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   1,223 7,890 SH   SOLE   7,890 0 0
Accenture Ltd Bermuda Cl A COM g1151c101   754 2,150 SH   SOLE   2,150 0 0
Adobe Inc COM 00724f101   8,450 14,163 SH   SOLE   14,163 0 0
Advanced Micro Devices Inc COM 007903107   6,945 47,111 SH   SOLE   47,111 0 0
Airbnb Inc Cl A COM 009066101   574 4,216 SH   SOLE   4,216 0 0
Albemarle Corp COM 012653101   933 6,459 SH   SOLE   6,459 0 0
Alphabet Inc Cap Stock Cl A COM 02079k305   12,974 92,876 SH   SOLE   92,876 0 0
Amazon.com Inc COM 023135106   12,338 81,201 SH   SOLE   81,201 0 0
American Express Co COM 025816109   757 4,040 SH   SOLE   4,040 0 0
Apollo Global Mgmt Inc COM 03769m106   3,428 36,789 SH   SOLE   36,789 0 0
Apple Inc COM 037833100   10,398 54,006 SH   SOLE   54,006 0 0
Applied Materials Inc COM 038222105   3,999 24,677 SH   SOLE   24,677 0 0
Ares Management Corporation Cl COM 03990b101   1,466 12,325 SH   SOLE   12,325 0 0
Artisan Partners Asset Mgmt In COM 04316a108   421 9,530 SH   SOLE   9,530 0 0
Automatic Data Processing Inc COM 053015103   1,817 7,800 SH   SOLE   7,800 0 0
AutoZone Inc COM 053332102   7,092 2,743 SH   SOLE   2,743 0 0
Axcelis Technologies Inc COM 054540208   823 6,343 SH   SOLE   6,343 0 0
Blackstone Group Inc Cl A COM 09260d107   1,157 8,837 SH   SOLE   8,837 0 0
Blue Owl Capital Inc Cl A COM 09581b103   159 10,700 SH   SOLE   10,700 0 0
Boeing Co COM 097023105   3,232 12,401 SH   SOLE   12,401 0 0
Booking Holdings Inc COM 09857l108   5,605 1,580 SH   SOLE   1,580 0 0
Bristol Myers Squibb Co COM 110122108   410 8,000 SH   SOLE   8,000 0 0
Broadcom Inc Com COM 11135f101   7,554 6,767 SH   SOLE   6,767 0 0
Broadridge Financial Solutions COM 11133t103   266 1,295 SH   SOLE   1,295 0 0
Carpenter Technology Corp COM 144285103   275 3,885 SH   SOLE   3,885 0 0
Caterpillar Inc COM 149123101   842 2,849 SH   SOLE   2,849 0 0
Chevron Corp COM 166764100   5,253 35,215 SH   SOLE   35,215 0 0
Cintas Corp COM 172908105   3,221 5,344 SH   SOLE   5,344 0 0
Coca-Cola Co COM 191216100   825 14,000 SH   SOLE   14,000 0 0
Colgate Palmolive Co COM 194162103   726 9,111 SH   SOLE   9,111 0 0
Costco Wholesale Corp COM 22160k105   4,277 6,480 SH   SOLE   6,480 0 0
CRH PLC COM g25508105   1,438 20,797 SH   SOLE   20,797 0 0
CSX Corp COM 126408103   960 27,700 SH   SOLE   27,700 0 0
Cummins Inc COM 231021106   783 3,267 SH   SOLE   3,267 0 0
D R Horton Inc COM 23331a109   2,220 14,610 SH   SOLE   14,610 0 0
Devon Energy Corp COM 25179m103   863 19,055 SH   SOLE   19,055 0 0
Diamondback Energy Inc COM 25278x109   3,936 25,380 SH   SOLE   25,380 0 0
Disney Walt Co Disney COM 254687106   1,546 17,127 SH   SOLE   17,127 0 0
Dow Inc COM 260557103   1,167 21,289 SH   SOLE   21,289 0 0
Eli Lilly & Co COM 532457108   6,085 10,438 SH   SOLE   10,438 0 0
Emcor Group Inc COM 29084q100   1,152 5,348 SH   SOLE   5,348 0 0
EOG Resources Inc COM 26875p101   816 6,743 SH   SOLE   6,743 0 0
Evercore Partners Inc Class A COM 29977a105   5,193 30,358 SH   SOLE   30,358 0 0
Exxon Mobil Corp COM 30231g102   1,430 14,307 SH   SOLE   14,307 0 0
Ferrari NV COM n3167y103   1,059 3,129 SH   SOLE   3,129 0 0
Fluence Energy Inc Cl A COM 34379v103   906 37,995 SH   SOLE   37,995 0 0
Freeport-McMoran Inc COM 35671d857   2,593 60,916 SH   SOLE   60,916 0 0
GE Healthcare Technologies Inc COM 36266g107   419 5,414 SH   SOLE   5,414 0 0
Generac Holdings Inc COM 368736104   1,067 8,253 SH   SOLE   8,253 0 0
General Electric Co New COM 369604301   1,519 11,904 SH   SOLE   11,904 0 0
Gxo Logistics Incorporated COM 36262g101   3,452 56,448 SH   SOLE   56,448 0 0
Home Depot Inc COM 437076102   8,136 23,476 SH   SOLE   23,476 0 0
Honeywell Intl Inc COM 438516106   884 4,215 SH   SOLE   4,215 0 0
Howmet Aerospace Inc COM 443201108   845 15,620 SH   SOLE   15,620 0 0
Ingersoll Rand Inc COM 45687v106   232 3,000 SH   SOLE   3,000 0 0
Inmode Ltd COM m5425m103   1,497 67,298 SH   SOLE   67,298 0 0
Intel Corp COM 458140100   2,073 41,258 SH   SOLE   41,258 0 0
Intercontinental Exchange Inc COM 45866f104   3,275 25,498 SH   SOLE   25,498 0 0
Intuitive Surgical Inc COM 46120e602   5,749 17,040 SH   SOLE   17,040 0 0
Johnson & Johnson COM 478160104   5,724 36,520 SH   SOLE   36,520 0 0
JPMorgan Chase & Co COM 46625h100   368 2,164 SH   SOLE   2,164 0 0
KLA-Tencor Corp COM 482480100   6,371 10,960 SH   SOLE   10,960 0 0
L3harris Technologies Inc COM 502431109   611 2,900 SH   SOLE   2,900 0 0
Lam Research Corp COM 512807108   1,903 2,429 SH   SOLE   2,429 0 0
Lauder Estee Cos Inc Cl A COM 518439104   1,422 9,725 SH   SOLE   9,725 0 0
Linde PLC COM g54950103   5,406 13,162 SH   SOLE   13,162 0 0
Lockheed Martin Corp COM 539830109   1,419 3,130 SH   SOLE   3,130 0 0
Lululemon Athletica Inc COM 550021109   452 885 SH   SOLE   885 0 0
Marathon Petroleum Corp COM 56585a102   2,115 14,253 SH   SOLE   14,253 0 0
MasterCard Inc Cl A COM 57636q104   3,938 9,233 SH   SOLE   9,233 0 0
Merck & Co Inc COM 58933y105   2,675 24,534 SH   SOLE   24,534 0 0
Meta Platforms Inc Cl A COM 30303m102   10,993 31,057 SH   SOLE   31,057 0 0
Micron Technology Inc COM 595112103   1,234 14,461 SH   SOLE   14,461 0 0
Microsoft Corp COM 594918104   16,835 44,770 SH   SOLE   44,770 0 0
Mobileye Global Inc Mon Class COM 60741f104   336 7,750 SH   SOLE   7,750 0 0
Mongodb Inc Cl A COM 60937p106   4,650 11,374 SH   SOLE   11,374 0 0
Morgan Stanley COM 617446448   392 4,199 SH   SOLE   4,199 0 0
NASDAQ Inc COM 631103108   569 9,779 SH   SOLE   9,779 0 0
Netflix Inc COM 64110l106   2,426 4,982 SH   SOLE   4,982 0 0
Nextera Energy Inc COM 65339f101   626 10,300 SH   SOLE   10,300 0 0
Nike Inc Cl B COM 654106103   1,517 13,975 SH   SOLE   13,975 0 0
Nova Measuring Instruments Ltd COM m7516k103   639 4,650 SH   SOLE   4,650 0 0
NVIDIA Corp COM 67066g104   10,391 20,982 SH   SOLE   20,982 0 0
NXP Semiconductors NV COM n6596x109   3,067 13,353 SH   SOLE   13,353 0 0
ON Semiconductor Corp COM 682189105   217 2,600 SH   SOLE   2,600 0 0
Onto Innovation Inc COM 683344105   2,538 16,599 SH   SOLE   16,599 0 0
Owl Rock Capital Corporation COM 69121k104   782 53,000 SH   SOLE   53,000 0 0
Palo Alto Networks Inc COM 697435105   5,219 17,699 SH   SOLE   17,699 0 0
Pioneer Natural Resources Co COM 723787107   5,217 23,201 SH   SOLE   23,201 0 0
Price T Rowe Group Inc COM 74144t108   1,191 11,059 SH   SOLE   11,059 0 0
Procter & Gamble Co COM 742718109   895 6,107 SH   SOLE   6,107 0 0
Regeneron Pharmaceuticals COM 75886f107   3,985 4,537 SH   SOLE   4,537 0 0
Roper Technologies Inc Com COM 776696106   684 1,254 SH   SOLE   1,254 0 0
S&P Global Inc COM 78409v104   989 2,246 SH   SOLE   2,246 0 0
Salesforce.com Inc COM 79466l302   1,684 6,399 SH   SOLE   6,399 0 0
ServiceNow Inc COM 81762p102   1,580 2,237 SH   SOLE   2,237 0 0
Sherwin Williams Co COM 824348106   2,229 7,148 SH   SOLE   7,148 0 0
Snowflake Inc Cl A COM 833445109   505 2,540 SH   SOLE   2,540 0 0
Synopsys Inc COM 871607107   1,138 2,210 SH   SOLE   2,210 0 0
Tesla Motors Inc COM 88160r101   3,073 12,369 SH   SOLE   12,369 0 0
Thermo Fisher Scientific Inc COM 883556102   6,822 12,853 SH   SOLE   12,853 0 0
TJX Cos Inc COM 872540109   391 4,170 SH   SOLE   4,170 0 0
Trane Technologies PLC COM g8994e103   1,024 4,200 SH   SOLE   4,200 0 0
Transdigm Group Inc COM 893641100   970 959 SH   SOLE   959 0 0
United Rentals Inc COM 911363109   8,182 14,269 SH   SOLE   14,269 0 0
UnitedHealth Group Inc COM 91324p102   9,513 18,069 SH   SOLE   18,069 0 0
Valero Energy Corp COM 91913y100   1,258 9,680 SH   SOLE   9,680 0 0
Veeva Systems Inc Cl A COM 922475108   552 2,866 SH   SOLE   2,866 0 0
Vertex Pharmaceuticals Inc COM 92532f100   3,861 9,489 SH   SOLE   9,489 0 0
Workday Inc Cl A COM 98138h101   609 2,207 SH   SOLE   2,207 0 0
Xp Inc Cl A COM g98239109   360 13,800 SH   SOLE   13,800 0 0
XPO Inc COM 983793100   314 3,582 SH   SOLE   3,582 0 0
Zoetis Inc Cl A COM 98978v103   829 4,200 SH   SOLE   4,200 0 0
Apollo Global Mgmt Inc Ser A M COM 03769m304   2,508 44,625 SH   SOLE   44,625 0 0
LVMH Moet Hennessy Louis Vuitt COM 502441306   5,028 31,024 SH   SOLE   31,024 0 0
Novo-Nordisk A/S ADR COM 670100205   2,514 24,305 SH   SOLE   24,305 0 0
Taiwan Semiconductor Mfg Ltd S COM 874039100   436 4,190 SH   SOLE   4,190 0 0
Tokyo Electron Ltd ADR COM 889110102   1,527 17,050 SH   SOLE   17,050 0 0
Direxion Daily Semiconductor 3 COM 25459w458   513 16,342 SH   SOLE   16,342 0 0
JPMorgan Exchange Traded Fund COM 46654q203   374 7,500 SH   SOLE   7,500 0 0
SPDR S&P 500 ETF TR COM 78462f103   666 1,401 SH   SOLE   1,401 0 0
Vanguard S&P 500 ETF COM 922908363   238 545 SH   SOLE   545 0 0
Brookfield Infrast Partners LP MLP g16252101   236 7,500 SH   SOLE   7,500 0 0
Plains All American Pipeline L BOND 726503105   318 21,000 SH   SOLE   21,000 0 0
Gaming & Leisure Properties In REIT 36467j108   662 13,420 SH   SOLE   13,420 0 0
Iron Mountain Inc REIT 46284v101   2,533 36,190 SH   SOLE   36,190 0 0