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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   3,409,442 9,716 SH   SOLE   9,716 0 0
ADVANCED MICRO DEVICES INC COM 007903107   1,430,467 9,704 SH   SOLE   9,704 0 0
ALBEMARLE CORP COM 012653101   931,029 6,444 SH   SOLE   6,444 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   976,316 12,596 SH   SOLE   12,596 0 0
ALLEGION PLC ORD SHS G0176J109   931,805 7,355 SH   SOLE   7,355 0 0
AMERICAN EXPRESS CO COM 025816109   1,244,687 6,644 SH   SOLE   6,644 0 0
ANALOG DEVICES INC COM 032654105   930,254 4,685 SH   SOLE   4,685 0 0
AON PLC SHS CL A G0403H108   745,011 2,560 SH   SOLE   2,560 0 0
APPLE INC COM 037833100   795,534 4,132 SH   SOLE   4,132 0 0
APPLIED MATLS INC COM 038222105   908,726 5,607 SH   SOLE   5,607 0 0
BAIDU INC SPON ADR REP A 056752108   883,886 7,422 SH   SOLE   7,422 0 0
BANK NEW YORK MELLON CORP COM 064058100   1,106,115 21,251 SH   SOLE   21,251 0 0
BEYOND INC COM 690370101   1,206,453 43,570 SH   SOLE   43,570 0 0
BLOCK INC CL A 852234103   2,392,281 30,928 SH   SOLE   30,928 0 0
BROADCOM INC COM 11135F101   1,457,823 1,306 SH   SOLE   1,306 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   2,044,538 9,937 SH   SOLE   9,937 0 0
BROWN & BROWN INC COM 115236101   793,588 11,160 SH   SOLE   11,160 0 0
CANAAN INC SPONSORED ADS 134748102   1,628,368 704,921 SH   SOLE   704,921 0 0
CBOE GLOBAL MKTS INC COM 12503M108   781,379 4,376 SH   SOLE   4,376 0 0
CDW CORP COM 12514G108   1,248,896 5,494 SH   SOLE   5,494 0 0
CHUBB LIMITED COM H1467J104   781,282 3,457 SH   SOLE   3,457 0 0
CINTAS CORP COM 172908105   1,383,105 2,295 SH   SOLE   2,295 0 0
CISCO SYS INC COM 17275R102   1,900,209 37,613 SH   SOLE   37,613 0 0
CITIGROUP INC COM NEW 172967424   1,148,089 22,319 SH   SOLE   22,319 0 0
CME GROUP INC COM 12572Q105   735,415 3,492 SH   SOLE   3,492 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   3,731,454 21,455 SH   SOLE   21,455 0 0
COMCAST CORP NEW CL A 20030N101   827,814 19,004 SH   SOLE   19,004 0 0
COSTCO WHSL CORP NEW COM 22160K105   1,979,580 2,999 SH   SOLE   2,999 0 0
CUMMINS INC COM 231021106   856,463 3,575 SH   SOLE   3,575 0 0
CUSTOMERS BANCORP INC COM 23204G100   1,834,736 31,842 SH   SOLE   31,842 0 0
D R HORTON INC COM 23331A109   920,695 6,058 SH   SOLE   6,058 0 0
EATON CORP PLC SHS G29183103   829,143 3,443 SH   SOLE   3,443 0 0
FACTSET RESH SYS INC COM 303075105   1,373,904 2,880 SH   SOLE   2,880 0 0
FASTENAL CO COM 311900104   823,810 12,719 SH   SOLE   12,719 0 0
GLOBE LIFE INC COM 37959E102   782,173 6,426 SH   SOLE   6,426 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   992,972 2,574 SH   SOLE   2,574 0 0
GRAINGER W W INC COM 384802104   1,341,649 1,619 SH   SOLE   1,619 0 0
HERSHEY CO COM 427866108   842,709 4,520 SH   SOLE   4,520 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   780,825 45,985 SH   SOLE   45,985 0 0
HONEYWELL INTL INC COM 438516106   856,875 4,086 SH   SOLE   4,086 0 0
HUBBELL INC COM 443510607   1,294,340 3,935 SH   SOLE   3,935 0 0
ILLINOIS TOOL WKS INC COM 452308109   932,244 3,559 SH   SOLE   3,559 0 0
INFOSYS LTD SPONSORED ADR 456788108   1,042,495 56,719 SH   SOLE   56,719 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   1,126,331 8,770 SH   SOLE   8,770 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   1,593,304 9,742 SH   SOLE   9,742 0 0
INTUIT COM 461202103   853,791 1,366 SH   SOLE   1,366 0 0
JACOBS SOLUTIONS INC COM 46982L108   831,758 6,408 SH   SOLE   6,408 0 0
JD.COM INC SPON ADR CL A 47215P106   864,331 29,918 SH   SOLE   29,918 0 0
JPMORGAN CHASE & CO COM 46625H100   1,299,224 7,638 SH   SOLE   7,638 0 0
KLA CORP COM NEW 482480100   1,430,579 2,461 SH   SOLE   2,461 0 0
LAMB WESTON HLDGS INC COM 513272104   921,792 8,528 SH   SOLE   8,528 0 0
LINDE PLC SHS G54950103   804,581 1,959 SH   SOLE   1,959 0 0
LOCKHEED MARTIN CORP COM 539830109   874,300 1,929 SH   SOLE   1,929 0 0
MARATHON DIGITAL HOLDINGS IN COM 565788106   3,061,875 130,348 SH   SOLE   130,348 0 0
MARATHON PETE CORP COM 56585A102   860,043 5,797 SH   SOLE   5,797 0 0
MARSH & MCLENNAN COS INC COM 571748102   758,069 4,001 SH   SOLE   4,001 0 0
MARTIN MARIETTA MATLS INC COM 573284106   1,414,909 2,836 SH   SOLE   2,836 0 0
MASTERCARD INCORPORATED CL A 57636Q104   2,235,339 5,241 SH   SOLE   5,241 0 0
MCDONALDS CORP COM 580135101   1,380,847 4,657 SH   SOLE   4,657 0 0
META PLATFORMS INC CL A 30303M102   962,417 2,719 SH   SOLE   2,719 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   1,037,701 11,507 SH   SOLE   11,507 0 0
MICRON TECHNOLOGY INC COM 595112103   1,123,757 13,168 SH   SOLE   13,168 0 0
MICROSOFT CORP COM 594918104   2,228,037 5,925 SH   SOLE   5,925 0 0
MICROSTRATEGY INC CL A NEW 594972408   3,355,797 5,313 SH   SOLE   5,313 0 0
MONOLITHIC PWR SYS INC COM 609839105   1,354,285 2,147 SH   SOLE   2,147 0 0
MOODYS CORP COM 615369105   863,138 2,210 SH   SOLE   2,210 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   783,664 2,503 SH   SOLE   2,503 0 0
MSCI INC COM 55354G100   1,338,894 2,367 SH   SOLE   2,367 0 0
NASDAQ INC COM 631103108   1,347,685 23,180 SH   SOLE   23,180 0 0
NORDSON CORP COM 655663102   997,204 3,775 SH   SOLE   3,775 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   1,338,140 160,641 SH   SOLE   160,641 0 0
NVIDIA CORPORATION COM 67066G104   1,346,008 2,718 SH   SOLE   2,718 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   1,160,460 2,863 SH   SOLE   2,863 0 0
ORACLE CORP COM 68389X105   1,115,871 10,584 SH   SOLE   10,584 0 0
PAYPAL HLDGS INC COM 70450Y103   1,293,724 21,067 SH   SOLE   21,067 0 0
PPG INDS INC COM 693506107   931,697 6,230 SH   SOLE   6,230 0 0
PROCTER AND GAMBLE CO COM 742718109   868,836 5,929 SH   SOLE   5,929 0 0
PULTE GROUP INC COM 745867101   971,713 9,414 SH   SOLE   9,414 0 0
ROBINHOOD MKTS INC COM CL A 770700102   1,320,960 103,686 SH   SOLE   103,686 0 0
ROCKWELL AUTOMATION INC COM 773903109   941,996 3,034 SH   SOLE   3,034 0 0
SAP SE SPON ADR 803054204   879,153 5,687 SH   SOLE   5,687 0 0
SHERWIN WILLIAMS CO COM 824348106   955,038 3,062 SH   SOLE   3,062 0 0
SMITH A O CORP COM 831865209   871,061 10,566 SH   SOLE   10,566 0 0
SNAP ON INC COM 833034101   1,380,655 4,780 SH   SOLE   4,780 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,159,704 11,151 SH   SOLE   11,151 0 0
TEXAS INSTRS INC COM 882508104   391,376 2,296 SH   SOLE   2,296 0 0
VERISK ANALYTICS INC COM 92345Y106   1,330,689 5,571 SH   SOLE   5,571 0 0
VISA INC COM CL A 92826C839   2,196,313 8,436 SH   SOLE   8,436 0 0
WALMART INC COM 931142103   857,458 5,439 SH   SOLE   5,439 0 0
WISDOMTREE INC COM 97717P104   613,236 88,490 SH   SOLE   88,490 0 0