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
ISHARES TR CORE S&P500 ETF 464287200   1,259,017 2,824 SH   SOLE   2,219 0 606
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   3,272,000 50,000 SH   OTR   0 50,000 0
AMAZON COM INC COM 023135106   32,768,921 251,373 SH   SOLE   179,499 0 71,874
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   539,462 1,582 SH   SOLE   1,577 0 5
KROGER CO COM 501044101   376,000 8,000 SH   SOLE   4,486 0 3,514
COCA COLA CO COM 191216100   348,674 5,790 SH   SOLE   3,247 0 2,543
STRYKER CORPORATION COM 863667101   9,797,660 32,114 SH   SOLE   23,094 0 9,020
TOTALENERGIES SE SPONSORED ADS 89151E109   263,530 4,572 SH   SOLE   4,572 0 0
BOOKING HOLDINGS INC COM 09857L108   13,702,373 5,074 SH   SOLE   3,635 0 1,439
PIONEER NAT RES CO COM 723787107   20,055,977 96,805 SH   SOLE   68,843 0 27,962
APPLE INC COM 037833100   38,175,071 196,808 SH   SOLE   144,838 0 51,971
AMERICAN EXPRESS CO COM 025816109   493,334 2,832 SH   SOLE   2,832 0 0
MID-AMER APT CMNTYS INC COM 59522J103   675,018 4,445 SH   SOLE   2,493 0 1,952
NVIDIA CORPORATION COM 67066G104   64,927,252 153,485 SH   SOLE   109,381 0 44,104
NOVO-NORDISK A S ADR 670100205   19,873,521 122,804 SH   SOLE   87,329 0 35,476
ALPHABET INC CAP STK CL A 02079K305   12,176,961 101,729 SH   SOLE   73,938 0 27,791
WEC ENERGY GROUP INC COM 92939U106   1,538,200 17,432 SH   OTR   0 17,432 0
INTUITIVE SURGICAL INC COM NEW 46120E602   19,728,415 57,696 SH   SOLE   41,280 0 16,416
ASML HOLDING N V N Y REGISTRY SHS N07059210   9,231,287 12,737 SH   SOLE   10,071 0 2,666
VANGUARD WORLD FDS UTILITIES ETF 92204A876   1,381,324 9,716 SH   OTR   0 9,716 0
SALESFORCE INC COM 79466L302   24,235,448 114,719 SH   SOLE   81,766 0 32,953
DEXCOM INC COM 252131107   17,165,793 133,576 SH   SOLE   96,903 0 36,673
MASTERCARD INCORPORATED CL A 57636Q104   29,851,666 75,901 SH   SOLE   55,876 0 20,025
MERCADOLIBRE INC COM 58733R102   25,128,694 21,213 SH   SOLE   15,409 0 5,804
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   5,223,474 193,605 SH   SOLE   136,932 0 56,673
META PLATFORMS INC CL A 30303M102   53,122,656 185,109 SH   SOLE   158,311 0 26,798
SERVICENOW INC COM 81762P102   19,425,457 34,567 SH   SOLE   25,274 0 9,293
PALO ALTO NETWORKS INC COM 697435105   20,089,563 78,625 SH   SOLE   54,991 0 23,634
ALPHABET INC CAP STK CL C 02079K107   30,786,745 254,499 SH   SOLE   188,317 0 66,182
PAYPAL HLDGS INC COM 70450Y103   13,777,034 206,459 SH   SOLE   141,102 0 65,357
SEA LTD SPONSORD ADS 81141R100   11,121,929 191,625 SH   SOLE   136,467 0 55,158
EISAI CO LTD ADR SPONSORD ADS 28258A107   2,360,232 139,495 SH   SOLE   139,495 0 0
WAL-MART DE MEXICO SA SPON ADR SPONSORD ADS 93114W107   1,824,684 46,251 SH   SOLE   46,251 0 0