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
ABBOTT LABS COM 002824100   13,714,557 120,663 SH   OTR 1 0 120,663 0
ADOBE INC COM 00724F101   6,843,385 13,562 SH   OTR 1 0 13,562 0
ADVANCED MICRO DEVICES INC COM 007903107   12,749,994 70,641 SH   OTR 1 0 70,641 0
ALCON AG (NYS) COM H01301128   31,844,182 382,329 SH   OTR 1 0 382,329 0
ALPHABET INC CAP STK CL A 02079K305   1,223,740 8,108 SH   OTR 1 0 8,108 0
AMAZON COM INC COM 023135106   16,863,005 93,486 SH   OTR 1 0 93,486 0
AMERICAN EXPRESS CO COM 025816109   1,784,179 7,836 SH   OTR 1 0 7,836 0
ANALOG DEVICES INC COM 032654105   306,179 1,548 SH   OTR 1 0 1,548 0
BECTON DICKINSON & CO COM 075887109   11,273,080 45,557 SH   OTR 1 0 45,557 0
BOSTON SCIENTIFIC CORP COM 101137107   17,820,071 260,185 SH   OTR 1 0 260,185 0
CARLYLE GROUP INC COM 14316J108   21,428,347 456,797 SH   OTR 1 0 456,797 0
CLEAN HARBORS INC COM 184496107   7,818,075 38,836 SH   OTR 1 0 38,836 0
CLEAR SECURE INC COM CL A 18467V109   9,108,154 428,216 SH   OTR 1 0 428,216 0
CONMED CORP COM 207410101   4,041,477 50,468 SH   OTR 1 0 50,468 0
CONSTELLATION BRANDS INC CL A 21036P108   8,367,762 30,791 SH   OTR 1 0 30,791 0
CYBERARK SOFTWARE LTD SHS M2682V108   1,599,889 6,023 SH   OTR 1 0 6,023 0
DELTA AIR LINES INC DEL COM NEW 247361702   10,218,043 213,454 SH   OTR 1 0 213,454 0
DOCUSIGN INC COM 256163106   944,880 15,867 SH   OTR 1 0 15,867 0
ELI LILLY & CO COM 532457108   15,149,993 19,474 SH   OTR 1 0 19,474 0
GENERAL ELECTRIC CO COM NEW 369604301   26,452,371 150,700 SH   OTR 1 0 150,700 0
GLOBAL PMTS INC COM 37940X102   17,177,582 128,517 SH   OTR 1 0 128,517 0
GLOBUS MED INC CL A 379577208   20,566,756 383,422 SH   OTR 1 0 383,422 0
HCA HEALTHCARE INC COM 40412C101   4,302,537 12,900 SH   OTR 1 0 12,900 0
HEICO CORP NEW CL A 422806208   24,526,798 159,327 SH   OTR 1 0 159,327 0
INARI MED INC COM 45332Y109   1,075,136 22,408 SH   OTR 1 0 22,408 0
INGERSOLL RAND INC COM 45687V106   9,737,028 102,549 SH   OTR 1 0 102,549 0
INTEL CORP COM 458140100   8,758,425 198,289 SH   OTR 1 0 198,289 0
INTUIT COM 461202103   2,436,850 3,749 SH   OTR 1 0 3,749 0
KLA CORP COM NEW 482480100   961,232 1,376 SH   OTR 1 0 1,376 0
LANTHEUS HLDGS INC COM 516544103   2,147,840 34,509 SH   OTR 1 0 34,509 0
MARRIOTT INTL INC NEW CL A 571903202   1,148,011 4,550 SH   OTR 1 0 4,550 0
MEDTRONIC PLC SHS G5960L103   9,246,615 106,100 SH   OTR 1 0 106,100 0
META PLATFORMS INC CL A 30303M102   19,812,635 40,802 SH   OTR 1 0 40,802 0
MICROSOFT CORP COM 594918104   18,125,459 43,082 SH   OTR 1 0 43,082 0
NATERA INC COM 632307104   1,395,222 15,255 SH   OTR 1 0 15,255 0
NVIDIA CORPORATION COM 67066G104   14,671,104 16,237 SH   OTR 1 0 16,237 0
OLD DOMINION FREIGHT LINE IN COM 679580100   10,287,832 46,910 SH   OTR 1 0 46,910 0
PACCAR INC COM 693718108   14,402,956 116,256 SH   OTR 1 0 116,256 0
PALO ALTO NETWORKS INC COM 697435105   1,069,749 3,765 SH   OTR 1 0 3,765 0
PROCTER AND GAMBLE CO COM 742718109   920,444 5,673 SH   OTR 1 0 5,673 0
PVH CORPORATION COM 693656100   337,183 2,398 SH   OTR 1 0 2,398 0
RISKIFIED LTD SHS CL A M8216R109   1,587,803 293,494 SH   OTR 1 0 293,494 0
ROPER TECHNOLOGIES INC COM 776696106   23,269,812 41,491 SH   OTR 1 0 41,491 0
ROSS STORES INC COM 778296103   837,853 5,709 SH   OTR 1 0 5,709 0
ROYAL CARIBBEAN GROUP COM V7780T103   11,054,492 79,523 SH   OTR 1 0 79,523 0
SHERWIN WILLIAMS CO COM 824348106   983,639 2,832 SH   OTR 1 0 2,832 0
SIMPLY GOOD FOODS CO COM 82900L102   113,490 3,335 SH   OTR 1 0 3,335 0
SKECHERS U S A INC CL A 830566105   315,183 5,145 SH   OTR 1 0 5,145 0
SMARTSHEET INC COM CL A 83200N103   9,690,181 251,693 SH   OTR 1 0 251,693 0
S&P GLOBAL INC COM 78409V104   4,736,109 11,132 SH   OTR 1 0 11,132 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   23,189,042 170,445 SH   OTR 1 0 170,445 0
TENABLE HLDGS INC COM 88025T102   2,311,545 46,764 SH   OTR 1 0 46,764 0
TENET HEALTHCARE CORP COM NEW 88033G407   1,848,044 17,582 SH   OTR 1 0 17,582 0
T-MOBILE US INC COM 872590104   7,511,384 46,020 SH   OTR 1 0 46,020 0
UBER TECHNOLOGIES INC COM 90353T100   7,005,320 90,990 SH   OTR 1 0 90,990 0
UNION PAC CORP COM 907818108   14,596,191 59,351 SH   OTR 1 0 59,351 0
US FOODS HLDG CORP COM 912008109   981,714 18,190 SH   OTR 1 0 18,190 0
WALMART INC COM 931142103   733,653 12,193 SH   OTR 1 0 12,193 0
WASTE CONNECTIONS INC COM 94106B101   7,407,955 43,067 SH   OTR 1 0 43,067 0
WELLS FARGO CO NEW COM 949746101   7,390,364 127,508 SH   OTR 1 0 127,508 0
WORKDAY INC CL A 98138H101   2,440,022 8,946 SH   OTR 1 0 8,946 0