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
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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
ABBVIE INC COM 00287Y109   6,261,745 39,291 SH   SOLE 0 35,370 0 3,921
AECOM COM 00766T100   1,069,262 12,681 SH   SOLE 0 12,681 0 0
ALPHABET INC CAP STK CL A 02079K305   12,397,395 119,516 SH   SOLE 0 104,575 0 14,941
ALPHABET INC CAP STK CL C 02079K107   1,980,472 19,043 SH   SOLE 0 11,146 0 7,897
AMAZON COM INC COM 023135106   12,711,487 123,066 SH   SOLE 0 94,515 0 28,551
AMERICAN EXPRESS CO COM 025816109   231,095 1,401 SH   SOLE 0 1,401 0 0
AMERICAN TOWER CORP NEW COM 03027X100   7,745,719 37,906 SH   SOLE 0 31,876 0 6,030
AMGEN INC COM 031162100   2,422,522 10,021 SH   SOLE 0 9,576 0 445
APPLE INC COM 037833100   26,026,215 157,830 SH   SOLE 0 143,040 0 14,790
AT&T INC COM 00206R102   402,158 20,891 SH   SOLE 0 19,691 0 1,200
AXT INC COM 00246W103   513,038 128,904 SH   SOLE 0 73,504 0 55,400
BANK AMERICA CORP COM 060505104   1,033,833 36,148 SH   SOLE 0 35,548 0 600
BLACKLINE INC COM 09239B109   298,280 4,442 SH   SOLE 0 2,792 0 1,650
BLACKSTONE INC COM 09260D107   220,303 2,508 SH   SOLE 0 2,508 0 0
BOEING CO COM 097023105   5,492,803 25,857 SH   SOLE 0 23,768 0 2,089
BRISTOL-MYERS SQUIBB CO COM 110122108   839,098 12,106 SH   SOLE 0 11,359 0 747
CANADIAN PAC RY LTD COM 13645T100   2,766,378 35,955 SH   SOLE 0 30,051 0 5,904
CATERPILLAR INC COM 149123101   1,503,021 6,568 SH   SOLE 0 5,479 0 1,089
CHEVRON CORP NEW COM 166764100   486,543 2,982 SH   SOLE 0 2,715 0 267
CISCO SYS INC COM 17275R102   2,845,765 54,438 SH   SOLE 0 49,645 0 4,793
COMCAST CORP NEW CL A 20030N101   302,522 7,980 SH   SOLE 0 7,980 0 0
CORNING INC COM 219350105   2,192,934 62,158 SH   SOLE 0 34,953 0 27,205
COSTCO WHSL CORP NEW COM 22160K105   1,788,235 3,599 SH   SOLE 0 3,599 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   376,504 2,743 SH   SOLE 0 1,918 0 825
CROWN CASTLE INC COM 22822V101   5,860,933 43,791 SH   SOLE 0 38,105 0 5,686
DEERE & CO COM 244199105   2,368,280 5,736 SH   SOLE 0 4,836 0 900
DIGITAL RLTY TR INC COM 253868103   2,935,211 29,857 SH   SOLE 0 28,099 0 1,758
DISNEY WALT CO COM 254687106   4,622,602 46,166 SH   SOLE 0 40,687 0 5,479
DOMINION ENERGY INC COM 25746U109   368,111 6,584 SH   SOLE 0 5,084 0 1,500
DUKE ENERGY CORP NEW COM NEW 26441C204   521,861 5,410 SH   SOLE 0 4,740 0 670
DYCOM INDS INC COM 267475101   201,348 2,150 SH   SOLE 0 2,150 0 0
ENTEGRIS INC COM 29362U104   1,084,172 13,220 SH   SOLE 0 11,820 0 1,400
FREEPORT-MCMORAN INC CL B 35671D857   791,772 19,354 SH   SOLE 0 19,354 0 0
GENERAL MTRS CO COM 37045V100   238,310 6,497 SH   SOLE 0 5,962 0 535
HOME DEPOT INC COM 437076102   443,438 1,503 SH   SOLE 0 1,503 0 0
ILLUMINA INC COM 452327109   1,089,497 4,685 SH   SOLE 0 4,099 0 586
INCYTE CORP COM 45337C102   1,155,091 15,983 SH   SOLE 0 13,974 0 2,009
INFINERA CORP COM 45667G103   176,680 22,768 SH   SOLE 0 20,968 0 1,800
INVESCO QQQ TR UNIT SER 1 46090E103   255,460 796 SH   SOLE 0 106 0 690
IPG PHOTONICS CORP COM 44980X109   1,320,650 10,710 SH   SOLE 0 8,921 0 1,789
IRON MTN INC DEL COM 46284V101   692,274 13,084 SH   SOLE 0 10,234 0 2,850
ISHARES TR CORE S&P MCP ETF 464287507   294,688 1,178 SH   SOLE 0 1,178 0 0
ISHARES TR CORE S&P500 ETF 464287200   746,521 1,816 SH   SOLE 0 1,816 0 0
ISHARES TR US CONSM STAPLES 464287812   348,055 1,747 SH   SOLE 0 1,747 0 0
ISHARES TR PFD AND INCM SEC 464288687   215,856 6,914 SH   SOLE 0 6,914 0 0
ISHARES TR ISHARES SEMICDTR 464287523   216,999 488 SH   SOLE 0 488 0 0
JOHNSON & JOHNSON COM 478160104   290,158 1,872 SH   SOLE 0 1,872 0 0
JPMORGAN CHASE & CO COM 46625H100   1,465,197 11,244 SH   SOLE 0 11,244 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   1,041,385 6,449 SH   SOLE 0 5,885 0 564
LILLY ELI & CO COM 532457108   3,567,249 10,387 SH   SOLE 0 9,964 0 423
LINDE PLC SHS G54950103   517,521 1,456 SH   SOLE 0 1,311 0 145
LUMENTUM HLDGS INC COM 55024U109   817,657 15,139 SH   SOLE 0 13,448 0 1,691
MARTIN MARIETTA MATLS INC COM 573284106   907,888 2,557 SH   SOLE 0 2,232 0 325
MARVELL TECHNOLOGY INC COM 573874104   868,252 20,052 SH   SOLE 0 18,330 0 1,722
MASTERCARD INCORPORATED CL A 57636Q104   1,939,519 5,337 SH   SOLE 0 5,337 0 0
MCDONALDS CORP COM 580135101   436,192 1,560 SH   SOLE 0 1,560 0 0
MCKESSON CORP COM 58155Q103   242,470 681 SH   SOLE 0 340 0 341
MERCK & CO INC COM 58933Y105   2,485,156 23,359 SH   SOLE 0 21,024 0 2,335
MGM RESORTS INTERNATIONAL COM 552953101   333,150 7,500 SH   SOLE 0 7,500 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   2,625,801 31,342 SH   SOLE 0 29,503 0 1,839
MICROSOFT CORP COM 594918104   19,284,272 66,890 SH   SOLE 0 55,142 0 11,748
MICROVISION INC DEL COM NEW 594960304   65,023 24,353 SH   SOLE 0 18,003 0 6,350
MODERNA INC COM 60770K107   1,956,148 12,737 SH   SOLE 0 10,444 0 2,293
MONGODB INC CL A 60937P106   936,676 4,018 SH   SOLE 0 3,498 0 520
NIKE INC CL B 654106103   268,214 2,187 SH   SOLE 0 2,187 0 0
NOVO-NORDISK A S ADR 670100205   4,470,879 28,094 SH   SOLE 0 25,854 0 2,240
NVIDIA CORPORATION COM 67066G104   12,054,954 43,399 SH   SOLE 0 36,350 0 7,049
NXP SEMICONDUCTORS N V COM N6596X109   4,394,097 23,564 SH   SOLE 0 21,073 0 2,491
PACIRA BIOSCIENCES INC COM 695127100   959,157 23,503 SH   SOLE 0 19,639 0 3,864
PAYPAL HLDGS INC COM 70450Y103   1,880,958 24,769 SH   SOLE 0 19,369 0 5,400
PEPSICO INC COM 713448108   236,079 1,295 SH   SOLE 0 1,234 0 61
PFIZER INC COM 717081103   2,464,395 60,402 SH   SOLE 0 55,894 0 4,508
PROCTER AND GAMBLE CO COM 742718109   558,940 3,759 SH   SOLE 0 3,759 0 0
QORVO INC COM 74736K101   472,301 4,650 SH   SOLE 0 3,637 0 1,013
QUALCOMM INC COM 747525103   5,364,870 42,051 SH   SOLE 0 36,089 0 5,962
QUALYS INC COM 74758T303   637,358 4,902 SH   SOLE 0 3,602 0 1,300
QUANTA SVCS INC COM 74762E102   3,921,872 23,535 SH   SOLE 0 17,120 0 6,415
REGENERON PHARMACEUTICALS COM 75886F107   622,826 758 SH   SOLE 0 673 0 85
RIGETTI COMPUTING INC COMMON STOCK 76655K103   40,146 55,496 SH   SOLE 0 38,502 0 16,994
RIO TINTO PLC SPONSORED ADR 767204100   935,978 13,644 SH   SOLE 0 13,539 0 105
SALESFORCE INC COM 79466L302   234,342 1,173 SH   SOLE 0 1,173 0 0
T-MOBILE US INC COM 872590104   1,835,847 12,675 SH   SOLE 0 11,629 0 1,046
TFF PHARMACEUTICALS INC COM 87241J104   66,796 97,469 SH   SOLE 0 59,269 0 38,200
UIPATH INC CL A 90364P105   232,600 13,246 SH   SOLE 0 13,246 0 0
UNION PAC CORP COM 907818108   4,140,065 20,571 SH   SOLE 0 18,643 0 1,928
UNITED PARCEL SERVICE INC CL B 911312106   4,626,213 23,848 SH   SOLE 0 19,008 0 4,840
UNIVERSAL DISPLAY CORP COM 91347P105   7,917,819 51,040 SH   SOLE 0 31,704 0 19,336
VALERO ENERGY CORP COM 91913Y100   725,082 5,194 SH   SOLE 0 5,004 0 190
VERIZON COMMUNICATIONS INC COM 92343V104   4,980,117 128,056 SH   SOLE 0 113,544 0 14,512
VERTEX PHARMACEUTICALS INC COM 92532F100   4,844,201 15,375 SH   SOLE 0 11,524 0 3,851
VISA INC COM CL A 92826C839   4,018,148 17,822 SH   SOLE 0 16,480 0 1,342
VULCAN MATLS CO COM 929160109   433,532 2,527 SH   SOLE 0 2,028 0 499
WYNN RESORTS LTD COM 983134107   223,880 2,000 SH   SOLE 0 2,000 0 0
ZOETIS INC CL A 98978V103   770,284 4,628 SH   SOLE 0 4,628 0 0
ZSCALER INC COM 98980G102   1,581,294 13,535 SH   SOLE 0 11,579 0 1,956