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
MICROSOFT CORP COM 594918104   44,857 187,045 SH   SOLE 0 187,045 0 0
APPLE INC COM 037833100   34,585 266,184 SH   SOLE 0 266,184 0 0
ALPHABET INC-CL C COM 02079K107   32,369 364,804 SH   SOLE 0 364,804 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839   26,245 126,326 SH   SOLE 0 126,326 0 0
DANAHER CORP COM 235851102   22,400 84,394 SH   SOLE 0 84,394 0 0
COPART INC COM 217204106   20,035 329,039 SH   SOLE 0 329,039 0 0
AUTOZONE INC COM 053332102   19,162 7,770 SH   SOLE 0 7,770 0 0
SALESFORCE INC COM 79466L302   18,843 142,113 SH   SOLE 0 142,113 0 0
COSTCO WHOLESALE CORP COM 22160K105   18,200 39,868 SH   SOLE 0 39,868 0 0
ADOBE INC COM 00724F101   16,920 50,277 SH   SOLE 0 50,277 0 0
S&P GLOBAL INC COM 78409V104   16,582 49,508 SH   SOLE 0 49,508 0 0
SCHWAB (CHARLES) CORP COM 808513105   16,213 194,723 SH   SOLE 0 194,723 0 0
STARBUCKS CORP COM 855244109   15,993 161,216 SH   SOLE 0 161,216 0 0
HOME DEPOT INC COM 437076102   15,489 49,037 SH   SOLE 0 49,037 0 0
FIRST REPUBLIC BANK/CA COM 33616C100   14,880 122,075 SH   SOLE 0 122,075 0 0
CARMAX INC COM 143130102   13,750 225,822 SH   SOLE 0 225,822 0 0
JPMORGAN CHASE & CO COM 46625H100   13,560 101,121 SH   SOLE 0 101,121 0 0
TEXAS INSTRUMENTS INC COM 882508104   13,495 81,680 SH   SOLE 0 81,680 0 0
AMAZON.COM INC COM 023135106   13,399 159,508 SH   SOLE 0 159,508 0 0
BROWN & BROWN INC COM 115236101   12,078 212,000 SH   SOLE 0 212,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   11,918 21,642 SH   SOLE 0 21,642 0 0
ELEVANCE HEALTH INC COM 036752103   11,723 22,854 SH   SOLE 0 22,854 0 0
ENPHASE ENERGY INC COM 29355A107   11,356 42,859 SH   SOLE 0 42,859 0 0
AUTODESK INC COM 052769106   11,187 59,865 SH   SOLE 0 59,865 0 0
WALT DISNEY CO/THE COM 254687106   11,129 128,096 SH   SOLE 0 128,096 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105   10,955 276,637 SH   SOLE 0 276,637 0 0
SERVICENOW INC COM 81762P102   10,545 27,158 SH   SOLE 0 27,158 0 0
MSCI INC COM 55354G100   10,477 22,524 SH   SOLE 0 22,524 0 0
NIKE INC -CL B CL B 654106103   9,668 82,629 SH   SOLE 0 82,629 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   9,606 93,633 SH   SOLE 0 93,633 0 0
LULULEMON ATHLETICA INC COM 550021109   9,170 28,621 SH   SOLE 0 28,621 0 0
CISCO SYSTEMS INC COM 17275R102   9,150 192,067 SH   SOLE 0 192,067 0 0
REALTY INCOME CORP COM 756109104   9,073 143,039 SH   SOLE 0 143,039 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   8,540 50,808 SH   SOLE 0 50,808 0 0
VULCAN MATERIALS CO COM 929160109   8,391 47,916 SH   SOLE 0 47,916 0 0
FASTENAL CO COM 311900104   8,126 171,730 SH   SOLE 0 171,730 0 0
INTERPUBLIC GROUP OF COS INC COM 460690100   7,909 237,431 SH   SOLE 0 237,431 0 0
ICICI BANK LTD-SPON ADR ADR 45104G104   7,828 357,609 SH   SOLE 0 357,609 0 0
MASTERCARD INC - A CL A 57636Q104   7,755 22,303 SH   SOLE 0 22,303 0 0
CME GROUP INC COM 12572Q105   7,515 44,690 SH   SOLE 0 44,690 0 0
CENTENE CORP COM 15135B101   7,506 91,529 SH   SOLE 0 91,529 0 0
AMERICAN TOWER CORP COM 03027X100   7,111 33,566 SH   SOLE 0 33,566 0 0
EQUINIX INC COM 29444U700   6,964 10,631 SH   SOLE 0 10,631 0 0
BROADCOM INC COM 11135F101   6,951 12,432 SH   SOLE 0 12,432 0 0
WEST PHARMACEUTICAL SERVICES COM 955306105   6,913 29,375 SH   SOLE 0 29,375 0 0
QUIMICA Y MINERA CHIL-SP ADR SPON ADR SER B 833635105   6,908 86,520 SH   SOLE 0 86,520 0 0
AIR PRODUCTS & CHEMICALS INC COM 009158106   6,367 20,655 SH   SOLE 0 20,655 0 0
XYLEM INC COM 98419M100   5,553 50,219 SH   SOLE 0 50,219 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   5,547 19,581 SH   SOLE 0 19,581 0 0
MOODY'S CORP COM 615369105   5,546 19,906 SH   SOLE 0 19,906 0 0
SEA LTD-ADR SPONSORD ADS 81141R100   3,721 71,520 SH   SOLE 0 71,520 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305   3,336 37,812 SH   SOLE 0 37,812 0 0
ENVIVA INC COM 29415B103   3,251 61,372 SH   SOLE 0 61,372 0 0
ELECTRONIC ARTS INC COM 285512109   364 2,982 SH   SOLE 0 2,982 0 0