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   4,903,101 32,893 SH   SOLE 0 29,038 0 3,855
ADVANCED MICRO DEVICES INC COM 007903107   1,967,975 19,140 SH   SOLE 0 17,046 0 2,094
AECOM COM 00766T100   1,079,935 13,005 SH   SOLE 0 13,005 0 0
ALPHABET INC CAP STK CL C 02079K107   2,418,261 18,341 SH   SOLE 0 11,284 0 7,057
ALPHABET INC CAP STK CL A 02079K305   13,910,941 106,304 SH   SOLE 0 92,010 0 14,294
AMAZON COM INC COM 023135106   15,182,069 119,431 SH   SOLE 0 92,360 0 27,071
AMERICAN TOWER CORP NEW COM 03027X100   5,373,368 32,675 SH   SOLE 0 26,915 0 5,760
AMGEN INC COM 031162100   2,442,564 9,088 SH   SOLE 0 8,652 0 436
APPLE INC COM 037833100   24,333,779 142,128 SH   SOLE 0 127,609 0 14,519
AT&T INC COM 00206R102   167,223 11,133 SH   SOLE 0 9,933 0 1,200
AXT INC COM 00246W103   216,970 90,404 SH   SOLE 0 59,204 0 31,200
BANK AMERICA CORP COM 060505104   978,506 35,738 SH   SOLE 0 35,138 0 600
BLACKLINE INC COM 09239B109   246,398 4,442 SH   SOLE 0 2,792 0 1,650
BOEING CO COM 097023105   4,108,469 21,434 SH   SOLE 0 19,392 0 2,042
BRISTOL-MYERS SQUIBB CO COM 110122108   512,630 8,832 SH   SOLE 0 8,085 0 747
BROADCOM INC COM 11135F101   1,111,316 1,338 SH   SOLE 0 1,165 0 173
CANADIAN PACIFIC KANSAS CITY COM 13646K108   2,161,907 29,054 SH   SOLE 0 24,579 0 4,475
CATERPILLAR INC COM 149123101   1,541,904 5,648 SH   SOLE 0 4,809 0 839
CERUS CORP COM 157085101   16,200 10,000 SH   SOLE 0 10,000 0 0
CHEVRON CORP NEW COM 166764100   418,683 2,483 SH   SOLE 0 2,216 0 267
CISCO SYS INC COM 17275R102   1,492,577 27,764 SH   SOLE 0 24,993 0 2,771
CONOCOPHILLIPS COM 20825C104   581,270 4,852 SH   SOLE 0 4,852 0 0
CORNING INC COM 219350105   1,842,399 60,466 SH   SOLE 0 34,226 0 26,240
COSTCO WHSL CORP NEW COM 22160K105   2,053,065 3,634 SH   SOLE 0 3,634 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   806,939 4,821 SH   SOLE 0 3,736 0 1,085
CROWN CASTLE INC COM 22822V101   2,429,564 26,400 SH   SOLE 0 23,938 0 2,462
DEERE & CO COM 244199105   2,079,741 5,511 SH   SOLE 0 4,836 0 675
DISNEY WALT CO COM 254687106   3,526,890 43,515 SH   SOLE 0 37,802 0 5,713
DUKE ENERGY CORP NEW COM NEW 26441C204   495,277 5,612 SH   SOLE 0 4,942 0 670
ELI LILLY & CO COM 532457108   7,439,590 13,851 SH   SOLE 0 12,665 0 1,186
ENTEGRIS INC COM 29362U104   1,091,704 11,625 SH   SOLE 0 11,625 0 0
FREEPORT-MCMORAN INC CL B 35671D857   755,458 20,259 SH   SOLE 0 20,259 0 0
HOME DEPOT INC COM 437076102   340,938 1,128 SH   SOLE 0 1,128 0 0
ILLUMINA INC COM 452327109   505,740 3,684 SH   SOLE 0 3,337 0 347
INCYTE CORP COM 45337C102   871,345 15,083 SH   SOLE 0 13,684 0 1,399
INFINERA CORP COM 45667G103   88,039 21,062 SH   SOLE 0 19,262 0 1,800
IPG PHOTONICS CORP COM 44980X109   837,197 8,245 SH   SOLE 0 6,656 0 1,589
IRON MTN INC DEL COM 46284V101   777,844 13,084 SH   SOLE 0 10,234 0 2,850
ISHARES TR CORE S&P MCP ETF 464287507   293,734 1,178 SH   SOLE 0 1,178 0 0
ISHARES TR CORE S&P500 ETF 464287200   779,845 1,816 SH   SOLE 0 1,816 0 0
ISHARES TR PFD AND INCM SEC 464288687   208,589 6,918 SH   SOLE 0 6,918 0 0
JOHNSON & JOHNSON COM 478160104   291,607 1,872 SH   SOLE 0 1,872 0 0
JPMORGAN CHASE & CO COM 46625H100   1,610,134 11,103 SH   SOLE 0 11,103 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   858,427 6,488 SH   SOLE 0 5,924 0 564
LINDE PLC SHS G54950103   2,068,404 5,555 SH   SOLE 0 4,890 0 665
M & T BK CORP COM 55261F104   201,688 1,595 SH   SOLE 0 1,595 0 0
MARTIN MARIETTA MATLS INC COM 573284106   988,025 2,407 SH   SOLE 0 2,232 0 175
MARVELL TECHNOLOGY INC COM 573874104   1,097,377 20,273 SH   SOLE 0 18,551 0 1,722
MASTERCARD INCORPORATED CL A 57636Q104   3,138,821 7,928 SH   SOLE 0 7,623 0 305
MCDONALDS CORP COM 580135101   437,310 1,660 SH   SOLE 0 1,660 0 0
MCKESSON CORP COM 58155Q103   296,133 681 SH   SOLE 0 340 0 341
MERCK & CO INC COM 58933Y105   2,447,493 23,774 SH   SOLE 0 20,894 0 2,880
MGM RESORTS INTERNATIONAL COM 552953101   275,700 7,500 SH   SOLE 0 7,500 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   2,485,489 31,845 SH   SOLE 0 30,006 0 1,839
MICROSOFT CORP COM 594918104   19,003,274 60,185 SH   SOLE 0 48,987 0 11,198
MICROVISION INC DEL COM NEW 594960304   53,333 24,353 SH   SOLE 0 18,003 0 6,350
MODERNA INC COM 60770K107   1,505,038 14,571 SH   SOLE 0 12,402 0 2,169
MONGODB INC CL A 60937P106   1,460,220 4,222 SH   SOLE 0 3,787 0 435
NIKE INC CL B 654106103   284,661 2,977 SH   SOLE 0 2,977 0 0
NOVO-NORDISK A S ADR 670100205   4,115,581 45,256 SH   SOLE 0 40,881 0 4,375
NVIDIA CORPORATION COM 67066G104   17,816,367 40,958 SH   SOLE 0 33,909 0 7,049
NXP SEMICONDUCTORS N V COM N6596X109   4,731,307 23,666 SH   SOLE 0 21,475 0 2,191
PAYPAL HLDGS INC COM 70450Y103   1,434,608 24,540 SH   SOLE 0 19,140 0 5,400
PERMIAN RESOURCES CORP CLASS A COM 71424F105   969,033 69,415 SH   SOLE 0 69,415 0 0
PFIZER INC COM 717081103   699,595 21,091 SH   SOLE 0 19,690 0 1,401
PROCTER AND GAMBLE CO COM 742718109   488,744 3,351 SH   SOLE 0 3,351 0 0
QORVO INC COM 74736K101   422,168 4,422 SH   SOLE 0 3,409 0 1,013
QUALCOMM INC COM 747525103   4,172,367 37,569 SH   SOLE 0 30,642 0 6,927
QUALYS INC COM 74758T303   747,800 4,902 SH   SOLE 0 3,602 0 1,300
QUANTA SVCS INC COM 74762E102   4,445,719 23,765 SH   SOLE 0 17,871 0 5,894
REGENERON PHARMACEUTICALS COM 75886F107   693,755 843 SH   SOLE 0 758 0 85
RIGETTI COMPUTING INC COMMON STOCK 76655K103   73,810 55,496 SH   SOLE 0 38,502 0 16,994
RIO TINTO PLC SPONSORED ADR 767204100   502,438 7,895 SH   SOLE 0 7,790 0 105
SALESFORCE INC COM 79466L302   242,930 1,198 SH   SOLE 0 1,198 0 0
STERLING BANCORP INC COM 85917W102   96,424 16,511 SH   SOLE 0 16,511 0 0
T-MOBILE US INC COM 872590104   1,807,485 12,906 SH   SOLE 0 11,435 0 1,471
TEXTRON INC COM 883203101   1,539,272 19,699 SH   SOLE 0 17,398 0 2,301
TFF PHARMACEUTICALS INC COM 87241J104   6,356 18,161 SH   SOLE 0 13,661 0 4,500
TJX COS INC NEW COM 872540109   238,909 2,688 SH   SOLE 0 2,688 0 0
UIPATH INC CL A 90364P105   280,039 16,367 SH   SOLE 0 16,367 0 0
UNION PAC CORP COM 907818108   263,294 1,293 SH   SOLE 0 1,293 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   7,849,544 50,000 SH   SOLE 0 31,359 0 18,641
VERIZON COMMUNICATIONS INC COM 92343V104   244,548 7,545 SH   SOLE 0 7,545 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   5,344,068 15,368 SH   SOLE 0 11,917 0 3,451
VISA INC COM CL A 92826C839   2,082,051 9,052 SH   SOLE 0 8,175 0 877
VULCAN MATLS CO COM 929160109   470,101 2,327 SH   SOLE 0 2,028 0 299
ZOETIS INC CL A 98978V103   1,982,502 11,395 SH   SOLE 0 10,531 0 864
ZSCALER INC COM 98980G102   2,453,654 15,770 SH   SOLE 0 12,529 0 3,241