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
ABBVIE INC COM 00287Y109 1,403,692 5,366 SH DFND 2 5,366 0 0
ADVANCED MICRO DEVICES INC COM 007903107 619,101 1,012 SH DFND 2 1,012 0 0
AGNICO EAGLE MINES LTD COM 008474108 881,529 4,810 SH DFND 2 4,810 0 0
ALPHABET INC CAP STK CL C 02079K107 2,004,573 5,883 SH DFND 2 5,883 0 0
AMAZON COM INC COM 023135106 1,901,264 7,631 SH DFND 2 7,631 0 0
ANGLOGOLD ASHANTI PLC COM SHS G0378L100 901,826 9,599 SH DFND 2 9,599 0 0
APPLE INC COM 037833100 1,964,485 5,899 SH DFND 2 5,899 0 0
ARISTA NETWORKS INC COM SHS 040413205 1,061,722 5,215 SH DFND 2 5,215 0 0
BAKER HUGHES COMPANY CL A 05722G100 1,221,800 22,255 SH DFND 2 22,255 0 0
BROADCOM INC COM 11135F101 956,290 2,723 SH DFND 2 2,723 0 0
CATERPILLAR INC COM 149123101 849,708 1,048 SH DFND 2 1,048 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 729,982 3,916 SH DFND 2 3,916 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,262,328 4,768 SH DFND 2 4,768 0 0
EBAY INC. COM 278642103 805,768 7,598 SH DFND 2 7,598 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 1,376,372 15,945 SH DFND 2 15,945 0 0
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 1,424,876 8,755 SH DFND 2 8,755 0 0
GE VERNOVA INC COM 36828A101 859,243 904 SH DFND 2 904 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,083,133 1,203 SH DFND 2 1,203 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 1,083,296 12,682 SH DFND 2 12,682 0 0
JPMORGAN CHASE & CO COM 46625H100 1,181,063 3,570 SH DFND 2 3,570 0 0
KLA CORP COM NEW 482480100 1,059,250 5,434 SH DFND 2 5,434 0 0
MERCADOLIBRE INC COM 58733R102 819,323 474 SH DFND 2 474 0 0
META PLATFORMS INC CL A 30303M102 1,542,458 2,127 SH DFND 2 2,127 0 0
MICRON TECHNOLOGY INC COM 595112103 636,936 598 SH DFND 2 598 0 0
MICROSOFT CORP COM 594918104 2,088,529 4,072 SH DFND 2 4,072 0 0
MORGAN STANLEY COM NEW 617446448 1,051,931 5,593 SH DFND 2 5,593 0 0
NVIDIA CORPORATION COM 67066G104 2,051,081 8,981 SH DFND 2 8,981 0 0
ORACLE CORP COM 68389X105 532,038 3,875 SH DFND 2 3,875 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 1,149,048 6,143 SH DFND 2 6,143 0 0
REDDIT INC CL A 75734B100 511,075 3,588 SH DFND 2 3,588 0 0
RTX CORPORATION COM 75513E101 1,065,631 5,740 SH DFND 2 5,740 0 0
SERVICENOW INC COM 81762P102 1,120,860 8,364 SH DFND 2 8,364 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 1,307,709 8,818 SH DFND 2 8,818 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 1,094,400 2,399 SH DFND 2 2,399 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,379,487 3,758 SH DFND 2 3,758 0 0
VISA INC COM CL A 92826C839 1,381,983 3,846 SH DFND 2 3,846 0 0
ALPHABET INC CAP STK CL A 02079K305 28,882,763 83,942 SH SOLE 83,942 0 0
ALPHABET INC CAP STK CL C 02079K107 11,728,952 34,422 SH SOLE 34,422 0 0
AMAZON COM INC COM 023135106 30,311,838 121,661 SH SOLE 121,661 0 0
ANALOG DEVICES INC COM 032654105 880,299 2,219 SH SOLE 2,219 0 0
APPLE INC COM 037833100 39,563,109 118,801 SH SOLE 118,801 0 0
ARISTA NETWORKS INC COM SHS 040413205 25,768,793 126,572 SH SOLE 126,572 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,444,501 20,975 SH SOLE 20,975 0 0
BEST BUY INC COM 086516101 1,117,824 12,668 SH SOLE 12,668 0 0
BLACKROCK INC COM 09290D101 7,195,314 6,799 SH SOLE 6,799 0 0
BOOKING HOLDINGS INC COM 09857L108 5,619,255 34,493 SH SOLE 34,493 0 0
BROADCOM INC COM 11135F101 24,550,991 69,908 SH SOLE 69,908 0 0
CISCO SYS INC COM 17275R102 811,961 7,544 SH SOLE 7,544 0 0
CME GROUP INC COM 12572Q105 1,058,923 4,042 SH SOLE 4,042 0 0
COCA COLA CO COM 191216100 800,372 9,298 SH SOLE 9,298 0 0
COLGATE PALMOLIVE CO COM 194162103 449,039 5,263 SH SOLE 5,263 0 0
CUMMINS INC COM 231021106 17,821,665 34,500 SH SOLE 34,500 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 6,172,139 71,503 SH SOLE 71,503 0 0
ELI LILLY & CO COM 532457108 30,961,147 26,758 SH SOLE 26,758 0 0
EMCOR GROUP INC COM 29084Q100 14,928,339 19,786 SH SOLE 19,786 0 0
EOG RES INC COM 26875P101 5,447,306 39,542 SH SOLE 39,542 0 0
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 838,325 5,151 SH SOLE 5,151 0 0
FASTENAL CO COM 311900104 21,569,622 435,486 SH SOLE 435,486 0 0
FERRARI N V COM N3167Y103 22,491,448 57,252 SH SOLE 57,252 0 0
GILEAD SCIENCES INC COM 375558103 8,253,048 55,371 SH SOLE 55,371 0 0
HP INC COM 40434L105 1,236,186 39,520 SH SOLE 39,520 0 0
JOHNSON & JOHNSON COM 478160104 19,261,953 72,758 SH SOLE 72,758 0 0
JPMORGAN CHASE & CO COM 46625H100 29,174,244 88,185 SH SOLE 88,185 0 0
KLA CORP COM NEW 482480100 1,526,107 7,829 SH SOLE 7,829 0 0
LAM RESEARCH CORP COM NEW 512807306 14,969,544 45,568 SH SOLE 45,568 0 0
LINDE PLC SHS G54950103 20,872,259 43,974 SH SOLE 43,974 0 0
LOCKHEED MARTIN CORP COM 539830109 23,303,789 45,761 SH SOLE 45,761 0 0
MARSH & MCLENNAN COS INC COM 571748102 4,923,853 28,840 SH SOLE 28,840 0 0
MASTERCARD INCORPORATED CL A 57636Q104 9,597,784 17,404 SH SOLE 17,404 0 0
MCKESSON CORP COM 58155Q103 19,390,025 22,710 SH SOLE 22,710 0 0
MERCK & CO INC COM 58933Y105 1,357,631 9,343 SH SOLE 9,343 0 0
META PLATFORMS INC CL A 30303M102 20,322,444 28,024 SH SOLE 28,024 0 0
MICROSOFT CORP COM 594918104 43,359,027 84,537 SH SOLE 84,537 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 13,547,934 325,515 SH SOLE 325,515 0 0
NETFLIX INC. COM 64110L106 4,473,437 64,292 SH SOLE 64,292 0 0
NVIDIA CORPORATION COM 67066G104 53,646,005 234,898 SH SOLE 234,898 0 0
ORACLE CORP COM 68389X105 5,038,773 36,699 SH SOLE 36,699 0 0
PEPSICO INC COM 713448108 16,549,759 130,601 SH SOLE 130,601 0 0
PHILIP MORRIS INTL INC COM 718172109 16,758,576 87,824 SH SOLE 87,824 0 0
PROCTER & GAMBLE CO COM 742718109 25,361,384 174,569 SH SOLE 174,569 0 0
QUALCOMM INC COM 747525103 1,201,597 6,529 SH SOLE 6,529 0 0
ROYAL BK CDA COM 780087102 1,063,355 5,409 SH SOLE 5,409 0 0
S&P GLOBAL INC COM 78409V104 16,264,787 41,232 SH SOLE 41,232 0 0
SERVICENOW INC COM 81762P102 17,949,567 133,942 SH SOLE 133,942 0 0
STRYKER CORPORATION COM 863667101 8,489,998 30,829 SH SOLE 30,829 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 37,097,827 81,321 SH SOLE 81,321 0 0
TEXAS INSTRS INC COM 882508104 938,301 3,350 SH SOLE 3,350 0 0
UBER TECHNOLOGIES INC COM 90353T100 7,400,724 108,024 SH SOLE 108,024 0 0
UNION PAC CORP COM 907818108 512,693 1,884 SH SOLE 1,884 0 0
UNITEDHEALTH GROUP INC COM 91324P102 579,986 1,580 SH SOLE 1,580 0 0
VISA INC COM CL A 92826C839 17,324,737 48,214 SH SOLE 48,214 0 0
WASTE MGMT INC DEL COM 94106L109 19,380,557 95,040 SH SOLE 95,040 0 0