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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM COM 002824100 41,451 350,208 SH   SOLE   350,208 0 0
ABBVIE INC COM COM 00287Y109 32,617 201,200 SH   SOLE   201,200 0 0
ADOBE INC COM COM 00724F101 18,266 40,091 SH   SOLE   40,091 0 0
ADVANCED MICRO DEVICES COM 007903107 285 2,604 SH   SOLE   2,604 0 0
AKAMAI TECHNOLOGIES INC COM COM 00971T101 237 1,981 SH   SOLE   1,981 0 0
ALPHABET INC CAP STK CL A COM 02079K305 28,984 10,421 SH   SOLE   10,421 0 0
ALPHABET INC CAP STK CL C COM 02079K107 8,965 3,210 SH   SOLE   3,210 0 0
AMAZON COM INC COM COM 023135106 42,950 13,175 SH   SOLE   13,175 0 0
AMERICAN TOWER CORP NEW COM COM 03027X100 25,561 101,748 SH   SOLE   101,748 0 0
AMGEN INC COM COM 031162100 24,074 99,552 SH   SOLE   99,552 0 0
AMPHENOL CORP NEW CL A COM 032095101 227 3,016 SH   SOLE   3,016 0 0
APPLE INC COM COM 037833100 18,764 107,464 SH   SOLE   107,464 0 0
AUTODESK INC COM COM 052769106 648 3,025 SH   SOLE   3,025 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 51,336 225,611 SH   SOLE   225,611 0 0
BLACKROCK INC COM COM 09247X101 23,615 30,903 SH   SOLE   30,903 0 0
CME GROUP INC COM COM 12572Q105 211 889 SH   SOLE   889 0 0
COMCAST CORP NEW CL A COM 20030N101 40,487 864,736 SH   SOLE   864,736 0 0
DISNEY WALT CO COM DISNEY COM 254687106 23,105 168,456 SH   SOLE   168,456 0 0
DOLLAR GENERAL COM 256677105 6,768 30,400 SH   SOLE   30,400 0 0
FASTENAL CO COM COM 311900104 22,602 380,509 SH   SOLE   380,509 0 0
HOME DEPOT INC COM COM 437076102 19,913 66,526 SH   SOLE   66,526 0 0
ILLINOIS TOOL WKS INC COM COM 452308109 14,076 67,219 SH   SOLE   67,219 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 225 1,700 SH   SOLE   1,700 0 0
INTUIT COM COM 461202103 9,184 19,100 SH   SOLE   19,100 0 0
INTUITIVE SURGICAL INC COM 46120E602 7,270 24,100 SH   SOLE   24,100 0 0
INVESCO QQQ TR UNIT SER 1 COM 46090E103 317 875 SH   SOLE   875 0 0
IQVIA HOLDINGS INC. COM 46266c105 207 896 SH   SOLE   896 0 0
JOHNSON & JOHNSON COM COM 478160104 43,823 247,269 SH   SOLE   247,269 0 0
JPMORGAN CHASE & CO COM COM 46625H100 16,002 117,382 SH   SOLE   117,382 0 0
L3HARRIS TECHNOLOGIES INC COM COM 502431109 373 1,503 SH   SOLE   1,503 0 0
LOWES COS INC COM COM 548661107 44,294 219,070 SH   SOLE   219,070 0 0
MASTERCARD INCORPORATED CL A COM 57636Q104 30,490 85,315 SH   SOLE   85,315 0 0
MCDONALDS CORP COM COM 580135101 12,518 50,624 SH   SOLE   50,624 0 0
META PLATFORMS INC CL A COM 30303M102 23,450 105,459 SH   SOLE   105,459 0 0
MICROCHIP TECHNOLOGY INC COM COM 595017104 14,250 189,648 SH   SOLE   189,648 0 0
MICROSOFT CORP COM COM 594918104 63,139 204,791 SH   SOLE   204,791 0 0
NASDAQ INC COM COM 631103108 403 2,261 SH   SOLE   2,261 0 0
NETFLIX INC COM COM 64110L106 20,957 55,946 SH   SOLE   55,946 0 0
NIKE INC CL B COM 654106103 9,550 70,971 SH   SOLE   70,971 0 0
NVIDIA CORPORATION COM COM 67066G104 24,416 89,481 SH   SOLE   89,481 0 0
PAYPAL HLDGS INC COM COM 70450Y103 8,064 69,726 SH   SOLE   69,726 0 0
PEPSICO INC COM COM 713448108 12,716 75,969 SH   SOLE   75,969 0 0
PHILIP MORRIS INTL INC COM COM 718172109 23,783 253,167 SH   SOLE   253,167 0 0
QUALCOMM INC COM COM 747525103 38,883 254,439 SH   SOLE   254,439 0 0
RH COM COM 74967X103 214 657 SH   SOLE   657 0 0
SCHWAB CHARLES CORP NEW COM COM 808513105 32,100 380,732 SH   SOLE   380,732 0 0
SEAGATE TECHNOLOGY PLC SHS COM G7997R103 215 2,396 SH   SOLE   2,396 0 0
SELECT SECTOR SPDR TR SBI HEAL COM 81369Y209 258 1,880 SH   SOLE   1,880 0 0
SONY GROUP ADR REPRESENTING OR COM 835699307 12,361 120,346 SH   SOLE   120,346 0 0
STARBUCKS CORP COM COM 855244109 17,881 196,558 SH   SOLE   196,558 0 0
STRYKER CORPORATION COM COM 863667101 235 880 SH   SOLE   880 0 0
TEXAS INSTRS INC COM COM 882508104 20,385 111,104 SH   SOLE   111,104 0 0
THERMO FISHER SCIENTIFIC INC C COM 883556102 707 1,197 SH   SOLE   1,197 0 0
TORONTO DOMINION BK ONT COM NE COM 891160509 21,113 265,842 SH   SOLE   265,842 0 0
TRUIST FINL CORP COM COM 89832Q109 23,361 412,003 SH   SOLE   412,003 0 0
UNION PAC CORP COM COM 907818108 401 1,469 SH   SOLE   1,469 0 0
UNITED PARCEL SERVICE INC CL B COM 911312106 27,751 129,401 SH   SOLE   129,401 0 0
UNITEDHEALTH GROUP INC COM COM 91324P102 65,049 127,554 SH   SOLE   127,554 0 0
US BANCORP DEL COM NEW COM 902973304 46,021 865,868 SH   SOLE   865,868 0 0
VANGUARD INDEX FDS MID CAP ETF COM 922908629 212 890 SH   SOLE   890 0 0
VERTEX PHARMACEUTICALS INC COM COM 92532F100 240 919 SH   SOLE   919 0 0
VISA INC COM CL A COM 92826C839 31,262 140,968 SH   SOLE   140,968 0 0
WILLIAMS SONOMA INC COM COM 969904101 18,817 129,775 SH   SOLE   129,775 0 0
ZOETIS INC CL A COM 98978V103 7,987 42,349 SH   SOLE   42,349 0 0