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
ADOBE INC COM 00724F101   5,166,522 9,300 SH   SOLE   9,300 0 0
VISA INC-CLASS A SHARES COM 92826C839   17,746,909 67,615 SH   SOLE   67,615 0 0
MICRON TECHNOLOGY INC COM 595112103   8,624,817 65,573 SH   SOLE   65,573 0 0
MICROSOFT CORPORATION COM 594918104   23,241,847 52,001 SH   SOLE   52,001 0 0
PALO ALTO NETWORK INC COM 697435105   15,025,262 44,321 SH   SOLE   44,321 0 0
ORACLE CORP COM 68389X105   7,958,032 56,360 SH   SOLE   56,360 0 0
NEXTERA ENERGY INC COM 65339F101   6,000,439 84,740 SH   SOLE   84,740 0 0
BROADCOM INC COM 11135F101   11,485,962 7,154 SH   SOLE   7,154 0 0
META PLATFORMS INC COM 30303M102   10,593,158 21,009 SH   SOLE   21,009 0 0
UNION PACIFIC CP COM 907818108   16,458,152 72,740 SH   SOLE   72,740 0 0
ALPHABET INC CLASS A COMMON STOCK COM 02079K305   18,995,877 104,287 SH   SOLE   104,287 0 0
BLACKSTONE INC COM 09260D107   10,581,557 85,473 SH   SOLE   85,473 0 0
AMAZON.COM INC COM 023135106   14,000,963 72,450 SH   SOLE   72,450 0 0
ICON PLC COM G4705A100   9,957,688 31,766 SH   SOLE   31,766 0 0
BIO-TECHNE CORP COM 09073M104   8,186,227 114,253 SH   SOLE   114,253 0 0
VERTIV HOLDINGS LLC COM 92537N108   5,257,656 60,733 SH   SOLE   60,733 0 0
DANAHER CORP COM 235851102   8,608,332 34,454 SH   SOLE   34,454 0 0
ANALOG DEVICES COM 032654105   12,605,430 55,224 SH   SOLE   55,224 0 0
DATADOG INC - CLASS A COM 23804L103   11,229,857 86,590 SH   SOLE   86,590 0 0
MARVELL TECHNOLOGY INC COM 573874104   9,245,533 132,268 SH   SOLE   132,268 0 0
ESTEE LAUDER COM 518439104   7,286,166 68,479 SH   SOLE   68,479 0 0
NORFOLK SOUTHERN COM 655844108   9,606,519 44,746 SH   SOLE   44,746 0 0
THERMO FISHER SCIENTIFIC INC. COM 883556102   17,192,217 31,089 SH   SOLE   31,089 0 0
APPLE INC COM 037833100   22,648,390 107,532 SH   SOLE   107,532 0 0
TAIWAN SEMI ADR COM 874039100   16,476,493 94,796 SH   SOLE   94,796 0 0
DELL TECHNOLOGIES -C COM 24703L202   9,902,352 71,803 SH   SOLE   71,803 0 0
NIKE INC CL B COM 654106103   8,936,395 118,567 SH   SOLE   118,567 0 0
SERVICENOW COM 81762P102   13,899,672 17,669 SH   SOLE   17,669 0 0