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
AMAZON INC COM 023135106   1,134 13,500 SH   SOLE   13,500 0 0
AON PLC COM G0403H108   1,501 5,000 SH   SOLE   5,000 0 0
APPLE INC COM 037833100   219 1,688 SH   SOLE   1,688 0 0
BLACKSTONE GRP COM 09260D107   4,735 63,824 SH   SOLE   63,824 0 0
BLACKSTONE MTG COM 09257W100   2,083 98,401 SH   SOLE   98,401 0 0
CARLYLE GROUP COM 14316J108   502 16,836 SH   SOLE   16,836 0 0
CHARLES SCHWAB COM 808513105   1,378 16,549 SH   SOLE   16,549 0 0
CHENIERE ENERGY COM 16411R208   677 4,515 SH   SOLE   4,515 0 0
CHURCH & DWIGHT COM 171340102   290 3,600 SH   SOLE   3,600 0 0
CODEXIS COM 192005106   47 10,000 SH   SOLE   10,000 0 0
COSTCO WHLSALE COM 22160K105   6,074 13,305 SH   SOLE   13,305 0 0
ECOLAB INC COM 278865100   277 1,900 SH   SOLE   1,900 0 0
ELEVANCE HEALTH COM 036752103   3,927 7,656 SH   SOLE   7,656 0 0
ENBRIDGE INC COM 29250N105   302 7,720 SH   SOLE   7,720 0 0
ENTERPRISE PROD. COM 293792107   798 33,078 SH   SOLE   33,078 0 0
HEICO CORP CL A COM 422806208   303 2,525 SH   SOLE   2,525 0 0
HOME DEPOT INC COM 437076102   332 1,050 SH   SOLE   1,050 0 0
JOHNSON&JOHNSON COM 478160104   327 1,850 SH   SOLE   1,850 0 0
LOWE'S COS INC COM 548661107   1,961 9,841 SH   SOLE   9,841 0 0
MICROSOFT CORP COM 594918104   3,489 14,548 SH   SOLE   14,548 0 0
NORFOLK SOUTHERN COM 655844108   616 2,500 SH   SOLE   2,500 0 0
OLD DOMINION FRT COM 679580100   5,577 19,654 SH   SOLE   19,654 0 0
QUALCOMM INC COM 747525103   1,746 15,880 SH   SOLE   15,880 0 0
QUANTA SERVICES COM 74762E102   2,157 15,137 SH   SOLE   15,137 0 0
RAYTEHEON TECH COM 75513E101   212 2,105 SH   SOLE   2,105 0 0
ROCHE HOLDINGS COM 771195104   443 11,318 SH   SOLE   11,318 0 0
ROPER TECHNOLOGIES COM 776696106   432 1,000 SH   SOLE   1,000 0 0
SENSUS HEALTHCARE COM 81728J109   140 18,900 SH   SOLE   18,900 0 0
TELEFLEX INC COM 879369106   1,048 4,200 SH   SOLE   4,200 0 0
TESLA MOTORS, INC COM 88160R101   329 2,674 SH   SOLE   2,674 0 0
THERMO FISHER SCI COM 883556102   6,535 11,867 SH   SOLE   11,867 0 0
TJX COS INC COM 872540109   1,824 22,914 SH   SOLE   22,914 0 0
TRITON INTL COM G9078F107   894 13,000 SH   SOLE   13,000 0 0
TYLER TECH COM 902252105   967 3,000 SH   SOLE   3,000 0 0
UNION PAC CORP COM 907818108   722 3,486 SH   SOLE   3,486 0 0
UNITED PARCEL CL B COM 911312106   417 2,400 SH   SOLE   2,400 0 0
UNITEDHEALTH GR COM 91324P102   26,078 49,188 SH   SOLE   49,188 0 0
WALKER & DUNLOP COM 93148P102   275 3,500 SH   SOLE   3,500 0 0
WELLTOWER INC COM 95040Q104   812 12,380 SH   SOLE   12,380 0 0
WOODWARD,INC COM 980745103   435 4,500 SH   SOLE   4,500 0 0
SPDR S&P BIOTEC ETF S&P BIOTECH 78464A870   245 2,955 SH   SOLE   2,955 0 0
INVESCO FINANCIAL PFD COM 46137V621   158 11,000 SH   SOLE   11,000 0 0