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   139,532 358,391 SH   SOLE   139,532 0 0
APPLE INC COM 037833100   89,052 463,207 SH   SOLE   89,052 0 0
ALPHABET INC-CL C COM 02079K107   78,642 452,068 SH   SOLE   78,642 0 0
COPART INC COM 217204106   76,462 1,407,882 SH   SOLE   76,462 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839   68,627 255,491 SH   SOLE   68,627 0 0
DANAHER CORP COM 235851102   61,485 249,312 SH   SOLE   61,485 0 0
SERVICENOW INC COM 81762P102   60,454 92,025 SH   SOLE   60,454 0 0
S&P GLOBAL INC COM 78409V104   59,668 139,572 SH   SOLE   59,668 0 0
COSTCO WHOLESALE CORP COM 22160K105   59,154 73,040 SH   SOLE   59,154 0 0
ELEVANCE HEALTH INC COM 036752103   56,984 105,824 SH   SOLE   56,984 0 0
AMAZON.COM INC COM 023135106   53,622 306,412 SH   SOLE   53,622 0 0
CDW CORP/DE COM 12514G108   45,564 188,389 SH   SOLE   45,564 0 0
TEXAS INSTRUMENTS INC COM 882508104   44,051 249,692 SH   SOLE   44,051 0 0
BROWN & BROWN INC COM 115236101   43,812 489,460 SH   SOLE   43,812 0 0
SALESFORCE INC COM 79466L302   42,942 183,170 SH   SOLE   42,942 0 0
AUTOZONE INC COM 053332102   42,037 15,176 SH   SOLE   42,037 0 0
SCHWAB (CHARLES) CORP COM 808513105   36,713 496,461 SH   SOLE   36,713 0 0
ADOBE INC COM 00724F101   35,002 75,625 SH   SOLE   35,002 0 0
AMERICAN TOWER CORP COM 03027X100   33,721 196,556 SH   SOLE   33,721 0 0
CARMAX INC COM 143130102   32,799 466,821 SH   SOLE   32,799 0 0
STARBUCKS CORP COM 855244109   31,396 391,374 SH   SOLE   31,396 0 0
MARSH & MCLENNAN COS COM 571748102   29,814 149,498 SH   SOLE   29,814 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   29,325 92,408 SH   SOLE   29,325 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305   24,972 144,765 SH   SOLE   24,972 0 0
MSCI INC COM 55354G100   24,947 53,558 SH   SOLE   24,947 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   24,210 278,632 SH   SOLE   24,210 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   23,941 185,933 SH   SOLE   23,941 0 0
FERGUSON PLC SHS G3421J106   22,885 109,027 SH   SOLE   22,885 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   22,756 40,012 SH   SOLE   22,756 0 0
AIR PRODUCTS & CHEMICALS INC COM 009158106   21,652 81,185 SH   SOLE   21,652 0 0
XYLEM INC COM 98419M100   20,810 147,567 SH   SOLE   20,810 0 0
MASTERCARD INC - A CL A 57636Q104   18,274 40,500 SH   SOLE   18,274 0 0
CISCO SYSTEMS INC COM 17275R102   16,312 347,204 SH   SOLE   16,312 0 0
MOODY'S CORP COM 615369105   15,822 39,856 SH   SOLE   15,822 0 0
CME GROUP INC SHS 12572Q105   15,263 75,194 SH   SOLE   15,263 0 0
BROADCOM INC COM 11135F101   15,018 11,550 SH   SOLE   15,018 0 0
SEA LTD-ADR SPONSORD ADS 81141R100   9,856 145,967 SH   SOLE   9,856 0 0
LULULEMON ATHLETICA INC COM 550021109   8,568 23,760 SH   SOLE   8,568 0 0
NIKE INC -CL B CL B 654106103   3,855 40,556 SH   SOLE   3,855 0 0
TETRA TECH INC COM 88162G103   2,331 11,973 SH   SOLE   2,331 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   2,313 20,947 SH   SOLE   2,313 0 0
FEDERAL SIGNAL CORP COM 313855108   2,287 24,854 SH   SOLE   2,287 0 0
WORKIVA INC COM CL A 98139A105   2,101 27,298 SH   SOLE   2,101 0 0
DARLING INGREDIENTS INC COM 237266101   2,061 48,645 SH   SOLE   2,061 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106   1,997 56,996 SH   SOLE   1,997 0 0
FIVE BELOW COM 33829M101   1,989 14,396 SH   SOLE   1,989 0 0
TOPBUILD CORP COM 89055F103   1,987 4,910 SH   SOLE   1,987 0 0
NOVA LTD COM M7516K103   1,953 9,362 SH   SOLE   1,953 0 0
GROCERY OUTLET HOLDING CORP COM 39874R101   1,933 74,428 SH   SOLE   1,933 0 0
FIRST WATCH RESTAURANT GROUP COM 33748L101   1,893 74,169 SH   SOLE   1,893 0 0
FOUR CORNERS PROPERTY TRUST COM 35086T109   1,733 71,011 SH   SOLE   1,733 0 0
GLOBANT SA COM L44385109   1,713 10,634 SH   SOLE   1,713 0 0
FLOOR & DECOR HOLDINGS INC-A CL A 339750101   1,571 13,441 SH   SOLE   1,571 0 0
KADANT INC COM 48282T104   1,565 5,716 SH   SOLE   1,565 0 0
SIMPSON MANUFACTURING CO INC COM 829073105   1,527 9,202 SH   SOLE   1,527 0 0
LINCOLN ELECTRIC HOLDINGS COM 533900106   1,407 7,166 SH   SOLE   1,407 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   1,317 8,396 SH   SOLE   1,317 0 0
KINSALE CAPITAL GROUP INC COM 49714P108   1,072 2,794 SH   SOLE   1,072 0 0
HOME DEPOT INC COM 437076102   670 2,000 SH   SOLE   670 0 0
BANK OF HAWAII CORP COM 062540109   540 9,356 SH   SOLE   540 0 0
XPEL INC COM 98379L100   527 13,856 SH   SOLE   527 0 0
NVIDIA CORP COM 67066G104   513 594 SH   SOLE   513 0 0
ELECTRONIC ARTS INC COM 285512109   396 2,982 SH   SOLE   396 0 0
BLACKLINE INC COM 09239B109   386 6,657 SH   SOLE   386 0 0