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
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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
ABBOTT LABS COM 002824100   78,002,986 715,492 SH   SOLE   715,492 0 0
ABBVIE INC COM 00287Y109   651,824 4,838 SH   SOLE   4,838 0 0
ADVANCED MICRO DEVICES INC COM 007903107   113,608,024 997,349 SH   SOLE   997,349 0 0
AIR PRODS & CHEMS INC COM 009158106   3,116,390 10,404 SH   SOLE   10,404 0 0
ALPHABET INC CAP STK CL A 02079K305   62,166,315 519,351 SH   SOLE   519,351 0 0
ALPHABET INC CAP STK CL C 02079K107   1,630,676 13,480 SH   SOLE   13,480 0 0
ALTRIA GROUP INC COM 02209S103   209,105 4,616 SH   SOLE   4,616 0 0
AMAZON COM INC COM 023135106   1,867,277 14,324 SH   SOLE   14,324 0 0
AMERICAN EXPRESS CO COM 025816109   562,143 3,227 SH   SOLE   3,227 0 0
ANSYS INC COM 03662Q105   45,664,451 138,264 SH   SOLE   138,264 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   87,777,287 1,142,785 SH   SOLE   1,142,785 0 0
APPLE INC COM 037833100   90,369,285 465,893 SH   SOLE   465,893 0 0
ARES CAPITAL CORP COM 04010L103   2,945,189 156,742 SH   SOLE   156,742 0 0
AUTODESK INC COM 052769106   250,033 1,222 SH   SOLE   1,222 0 0
BANK AMERICA CORP COM 060505104   11,580,596 403,646 SH   SOLE   403,646 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,465,618 4,298 SH   SOLE   4,298 0 0
BLACKROCK ENHANCD CAP & INM COM 09256A109   39,260,064 2,121,019 SH   SOLE   2,121,019 0 0
BLACKSTONE INC COM 09260D107   75,981,492 817,269 SH   SOLE   817,269 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   56,311,415 880,554 SH   SOLE   880,554 0 0
BROADCOM INC COM 11135F101   62,547,605 72,107 SH   SOLE   72,107 0 0
CATERPILLAR INC COM 149123101   926,378 3,765 SH   SOLE   3,765 0 0
CHEVRON CORP NEW COM 166764100   14,486,665 92,067 SH   SOLE   92,067 0 0
CIENA CORP COM NEW 171779309   53,922,487 1,269,063 SH   SOLE   1,269,063 0 0
CISCO SYS INC COM 17275R102   3,956,424 76,467 SH   SOLE   76,467 0 0
COCA COLA CO COM 191216100   285,668 4,744 SH   SOLE   4,744 0 0
COCA COLA CONS INC COM 191098102   572,418 900 SH   SOLE   900 0 0
COHERENT CORP COM 19247G107   84,662,054 1,660,692 SH   SOLE   1,660,692 0 0
COLGATE PALMOLIVE CO COM 194162103   493,988 6,412 SH   SOLE   6,412 0 0
CONSTELLATION BRANDS INC CL A 21036P108   62,728,521 254,859 SH   SOLE   254,859 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   278,759 1,898 SH   SOLE   1,898 0 0
CROWN CASTLE INC COM 22822V101   2,812,899 24,688 SH   SOLE   24,688 0 0
DANAHER CORPORATION COM 235851102   49,556,116 206,484 SH   SOLE   206,484 0 0
DEERE & CO COM 244199105   58,930,324 145,439 SH   SOLE   145,439 0 0
DEVON ENERGY CORP NEW COM 25179M103   59,044,932 1,221,451 SH   SOLE   1,221,451 0 0
DIGITAL RLTY TR INC COM 253868103   54,098,903 475,094 SH   SOLE   475,094 0 0
EATON VANCE ENHANCED EQUITY COM 278274105   15,370,306 932,099 SH   SOLE   932,099 0 0
EXXON MOBIL CORP COM 30231G102   1,490,067 13,893 SH   SOLE   13,893 0 0
GALLAGHER ARTHUR J & CO COM 363576109   106,807,052 486,437 SH   SOLE   486,437 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   54,305,608 1,120,627 SH   SOLE   1,120,627 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   71,962,195 1,145,530 SH   SOLE   1,145,530 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   247,360 3,435 SH   SOLE   3,435 0 0
HOME DEPOT INC COM 437076102   1,121,721 3,611 SH   SOLE   3,611 0 0
HONEYWELL INTL INC COM 438516106   69,421,708 334,562 SH   SOLE   334,562 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   246,015 1,839 SH   SOLE   1,839 0 0
INTUIT COM 461202103   593,001 1,294 SH   SOLE   1,294 0 0
INTUIT COM 461202103   5,760 300 SH Put SOLE   300 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,237,557 3,350 SH   SOLE   3,350 0 0
ISHARES TR CORE S&P MCP ETF 464287507   515,765 1,972 SH   SOLE   1,972 0 0
ISHARES TR CORE S&P SCP ETF 464287804   232,384 2,332 SH   SOLE   2,332 0 0
ISHARES TR S&P 500 VAL ETF 464287408   213,093 1,322 SH   SOLE   1,322 0 0
ISHARES TR CORE S&P500 ETF 464287200   1,770,348 3,972 SH   SOLE   3,972 0 0
ISHARES TR RUS 1000 VAL ETF 464287598   376,740 2,387 SH   SOLE   2,387 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   388,554 1,412 SH   SOLE   1,412 0 0
ISHARES TR CORE S&P TTL STK 464287150   1,106,179 11,306 SH   SOLE   11,306 0 0
ISHARES TR GNMA BOND ETF 46429B333   35,214,922 803,260 SH   SOLE   803,260 0 0
JOHNSON & JOHNSON COM 478160104   1,099,718 6,644 SH   SOLE   6,644 0 0
JPMORGAN CHASE & CO COM 46625H100   29,243,137 201,067 SH   SOLE   201,067 0 0
KIMBERLY-CLARK CORP COM 494368103   65,980,893 477,915 SH   SOLE   477,915 0 0
KINDER MORGAN INC DEL COM 49456B101   41,451,339 2,407,163 SH   SOLE   2,407,163 0 0
KKR & CO INC COM 48251W104   688,202 12,289 SH   SOLE   12,289 0 0
LAM RESEARCH CORP COM 512807108   49,532,607 77,050 SH   SOLE   77,050 0 0
LILLY ELI & CO COM 532457108   371,432 792 SH   SOLE   792 0 0
LOCKHEED MARTIN CORP COM 539830109   2,453,958 5,330 SH   SOLE   5,330 0 0
LOEWS CORP COM 540424108   1,107,259 18,647 SH   SOLE   18,647 0 0
LOWES COS INC COM 548661107   74,897,409 331,845 SH   SOLE   331,845 0 0
LULULEMON ATHLETICA INC COM 550021109   64,663,066 170,840 SH   SOLE   170,840 0 0
MARRIOTT INTL INC NEW CL A 571903202   357,093 1,944 SH   SOLE   1,944 0 0
MARSH & MCLENNAN COS INC COM 571748102   17,885,468 95,095 SH   SOLE   95,095 0 0
MASTERCARD INCORPORATED CL A 57636Q104   480,219 1,221 SH   SOLE   1,221 0 0
MCDONALDS CORP COM 580135101   502,821 1,685 SH   SOLE   1,685 0 0
MERCK & CO INC COM 58933Y105   58,382,342 505,957 SH   SOLE   505,957 0 0
META PLATFORMS INC CL A 30303M102   305,060 1,063 SH   SOLE   1,063 0 0
MICROSOFT CORP COM 594918104   108,311,005 318,057 SH   SOLE   318,057 0 0
NORFOLK SOUTHN CORP COM 655844108   2,040,840 9,000 SH   SOLE   9,000 0 0
NOVARTIS AG SPONSORED ADR 66987V109   2,823,933 27,985 SH   SOLE   27,985 0 0
NVIDIA CORPORATION COM 67066G104   2,302,688 5,443 SH   SOLE   5,443 0 0
ORACLE CORP COM 68389X105   13,375,059 112,311 SH   SOLE   112,311 0 0
PARKER-HANNIFIN CORP COM 701094104   88,802,578 227,676 SH   SOLE   227,676 0 0
PAYCOM SOFTWARE INC COM 70432V102   449,736 1,400 SH   SOLE   1,400 0 0
PEPSICO INC COM 713448108   876,975 4,735 SH   SOLE   4,735 0 0
PFIZER INC COM 717081103   1,239,228 33,785 SH   SOLE   33,785 0 0
PHILIP MORRIS INTL INC COM 718172109   237,607 2,434 SH   SOLE   2,434 0 0
PNC FINL SVCS GROUP INC COM 693475105   44,832,666 355,956 SH   SOLE   355,956 0 0
PPG INDS INC COM 693506107   2,512,981 16,945 SH   SOLE   16,945 0 0
PROCTER AND GAMBLE CO COM 742718109   1,028,959 6,781 SH   SOLE   6,781 0 0
PROSHARES TR ULTRAPRO QQQ 74347X831   278,800 6,800 SH   SOLE   6,800 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   57,243,782 584,359 SH   SOLE   584,359 0 0
ROCKWELL AUTOMATION INC COM 773903109   46,310,586 140,569 SH   SOLE   140,569 0 0
RPM INTL INC COM 749685103   1,049,033 11,691 SH   SOLE   11,691 0 0
SCHWAB CHARLES CORP COM 808513105   48,392,372 853,782 SH   SOLE   853,782 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   3,627,841 70,171 SH   SOLE   70,171 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   1,088,406 20,783 SH   SOLE   20,783 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   149,570,372 1,995,602 SH   SOLE   1,995,602 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508   393,009 5,533 SH   SOLE   5,533 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   330,536 1,975 SH   SOLE   1,975 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   343,850 1,000 SH   SOLE   1,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   515,091 1,162 SH   SOLE   1,162 0 0
TEXAS INSTRS INC COM 882508104   16,425,430 91,242 SH   SOLE   91,242 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   55,506,773 106,386 SH   SOLE   106,386 0 0
TJX COS INC NEW COM 872540109   259,797 3,064 SH   SOLE   3,064 0 0
TRACTOR SUPPLY CO COM 892356106   66,214,586 299,478 SH   SOLE   299,478 0 0
TRUIST FINL CORP COM 89832Q109   2,024,250 66,697 SH   SOLE   66,697 0 0
UNION PAC CORP COM 907818108   2,274,341 11,115 SH   SOLE   11,115 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   7,148,001 32,450 SH   SOLE   32,450 0 0
VANGUARD INDEX FDS VALUE ETF 922908744   575,363 4,049 SH   SOLE   4,049 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629   302,720 1,375 SH   SOLE   1,375 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736   996,019 3,520 SH   SOLE   3,520 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637   280,362 1,383 SH   SOLE   1,383 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   951,998 2,337 SH   SOLE   2,337 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   24,594,376 325,064 SH   SOLE   325,064 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   247,090 6,644 SH   SOLE   6,644 0 0
VISA INC COM CL A 92826C839   792,124 3,336 SH   SOLE   3,336 0 0
WALMART INC COM 931142103   512,844 3,263 SH   SOLE   3,263 0 0
WENDYS CO COM 95058W100   1,111,585 51,107 SH   SOLE   51,107 0 0
WESTLAKE CORPORATION COM 960413102   4,347,752 36,392 SH   SOLE   36,392 0 0
XYLEM INC COM 98419M100   407,307 3,617 SH   SOLE   3,617 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   286,659 969 SH   SOLE   969 0 0