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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLE INC COM 037833100   60,420,586 241,277 SH   SOLE   241,277 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   3,313,510 9,419 SH   SOLE   9,419 0 0
ADOBE INC COM 00724F101   5,714,138 12,850 SH   SOLE   12,850 0 0
ANALOG DEVICES INC COM 032654105   2,592,012 12,200 SH   SOLE   12,200 0 0
AUTODESK INC COM 052769106   4,745,376 16,055 SH   SOLE   16,055 0 0
GALLAGHER ARTHUR J & CO COM 363576109   3,309,123 11,658 SH   SOLE   11,658 0 0
AMAZON COM INC COM 023135106   15,805,953 72,045 SH   SOLE   72,045 0 0
AIR PRODS & CHEMS INC COM 009158106   6,301,409 21,726 SH   SOLE   21,726 0 0
BROADCOM INC COM 11135F101   3,848,544 16,600 SH   SOLE   16,600 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   11,022,700 130,000 SH   SOLE   130,000 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   2,870,525 22,304 SH   SOLE   22,304 0 0
BECTON DICKINSON & CO COM 075887109   7,951,794 35,050 SH   SOLE   35,050 0 0
KE HLDGS INC SPONSORED ADS 482497104   11,119,454 603,662 SH   SOLE   603,662 0 0
BOOKING HOLDINGS INC COM 09857L108   2,881,684 580 SH   SOLE   580 0 0
TOPBUILD CORP COM 89055F103   4,940,966 15,870 SH   SOLE   15,870 0 0
CHUBB LIMITED COM H1467J104   828,900 3,000 SH   SOLE   3,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   7,001,319 23,302 SH   SOLE   23,302 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   5,363,685 88,950 SH   SOLE   88,950 0 0
CNH INDL N V SHS N20944109   4,735,940 418,000 SH   SOLE   418,000 0 0
COSTCO WHSL CORP NEW COM 22160K105   8,497,488 9,274 SH   SOLE   9,274 0 0
CORPAY INC COM SHS 219948106   1,895,152 5,600 SH   SOLE   5,600 0 0
COPART INC COM 217204106   2,032,524 35,416 SH   SOLE   35,416 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107   434,605 8,500 SH   SOLE   8,500 0 0
COSTAR GROUP INC COM 22160N109   4,779,778 66,766 SH   SOLE   66,766 0 0
DISNEY WALT CO COM 254687106   3,563,200 32,000 SH   SOLE   32,000 0 0
ELECTRONIC ARTS INC COM 285512109   710,433 4,856 SH   SOLE   4,856 0 0
ISHARES TR MSCI EAFE ETF 464287465   15,133,720 200,155 SH   SOLE   200,155 0 0
EQUIFAX INC COM 294429105   846,612 3,322 SH   SOLE   3,322 0 0
ELEVANCE HEALTH INC COM 036752103   5,086,024 13,787 SH   SOLE   13,787 0 0
EQUINIX INC COM 29444U700   2,773,982 2,942 SH   SOLE   2,942 0 0
ISHARES INC MSCI CDA ETF 464286509   3,216,948 79,825 SH   SOLE   79,825 0 0
ISHARES INC MSCI HONG KG ETF 464286871   916,783 55,029 SH   SOLE   55,029 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   3,767,397 56,146 SH   SOLE   56,146 0 0
FISERV INC COM 337738108   4,580,866 22,300 SH   SOLE   22,300 0 0
FAIR ISAAC CORP COM 303250104   2,466,762 1,239 SH   SOLE   1,239 0 0
FORTIVE CORP COM 34959J108   5,025,000 67,000 SH   SOLE   67,000 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106   70,551 882 SH   SOLE   882 0 0
ALPHABET INC CAP STK CL C 02079K107   6,857,364 36,008 SH   SOLE   36,008 0 0
ALPHABET INC CAP STK CL A 02079K305   14,481,071 76,498 SH   SOLE   76,498 0 0
IDEXX LABS INC COM 45168D104   4,186,080 10,125 SH   SOLE   10,125 0 0
INTUIT COM 461202103   5,736,948 9,128 SH   SOLE   9,128 0 0
IQVIA HLDGS INC COM 46266C105   5,294,765 26,944 SH   SOLE   26,944 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   9,010,074 17,262 SH   SOLE   17,262 0 0
GARTNER INC COM 366651107   2,494,052 5,148 SH   SOLE   5,148 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   3,269,457 100,475 SH   SOLE   100,475 0 0
LINDE PLC SHS G54950103   2,379,302 5,683 SH   SOLE   5,683 0 0
ELI LILLY & CO COM 532457108   386,000 500 SH   SOLE   500 0 0
MASTERCARD INCORPORATED CL A 57636Q104   5,712,231 10,848 SH   SOLE   10,848 0 0
MOODYS CORP COM 615369105   4,776,777 10,091 SH   SOLE   10,091 0 0
MEDTRONIC PLC SHS G5960L103   559,160 7,000 SH   SOLE   7,000 0 0
META PLATFORMS INC CL A 30303M102   3,501,350 5,980 SH   SOLE   5,980 0 0
MOLINA HEALTHCARE INC COM 60855R100   284,647 978 SH   SOLE   978 0 0
MSCI INC COM 55354G100   4,294,272 7,157 SH   SOLE   7,157 0 0
MICROSOFT CORP COM 594918104   24,726,876 58,664 SH   SOLE   58,664 0 0
NASDAQ INC COM 631103108   4,813,707 62,265 SH   SOLE   62,265 0 0
SERVICENOW INC COM 81762P102   1,908,216 1,800 SH   SOLE   1,800 0 0
NETEASE INC SPONSORED ADS 64110W102   1,766,358 19,800 SH   SOLE   19,800 0 0
NVIDIA CORPORATION COM 67066G104   16,930,209 126,072 SH   SOLE   126,072 0 0
NXP SEMICONDUCTORS N V COM N6596X109   7,170,825 34,500 SH   SOLE   34,500 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   2,891,372 16,391 SH   SOLE   16,391 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   15,542,260 160,246 SH   SOLE   160,246 0 0
PROLOGIS INC. COM 74340W103   1,498,615 14,178 SH   SOLE   14,178 0 0
PHILIP MORRIS INTL INC COM 718172109   10,903,710 90,600 SH   SOLE   90,600 0 0
QUANTA SVCS INC COM 74762E102   2,942,426 9,310 SH   SOLE   9,310 0 0
QUALCOMM INC COM 747525103   6,882,176 44,800 SH   SOLE   44,800 0 0
QUDIAN INC ADR 747798106   3,666,000 1,300,000 SH   SOLE   1,300,000 0 0
ROLLINS INC COM 775711104   2,861,973 61,747 SH   SOLE   61,747 0 0
REPUBLIC SVCS INC COM 760759100   670,935 3,335 SH   SOLE   3,335 0 0
SYNOPSYS INC COM 871607107   5,718,512 11,782 SH   SOLE   11,782 0 0
S&P GLOBAL INC COM 78409V104   8,340,010 16,746 SH   SOLE   16,746 0 0
TRIP COM GROUP LTD ADS 89677Q107   124,549 1,814 SH   SOLE   1,814 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   9,112,349 17,516 SH   SOLE   17,516 0 0
TRANSUNION COM 89400J107   1,256,128 13,549 SH   SOLE   13,549 0 0
TESLA INC COM 88160R101   70,901,381 175,568 SH   SOLE   175,568 0 0
THE TRADE DESK INC COM CL A 88339J105   8,928,049 75,964 SH   SOLE   75,964 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   1,616,038 8,779 SH   SOLE   8,779 0 0
TRADEWEB MKTS INC CL A 892672106   3,523,581 26,914 SH   SOLE   26,914 0 0
UNITEDHEALTH GROUP INC COM 91324P102   9,089,798 17,969 SH   SOLE   17,969 0 0
ISHARES INC MSCI WORLD ETF 464286392   10,144,976 65,241 SH   SOLE   65,241 0 0
VISA INC COM CL A 92826C839   15,352,275 48,577 SH   SOLE   48,577 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   43,262,133 80,292 SH   SOLE   80,292 0 0
VERISK ANALYTICS INC COM 92345Y106   5,167,893 18,763 SH   SOLE   18,763 0 0
WASTE CONNECTIONS INC COM 94106B101   642,910 3,747 SH   SOLE   3,747 0 0
WASTE MGMT INC DEL COM 94106L109   2,825,464 14,002 SH   SOLE   14,002 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   9,569,482 30,550 SH   SOLE   30,550 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   14,754,303 1,363,614 SH   SOLE   1,363,614 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105   994,509 50,870 SH   SOLE   50,870 0 0
ZOETIS INC CL A 98978V103   4,226,404 25,940 SH   SOLE   25,940 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108   2,002,800 40,000 SH   SOLE   40,000 0 0
API GROUP CORP COM STK 00187Y100   3,453,120 96,000 SH   SOLE   96,000 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   2,923,990 23,000 SH   SOLE   23,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   7,397,301 39,700 SH   SOLE   39,700 0 0
GE VERNOVA INC COM 36828A101   2,006,473 6,100 SH   SOLE   6,100 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   5,185,548 34,800 SH   SOLE   34,800 0 0
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303   2,532,000 100,000 SH   SOLE   100,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   3,832,615 34,700 SH   SOLE   34,700 0 0
MINISO GROUP HLDG LTD SPONSORED ADS 66981J102   2,627,900 110,000 SH   SOLE   110,000 0 0
ROPER TECHNOLOGIES INC COM 776696106   4,106,815 7,900 SH   SOLE   7,900 0 0
SHELL PLC SPON ADS 780259305   2,944,550 47,000 SH   SOLE   47,000 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   4,646,525 32,500 SH   SOLE   32,500 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   1,090,000 20,000 SH   SOLE   20,000 0 0
UNITED RENTALS INC COM 911363109   992,556 1,409 SH   SOLE   1,409 0 0