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
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   516,000 9,800 SH   SOLE   9,800 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   650,000 13,142 SH   SOLE   13,142 0 0
ABBOTT LABS COM 002824100   690,000 6,289 SH   SOLE   6,289 0 0
ABBVIE INC COM 00287Y109   12,055,000 74,596 SH   SOLE   74,320 0 276
ADOBE SYSTEMS INCORPORATED COM 00724F101   5,148,000 15,297 SH   SOLE   15,222 0 75
ADVANCED MICRO DEVICES INC COM 007903107   1,295,000 20,000 SH   SOLE   20,000 0 0
ALPHABET INC CAP STK CL A 02079K305   7,167,000 81,232 SH   SOLE   80,852 0 380
AMAZON COM INC COM 023135106   7,337,000 87,342 SH   SOLE   87,102 0 240
AMERISOURCEBERGEN CORP COM 03073E105   2,983,000 18,000 SH   SOLE   18,000 0 0
AMGEN INC COM 031162100   683,000 2,600 SH   SOLE   2,600 0 0
ANALOG DEVICES INC COM 032654105   6,802,000 41,470 SH   SOLE   41,266 0 204
APPLE INC COM 037833100   13,420,000 103,283 SH   SOLE   102,858 0 425
ATLASSIAN CORPORATION CL A 049468101   830,000 6,450 SH   SOLE   6,450 0 0
BANK AMERICA CORP COM 060505104   994,000 30,000 SH   SOLE   30,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   724,000 7,000 SH   SOLE   7,000 0 0
BOEING CO COM 097023105   3,857,000 20,246 SH   SOLE   20,246 0 0
BOSTON SCIENTIFIC CORP COM 101137107   1,018,000 22,000 SH   SOLE   22,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   328,000 4,557 SH   SOLE   4,557 0 0
CVS HEALTH CORP COM 126650100   3,026,000 32,475 SH   SOLE   32,475 0 0
CATERPILLAR INC COM 149123101   647,000 2,700 SH   SOLE   2,700 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   1,387,000 1,000 SH   SOLE   1,000 0 0
CISCO SYS INC COM 17275R102   7,715,000 161,935 SH   SOLE   161,339 0 596
CITIGROUP INC COM NEW 172967424   2,872,000 63,491 SH   SOLE   63,184 0 307
COLGATE PALMOLIVE CO COM 194162103   473,000 6,000 SH   SOLE   6,000 0 0
COSTCO WHSL CORP NEW COM 22160K105   1,369,000 3,000 SH   SOLE   3,000 0 0
CUMMINS INC COM 231021106   1,296,000 5,350 SH   SOLE   5,350 0 0
DANAHER CORPORATION COM 235851102   960,000 3,618 SH   SOLE   3,618 0 0
DEERE & CO COM 244199105   3,936,000 9,179 SH   SOLE   9,179 0 0
DEVON ENERGY CORP NEW COM 25179M103   2,614,000 42,500 SH   SOLE   42,500 0 0
DEXCOM INC COM 252131107   1,744,000 15,400 SH   SOLE   15,400 0 0
DISNEY WALT CO COM 254687106   695,000 8,000 SH   SOLE   8,000 0 0
DOORDASH INC CL A 25809K105   1,015,000 20,786 SH   SOLE   20,786 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   5,951,000 79,756 SH   SOLE   79,262 0 494
ELANCO ANIMAL HEALTH INC COM 28414H103   2,265,000 185,362 SH   SOLE   184,291 0 1,071
EXXON MOBIL CORP COM 30231G102   231,000 2,090 SH   SOLE   2,090 0 0
META PLATFORMS INC CL A 30303M102   5,242,000 43,557 SH   SOLE   43,437 0 120
FISERV INC COM 337738108   1,546,000 15,300 SH   SOLE   15,300 0 0
FLUOR CORP NEW COM 343412102   5,370,000 154,948 SH   SOLE   154,046 0 902
GLOBAL PMTS INC COM 37940X102   372,000 3,750 SH   SOLE   3,750 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   9,032,000 26,304 SH   SOLE   26,193 0 111
HALLIBURTON CO COM 406216101   748,000 19,000 SH   SOLE   19,000 0 0
HONEYWELL INTL INC COM 438516106   1,286,000 6,000 SH   SOLE   6,000 0 0
HUMANA INC COM 444859102   461,000 900 SH   SOLE   900 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   10,486,000 39,516 SH   SOLE   39,377 0 139
INTUIT COM 461202103   973,000 2,500 SH   SOLE   2,500 0 0
JPMORGAN CHASE & CO COM 46625H100   5,372,000 40,060 SH   SOLE   39,850 0 210
JOHNSON & JOHNSON COM 478160104   300,000 1,700 SH   SOLE   1,700 0 0
LAS VEGAS SANDS CORP COM 517834107   2,933,000 61,024 SH   SOLE   61,024 0 0
LILLY ELI & CO COM 532457108   11,171,000 30,535 SH   SOLE   30,421 0 114
LOCKHEED MARTIN CORP COM 539830109   705,000 1,450 SH   SOLE   1,450 0 0
LULULEMON ATHLETICA INC COM 550021109   383,000 1,197 SH   SOLE   1,197 0 0
MGM RESORTS INTERNATIONAL COM 552953101   535,000 15,949 SH   SOLE   15,949 0 0
MARVELL TECHNOLOGY INC COM 573874104   4,283,000 115,626 SH   SOLE   115,069 0 557
MASTERCARD INCORPORATED CL A 57636Q104   7,780,000 22,373 SH   SOLE   22,274 0 99
MCDONALDS CORP COM 580135101   689,000 2,613 SH   SOLE   2,613 0 0
MERCADOLIBRE INC COM 58733R102   564,000 667 SH   SOLE   667 0 0
MERCK & CO INC COM 58933Y105   622,000 5,603 SH   SOLE   5,603 0 0
MICROSOFT CORP COM 594918104   12,699,000 52,952 SH   SOLE   52,713 0 239
NETFLIX INC COM 64110L106   292,000 989 SH   SOLE   989 0 0
NIKE INC CL B 654106103   550,000 4,700 SH   SOLE   4,700 0 0
NORFOLK SOUTHN CORP COM 655844108   5,989,000 24,303 SH   SOLE   24,185 0 118
NVIDIA CORPORATION COM 67066G104   6,993,000 47,853 SH   SOLE   47,623 0 230
OREILLY AUTOMOTIVE INC COM 67103H107   2,410,000 2,855 SH   SOLE   2,855 0 0
PNC FINL SVCS GROUP INC COM 693475105   6,287,000 39,807 SH   SOLE   39,624 0 183
PAPA JOHNS INTL INC COM 698813102   823,000 10,000 SH   SOLE   10,000 0 0
PAYPAL HLDGS INC COM 70450Y103   4,293,000 60,275 SH   SOLE   60,046 0 229
PEPSICO INC COM 713448108   801,000 4,433 SH   SOLE   4,433 0 0
PFIZER INC COM 717081103   525,000 10,245 SH   SOLE   10,245 0 0
PROCTER AND GAMBLE CO COM 742718109   664,000 4,382 SH   SOLE   4,382 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   1,499,000 14,851 SH   SOLE   14,851 0 0
ROKU INC COM CL A 77543R102   309,000 7,596 SH   SOLE   7,596 0 0
SALESFORCE INC COM 79466L302   430,000 3,246 SH   SOLE   3,246 0 0
SCHLUMBERGER LTD COM STK 806857108   2,620,000 49,000 SH   SOLE   49,000 0 0
SNOWFLAKE INC CL A 833445109   502,000 3,500 SH   SOLE   3,500 0 0
STARBUCKS CORP COM 855244109   7,671,000 77,329 SH   SOLE   76,949 0 380
SYSCO CORP COM 871829107   5,600,000 73,256 SH   SOLE   73,012 0 244
TJX COS INC NEW COM 872540109   9,507,000 119,435 SH   SOLE   119,075 0 360
TARGET CORP COM 87612E106   1,575,000 10,565 SH   SOLE   10,565 0 0
US BANCORP DEL COM NEW 902973304   4,322,000 99,113 SH   SOLE   98,594 0 519
ULTA BEAUTY INC COM 90384S303   10,554,000 22,500 SH   SOLE   22,427 0 73
UNITEDHEALTH GROUP INC COM 91324P102   2,121,000 4,000 SH   SOLE   4,000 0 0
VISA INC COM CL A 92826C839   5,317,000 25,591 SH   SOLE   25,509 0 82
WELLS FARGO CO NEW COM 949746101   5,875,000 142,287 SH   SOLE   141,825 0 462