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   1,747,918 16,033 SH   SOLE   16,033 0 0
ADVANCED MICRO DEVICES INC COM 007903107   22,881,102 200,870 SH   SOLE   200,870 0 0
AIRBNB INC COM CL A 009066101   5,472,432 42,700 SH   SOLE   42,700 0 0
ALIGN TECHNOLOGY INC COM 016255101   7,956,900 22,500 SH   SOLE   22,500 0 0
AMAZON COM INC COM 023135106   4,501,983 34,535 SH   SOLE   34,535 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   1,149,138 8,050 SH   SOLE   8,050 0 0
AMGEN INC COM 031162100   254,213 1,145 SH   SOLE   1,145 0 0
APPLE INC COM 037833100   34,555,368 178,148 SH   SOLE   178,148 0 0
ARISTA NETWORKS INC COM 040413106   10,204,594 62,968 SH   SOLE   62,968 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   1,166,018 16,292 SH   SOLE   16,292 0 0
ATMOS ENERGY CORP COM 049560105   885,347 7,610 SH   SOLE   7,610 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   825,311 3,755 SH   SOLE   3,755 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,175,427 3,447 SH   SOLE   3,447 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,211,852 18,950 SH   SOLE   18,950 0 0
THE CIGNA GROUP COM 125523100   667,828 2,380 SH   SOLE   2,380 0 0
CHURCH & DWIGHT CO INC COM 171340102   3,609,282 36,010 SH   SOLE   36,010 0 0
CUMMINS INC COM 231021106   228,734 933 SH   SOLE   933 0 0
DANAHER CORPORATION COM 235851102   6,045,840 25,191 SH   SOLE   25,191 0 0
DEXCOM INC COM 252131107   8,083,279 62,900 SH   SOLE   62,900 0 0
DYNATRACE INC COM NEW 268150109   16,743,191 325,300 SH   SOLE   325,300 0 0
ECOLAB INC COM 278865100   401,384 2,150 SH   SOLE   2,150 0 0
FIRST SOLAR INC COM 336433107   5,056,394 26,600 SH   SOLE   26,600 0 0
FISERV INC COM 337738108   260,247 2,063 SH   SOLE   2,063 0 0
GENERAL MLS INC COM 370334104   2,550,122 33,248 SH   SOLE   33,248 0 0
GILEAD SCIENCES INC COM 375558103   755,132 9,798 SH   SOLE   9,798 0 0
GRAINGER W W INC COM 384802104   15,850,659 20,100 SH   SOLE   20,100 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   7,999,587 332,900 SH   SOLE   332,900 0 0
HOLOGIC INC COM 436440101   550,596 6,800 SH   SOLE   6,800 0 0
HOME DEPOT INC COM 437076102   784,677 2,526 SH   SOLE   2,526 0 0
ILLINOIS TOOL WKS INC COM 452308109   1,445,925 5,780 SH   SOLE   5,780 0 0
ILLUMINA INC COM 452327109   1,360,240 7,255 SH   SOLE   7,255 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   594,863 14,463 SH   SOLE   14,463 0 0
INTUIT COM 461202103   12,558,988 27,410 SH   SOLE   27,410 0 0
ISHARES TR MSCI EAFE ETF 464287465   6,358,250 87,700 SH   SOLE   87,700 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   21,404,961 114,300 SH   SOLE   114,300 0 0
JOHNSON & JOHNSON COM 478160104   1,829,327 11,052 SH   SOLE   11,052 0 0
LILLY ELI & CO COM 532457108   25,123,728 53,571 SH   SOLE   53,571 0 0
LULULEMON ATHLETICA INC COM 550021109   10,257,350 27,100 SH   SOLE   27,100 0 0
MASCO CORP COM 574599106   1,394,391 24,301 SH   SOLE   24,301 0 0
MASIMO CORP COM 574795100   2,048,977 12,452 SH   SOLE   12,452 0 0
MICROSOFT CORP COM 594918104   35,449,192 104,097 SH   SOLE   104,097 0 0
NIKE INC CL B 654106103   1,115,841 10,110 SH   SOLE   10,110 0 0
ON SEMICONDUCTOR CORP COM 682189105   12,550,766 132,700 SH   SOLE   132,700 0 0
PACCAR INC COM 693718108   15,759,660 188,400 SH   SOLE   188,400 0 0
PALO ALTO NETWORKS INC COM 697435105   22,200,753 86,888 SH   SOLE   86,888 0 0
PEPSICO INC COM 713448108   240,045 1,296 SH   SOLE   1,296 0 0
PROCTER AND GAMBLE CO COM 742718109   3,198,224 21,077 SH   SOLE   21,077 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604   563,914 4,066 SH   SOLE   4,066 0 0
ROYAL GOLD INC COM 780287108   206,604 1,800 SH   SOLE   1,800 0 0
HENRY SCHEIN INC COM 806407102   1,243,263 15,330 SH   SOLE   15,330 0 0
SHERWIN WILLIAMS CO COM 824348106   756,732 2,850 SH   SOLE   2,850 0 0
STRYKER CORPORATION COM 863667101   1,263,988 4,143 SH   SOLE   4,143 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   6,407,090 12,280 SH   SOLE   12,280 0 0
UNION PAC CORP COM 907818108   524,646 2,564 SH   SOLE   2,564 0 0
UNITED PARCEL SERVICE INC CL B 911312106   877,250 4,894 SH   SOLE   4,894 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   13,348,203 34,900 SH   SOLE   34,900 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   1,867,734 19,800 SH   SOLE   19,800 0 0
ABBVIE INC COM 00287Y109   4,502,138 33,416 SH   SOLE   33,416 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   5,847,342 11,958 SH   SOLE   11,958 0 0
ALPHABET INC CAP STK CL A 02079K305   11,550,811 96,498 SH   SOLE   96,498 0 0
AMERICAN TOWER CORP NEW COM 03027X100   2,702,360 13,934 SH   SOLE   13,934 0 0
BCE INC COM NEW 05534B760   1,967,208 43,150 SH   SOLE   43,150 0 0
BROADCOM INC COM 11135F101   4,597,379 5,300 SH   SOLE   5,300 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   13,698,592 169,600 SH   SOLE   169,600 0 0
COSTCO WHSL CORP NEW COM 22160K105   13,513,338 25,100 SH   SOLE   25,100 0 0
CROWN CASTLE INC COM 22822V101   4,137,731 36,315 SH   SOLE   36,315 0 0
DOORDASH INC CL A 25809K105   10,087,440 132,000 SH   SOLE   132,000 0 0
INGERSOLL RAND INC COM 45687V106   10,039,296 153,600 SH   SOLE   153,600 0 0
JPMORGAN CHASE & CO COM 46625H100   1,566,825 10,773 SH   SOLE   10,773 0 0
MASTERCARD INCORPORATED CL A 57636Q104   14,761,336 37,532 SH   SOLE   37,532 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   14,547,829 253,270 SH   SOLE   253,270 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   864,448 9,167 SH   SOLE   9,167 0 0
NEXTERA ENERGY INC COM 65339F101   356,160 4,800 SH   SOLE   4,800 0 0
ORACLE CORP COM 68389X105   396,927 3,333 SH   SOLE   3,333 0 0
QORVO INC COM 74736K101   283,949 2,783 SH   SOLE   2,783 0 0
SALESFORCE INC COM 79466L302   5,181,997 24,529 SH   SOLE   24,529 0 0
TESLA INC COM 88160R101   17,018,715 65,014 SH   SOLE   65,014 0 0
TOPBUILD CORP COM 89055F103   604,397 2,272 SH   SOLE   2,272 0 0
UNITEDHEALTH GROUP INC COM 91324P102   4,616,547 9,605 SH   SOLE   9,605 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   22,539,836 64,050 SH   SOLE   64,050 0 0
VISA INC COM CL A 92826C839   26,398,277 111,160 SH   SOLE   111,160 0 0
ZOETIS INC CL A 98978V103   258,315 1,500 SH   SOLE   1,500 0 0
LINDE PLC SHS G54950103   19,168,324 50,300 SH   SOLE   50,300 0 0
STERIS PLC SHS USD G8473T100   1,169,896 5,200 SH   SOLE   5,200 0 0
ON HLDG AG NAMEN AKT A H5919C104   8,273,100 250,700 SH   SOLE   250,700 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   14,806,642 20,430 SH   SOLE   20,430 0 0