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 BBG001S5N9M6 4,259,409 37,475 SH   SOLE   37,475 0 0
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 4,001,465 21,974 SH   SOLE   21,974 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 2,716,383 7,837 SH   SOLE   7,837 0 0
ADOBE INC COM 00724F101 BBG001S5NCQ5 3,933,357 7,795 SH   SOLE   7,795 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 11,508,042 63,760 SH   SOLE   63,760 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 30,378,587 201,276 SH   SOLE   201,276 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 3,062,253 20,112 SH   SOLE   20,112 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 28,541,708 158,231 SH   SOLE   158,231 0 0
AMETEK INC COM 031100100 BBG001S5NN54 7,211,015 39,426 SH   SOLE   39,426 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 437,853 1,540 SH   SOLE   1,540 0 0
AMPHENOL CORP NEW CL A 032095101 BBG001S5NSK6 5,157,760 44,714 SH   SOLE   44,714 0 0
APPLE INC COM 037833100 BBG001S5N8V8 36,250,261 211,396 SH   SOLE   211,396 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 7,313,534 35,463 SH   SOLE   35,463 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 2,611,032 10,455 SH   SOLE   10,455 0 0
AUTOZONE INC COM 053332102 BBG001S6Q5D9 2,196,700 697 SH   SOLE   697 0 0
BECTON DICKINSON & CO COM 075887109 BBG001S5P374 2,072,394 8,375 SH   SOLE   8,375 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 255,256 607 SH   SOLE   607 0 0
BHP GROUP LTD SPONSORED ADS 088606108 BBG001S5P5K4 3,760,407 65,183 SH   SOLE   65,183 0 0
BOEING CO COM 097023105 BBG001S5P0V3 3,878,713 20,098 SH   SOLE   20,098 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 3,025,652 834 SH   SOLE   834 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 2,290,675 42,240 SH   SOLE   42,240 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 7,549,535 5,696 SH   SOLE   5,696 0 0
CANADIAN NATL RY CO COM 136375102 BBG001S8WVQ7 3,033,281 23,030 SH   SOLE   23,030 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 9,285,996 58,869 SH   SOLE   58,869 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 3,163,346 63,381 SH   SOLE   63,381 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 2,651,503 61,165 SH   SOLE   61,165 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 12,138,214 16,568 SH   SOLE   16,568 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 4,546,607 14,182 SH   SOLE   14,182 0 0
CSX CORP COM 126408103 BBG001S5Q7Q3 2,508,861 67,679 SH   SOLE   67,679 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 2,674,501 10,710 SH   SOLE   10,710 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 2,983,750 24,385 SH   SOLE   24,385 0 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 8,847,739 11,373 SH   SOLE   11,373 0 0
EOG RES INC COM 26875P101 BBG001S5ZB93 6,189,885 48,419 SH   SOLE   48,419 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 367,202 3,159 SH   SOLE   3,159 0 0
FASTENAL CO COM 311900104 BBG001S5R1F7 7,923,435 102,715 SH   SOLE   102,715 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 1,630,562 17,936 SH   SOLE   17,936 0 0
GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 9,462,296 53,907 SH   SOLE   53,907 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 10,618,048 27,680 SH   SOLE   27,680 0 0
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 2,529,501 12,324 SH   SOLE   12,324 0 0
INTUIT COM 461202103 BBG001S6TWR2 2,819,050 4,337 SH   SOLE   4,337 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 4,660,573 11,678 SH   SOLE   11,678 0 0
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 223,250 2,020 SH   SOLE   2,020 0 0
ISHARES TR MSCI ACWI EX US 464288240 BBG001S56R18 961,020 18,000 SH   SOLE   18,000 0 0
ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 1,092,678 10,155 SH   SOLE   10,155 0 0
ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 1,061,103 3,684 SH   SOLE   3,684 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 884,082 2,623 SH   SOLE   2,623 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 406,221 2,268 SH   SOLE   2,268 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 5,996,667 37,908 SH   SOLE   37,908 0 0
LINDE PLC SHS G54950103 BBG01FND0CH6 3,115,587 6,710 SH   SOLE   6,710 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 4,542,332 9,986 SH   SOLE   9,986 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 BBG001T8LMY9 2,353,054 23,006 SH   SOLE   23,006 0 0
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 4,266,057 16,908 SH   SOLE   16,908 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 4,181,472 8,683 SH   SOLE   8,683 0 0
MCKESSON CORP COM 58155Q103 BBG001S8F8P8 2,653,650 4,943 SH   SOLE   4,943 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 2,344,248 26,899 SH   SOLE   26,899 0 0
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 3,447,269 2,280 SH   SOLE   2,280 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 5,239,603 39,709 SH   SOLE   39,709 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 22,096,803 45,506 SH   SOLE   45,506 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 4,556,213 38,648 SH   SOLE   38,648 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 53,618,462 127,445 SH   SOLE   127,445 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 4,885,970 8,045 SH   SOLE   8,045 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 1,661,754 17,682 SH   SOLE   17,682 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 38,780,795 42,920 SH   SOLE   42,920 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 223,711 1,781 SH   SOLE   1,781 0 0
PFIZER INC COM 717081103 BBG001S5V466 2,217,059 79,894 SH   SOLE   79,894 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 5,418,988 33,399 SH   SOLE   33,399 0 0
PUBLIC STORAGE COM 74460D109 BBG001S5TH79 1,995,323 6,879 SH   SOLE   6,879 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 2,500,392 14,769 SH   SOLE   14,769 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 6,056,429 20,109 SH   SOLE   20,109 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 BBG00L5F9FV7 12,449,049 152,450 SH   SOLE   152,450 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 65,983,254 1,566,554 SH   SOLE   1,566,554 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 10,428,285 56,709 SH   SOLE   56,709 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 8,507,325 57,587 SH   SOLE   57,587 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 38,305,383 183,922 SH   SOLE   183,922 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 4,962,462 6,509 SH   SOLE   6,509 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 781,585 8,514 SH   SOLE   8,514 0 0
SPDR SER TR S&P BIOTECH 78464A870 BBG001SQDKG3 5,196,176 54,760 SH   SOLE   54,760 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 1,684,135 18,428 SH   SOLE   18,428 0 0
SUPER MICRO COMPUTER INC COM 86800U104 BBG001SQGH95 606,018 600 SH Put SOLE   600 0 0
SYSCO CORP COM 871829107 BBG001S5WJS8 2,312,818 28,490 SH   SOLE   28,490 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 6,092,881 34,660 SH   SOLE   34,660 0 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 2,228,320 12,791 SH   SOLE   12,791 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 4,241,671 7,298 SH   SOLE   7,298 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 5,626,173 55,474 SH   SOLE   55,474 0 0
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 1,998,330 13,445 SH   SOLE   13,445 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 15,574,640 31,483 SH   SOLE   31,483 0 0
VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 8,366,370 49,015 SH   SOLE   49,015 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 977,807 4,346 SH   SOLE   4,346 0 0
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 BBG001TC6MF8 9,650,869 31,672 SH   SOLE   31,672 0 0
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 BBG001TC6MG7 29,297,376 162,339 SH   SOLE   162,339 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 593,085 1,723 SH   SOLE   1,723 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 10,390,989 45,457 SH   SOLE   45,457 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 955,995 16,300 SH   SOLE   16,300 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 1,152,618 27,594 SH   SOLE   27,594 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 10,144,954 202,212 SH   SOLE   202,212 0 0
VANGUARD WORLD FD FINANCIALS ETF 92204A405 BBG001SHTTM0 462,086 4,513 SH   SOLE   4,513 0 0
VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 BBG001T0Y6L1 47,604,734 398,333 SH   SOLE   398,333 0 0
VANGUARD WORLD FD MEGA GRWTH IND 921910816 BBG001T0Y6W9 60,062,097 209,560 SH   SOLE   209,560 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 6,181,901 22,151 SH   SOLE   22,151 0 0
WEC ENERGY GROUP INC COM 92939U106 BBG001S5XDC7 3,673,063 44,728 SH   SOLE   44,728 0 0