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 2,347,213 23,750 SH SOLE 23,750 0 0
ALTRIA GROUP INC COM 02209S103 493,131 7,323 SH SOLE 7,323 0 0
APPLIED MATLS INC COM 038222105 8,747,155 17,105 SH SOLE 17,105 0 0
BIOGEN INC COM 09062X103 1,631,079 7,221 SH SOLE 7,221 0 0
CF INDUSTRIES HOLD COM 125269100 115,200 1,000 SH SOLE 1,000 0 0
COLGATE PALMOLIVE CO COM 194162103 1,827,981 21,425 SH SOLE 21,425 0 0
CVS HEALTH CORP COM 126650100 729,393 8,512 SH SOLE 8,512 0 0
DUOLINGO INC CL A COM 26603R106 261,304 1,835 SH SOLE 1,835 0 0
EOG RES INC COM 26875P101 539,606 3,917 SH SOLE 3,917 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 219,382 3,356 SH SOLE 3,356 0 0
IDEXX LABS INC COM 45168D104 464,227 889 SH SOLE 889 0 0
JOHNSON & JOHNSON COM 478160104 8,399,406 31,727 SH SOLE 31,727 0 0
MCKESSON CORP COM 58155Q103 811,120 950 SH SOLE 950 0 0
NETFLIX INC. COM 64110L106 5,549,910 79,763 SH SOLE 79,763 0 0
OKTA INC CL A 679295105 4,531,623 21,671 SH SOLE 21,671 0 0
PROCTER & GAMBLE CO COM 742718109 1,797,114 12,370 SH SOLE 12,370 0 0
RTX CORPORATION COM 75513E101 2,856,597 15,387 SH SOLE 15,387 0 0
STEEL DYNAMICS INC COM 858119100 484,883 2,188 SH SOLE 2,188 0 0
TESLA INC COM 88160R101 11,547,646 32,546 SH SOLE 32,546 0 0
TWILIO INC CL A 90138F102 1,941,642 6,639 SH SOLE 6,639 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 186,533 773 SH SOLE 773 0 0
ABBVIE INC COM 00287Y109 6,206,223 23,725 SH SOLE 23,725 0 0
AMAZON COM INC COM 023135106 31,661,733 127,079 SH SOLE 127,079 0 0
APPLOVIN CORP COM CL A 03831W108 699,355 2,408 SH SOLE 2,408 0 0
BOSTON SCIENTIFIC CORP COM 101137107 2,486,479 56,964 SH SOLE 56,964 0 0
CHEVRON CORPORATION COM 166764100 6,044,616 29,600 SH SOLE 29,600 0 0
CONOCOPHILLIPS COM 20825C104 1,434,344 11,461 SH SOLE 11,461 0 0
DANAHER CORP DEL COM 235851102 2,489,557 11,237 SH SOLE 11,237 0 0
DUPONT DE NEMOURS INC COMMON STOCK 26614N201 42,214 325 SH SOLE 325 0 0
EQT CORP COM 26884L109 516,533 10,637 SH SOLE 10,637 0 0
GE VERNOVA INC COM 36828A101 101,702 107 SH SOLE 107 0 0
ILLINOIS TOOL WKS INC COM 452308109 972,004 3,778 SH SOLE 3,778 0 0
JPMORGAN CHASE & CO COM 46625H100 7,560,789 22,854 SH SOLE 22,854 0 0
MERCK & CO INC COM 58933Y105 6,576,731 45,260 SH SOLE 45,260 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 581,970 4,103 SH SOLE 4,103 0 0
ORACLE CORP COM 68389X105 3,758,999 27,378 SH SOLE 27,378 0 0
PROGRESSIVE CORP COM 743315103 93,497 451 SH SOLE 451 0 0
SALESFORCE INC COM 79466L302 2,669,210 11,627 SH SOLE 11,627 0 0
STERIS PLC SHS USD G8473T100 256,212 1,220 SH SOLE 1,220 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 34,099 5,809 SH SOLE 5,809 0 0
TYLER TECHNOLOGIES INC COM 902252105 1,063,168 3,337 SH SOLE 3,337 0 0
VISA INC COM CL A 92826C839 2,584,661 7,193 SH SOLE 7,193 0 0
ADVANCED MICRO DEVICES INC COM 007903107 10,717,423 17,519 SH SOLE 17,519 0 0
AMERIPRISE FINL INC COM 03076C106 260,945 530 SH SOLE 530 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 153,804 596 SH SOLE 596 0 0
BROADCOM INC COM 11135F101 13,960,856 39,753 SH SOLE 39,753 0 0
CITIGROUP INC COM NEW 172967424 3,465,144 26,762 SH SOLE 26,762 0 0
CORNING INC COM 219350105 648,406 4,217 SH SOLE 4,217 0 0
DEVON ENERGY CORP NEW COM 25179M103 111,187 2,415 SH SOLE 2,415 0 0
ECOLAB INC COM 278865100 920,941 3,354 SH SOLE 3,354 0 0
EXTRA SPACE STORAGE INC COM 30225T102 97,449 741 SH SOLE 741 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,853,241 3,169 SH SOLE 3,169 0 0
INTEL CORP COM 458140100 3,577,684 29,757 SH SOLE 29,757 0 0
LAM RESEARCH CORP COM NEW 512807306 5,326,133 16,213 SH SOLE 16,213 0 0
MICRON TECHNOLOGY INC COM 595112103 14,277,800 13,405 SH SOLE 13,405 0 0
NEXTERA ENERGY INC COM 65339F101 1,563,955 20,649 SH SOLE 20,649 0 0
PALO ALTO NETWORKS INC COM 697435105 2,648,468 6,666 SH SOLE 6,666 0 0
QUALCOMM INC COM 747525103 436,911 2,374 SH SOLE 2,374 0 0
SERVICENOW INC COM 81762P102 2,745,999 20,491 SH SOLE 20,491 0 0
STRYKER CORPORATION COM 863667101 1,955,820 7,102 SH SOLE 7,102 0 0
THE CIGNA GROUP COM 125523100 783,414 2,882 SH SOLE 2,882 0 0
UNITEDHEALTH GROUP INC COM 91324P102 3,015,929 8,216 SH SOLE 8,216 0 0
WATERS CORP COM 941848103 448,178 1,020 SH SOLE 1,020 0 0
AIR PRODUCTS AND CHEMICALS I COM 009158106 448,507 1,612 SH SOLE 1,612 0 0
AMPHENOL CORP CL A 032095101 7,600,319 90,158 SH SOLE 90,158 0 0
BECTON DICKINSON & CO COM 075887109 781,693 4,367 SH SOLE 4,367 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 573,232 10,449 SH SOLE 10,449 0 0
CME GROUP INC COM 12572Q105 458,989 1,752 SH SOLE 1,752 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 4,269,359 16,126 SH SOLE 16,126 0 0
DISNEY WALT CO COM 254687106 347,639 3,314 SH SOLE 3,314 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 164,082 422 SH SOLE 422 0 0
FORD MTR CO COM 345370860 539,118 44,703 SH SOLE 44,703 0 0
HCA HEALTHCARE INC COM 40412C101 288,903 677 SH SOLE 677 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,953,638 8,883 SH SOLE 8,883 0 0
MARATHON PETE CORP COM 56585A102 779,373 1,971 SH SOLE 1,971 0 0
MONDELEZ INTL INC CL A 609207105 191,153 3,306 SH SOLE 3,306 0 0
NUCOR CORP COM 670346105 418,179 1,789 SH SOLE 1,789 0 0
PFIZER INC COM 717081103 4,443,245 155,794 SH SOLE 155,794 0 0
REPUBLIC SVCS INC COM 760759100 544,823 2,596 SH SOLE 2,596 0 0
SLB LIMITED COM STK 806857108 524,276 10,761 SH SOLE 10,761 0 0
TARGA RES CORP COM 87612G101 169,484 627 SH SOLE 627 0 0
TJX COS INC NEW COM 872540109 285,922 2,161 SH SOLE 2,161 0 0
VEEVA SYS INC CL A COM 922475108 1,055,023 3,696 SH SOLE 3,696 0 0
WILLIAMS COS INC COM 969457100 1,167,453 17,176 SH SOLE 17,176 0 0
ADOBE INC COM 00724F101 881,780 3,675 SH SOLE 3,675 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 493,256 6,628 SH SOLE 6,628 0 0
ARISTA NETWORKS INC COM SHS 040413205 2,968,342 14,580 SH SOLE 14,580 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 793,728 12,720 SH SOLE 12,720 0 0
CISCO SYS INC COM 17275R102 550,635 5,116 SH SOLE 5,116 0 0
CONSTELLATION ENERGY CORP COM 21037T109 817,182 3,217 SH SOLE 3,217 0 0
DELL TECHNOLOGIES INC CL C 24703L202 1,469,679 2,732 SH SOLE 2,732 0 0
EBAY INC. COM 278642103 760,272 7,169 SH SOLE 7,169 0 0
EXPAND ENERGY CORPORATION COM 165167735 128,994 1,534 SH SOLE 1,534 0 0
GILEAD SCIENCES INC COM 375558103 3,055,078 20,497 SH SOLE 20,497 0 0
INSULET CORP COM 45784P101 322,261 2,470 SH SOLE 2,470 0 0
KINDER MORGAN INC DEL COM 49456B101 163,413 5,420 SH SOLE 5,420 0 0
META PLATFORMS INC CL A 30303M102 30,484,392 42,037 SH SOLE 42,037 0 0
NEWMONT CORP COM 651639106 314,878 2,730 SH SOLE 2,730 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 14,941,180 79,878 SH SOLE 79,878 0 0
PUBLIC STORAGE COM 74460D109 316,498 1,119 SH SOLE 1,119 0 0
SEMPRA COM 816851109 864,109 11,084 SH SOLE 11,084 0 0
STOKE THERAPEUTICS INC COM 86150R107 299,780 11,530 SH SOLE 11,530 0 0
TEXAS INSTRS INC COM 882508104 393,246 1,404 SH SOLE 1,404 0 0
UNITED RENTALS INC COM 911363109 264,206 264 SH SOLE 264 0 0
WALMART INC COM 931142103 512,014 4,927 SH SOLE 4,927 0 0
AEROVIRONMENT INC COM 008073108 36,408 256 SH SOLE 256 0 0
AMGEN INC COM 031162100 3,121,703 7,406 SH SOLE 7,406 0 0
BANK OF AMER CORP COM 060505104 3,931,152 72,224 SH SOLE 72,224 0 0
BROWN & BROWN INC COM 115236101 172,652 2,835 SH SOLE 2,835 0 0
CLOUDFLARE INC CL A COM 18915M107 5,540,852 15,955 SH SOLE 15,955 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 165,572 850 SH SOLE 850 0 0
DIAMONDBACK ENERGY INC COM 25278X109 334,350 1,819 SH SOLE 1,819 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 513,172 5,945 SH SOLE 5,945 0 0
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 5,514,621 33,884 SH SOLE 33,884 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 103,639 847 SH SOLE 847 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 308,773 2,031 SH SOLE 2,031 0 0
LINDE PLC SHS G54950103 2,680,823 5,648 SH SOLE 5,648 0 0
MICROSOFT CORP COM 594918104 34,060,663 66,408 SH SOLE 66,408 0 0
NIKE INC CL B 654106103 509,052 14,380 SH SOLE 14,380 0 0
PEPSICO INC COM 713448108 628,658 4,961 SH SOLE 4,961 0 0
REGENERON PHARMACEUTICALS COM 75886F107 774,952 1,022 SH SOLE 1,022 0 0
SHERWIN WILLIAMS CO COM 824348106 248,595 769 SH SOLE 769 0 0
SYNCHRONY FINANCIAL COM 87165B103 317,307 4,471 SH SOLE 4,471 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,096,454 4,587 SH SOLE 4,587 0 0
VALERO ENERGY CORP COM 91913Y100 631,417 1,629 SH SOLE 1,629 0 0
WELLS FARGO & CO COM 949746101 1,725,398 21,554 SH SOLE 21,554 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 271,414 1,100 SH SOLE 1,100 0 0
APA CORPORATION COM 03743Q108 136,957 3,297 SH SOLE 3,297 0 0
BEONE MEDICINES LTD SPONSORED ADS 07725L102 229,815 8,000 SH SOLE 8,000 0 0
CATERPILLAR INC COM 149123101 560,256 691 SH SOLE 691 0 0
COCA COLA CO COM 191216100 1,645,419 19,115 SH SOLE 19,115 0 0
CROWN CASTLE INC COM 22822V101 38,524 578 SH SOLE 578 0 0
DOMINION ENERGY INC COM 25746U109 1,131,119 18,690 SH SOLE 18,690 0 0
ELI LILLY & CO COM 532457108 11,468,977 9,912 SH SOLE 9,912 0 0
FORTIVE CORP COM 34959J108 940,046 17,151 SH SOLE 17,151 0 0
HOME DEPOT INC COM 437076102 2,390,854 8,404 SH SOLE 8,404 0 0
INTUIT COM 461202103 1,216,984 4,414 SH SOLE 4,414 0 0
MASTERCARD INCORPORATED CL A 57636Q104 847,609 1,537 SH SOLE 1,537 0 0
MONOLITHIC PWR SYS INC COM 609839105 176,486 131 SH SOLE 131 0 0
NVIDIA CORPORATION COM 67066G104 44,450,285 194,633 SH SOLE 194,633 0 0
PHILIP MORRIS INTL INC COM 718172109 283,177 1,484 SH SOLE 1,484 0 0
RESMED INC COM 761152107 505,435 2,286 SH SOLE 2,286 0 0
SNOWFLAKE INC COM SHS 833445109 1,240,073 3,652 SH SOLE 3,652 0 0
TEMPUS AI INC CL A 88023B103 501,801 6,127 SH SOLE 6,127 0 0
TRANSMEDICS GROUP INC COM 89377M109 151,962 1,821 SH SOLE 1,821 0 0
VERISIGN INC COM 92343E102 1,346,880 4,776 SH SOLE 4,776 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105 1,277,543 40,467 SH SOLE 40,467 0 0
3M CO COM 88579Y101 1,224,723 7,461 SH SOLE 7,461 0 0
ALPHABET INC CAP STK CL A 02079K305 38,054,560 110,598 SH SOLE 110,598 0 0
APPLE INC COM 037833100 29,353,049 88,142 SH SOLE 88,142 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,493,352 2,999 SH SOLE 2,999 0 0
CENCORA INC COM 03073E105 725,704 2,417 SH SOLE 2,417 0 0
COHERENT CORP COM 19247G107 160,022 556 SH SOLE 556 0 0
CURTISS WRIGHT CORP COM 231561101 205,564 378 SH SOLE 378 0 0
DOW HLDGS INC COM 260557103 844,597 30,668 SH SOLE 30,668 0 0
EMERSON ELEC CO COM 291011104 4,370,873 28,181 SH SOLE 28,181 0 0
FREEPORT MCMORAN INC CL B 35671D857 1,077,020 15,386 SH SOLE 15,386 0 0
HUMANA INC COM 444859102 83,564 219 SH SOLE 219 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 3,046,879 7,493 SH SOLE 7,493 0 0
MCDONALDS CORP COM 580135101 4,531,274 19,621 SH SOLE 19,621 0 0
MSCI INC COM 55354G100 57,637 107 SH SOLE 107 0 0
OCCIDENTAL PETE CORP COM 674599105 402,398 7,274 SH SOLE 7,274 0 0
PHILLIPS 66 COM 718546104 1,299,273 5,089 SH SOLE 5,089 0 0
REVVITY INC COM 714046109 215,881 1,412 SH SOLE 1,412 0 0
STARBUCKS CORP COM 855244109 148,551 1,581 SH SOLE 1,581 0 0
TERADYNE INC COM 880770102 1,132,170 2,824 SH SOLE 2,824 0 0
TRAVELERS COMPANIES INC COM 89417E109 126,918 356 SH SOLE 356 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,866,955 3,571 SH SOLE 3,571 0 0