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
Abbvie Inc COM 00287y109   1,327 8,900 SH   SOLE   8,900 0 0
Accenture Ltd Bermuda Cl A COM g1151c101   660 2,150 SH   SOLE   2,150 0 0
Adobe Inc COM 00724f101   7,409 14,531 SH   SOLE   14,531 0 0
Advanced Micro Devices Inc COM 007903107   4,986 48,490 SH   SOLE   48,490 0 0
Airbnb Inc Cl A COM 009066101   631 4,599 SH   SOLE   4,599 0 0
Albemarle Corp COM 012653101   2,726 16,034 SH   SOLE   16,034 0 0
Alphabet Inc Cap Stock Cl A COM 02079k305   12,353 94,402 SH   SOLE   94,402 0 0
Amazon.com Inc COM 023135106   10,471 82,372 SH   SOLE   82,372 0 0
American Express Co COM 025816109   603 4,040 SH   SOLE   4,040 0 0
Amplify ETF Tr Cwp Enhanced Di COM 032108409   342 9,840 SH   SOLE   9,840 0 0
Apollo Global Mgmt Inc COM 03769m106   3,315 36,932 SH   SOLE   36,932 0 0
Apple Inc COM 037833100   10,308 60,209 SH   SOLE   60,209 0 0
Applied Materials Inc COM 038222105   3,493 25,226 SH   SOLE   25,226 0 0
Artisan Partners Asset Mgmt In COM 04316a108   269 7,200 SH   SOLE   7,200 0 0
Automatic Data Processing Inc COM 053015103   1,925 8,000 SH   SOLE   8,000 0 0
AutoZone Inc COM 053332102   7,064 2,781 SH   SOLE   2,781 0 0
Axcelis Technologies Inc COM 054540208   1,245 7,633 SH   SOLE   7,633 0 0
Blackstone Group Inc Cl A COM 09260d107   987 9,211 SH   SOLE   9,211 0 0
Boeing Co COM 097023105   1,533 7,999 SH   SOLE   7,999 0 0
Booking Holdings Inc COM 09857l108   5,045 1,636 SH   SOLE   1,636 0 0
Bristol Myers Squibb Co COM 110122108   464 8,000 SH   SOLE   8,000 0 0
Broadcom Inc Com COM 11135f101   5,210 6,273 SH   SOLE   6,273 0 0
Carpenter Technology Corp COM 144285103   528 7,850 SH   SOLE   7,850 0 0
Caterpillar Inc COM 149123101   1,029 3,769 SH   SOLE   3,769 0 0
Chevron Corp COM 166764100   6,671 39,563 SH   SOLE   39,563 0 0
Cintas Corp COM 172908105   2,319 4,821 SH   SOLE   4,821 0 0
Coca-Cola Co COM 191216100   784 14,000 SH   SOLE   14,000 0 0
Colgate Palmolive Co COM 194162103   648 9,111 SH   SOLE   9,111 0 0
Costco Wholesale Corp COM 22160k105   3,969 7,025 SH   SOLE   7,025 0 0
CRH PLC COM g25508105   556 10,150 SH   SOLE   10,150 0 0
CSX Corp COM 126408103   853 27,736 SH   SOLE   27,736 0 0
Cummins Inc COM 231021106   774 3,389 SH   SOLE   3,389 0 0
D R Horton Inc COM 23331a109   1,398 13,010 SH   SOLE   13,010 0 0
Datadog Inc Cl A COM 23804l103   204 2,245 SH   SOLE   2,245 0 0
Devon Energy Corp COM 25179m103   2,550 53,462 SH   SOLE   53,462 0 0
Diamondback Energy Inc COM 25278x109   3,821 24,673 SH   SOLE   24,673 0 0
Disney Walt Co Disney COM 254687106   1,384 17,070 SH   SOLE   17,070 0 0
Dow Inc COM 260557103   1,108 21,489 SH   SOLE   21,489 0 0
Eli Lilly & Co COM 532457108   5,927 11,034 SH   SOLE   11,034 0 0
EOG Resources Inc COM 26875p101   804 6,344 SH   SOLE   6,344 0 0
Evercore Partners Inc Class A COM 29977a105   3,994 28,970 SH   SOLE   28,970 0 0
Exxon Mobil Corp COM 30231g102   1,530 13,015 SH   SOLE   13,015 0 0
Ferrari NV COM n3167y103   816 2,760 SH   SOLE   2,760 0 0
Fluence Energy Inc Cl A COM 34379v103   1,900 82,625 SH   SOLE   82,625 0 0
Fortinet Inc COM 34959e109   1,154 19,665 SH   SOLE   19,665 0 0
Freeport-McMoran Inc COM 35671d857   2,245 60,212 SH   SOLE   60,212 0 0
Generac Holdings Inc COM 368736104   594 5,447 SH   SOLE   5,447 0 0
General Electric Co New COM 369604301   1,052 9,519 SH   SOLE   9,519 0 0
Gxo Logistics Incorporated COM 36262g101   3,390 57,793 SH   SOLE   57,793 0 0
Home Depot Inc COM 437076102   7,084 23,446 SH   SOLE   23,446 0 0
Honeywell Intl Inc COM 438516106   926 5,015 SH   SOLE   5,015 0 0
Howmet Aerospace Inc COM 443201108   694 15,015 SH   SOLE   15,015 0 0
Inmode Ltd COM m5425m103   3,156 103,624 SH   SOLE   103,624 0 0
Intel Corp COM 458140100   1,750 49,237 SH   SOLE   49,237 0 0
Intercontinental Exchange Inc COM 45866f104   3,025 27,494 SH   SOLE   27,494 0 0
Intuitive Surgical Inc COM 46120e602   4,890 16,730 SH   SOLE   16,730 0 0
Johnson & Johnson COM 478160104   5,829 37,423 SH   SOLE   37,423 0 0
JPMorgan Chase & Co COM 46625h100   211 1,457 SH   SOLE   1,457 0 0
Kinsale Cap Group Inc COM 49714p108   331 800 SH   SOLE   800 0 0
KLA-Tencor Corp COM 482480100   5,065 11,043 SH   SOLE   11,043 0 0
Lam Research Corp COM 512807108   1,539 2,455 SH   SOLE   2,455 0 0
Lauder Estee Cos Inc Cl A COM 518439104   443 3,065 SH   SOLE   3,065 0 0
Linde PLC COM g54950103   4,775 12,824 SH   SOLE   12,824 0 0
Lockheed Martin Corp COM 539830109   1,280 3,130 SH   SOLE   3,130 0 0
Lululemon Athletica Inc COM 550021109   255 660 SH   SOLE   660 0 0
LyondellBasell Industries NV A COM n53745100   359 3,790 SH   SOLE   3,790 0 0
Marathon Petroleum Corp COM 56585a102   1,870 12,355 SH   SOLE   12,355 0 0
MasterCard Inc Cl A COM 57636q104   3,553 8,974 SH   SOLE   8,974 0 0
Merck & Co Inc COM 58933y105   3,317 32,215 SH   SOLE   32,215 0 0
Meta Platforms Inc Cl A COM 30303m102   9,415 31,360 SH   SOLE   31,360 0 0
Micron Technology Inc COM 595112103   758 11,144 SH   SOLE   11,144 0 0
Microsoft Corp COM 594918104   14,573 46,154 SH   SOLE   46,154 0 0
Mongodb Inc Cl A COM 60937p106   4,101 11,856 SH   SOLE   11,856 0 0
Monster Beverage Corp COM 61174x109   256 4,840 SH   SOLE   4,840 0 0
Morgan Stanley COM 617446448   1,051 12,873 SH   SOLE   12,873 0 0
NASDAQ Inc COM 631103108   427 8,779 SH   SOLE   8,779 0 0
Netflix Inc COM 64110l106   2,009 5,321 SH   SOLE   5,321 0 0
Nextera Energy Inc COM 65339f101   643 11,225 SH   SOLE   11,225 0 0
Nike Inc Cl B COM 654106103   1,291 13,497 SH   SOLE   13,497 0 0
Nova Measuring Instruments Ltd COM m7516k103   734 6,530 SH   SOLE   6,530 0 0
NVIDIA Corp COM 67066g104   9,644 22,170 SH   SOLE   22,170 0 0
NXP Semiconductors NV COM n6596x109   2,670 13,353 SH   SOLE   13,353 0 0
Occidental Petroleum Corp COM 674599105   1,162 17,905 SH   SOLE   17,905 0 0
ON Semiconductor Corp COM 682189105   4,103 44,144 SH   SOLE   44,144 0 0
Onto Innovation Inc COM 683344105   2,179 17,085 SH   SOLE   17,085 0 0
Owl Rock Capital Corporation COM 69121k104   732 52,850 SH   SOLE   52,850 0 0
Palo Alto Networks Inc COM 697435105   4,731 20,180 SH   SOLE   20,180 0 0
Pioneer Natural Resources Co COM 723787107   3,915 17,057 SH   SOLE   17,057 0 0
Price T Rowe Group Inc COM 74144t108   1,259 12,007 SH   SOLE   12,007 0 0
Procter & Gamble Co COM 742718109   943 6,465 SH   SOLE   6,465 0 0
Regeneron Pharmaceuticals COM 75886f107   3,380 4,107 SH   SOLE   4,107 0 0
Roper Technologies Inc Com COM 776696106   490 1,011 SH   SOLE   1,011 0 0
S&P Global Inc COM 78409v104   2,162 5,917 SH   SOLE   5,917 0 0
Salesforce.com Inc COM 79466l302   1,433 7,069 SH   SOLE   7,069 0 0
Schlumberger Ltd COM 806857108   925 15,865 SH   SOLE   15,865 0 0
ServiceNow Inc COM 81762p102   1,249 2,234 SH   SOLE   2,234 0 0
Sherwin Williams Co COM 824348106   2,067 8,105 SH   SOLE   8,105 0 0
Snowflake Inc Cl A COM 833445109   480 3,140 SH   SOLE   3,140 0 0
Synopsys Inc COM 871607107   719 1,567 SH   SOLE   1,567 0 0
Tesla Motors Inc COM 88160r101   2,997 11,976 SH   SOLE   11,976 0 0
Thermo Fisher Scientific Inc COM 883556102   6,746 13,327 SH   SOLE   13,327 0 0
TJX Cos Inc COM 872540109   231 2,600 SH   SOLE   2,600 0 0
Trane Technologies PLC COM g8994e103   1,055 5,200 SH   SOLE   5,200 0 0
United Rentals Inc COM 911363109   6,788 15,268 SH   SOLE   15,268 0 0
UnitedHealth Group Inc COM 91324p102   9,344 18,532 SH   SOLE   18,532 0 0
Valero Energy Corp COM 91913y100   1,619 11,425 SH   SOLE   11,425 0 0
Veeva Systems Inc Cl A COM 922475108   1,352 6,647 SH   SOLE   6,647 0 0
Vertex Pharmaceuticals Inc COM 92532f100   2,762 7,942 SH   SOLE   7,942 0 0
Visteon Corp COM 92839u206   735 5,321 SH   SOLE   5,321 0 0
Willscot Mobil Mini Hldng Corp COM 971378104   277 6,653 SH   SOLE   6,653 0 0
Workday Inc Cl A COM 98138h101   525 2,445 SH   SOLE   2,445 0 0
XPO Inc COM 983793100   651 8,715 SH   SOLE   8,715 0 0
Zoetis Inc Cl A COM 98978v103   1,996 11,474 SH   SOLE   11,474 0 0
Apollo Global Mgmt Inc Ser A M COM 03769m304   1,260 22,985 SH   SOLE   22,985 0 0
Alibaba Group Holding Ltd Sp A COM 01609w102   269 3,105 SH   SOLE   3,105 0 0
Evolution Gaming Group Ab ADR COM 30051e104   438 4,297 SH   SOLE   4,297 0 0
Icici Bank Ltd ADR COM 45104g104   479 20,700 SH   SOLE   20,700 0 0
LVMH Moet Hennessy Louis Vuitt COM 502441306   3,877 25,555 SH   SOLE   25,555 0 0
Novo-Nordisk A/S ADR COM 670100205   1,820 20,010 SH   SOLE   20,010 0 0
Taiwan Semiconductor Mfg Ltd S COM 874039100   277 3,190 SH   SOLE   3,190 0 0
Tokyo Electron Ltd ADR COM 889110102   1,298 18,950 SH   SOLE   18,950 0 0
Direxion Daily Semiconductor 3 COM 25459w458   494 26,205 SH   SOLE   26,205 0 0
SPDR S&P 500 ETF TR COM 78462f103   590 1,381 SH   SOLE   1,381 0 0
Vanguard S&P 500 ETF COM 922908363   216 550 SH   SOLE   550 0 0
Legg Mason ClearBridge Equity MUTUAL FUND 52469h636   268 9,959 SH   SOLE   9,959 0 0
Sound Shore Fund Inc MUTUAL FUND 836083105   292 7,998 SH   SOLE   7,998 0 0
Brookfield Infrast Partners LP MLP g16252101   220 7,500 SH   SOLE   7,500 0 0
Plains All American Pipeline L BOND 726503105   322 21,000 SH   SOLE   21,000 0 0
Gaming & Leisure Properties In REIT 36467j108   534 11,720 SH   SOLE   11,720 0 0
Iron Mountain Inc REIT 46284v101   2,151 36,190 SH   SOLE   36,190 0 0