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
3M CO COM 88579Y101 BBG001S5T7X2 6,833,645 68,275 SH   SOLE   68,275 0 0
ACTIVISION BLIZZARD INC COM 00507V109 BBG001S6C009 450,584 5,345 SH   SOLE   5,345 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 9,958,435 20,438 SH   SOLE   20,438 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 1,247,201 10,949 SH   SOLE   10,949 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 3,370,006 28,025 SH   SOLE   28,025 0 0
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 359,361 2,804 SH   SOLE   2,804 0 0
ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 183,893 520 SH   SOLE   520 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3,798,799 31,736 SH   SOLE   31,736 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 12,811,116 106,008 SH   SOLE   106,008 0 0
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 2,873,583 63,900 SH   SOLE   63,900 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 13,751,155 105,486 SH   SOLE   105,486 0 0
AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 294,700 3,500 SH   SOLE   3,500 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 4,358,919 19,633 SH   SOLE   19,633 0 0
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 664,107 3,409 SH   SOLE   3,409 0 0
ANSYS INC COM 03662Q105 BBG001S926L8 194,529 589 SH   SOLE   589 0 0
APPLE INC COM 037833100 BBG001S5N8V8 12,860,987 66,304 SH   SOLE   66,304 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 825,179 5,709 SH   SOLE   5,709 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 431,951 596 SH   SOLE   596 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 287,998 4,024 SH   SOLE   4,024 0 0
ATLASSIAN CORPORATION CL A 049468101 BBG01BGWHFS4 173,180 1,032 SH   SOLE   1,032 0 0
AUTODESK INC COM 052769106 BBG001S5SCD4 297,912 1,456 SH   SOLE   1,456 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 617,170 2,808 SH   SOLE   2,808 0 0
BAKER HUGHES COMPANY CL A 05722G100 BBG00GBVBK60 217,572 6,883 SH   SOLE   6,883 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 19,599,509 683,759 SH   SOLE   683,759 0 0
BANK NEW YORK MELLON CORP COM 064058100 BBG001S5P6Q6 3,641,736 81,800 SH   SOLE   81,800 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2,903,274 8,514 SH   SOLE   8,514 0 0
BIOGEN INC COM 09062X103 BBG001S67826 8,110,249 28,472 SH   SOLE   28,472 0 0
BLACKROCK INC COM 09247X101 BBG001SDBP55 5,576,118 8,068 SH   SOLE   8,068 0 0
BOEING CO COM 097023105 BBG001S5P0V3 72,217 342 SH   SOLE   342 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 677,783 251 SH   SOLE   251 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 BBG001S6VV46 32,698,090 994,770 SH   SOLE   994,770 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 2,458,297 2,834 SH   SOLE   2,834 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 434,800 1,854 SH   SOLE   1,854 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 BBG001T3TDG2 375,820 1,023 SH   SOLE   1,023 0 0
CINTAS CORP COM 172908105 BBG001S7CRG1 343,482 691 SH   SOLE   691 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 1,433,612 27,708 SH   SOLE   27,708 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG001S5STN6 39,791,974 616,313 SH   SOLE   616,313 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 11,493,093 276,705 SH   SOLE   276,705 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 5,818,817 23,614 SH   SOLE   23,614 0 0
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 201,868 2,205 SH   SOLE   2,205 0 0
COPART INC COM 217204106 BBG001S7MTB1 296,068 3,246 SH   SOLE   3,246 0 0
CORTEVA INC COM 22052L104 BBG00BN969D0 2,171,670 37,900 SH   SOLE   37,900 0 0
COSTAR GROUP INC COM 22160N109 BBG001SD3DY9 247,153 2,777 SH   SOLE   2,777 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1,623,216 3,015 SH   SOLE   3,015 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 223,683 1,523 SH   SOLE   1,523 0 0
CSX CORP COM 126408103 BBG001S5Q7Q3 471,364 13,823 SH   SOLE   13,823 0 0
DATADOG INC CL A COM 23804L103 BBG003NJHZW5 198,137 2,014 SH   SOLE   2,014 0 0
DEXCOM INC COM 252131107 BBG001SKZG99 338,624 2,635 SH   SOLE   2,635 0 0
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 161,704 1,231 SH   SOLE   1,231 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 9,331,813 104,523 SH   SOLE   104,523 0 0
DOLLAR TREE INC COM 256746108 BBG001S6ZGL6 214,963 1,498 SH   SOLE   1,498 0 0
DOMINION ENERGY INC COM 25746U109 BBG001S5QCP3 1,555,668 30,038 SH   SOLE   30,038 0 0
DOMINOS PIZZA INC COM 25754A201 BBG001SL3ZH1 7,225,740 21,442 SH   SOLE   21,442 0 0
EBAY INC. COM 278642103 BBG001S9B9J5 162,448 3,635 SH   SOLE   3,635 0 0
ECOLAB INC COM 278865100 BBG001S5QRB5 9,015,633 48,292 SH   SOLE   48,292 0 0
ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 240,464 1,854 SH   SOLE   1,854 0 0
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 8,020,214 88,729 SH   SOLE   88,729 0 0
ENPHASE ENERGY INC COM 29355A107 BBG001V28NC6 155,924 931 SH   SOLE   931 0 0
EQUIFAX INC COM 294429105 BBG001S5QSK3 9,173,171 38,985 SH   SOLE   38,985 0 0
ETSY INC COM 29786A106 BBG001T53625 7,312,504 86,426 SH   SOLE   86,426 0 0
EXELON CORP COM 30161N101 BBG001SBJMT2 275,484 6,762 SH   SOLE   6,762 0 0
FASTENAL CO COM 311900104 BBG001S5R1F7 228,999 3,882 SH   SOLE   3,882 0 0
FORTINET INC COM 34959E109 BBG001S77BL6 5,149,720 68,127 SH   SOLE   68,127 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 251,113 3,091 SH   SOLE   3,091 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 7,798,020 101,181 SH   SOLE   101,181 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 BBG001SV0YS3 240,496 3,724 SH   SOLE   3,724 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 BBG001TWHGX5 3,058,416 40,200 SH   SOLE   40,200 0 0
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 939,145 4,526 SH   SOLE   4,526 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 283,258 564 SH   SOLE   564 0 0
ILLUMINA INC COM 452327109 BBG001SF4NY1 201,364 1,074 SH   SOLE   1,074 0 0
INTEL CORP COM 458140100 BBG001S5SF65 2,318,429 69,331 SH   SOLE   69,331 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 7,240,399 64,029 SH   SOLE   64,029 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 BBG001S5S5F7 6,650,222 83,556 SH   SOLE   83,556 0 0
INTUIT COM 461202103 BBG001S6TWR2 4,522,335 9,870 SH   SOLE   9,870 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 814,501 2,382 SH   SOLE   2,382 0 0
INVESCO EXCH TRADED FD TR II CHINA TECHNLGY 46138E800 BBG00KXH5265 1,969,041 49,623 SH   SOLE   49,623 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 BBG001S8SYN9 5,149,391 83,162 SH   SOLE   83,162 0 0
ISHARES TR CORE MSCI EURO 46434V738 BBG006MJ8984 872,921 16,586 SH   SOLE   16,586 0 0
ISHARES TR CYBERSECURITY 46435U135 BBG00PC1B2X5 691,728 18,290 SH   SOLE   18,290 0 0
ISHARES TR GLB CNSM STP ETF 464288737 BBG001SNVWR2 6,347,754 104,610 SH   SOLE   104,610 0 0
ISHARES TR GLOB HLTHCRE ETF 464287325 BBG001SJX8Q3 1,680,875 19,775 SH   SOLE   19,775 0 0
ISHARES TR GLOBAL ENERG ETF 464287341 BBG001S7RSN5 1,158,950 31,142 SH   SOLE   31,142 0 0
ISHARES TR GLOBAL FINLS ETF 464287333 BBG001SJX8P4 2,923,411 40,864 SH   SOLE   40,864 0 0
ISHARES TR LATN AMER 40 ETF 464287390 BBG001SJRVW2 3,922,506 144,369 SH   SOLE   144,369 0 0
ISHARES TR MSCI CHINA ETF 46429B671 BBG001S56D46 3,887,056 86,881 SH   SOLE   86,881 0 0
ISHARES TR MSCI INTL QUALTY 46434V456 BBG007WGM3H4 2,166,292 60,868 SH   SOLE   60,868 0 0
JD.COM INC SPON ADR CL A 47215P106 BBG005YHY0R6 105,325 3,086 SH   SOLE   3,086 0 0
KELLOGG CO COM 487836108 BBG001S5SJL0 8,022,285 119,025 SH   SOLE   119,025 0 0
KEURIG DR PEPPER INC COM 49271V100 BBG001ST5W34 5,513,847 178,054 SH   SOLE   178,054 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 452,039 932 SH   SOLE   932 0 0
KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 296,212 8,344 SH   SOLE   8,344 0 0
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 5,167,952 8,039 SH   SOLE   8,039 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 3,829,410 19,500 SH   SOLE   19,500 0 0
LUCID GROUP INC COM 549498103 BBG00W7F99W4 85,925 12,471 SH   SOLE   12,471 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 4,572,145 12,330 SH   SOLE   12,330 0 0
MARKETAXESS HLDGS INC COM 57060D108 BBG001S8R6K4 3,973,584 15,200 SH   SOLE   15,200 0 0
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 380,606 2,072 SH   SOLE   2,072 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 349,534 5,847 SH   SOLE   5,847 0 0
MASCO CORP COM 574599106 BBG001S5SZ70 8,107,392 141,293 SH   SOLE   141,293 0 0
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 403,949 341 SH   SOLE   341 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 9,863,216 34,369 SH   SOLE   34,369 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 4,464,091 49,828 SH   SOLE   49,828 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 469,602 7,441 SH   SOLE   7,441 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 27,433,074 81,012 SH   SOLE   81,012 0 0
MODERNA INC COM 60770K107 BBG003PHHZV8 314,807 2,591 SH   SOLE   2,591 0 0
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 675,351 9,259 SH   SOLE   9,259 0 0
MONOLITHIC PWR SYS INC COM 609839105 BBG001SDRGP6 49,701 92 SH   SOLE   92 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 BBG008NVB1F7 408,800 7,117 SH   SOLE   7,117 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 1,331,161 3,022 SH   SOLE   3,022 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 2,825,472 25,600 SH   SOLE   25,600 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 7,104,198 16,794 SH   SOLE   16,794 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 BBG001S6WQT9 275,464 745 SH   SOLE   745 0 0
ON SEMICONDUCTOR CORP COM 682189105 BBG001SF7RS6 277,687 2,936 SH   SOLE   2,936 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 394,539 413 SH   SOLE   413 0 0
PACCAR INC COM 693718108 BBG001S5V1S8 297,208 3,553 SH   SOLE   3,553 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 531,205 2,079 SH   SOLE   2,079 0 0
PAYCHEX INC COM 704326107 BBG001S5V135 274,193 2,451 SH   SOLE   2,451 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 506,214 7,586 SH   SOLE   7,586 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDFH8 287,000 4,151 SH   SOLE   4,151 0 0
PEPSICO INC COM 713448108 BBG001S695T1 1,734,956 9,367 SH   SOLE   9,367 0 0
PFIZER INC COM 717081103 BBG001S5V466 5,627,996 153,435 SH   SOLE   153,435 0 0
POLARIS INC COM 731068102 BBG001S7HWZ4 8,302,207 68,653 SH   SOLE   68,653 0 0
PROSHARES TR S&P 500 DV ARIST 74348A467 BBG005D266P2 2,406,619 25,529 SH   SOLE   25,529 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 901,609 7,574 SH   SOLE   7,574 0 0
REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 526,690 733 SH   SOLE   733 0 0
ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 3,504,070 7,288 SH   SOLE   7,288 0 0
ROSS STORES INC COM 778296103 BBG001S5VRS1 260,702 2,325 SH   SOLE   2,325 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 12,275,526 58,175 SH   SOLE   58,175 0 0
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 2,958,696 52,200 SH   SOLE   52,200 0 0
SEAGEN INC COM 81181C104 BBG001S9M4Q6 245,194 1,274 SH   SOLE   1,274 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 5,080,209 9,040 SH   SOLE   9,040 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 BBG001S70ZY6 119,148 26,302 SH   SOLE   26,302 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 772,074 7,794 SH   SOLE   7,794 0 0
SYNOPSYS INC COM 871607107 BBG001S5VTR8 450,214 1,034 SH   SOLE   1,034 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 1,173,397 11,627 SH   SOLE   11,627 0 0
TERADYNE INC COM 880770102 BBG001S5WMZ3 9,315,760 83,677 SH   SOLE   83,677 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 4,348,261 16,611 SH   SOLE   16,611 0 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 1,110,903 6,171 SH   SOLE   6,171 0 0
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 1,133,146 8,158 SH   SOLE   8,158 0 0
TRADEWEB MKTS INC CL A 892672106 BBG00NK8H9M7 3,529,117 51,535 SH   SOLE   51,535 0 0
TRANSUNION COM 89400J107 BBG002Q7J607 8,876,904 113,327 SH   SOLE   113,327 0 0
TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 8,787,933 21,101 SH   SOLE   21,101 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 833,910 1,735 SH   SOLE   1,735 0 0
US BANCORP DEL COM NEW 902973304 BBG001S6T8C1 8,600,048 260,292 SH   SOLE   260,292 0 0
VANECK ETF TRUST AGRIBUSINESS ETF 92189F700 BBG001SPSH76 2,831,291 34,642 SH   SOLE   34,642 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 BBG001SR42Z0 630,261 20,925 SH   SOLE   20,925 0 0
VEEVA SYS INC CL A COM 922475108 BBG001TX0CB4 10,866,185 55,066 SH   SOLE   55,066 0 0
VERISK ANALYTICS INC COM 92345Y106 BBG001SBRX64 222,414 984 SH   SOLE   984 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 616,194 1,751 SH   SOLE   1,751 0 0
VIATRIS INC COM 92556V106 BBG00Y52JV51 90,383,545 9,120,013 SH   SOLE   9,120,013 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 BBG001S6MDB8 74,049,962 7,869,284 SH   SOLE   7,869,284 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 BBG001S5XBY7 167,122 5,866 SH   SOLE   5,866 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 207,713 16,564 SH   SOLE   16,564 0 0
WATERS CORP COM 941848103 BBG001S8MDG9 2,851,978 10,700 SH   SOLE   10,700 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 55,438,361 1,304,913 SH   SOLE   1,304,913 0 0
WORKDAY INC CL A 98138H101 BBG001T21KQ7 7,285,343 32,200 SH   SOLE   32,200 0 0
XCEL ENERGY INC COM 98389B100 BBG001S7F0X8 232,640 3,742 SH   SOLE   3,742 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 BBG001S7DQJ9 7,970,872 54,745 SH   SOLE   54,745 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 BBG0042V6JN7 115,735 1,705 SH   SOLE   1,705 0 0
ZSCALER INC COM 98980G102 BBG003338H61 144,252 986 SH   SOLE   986 0 0