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
ABBVIE INC COM 00287Y109   1,591,077 10,267 SH   SOLE 0 8,651 0 1,616
ADVANCED MICRO DEVICES INC COM 007903107   2,828,503 19,188 SH   SOLE 0 17,094 0 2,094
AECOM COM 00766T100   1,228,395 13,290 SH   SOLE 0 13,005 0 285
AERCAP HOLDINGS NV SHS N00985106   221,474 2,980 SH   SOLE 0 2,980 0 0
ALPHABET INC CAP STK CL A 02079K305   14,847,371 106,288 SH   SOLE 0 92,040 0 14,248
ALPHABET INC CAP STK CL C 02079K107   2,579,160 18,301 SH   SOLE 0 11,244 0 7,057
AMAZON COM INC COM 023135106   17,665,760 116,268 SH   SOLE 0 89,226 0 27,042
AMERICAN TOWER CORP NEW COM 03027X100   6,595,357 30,551 SH   SOLE 0 24,941 0 5,610
AMGEN INC COM 031162100   2,595,907 9,013 SH   SOLE 0 8,581 0 432
APPLE INC COM 037833100   27,594,482 143,326 SH   SOLE 0 128,840 0 14,486
AT&T INC COM 00206R102   186,818 11,133 SH   SOLE 0 9,933 0 1,200
AXT INC COM 00246W103   205,805 85,752 SH   SOLE 0 54,552 0 31,200
BANK AMERICA CORP COM 060505104   1,178,787 35,010 SH   SOLE 0 34,410 0 600
BLACKLINE INC COM 09239B109   265,370 4,250 SH   SOLE 0 2,600 0 1,650
BLACKROCK INC COM 09247X101   220,810 272 SH   SOLE 0 272 0 0
BLACKSTONE INC COM 09260D107   204,235 1,560 SH   SOLE 0 1,560 0 0
BOEING CO COM 097023105   5,068,012 19,443 SH   SOLE 0 17,574 0 1,869
BRISTOL-MYERS SQUIBB CO COM 110122108   393,025 7,660 SH   SOLE 0 6,913 0 747
BROADCOM INC COM 11135F101   1,594,005 1,428 SH   SOLE 0 1,256 0 172
CANADIAN PACIFIC KANSAS CITY COM 13646K108   2,295,823 29,039 SH   SOLE 0 24,582 0 4,457
CAPITAL ONE FINL CORP COM 14040H105   238,183 1,817 SH   SOLE 0 1,817 0 0
CATERPILLAR INC COM 149123101   1,585,678 5,363 SH   SOLE 0 4,524 0 839
CERUS CORP COM 157085101   21,600 10,000 SH   SOLE 0 10,000 0 0
CHEVRON CORP NEW COM 166764100   395,015 2,648 SH   SOLE 0 2,381 0 267
CHIPOTLE MEXICAN GRILL INC COM 169656105   308,740 135 SH   SOLE 0 135 0 0
CISCO SYS INC COM 17275R102   1,305,570 25,843 SH   SOLE 0 23,072 0 2,771
CONOCOPHILLIPS COM 20825C104   563,172 4,852 SH   SOLE 0 4,852 0 0
CORNING INC COM 219350105   1,794,297 58,926 SH   SOLE 0 32,686 0 26,240
COSTCO WHSL CORP NEW COM 22160K105   2,459,458 3,726 SH   SOLE 0 3,726 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   1,276,855 5,001 SH   SOLE 0 3,956 0 1,045
CROWN CASTLE INC COM 22822V101   329,904 2,864 SH   SOLE 0 2,339 0 525
DEERE & CO COM 244199105   2,182,091 5,457 SH   SOLE 0 4,782 0 675
DISNEY WALT CO COM 254687106   3,330,977 36,892 SH   SOLE 0 30,854 0 6,038
DUKE ENERGY CORP NEW COM NEW 26441C204   533,484 5,498 SH   SOLE 0 4,828 0 670
DYCOM INDS INC COM 267475101   226,727 1,970 SH   SOLE 0 1,970 0 0
ELI LILLY & CO COM 532457108   8,180,539 14,034 SH   SOLE 0 12,856 0 1,178
ENTEGRIS INC COM 29362U104   1,388,474 11,588 SH   SOLE 0 11,588 0 0
FREEPORT-MCMORAN INC CL B 35671D857   889,074 20,885 SH   SOLE 0 20,885 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   229,533 595 SH   SOLE 0 595 0 0
HOME DEPOT INC COM 437076102   402,927 1,163 SH   SOLE 0 1,163 0 0
HONEYWELL INTL INC COM 438516106   245,990 1,173 SH   SOLE 0 1,173 0 0
ILLUMINA INC COM 452327109   433,176 3,111 SH   SOLE 0 2,862 0 249
INCYTE CORP COM 45337C102   769,178 12,250 SH   SOLE 0 10,851 0 1,399
INFINERA CORP COM 45667G103   98,164 20,666 SH   SOLE 0 18,866 0 1,800
INTEL CORP COM 458140100   200,699 3,994 SH   SOLE 0 3,994 0 0
IPG PHOTONICS CORP COM 44980X109   855,946 7,886 SH   SOLE 0 6,297 0 1,589
IRON MTN INC DEL COM 46284V101   915,618 13,084 SH   SOLE 0 10,234 0 2,850
ISHARES TR CORE S&P MCP ETF 464287507   326,483 1,178 SH   SOLE 0 1,178 0 0
ISHARES TR CORE S&P500 ETF 464287200   6,406,451 13,413 SH   SOLE 0 13,413 0 0
ISHARES TR PFD AND INCM SEC 464288687   218,767 7,014 SH   SOLE 0 7,014 0 0
ISHARES TR ISHARES SEMICDTR 464287523   214,309 372 SH   SOLE 0 372 0 0
JOHNSON & JOHNSON COM 478160104   271,226 1,730 SH   SOLE 0 1,730 0 0
JPMORGAN CHASE & CO COM 46625H100   1,933,002 11,364 SH   SOLE 0 11,164 0 200
LINDE PLC SHS G54950103   1,690,944 4,117 SH   SOLE 0 3,527 0 590
M & T BK CORP COM 55261F104   220,925 1,612 SH   SOLE 0 1,612 0 0
MARTIN MARIETTA MATLS INC COM 573284106   1,169,445 2,344 SH   SOLE 0 2,169 0 175
MARVELL TECHNOLOGY INC COM 573874104   1,058,018 17,543 SH   SOLE 0 15,821 0 1,722
MASTERCARD INCORPORATED CL A 57636Q104   2,991,638 7,014 SH   SOLE 0 6,622 0 392
MCDONALDS CORP COM 580135101   499,619 1,685 SH   SOLE 0 1,685 0 0
MCKESSON CORP COM 58155Q103   315,289 681 SH   SOLE 0 340 0 341
MERCK & CO INC COM 58933Y105   1,871,528 17,167 SH   SOLE 0 14,536 0 2,631
META PLATFORMS INC CL A 30303M102   206,713 584 SH   SOLE 0 584 0 0
MGM RESORTS INTERNATIONAL COM 552953101   335,100 7,500 SH   SOLE 0 7,500 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   2,748,140 30,474 SH   SOLE 0 28,770 0 1,704
MICROSOFT CORP COM 594918104   21,534,507 57,267 SH   SOLE 0 46,421 0 10,846
MICROVISION INC DEL COM NEW 594960304   64,428 24,221 SH   SOLE 0 17,871 0 6,350
MODERNA INC COM 60770K107   1,169,034 11,755 SH   SOLE 0 10,281 0 1,474
MONGODB INC CL A 60937P106   1,780,951 4,356 SH   SOLE 0 3,921 0 435
NIKE INC CL B 654106103   325,059 2,994 SH   SOLE 0 2,994 0 0
NOVO-NORDISK A S ADR 670100205   4,972,014 48,062 SH   SOLE 0 43,431 0 4,631
NVIDIA CORPORATION COM 67066G104   20,640,341 41,679 SH   SOLE 0 34,630 0 7,049
NXP SEMICONDUCTORS N V COM N6596X109   5,186,863 22,583 SH   SOLE 0 20,457 0 2,126
PAYPAL HLDGS INC COM 70450Y103   1,078,667 17,565 SH   SOLE 0 14,725 0 2,840
PERMIAN RESOURCES CORP CLASS A COM 71424F105   968,932 71,245 SH   SOLE 0 71,245 0 0
PFIZER INC COM 717081103   531,376 18,457 SH   SOLE 0 17,056 0 1,401
PNC FINL SVCS GROUP INC COM 693475105   249,531 1,611 SH   SOLE 0 1,611 0 0
PROCTER AND GAMBLE CO COM 742718109   485,799 3,315 SH   SOLE 0 3,315 0 0
QORVO INC COM 74736K101   487,939 4,333 SH   SOLE 0 3,320 0 1,013
QUALCOMM INC COM 747525103   5,529,537 38,232 SH   SOLE 0 30,955 0 7,277
QUALYS INC COM 74758T303   797,289 4,062 SH   SOLE 0 2,762 0 1,300
QUANTA SVCS INC COM 74762E102   5,197,975 24,087 SH   SOLE 0 18,193 0 5,894
REGENERON PHARMACEUTICALS COM 75886F107   752,695 857 SH   SOLE 0 772 0 85
RIGETTI COMPUTING INC COMMON STOCK 76655K103   51,250 52,036 SH   SOLE 0 35,042 0 16,994
RIO TINTO PLC SPONSORED ADR 767204100   636,112 8,543 SH   SOLE 0 8,218 0 325
SALESFORCE INC COM 79466L302   315,242 1,198 SH   SOLE 0 1,198 0 0
STERLING BANCORP INC COM 85917W102   95,268 16,511 SH   SOLE 0 16,511 0 0
TESLA INC COM 88160R101   765,318 3,080 SH   SOLE 0 3,080 0 0
TEXTRON INC COM 883203101   1,623,443 20,187 SH   SOLE 0 17,915 0 2,272
TJX COS INC NEW COM 872540109   253,099 2,698 SH   SOLE 0 2,698 0 0
TRUIST FINL CORP COM 89832Q109   232,559 6,299 SH   SOLE 0 6,299 0 0
UIPATH INC CL A 90364P105   391,926 15,778 SH   SOLE 0 15,778 0 0
UNION PAC CORP COM 907818108   319,306 1,300 SH   SOLE 0 1,300 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   9,584,885 50,114 SH   SOLE 0 31,674 0 18,440
VANGUARD INDEX FDS GROWTH ETF 922908736   253,428 815 SH   SOLE 0 815 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   1,255,042 2,873 SH   SOLE 0 2,873 0 0
VELO3D INC COMMON STOCK 92259N104   11,928 30,000 SH   SOLE 0 30,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   1,950,606 51,740 SH   SOLE 0 47,087 0 4,653
VERTEX PHARMACEUTICALS INC COM 92532F100   6,223,383 15,295 SH   SOLE 0 11,844 0 3,451
VISA INC COM CL A 92826C839   2,407,196 9,246 SH   SOLE 0 8,379 0 867
VULCAN MATLS CO COM 929160109   528,252 2,327 SH   SOLE 0 2,028 0 299
ZOETIS INC CL A 98978V103   1,749,120 8,862 SH   SOLE 0 8,161 0 701
ZSCALER INC COM 98980G102   4,770,851 21,533 SH   SOLE 0 17,694 0 3,839