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 2,675,361 24,306 SH   SOLE   24,306 0 24,306
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 1,080,916 6,975 SH   SOLE   6,975 0 6,975
ADOBE INC COM 00724F101 BBG001S5NCQ5 4,456,005 7,469 SH   SOLE   7,469 0 7,469
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 5,689,584 38,597 SH   SOLE   38,597 0 38,597
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 583,092 4,194 SH   SOLE   4,194 0 4,194
AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 696,821 2,545 SH   SOLE   2,545 0 2,545
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 4,176,871 29,901 SH   SOLE   29,901 0 29,901
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 9,065,886 64,329 SH   SOLE   64,329 0 64,329
AMAZON COM INC COM 023135106 BBG001S5PQL7 9,994,157 65,777 SH   SOLE   65,777 0 65,777
AMGEN INC COM 031162100 BBG001S5NNL6 1,072,010 3,722 SH   SOLE   3,722 0 3,722
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 6,148,212 30,964 SH   SOLE   30,964 0 30,964
APPLE INC COM 037833100 BBG001S5N8V8 23,623,624 122,701 SH   SOLE   122,701 0 122,701
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 3,830,849 23,637 SH   SOLE   23,637 0 23,637
APTIV PLC SHS G6095L109 BBG001TRL2T7 253,908 2,830 SH   SOLE   2,830 0 2,830
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 1,733,347 2,290 SH   SOLE   2,290 0 2,290
AUTOZONE INC COM 053332102 BBG001S6Q5D9 201,678 78 SH   SOLE   78 0 78
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 517,070 15,357 SH   SOLE   15,357 0 15,357
BECTON DICKINSON & CO COM 075887109 BBG001S5P374 1,093,578 4,485 SH   SOLE   4,485 0 4,485
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 8,114,728 22,752 SH   SOLE   22,752 0 22,752
BLACKROCK INC COM 09247X101 BBG001SDBP55 1,786,772 2,201 SH   SOLE   2,201 0 2,201
BROADCOM INC COM 11135F101 BBG00KHY5SY8 5,478,555 4,908 SH   SOLE   4,908 0 4,908
CANADIAN NATL RY CO COM 136375102 BBG001S8WVQ7 1,094,614 8,713 SH   SOLE   8,713 0 8,713
CATERPILLAR INC COM 149123101 BBG001S5PJ06 659,344 2,230 SH   SOLE   2,230 0 2,230
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 1,984,873 13,307 SH   SOLE   13,307 0 13,307
CISCO SYS INC COM 17275R102 BBG001S6HC62 381,426 7,550 SH   SOLE   7,550 0 7,550
COCA COLA CO COM 191216100 BBG001S5SMQ8 2,407,408 40,852 SH   SOLE   40,852 0 40,852
COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 2,841,422 35,647 SH   SOLE   35,647 0 35,647
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 252,050 5,748 SH   SOLE   5,748 0 5,748
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 3,508,276 14,512 SH   SOLE   14,512 0 14,512
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 7,514,351 11,384 SH   SOLE   11,384 0 11,384
COTERRA ENERGY INC COM 127097103 BBG001S6H6Y4 320,786 12,570 SH   SOLE   12,570 0 12,570
CROWN CASTLE INC COM 22822V101 BBG001S7W5T3 1,011,368 8,780 SH   SOLE   8,780 0 8,780
CUMMINS INC COM 231021106 BBG001S5Q9M3 638,694 2,666 SH   SOLE   2,666 0 2,666
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 3,832,610 16,567 SH   SOLE   16,567 0 16,567
DEERE & CO COM 244199105 BBG001S5QFF7 2,406,472 6,018 SH   SOLE   6,018 0 6,018
DIAGEO PLC SPON ADR NEW 25243Q205 BBG001S7V596 3,949,425 27,114 SH   SOLE   27,114 0 27,114
DISNEY WALT CO COM 254687106 BBG001S5QHF3 239,268 2,650 SH   SOLE   2,650 0 2,650
DOLLAR GEN CORP NEW COM 256677105 BBG001T5BM30 339,195 2,495 SH   SOLE   2,495 0 2,495
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 308,102 3,175 SH   SOLE   3,175 0 3,175
ELI LILLY & CO COM 532457108 BBG001S5STL8 12,992,704 22,289 SH   SOLE   22,289 0 22,289
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 1,376,733 14,145 SH   SOLE   14,145 0 14,145
EQUINIX INC COM 29444U700 BBG001SKBNS9 260,946 324 SH   SOLE   324 0 324
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 429,020 10,078 SH   SOLE   10,078 0 10,078
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 2,235,923 5,796 SH   SOLE   5,796 0 5,796
HERSHEY CO COM 427866108 BBG001S5S148 261,016 1,400 SH   SOLE   1,400 0 1,400
HOME DEPOT INC COM 437076102 BBG001S5RTW7 6,421,918 18,531 SH   SOLE   18,531 0 18,531
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 5,319,714 25,367 SH   SOLE   25,367 0 25,367
HUMANA INC COM 444859102 BBG001S5S1X6 1,548,313 3,382 SH   SOLE   3,382 0 3,382
INTEL CORP COM 458140100 BBG001S5SF65 1,129,871 22,485 SH   SOLE   22,485 0 22,485
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 1,714,660 4,187 SH   SOLE   4,187 0 4,187
ISHARES TR U.S. MED DVC ETF 464288810 BBG001SQZT52 2,203,865 40,835 SH   SOLE   40,835 0 40,835
ISHARES TR US AER DEF ETF 464288760 BBG001SC08P5 1,056,983 8,349 SH   SOLE   8,349 0 8,349
ISHARES TR US OIL GS EX ETF 464288851 BBG001SJTHR7 758,194 8,136 SH   SOLE   8,136 0 8,136
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 5,873,518 37,473 SH   SOLE   37,473 0 37,473
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 10,506,056 61,764 SH   SOLE   61,764 0 61,764
KEYSIGHT TECHNOLOGIES INC COM 49338L103 BBG0059FN820 283,339 1,781 SH   SOLE   1,781 0 1,781
KLA CORP COM NEW 482480100 BBG001S5SLM4 988,210 1,700 SH   SOLE   1,700 0 1,700
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 215,396 275 SH   SOLE   275 0 275
LINDE PLC SHS G54950103 BBG01FND0CH6 4,426,222 10,777 SH   SOLE   10,777 0 10,777
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 4,688,315 10,344 SH   SOLE   10,344 0 10,344
LOWES COS INC COM 548661107 BBG001S5SVL3 4,350,630 19,549 SH   SOLE   19,549 0 19,549
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 8,593,750 20,149 SH   SOLE   20,149 0 20,149
MCDONALDS CORP COM 580135101 BBG001S5T110 2,294,987 7,740 SH   SOLE   7,740 0 7,740
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 1,714,822 20,816 SH   SOLE   20,816 0 20,816
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 5,970,280 3,799 SH   SOLE   3,799 0 3,799
MERCK & CO INC COM 58933Y105 BBG001S5TC52 4,501,000 41,286 SH   SOLE   41,286 0 41,286
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 210,606 595 SH   SOLE   595 0 595
MICROSOFT CORP COM 594918104 BBG001S5TD05 19,112,985 50,827 SH   SOLE   50,827 0 50,827
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 1,719,343 23,738 SH   SOLE   23,738 0 23,738
MOODYS CORP COM 615369105 BBG001S5VP87 210,902 540 SH   SOLE   540 0 540
MSCI INC COM 55354G100 BBG001SV8B05 804,920 1,423 SH   SOLE   1,423 0 1,423
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 1,097,450 18,068 SH   SOLE   18,068 0 18,068
NIKE INC CL B 654106103 BBG001S6NTK2 1,900,844 17,508 SH   SOLE   17,508 0 17,508
NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 283,656 1,200 SH   SOLE   1,200 0 1,200
NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 832,599 8,246 SH   SOLE   8,246 0 8,246
NOVO-NORDISK A S ADR 670100205 BBG001S5TSK0 1,830,548 17,695 SH   SOLE   17,695 0 17,695
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 11,545,064 23,313 SH   SOLE   23,313 0 23,313
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 2,977,108 10,096 SH   SOLE   10,096 0 10,096
PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 1,357,222 2,946 SH   SOLE   2,946 0 2,946
PEPSICO INC COM 713448108 BBG001S695T1 10,143,015 59,721 SH   SOLE   59,721 0 59,721
PIONEER NAT RES CO COM 723787107 BBG001S7V1J4 722,764 3,214 SH   SOLE   3,214 0 3,214
PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 216,790 1,400 SH   SOLE   1,400 0 1,400
PRICE T ROWE GROUP INC COM 74144T108 BBG001S5WW18 277,302 2,575 SH   SOLE   2,575 0 2,575
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 4,088,759 27,902 SH   SOLE   27,902 0 27,902
QUALCOMM INC COM 747525103 BBG001S6VS70 4,611,383 31,884 SH   SOLE   31,884 0 31,884
RESMED INC COM 761152107 BBG001SBGRC2 210,724 1,225 SH   SOLE   1,225 0 1,225
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 2,766,944 32,885 SH   SOLE   32,885 0 32,885
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 2,244,449 5,095 SH   SOLE   5,095 0 5,095
SANOFI SPONSORED ADR 80105N105 BBG001S5W768 508,489 10,225 SH   SOLE   10,225 0 10,225
SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 1,644,078 14,423 SH   SOLE   14,423 0 14,423
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 425,381 2,210 SH   SOLE   2,210 0 2,210
SKYWORKS SOLUTIONS INC COM 83088M102 BBG001SCYWS2 228,775 2,035 SH   SOLE   2,035 0 2,035
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 308,740 1,615 SH   SOLE   1,615 0 1,615
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 708,687 1,491 SH   SOLE   1,491 0 1,491
SPDR SER TR AEROSPACE DEF 78464A631 BBG0024LG8W4 304,695 2,250 SH   SOLE   2,250 0 2,250
STARBUCKS CORP COM 855244109 BBG001S72KH6 862,554 8,984 SH   SOLE   8,984 0 8,984
SYNOPSYS INC COM 871607107 BBG001S5VTR8 1,160,092 2,253 SH   SOLE   2,253 0 2,253
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 2,230,800 21,450 SH   SOLE   21,450 0 21,450
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 1,731,021 10,155 SH   SOLE   10,155 0 10,155
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 1,397,039 2,632 SH   SOLE   2,632 0 2,632
TJX COS INC NEW COM 872540109 BBG001S5WQ93 398,692 4,250 SH   SOLE   4,250 0 4,250
TRACTOR SUPPLY CO COM 892356106 BBG001S7K017 322,545 1,500 SH   SOLE   1,500 0 1,500
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 771,943 3,165 SH   SOLE   3,165 0 3,165
UNION PAC CORP COM 907818108 BBG001S5X2M0 5,765,380 23,473 SH   SOLE   23,473 0 23,473
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 2,391,468 15,210 SH   SOLE   15,210 0 15,210
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 5,266,806 10,004 SH   SOLE   10,004 0 10,004
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 317,622 8,425 SH   SOLE   8,425 0 8,425
VISA INC COM CL A 92826C839 BBG001SRCFY3 7,740,205 29,730 SH   SOLE   29,730 0 29,730
WALMART INC COM 931142103 BBG001S5XH92 278,252 1,765 SH   SOLE   1,765 0 1,765
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 753,295 4,206 SH   SOLE   4,206 0 4,206
WORKDAY INC CL A 98138H101 BBG001T21KQ7 1,541,243 5,583 SH   SOLE   5,583 0 5,583
XYLEM INC COM 98419M100 BBG001V05C73 1,263,261 11,046 SH   SOLE   11,046 0 11,046
YUM BRANDS INC COM 988498101 BBG001S7JQ30 1,917,827 14,678 SH   SOLE   14,678 0 14,678
ZOETIS INC CL A 98978V103 BBG0039320P7 4,927,737 24,967 SH   SOLE   24,967 0 24,967