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
Accenture Plc ADR G1151C101 2,108 5,084 SH   SOLE 0 5,084 0 0
Adobe Inc. COM 00724F101 3,550 6,260 SH   SOLE 0 6,260 0 0
Advanced Micro Devices COM 007903107 221 1,533 SH   SOLE 0 11 0 1,522
Albemarle Corporation COM 012653101 1,106 4,733 SH   SOLE 0 4,715 0 18
Alphabet Inc. Class A COM 02079K305 9,016 3,112 SH   SOLE 0 3,112 0 0
Amazon.com Inc. COM 023135106 10,183 3,054 SH   SOLE 0 3,054 0 0
Amphenol Corp. COM 032095101 2,222 25,409 SH   SOLE 0 25,409 0 0
Apple Inc. COM 037833100 20,146 113,453 SH   SOLE 0 113,173 0 280
Autodesk Inc. COM 052769106 1,433 5,097 SH   SOLE 0 5,097 0 0
Best Buy Co., Inc. COM 086516101 1,470 14,464 SH   SOLE 0 14,402 0 62
CDW Corporation COM 12514G108 2,471 12,068 SH   SOLE 0 12,068 0 0
CSX Corporation COM 126408103 1,534 40,801 SH   SOLE 0 40,801 0 0
CVS Health Corporation COM 126650100 918 8,894 SH   SOLE 0 8,894 0 0
Cadence Design Systems, Inc. COM 127387108 2,354 12,634 SH   SOLE 0 12,634 0 0
Costco Wholesale Corp COM 22160K105 2,987 5,261 SH   SOLE 0 5,261 0 0
EOG Resources Inc COM 26875P101 1,494 16,822 SH   SOLE 0 16,742 0 80
Enphase Energy, Inc. COM 29355A107 832 4,547 SH   SOLE 0 4,547 0 0
Estee Lauder Cos Inc COM 518439104 1,935 5,228 SH   SOLE 0 4,994 0 234
Fortinet, Inc. COM 34959E109 2,133 5,936 SH   SOLE 0 5,914 0 22
General Motors Company COM 37045V100 1,357 23,147 SH   SOLE 0 23,147 0 0
Hilton Worldwide Holdings Inc. COM 43300A203 899 5,766 SH   SOLE 0 5,766 0 0
Home Depot Inc. COM 437076102 4,745 11,433 SH   SOLE 0 11,433 0 0
Idexx Laboratories, Inc. COM 45168D104 1,786 2,713 SH   SOLE 0 2,704 0 9
Illinois Tool Works Inc. COM 452308109 1,498 6,069 SH   SOLE 0 6,069 0 0
Illumina Inc COM 452327109 558 1,468 SH   SOLE 0 1,468 0 0
Intuit Inc. COM 461202103 3,221 5,008 SH   SOLE 0 5,008 0 0
Johnson & Johnson COM 478160104 1,434 8,380 SH   SOLE 0 8,380 0 0
KLA Corporation COM 482480100 2,539 5,903 SH   SOLE 0 5,881 0 22
MGM Resorts International COM 552953101 781 17,397 SH   SOLE 0 17,397 0 0
Manhattan Associates, Inc. COM 562750109 1,555 9,998 SH   SOLE 0 9,957 0 41
Mastercard Inc. COM 57636Q104 3,359 9,348 SH   SOLE 0 9,348 0 0
MetLife, Inc. COM 59156R108 701 11,215 SH   SOLE 0 10,692 0 523
Meta Platforms, Inc COM 30303M102 4,576 13,605 SH   SOLE 0 13,605 0 0
Mettler-Toledo Intl COM 592688105 1,821 1,073 SH   SOLE 0 1,073 0 0
Microsoft Corporation COM 594918104 17,587 52,293 SH   SOLE 0 52,293 0 0
Morgan Stanley COM 617446448 1,565 15,948 SH   SOLE 0 15,948 0 0
NVIDIA Corp COM 67066G104 6,921 23,532 SH   SOLE 0 23,532 0 0
NVR Inc. COM 62944T105 1,690 286 SH   SOLE 0 286 0 0
Netflix Inc COM 64110L106 1,470 2,440 SH   SOLE 0 2,440 0 0
Nucor Corporation COM 670346105 1,719 15,061 SH   SOLE 0 15,061 0 0
Oracle Corporation COM 68389X105 2,568 29,446 SH   SOLE 0 29,446 0 0
PayPal Holdings, Inc. COM 70450Y103 2,088 11,071 SH   SOLE 0 11,071 0 0
PepsiCo, Inc. COM 713448108 2,444 14,071 SH   SOLE 0 14,071 0 0
Pfizer Inc. COM 717081103 2,056 34,825 SH   SOLE 0 34,002 0 823
Quanta Services Inc. COM 74762E102 1,553 13,545 SH   SOLE 0 13,545 0 0
Regeneron Pharmaceuticals COM 75886F107 1,680 2,660 SH   SOLE 0 2,660 0 0
ResMed Inc. COM 761152107 1,561 5,992 SH   SOLE 0 5,992 0 0
Rockwell Automation Inc COM 773903109 1,682 4,821 SH   SOLE 0 4,821 0 0
S&P Global Inc. COM 78409V104 2,018 4,277 SH   SOLE 0 4,277 0 0
Square, Inc. Class A COM 852234103 550 3,405 SH   SOLE 0 3,405 0 0
Tesla, Inc. COM 88160R101 4,524 4,281 SH   SOLE 0 4,281 0 0
Texas Instruments, Inc. COM 882508104 2,106 11,172 SH   SOLE 0 11,172 0 0
Thermo Fisher Scientific, Inc. COM 883556102 2,838 4,253 SH   SOLE 0 4,253 0 0
United Parcel Service Inc. COM 911312106 2,319 10,820 SH   SOLE 0 10,820 0 0
UnitedHealth Group, Inc. COM 91324P102 3,739 7,447 SH   SOLE 0 7,447 0 0
Veeva Systems Inc. COM 922475108 1,319 5,163 SH   SOLE 0 5,163 0 0
Vulcan Materials Co COM 929160109 774 3,728 SH   SOLE 0 3,728 0 0
Walt Disney Company COM 254687106 572 3,695 SH   SOLE 0 3,695 0 0
Equinix Inc REIT 29444U700 1,667 1,971 SH   SOLE 0 1,971 0 0
ISHARES MSCI EAFE ETF COM 464287465 462 5,875 SH   SOLE 0 0 0 5,875
SPDR S&P 500 COM 78462F103 422 889 SH   SOLE 0 10 0 879