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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Apple Inc COM 037833100   19,929,707 94,624 SH   SOLE   94,624 0 0
Airbnb Inc COM CL A 009066101   1,067,778 7,042 SH   SOLE   7,042 0 0
Adobe Inc COM 00724F101   3,993,777 7,189 SH   SOLE   7,189 0 0
Analog Devices Inc COM 032654105   1,782,026 7,807 SH   SOLE   7,807 0 0
Automatic Data Processing Inc COM 053015103   1,559,600 6,534 SH   SOLE   6,534 0 0
Autodesk Inc COM 052769106   844,052 3,411 SH   SOLE   3,411 0 0
American Electric Power Co Inc COM 025537101   733,331 8,358 SH   SOLE   8,358 0 0
Applied Materials Inc COM 038222105   3,124,508 13,240 SH   SOLE   13,240 0 0
Advanced Micro Devices Inc COM 007903107   4,158,740 25,638 SH   SOLE   25,638 0 0
Amgen Inc COM 031162100   2,671,760 8,551 SH   SOLE   8,551 0 0
Amazon.com Inc COM 023135106   12,321,234 63,758 SH   SOLE   63,758 0 0
ANSYS Inc COM 03662Q105   446,242 1,388 SH   SOLE   1,388 0 0
ARM Holdings PLC SPONSORED ADS 042068205   309,896 1,894 SH   SOLE   1,894 0 0
ASML Holding NV N Y REGISTRY SHS N07059210   1,420,572 1,389 SH   SOLE   1,389 0 0
Broadcom Inc COM 11135F101   11,906,610 7,416 SH   SOLE   7,416 0 0
AstraZeneca PLC SPONSORED ADR 046353108   721,719 9,254 SH   SOLE   9,254 0 0
Biogen Inc COM 09062X103   534,809 2,307 SH   SOLE   2,307 0 0
Booking Holdings Inc COM 09857L108   2,218,440 560 SH   SOLE   560 0 0
Baker Hughes Co COM 05722G100   550,586 15,655 SH   SOLE   15,655 0 0
Coca-Cola Europacific Partners PLC SHS G25839104   527,870 7,244 SH   SOLE   7,244 0 0
Cadence Design Systems Inc COM 127387108   1,332,865 4,331 SH   SOLE   4,331 0 0
CDW Corp/DE COM 12514G108   483,494 2,160 SH   SOLE   2,160 0 0
Constellation Energy Corp COM 21037T109   1,003,353 5,010 SH   SOLE   5,010 0 0
Charter Communications Inc CL A 16119P108   698,670 2,337 SH   SOLE   2,337 0 0
Comcast Corp CL A 20030N101   2,464,456 62,933 SH   SOLE   62,933 0 0
Costco Wholesale Corp COM 22160K105   5,993,279 7,051 SH   SOLE   7,051 0 0
Copart Inc COM 217204106   827,781 15,284 SH   SOLE   15,284 0 0
Crowdstrike Holdings Inc CL A 22788C105   1,399,027 3,651 SH   SOLE   3,651 0 0
Cisco Systems Inc COM 17275R102   3,067,341 64,562 SH   SOLE   64,562 0 0
CoStar Group Inc COM 22160N109   473,236 6,383 SH   SOLE   6,383 0 0
CSX Corp COM 126408103   1,043,975 31,210 SH   SOLE   31,210 0 0
Cintas Corp COM 172908105   1,130,920 1,615 SH   SOLE   1,615 0 0
Cognizant Technology Solutions Corp CL A 192446102   541,484 7,963 SH   SOLE   7,963 0 0
DoorDash Inc CL A 25809K105   658,337 6,052 SH   SOLE   6,052 0 0
Datadog Inc CL A COM 23804L103   631,201 4,867 SH   SOLE   4,867 0 0
Dollar Tree Inc COM 256746108   364,299 3,412 SH   SOLE   3,412 0 0
Dexcom Inc COM 252131107   701,936 6,191 SH   SOLE   6,191 0 0
Electronic Arts Inc COM 285512109   591,456 4,245 SH   SOLE   4,245 0 0
Exelon Corp COM 30161N101   559,748 16,173 SH   SOLE   16,173 0 0
Diamondback Energy Inc COM 25278X109   576,147 2,878 SH   SOLE   2,878 0 0
Fastenal Co COM 311900104   574,986 9,150 SH   SOLE   9,150 0 0
Fortinet Inc COM 34959E109   739,151 12,264 SH   SOLE   12,264 0 0
GE HealthCare Technologies Inc COMMON STOCK 36266G107   567,647 7,285 SH   SOLE   7,285 0 0
GLOBALFOUNDRIES Inc ORDINARY SHARES G39387108   430,417 8,513 SH   SOLE   8,513 0 0
Gilead Sciences Inc COM 375558103   1,359,713 19,818 SH   SOLE   19,818 0 0
Alphabet Inc CAP STK CL C 02079K107   6,387,235 34,823 SH   SOLE   34,823 0 0
Alphabet Inc CAP STK CL A 02079K305   6,585,633 36,155 SH   SOLE   36,155 0 0
Honeywell International Inc COM 438516106   2,213,129 10,364 SH   SOLE   10,364 0 0
IDEXX Laboratories Inc COM 45168D104   658,694 1,352 SH   SOLE   1,352 0 0
Illumina Inc COM 452327109   262,724 2,517 SH   SOLE   2,517 0 0
Intel Corp COM 458140100   2,077,189 67,071 SH   SOLE   67,071 0 0
Intuit Inc COM 461202103   2,956,788 4,499 SH   SOLE   4,499 0 0
Intuitive Surgical Inc COM NEW 46120E602   2,486,267 5,589 SH   SOLE   5,589 0 0
Keurig Dr Pepper Inc COM 49271V100   738,307 22,105 SH   SOLE   22,105 0 0
Kraft Heinz Co/The COM 500754106   620,815 19,268 SH   SOLE   19,268 0 0
KLA CORP COM NEW 482480100   1,775,170 2,153 SH   SOLE   2,153 0 0
Linde PLC SHS G54950103   3,368,306 7,676 SH   SOLE   7,676 0 0
Lam Research Corp COM 512807108   2,235,120 2,099 SH   SOLE   2,099 0 0
Lululemon Athletica Inc COM 550021109   578,283 1,936 SH   SOLE   1,936 0 0
Marriott International Inc/MD CL A 571903202   1,122,538 4,643 SH   SOLE   4,643 0 0
Microchip Technology Inc COM 595017104   782,325 8,550 SH   SOLE   8,550 0 0
MongoDB Inc CL A 60937P106   289,704 1,159 SH   SOLE   1,159 0 0
Mondelez International Inc CL A 609207105   1,392,498 21,279 SH   SOLE   21,279 0 0
MercadoLibre Inc COM 58733R102   1,349,231 821 SH   SOLE   821 0 0
Meta Platforms Inc CL A 30303M102   10,891,152 21,600 SH   SOLE   21,600 0 0
Monster Beverage Corp COM 61174X109   821,727 16,451 SH   SOLE   16,451 0 0
Moderna Inc COM 60770K107   714,519 6,017 SH   SOLE   6,017 0 0
MARVELL TECHNOLOGY INC COM 573874104   963,222 13,780 SH   SOLE   13,780 0 0
Microsoft Corp COM 594918104   20,456,008 45,768 SH   SOLE   45,768 0 0
Micron Technology Inc COM 595112103   2,305,852 17,531 SH   SOLE   17,531 0 0
Netflix Inc COM 64110L106   4,674,219 6,926 SH   SOLE   6,926 0 0
NVIDIA Corp COM 67066G104   18,808,347 152,245 SH   SOLE   152,245 0 0
NXP Semiconductors NV COM N6596X109   1,102,731 4,098 SH   SOLE   4,098 0 0
Old Dominion Freight Line Inc COM 679580100   614,038 3,477 SH   SOLE   3,477 0 0
ON Semiconductor Corp COM 682189105   466,414 6,804 SH   SOLE   6,804 0 0
O'Reilly Automotive Inc COM 67103H107   1,009,593 956 SH   SOLE   956 0 0
Palo Alto Networks Inc COM 697435105   1,729,629 5,102 SH   SOLE   5,102 0 0
Paychex Inc COM 704326107   683,143 5,762 SH   SOLE   5,762 0 0
PACCAR Inc COM 693718108   850,696 8,264 SH   SOLE   8,264 0 0
PDD Holdings Inc SPONSORED ADS 722304102   1,413,790 10,634 SH   SOLE   10,634 0 0
PepsiCo Inc COM 713448108   3,590,691 21,771 SH   SOLE   21,771 0 0
PayPal Holdings Inc COM 70450Y103   994,750 17,142 SH   SOLE   17,142 0 0
QUALCOMM Inc COM 747525103   3,532,059 17,733 SH   SOLE   17,733 0 0
Regeneron Pharmaceuticals Inc COM 75886F107   1,801,465 1,714 SH   SOLE   1,714 0 0
Roper Technologies Inc COM 776696106   958,222 1,700 SH   SOLE   1,700 0 0
Ross Stores Inc COM 778296103   785,019 5,402 SH   SOLE   5,402 0 0
Starbucks Corp COM 855244109   1,409,708 18,108 SH   SOLE   18,108 0 0
Synopsys Inc COM 871607107   1,444,211 2,427 SH   SOLE   2,427 0 0
Atlassian Corp CL A 049468101   446,622 2,525 SH   SOLE   2,525 0 0
T-Mobile US Inc COM 872590104   3,328,040 18,890 SH   SOLE   18,890 0 0
Tesla Inc COM 88160R101   5,885,347 29,742 SH   SOLE   29,742 0 0
Trade Desk Inc/The COM CL A 88339J105   691,992 7,085 SH   SOLE   7,085 0 0
Take-Two Interactive Software Inc COM 874054109   420,445 2,704 SH   SOLE   2,704 0 0
Texas Instruments Inc COM 882508104   2,789,560 14,340 SH   SOLE   14,340 0 0
Verisk Analytics Inc COM 92345Y106   614,304 2,279 SH   SOLE   2,279 0 0
Vertex Pharmaceuticals Inc COM 92532F100   1,931,595 4,121 SH   SOLE   4,121 0 0
Walgreens Boots Alliance Inc COM 931427108   163,440 13,513 SH   SOLE   13,513 0 0
Warner Bros Discovery Inc COM SER A 934423104   289,200 38,871 SH   SOLE   38,871 0 0
Workday Inc CL A 98138H101   746,690 3,340 SH   SOLE   3,340 0 0
Xcel Energy Inc COM 98389B100   473,319 8,862 SH   SOLE   8,862 0 0
Zscaler Inc COM 98980G102   452,607 2,355 SH   SOLE   2,355 0 0