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
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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 002824100   784,617 7,197 SH   SOLE   7,197 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,905,281 9,415 SH   SOLE   9,415 0 0
ADVANCED MICRO DEVICES INC COM 007903107   1,239,910 10,885 SH   SOLE   10,885 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   628,426 5,226 SH   SOLE   5,226 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,203,491 14,439 SH   SOLE   14,439 0 0
AMERICAN EXPRESS CO COM 025816109   1,203,025 6,906 SH   SOLE   6,906 0 0
AMPHENOL CORP NEW CL A 032095101   810,763 9,544 SH   SOLE   9,544 0 0
ANALOG DEVICES INC COM 032654105   920,087 4,723 SH   SOLE   4,723 0 0
AON PLC SHS CL A G0403H108   874,047 2,532 SH   SOLE   2,532 0 0
APPLE INC COM 037833100   1,062,373 5,477 SH   SOLE   5,477 0 0
APPLIED MATLS INC COM 038222105   1,123,221 7,771 SH   SOLE   7,771 0 0
BAIDU INC SPON ADR REP A 056752108   1,308,723 9,559 SH   SOLE   9,559 0 0
BANK NEW YORK MELLON CORP COM 064058100   863,154 19,388 SH   SOLE   19,388 0 0
BERKLEY W R CORP COM 084423102   622,342 10,449 SH   SOLE   10,449 0 0
BLOCK INC CL A 852234103   1,414,746 21,252 SH   SOLE   21,252 0 0
BROADCOM INC COM 11135F101   1,933,502 2,229 SH   SOLE   2,229 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   1,248,519 7,538 SH   SOLE   7,538 0 0
CANAAN INC SPONSORED ADS 134748102   1,060,859 498,056 SH   SOLE   498,056 0 0
CDW CORP COM 12514G108   1,127,975 6,147 SH   SOLE   6,147 0 0
CHEVRON CORP NEW COM 166764100   679,437 4,318 SH   SOLE   4,318 0 0
CINTAS CORP COM 172908105   1,282,963 2,581 SH   SOLE   2,581 0 0
CISCO SYS INC COM 17275R102   1,248,641 24,133 SH   SOLE   24,133 0 0
CITIGROUP INC COM NEW 172967424   1,032,723 22,431 SH   SOLE   22,431 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   814,238 12,473 SH   SOLE   12,473 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   2,626,314 36,706 SH   SOLE   36,706 0 0
CUSTOMERS BANCORP INC COM 23204G100   1,299,758 42,953 SH   SOLE   42,953 0 0
ELEVANCE HEALTH INC COM 036752103   980,104 2,206 SH   SOLE   2,206 0 0
EXPEDITORS INTL WASH INC COM 302130109   926,160 7,646 SH   SOLE   7,646 0 0
FASTENAL CO COM 311900104   849,279 14,397 SH   SOLE   14,397 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   659,594 2,045 SH   SOLE   2,045 0 0
GRAINGER W W INC COM 384802104   1,540,116 1,953 SH   SOLE   1,953 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   1,278,043 76,074 SH   SOLE   76,074 0 0
HOME DEPOT INC COM 437076102   757,340 2,438 SH   SOLE   2,438 0 0
HP INC COM 40434L105   799,903 26,047 SH   SOLE   26,047 0 0
HUNT J B TRANS SVCS INC COM 445658107   1,162,031 6,419 SH   SOLE   6,419 0 0
INFOSYS LTD SPONSORED ADR 456788108   938,295 58,388 SH   SOLE   58,388 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   1,067,814 9,443 SH   SOLE   9,443 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   1,487,700 11,118 SH   SOLE   11,118 0 0
INTUIT COM 461202103   879,725 1,920 SH   SOLE   1,920 0 0
JD.COM INC SPON ADR CL A 47215P106   1,124,686 32,953 SH   SOLE   32,953 0 0
JPMORGAN CHASE & CO COM 46625H100   1,149,121 7,901 SH   SOLE   7,901 0 0
KLA CORP COM NEW 482480100   1,026,302 2,116 SH   SOLE   2,116 0 0
KROGER CO COM 501044101   795,522 16,926 SH   SOLE   16,926 0 0
LAM RESEARCH CORP COM 512807108   1,721,579 2,678 SH   SOLE   2,678 0 0
LINDE PLC SHS G54950103   1,380,272 3,622 SH   SOLE   3,622 0 0
LOWES COS INC COM 548661107   840,281 3,723 SH   SOLE   3,723 0 0
MARATHON DIGITAL HOLDINGS IN COM 565788106   2,470,060 178,215 SH   SOLE   178,215 0 0
MARATHON PETE CORP COM 56585A102   799,526 6,857 SH   SOLE   6,857 0 0
MARSH & MCLENNAN COS INC COM 571748102   855,012 4,546 SH   SOLE   4,546 0 0
MASTERCARD INCORPORATED CL A 57636Q104   2,751,134 6,995 SH   SOLE   6,995 0 0
MCKESSON CORP COM 58155Q103   1,158,438 2,711 SH   SOLE   2,711 0 0
META PLATFORMS INC CL A 30303M102   1,012,752 3,529 SH   SOLE   3,529 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   995,614 11,113 SH   SOLE   11,113 0 0
MICRON TECHNOLOGY INC COM 595112103   1,018,217 16,134 SH   SOLE   16,134 0 0
MICROSOFT CORP COM 594918104   2,527,829 7,423 SH   SOLE   7,423 0 0
MICROSTRATEGY INC CL A NEW 594972408   3,326,268 9,714 SH   SOLE   9,714 0 0
MONOLITHIC PWR SYS INC COM 609839105   1,703,885 3,154 SH   SOLE   3,154 0 0
MSCI INC COM 55354G100   862,086 1,837 SH   SOLE   1,837 0 0
NASDAQ INC COM 631103108   1,617,733 32,452 SH   SOLE   32,452 0 0
NORDSON CORP COM 655663102   1,378,640 5,555 SH   SOLE   5,555 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   977,737 123,921 SH   SOLE   123,921 0 0
NUCOR CORP COM 670346105   868,766 5,298 SH   SOLE   5,298 0 0
NVIDIA CORPORATION COM 67066G104   1,015,248 2,400 SH   SOLE   2,400 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   1,571,068 4,249 SH   SOLE   4,249 0 0
ORACLE CORP COM 68389X105   1,315,349 11,045 SH   SOLE   11,045 0 0
OVERSTOCK COM INC DEL COM 690370101   2,505,284 76,920 SH   SOLE   76,920 0 0
PAYPAL HLDGS INC COM 70450Y103   1,288,289 19,306 SH   SOLE   19,306 0 0
PHILLIPS 66 COM 718546104   1,111,272 11,651 SH   SOLE   11,651 0 0
POOL CORP COM 73278L105   1,421,384 3,794 SH   SOLE   3,794 0 0
PROLOGIS INC. COM 74340W103   1,237,091 10,088 SH   SOLE   10,088 0 0
ROBERT HALF INTL INC COM 770323103   781,837 10,394 SH   SOLE   10,394 0 0
ROBINHOOD MKTS INC COM CL A 770700102   1,265,723 126,826 SH   SOLE   126,826 0 0
SAP SE SPON ADR 803054204   1,310,503 9,579 SH   SOLE   9,579 0 0
SNAP ON INC COM 833034101   2,229,438 7,736 SH   SOLE   7,736 0 0
SPLUNK INC COM 848637104   1,453,433 13,700 SH   SOLE   13,700 0 0
SYSCO CORP COM 871829107   668,987 9,016 SH   SOLE   9,016 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,109,918 10,998 SH   SOLE   10,998 0 0
TE CONNECTIVITY LTD SHS H84989104   864,367 6,167 SH   SOLE   6,167 0 0
TEXAS INSTRS INC COM 882508104   3,011,617 16,581 SH   SOLE   16,581 0 0
UNITED PARCEL SERVICE INC CL B 911312106   728,293 4,063 SH   SOLE   4,063 0 0
UNITEDHEALTH GROUP INC COM 91324P102   695,966 1,448 SH   SOLE   1,448 0 0
VISA INC COM CL A 92826C839   3,704,850 16,027 SH   SOLE   16,027 0 0
WALMART INC COM 931142103   2,045,416 13,531 SH   SOLE   13,531 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   1,246,469 3,259 SH   SOLE   3,259 0 0
WISDOMTREE INC COM 97717P104   1,894,622 300,705 SH   SOLE   300,705 0 0
ZOETIS INC CL A 98978V103   909,786 5,283 SH   SOLE   5,283 0 0