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
ABCAM PLC ADS 000380204   275 12,136 SH   SOLE   12,136 0 0
ADOBE INC COM 00724F101   24,032 47,130 SH   SOLE   47,130 0 0
ADVANCED MICRO DEVICES INC COM 007903107   12,884 125,303 SH   SOLE   125,303 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   3,035 27,138 SH   SOLE   27,138 0 0
AIRBNB INC COM CL A 009066101   22,648 165,063 SH   SOLE   165,063 0 0
ALPHABET INC CAP STK CL A 02079K305   42,702 326,322 SH   SOLE   326,322 0 0
ALPHABET INC CAP STK CL C 02079K107   42,781 324,467 SH   SOLE   324,467 0 0
AMAZON COM INC COM 023135106   51,302 403,570 SH   SOLE   403,570 0 0
AMDOCS LTD SHS G02602103   954 11,291 SH   SOLE   11,291 0 0
AMEREN CORP COM 023608102   531 7,100 SH   SOLE   7,100 0 0
AMETEK INC COM 031100100   17,329 117,277 SH   SOLE   117,277 0 0
AMPHENOL CORP NEW CL A 032095101   31,325 372,959 SH   SOLE   372,959 0 0
ANALOG DEVICES INC COM 032654105   18,439 105,314 SH   SOLE   105,314 0 0
ANSYS INC COM 03662Q105   10,218 34,342 SH   SOLE   34,342 0 0
AON PLC SHS CL A G0403H108   20,111 62,029 SH   SOLE   62,029 0 0
APA CORPORATION COM 03743Q108   17,446 424,471 SH   SOLE   424,471 0 0
APPLE INC COM 037833100   63,097 368,537 SH   SOLE   368,537 0 0
APPLIED MATLS INC COM 038222105   11,318 81,746 SH   SOLE   81,746 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   2,357 33,025 SH   SOLE   33,025 0 0
BLOCK INC CL A 852234103   784 17,711 SH   SOLE   17,711 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   17,243 157,800 SH   SOLE   157,800 0 0
BOSTON SCIENTIFIC CORP COM 101137107   18,789 355,856 SH   SOLE   355,856 0 0
BROADCOM INC COM 11135F101   19,886 23,942 SH   SOLE   23,942 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   11,006 46,972 SH   SOLE   46,972 0 0
CENCORA INC COM 03073E105   17,636 97,992 SH   SOLE   97,992 0 0
CHENIERE ENERGY INC COM NEW 16411R208   18,621 112,201 SH   SOLE   112,201 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   9,813 5,357 SH   SOLE   5,357 0 0
CINTAS CORP COM 172908105   17,288 35,942 SH   SOLE   35,942 0 0
COCA COLA CO COM 191216100   29,838 533,010 SH   SOLE   533,010 0 0
CONOCOPHILLIPS COM 20825C104   9,921 82,817 SH   SOLE   82,817 0 0
COPART INC COM 217204106   9,606 222,924 SH   SOLE   222,924 0 0
COSTCO WHSL CORP NEW COM 22160K105   31,310 55,419 SH   SOLE   55,419 0 0
CULLEN FROST BANKERS INC COM 229899109   1,069 11,725 SH   SOLE   11,725 0 0
DARDEN RESTAURANTS INC COM 237194105   9,821 68,572 SH   SOLE   68,572 0 0
DEERE & CO COM 244199105   18,600 49,287 SH   SOLE   49,287 0 0
DEVON ENERGY CORP NEW COM 25179M103   17,945 376,213 SH   SOLE   376,213 0 0
DEXCOM INC COM 252131107   10,634 113,977 SH   SOLE   113,977 0 0
EAST WEST BANCORP INC COM 27579R104   3,025 57,391 SH   SOLE   57,391 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   18,250 263,429 SH   SOLE   263,429 0 0
ELI LILLY & CO COM 532457108   18,896 35,180 SH   SOLE   35,180 0 0
ENPHASE ENERGY INC COM 29355A107   1,670 13,900 SH   SOLE   13,900 0 0
EOG RES INC COM 26875P101   9,614 75,845 SH   SOLE   75,845 0 0
EXACT SCIENCES CORP COM 30063P105   9,568 140,253 SH   SOLE   140,253 0 0
EXXON MOBIL CORP COM 30231G102   23,832 202,685 SH   SOLE   202,685 0 0
FIRST FINL BANKSHARES INC COM 32020R109   2,875 114,466 SH   SOLE   114,466 0 0
FORTINET INC COM 34959E109   11,819 201,410 SH   SOLE   201,410 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,636 43,876 SH   SOLE   43,876 0 0
GENERAL ELECTRIC CO COM NEW 369604301   15,837 143,256 SH   SOLE   143,256 0 0
GILEAD SCIENCES INC COM 375558103   17,703 236,224 SH   SOLE   236,224 0 0
HCA HEALTHCARE INC COM 40412C101   8,761 35,615 SH   SOLE   35,615 0 0
HENRY SCHEIN INC COM 806407102   18,639 251,033 SH   SOLE   251,033 0 0
HESS CORP COM 42809H107   11,661 76,213 SH   SOLE   76,213 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   18,575 123,683 SH   SOLE   123,683 0 0
HUBSPOT INC COM 443573100   9,341 18,967 SH   SOLE   18,967 0 0
HYATT HOTELS CORP COM CL A 448579102   9,327 87,924 SH   SOLE   87,924 0 0
IDEXX LABS INC COM 45168D104   10,011 22,894 SH   SOLE   22,894 0 0
INTERPUBLIC GROUP COS INC COM 460690100   9,722 339,209 SH   SOLE   339,209 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   10,101 34,558 SH   SOLE   34,558 0 0
IPG PHOTONICS CORP COM 44980X109   17,469 172,038 SH   SOLE   172,038 0 0
JPMORGAN CHASE & CO COM 46625H100   25,799 177,902 SH   SOLE   177,902 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   9,961 75,287 SH   SOLE   75,287 0 0
KINDER MORGAN INC DEL COM 49456B101   17,882 1,078,548 SH   SOLE   1,078,548 0 0
KLA CORP COM NEW 482480100   20,103 43,830 SH   SOLE   43,830 0 0
LAM RESEARCH CORP COM 512807108   12,157 19,396 SH   SOLE   19,396 0 0
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 531229722   38 1,199 SH   SOLE   1,199 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   19,364 310,821 SH   SOLE   310,821 0 0
LINDE PLC SHS G54950103   30,615 82,222 SH   SOLE   82,222 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   19,547 235,398 SH   SOLE   235,398 0 0
LOCKHEED MARTIN CORP COM 539830109   13,928 34,057 SH   SOLE   34,057 0 0
LULULEMON ATHLETICA INC COM 550021109   10,756 27,893 SH   SOLE   27,893 0 0
MARATHON OIL CORP COM 565849106   9,987 373,341 SH   SOLE   373,341 0 0
MARSH & MCLENNAN COS INC COM 571748102   30,846 162,089 SH   SOLE   162,089 0 0
MASTERCARD INCORPORATED CL A 57636Q104   40,742 102,906 SH   SOLE   102,906 0 0
MCDONALDS CORP COM 580135101   29,559 112,205 SH   SOLE   112,205 0 0
MCKESSON CORP COM 58155Q103   16,124 37,080 SH   SOLE   37,080 0 0
MERCADOLIBRE INC COM 58733R102   9,995 7,883 SH   SOLE   7,883 0 0
MERCK & CO INC COM 58933Y105   28,456 276,406 SH   SOLE   276,406 0 0
META PLATFORMS INC CL A 30303M102   39,780 132,506 SH   SOLE   132,506 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   19,873 254,617 SH   SOLE   254,617 0 0
MICROSOFT CORP COM 594918104   62,473 197,856 SH   SOLE   197,856 0 0
MONDAY COM LTD SHS M7S64H106   10,034 63,021 SH   SOLE   63,021 0 0
MONDELEZ INTL INC CL A 609207105   29,854 430,170 SH   SOLE   430,170 0 0
MSCI INC COM 55354G100   9,589 18,689 SH   SOLE   18,689 0 0
NETFLIX INC COM 64110L106   11,126 29,466 SH   SOLE   29,466 0 0
NVIDIA CORPORATION COM 67066G104   60,471 139,018 SH   SOLE   139,018 0 0
OCCIDENTAL PETE CORP COM 674599105   8,794 135,543 SH   SOLE   135,543 0 0
ONE GAS INC COM 68235P108   9,573 140,207 SH   SOLE   140,207 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   17,020 18,727 SH   SOLE   18,727 0 0
PG&E CORP COM 69331C108   8,996 557,700 SH   SOLE   557,700 0 0
PAYCHEX INC COM 704326107   30,845 267,454 SH   SOLE   267,454 0 0
PAYLOCITY HLDG CORP COM 70438V106   19,073 104,970 SH   SOLE   104,970 0 0
PEPSICO INC COM 713448108   29,777 175,738 SH   SOLE   175,738 0 0
PINTEREST INC CL A 72352L106   11,038 408,343 SH   SOLE   408,343 0 0
QUANTA SVCS INC COM 74762E102   11,096 59,313 SH   SOLE   59,313 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102   10,863 41,425 SH   SOLE   41,425 0 0
REPUBLIC SVCS INC COM 760759100   18,609 130,581 SH   SOLE   130,581 0 0
RESMED INC COM 761152107   20,452 138,308 SH   SOLE   138,308 0 0
ROLLINS INC COM 775711104   18,359 491,795 SH   SOLE   491,795 0 0
ROPER TECHNOLOGIES INC COM 776696106   21,922 45,268 SH   SOLE   45,268 0 0
ROSS STORES INC COM 778296103   10,409 92,157 SH   SOLE   92,157 0 0
SCHLUMBERGER LTD COM STK 806857108   27,535 472,294 SH   SOLE   472,294 0 0
SEA LTD SPONSORD ADS 81141R100   588 13,383 SH   SOLE   13,383 0 0
SERVICE CORP INTL COM 817565104   3,074 53,798 SH   SOLE   53,798 0 0
SERVICENOW INC COM 81762P102   18,452 33,012 SH   SOLE   33,012 0 0
STARBUCKS CORP COM 855244109   10,204 111,796 SH   SOLE   111,796 0 0
STRYKER CORPORATION COM 863667101   10,507 38,450 SH   SOLE   38,450 0 0
SYNOPSYS INC COM 871607107   11,099 24,183 SH   SOLE   24,183 0 0
TRACTOR SUPPLY CO COM 892356106   1,578 7,770 SH   SOLE   7,770 0 0
THE TRADE DESK INC COM CL A 88339J105   10,611 135,783 SH   SOLE   135,783 0 0
TRANSDIGM GROUP INC COM 893641100   9,396 11,144 SH   SOLE   11,144 0 0
VALERO ENERGY CORP COM 91913Y100   17,410 122,856 SH   SOLE   122,856 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   19,004 54,649 SH   SOLE   54,649 0 0
VISA INC COM CL A 92826C839   40,277 175,109 SH   SOLE   175,109 0 0
WASTE MGMT INC DEL COM 94106L109   29,461 193,266 SH   SOLE   193,266 0 0
WELLS FARGO CO NEW COM 949746101   29,991 733,987 SH   SOLE   733,987 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   10,302 27,456 SH   SOLE   27,456 0 0
WILLIAMS COS INC COM 969457100   19,335 573,914 SH   SOLE   573,914 0 0
WORKDAY INC CL A 98138H101   9,748 45,371 SH   SOLE   45,371 0 0