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   19,880,492 85,324 SH   SOLE   85,324 0 0
Airbnb Inc COM CL A 009066101   825,660 6,511 SH   SOLE   6,511 0 0
Adobe Inc COM 00724F101   3,370,230 6,509 SH   SOLE   6,509 0 0
Analog Devices Inc COM 032654105   1,654,692 7,189 SH   SOLE   7,189 0 0
Automatic Data Processing Inc COM 053015103   1,637,688 5,918 SH   SOLE   5,918 0 0
Autodesk Inc COM 052769106   869,415 3,156 SH   SOLE   3,156 0 0
American Electric Power Co Inc COM 025537101   779,863 7,601 SH   SOLE   7,601 0 0
Applied Materials Inc COM 038222105   2,476,527 12,257 SH   SOLE   12,257 0 0
Advanced Micro Devices Inc COM 007903107   3,805,672 23,194 SH   SOLE   23,194 0 0
Amgen Inc COM 031162100   2,524,515 7,835 SH   SOLE   7,835 0 0
Amazon.com Inc COM 023135106   10,874,778 58,363 SH   SOLE   58,363 0 0
ANSYS Inc COM 03662Q105   405,297 1,272 SH   SOLE   1,272 0 0
ARM Holdings PLC SPONSORED ADS 042068205   244,261 1,708 SH   SOLE   1,708 0 0
ASML Holding NV N Y REGISTRY SHS N07059210   1,114,055 1,337 SH   SOLE   1,337 0 0
Broadcom Inc COM 11135F101   11,629,605 67,418 SH   SOLE   67,418 0 0
AstraZeneca PLC SPONSORED ADR 046353108   661,144 8,486 SH   SOLE   8,486 0 0
Biogen Inc COM 09062X103   405,513 2,092 SH   SOLE   2,092 0 0
Booking Holdings Inc COM 09857L108   2,110,272 501 SH   SOLE   501 0 0
Baker Hughes Co COM 05722G100   524,898 14,520 SH   SOLE   14,520 0 0
Coca-Cola Europacific Partners PLC SHS G25839104   526,365 6,684 SH   SOLE   6,684 0 0
Cadence Design Systems Inc COM 127387108   1,062,438 3,920 SH   SOLE   3,920 0 0
CDW Corp/DE COM 12514G108   439,927 1,944 SH   SOLE   1,944 0 0
Constellation Energy Corp COM 21037T109   1,192,452 4,586 SH   SOLE   4,586 0 0
Charter Communications Inc CL A 16119P108   677,651 2,091 SH   SOLE   2,091 0 0
Comcast Corp CL A 20030N101   2,354,408 56,366 SH   SOLE   56,366 0 0
Costco Wholesale Corp COM 22160K105   5,724,260 6,457 SH   SOLE   6,457 0 0
Copart Inc COM 217204106   732,762 13,984 SH   SOLE   13,984 0 0
Crowdstrike Holdings Inc CL A 22788C105   933,685 3,329 SH   SOLE   3,329 0 0
Cisco Systems Inc COM 17275R102   3,037,106 57,067 SH   SOLE   57,067 0 0
CoStar Group Inc COM 22160N109   451,282 5,982 SH   SOLE   5,982 0 0
CSX Corp COM 126408103   980,997 28,410 SH   SOLE   28,410 0 0
Cintas Corp COM 172908105   1,216,957 5,911 SH   SOLE   5,911 0 0
Cognizant Technology Solutions Corp CL A 192446102   554,924 7,190 SH   SOLE   7,190 0 0
DoorDash Inc CL A 25809K105   791,581 5,546 SH   SOLE   5,546 0 0
Datadog Inc CL A COM 23804L103   519,151 4,512 SH   SOLE   4,512 0 0
Dollar Tree Inc COM 256746108   220,102 3,130 SH   SOLE   3,130 0 0
Dexcom Inc COM 252131107   374,821 5,591 SH   SOLE   5,591 0 0
Electronic Arts Inc COM 285512109   548,515 3,824 SH   SOLE   3,824 0 0
Exelon Corp COM 30161N101   584,407 14,412 SH   SOLE   14,412 0 0
Diamondback Energy Inc COM 25278X109   452,722 2,626 SH   SOLE   2,626 0 0
Fastenal Co COM 311900104   583,359 8,168 SH   SOLE   8,168 0 0
Fortinet Inc COM 34959E109   844,442 10,889 SH   SOLE   10,889 0 0
GE HealthCare Technologies Inc COMMON STOCK 36266G107   624,666 6,656 SH   SOLE   6,656 0 0
GLOBALFOUNDRIES Inc ORDINARY SHARES G39387108   318,539 7,914 SH   SOLE   7,914 0 0
Gilead Sciences Inc COM 375558103   1,527,146 18,215 SH   SOLE   18,215 0 0
Alphabet Inc CAP STK CL C 02079K107   5,194,092 31,067 SH   SOLE   31,067 0 0
Alphabet Inc CAP STK CL A 02079K305   5,384,818 32,468 SH   SOLE   32,468 0 0
Honeywell International Inc COM 438516106   1,945,761 9,413 SH   SOLE   9,413 0 0
IDEXX Laboratories Inc COM 45168D104   598,180 1,184 SH   SOLE   1,184 0 0
Illumina Inc COM 452327109   297,596 2,282 SH   SOLE   2,282 0 0
Intel Corp COM 458140100   1,436,643 61,238 SH   SOLE   61,238 0 0
Intuit Inc COM 461202103   2,508,219 4,039 SH   SOLE   4,039 0 0
Intuitive Surgical Inc COM NEW 46120E602   2,529,549 5,149 SH   SOLE   5,149 0 0
Keurig Dr Pepper Inc COM 49271V100   735,845 19,633 SH   SOLE   19,633 0 0
Kraft Heinz Co/The COM 500754106   608,702 17,337 SH   SOLE   17,337 0 0
KLA CORP COM NEW 482480100   1,545,722 1,996 SH   SOLE   1,996 0 0
Linde PLC SHS G54950103   3,320,376 6,963 SH   SOLE   6,963 0 0
Lam Research Corp COM 512807108   1,579,931 1,936 SH   SOLE   1,936 0 0
Lululemon Athletica Inc COM 550021109   472,420 1,741 SH   SOLE   1,741 0 0
Marriott International Inc/MD CL A 571903202   1,035,419 4,165 SH   SOLE   4,165 0 0
Microchip Technology Inc COM 595017104   627,306 7,813 SH   SOLE   7,813 0 0
MongoDB Inc CL A 60937P106   284,679 1,053 SH   SOLE   1,053 0 0
Mondelez International Inc CL A 609207105   1,431,113 19,426 SH   SOLE   19,426 0 0
MercadoLibre Inc COM 58733R102   1,508,191 735 SH   SOLE   735 0 0
Meta Platforms Inc CL A 30303M102   11,356,065 19,838 SH   SOLE   19,838 0 0
Monster Beverage Corp COM 61174X109   790,219 15,147 SH   SOLE   15,147 0 0
Moderna Inc COM 60770K107   369,369 5,527 SH   SOLE   5,527 0 0
MARVELL TECHNOLOGY INC COM 573874104   904,529 12,542 SH   SOLE   12,542 0 0
Microsoft Corp COM 594918104   17,999,449 41,830 SH   SOLE   41,830 0 0
Micron Technology Inc COM 595112103   1,645,567 15,867 SH   SOLE   15,867 0 0
Netflix Inc COM 64110L106   4,344,279 6,125 SH   SOLE   6,125 0 0
NVIDIA Corp COM 67066G104   16,514,018 135,985 SH   SOLE   135,985 0 0
NXP Semiconductors NV COM N6596X109   881,317 3,672 SH   SOLE   3,672 0 0
Old Dominion Freight Line Inc COM 679580100   616,976 3,106 SH   SOLE   3,106 0 0
ON Semiconductor Corp COM 682189105   452,142 6,227 SH   SOLE   6,227 0 0
O'Reilly Automotive Inc COM 67103H107   977,708 849 SH   SOLE   849 0 0
Palo Alto Networks Inc COM 697435105   1,643,033 4,807 SH   SOLE   4,807 0 0
Paychex Inc COM 704326107   702,082 5,232 SH   SOLE   5,232 0 0
PACCAR Inc COM 693718108   753,817 7,639 SH   SOLE   7,639 0 0
PDD Holdings Inc SPONSORED ADS 722304102   1,262,496 9,365 SH   SOLE   9,365 0 0
PepsiCo Inc COM 713448108   3,381,614 19,886 SH   SOLE   19,886 0 0
PayPal Holdings Inc COM 70450Y103   1,179,189 15,112 SH   SOLE   15,112 0 0
QUALCOMM Inc COM 747525103   2,765,353 16,262 SH   SOLE   16,262 0 0
Regeneron Pharmaceuticals Inc COM 75886F107   1,636,781 1,557 SH   SOLE   1,557 0 0
Roper Technologies Inc COM 776696106   858,587 1,543 SH   SOLE   1,543 0 0
Ross Stores Inc COM 778296103   733,134 4,871 SH   SOLE   4,871 0 0
Starbucks Corp COM 855244109   1,596,009 16,371 SH   SOLE   16,371 0 0
SUPER MICRO COMPUTER INC COM 86800U104   352,274 8,460 SH   SOLE   8,460 0 0
Synopsys Inc COM 871607107   1,119,628 2,211 SH   SOLE   2,211 0 0
Atlassian Corp CL A 049468101   348,112 2,192 SH   SOLE   2,192 0 0
T-Mobile US Inc COM 872590104   3,474,896 16,839 SH   SOLE   16,839 0 0
Tesla Inc COM 88160R101   6,997,033 26,744 SH   SOLE   26,744 0 0
Trade Desk Inc/The COM CL A 88339J105   702,637 6,408 SH   SOLE   6,408 0 0
Take-Two Interactive Software Inc COM 874054109   371,824 2,419 SH   SOLE   2,419 0 0
Texas Instruments Inc COM 882508104   2,746,968 13,298 SH   SOLE   13,298 0 0
Verisk Analytics Inc COM 92345Y106   553,605 2,066 SH   SOLE   2,066 0 0
Vertex Pharmaceuticals Inc COM 92532F100   1,721,261 3,701 SH   SOLE   3,701 0 0
Warner Bros Discovery Inc COM SER A 934423104   287,933 34,901 SH   SOLE   34,901 0 0
Workday Inc CL A 98138H101   749,117 3,065 SH   SOLE   3,065 0 0
Xcel Energy Inc COM 98389B100   514,499 7,879 SH   SOLE   7,879 0 0
Zscaler Inc COM 98980G102   365,983 2,141 SH   SOLE   2,141 0 0