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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 6,053 54,785 SH   SOLE   54,785 0 0
ABBOTT LABS COM 002824100 20,889 215,885 SH   SOLE   215,885 0 0
ABBVIE INC COM 00287Y109 35,875 267,306 SH   SOLE   267,306 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 22,660 88,069 SH   SOLE   88,069 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 29,741 108,072 SH   SOLE   108,072 0 0
ADVANCED MICRO DEVICES INC COM 007903107 36,088 569,586 SH   SOLE   569,586 0 0
AERCAP HOLDINGS NV SHS N00985106 3,753 88,669 SH   SOLE   88,669 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 18,232 150,000 SH   SOLE   150,000 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 3,743 340,829 SH   SOLE   340,829 0 0
ALPHABET INC CAP STK CL A 02079K305 149,130 1,559,132 SH   SOLE   1,559,132 0 0
ALPHABET INC CAP STK CL C 02079K107 43,267 450,000 SH   SOLE   450,000 0 0
AMAZON COM INC COM 023135106 79,166 700,589 SH   SOLE   700,589 0 0
AMERICAN EXPRESS CO COM 025816109 3,339 24,757 SH   SOLE   24,757 0 0
AMETEK INC COM 031100100 21,148 186,478 SH   SOLE   186,478 0 0
AMGEN INC COM 031162100 11,270 50,000 SH   SOLE   50,000 0 0
ANALOG DEVICES INC COM 032654105 3,741 26,853 SH   SOLE   26,853 0 0
APPLE INC COM 037833100 243,948 1,765,186 SH   SOLE   1,765,186 0 0
AUTODESK INC COM 052769106 59,202 316,930 SH   SOLE   316,930 0 0
BECTON DICKINSON & CO COM 075887109 6,684 30,000 SH   SOLE   30,000 0 0
BIO RAD LABS INC CL A 090572207 6,674 16,000 SH   SOLE   16,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 11,867 140,000 SH   SOLE   140,000 0 0
BK OF AMERICA CORP COM 060505104 3,375 111,771 SH   SOLE   111,771 0 0
BLACKROCK ETF TRUST US CARBON TRANS 09290C509 191,934 4,814,000 SH   SOLE   4,814,000 0 0
BLACKROCK INC COM 09247X101 3,211 5,837 SH   SOLE   5,837 0 0
BOSTON SCIENTIFIC CORP COM 101137107 17,428 450,000 SH   SOLE   450,000 0 0
BOX INC CL A 10316T104 30,751 1,260,817 SH   SOLE   1,260,817 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 24,677 347,128 SH   SOLE   347,128 0 0
BROADCOM INC COM 11135F101 30,016 67,603 SH   SOLE   67,603 0 0
CAMDEN PPTY TR SH BEN INT 133131102 3,461 28,977 SH   SOLE   28,977 0 0
CANADIAN IMPERIAL BK COMM TO COM 136069101 3,530 80,231 SH   SOLE   80,231 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 18,531 521,140 SH   SOLE   521,140 0 0
CATALENT INC COM 148806102 4,341 60,000 SH   SOLE   60,000 0 0
CIGNA CORP NEW COM 125523100 19,422 70,000 SH   SOLE   70,000 0 0
CISCO SYS INC COM 17275R102 29,703 742,584 SH   SOLE   742,584 0 0
COCA COLA CO COM 191216100 27,929 498,559 SH   SOLE   498,559 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 3,985 93,516 SH   SOLE   93,516 0 0
COGNEX CORP COM 192422103 27,177 655,658 SH   SOLE   655,658 0 0
COLGATE PALMOLIVE CO COM 194162103 4,215 60,000 SH   SOLE   60,000 0 0
COMCAST CORP NEW CL A 20030N101 2,973 101,382 SH   SOLE   101,382 0 0
CONCENTRIX CORP COM 20602D101 12,502 112,000 SH   SOLE   112,000 0 0
COPART INC COM 217204106 12,829 120,578 SH   SOLE   120,578 0 0
COSTAR GROUP INC COM 22160N109 5,920 85,000 SH   SOLE   85,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 3,881 8,218 SH   SOLE   8,218 0 0
CSX CORP COM 126408103 16,173 607,096 SH   SOLE   607,096 0 0
CVS HEALTH CORP COM 126650100 16,212 170,000 SH   SOLE   170,000 0 0
DANAHER CORPORATION COM 235851102 33,545 129,876 SH   SOLE   129,876 0 0
DATADOG INC CL A COM 23804L103 60,503 681,500 SH   SOLE   681,500 0 0
DBX ETF TR XTRACK HRVST CSI 233051879 94,335 3,482,307 SH   SOLE   3,482,307 0 0
DBX ETF TR TKR EMGRIN MKTS 233051192 421,309 17,824,990 SH   SOLE   17,824,990 0 0
DEERE & CO COM 244199105 30,717 92,000 SH   SOLE   92,000 0 0
DEXCOM INC COM 252131107 7,731 96,000 SH   SOLE   96,000 0 0
DISNEY WALT CO COM 254687106 3,409 36,143 SH   SOLE   36,143 0 0
DOCUSIGN INC COM 256163106 25,127 469,940 SH   SOLE   469,940 0 0
DOLLAR GEN CORP NEW COM 256677105 14,391 60,000 SH   SOLE   60,000 0 0
DROPBOX INC CL A 26210C104 25,803 1,245,359 SH   SOLE   1,245,359 0 0
DYNATRACE INC COM NEW 268150109 26,378 757,785 SH   SOLE   757,785 0 0
EATON CORP PLC SHS G29183103 17,336 130,000 SH   SOLE   130,000 0 0
ECOLAB INC COM 278865100 6,498 45,000 SH   SOLE   45,000 0 0
ELBIT SYS LTD ORD M3760D101 5,535 29,108 SH   SOLE   29,108 0 0
ELEVANCE HEALTH INC COM 036752103 18,169 40,000 SH   SOLE   40,000 0 0
EMERSON ELEC CO COM 291011104 16,541 225,921 SH   SOLE   225,921 0 0
EQUIFAX INC COM 294429105 8,571 50,000 SH   SOLE   50,000 0 0
F5 INC COM 315616102 17,342 119,825 SH   SOLE   119,825 0 0
FAIR ISAAC CORP COM 303250104 19,869 48,225 SH   SOLE   48,225 0 0
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 30,808 800,000 SH   SOLE   800,000 0 0
FORD MTR CO DEL COM 345370860 3,920 350,000 SH   SOLE   350,000 0 0
FORTINET INC COM 34959E113 14,689 299,000 SH   SOLE   299,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 8,370 155,906 SH   SOLE   155,906 0 0
GARTNER INC COM 366651107 34,541 124,839 SH   SOLE   124,839 0 0
GENERAL MTRS CO COM 37045V100 4,011 125,000 SH   SOLE   125,000 0 0
GENPACT LIMITED SHS G3922B107 27,609 630,791 SH   SOLE   630,791 0 0
GILEAD SCIENCES INC COM 375558103 10,487 170,000 SH   SOLE   170,000 0 0
GODADDY INC CL A 380237107 18,466 260,537 SH   SOLE   260,537 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 3,988 13,609 SH   SOLE   13,609 0 0
GRAINGER W W INC COM 384802104 5,630 11,510 SH   SOLE   11,510 0 0
HASBRO INC COM 418056107 3,371 50,000 SH   SOLE   50,000 0 0
HOME DEPOT INC COM 437076102 39,311 142,465 SH   SOLE   142,465 0 0
HUMANA INC COM 444859102 14,555 30,000 SH   SOLE   30,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 6,062 38,758 SH   SOLE   38,758 0 0
ILLINOIS TOOL WKS INC COM 452308109 5,419 30,000 SH   SOLE   30,000 0 0
INTEL CORP COM 458140100 3,035 117,789 SH   SOLE   117,789 0 0
INTUIT COM 461202103 46,240 119,387 SH   SOLE   119,387 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 15,791 84,247 SH   SOLE   84,247 0 0
INVESCO QQQ TR UNIT SER 1 04609E107 21,994 82,296 SH   SOLE   82,296 0 0
IQVIA HLDGS INC COM 46266C105 3,622 20,000 SH   SOLE   20,000 0 0
ISHARES INC MSCI CDA ETF 464286509 19,879 646,266 SH   SOLE   646,266 0 0
ISHARES INC MSCI HONG KG ETF 464286871 31,627 1,733,980 SH   SOLE   1,733,980 0 0
ISHARES TR IBOXX HI YD ETF 464288513 49,973 700,000 SH   SOLE   700,000 0 0
ISHARES TR JPMORGAN USD EMG 464288281 87,816 1,106,000 SH   SOLE   1,106,000 0 0
ISHARES TR S&P 500 VAL ETF 464287408 6,362 49,504 SH   SOLE   49,504 0 0
JABIL INC COM 466313103 21,050 364,767 SH   SOLE   364,767 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 9,330 70,000 SH   SOLE   70,000 0 0
JOHNSON & JOHNSON COM 478160104 43,084 263,740 SH   SOLE   263,740 0 0
JOHNSON CTLS INTL PLC SHS G51502105 10,828 220,000 SH   SOLE   220,000 0 0
JPMORGAN CHASE & CO COM 46625H100 3,775 36,125 SH   SOLE   36,125 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 43,369 275,604 SH   SOLE   275,604 0 0
KIMBERLY-CLARK CORP COM 494368103 6,752 60,000 SH   SOLE   60,000 0 0
KLA CORP COM NEW 482480100 37,630 124,345 SH   SOLE   124,345 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 6,478 132,404 SH   SOLE   132,404 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 8,747 355,000 SH   SOLE   355,000 0 0
KROGER CO COM 501044101 8,750 200,000 SH   SOLE   200,000 0 0
LAUDER ESTEE COS INC CL A 518439104 4,318 20,000 SH   SOLE   20,000 0 0
LENNOX INTL INC COM 526107107 13,495 60,608 SH   SOLE   60,608 0 0
LILLY ELI & CO COM 532457108 48,202 149,073 SH   SOLE   149,073 0 0
LINDE PLC SHS G5494J103 3,682 13,661 SH   SOLE   13,661 0 0
LOWES COS INC COM 548661107 21,870 116,450 SH   SOLE   116,450 0 0
MARRIOTT INTL INC NEW CL A 571903202 3,629 25,901 SH   SOLE   25,901 0 0
MARVELL TECHNOLOGY INC COM 573874104 27,289 635,974 SH   SOLE   635,974 0 0
MASTERCARD INCORPORATED CL A 57636Q104 26,208 92,174 SH   SOLE   92,174 0 0
MCDONALDS CORP COM 580135101 3,949 17,116 SH   SOLE   17,116 0 0
MCKESSON CORP COM 58155Q103 16,993 50,000 SH   SOLE   50,000 0 0
MEDTRONIC PLC SHS G5960L103 12,112 150,000 SH   SOLE   150,000 0 0
MERCK & CO INC COM 58933Y105 38,144 442,926 SH   SOLE   442,926 0 0
META PLATFORMS INC CL A 30303M102 65,951 486,082 SH   SOLE   486,082 0 0
MICROSOFT CORP COM 594918104 303,629 1,303,689 SH   SOLE   1,303,689 0 0
MID-AMER APT CMNTYS INC COM 59522J103 4,099 26,436 SH   SOLE   26,436 0 0
MODERNA INC COM 60770K107 5,912 50,000 SH   SOLE   50,000 0 0
MONDELEZ INTL INC CL A 609207105 8,772 160,000 SH   SOLE   160,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 3,043 35,000 SH   SOLE   35,000 0 0
MORGAN STANLEY COM NEW 617446448 4,090 51,774 SH   SOLE   51,774 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 18,186 81,200 SH   SOLE   81,200 0 0
NATIONAL INSTRS CORP COM 636518102 30,909 819,014 SH   SOLE   819,014 0 0
NETAPP INC COM 64110D104 36,254 586,165 SH   SOLE   586,165 0 0
NETFLIX INC COM 64110L106 114,485 486,262 SH   SOLE   486,262 0 0
NEXTERA ENERGY INC COM 65339F101 8,233 105,000 SH   SOLE   105,000 0 0
NIKE INC CL B 654106103 15,034 180,881 SH   SOLE   180,881 0 0
NORFOLK SOUTHN CORP COM 655844108 16,175 77,154 SH   SOLE   77,154 0 0
NUTRIEN LTD COM 67077M108 3,522 42,015 SH   SOLE   42,015 0 0
NVIDIA CORPORATION COM 67066G104 16,211 133,546 SH   SOLE   133,546 0 0
OKTA INC CL A 679295105 16,806 295,521 SH   SOLE   295,521 0 0
ON HLDG AG NAMEN AKT A H5919C104 3,210 200,000 SH   SOLE   200,000 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 3,516 5,000 SH   SOLE   5,000 0 0
OTIS WORLDWIDE CORP COM 68902V107 3,700 58,000 SH   SOLE   58,000 0 0
OWENS CORNING NEW COM 690742101 6,249 79,503 SH   SOLE   79,503 0 0
PALO ALTO NETWORKS INC COM 697435105 40,714 248,577 SH   SOLE   248,577 0 0
PARKER-HANNIFIN CORP COM 701094104 16,598 68,500 SH   SOLE   68,500 0 0
PAYCHEX INC COM 704326107 3,569 31,815 SH   SOLE   31,815 0 0
PAYCOM SOFTWARE INC COM 70432V102 32,520 98,550 SH   SOLE   98,550 0 0
PAYPAL HLDGS INC COM 70450Y103 94,663 1,099,844 SH   SOLE   1,099,844 0 0
PENTAIR PLC SHS G7S00T104 4,469 110,000 SH   SOLE   110,000 0 0
PEPSICO INC COM 713448108 30,197 184,967 SH   SOLE   184,967 0 0
PFIZER INC COM 717081103 10,126 231,407 SH   SOLE   231,407 0 0
PHILLIPS 66 COM 718546104 3,636 45,056 SH   SOLE   45,056 0 0
PINTEREST INC CL A 72352L106 37,176 1,595,546 SH   SOLE   1,595,546 0 0
PROCTER AND GAMBLE CO COM 742718109 36,446 288,682 SH   SOLE   288,682 0 0
PRUDENTIAL FINL INC COM 744320102 3,378 39,391 SH   SOLE   39,391 0 0
QUALCOMM INC COM 747525103 42,804 378,872 SH   SOLE   378,872 0 0
QUANTA SVCS INC COM 74762E106 7,006 55,000 SH   SOLE   55,000 0 0
RAPID7 INC COM 753422104 12,106 282,209 SH   SOLE   282,209 0 0
REGENERON PHARMACEUTICALS COM 75886F107 10,333 15,000 SH   SOLE   15,000 0 0
REPUBLIC SVCS INC COM 760759100 13,195 97,000 SH   SOLE   97,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 6,453 30,000 SH   SOLE   30,000 0 0
ROYAL BK CDA COM 780087102 3,974 43,914 SH   SOLE   43,914 0 0
S&P GLOBAL INC COM 78409V104 3,566 11,681 SH   SOLE   11,681 0 0
SALESFORCE INC COM 79466L302 60,932 423,613 SH   SOLE   423,613 0 0
SEAGEN INC COM 81181C104 9,578 70,000 SH   SOLE   70,000 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 14,086 211,092 SH   SOLE   211,092 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2,990 24,689 SH   SOLE   24,689 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 12,219 143,300 SH   SOLE   143,300 0 0
SMITH A O CORP COM 831865209 9,980 205,440 SH   SOLE   205,440 0 0
SNAP INC CL A 83304A106 28,110 2,862,600 SH   SOLE   2,862,600 0 0
SNOWFLAKE INC CL A 833445109 36,519 214,872 SH   SOLE   214,872 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 13,887 60,000 SH   SOLE   60,000 0 0
SPLUNK INC COM 848637104 30,862 410,412 SH   SOLE   410,412 0 0
STANLEY BLACK & DECKER INC COM 854502101 9,025 120,000 SH   SOLE   120,000 0 0
STARBUCKS CORP COM 855244109 6,740 80,000 SH   SOLE   80,000 0 0
SYNOPSYS INC COM 871607107 29,937 97,991 SH   SOLE   97,991 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 26,572 243,781 SH   SOLE   243,781 0 0
TARGET CORP COM 87612E110 5,935 40,000 SH   SOLE   40,000 0 0
TE CONNECTIVITY LTD SHS H84989104 8,851 80,210 SH   SOLE   80,210 0 0
TENABLE HLDGS INC COM 88025T102 6,818 195,925 SH   SOLE   195,925 0 0
TESLA INC COM 88160R101 168,121 633,821 SH   SOLE   633,821 0 0
TEXAS INSTRS INC COM 882508104 3,758 24,282 SH   SOLE   24,282 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 50,884 100,327 SH   SOLE   100,327 0 0
TJX COS INC NEW COM 872540109 11,515 185,368 SH   SOLE   185,368 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 3,592 58,272 SH   SOLE   58,272 0 0
TRACTOR SUPPLY CO COM 892356106 4,647 25,000 SH   SOLE   25,000 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 16,653 115,000 SH   SOLE   115,000 0 0
TRIMBLE INC COM 896239100 39,409 726,169 SH   SOLE   726,169 0 0
TWITTER INC COM 90184L102 16,308 372,000 SH   SOLE   372,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 10,600 400,000 SH   SOLE   400,000 0 0
ULTA BEAUTY INC COM 90384S303 4,011 10,000 SH   SOLE   10,000 0 0
UNION PAC CORP COM 907818108 8,766 45,000 SH   SOLE   45,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 12,923 80,000 SH   SOLE   80,000 0 0
UNITED RENTALS INC COM 911363109 1,587 5,876 SH   SOLE   5,876 0 0
UNITEDHEALTH GROUP INC COM 91324P102 72,595 143,742 SH   SOLE   143,742 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 189,971 578,653 SH   SOLE   578,653 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 117,304 1,550,000 SH   SOLE   1,550,000 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 98,792 1,330,000 SH   SOLE   1,330,000 0 0
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 74,737 1,300,000 SH   SOLE   1,300,000 0 0
VANGUARD WORLD FDS INF TECH ETF 92204A702 216,427 704,128 SH   SOLE   704,128 0 0
VEEVA SYS INC CL A COM 922475108 4,122 25,000 SH   SOLE   25,000 0 0
VERISK ANALYTICS INC COM 92345Y106 9,339 54,768 SH   SOLE   54,768 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 12,886 44,508 SH   SOLE   44,508 0 0
VISA INC COM CL A 92826C839 17,703 99,652 SH   SOLE   99,652 0 0
VOYA FINANCIAL INC COM 929089100 10,890 180,000 SH   SOLE   180,000 0 0
WASTE CONNECTIONS INC COM 94106B101 11,350 84,000 SH   SOLE   84,000 0 0
WASTE MGMT INC DEL COM 94106L109 21,788 136,000 SH   SOLE   136,000 0 0
WESTROCK CO COM 96145D105 2,904 94,018 SH   SOLE   94,018 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 6,049 150,000 SH   SOLE   150,000 0 0
WORKDAY INC CL A 98138H101 31,714 208,349 SH   SOLE   208,349 0 0
XYLEM INC COM 98419M100 11,356 130,000 SH   SOLE   130,000 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 22,794 87,000 SH   SOLE   87,000 0 0
ZOETIS INC CL A 98978V103 19,277 130,000 SH   SOLE   130,000 0 0
ZSCALER INC COM 98980G102 31,442 191,288 SH   SOLE   191,288 0 0