT INC DEL COM 94106L109 2,581,423 12,659 SH SOLE 12,659 0 0