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
3M CO COM 88579Y101 BBG001S5T7X2 10,311,913 97,218 SH   SOLE   97,218 0 0
ADOBE INC COM 00724F101 BBG001S5NCQ5 11,913,101 23,609 SH   SOLE   23,609 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 2,903,543 16,087 SH   SOLE   16,087 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 9,461,788 65,025 SH   SOLE   65,025 0 0
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 719,391 4,361 SH   SOLE   4,361 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3,428,526 22,716 SH   SOLE   22,716 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 20,048,379 131,672 SH   SOLE   131,672 0 0
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 7,857,401 180,133 SH   SOLE   180,133 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 26,460,123 146,691 SH   SOLE   146,691 0 0
AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 450,992 5,238 SH   SOLE   5,238 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 1,516,847 5,335 SH   SOLE   5,335 0 0
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 976,489 4,937 SH   SOLE   4,937 0 0
ANSYS INC COM 03662Q105 BBG001S926L8 300,641 866 SH   SOLE   866 0 0
APPLE INC COM 037833100 BBG001S5N8V8 10,207,518 59,526 SH   SOLE   59,526 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 1,705,935 8,272 SH   SOLE   8,272 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 833,634 859 SH   SOLE   859 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 392,747 5,797 SH   SOLE   5,797 0 0
ATLASSIAN CORPORATION CL A 049468101 BBG01BGWHFS4 305,542 1,566 SH   SOLE   1,566 0 0
AUTODESK INC COM 052769106 BBG001S5SCD4 2,506,282 9,624 SH   SOLE   9,624 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 1,021,437 4,090 SH   SOLE   4,090 0 0
BAKER HUGHES COMPANY CL A 05722G100 BBG00GBVBK60 333,828 9,965 SH   SOLE   9,965 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 22,867,997 603,059 SH   SOLE   603,059 0 0
BANK NEW YORK MELLON CORP COM 064058100 BBG001S5P6Q6 2,909,810 50,500 SH   SOLE   50,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 3,208,988 7,631 SH   SOLE   7,631 0 0
BIOGEN INC COM 09062X103 BBG001S67826 8,872,096 41,145 SH   SOLE   41,145 0 0
BLACKROCK INC COM 09247X101 BBG001SDBP55 379,334 455 SH   SOLE   455 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 1,233,479 340 SH   SOLE   340 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 7,464,760 137,650 SH   SOLE   137,650 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 BBG001S6VV46 43,610,029 1,429,837 SH   SOLE   1,429,837 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 6,115,442 4,614 SH   SOLE   4,614 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 BBG001SB6KF5 3,780,351 49,650 SH   SOLE   49,650 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 843,569 2,710 SH   SOLE   2,710 0 0
CAMPBELL SOUP CO COM 134429109 BBG001S5Q2B0 9,351,169 210,375 SH   SOLE   210,375 0 0
CDW CORP COM 12514G108 BBG001V18TB6 341,722 1,336 SH   SOLE   1,336 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 BBG001T3TDG2 419,960 1,445 SH   SOLE   1,445 0 0
CINTAS CORP COM 172908105 BBG001S7CRG1 693,213 1,009 SH   SOLE   1,009 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 2,012,122 40,315 SH   SOLE   40,315 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG001S5STN6 18,074,120 246,611 SH   SOLE   246,611 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 12,884,444 297,219 SH   SOLE   297,219 0 0
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 582,647 3,152 SH   SOLE   3,152 0 0
COPART INC COM 217204106 BBG001S7MTB1 554,410 9,572 SH   SOLE   9,572 0 0
CORTEVA INC COM 22052L104 BBG00BN969D0 9,465,954 164,140 SH   SOLE   164,140 0 0
COSTAR GROUP INC COM 22160N109 BBG001SD3DY9 392,776 4,066 SH   SOLE   4,066 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 3,236,027 4,417 SH   SOLE   4,417 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 726,457 2,266 SH   SOLE   2,266 0 0
CSX CORP COM 126408103 BBG001S5Q7Q3 723,087 19,506 SH   SOLE   19,506 0 0
DATADOG INC CL A COM 23804L103 BBG003NJHZW5 376,486 3,046 SH   SOLE   3,046 0 0
DBX ETF TR XTRACK HRVST CSI 233051879 BBG005HJL932 38,420,775 1,596,210 SH   SOLE   1,596,210 0 0
DEXCOM INC COM 252131107 BBG001SKZG99 532,331 3,838 SH   SOLE   3,838 0 0
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 351,950 1,776 SH   SOLE   1,776 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 7,390,911 60,403 SH   SOLE   60,403 0 0
DOLLAR TREE INC COM 256746108 BBG001S6ZGL6 288,802 2,169 SH   SOLE   2,169 0 0
DOORDASH INC CL A 25809K105 BBG005D7QCK1 516,588 3,751 SH   SOLE   3,751 0 0
ECOLAB INC COM 278865100 BBG001S5QRB5 5,115,359 22,154 SH   SOLE   22,154 0 0
ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 353,035 2,661 SH   SOLE   2,661 0 0
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 4,228,071 37,278 SH   SOLE   37,278 0 0
EPAM SYS INC COM 29414B104 BBG001SKDJH8 3,214,502 11,640 SH   SOLE   11,640 0 0
EQUIFAX INC COM 294429105 BBG001S5QSK3 9,088,992 33,975 SH   SOLE   33,975 0 0
ETSY INC COM 29786A106 BBG001T53625 8,837,048 128,595 SH   SOLE   128,595 0 0
EXELON CORP COM 30161N101 BBG001SBJMT2 373,859 9,951 SH   SOLE   9,951 0 0
FASTENAL CO COM 311900104 BBG001S5R1F7 439,467 5,697 SH   SOLE   5,697 0 0
FORTINET INC COM 34959E109 BBG001S77BL6 5,249,009 76,841 SH   SOLE   76,841 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 2,131,417 45,330 SH   SOLE   45,330 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 412,095 4,533 SH   SOLE   4,533 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 9,898,126 135,128 SH   SOLE   135,128 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 BBG001SV0YS3 284,156 5,453 SH   SOLE   5,453 0 0
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 5,396,638 26,293 SH   SOLE   26,293 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 BBG001V0PDL3 378,911 1,300 SH   SOLE   1,300 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 446,522 827 SH   SOLE   827 0 0
ILLUMINA INC COM 452327109 BBG001SF4NY1 217,240 1,582 SH   SOLE   1,582 0 0
INTEL CORP COM 458140100 BBG001S5SF65 1,859,380 42,096 SH   SOLE   42,096 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 5,347,264 38,909 SH   SOLE   38,909 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 BBG001S5S5F7 10,259,725 119,313 SH   SOLE   119,313 0 0
INTUIT COM 461202103 BBG001S6TWR2 1,811,550 2,787 SH   SOLE   2,787 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 1,399,609 3,507 SH   SOLE   3,507 0 0
INVESCO EXCH TRADED FD TR II CHINA TECHNLGY 46138E800 BBG00KXH5265 1,793,052 55,928 SH   SOLE   55,928 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 BBG001S8SYN9 5,910,519 82,850 SH   SOLE   82,850 0 0
ISHARES TR CORE MSCI EURO 46434V738 BBG006MJ8984 405,090 7,000 SH   SOLE   7,000 0 0
ISHARES TR CYBERSECURITY 46435U135 BBG00PC1B2X5 303,588 6,480 SH   SOLE   6,480 0 0
ISHARES TR GLB CNSM STP ETF 464288737 BBG001SNVWR2 3,943,794 64,610 SH   SOLE   64,610 0 0
ISHARES TR GLOB HLTHCRE ETF 464287325 BBG001SJX8Q3 1,180,550 12,675 SH   SOLE   12,675 0 0
ISHARES TR GLOBAL ENERG ETF 464287341 BBG001S7RSN5 676,699 15,750 SH   SOLE   15,750 0 0
ISHARES TR GLOBAL FINLS ETF 464287333 BBG001SJX8P4 610,835 7,050 SH   SOLE   7,050 0 0
ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 532,002 3,877 SH   SOLE   3,877 0 0
ISHARES TR LATN AMER 40 ETF 464287390 BBG001SJRVW2 4,388,451 154,143 SH   SOLE   154,143 0 0
ISHARES TR MSCI CHINA ETF 46429B671 BBG001S56D46 4,707,250 118,481 SH   SOLE   118,481 0 0
ISHARES TR MSCI INTL QUALTY 46434V456 BBG007WGM3H4 3,626,191 91,455 SH   SOLE   91,455 0 0
KELLANOVA COM 487836108 BBG001S5SJL0 7,376,374 128,755 SH   SOLE   128,755 0 0
KENVUE INC COM 49177J102 BBG01C79X614 2,950,750 137,500 SH   SOLE   137,500 0 0
KEURIG DR PEPPER INC COM 49271V100 BBG001ST5W34 3,665,218 119,505 SH   SOLE   119,505 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 BBG0059FN820 4,738,314 30,300 SH   SOLE   30,300 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 940,275 1,346 SH   SOLE   1,346 0 0
KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 445,678 12,078 SH   SOLE   12,078 0 0
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 1,267,899 1,305 SH   SOLE   1,305 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 10,594,267 68,727 SH   SOLE   68,727 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 2,911,168 6,400 SH   SOLE   6,400 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 470,733 1,205 SH   SOLE   1,205 0 0
MARKETAXESS HLDGS INC COM 57060D108 BBG001S8R6K4 9,491,113 43,289 SH   SOLE   43,289 0 0
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 727,157 2,882 SH   SOLE   2,882 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 610,064 8,607 SH   SOLE   8,607 0 0
MASCO CORP COM 574599106 BBG001S5SZ70 5,369,440 68,071 SH   SOLE   68,071 0 0
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 762,028 504 SH   SOLE   504 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 6,551,445 13,492 SH   SOLE   13,492 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 4,270,196 47,600 SH   SOLE   47,600 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 1,295,729 10,991 SH   SOLE   10,991 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 38,288,044 91,006 SH   SOLE   91,006 0 0
MODERNA INC COM 60770K107 BBG003PHHZV8 405,354 3,804 SH   SOLE   3,804 0 0
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 938,420 13,406 SH   SOLE   13,406 0 0
MONGODB INC CL A 60937P106 BBG0022FDRZ7 257,504 718 SH   SOLE   718 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 BBG008NVB1F7 614,200 10,361 SH   SOLE   10,361 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 2,616,378 4,308 SH   SOLE   4,308 0 0
NEWMONT CORP COM 651639106 BBG001S5TKX3 2,250,752 62,800 SH   SOLE   62,800 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 9,327,515 99,250 SH   SOLE   99,250 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 8,707,608 9,637 SH   SOLE   9,637 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 BBG001S6WQT9 475,245 2,167 SH   SOLE   2,167 0 0
ON SEMICONDUCTOR CORP COM 682189105 BBG001SF7RS6 312,882 4,254 SH   SOLE   4,254 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 5,202,013 41,414 SH   SOLE   41,414 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 662,653 587 SH   SOLE   587 0 0
PACCAR INC COM 693718108 BBG001S5V1S8 646,210 5,216 SH   SOLE   5,216 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 913,762 3,216 SH   SOLE   3,216 0 0
PAYCHEX INC COM 704326107 BBG001S5V135 441,589 3,596 SH   SOLE   3,596 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 714,783 10,670 SH   SOLE   10,670 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDFH8 773,063 6,650 SH   SOLE   6,650 0 0
PEPSICO INC COM 713448108 BBG001S695T1 4,280,220 24,457 SH   SOLE   24,457 0 0
PFIZER INC COM 717081103 BBG001S5V466 8,643,098 311,463 SH   SOLE   311,463 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 3,611,569 39,419 SH   SOLE   39,419 0 0
POLARIS INC COM 731068102 BBG001S7HWZ4 5,972,058 59,649 SH   SOLE   59,649 0 0
PROSHARES TR S&P 500 DV ARIST 74348A467 BBG005D266P2 3,907,466 38,501 SH   SOLE   38,501 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 1,881,092 11,111 SH   SOLE   11,111 0 0
REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 1,033,714 1,074 SH   SOLE   1,074 0 0
ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 2,915,246 5,198 SH   SOLE   5,198 0 0
ROSS STORES INC COM 778296103 BBG001S5VRS1 491,940 3,352 SH   SOLE   3,352 0 0
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 9,901,928 101,527 SH   SOLE   101,527 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 12,157,131 40,365 SH   SOLE   40,365 0 0
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 8,630,741 119,308 SH   SOLE   119,308 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 BBG001S70ZY6 148,437 38,257 SH   SOLE   38,257 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 3,802,281 41,605 SH   SOLE   41,605 0 0
SYNOPSYS INC COM 871607107 BBG001S5VTR8 867,537 1,518 SH   SOLE   1,518 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 1,078,468 7,927 SH   SOLE   7,927 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 252,136 1,698 SH   SOLE   1,698 0 0
TERADYNE INC COM 880770102 BBG001S5WMZ3 9,588,745 84,984 SH   SOLE   84,984 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 3,266,706 18,583 SH   SOLE   18,583 0 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 1,577,123 9,053 SH   SOLE   9,053 0 0
THE TRADE DESK INC COM CL A 88339J105 BBG00629NGW8 387,271 4,430 SH   SOLE   4,430 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 4,603,183 7,920 SH   SOLE   7,920 0 0
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 1,928,771 11,817 SH   SOLE   11,817 0 0
TRANSUNION COM 89400J107 BBG002Q7J607 8,427,439 105,607 SH   SOLE   105,607 0 0
TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 9,059,513 21,316 SH   SOLE   21,316 0 0
US BANCORP DEL COM NEW 902973304 BBG001S6T8C1 9,231,757 206,527 SH   SOLE   206,527 0 0
VANECK ETF TRUST AGRIBUSINESS ETF 92189F700 BBG001SPSH76 2,633,579 34,942 SH   SOLE   34,942 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 BBG001SR42Z0 2,506,914 79,270 SH   SOLE   79,270 0 0
VEEVA SYS INC CL A COM 922475108 BBG001TX0CB4 8,326,707 35,939 SH   SOLE   35,939 0 0
VERISK ANALYTICS INC COM 92345Y106 BBG001SBRX64 336,387 1,427 SH   SOLE   1,427 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 1,074,704 2,571 SH   SOLE   2,571 0 0
VIATRIS INC COM 92556V106 BBG00Y52JV51 73,422,033 6,149,249 SH   SOLE   6,149,249 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 BBG001S6MDB8 82,496,628 9,269,284 SH   SOLE   9,269,284 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 BBG001S5XBY7 186,230 8,586 SH   SOLE   8,586 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 212,052 24,290 SH   SOLE   24,290 0 0
WATERS CORP COM 941848103 BBG001S8MDG9 2,571,398 7,470 SH   SOLE   7,470 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 14,438,879 249,118 SH   SOLE   249,118 0 0
WORKDAY INC CL A 98138H101 BBG001T21KQ7 3,158,445 11,580 SH   SOLE   11,580 0 0
XCEL ENERGY INC COM 98389B100 BBG001S7F0X8 297,076 5,527 SH   SOLE   5,527 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 BBG001S7DQJ9 9,662,916 73,215 SH   SOLE   73,215 0 0
ZSCALER INC COM 98980G102 BBG003338H61 284,322 1,476 SH   SOLE   1,476 0 0