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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
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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
3M CO COM 88579Y101   601,440 5,015 SH   SOLE   5,015 0 0
ABBOTT LABS COM 002824100   77,074,809 702,020 SH   SOLE   702,020 0 0
ABBVIE INC COM 00287Y109   1,407,785 8,711 SH   SOLE   8,711 0 0
ADVANCED MICRO DEVICES INC COM 007903107   66,900,923 1,032,900 SH   SOLE   1,032,900 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   404,179 2,701 SH   SOLE   2,701 0 0
AIR PRODS & CHEMS INC COM 009158106   2,770,333 8,987 SH   SOLE   8,987 0 0
ALPHABET INC CAP STK CL C 02079K107   1,201,404 13,540 SH   SOLE   13,540 0 0
ALPHABET INC CAP STK CL A 02079K305   33,468,727 379,335 SH   SOLE   379,335 0 0
ALTRIA GROUP INC COM 02209S103   231,155 5,057 SH   SOLE   5,057 0 0
AMAZON COM INC COM 023135106   1,218,840 14,510 SH   SOLE   14,510 0 0
AMERICAN EXPRESS CO COM 025816109   521,114 3,527 SH   SOLE   3,527 0 0
ANSYS INC COM 03662Q105   30,023,114 124,273 SH   SOLE   124,273 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   71,769,478 1,125,090 SH   SOLE   1,125,090 0 0
APPLE INC COM 037833100   64,558,443 496,871 SH   SOLE   496,871 0 0
ARES CAPITAL CORP COM 04010L103   2,454,303 132,881 SH   SOLE   132,881 0 0
BANK AMERICA CORP COM 060505104   9,335,387 281,866 SH   SOLE   281,866 0 0
BANK NEW YORK MELLON CORP COM 064058100   616,241 13,538 SH   SOLE   13,538 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,566,123 5,070 SH   SOLE   5,070 0 0
BLACKROCK ENHANCD CAP & INM COM 09256A109   37,108,697 2,167,564 SH   SOLE   2,167,564 0 0
BLACKSTONE INC COM 09260D107   58,378,614 786,880 SH   SOLE   786,880 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   58,413,695 811,865 SH   SOLE   811,865 0 0
BROADCOM INC COM 11135F101   39,825,395 71,227 SH   SOLE   71,227 0 0
CANADIAN PAC RY LTD COM 13645T100   1,192,622 15,989 SH   SOLE   15,989 0 0
CATERPILLAR INC COM 149123101   1,147,492 4,790 SH   SOLE   4,790 0 0
CHEVRON CORP NEW COM 166764100   14,449,227 80,502 SH   SOLE   80,502 0 0
CIENA CORP COM NEW 171779309   59,675,251 1,170,562 SH   SOLE   1,170,562 0 0
CISCO SYS INC COM 17275R102   2,709,418 56,873 SH   SOLE   56,873 0 0
COCA COLA CO COM 191216100   427,829 6,726 SH   SOLE   6,726 0 0
COCA COLA CONS INC COM 191098102   461,124 900 SH   SOLE   900 0 0
COHERENT CORP COM 19247G107   52,104,635 1,484,463 SH   SOLE   1,484,463 0 0
COLGATE PALMOLIVE CO COM 194162103   719,692 9,134 SH   SOLE   9,134 0 0
CONSTELLATION BRANDS INC CL A 21036P108   54,920,295 236,981 SH   SOLE   236,981 0 0
CROWN CASTLE INC COM 22822V101   2,852,300 21,028 SH   SOLE   21,028 0 0
CSX CORP COM 126408103   477,963 15,428 SH   SOLE   15,428 0 0
DANAHER CORPORATION COM 235851102   44,979,675 169,466 SH   SOLE   169,466 0 0
DEERE & CO COM 244199105   55,575,095 129,618 SH   SOLE   129,618 0 0
DEVON ENERGY CORP NEW COM 25179M103   2,083,215 33,868 SH   SOLE   33,868 0 0
DIGITAL RLTY TR INC COM 253868103   37,183,273 370,831 SH   SOLE   370,831 0 0
DOMINION ENERGY INC COM 25746U109   327,751 5,345 SH   SOLE   5,345 0 0
EATON VANCE ENHANCED EQUITY COM 278274105   9,764,888 654,045 SH   SOLE   654,045 0 0
EXXON MOBIL CORP COM 30231G102   2,305,403 20,901 SH   SOLE   20,901 0 0
FAIR ISAAC CORP COM 303250104   237,636 397 SH   SOLE   397 0 0
GALLAGHER ARTHUR J & CO COM 363576109   96,450,764 511,567 SH   SOLE   511,567 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   52,410,719 1,006,157 SH   SOLE   1,006,157 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   47,247,029 1,106,747 SH   SOLE   1,106,747 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   263,787 3,479 SH   SOLE   3,479 0 0
HOME DEPOT INC COM 437076102   2,104,259 6,662 SH   SOLE   6,662 0 0
HONEYWELL INTL INC COM 438516106   66,993,291 312,615 SH   SOLE   312,615 0 0
HUNTINGTON BANCSHARES INC COM 446150104   223,118 15,824 SH   SOLE   15,824 0 0
INTEL CORP COM 458140100   580,928 21,980 SH   SOLE   21,980 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   509,762 3,618 SH   SOLE   3,618 0 0
INTUIT COM 461202103   593,618 1,525 SH   SOLE   1,525 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,100,193 4,132 SH   SOLE   4,132 0 0
ISHARES INC CORE MSCI EMKT 46434G103   454,625 9,735 SH   SOLE   9,735 0 0
ISHARES TR RUS MDCP VAL ETF 464287473   200,041 1,899 SH   SOLE   1,899 0 0
ISHARES TR S&P 500 VAL ETF 464287408   213,543 1,472 SH   SOLE   1,472 0 0
ISHARES TR RUS MID CAP ETF 464287499   238,368 3,534 SH   SOLE   3,534 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   275,116 7,259 SH   SOLE   7,259 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   365,708 1,707 SH   SOLE   1,707 0 0
ISHARES TR RUS 1000 ETF 464287622   403,531 1,917 SH   SOLE   1,917 0 0
ISHARES TR RUS 1000 VAL ETF 464287598   484,977 3,198 SH   SOLE   3,198 0 0
ISHARES TR CORE S&P SCP ETF 464287804   508,879 5,377 SH   SOLE   5,377 0 0
ISHARES TR CORE MSCI EAFE 46432F842   545,921 8,857 SH   SOLE   8,857 0 0
ISHARES TR CORE US AGGBD ET 464287226   918,592 9,471 SH   SOLE   9,471 0 0
ISHARES TR CORE S&P TTL STK 464287150   1,345,288 15,864 SH   SOLE   15,864 0 0
ISHARES TR CORE S&P MCP ETF 464287507   1,473,705 6,092 SH   SOLE   6,092 0 0
ISHARES TR CORE S&P500 ETF 464287200   4,798,312 12,489 SH   SOLE   12,489 0 0
ISHARES TR GNMA BOND ETF 46429B333   35,707,728 820,773 SH   SOLE   820,773 0 0
JOHNSON & JOHNSON COM 478160104   1,727,188 9,777 SH   SOLE   9,777 0 0
JPMORGAN CHASE & CO COM 46625H100   24,470,546 182,480 SH   SOLE   182,480 0 0
KIMBERLY-CLARK CORP COM 494368103   63,043,398 464,408 SH   SOLE   464,408 0 0
KINDER MORGAN INC DEL COM 49456B101   39,257,400 2,171,316 SH   SOLE   2,171,316 0 0
KKR & CO INC COM 48251W104   571,167 12,304 SH   SOLE   12,304 0 0
LAM RESEARCH CORP COM 512807108   20,551,179 48,896 SH   SOLE   48,896 0 0
LOCKHEED MARTIN CORP COM 539830109   2,335,418 4,801 SH   SOLE   4,801 0 0
LOEWS CORP COM 540424108   1,867,785 32,021 SH   SOLE   32,021 0 0
LOWES COS INC COM 548661107   64,096,869 321,707 SH   SOLE   321,707 0 0
LULULEMON ATHLETICA INC COM 550021109   56,149,478 175,259 SH   SOLE   175,259 0 0
MARRIOTT INTL INC NEW CL A 571903202   289,442 1,944 SH   SOLE   1,944 0 0
MARSH & MCLENNAN COS INC COM 571748102   22,517,441 136,073 SH   SOLE   136,073 0 0
MASTERCARD INCORPORATED CL A 57636Q104   427,012 1,228 SH   SOLE   1,228 0 0
MCDONALDS CORP COM 580135101   422,439 1,603 SH   SOLE   1,603 0 0
MEDTRONIC PLC SHS G5960L103   47,967,646 617,185 SH   SOLE   617,185 0 0
MERCK & CO INC COM 58933Y105   51,995,412 468,638 SH   SOLE   468,638 0 0
MICROSOFT CORP COM 594918104   81,882,054 341,431 SH   SOLE   341,431 0 0
NORFOLK SOUTHN CORP COM 655844108   2,471,961 10,031 SH   SOLE   10,031 0 0
NOVARTIS AG SPONSORED ADR 66987V109   2,270,073 25,023 SH   SOLE   25,023 0 0
NVIDIA CORPORATION COM 67066G104   1,110,299 7,598 SH   SOLE   7,598 0 0
ORACLE CORP COM 68389X105   12,545,336 153,479 SH   SOLE   153,479 0 0
PARKER-HANNIFIN CORP COM 701094104   70,989,631 243,951 SH   SOLE   243,951 0 0
PAYCOM SOFTWARE INC COM 70432V102   465,465 1,500 SH   SOLE   1,500 0 0
PEPSICO INC COM 713448108   1,160,667 6,425 SH   SOLE   6,425 0 0
PFIZER INC COM 717081103   3,877,135 75,666 SH   SOLE   75,666 0 0
PHILIP MORRIS INTL INC COM 718172109   215,982 2,134 SH   SOLE   2,134 0 0
PNC FINL SVCS GROUP INC COM 693475105   55,085,658 348,776 SH   SOLE   348,776 0 0
PPG INDS INC COM 693506107   4,991,476 39,697 SH   SOLE   39,697 0 0
PROCTER AND GAMBLE CO COM 742718109   1,270,677 8,384 SH   SOLE   8,384 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   56,721,696 562,046 SH   SOLE   562,046 0 0
ROCKWELL AUTOMATION INC COM 773903109   66,392,500 257,765 SH   SOLE   257,765 0 0
RPM INTL INC COM 749685103   3,494,557 35,860 SH   SOLE   35,860 0 0
SCHWAB CHARLES CORP COM 808513105   61,062,129 733,391 SH   SOLE   733,391 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   972,605 24,009 SH   SOLE   24,009 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706   1,656,592 69,987 SH   SOLE   69,987 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   2,061,923 64,015 SH   SOLE   64,015 0 0
SCHWAB STRATEGIC TR US AGGREGATE B 808524839   2,971,039 65,083 SH   SOLE   65,083 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508   4,688,491 71,460 SH   SOLE   71,460 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   6,642,732 148,242 SH   SOLE   148,242 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   9,070,454 200,896 SH   SOLE   200,896 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   127,640,664 2,297,348 SH   SOLE   2,297,348 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   206,718 1,762 SH   SOLE   1,762 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   331,330 1,000 SH   SOLE   1,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   646,051 1,689 SH   SOLE   1,689 0 0
SPDR SER TR PORTFOLIO S&P500 78464A854   282,789 6,287 SH   SOLE   6,287 0 0
STARBUCKS CORP COM 855244109   65,607,141 661,362 SH   SOLE   661,362 0 0
SYNCHRONY FINANCIAL COM 87165B103   534,475 16,265 SH   SOLE   16,265 0 0
TARGET CORP COM 87612E106   51,271,000 344,008 SH   SOLE   344,008 0 0
TEXAS INSTRS INC COM 882508104   21,743,881 131,606 SH   SOLE   131,606 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   55,687,164 101,123 SH   SOLE   101,123 0 0
TJX COS INC NEW COM 872540109   243,894 3,064 SH   SOLE   3,064 0 0
UNION PAC CORP COM 907818108   2,062,554 9,961 SH   SOLE   9,961 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637   240,919 1,383 SH   SOLE   1,383 0 0
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512   261,554 1,934 SH   SOLE   1,934 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629   280,239 1,375 SH   SOLE   1,375 0 0
VANGUARD INDEX FDS VALUE ETF 922908744   568,358 4,049 SH   SOLE   4,049 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736   818,556 3,841 SH   SOLE   3,841 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   1,036,002 2,949 SH   SOLE   2,949 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   6,670,277 34,888 SH   SOLE   34,888 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   25,401,532 337,831 SH   SOLE   337,831 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   3,700,951 93,933 SH   SOLE   93,933 0 0
VISA INC COM CL A 92826C839   738,040 3,552 SH   SOLE   3,552 0 0
WALMART INC COM 931142103   557,701 3,933 SH   SOLE   3,933 0 0
WESTLAKE CORPORATION COM 960413102   11,418,854 111,360 SH   SOLE   111,360 0 0
XYLEM INC COM 98419M100   417,132 3,773 SH   SOLE   3,773 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   221,538 864 SH   SOLE   864 0 0