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
ABBOTT LABS COM 002824100   959,198 8,439 SH   SOLE   0 0 8,439
ABBVIE INC COM 00287Y109   1,639,601 9,004 SH   SOLE   0 0 9,004
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   650,240 1,876 SH   SOLE   0 0 1,876
ADVANCED MICRO DEVICES INC COM 007903107   6,945,977 38,484 SH   SOLE   0 0 38,484
ALPHABET INC CAP STK CL A 02079K305   1,756,825 11,640 SH   SOLE   0 0 11,640
ALPHABET INC CAP STK CL C 02079K107   1,215,035 7,980 SH   SOLE   0 0 7,980
AMAZON COM INC COM 023135106   682,738 3,785 SH   SOLE   0 0 3,785
AMERICAN EXPRESS CO COM 025816109   1,221,375 5,364 SH   SOLE   0 0 5,364
AMGEN INC COM 031162100   1,157,662 4,072 SH   SOLE   0 0 4,072
APPLE INC COM 037833100   11,730,512 68,407 SH   SOLE   0 0 68,407
AUTOLIV INC COM 052800109   335,722 2,788 SH   SOLE   0 0 2,788
AUTOMATIC DATA PROCESSING IN COM 053015103   221,142 885 SH   SOLE   0 0 885
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   576,533 1,371 SH   SOLE   0 0 1,371
BLOCK INC CL A 852234103   464,090 5,487 SH   SOLE   0 0 5,487
BOEING CO COM 097023105   713,850 3,699 SH   SOLE   0 0 3,699
BRISTOL-MYERS SQUIBB CO COM 110122108   773,319 14,260 SH   SOLE   0 0 14,260
BROADCOM INC COM 11135F101   1,989,894 1,501 SH   SOLE   0 0 1,501
CADENCE DESIGN SYSTEM INC COM 127387108   646,217 2,076 SH   SOLE   0 0 2,076
CARLYLE GROUP INC COM 14316J108   240,179 5,120 SH   SOLE   0 0 5,120
CARRIER GLOBAL CORPORATION COM 14448C104   341,174 5,869 SH   SOLE   0 0 5,869
CHEVRON CORP NEW COM 166764100   749,329 4,750 SH   SOLE   0 0 4,750
CHUBB LIMITED COM H1467J104   969,929 3,743 SH   SOLE   0 0 3,743
CISCO SYS INC COM 17275R102   803,244 16,094 SH   SOLE   0 0 16,094
COCA COLA CO COM 191216100   222,205 3,632 SH   SOLE   0 0 3,632
CONSTELLATION BRANDS INC CL A 21036P108   285,663 1,051 SH   SOLE   0 0 1,051
COSTCO WHSL CORP NEW COM 22160K105   597,972 816 SH   SOLE   0 0 816
CROWDSTRIKE HLDGS INC CL A 22788C105   1,219,845 3,805 SH   SOLE   0 0 3,805
CVS HEALTH CORP COM 126650100   201,796 2,530 SH   SOLE   0 0 2,530
CYBERARK SOFTWARE LTD SHS M2682V108   743,764 2,800 SH   SOLE   0 0 2,800
DANAHER CORPORATION COM 235851102   378,100 1,514 SH   SOLE   0 0 1,514
DELL TECHNOLOGIES INC CL C 24703L202   298,626 2,617 SH   SOLE   0 0 2,617
DEXCOM INC COM 252131107   371,716 2,680 SH   SOLE   0 0 2,680
DOLLAR TREE INC COM 256746108   291,599 2,190 SH   SOLE   0 0 2,190
EATON CORP PLC SHS G29183103   838,185 2,681 SH   SOLE   0 0 2,681
EDWARDS LIFESCIENCES CORP COM 28176E108   261,357 2,735 SH   SOLE   0 0 2,735
ELECTRONIC ARTS INC COM 285512109   249,420 1,880 SH   SOLE   0 0 1,880
ELI LILLY & CO COM 532457108   3,698,749 4,754 SH   SOLE   0 0 4,754
EMERSON ELEC CO COM 291011104   610,967 5,387 SH   SOLE   0 0 5,387
ENBRIDGE INC COM 29250N105   290,923 8,041 SH   SOLE   0 0 8,041
EXACT SCIENCES CORP COM 30063P105   213,395 3,090 SH   SOLE   0 0 3,090
EXPEDIA GROUP INC COM NEW 30212P303   237,343 1,723 SH   SOLE   0 0 1,723
EXXON MOBIL CORP COM 30231G102   1,213,230 10,437 SH   SOLE   0 0 10,437
FEDEX CORP COM 31428X106   263,071 908 SH   SOLE   0 0 908
FORTINET INC COM 34959E109   3,264,876 47,795 SH   SOLE   0 0 47,795
GOLDMAN SACHS GROUP INC COM 38141G104   228,476 547 SH   SOLE   0 0 547
HOME DEPOT INC COM 437076102   1,512,232 3,942 SH   SOLE   0 0 3,942
HONEYWELL INTL INC COM 438516106   1,620,544 7,895 SH   SOLE   0 0 7,895
HUNTINGTON BANCSHARES INC COM 446150104   345,004 24,731 SH   SOLE   0 0 24,731
INTERCONTINENTAL EXCHANGE IN COM 45866F104   237,782 1,730 SH   SOLE   0 0 1,730
INTERNATIONAL BUSINESS MACHS COM 459200101   307,425 1,610 SH   SOLE   0 0 1,610
INTUITIVE SURGICAL INC COM NEW 46120E602   494,872 1,240 SH   SOLE   0 0 1,240
IQVIA HLDGS INC COM 46266C105   446,351 1,765 SH   SOLE   0 0 1,765
ISHARES TR S&P 500 GRWT ETF 464287309   440,777 5,220 SH   SOLE   0 0 5,220
ISHARES TR S&P 500 VAL ETF 464287408   279,281 1,495 SH   SOLE   0 0 1,495
ISHARES TR RUSSELL 2000 ETF 464287655   478,660 2,276 SH   SOLE   0 0 2,276
JOHNSON & JOHNSON COM 478160104   495,146 3,130 SH   SOLE   0 0 3,130
JPMORGAN CHASE & CO COM 46625H100   1,530,608 7,642 SH   SOLE   0 0 7,642
KINDER MORGAN INC DEL COM 49456B101   301,927 16,463 SH   SOLE   0 0 16,463
LAM RESEARCH CORP COM 512807108   1,397,399 1,438 SH   SOLE   0 0 1,438
LOWES COS INC COM 548661107   761,248 2,988 SH   SOLE   0 0 2,988
LULULEMON ATHLETICA INC COM 550021109   574,256 1,470 SH   SOLE   0 0 1,470
MARATHON PETE CORP COM 56585A102   322,948 1,603 SH   SOLE   0 0 1,603
MARVELL TECHNOLOGY INC COM 573874104   611,839 8,632 SH   SOLE   0 0 8,632
MASCO CORP COM 574599106   574,586 7,284 SH   SOLE   0 0 7,284
MASTERCARD INCORPORATED CL A 57636Q104   1,297,369 2,694 SH   SOLE   0 0 2,694
MCDONALDS CORP COM 580135101   804,185 2,852 SH   SOLE   0 0 2,852
MERCK & CO INC COM 58933Y105   638,503 4,839 SH   SOLE   0 0 4,839
META PLATFORMS INC CL A 30303M102   2,989,238 6,156 SH   SOLE   0 0 6,156
MICROSOFT CORP COM 594918104   2,189,002 5,203 SH   SOLE   0 0 5,203
NIKE INC CL B 654106103   669,175 7,120 SH   SOLE   0 0 7,120
NOVO-NORDISK A S ADR 670100205   224,058 1,745 SH   SOLE   0 0 1,745
NVIDIA CORPORATION COM 67066G104   23,054,943 25,516 SH   SOLE   0 0 25,516
NXP SEMICONDUCTORS N V COM N6596X109   919,474 3,711 SH   SOLE   0 0 3,711
ON HLDG AG NAMEN AKT A H5919C104   497,974 14,075 SH   SOLE   0 0 14,075
ON SEMICONDUCTOR CORP COM 682189105   616,717 8,385 SH   SOLE   0 0 8,385
ONEOK INC NEW COM 682680103   477,799 5,960 SH   SOLE   0 0 5,960
ORACLE CORP COM 68389X105   1,336,684 10,642 SH   SOLE   0 0 10,642
OWENS CORNING NEW COM 690742101   200,160 1,200 SH   SOLE   0 0 1,200
PALO ALTO NETWORKS INC COM 697435105   2,420,788 8,520 SH   SOLE   0 0 8,520
PARKER-HANNIFIN CORP COM 701094104   465,488 838 SH   SOLE   0 0 838
PAYCHEX INC COM 704326107   564,134 4,594 SH   SOLE   0 0 4,594
PAYPAL HLDGS INC COM 70450Y103   237,547 3,546 SH   SOLE   0 0 3,546
PEPSICO INC COM 713448108   293,269 1,676 SH   SOLE   0 0 1,676
PHILLIPS 66 COM 718546104   292,052 1,788 SH   SOLE   0 0 1,788
PNC FINL SVCS GROUP INC COM 693475105   202,504 1,253 SH   SOLE   0 0 1,253
PROCTER AND GAMBLE CO COM 742718109   495,357 3,053 SH   SOLE   0 0 3,053
QUALCOMM INC COM 747525103   1,848,188 10,917 SH   SOLE   0 0 10,917
REGENERON PHARMACEUTICALS COM 75886F107   317,622 330 SH   SOLE   0 0 330
RTX CORPORATION COM 75513E101   462,203 4,739 SH   SOLE   0 0 4,739
SALESFORCE INC COM 79466L302   1,718,533 5,706 SH   SOLE   0 0 5,706
SCHLUMBERGER LTD COM STK 806857108   529,316 9,657 SH   SOLE   0 0 9,657
SCHWAB CHARLES CORP COM 808513105   367,640 5,082 SH   SOLE   0 0 5,082
SERVICENOW INC COM 81762P102   609,920 800 SH   SOLE   0 0 800
SHOPIFY INC CL A 82509L107   415,175 5,380 SH   SOLE   0 0 5,380
SKYWORKS SOLUTIONS INC COM 83088M102   431,114 3,980 SH   SOLE   0 0 3,980
SNOWFLAKE INC CL A 833445109   455,712 2,820 SH   SOLE   0 0 2,820
SOFI TECHNOLOGIES INC COM 83406F102   83,366 11,420 SH   SOLE   0 0 11,420
SOUTHERN CO COM 842587107   268,342 3,740 SH   SOLE   0 0 3,740
SPDR S&P 500 ETF TR TR UNIT 78462F103   552,885 1,057 SH   SOLE   0 0 1,057
SPDR SER TR S&P BIOTECH 78464A870   240,855 2,538 SH   SOLE   0 0 2,538
STARBUCKS CORP COM 855244109   534,970 5,854 SH   SOLE   0 0 5,854
TARGET CORP COM 87612E106   379,053 2,139 SH   SOLE   0 0 2,139
TERADYNE INC COM 880770102   222,953 1,976 SH   SOLE   0 0 1,976
TESLA INC COM 88160R101   392,891 2,235 SH   SOLE   0 0 2,235
TEXAS INSTRS INC COM 882508104   400,859 2,301 SH   SOLE   0 0 2,301
THERMO FISHER SCIENTIFIC INC COM 883556102   830,844 1,430 SH   SOLE   0 0 1,430
TJX COS INC NEW COM 872540109   710,740 7,008 SH   SOLE   0 0 7,008
TWILIO INC CL A 90138F102   384,634 6,290 SH   SOLE   0 0 6,290
UNITEDHEALTH GROUP INC COM 91324P102   1,240,166 2,507 SH   SOLE   0 0 2,507
UNITY SOFTWARE INC COM 91332U101   225,482 8,445 SH   SOLE   0 0 8,445
VANECK ETF TRUST OIL SERVICES ETF 92189H607   368,281 1,095 SH   SOLE   0 0 1,095
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   277,320 577 SH   SOLE   0 0 577
VEEVA SYS INC CL A COM 922475108   331,317 1,430 SH   SOLE   0 0 1,430
VERTEX PHARMACEUTICALS INC COM 92532F100   738,624 1,767 SH   SOLE   0 0 1,767
VISA INC COM CL A 92826C839   899,771 3,224 SH   SOLE   0 0 3,224
WASTE MGMT INC DEL COM 94106L109   366,557 1,720 SH   SOLE   0 0 1,720
WORKDAY INC CL A 98138H101   339,574 1,245 SH   SOLE   0 0 1,245
ZSCALER INC COM 98980G102   606,977 3,151 SH   SOLE   0 0 3,151