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
ABBOTT LABS COM Stock 002824100   6,496,767 57,438 SH   SOLE   57,438 0 0
ABBVIE INC COM Stock 00287Y109   286,986 1,615 SH   SOLE   1,615 0 0
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101   207,556 590 SH   SOLE   590 0 0
ADOBE INC COM Stock 00724F101   8,355,982 18,791 SH   SOLE   18,791 0 0
ADVANCED MICRO DEVICES INC COM Stock 007903107   10,673,608 88,365 SH   SOLE   88,365 0 0
AGILENT TECHNOLOGIES INC COM Stock 00846U101   1,053,897 7,845 SH   SOLE   7,845 0 0
ALERIAN MLP ETF ETF 00162Q452   216,720 4,500 SH   SOLE   4,500 0 0
ALPHABET INC CAP STK CL A Stock 02079K305   26,266,038 138,753 SH   SOLE   138,753 0 0
ALPHABET INC CAP STK CL C Stock 02079K107   16,059,910 84,331 SH   SOLE   84,331 0 0
AMAZON COM INC COM Stock 023135106   35,470,975 161,680 SH   SOLE   161,680 0 0
AMERICAN EXPRESS CO COM Stock 025816109   1,277,681 4,305 SH   SOLE   4,305 0 0
AMERIPRISE FINL INC COM Stock 03076C106   747,532 1,404 SH   SOLE   1,404 0 0
AMETEK INC COM Stock 031100100   370,254 2,054 SH   SOLE   2,054 0 0
AMGEN INC COM Stock 031162100   391,742 1,503 SH   SOLE   1,503 0 0
AMPHENOL CORP NEW CL A Stock 032095101   11,671,559 168,057 SH   SOLE   168,057 0 0
APPLE INC COM Stock 037833100   46,431,553 185,415 SH   SOLE   185,415 0 0
ARISTA NETWORKS INC COM SHS Stock 040413205   225,039 2,036 SH   SOLE   2,036 0 0
ASML HOLDING N V N Y REGISTRY SHS ADR N07059210   13,185,154 19,024 SH   SOLE   19,024 0 0
ATLAS ENERGY SOLUTIONS INC COM NEW Stock 642045108   327,510 14,766 SH   SOLE   14,766 0 0
ATLASSIAN CORPORATION CL A Stock 049468101   2,425,768 9,967 SH   SOLE   9,967 0 0
AXON ENTERPRISE INC COM Stock 05464C101   597,292 1,005 SH   SOLE   1,005 0 0
BALL CORP COM Stock 058498106   3,066,551 55,624 SH   SOLE   55,624 0 0
BANK AMERICA CORP COM Stock 060505104   3,975,761 90,461 SH   SOLE   90,461 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   3,024,737 6,673 SH   SOLE   6,673 0 0
BHP GROUP LTD SPONSORED ADS ADR 088606108   368,250 7,541 SH   SOLE   7,541 0 0
BLACKROCK INC COM Stock 09290D101   5,708,557 5,569 SH   SOLE   5,569 0 0
BRISTOL-MYERS SQUIBB CO COM Stock 110122108   319,281 5,645 SH   SOLE   5,645 0 0
BROADCOM INC COM Stock 11135F101   3,851,831 16,614 SH   SOLE   16,614 0 0
BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103   6,777,500 29,977 SH   SOLE   29,977 0 0
CADENCE DESIGN SYSTEM INC COM Stock 127387108   13,455,801 44,784 SH   SOLE   44,784 0 0
CATERPILLAR INC COM Stock 149123101   12,842,430 35,402 SH   SOLE   35,402 0 0
CHEVRON CORP NEW COM Stock 166764100   6,916,545 47,753 SH   SOLE   47,753 0 0
CHIPOTLE MEXICAN GRILL INC COM Stock 169656105   293,179 4,862 SH   SOLE   4,862 0 0
CISCO SYS INC COM Stock 17275R102   963,598 16,277 SH   SOLE   16,277 0 0
CLOUDFLARE INC CL A COM Stock 18915M107   5,121,045 47,558 SH   SOLE   47,558 0 0
COCA COLA CO COM Stock 191216100   328,422 5,275 SH   SOLE   5,275 0 0
COHERENT CORP COM Stock 19247G107   284,190 3,000 SH   SOLE   3,000 0 0
CONOCOPHILLIPS COM Stock 20825C104   3,191,588 32,183 SH   SOLE   32,183 0 0
CONSUMER STAPLES SELECT SECTOR SPDR FUND ETF 81369Y308   297,696 3,787 SH   SOLE   3,787 0 0
CORVEL CORP COM Stock 221006109   2,825,781 25,398 SH   SOLE   25,398 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105   24,903,485 27,179 SH   SOLE   27,179 0 0
CROWN CASTLE INC COM REIT 22822V101   2,514,720 27,707 SH   SOLE   27,707 0 0
CSX CORP COM Stock 126408103   887,683 27,508 SH   SOLE   27,508 0 0
D R HORTON INC COM Stock 23331A109   15,217,170 108,834 SH   SOLE   108,834 0 0
DEERE & CO COM Stock 244199105   6,021,624 14,212 SH   SOLE   14,212 0 0
DEXCOM INC COM Stock 252131107   4,713,873 60,613 SH   SOLE   60,613 0 0
DIGITAL RLTY TR INC COM REIT 253868103   9,833,303 55,452 SH   SOLE   55,452 0 0
DISNEY WALT CO COM Stock 254687106   4,219,052 37,890 SH   SOLE   37,890 0 0
DOORDASH INC CL A Stock 25809K105   1,890,039 11,267 SH   SOLE   11,267 0 0
DRAFTKINGS INC NEW COM CL A Stock 26142V105   340,343 9,149 SH   SOLE   9,149 0 0
EATON CORP PLC SHS Stock G29183103   367,380 1,107 SH   SOLE   1,107 0 0
ELI LILLY & CO COM Stock 532457108   1,954,704 2,532 SH   SOLE   2,532 0 0
ENBRIDGE INC COM Stock 29250N105   236,759 5,580 SH   SOLE   5,580 0 0
ENERGY SELECT SECTOR SPDR FUND ETF 81369Y506   8,360,930 97,606 SH   SOLE   97,606 0 0
ENERGY TRANSFER L P COM UT LTD PTN Stock 29273V100   202,757 10,350 SH   SOLE   10,350 0 0
ENTERPRISE PRODS PARTNERS L P COM Stock 293792107   237,991 7,589 SH   SOLE   7,589 0 0
EQUINIX INC COM REIT 29444U700   1,243,672 1,319 SH   SOLE   1,319 0 0
EXTREME NETWORKS COM Stock 30226D106   9,524,909 568,991 SH   SOLE   568,991 0 0
EXXON MOBIL CORP COM Stock 30231G102   2,006,933 18,657 SH   SOLE   18,657 0 0
FEDEX CORP COM Stock 31428X106   236,880 842 SH   SOLE   842 0 0
FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605   1,195,075 24,727 SH   SOLE   24,727 0 0
FIRST TRUST DOW JONES INTERNET INDEX FUND ETF 33733E302   1,362,238 5,602 SH   SOLE   5,602 0 0
FORD MTR CO COM Stock 345370860   124,809 12,607 SH   SOLE   12,607 0 0
FREEPORT-MCMORAN INC CL B Stock 35671D857   5,380,742 141,301 SH   SOLE   141,301 0 0
GE AEROSPACE COM NEW Stock 369604301   247,683 1,485 SH   SOLE   1,485 0 0
GILEAD SCIENCES INC COM Stock 375558103   667,835 7,230 SH   SOLE   7,230 0 0
GOLDMAN SACHS GROUP INC COM Stock 38141G104   309,787 541 SH   SOLE   541 0 0
GRAB HOLDINGS LIMITED CLASS A ORD Stock G4124C109   188,800 40,000 SH   SOLE   40,000 0 0
GUIDEWIRE SOFTWARE INC COM Stock 40171V100   5,932,330 35,190 SH   SOLE   35,190 0 0
HEALTH CARE SELECT SECTOR SPDR FUND ETF 81369Y209   4,060,737 29,518 SH   SOLE   29,518 0 0
HEWLETT PACKARD ENTERPRISE CO COM Stock 42824C109   290,339 13,599 SH   SOLE   13,599 0 0
HOME DEPOT INC COM Stock 437076102   17,017,146 43,747 SH   SOLE   43,747 0 0
HONEYWELL INTL INC COM Stock 438516106   11,558,565 51,169 SH   SOLE   51,169 0 0
HP INC COM Stock 40434L105   438,123 13,427 SH   SOLE   13,427 0 0
IDEXX LABS INC COM Stock 45168D104   8,733,093 21,123 SH   SOLE   21,123 0 0
ILLINOIS TOOL WKS INC COM Stock 452308109   254,139 1,002 SH   SOLE   1,002 0 0
ILLUMINA INC COM Stock 452327109   215,412 1,612 SH   SOLE   1,612 0 0
INDUSTRIAL SELECT SECTOR SPDR FUND ETF 81369Y704   7,082,495 53,753 SH   SOLE   53,753 0 0
INTERCONTINENTAL EXCHANGE INC COM Stock 45866F104   382,211 2,565 SH   SOLE   2,565 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101   418,996 1,906 SH   SOLE   1,906 0 0
INTUIT COM Stock 461202103   19,630,569 31,234 SH   SOLE   31,234 0 0
INTUITIVE SURGICAL INC COM NEW Stock 46120E602   17,594,750 33,709 SH   SOLE   33,709 0 0
INVESCO FTSE RAFI US 1500 SMALL-MID ETF ETF 46137V597   281,858 6,774 SH   SOLE   6,774 0 0
INVESCO QQQ TRUST SERIES I ETF 46090E103   2,166,632 4,238 SH   SOLE   4,238 0 0
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357   3,288,812 18,769 SH   SOLE   18,769 0 0
IQVIA HLDGS INC COM Stock 46266C105   281,206 1,431 SH   SOLE   1,431 0 0
ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457   367,762 4,486 SH   SOLE   4,486 0 0
ISHARES BIOTECHNOLOGY ETF ETF 464287556   3,023,907 22,872 SH   SOLE   22,872 0 0
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF ETF 464288620   493,498 9,815 SH   SOLE   9,815 0 0
ISHARES CORE MSCI EAFE ETF ETF 46432F842   599,840 8,535 SH   SOLE   8,535 0 0
ISHARES CORE S&P 500 ETF ETF 464287200   3,739,295 6,352 SH   SOLE   6,352 0 0
ISHARES CORE S&P MID-CAP ETF ETF 464287507   3,039,793 48,785 SH   SOLE   48,785 0 0
ISHARES CORE S&P SMALL CAP ETF ETF 464287804   2,291,841 19,891 SH   SOLE   19,891 0 0
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226   274,712 2,835 SH   SOLE   2,835 0 0
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF ETF 464287515   436,924 4,364 SH   SOLE   4,364 0 0
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF ETF 46434VBD1   9,294,452 371,036 SH   SOLE   371,036 0 0
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF ETF 46435GAA0   8,214,417 341,272 SH   SOLE   341,272 0 0
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF ETF 46435UAA9   8,719,547 363,921 SH   SOLE   363,921 0 0
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF ETF 46435U515   8,242,348 331,018 SH   SOLE   331,018 0 0
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF ETF 46436E205   7,468,778 327,578 SH   SOLE   327,578 0 0
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF ETF 46436E726   6,465,095 302,673 SH   SOLE   302,673 0 0
ISHARES IBONDS DEC 2031 TERM CORPORATE ETF ETF 46436E486   4,822,441 236,975 SH   SOLE   236,975 0 0
ISHARES IBONDS DEC 2032 TERM CORPORATE ETF ETF 46436E312   5,259,506 213,975 SH   SOLE   213,975 0 0
ISHARES MSCI EAFE ETF ETF 464287465   1,649,054 21,810 SH   SOLE   21,810 0 0
ISHARES MSCI EMERGING MARKETS ETF ETF 464287234   1,220,559 29,186 SH   SOLE   29,186 0 0
ISHARES MSCI TAIWAN ETF ETF 46434G772   265,270 5,125 SH   SOLE   5,125 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614   1,371,396 3,415 SH   SOLE   3,415 0 0
ISHARES RUSSELL 1000 VALUE ETF ETF 464287598   244,372 1,320 SH   SOLE   1,320 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655   3,054,027 13,822 SH   SOLE   13,822 0 0
ISHARES RUSSELL 3000 ETF ETF 464287689   384,388 1,150 SH   SOLE   1,150 0 0
ISHARES RUSSELL MIDCAP ETF ETF 464287499   1,217,003 13,767 SH   SOLE   13,767 0 0
ISHARES S&P 100 ETF ETF 464287101   271,465 940 SH   SOLE   940 0 0
ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606   261,424 2,875 SH   SOLE   2,875 0 0
ISHARES TIPS BOND ETF ETF 464287176   2,669,504 25,054 SH   SOLE   25,054 0 0
ISHARES U.S. HOME CONSTRUCTION ETF ETF 464288752   452,848 4,380 SH   SOLE   4,380 0 0
JOHNSON & JOHNSON COM Stock 478160104   1,075,835 7,439 SH   SOLE   7,439 0 0
JOHNSON CTLS INTL PLC SHS Stock G51502105   265,442 3,363 SH   SOLE   3,363 0 0
JPMORGAN CHASE & CO. COM Stock 46625H100   21,587,110 90,055 SH   SOLE   90,055 0 0
KEYSIGHT TECHNOLOGIES INC COM Stock 49338L103   629,991 3,922 SH   SOLE   3,922 0 0
KINDER MORGAN INC DEL COM Stock 49456B101   252,080 9,200 SH   SOLE   9,200 0 0
LAM RESEARCH CORP COM NEW Stock 512807306   404,488 5,600 SH   SOLE   5,600 0 0
LENNAR CORP CL A Stock 526057104   11,340,666 83,161 SH   SOLE   83,161 0 0
LOCKHEED MARTIN CORP COM Stock 539830109   3,781,585 7,782 SH   SOLE   7,782 0 0
LOWES COS INC COM Stock 548661107   1,067,657 4,326 SH   SOLE   4,326 0 0
MASTERCARD INCORPORATED CL A Stock 57636Q104   8,202,882 15,578 SH   SOLE   15,578 0 0
MERCADOLIBRE INC COM Stock 58733R102   340,088 200 SH   SOLE   200 0 0
MERCK & CO INC COM Stock 58933Y105   667,909 6,714 SH   SOLE   6,714 0 0
META PLATFORMS INC CL A Stock 30303M102   28,964,669 49,469 SH   SOLE   49,469 0 0
MICRON TECHNOLOGY INC COM Stock 595112103   1,089,620 12,947 SH   SOLE   12,947 0 0
MICROSOFT CORP COM Stock 594918104   33,379,091 79,191 SH   SOLE   79,191 0 0
MORGAN STANLEY COM NEW Stock 617446448   12,106,779 96,300 SH   SOLE   96,300 0 0
NETFLIX INC COM Stock 64110L106   12,980,293 14,563 SH   SOLE   14,563 0 0
NIKE INC CL B Stock 654106103   3,718,424 49,140 SH   SOLE   49,140 0 0
NORFOLK SOUTHN CORP COM Stock 655844108   310,039 1,321 SH   SOLE   1,321 0 0
NORTHROP GRUMMAN CORP COM Stock 666807102   3,551,117 7,567 SH   SOLE   7,567 0 0
NOVO-NORDISK A S ADR ADR 670100205   236,899 2,754 SH   SOLE   2,754 0 0
NVIDIA CORPORATION COM Stock 67066G104   82,045,168 610,955 SH   SOLE   610,955 0 0
ORACLE CORP COM Stock 68389X105   654,372 3,927 SH   SOLE   3,927 0 0
PALO ALTO NETWORKS INC COM Stock 697435105   28,783,525 158,186 SH   SOLE   158,186 0 0
PEPSICO INC COM Stock 713448108   2,101,773 13,822 SH   SOLE   13,822 0 0
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN Stock 726503105   237,412 13,900 SH   SOLE   13,900 0 0
PROCEPT BIOROBOTICS CORP COM Stock 74276L105   3,376,204 41,930 SH   SOLE   41,930 0 0
PROCTER AND GAMBLE CO COM Stock 742718109   743,695 4,436 SH   SOLE   4,436 0 0
QUALCOMM INC COM Stock 747525103   228,587 1,488 SH   SOLE   1,488 0 0
QUANTA SVCS INC COM Stock 74762E102   3,008,164 9,518 SH   SOLE   9,518 0 0
REDDIT INC CL A Stock 75734B100   1,754,855 10,737 SH   SOLE   10,737 0 0
ROBERT HALF INC. COM Stock 770323103   489,697 6,950 SH   SOLE   6,950 0 0
ROYAL CARIBBEAN GROUP COM Stock V7780T103   438,311 1,900 SH   SOLE   1,900 0 0
RTX CORPORATION COM Stock 75513E101   747,551 6,460 SH   SOLE   6,460 0 0
SALESFORCE INC COM Stock 79466L302   21,464,508 64,202 SH   SOLE   64,202 0 0
SCHLUMBERGER LTD COM STK Stock 806857108   5,852,256 152,641 SH   SOLE   152,641 0 0
SCHWAB CHARLES CORP COM Stock 808513105   570,839 7,713 SH   SOLE   7,713 0 0
SCHWAB EMERGING MARKETS EQUITY ETF ETF 808524706   699,038 26,250 SH   SOLE   26,250 0 0
SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805   451,585 24,410 SH   SOLE   24,410 0 0
SCHWAB US DIVIDEND EQUITY ETF ETF 808524797   711,059 26,027 SH   SOLE   26,027 0 0
SERVICENOW INC COM Stock 81762P102   27,606,585 26,041 SH   SOLE   26,041 0 0
SHOPIFY INC CL A Stock 82509L107   16,745,699 157,488 SH   SOLE   157,488 0 0
SNOWFLAKE INC CL A Stock 833445109   8,914,089 57,730 SH   SOLE   57,730 0 0
SPDR GOLD SHARES ETF 78463V107   9,549,849 39,441 SH   SOLE   39,441 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103   12,021,401 20,512 SH   SOLE   20,512 0 0
SPDR S&P BIOTECH ETF ETF 78464A870   1,809,666 20,094 SH   SOLE   20,094 0 0
SPDR S&P HOMEBUILDERS ETF ETF 78464A888   731,500 7,000 SH   SOLE   7,000 0 0
SPDR S&P MIDCAP 400 ETF TRUST ETF 78467Y107   1,262,759 2,217 SH   SOLE   2,217 0 0
STANLEY BLACK & DECKER INC COM Stock 854502101   293,299 3,653 SH   SOLE   3,653 0 0
STARBUCKS CORP COM Stock 855244109   1,584,556 17,365 SH   SOLE   17,365 0 0
STRYKER CORPORATION COM Stock 863667101   12,198,994 33,881 SH   SOLE   33,881 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS ADR 874039100   12,235,098 61,953 SH   SOLE   61,953 0 0
TARGA RES CORP COM Stock 87612G101   688,296 3,856 SH   SOLE   3,856 0 0
TARGET CORP COM Stock 87612E106   1,471,569 10,886 SH   SOLE   10,886 0 0
TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803   3,582,656 15,408 SH   SOLE   15,408 0 0
TESLA INC COM Stock 88160R101   1,875,433 4,644 SH   SOLE   4,644 0 0
TEXAS INSTRS INC COM Stock 882508104   533,653 2,846 SH   SOLE   2,846 0 0
THE CIGNA GROUP COM Stock 125523100   833,391 3,018 SH   SOLE   3,018 0 0
THE TRADE DESK INC COM CL A Stock 88339J105   11,557,783 98,339 SH   SOLE   98,339 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102   15,486,228 29,768 SH   SOLE   29,768 0 0
T-MOBILE US INC COM Stock 872590104   6,093,693 27,607 SH   SOLE   27,607 0 0
TOLL BROTHERS INC COM Stock 889478103   5,963,607 47,349 SH   SOLE   47,349 0 0
TRANE TECHNOLOGIES PLC SHS Stock G8994E103   316,902 858 SH   SOLE   858 0 0
TRIMBLE INC COM Stock 896239100   508,752 7,200 SH   SOLE   7,200 0 0
TRIP COM GROUP LTD ADS ADR 89677Q107   274,640 4,000 SH   SOLE   4,000 0 0
TWILIO INC CL A Stock 90138F102   576,499 5,334 SH   SOLE   5,334 0 0
UBER TECHNOLOGIES INC COM Stock 90353T100   9,838,313 163,102 SH   SOLE   163,102 0 0
UNION PAC CORP COM Stock 907818108   7,775,847 34,099 SH   SOLE   34,099 0 0
UNITED PARCEL SERVICE INC CL B Stock 911312106   285,364 2,263 SH   SOLE   2,263 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102   1,708,289 3,377 SH   SOLE   3,377 0 0
VANECK MERK GOLD ETF ETF 921078101   1,256,525 49,665 SH   SOLE   49,665 0 0
VANECK OIL SERVICES ETF ETF 92189H607   898,856 3,314 SH   SOLE   3,314 0 0
VANECK SEMICONDUCTOR ETF ETF 92189F676   15,156,936 62,588 SH   SOLE   62,588 0 0
VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844   354,452 1,810 SH   SOLE   1,810 0 0
VANGUARD GROWTH ETF ETF 922908736   215,971 526 SH   SOLE   526 0 0
VANGUARD MID-CAP ETF ETF 922908629   543,315 2,057 SH   SOLE   2,057 0 0
VANGUARD S&P 500 ETF ETF 922908363   1,376,188 2,554 SH   SOLE   2,554 0 0
VANGUARD SMALL-CAP ETF ETF 922908751   796,528 3,315 SH   SOLE   3,315 0 0
VANGUARD TOTAL STOCK MARKET ETF ETF 922908769   568,897 1,963 SH   SOLE   1,963 0 0
VEEVA SYS INC CL A COM Stock 922475108   11,253,842 53,526 SH   SOLE   53,526 0 0
VERTIV HOLDINGS CO COM CL A Stock 92537N108   4,050,083 35,649 SH   SOLE   35,649 0 0
VISA INC COM CL A Stock 92826C839   15,276,513 48,337 SH   SOLE   48,337 0 0
WALMART INC COM Stock 931142103   8,506,091 94,146 SH   SOLE   94,146 0 0
WORKDAY INC CL A Stock 98138H101   23,600,972 91,466 SH   SOLE   91,466 0 0
ZOETIS INC CL A Stock 98978V103   10,911,585 66,971 SH   SOLE   66,971 0 0