3M CO COM 88579Y101 661120 5513 SH SOLE 1 5513 0 0 ACTIVISION BLIZZARD INC COM 00507V109 2522550 32953 SH SOLE 1 32953 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 6599350 19610 SH SOLE 1 19610 0 0 ADVANCED MICRO DEVICES INC COM 007903107 4409800 68084 SH SOLE 1 68084 0 0 AIRBNB INC COM CL A 009066101 1409382 16484 SH SOLE 1 16484 0 0 ALIGN TECHNOLOGY INC COM 016255101 695130 3296 SH SOLE 1 3296 0 0 ALPHABET INC CAP STK CL A 02079K305 17560060 199026 SH SOLE 1 199026 0 0 ALPHABET INC CAP STK CL C 02079K107 17604740 198408 SH SOLE 1 198408 0 0 AMAZON COM INC COM 023135106 27939490 332613 SH SOLE 1 332613 0 0 AMERICAN ELEC PWR CO INC COM 025537101 2059850 21694 SH SOLE 1 21694 0 0 AMERICAN EXPRESS CO COM 025816109 822230 5565 SH SOLE 1 5565 0 0 AMGEN INC COM 031162100 7244140 27582 SH SOLE 1 27582 0 0 ANALOG DEVICES INC COM 032654105 3525990 21496 SH SOLE 1 21496 0 0 ANSYS INC COM 03662Q105 888570 3678 SH SOLE 1 3678 0 0 APPLE INC COM 037833100 55313280 425716 SH SOLE 1 425716 0 0 APPLIED MATLS INC COM 038222105 3536060 36312 SH SOLE 1 36312 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 2000370 3661 SH SOLE 1 3661 0 0 ASTRAZENECA PLC SPONSORED ADR 046353108 1715001 25295 SH SOLE 1 25295 0 0 ATLASSIAN CORPORATION CL A 049468101 790224 6141 SH SOLE 1 6141 0 0 AUTODESK INC COM 052769106 1704630 9122 SH SOLE 1 9122 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 4185070 17521 SH SOLE 1 17521 0 0 BAKER HUGHES COMPANY CL A 05722G100 1246760 42220 SH SOLE 1 42220 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 447596 1449 SH SOLE 1 1449 0 0 BIOGEN INC COM 09062X103 1683400 6079 SH SOLE 1 6079 0 0 BOEING CO COM 097023105 1048460 5504 SH SOLE 1 5504 0 0 BOOKING HOLDINGS INC COM 09857L108 3309090 1642 SH SOLE 1 1642 0 0 BROADCOM INC COM 11135F101 9553850 17087 SH SOLE 1 17087 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 1860370 11581 SH SOLE 1 11581 0 0 CATERPILLAR INC COM 149123101 1309910 5468 SH SOLE 1 5468 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 2225170 6562 SH SOLE 1 6562 0 0 CHEVRON CORP NEW COM 166764100 1157530 6449 SH SOLE 1 6449 0 0 CINTAS CORP COM 172908105 1932480 4279 SH SOLE 1 4279 0 0 CISCO SYS INC COM 17275R102 8497500 178369 SH SOLE 1 178369 0 0 COCA COLA CO COM 191216100 517980 8143 SH SOLE 1 8143 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1241370 21706 SH SOLE 1 21706 0 0 COMCAST CORP NEW CL A 20030N101 6367060 182072 SH SOLE 1 182072 0 0 CONSTELLATION ENERGY CORP COM 21037T109 1189700 13800 SH SOLE 1 13800 0 0 COPART INC COM 217204106 1222490 20077 SH SOLE 1 20077 0 0 COSTAR GROUP INC COM 22160N109 1327360 17176 SH SOLE 1 17176 0 0 COSTCO WHSL CORP NEW COM 22160K105 8532900 18692 SH SOLE 1 18692 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 951400 9036 SH SOLE 1 9036 0 0 CSX CORP COM 126408103 2747120 88674 SH SOLE 1 88674 0 0 DATADOG INC CL A COM 23804L103 888689 12091 SH SOLE 1 12091 0 0 DEXCOM INC COM 252131107 1845020 16293 SH SOLE 1 16293 0 0 DIAMONDBACK ENERGY INC COM 25278X109 1016280 7430 SH SOLE 1 7430 0 0 DISNEY WALT CO COM 254687106 570280 6564 SH SOLE 1 6564 0 0 DOLLAR TREE INC COM 256746108 1318790 9324 SH SOLE 1 9324 0 0 EBAY INC. 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COM 595017104 1631840 23229 SH SOLE 1 23229 0 0 MICRON TECHNOLOGY INC COM 595112103 2294030 45899 SH SOLE 1 45899 0 0 MICROSOFT CORP COM 594918104 59437950 247844 SH SOLE 1 247844 0 0 MODERNA INC COM 60770K107 2896190 16124 SH SOLE 1 16124 0 0 MONDELEZ INTL INC CL A 609207105 3839710 57610 SH SOLE 1 57610 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 2223100 21896 SH SOLE 1 21896 0 0 NETFLIX INC COM 64110L106 5431100 18418 SH SOLE 1 18418 0 0 NIKE INC CL B 654106103 713760 6100 SH SOLE 1 6100 0 0 NVIDIA CORPORATION COM 67066G104 15177660 103857 SH SOLE 1 103857 0 0 NXP SEMICONDUCTORS N V COM N6596X109 1729800 10946 SH SOLE 1 10946 0 0 OLD DOMINION FREIGHT LINE IN COM 679580100 1318730 4647 SH SOLE 1 4647 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 2231620 2644 SH SOLE 1 2644 0 0 PACCAR INC COM 693718108 1453870 14690 SH SOLE 1 14690 0 0 PALO ALTO NETWORKS INC COM 697435105 1746343 12515 SH SOLE 1 12515 0 0 PAYCHEX INC COM 704326107 1754200 15180 SH SOLE 1 15180 0 0 PAYPAL HLDGS INC COM 70450Y103 3428600 48141 SH SOLE 1 48141 0 0 PEPSICO INC COM 713448108 10499960 58120 SH SOLE 1 58120 0 0 PINDUODUO INC SPONSORED ADS 722304102 1580847 19385 SH SOLE 1 19385 0 0 PROCTER AND GAMBLE CO COM 742718109 1050770 6933 SH SOLE 1 6933 0 0 QUALCOMM INC COM 747525103 5202030 47317 SH SOLE 1 47317 0 0 REGENERON PHARMACEUTICALS COM 75886F107 3267630 4529 SH SOLE 1 4529 0 0 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 696470 37790 SH SOLE 1 37790 0 0 ROSS STORES INC COM 778296103 1700660 14652 SH SOLE 1 14652 0 0 SALESFORCE INC COM 79466L302 778300 5870 SH SOLE 1 5870 0 0 SEAGEN INC COM 81181C104 988242 7690 SH SOLE 1 7690 0 0 SIRIUS XM HOLDINGS INC COM 82968B103 940123 160980 SH SOLE 1 160980 0 0 SPDR SER TR BLOOMBERG HIGH Y 78468R622 746000 8286 SH SOLE 8286 0 0 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 732000 18274 SH SOLE 18274 0 0 STARBUCKS CORP COM 855244109 4804950 48437 SH SOLE 1 48437 0 0 SYNOPSYS INC COM 871607107 2062290 6459 SH SOLE 1 6459 0 0 TESLA INC COM 88160R101 12694560 103057 SH SOLE 1 103057 0 0 TEXAS INSTRS INC COM 882508104 6329410 38309 SH SOLE 1 38309 0 0 T-MOBILE US INC COM 872590104 7274680 51962 SH SOLE 1 51962 0 0 TRAVELERS COMPANIES INC COM 89417E109 984320 5250 SH SOLE 1 5250 0 0 UNITEDHEALTH GROUP INC COM 91324P102 3086710 5822 SH SOLE 1 5822 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 365000 4425 SH SOLE 4425 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 813000 10818 SH SOLE 10818 0 0 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 668000 10952 SH SOLE 10952 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1077000 9956 SH SOLE 9956 0 0 VERISK ANALYTICS INC COM 92345Y106 1164200 6599 SH SOLE 1 6599 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 3128640 10834 SH SOLE 1 10834 0 0 VISA INC COM CL A 92826C839 1325920 6382 SH SOLE 1 6382 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 1548270 41442 SH SOLE 1 41442 0 0 WALMART INC COM 931142103 878670 6197 SH SOLE 1 6197 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 971460 102475 SH SOLE 1 102475 0 0 WORKDAY INC CL A 98138H101 1400719 8371 SH SOLE 1 8371 0 0 XCEL ENERGY INC COM 98389B100 1588412 22656 SH SOLE 1 22656 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 689119 10173 SH SOLE 1 10173 0 0 ZSCALER INC COM 98980G102 667819 5968 SH SOLE 1 5968 0 0