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
ADOBE INC COM 00724F101 BBG001S5NCQ5 13,202,105 29,689 SH   SOLE   29,689 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 2,552,534 21,132 SH   SOLE   21,132 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 8,400,012 62,528 SH   SOLE   62,528 0 0
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 740,758 5,637 SH   SOLE   5,637 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 5,854,481 30,927 SH   SOLE   30,927 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 13,134,647 68,970 SH   SOLE   68,970 0 0
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 10,137,881 193,878 SH   SOLE   193,878 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 30,145,722 137,407 SH   SOLE   137,407 0 0
AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 639,615 6,935 SH   SOLE   6,935 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 6,255,099 23,999 SH   SOLE   23,999 0 0
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 1,372,917 6,462 SH   SOLE   6,462 0 0
ANSYS INC COM 03662Q105 BBG001S926L8 383,882 1,138 SH   SOLE   1,138 0 0
APPLE INC COM 037833100 BBG001S5N8V8 20,035,854 80,009 SH   SOLE   80,009 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 1,745,833 10,735 SH   SOLE   10,735 0 0
APPLOVIN CORP COM CL A 03831W108 BBG006HFPX86 1,259,375 3,889 SH   SOLE   3,889 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 BBG01J1GY084 205,641 1,667 SH   SOLE   1,667 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 1,909,435 2,755 SH   SOLE   2,755 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 496,838 7,583 SH   SOLE   7,583 0 0
ATLASSIAN CORPORATION CL A 049468101 BBG01BGWHFS4 511,585 2,102 SH   SOLE   2,102 0 0
AUTODESK INC COM 052769106 BBG001S5SCD4 10,011,843 33,873 SH   SOLE   33,873 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 1,553,225 5,306 SH   SOLE   5,306 0 0
AXON ENTERPRISE INC COM 05464C101 BBG001SB2HG5 590,160 993 SH   SOLE   993 0 0
BAKER HUGHES COMPANY CL A 05722G100 BBG00GBVBK60 528,584 12,886 SH   SOLE   12,886 0 0
BIO RAD LABS INC CL A 090572207 BBG001S625W4 9,302,089 28,316 SH   SOLE   28,316 0 0
BIOGEN INC COM 09062X103 BBG001S67826 4,319,837 28,249 SH   SOLE   28,249 0 0
BOEING CO COM 097023105 BBG001S5P0V3 9,484,014 53,582 SH   SOLE   53,582 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 2,136,421 430 SH   SOLE   430 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 9,881,711 174,712 SH   SOLE   174,712 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 BBG001S6VV46 47,380,493 1,304,529 SH   SOLE   1,304,529 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 9,479,242 40,887 SH   SOLE   40,887 0 0
BROWN FORMAN CORP CL B 115637209 BBG001S5P4H1 7,087,068 186,600 SH   SOLE   186,600 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 1,072,943 3,571 SH   SOLE   3,571 0 0
CDW CORP COM 12514G108 BBG001V18TB6 301,959 1,735 SH   SOLE   1,735 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 BBG001T3TDG2 634,467 1,851 SH   SOLE   1,851 0 0
CINTAS CORP COM 172908105 BBG001S7CRG1 959,358 5,251 SH   SOLE   5,251 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 3,070,408 51,865 SH   SOLE   51,865 0 0
CLOROX CO DEL COM 189054109 BBG001S5PX50 4,067,721 25,046 SH   SOLE   25,046 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG001S5STN6 33,040,854 429,660 SH   SOLE   429,660 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 10,978,463 292,525 SH   SOLE   292,525 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 4,420,000 20,000 SH   SOLE   20,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 910,947 4,072 SH   SOLE   4,072 0 0
COPART INC COM 217204106 BBG001S7MTB1 720,072 12,547 SH   SOLE   12,547 0 0
CORTEVA INC COM 22052L104 BBG00BN969D0 9,389,286 164,840 SH   SOLE   164,840 0 0
COSTAR GROUP INC COM 22160N109 BBG001SD3DY9 382,147 5,338 SH   SOLE   5,338 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 5,285,962 5,769 SH   SOLE   5,769 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 1,041,877 3,045 SH   SOLE   3,045 0 0
CSX CORP COM 126408103 BBG001S5Q7Q3 810,364 25,112 SH   SOLE   25,112 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 4,591,000 20,000 SH   SOLE   20,000 0 0
DATADOG INC CL A COM 23804L103 BBG003NJHZW5 582,705 4,078 SH   SOLE   4,078 0 0
DBX ETF TR XTRACK HRVST CSI 233051879 BBG005HJL932 42,259,660 1,596,210 SH   SOLE   1,596,210 0 0
DEXCOM INC COM 252131107 BBG001SKZG99 395,538 5,086 SH   SOLE   5,086 0 0
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 622,882 3,802 SH   SOLE   3,802 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 10,348,646 92,938 SH   SOLE   92,938 0 0
DOORDASH INC CL A 25809K105 BBG005D7QCK1 849,654 5,065 SH   SOLE   5,065 0 0
ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 499,615 3,415 SH   SOLE   3,415 0 0
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 7,740,172 62,456 SH   SOLE   62,456 0 0
EPAM SYS INC COM 29414B104 BBG001SKDJH8 10,818,384 46,268 SH   SOLE   46,268 0 0
EQUIFAX INC COM 294429105 BBG001S5QSK3 5,043,736 19,791 SH   SOLE   19,791 0 0
ETSY INC COM 29786A106 BBG001T53625 8,026,586 151,760 SH   SOLE   151,760 0 0
EXELON CORP COM 30161N101 BBG001SBJMT2 492,519 13,085 SH   SOLE   13,085 0 0
FASTENAL CO COM 311900104 BBG001S5R1F7 536,449 7,460 SH   SOLE   7,460 0 0
FORTINET INC COM 34959E109 BBG001S77BL6 943,005 9,981 SH   SOLE   9,981 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 1,878,486 49,330 SH   SOLE   49,330 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 465,093 5,949 SH   SOLE   5,949 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 12,003,851 129,954 SH   SOLE   129,954 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 BBG001SV0YS3 308,780 7,196 SH   SOLE   7,196 0 0
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 7,012,077 31,042 SH   SOLE   31,042 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 BBG001V0PDL3 6,724,308 35,584 SH   SOLE   35,584 0 0
IDEX CORP COM 45167R104 BBG001S67N14 2,164,268 10,341 SH   SOLE   10,341 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 440,727 1,066 SH   SOLE   1,066 0 0
INTEL CORP COM 458140100 BBG001S5SF65 1,126,108 56,165 SH   SOLE   56,165 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 BBG001S5S5F7 8,157,891 96,486 SH   SOLE   96,486 0 0
INTUIT COM 461202103 BBG001S6TWR2 2,290,883 3,645 SH   SOLE   3,645 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 2,420,850 4,638 SH   SOLE   4,638 0 0
INVESCO EXCH TRADED FD TR II CHINA TECHNLGY 46138E800 BBG00KXH5265 2,201,326 55,928 SH   SOLE   55,928 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 BBG001S8SYN9 5,558,821 82,850 SH   SOLE   82,850 0 0
ISHARES TR CORE MSCI EURO 46434V738 BBG006MJ8984 378,000 7,000 SH   SOLE   7,000 0 0
ISHARES TR CYBERSECURITY 46435U135 BBG00PC1B2X5 316,159 6,480 SH   SOLE   6,480 0 0
ISHARES TR GLB CNSM STP ETF 464288737 BBG001SNVWR2 3,895,337 64,610 SH   SOLE   64,610 0 0
ISHARES TR GLOB HLTHCRE ETF 464287325 BBG001SJX8Q3 1,085,234 12,675 SH   SOLE   12,675 0 0
ISHARES TR GLOBAL ENERG ETF 464287341 BBG001S7RSN5 601,493 15,750 SH   SOLE   15,750 0 0
ISHARES TR GLOBAL FINLS ETF 464287333 BBG001SJX8P4 677,198 7,050 SH   SOLE   7,050 0 0
ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 512,578 3,877 SH   SOLE   3,877 0 0
ISHARES TR LATN AMER 40 ETF 464287390 BBG001SJRVW2 3,220,818 154,143 SH   SOLE   154,143 0 0
ISHARES TR MSCI CHINA ETF 46429B671 BBG001S56D46 5,552,020 118,481 SH   SOLE   118,481 0 0
ISHARES TR MSCI INTL QUALTY 46434V456 BBG007WGM3H4 3,392,066 91,455 SH   SOLE   91,455 0 0
KENVUE INC COM 49177J102 BBG01C79X614 9,032,331 423,060 SH   SOLE   423,060 0 0
KEURIG DR PEPPER INC COM 49271V100 BBG001ST5W34 567,368 17,664 SH   SOLE   17,664 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 1,097,039 1,741 SH   SOLE   1,741 0 0
KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 483,560 15,746 SH   SOLE   15,746 0 0
LAM RESEARCH CORP COM NEW 512807306 BBG001S5SW40 5,090,409 70,475 SH   SOLE   70,475 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 9,482,121 126,462 SH   SOLE   126,462 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 585,852 1,532 SH   SOLE   1,532 0 0
MARKETAXESS HLDGS INC COM 57060D108 BBG001S8R6K4 8,564,430 37,889 SH   SOLE   37,889 0 0
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 1,009,205 3,618 SH   SOLE   3,618 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 1,245,876 11,280 SH   SOLE   11,280 0 0
MASCO CORP COM 574599106 BBG001S5SZ70 3,299,322 45,464 SH   SOLE   45,464 0 0
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 1,122,290 660 SH   SOLE   660 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 4,277,640 43,000 SH   SOLE   43,000 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 6,756,200 11,539 SH   SOLE   11,539 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 3,728,496 65,013 SH   SOLE   65,013 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 1,220,909 14,507 SH   SOLE   14,507 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 40,404,990 95,860 SH   SOLE   95,860 0 0
MICROSTRATEGY INC CL A NEW 594972408 BBG001SC7PX1 690,164 2,383 SH   SOLE   2,383 0 0
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 5,519,828 92,413 SH   SOLE   92,413 0 0
MONGODB INC CL A 60937P106 BBG0022FDRZ7 223,730 961 SH   SOLE   961 0 0
MONOLITHIC PWR SYS INC COM 609839105 BBG001SDRGP6 3,181,571 5,377 SH   SOLE   5,377 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 BBG008NVB1F7 665,620 12,664 SH   SOLE   12,664 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 4,961,087 5,566 SH   SOLE   5,566 0 0
NEWMONT CORP COM 651639106 BBG001S5TKX3 1,287,812 34,600 SH   SOLE   34,600 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 8,443,259 111,580 SH   SOLE   111,580 0 0
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 4,345,625 9,260 SH   SOLE   9,260 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 17,407,744 129,628 SH   SOLE   129,628 0 0
OCCIDENTAL PETE CORP COM 674599105 BBG001S5TZG9 2,361,798 47,800 SH   SOLE   47,800 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 BBG001S6WQT9 490,392 2,780 SH   SOLE   2,780 0 0
ON SEMICONDUCTOR CORP COM 682189105 BBG001SF7RS6 349,549 5,544 SH   SOLE   5,544 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 9,313,676 55,891 SH   SOLE   55,891 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 890,536 751 SH   SOLE   751 0 0
OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60LN7 1,907,766 20,600 SH   SOLE   20,600 0 0
PACCAR INC COM 693718108 BBG001S5V1S8 710,145 6,827 SH   SOLE   6,827 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 2,147,665 28,397 SH   SOLE   28,397 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 1,554,848 8,545 SH   SOLE   8,545 0 0
PAYCHEX INC COM 704326107 BBG001S5V135 657,071 4,686 SH   SOLE   4,686 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 1,114,244 13,055 SH   SOLE   13,055 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDFH8 843,619 8,698 SH   SOLE   8,698 0 0
PEPSICO INC COM 713448108 BBG001S695T1 2,716,704 17,866 SH   SOLE   17,866 0 0
PFIZER INC COM 717081103 BBG001S5V466 8,966,158 337,963 SH   SOLE   337,963 0 0
PROSHARES TR S&P 500 DV ARIST 74348A467 BBG005D266P2 3,826,229 38,501 SH   SOLE   38,501 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 3,199,905 20,830 SH   SOLE   20,830 0 0
REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 1,002,248 1,407 SH   SOLE   1,407 0 0
ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 725,711 1,396 SH   SOLE   1,396 0 0
ROSS STORES INC COM 778296103 BBG001S5VRS1 653,486 4,320 SH   SOLE   4,320 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 11,415,698 34,145 SH   SOLE   34,145 0 0
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 6,000,731 81,080 SH   SOLE   81,080 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 1,347,215 14,764 SH   SOLE   14,764 0 0
SYNOPSYS INC COM 871607107 BBG001S5VTR8 970,720 2,000 SH   SOLE   2,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 420,991 2,287 SH   SOLE   2,287 0 0
TERADYNE INC COM 880770102 BBG001S5WMZ3 4,749,325 37,717 SH   SOLE   37,717 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 7,753,728 19,200 SH   SOLE   19,200 0 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 2,227,431 11,879 SH   SOLE   11,879 0 0
THE CAMPBELLS COMPANY COM 134429109 BBG001S5Q2B0 8,377,885 200,045 SH   SOLE   200,045 0 0
THE TRADE DESK INC COM CL A 88339J105 BBG00629NGW8 688,138 5,855 SH   SOLE   5,855 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 4,120,222 7,920 SH   SOLE   7,920 0 0
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 3,335,672 15,112 SH   SOLE   15,112 0 0
TRANSUNION COM 89400J107 BBG002Q7J607 7,768,264 83,791 SH   SOLE   83,791 0 0
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 4,363,060 34,600 SH   SOLE   34,600 0 0
US BANCORP DEL COM NEW 902973304 BBG001S6T8C1 9,280,311 194,027 SH   SOLE   194,027 0 0
VANECK ETF TRUST AGRIBUSINESS ETF 92189F700 BBG001SPSH76 2,252,012 34,942 SH   SOLE   34,942 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 BBG001SR42Z0 2,356,083 69,460 SH   SOLE   69,460 0 0
VEEVA SYS INC CL A COM 922475108 BBG001TX0CB4 8,616,466 40,982 SH   SOLE   40,982 0 0
VERISK ANALYTICS INC COM 92345Y106 BBG001SBRX64 506,240 1,838 SH   SOLE   1,838 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 1,350,253 3,353 SH   SOLE   3,353 0 0
VIATRIS INC COM 92556V106 BBG00Y52JV51 62,441,294 5,015,365 SH   SOLE   5,015,365 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 BBG001S6MDB8 78,696,221 9,269,284 SH   SOLE   9,269,284 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 337,669 31,946 SH   SOLE   31,946 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 BBG001S5XK22 4,585,840 14,000 SH   SOLE   14,000 0 0
WORKDAY INC CL A 98138H101 BBG001T21KQ7 3,166,802 12,273 SH   SOLE   12,273 0 0
XCEL ENERGY INC COM 98389B100 BBG001S7F0X8 504,915 7,478 SH   SOLE   7,478 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 BBG001S7DQJ9 8,978,444 84,999 SH   SOLE   84,999 0 0
ZSCALER INC COM 98980G102 BBG003338H61 360,279 1,997 SH   SOLE   1,997 0 0