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   2,682 14,867 SH   SOLE   14,867 0 0
AON PLC COM G0403H108   1,335 4,000 SH   SOLE   4,000 0 0
BLACKSTONE INC COM 09260D107   8,973 68,303 SH   SOLE   68,303 0 0
CARLYLE GROUP COM 14316J108   771 16,428 SH   SOLE   16,428 0 0
CHARLES SCHWAB COM 808513105   1,788 24,721 SH   SOLE   24,721 0 0
CHENIERE ENERGY COM 16411R208   2,572 15,945 SH   SOLE   15,945 0 0
COSTCO WHLSALE COM 22160K105   9,258 12,636 SH   SOLE   12,636 0 0
ELEVANCE HEALTH COM 036752103   3,698 7,132 SH   SOLE   7,132 0 0
ENTERPRISE PROD. COM 293792107   528 18,082 SH   SOLE   18,082 0 0
HEICO CORP CL A COM 422806208   389 2,525 SH   SOLE   2,525 0 0
JOHNSON&JOHNSON COM 478160104   213 1,345 SH   SOLE   1,345 0 0
JP MORGAN CHASE COM 46625H100   200 1,000 SH   SOLE   1,000 0 0
KKR & CO INC CL A COM 48251W104   226 2,251 SH   SOLE   2,251 0 0
LOWE'S COS INC COM 548661107   2,644 10,380 SH   SOLE   10,380 0 0
MICROSOFT CORP COM 594918104   7,270 17,279 SH   SOLE   17,279 0 0
NORFOLK SOUTHERN COM 655844108   637 2,500 SH   SOLE   2,500 0 0
OLD DOMINION FRT COM 679580100   8,103 36,949 SH   SOLE   36,949 0 0
PIONEER NATURAL RESOURCES COM 723787107   2,799 10,663 SH   SOLE   10,663 0 0
QUALCOMM INC COM 747525103   2,946 17,402 SH   SOLE   17,402 0 0
QUANTA SERVICES COM 74762E102   4,860 18,708 SH   SOLE   18,708 0 0
ROPER TECHNOLOGIES COM 776696106   224 400 SH   SOLE   400 0 0
SENSUS HEALTHCARE COM 81728J109   72 18,900 SH   SOLE   18,900 0 0
TELEFLEX INC COM 879369106   871 3,850 SH   SOLE   3,850 0 0
TESLA MOTORS, INC COM 88160R101   400 2,274 SH   SOLE   2,274 0 0
THERMO FISHER SCI COM 883556102   6,789 11,680 SH   SOLE   11,680 0 0
TJX COS INC COM 872540109   2,324 22,914 SH   SOLE   22,914 0 0
TYLER TECH COM 902252105   1,328 3,124 SH   SOLE   3,124 0 0
UNITEDHEALTH GR COM 91324P102   21,027 42,504 SH   SOLE   42,504 0 0
WELLTOWER INC COM 95040Q104   1,157 12,380 SH   SOLE   12,380 0 0
WOODWARD,INC COM 980745103   694 4,500 SH   SOLE   4,500 0 0
INVESCO FINANCIAL PFD COM 46137V621   168 11,000 SH   SOLE   11,000 0 0