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   734,480 7,413 SH   SOLE   7,413 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,363,320 8,361 SH   SOLE   8,361 0 0
ADVANCED MICRO DEVICES INC COM 007903107   1,166,534 11,918 SH   SOLE   11,918 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   725,170 5,392 SH   SOLE   5,392 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,635,161 15,817 SH   SOLE   15,817 0 0
AMERICAN EXPRESS CO COM 025816109   1,227,170 7,556 SH   SOLE   7,556 0 0
AMPHENOL CORP NEW CL A 032095101   793,049 9,832 SH   SOLE   9,832 0 0
ANALOG DEVICES INC COM 032654105   944,831 4,865 SH   SOLE   4,865 0 0
AON PLC SHS CL A G0403H108   816,304 2,608 SH   SOLE   2,608 0 0
APPLE INC COM 037833100   916,522 5,645 SH   SOLE   5,645 0 0
APPLIED MATLS INC COM 038222105   977,491 8,005 SH   SOLE   8,005 0 0
BAIDU INC SPON ADR REP A 056752108   1,272,707 8,274 SH   SOLE   8,274 0 0
BAKKT HOLDINGS INC COM CL A 05759B107   1,352,136 824,473 SH   SOLE   824,473 0 0
BANK NEW YORK MELLON CORP COM 064058100   1,107,414 24,664 SH   SOLE   24,664 0 0
BERKLEY W R CORP COM 084423102   667,430 10,765 SH   SOLE   10,765 0 0
BLOCK INC CL A 852234103   3,296,972 48,138 SH   SOLE   48,138 0 0
BROADCOM INC COM 11135F101   1,440,514 2,273 SH   SOLE   2,273 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   1,197,593 8,253 SH   SOLE   8,253 0 0
CANAAN INC SPONSORED ADS 134748102   1,089,298 412,613 SH   SOLE   412,613 0 0
CDW CORP COM 12514G108   1,191,549 6,269 SH   SOLE   6,269 0 0
CHEVRON CORP NEW COM 166764100   722,311 4,448 SH   SOLE   4,448 0 0
CINTAS CORP COM 172908105   1,231,296 2,633 SH   SOLE   2,633 0 0
CISCO SYS INC COM 17275R102   1,359,501 26,434 SH   SOLE   26,434 0 0
CITIGROUP INC COM NEW 172967424   1,131,617 24,563 SH   SOLE   24,563 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   768,618 12,851 SH   SOLE   12,851 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   1,909,594 29,763 SH   SOLE   29,763 0 0
CUSTOMERS BANCORP INC COM 23204G100   1,260,571 68,959 SH   SOLE   68,959 0 0
ELEVANCE HEALTH INC COM 036752103   1,032,570 2,250 SH   SOLE   2,250 0 0
EXPEDITORS INTL WASH INC COM 302130109   843,205 7,876 SH   SOLE   7,876 0 0
FASTENAL CO COM 311900104   784,430 14,851 SH   SOLE   14,851 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   717,106 2,233 SH   SOLE   2,233 0 0
GRAINGER W W INC COM 384802104   1,333,855 1,993 SH   SOLE   1,993 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   1,344,626 85,536 SH   SOLE   85,536 0 0
HOME DEPOT INC COM 437076102   716,539 2,511 SH   SOLE   2,511 0 0
HP INC COM 40434L105   775,531 26,835 SH   SOLE   26,835 0 0
HUNT J B TRANS SVCS INC COM 445658107   1,112,032 6,551 SH   SOLE   6,551 0 0
INFOSYS LTD SPONSORED ADR 456788108   1,047,117 61,092 SH   SOLE   61,092 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   1,062,228 10,340 SH   SOLE   10,340 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   1,572,737 12,171 SH   SOLE   12,171 0 0
INTUIT COM 461202103   870,498 1,978 SH   SOLE   1,978 0 0
JD.COM INC SPON ADR CL A 47215P106   1,359,439 30,618 SH   SOLE   30,618 0 0
JPMORGAN CHASE & CO COM 46625H100   1,396,809 10,849 SH   SOLE   10,849 0 0
KLA CORP COM NEW 482480100   862,553 2,178 SH   SOLE   2,178 0 0
KROGER CO COM 501044101   855,508 17,438 SH   SOLE   17,438 0 0
LAM RESEARCH CORP COM 512807108   1,450,612 2,730 SH   SOLE   2,730 0 0
LINDE PLC SHS G54950103   1,297,183 3,690 SH   SOLE   3,690 0 0
LOWES COS INC COM 548661107   738,813 3,835 SH   SOLE   3,835 0 0
MARATHON DIGITAL HOLDINGS IN COM 565788106   1,784,300 227,880 SH   SOLE   227,880 0 0
MARATHON PETE CORP COM 56585A102   946,018 7,063 SH   SOLE   7,063 0 0
MARSH & MCLENNAN COS INC COM 571748102   772,133 4,683 SH   SOLE   4,683 0 0
MASTERCARD INCORPORATED CL A 57636Q104   2,582,361 7,188 SH   SOLE   7,188 0 0
MCKESSON CORP COM 58155Q103   989,977 2,767 SH   SOLE   2,767 0 0
META PLATFORMS INC CL A 30303M102   1,030,471 4,958 SH   SOLE   4,958 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   947,748 11,449 SH   SOLE   11,449 0 0
MICRON TECHNOLOGY INC COM 595112103   1,114,674 17,668 SH   SOLE   17,668 0 0
MICROSOFT CORP COM 594918104   2,360,455 8,310 SH   SOLE   8,310 0 0
MICROSTRATEGY INC CL A NEW 594972408   3,807,301 13,635 SH   SOLE   13,635 0 0
MONOLITHIC PWR SYS INC COM 609839105   1,601,888 3,218 SH   SOLE   3,218 0 0
MSCI INC COM 55354G100   1,032,142 1,881 SH   SOLE   1,881 0 0
NASDAQ INC COM 631103108   1,879,865 34,793 SH   SOLE   34,793 0 0
NORDSON CORP COM 655663102   1,239,121 5,663 SH   SOLE   5,663 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   1,443,495 300,103 SH   SOLE   300,103 0 0
NUCOR CORP COM 670346105   825,971 5,457 SH   SOLE   5,457 0 0
NVIDIA CORPORATION COM 67066G104   1,438,977 5,255 SH   SOLE   5,255 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   1,446,866 4,337 SH   SOLE   4,337 0 0
ONECONNECT FINL TECHNOLOGY C SPONSORED ADS 68248T204   747,048 137,073 SH   SOLE   137,073 0 0
ORACLE CORP COM 68389X105   1,392,406 15,384 SH   SOLE   15,384 0 0
OVERSTOCK COM INC DEL COM 690370101   1,477,317 73,316 SH   SOLE   73,316 0 0
PAYPAL HLDGS INC COM 70450Y103   1,618,875 21,762 SH   SOLE   21,762 0 0
PHILLIPS 66 COM 718546104   1,187,682 11,878 SH   SOLE   11,878 0 0
POOL CORP COM 73278L105   1,296,915 3,870 SH   SOLE   3,870 0 0
PROLOGIS INC. COM 74340W103   1,254,557 10,290 SH   SOLE   10,290 0 0
ROBERT HALF INTL INC COM 770323103   834,688 10,708 SH   SOLE   10,708 0 0
ROBINHOOD MKTS INC COM CL A 770700102   1,107,113 117,031 SH   SOLE   117,031 0 0
SAP SE SPON ADR 803054204   1,400,890 11,112 SH   SOLE   11,112 0 0
SNAP ON INC COM 833034101   1,194,552 4,938 SH   SOLE   4,938 0 0
SPLUNK INC COM 848637104   1,383,900 15,000 SH   SOLE   15,000 0 0
SYSCO CORP COM 871829107   714,618 9,288 SH   SOLE   9,288 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,113,154 12,038 SH   SOLE   12,038 0 0
TE CONNECTIVITY LTD SHS H84989104   820,426 6,353 SH   SOLE   6,353 0 0
TEXAS INSTRS INC COM 882508104   2,014,296 10,933 SH   SOLE   10,933 0 0
UNITED PARCEL SERVICE INC CL B 911312106   799,711 4,185 SH   SOLE   4,185 0 0
UNITEDHEALTH GROUP INC COM 91324P102   700,859 1,491 SH   SOLE   1,491 0 0
VISA INC COM CL A 92826C839   2,361,686 10,621 SH   SOLE   10,621 0 0
WALMART INC COM 931142103   1,030,033 7,071 SH   SOLE   7,071 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   1,144,301 3,357 SH   SOLE   3,357 0 0
WISDOMTREE INC COM 97717P104   910,246 157,210 SH   SOLE   157,210 0 0
ZOETIS INC CL A 98978V103   893,468 5,443 SH   SOLE   5,443 0 0