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
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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   830,342 7,563 SH   SOLE   7,563 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,568,869 9,627 SH   SOLE   9,627 0 0
ADVANCED MICRO DEVICES INC COM 007903107   1,958,256 30,234 SH   SOLE   30,234 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   825,469 5,516 SH   SOLE   5,516 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,592,051 18,073 SH   SOLE   18,073 0 0
AMERICAN EXPRESS CO COM 025816109   1,421,798 9,623 SH   SOLE   9,623 0 0
AMPHENOL CORP NEW CL A 032095101   563,131 7,396 SH   SOLE   7,396 0 0
ANALOG DEVICES INC COM 032654105   814,081 4,963 SH   SOLE   4,963 0 0
AON PLC SHS CL A G0403H108   798,072 2,659 SH   SOLE   2,659 0 0
APPLE INC COM 037833100   587,543 4,522 SH   SOLE   4,522 0 0
APPLIED MATLS INC COM 038222105   795,400 8,168 SH   SOLE   8,168 0 0
BAIDU INC SPON ADR REP A 056752108   1,613,673 14,108 SH   SOLE   14,108 0 0
BANK NEW YORK MELLON CORP COM 064058100   1,319,352 28,984 SH   SOLE   28,984 0 0
BERKLEY W R CORP COM 084423102   797,109 10,984 SH   SOLE   10,984 0 0
BLOCK INC CL A 852234103   1,220,227 19,418 SH   SOLE   19,418 0 0
BROADCOM INC COM 11135F101   1,275,935 2,282 SH   SOLE   2,282 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   1,448,202 10,797 SH   SOLE   10,797 0 0
CANAAN INC SPONSORED ADS 134748102   1,240,555 602,211 SH   SOLE   602,211 0 0
CDW CORP COM 12514G108   923,080 5,169 SH   SOLE   5,169 0 0
CHEVRON CORP NEW COM 166764100   814,705 4,539 SH   SOLE   4,539 0 0
CINTAS CORP COM 172908105   976,854 2,163 SH   SOLE   2,163 0 0
CISCO SYS INC COM 17275R102   1,563,259 32,814 SH   SOLE   32,814 0 0
CITIGROUP INC COM NEW 172967424   1,331,707 29,443 SH   SOLE   29,443 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   749,932 13,113 SH   SOLE   13,113 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   2,019,318 57,059 SH   SOLE   57,059 0 0
CUSTOMERS BANCORP INC COM 23204G100   1,412,437 49,839 SH   SOLE   49,839 0 0
ELEVANCE HEALTH INC COM 036752103   1,157,773 2,257 SH   SOLE   2,257 0 0
EXPEDITORS INTL WASH INC COM 302130109   835,101 8,036 SH   SOLE   8,036 0 0
FASTENAL CO COM 311900104   718,554 15,185 SH   SOLE   15,185 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   1,151,353 3,353 SH   SOLE   3,353 0 0
GRAINGER W W INC COM 384802104   1,113,056 2,001 SH   SOLE   2,001 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   1,567,288 98,201 SH   SOLE   98,201 0 0
HOME DEPOT INC COM 437076102   809,233 2,562 SH   SOLE   2,562 0 0
HP INC COM 40434L105   542,532 20,191 SH   SOLE   20,191 0 0
HUNT J B TRANS SVCS INC COM 445658107   964,560 5,532 SH   SOLE   5,532 0 0
INFOSYS LTD SPONSORED ADR 456788108   1,315,829 73,061 SH   SOLE   73,061 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   1,336,543 13,028 SH   SOLE   13,028 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   1,145,577 8,131 SH   SOLE   8,131 0 0
INTUIT COM 461202103   616,524 1,584 SH   SOLE   1,584 0 0
JD.COM INC SPON ADR CL A 47215P106   1,584,550 28,230 SH   SOLE   28,230 0 0
JPMORGAN CHASE & CO COM 46625H100   1,769,047 13,192 SH   SOLE   13,192 0 0
KLA CORP COM NEW 482480100   619,837 1,644 SH   SOLE   1,644 0 0
KROGER CO COM 501044101   793,167 17,792 SH   SOLE   17,792 0 0
LAM RESEARCH CORP COM 512807108   968,371 2,304 SH   SOLE   2,304 0 0
LOWES COS INC COM 548661107   779,626 3,913 SH   SOLE   3,913 0 0
MARATHON DIGITAL HOLDINGS IN COM 565788106   1,343,633 392,875 SH   SOLE   392,875 0 0
MARATHON PETE CORP COM 56585A102   838,823 7,207 SH   SOLE   7,207 0 0
MARSH & MCLENNAN COS INC COM 571748102   790,498 4,777 SH   SOLE   4,777 0 0
MASTERCARD INCORPORATED CL A 57636Q104   1,224,357 3,521 SH   SOLE   3,521 0 0
MCKESSON CORP COM 58155Q103   1,043,584 2,782 SH   SOLE   2,782 0 0
META PLATFORMS INC CL A 30303M102   1,222,414 10,158 SH   SOLE   10,158 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   820,661 11,682 SH   SOLE   11,682 0 0
MICRON TECHNOLOGY INC COM 595112103   1,157,387 23,157 SH   SOLE   23,157 0 0
MICROSOFT CORP COM 594918104   2,262,942 9,436 SH   SOLE   9,436 0 0
MONOLITHIC PWR SYS INC COM 609839105   1,141,807 3,229 SH   SOLE   3,229 0 0
MSCI INC COM 55354G100   701,476 1,508 SH   SOLE   1,508 0 0
NASDAQ INC COM 631103108   2,260,686 36,849 SH   SOLE   36,849 0 0
NORDSON CORP COM 655663102   1,151,991 4,846 SH   SOLE   4,846 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   1,535,867 377,363 SH   SOLE   377,363 0 0
NUCOR CORP COM 670346105   733,654 5,566 SH   SOLE   5,566 0 0
NVIDIA CORPORATION COM 67066G104   1,466,515 10,035 SH   SOLE   10,035 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   1,235,862 4,355 SH   SOLE   4,355 0 0
ONECONNECT FINL TECHNOLOGY C SPONSORED ADS 68248T204   1,375,364 259,014 SH   SOLE   259,014 0 0
ORACLE CORP COM 68389X105   1,187,519 14,528 SH   SOLE   14,528 0 0
OVERSTOCK COM INC DEL COM 690370101   1,609,900 83,156 SH   SOLE   83,156 0 0
PAYPAL HLDGS INC COM 70450Y103   1,837,618 25,802 SH   SOLE   25,802 0 0
PHILLIPS 66 COM 718546104   1,239,176 11,906 SH   SOLE   11,906 0 0
POOL CORP COM 73278L105   962,921 3,185 SH   SOLE   3,185 0 0
PROLOGIS INC. COM 74340W103   1,163,712 10,323 SH   SOLE   10,323 0 0
ROBERT HALF INTL INC COM 770323103   806,667 10,926 SH   SOLE   10,926 0 0
ROBINHOOD MKTS INC COM CL A 770700102   1,437,247 176,566 SH   SOLE   176,566 0 0
SAP SE SPON ADR 803054204   1,699,746 16,472 SH   SOLE   16,472 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104   1,508,230 13,090 SH   SOLE   13,090 0 0
SILVERGATE CAP CORP CL A 82837P408   1,478,930 84,996 SH   SOLE   84,996 0 0
SNAP ON INC COM 833034101   937,494 4,103 SH   SOLE   4,103 0 0
SYSCO CORP COM 871829107   724,517 9,477 SH   SOLE   9,477 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,294,487 17,378 SH   SOLE   17,378 0 0
TE CONNECTIVITY LTD SHS H84989104   744,019 6,481 SH   SOLE   6,481 0 0
TEXAS INSTRS INC COM 882508104   1,878,551 11,370 SH   SOLE   11,370 0 0
UNITED PARCEL SERVICE INC CL B 911312106   551,073 3,170 SH   SOLE   3,170 0 0
UNITEDHEALTH GROUP INC COM 91324P102   806,404 1,521 SH   SOLE   1,521 0 0
VISA INC COM CL A 92826C839   2,405,861 11,580 SH   SOLE   11,580 0 0
WALMART INC COM 931142103   1,135,880 8,011 SH   SOLE   8,011 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   653,802 2,778 SH   SOLE   2,778 0 0
WISDOMTREE INC COM 97717P104   1,219,002 223,670 SH   SOLE   223,670 0 0