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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 7,310,889 14,951 SH   SOLE   14,951 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 4,915,459 40,877 SH   SOLE   40,877 0 0
AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 6,649,266 22,199 SH   SOLE   22,199 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 5,413,672 45,227 SH   SOLE   45,227 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 580,656 4,800 SH   SOLE   4,800 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 7,204,736 55,268 SH   SOLE   55,268 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 BBG001S5NJG1 6,096,823 105,958 SH   SOLE   105,958 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 5,723,010 25,777 SH   SOLE   25,777 0 0
APPLE INC COM 037833100 BBG001S5N8V8 6,788,174 34,996 SH   SOLE   34,996 0 0
BLACKROCK INC COM 09247X101 BBG001SDBP55 4,421,914 6,398 SH   SOLE   6,398 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 5,695,217 137,069 SH   SOLE   137,069 0 0
CORNING INC COM 219350105 BBG001S5RLH1 5,274,852 150,538 SH   SOLE   150,538 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 5,996,476 11,138 SH   SOLE   11,138 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 220,631 890 SH   SOLE   890 0 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 2,538,449 11,561 SH   SOLE   11,561 0 0
GENERAL MTRS CO COM 37045V100 BBG001SM1DK6 253,956 6,586 SH   SOLE   6,586 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 6,340,409 38,306 SH   SOLE   38,306 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 6,158,511 42,344 SH   SOLE   42,344 0 0
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 6,600,886 10,268 SH   SOLE   10,268 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 339,001 1,502 SH   SOLE   1,502 0 0
MARATHON PETE CORP COM 56585A102 BBG001S169P1 5,189,050 44,503 SH   SOLE   44,503 0 0
MASCO CORP COM 574599106 BBG001S5SZ70 5,859,014 102,109 SH   SOLE   102,109 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 371,065 1,293 SH   SOLE   1,293 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 6,537,006 19,196 SH   SOLE   19,196 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 7,019,171 16,593 SH   SOLE   16,593 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 709,895 5,961 SH   SOLE   5,961 0 0
REGENCY CTRS CORP COM 758849103 BBG001S7H752 4,507,913 72,979 SH   SOLE   72,979 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 267,455 1,266 SH   SOLE   1,266 0 0
SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 6,634,344 135,064 SH   SOLE   135,064 0 0
SOUTHWEST AIRLS CO COM 844741108 BBG001S5SXC9 5,611,174 154,962 SH   SOLE   154,962 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 5,299,389 11,955 SH   SOLE   11,955 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 5,743,796 57,983 SH   SOLE   57,983 0 0
TARGET CORP COM 87612E106 BBG001SC0K41 215,129 1,631 SH   SOLE   1,631 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 5,456,334 20,844 SH   SOLE   20,844 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 4,309,418 8,966 SH   SOLE   8,966 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 6,593,157 27,763 SH   SOLE   27,763 0 0
WALMART INC COM 931142103 BBG001S5XH92 6,673,863 42,460 SH   SOLE   42,460 0 0
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 6,464,231 37,275 SH   SOLE   37,275 0 0