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
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   892,620 13,500 SH   SOLE   13,500 0 0
ABBOTT LABS COM 002824100   1,467,156 14,489 SH   SOLE   14,489 0 0
ABBVIE INC COM 00287Y109   14,608,332 91,663 SH   SOLE   91,517 0 146
ADOBE SYSTEMS INCORPORATED COM 00724F101   6,890,416 17,880 SH   SOLE   17,841 0 39
ADVANCED MICRO DEVICES INC COM 007903107   2,803,086 28,600 SH   SOLE   28,600 0 0
ALPHABET INC CAP STK CL A 02079K305   9,636,102 92,896 SH   SOLE   92,696 0 200
AMAZON COM INC COM 023135106   10,378,373 100,478 SH   SOLE   100,231 0 247
AMERISOURCEBERGEN CORP COM 03073E105   2,585,776 16,150 SH   SOLE   16,150 0 0
AMGEN INC COM 031162100   628,550 2,600 SH   SOLE   2,600 0 0
ANALOG DEVICES INC COM 032654105   9,994,123 50,675 SH   SOLE   50,543 0 132
APPLE INC COM 037833100   20,116,316 121,991 SH   SOLE   121,723 0 268
ATLASSIAN CORPORATION CL A 049468101   487,834 2,850 SH   SOLE   2,850 0 0
BANK AMERICA CORP COM 060505104   900,900 31,500 SH   SOLE   31,500 0 0
BANK NEW YORK MELLON CORP COM 064058100   340,800 7,500 SH   SOLE   7,500 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   680,680 7,000 SH   SOLE   7,000 0 0
BIOGEN INC COM 09062X103   1,668,180 6,000 SH   SOLE   6,000 0 0
BOEING CO COM 097023105   3,982,213 18,746 SH   SOLE   18,746 0 0
BOSTON SCIENTIFIC CORP COM 101137107   995,597 19,900 SH   SOLE   19,900 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   315,846 4,557 SH   SOLE   4,557 0 0
CSX CORP COM 126408103   6,340,484 211,773 SH   SOLE   211,147 0 626
CVS HEALTH CORP COM 126650100   1,491,773 20,075 SH   SOLE   20,075 0 0
CARLISLE COS INC COM 142339100   2,373,735 10,500 SH   SOLE   10,500 0 0
CATERPILLAR INC COM 149123101   617,868 2,700 SH   SOLE   2,700 0 0
CELANESE CORP DEL COM 150870103   914,676 8,400 SH   SOLE   8,400 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   1,708,290 1,000 SH   SOLE   1,000 0 0
CISCO SYS INC COM 17275R102   10,054,939 192,347 SH   SOLE   191,927 0 420
CITIGROUP INC COM NEW 172967424   3,647,010 77,778 SH   SOLE   77,633 0 145
COLGATE PALMOLIVE CO COM 194162103   450,900 6,000 SH   SOLE   6,000 0 0
COSTCO WHSL CORP NEW COM 22160K105   1,490,610 3,000 SH   SOLE   3,000 0 0
CUMMINS INC COM 231021106   991,352 4,150 SH   SOLE   4,150 0 0
DANAHER CORPORATION COM 235851102   911,881 3,618 SH   SOLE   3,618 0 0
DEERE & CO COM 244199105   2,633,762 6,379 SH   SOLE   6,379 0 0
DEVON ENERGY CORP NEW COM 25179M103   2,333,121 46,100 SH   SOLE   46,100 0 0
DEXCOM INC COM 252131107   2,370,072 20,400 SH   SOLE   20,400 0 0
DISNEY WALT CO COM 254687106   1,501,950 15,000 SH   SOLE   15,000 0 0
DOORDASH INC CL A 25809K105   635,600 10,000 SH   SOLE   10,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   8,007,519 96,791 SH   SOLE   96,491 0 300
ELANCO ANIMAL HEALTH INC COM 28414H103   2,144,601 228,149 SH   SOLE   227,540 0 609
EXXON MOBIL CORP COM 30231G102   229,189 2,090 SH   SOLE   2,090 0 0
META PLATFORMS INC CL A 30303M102   12,126,783 57,218 SH   SOLE   57,150 0 68
FISERV INC COM 337738108   361,696 3,200 SH   SOLE   3,200 0 0
FLUOR CORP NEW COM 343412102   5,859,269 189,559 SH   SOLE   189,023 0 536
FORD MTR CO DEL COM 345370860   894,600 71,000 SH   SOLE   71,000 0 0
GLOBAL PMTS INC COM 37940X102   499,890 4,750 SH   SOLE   4,750 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   9,013,516 27,555 SH   SOLE   27,496 0 59
HALLIBURTON CO COM 406216101   686,588 21,700 SH   SOLE   21,700 0 0
HUMANA INC COM 444859102   436,914 900 SH   SOLE   900 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   983,972 10,700 SH   SOLE   10,700 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   11,785,853 46,134 SH   SOLE   46,057 0 77
INTUIT COM 461202103   913,951 2,050 SH   SOLE   2,050 0 0
JPMORGAN CHASE & CO COM 46625H100   6,370,856 48,890 SH   SOLE   48,780 0 110
JOHNSON & JOHNSON COM 478160104   263,500 1,700 SH   SOLE   1,700 0 0
KINDER MORGAN INC DEL COM 49456B101   297,670 17,000 SH   SOLE   17,000 0 0
LAS VEGAS SANDS CORP COM 517834107   3,046,229 53,024 SH   SOLE   53,024 0 0
LILLY ELI & CO COM 532457108   12,244,984 35,656 SH   SOLE   35,572 0 84
LOCKHEED MARTIN CORP COM 539830109   685,458 1,450 SH   SOLE   1,450 0 0
LOWES COS INC COM 548661107   699,895 3,500 SH   SOLE   3,500 0 0
M & T BK CORP COM 55261F104   269,032 2,250 SH   SOLE   2,250 0 0
MARRIOTT INTL INC NEW CL A 571903202   664,160 4,000 SH   SOLE   4,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   8,927,594 206,180 SH   SOLE   205,930 0 250
MASTERCARD INCORPORATED CL A 57636Q104   9,200,088 25,316 SH   SOLE   25,260 0 56
MCDONALDS CORP COM 580135101   730,621 2,613 SH   SOLE   2,613 0 0
MERCADOLIBRE INC COM 58733R102   521,952 396 SH   SOLE   396 0 0
MERCK & CO INC COM 58933Y105   596,103 5,603 SH   SOLE   5,603 0 0
MICROSOFT CORP COM 594918104   17,731,891 61,505 SH   SOLE   61,373 0 132
NIKE INC CL B 654106103   576,408 4,700 SH   SOLE   4,700 0 0
NORFOLK SOUTHN CORP COM 655844108   6,313,148 29,779 SH   SOLE   29,718 0 61
NVIDIA CORPORATION COM 67066G104   13,550,454 48,783 SH   SOLE   48,663 0 120
OREILLY AUTOMOTIVE INC COM 67103H107   2,423,838 2,855 SH   SOLE   2,855 0 0
PAYPAL HLDGS INC COM 70450Y103   5,500,866 72,437 SH   SOLE   72,317 0 120
PEPSICO INC COM 713448108   808,136 4,433 SH   SOLE   4,433 0 0
PFIZER INC COM 717081103   213,996 5,245 SH   SOLE   5,245 0 0
PROCTER AND GAMBLE CO COM 742718109   651,560 4,382 SH   SOLE   4,382 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   308,577 3,151 SH   SOLE   3,151 0 0
SCHLUMBERGER LTD COM STK 806857108   2,405,900 49,000 SH   SOLE   49,000 0 0
SNOWFLAKE INC CL A 833445109   478,299 3,100 SH   SOLE   3,100 0 0
STARBUCKS CORP COM 855244109   11,390,052 109,383 SH   SOLE   109,174 0 209
SYSCO CORP COM 871829107   6,987,770 90,480 SH   SOLE   90,310 0 170
TJX COS INC NEW COM 872540109   10,771,836 137,466 SH   SOLE   137,224 0 242
T-MOBILE US INC COM 872590104   506,940 3,500 SH   SOLE   3,500 0 0
TARGET CORP COM 87612E106   1,940,852 11,718 SH   SOLE   11,718 0 0
US BANCORP DEL COM NEW 902973304   4,553,367 126,307 SH   SOLE   126,060 0 247
ULTA BEAUTY INC COM 90384S303   12,632,260 23,150 SH   SOLE   23,100 0 50
UNITEDHEALTH GROUP INC COM 91324P102   1,890,360 4,000 SH   SOLE   4,000 0 0
VISA INC COM CL A 92826C839   6,578,697 29,179 SH   SOLE   29,135 0 44
WELLS FARGO CO NEW COM 949746101   5,159,412 138,026 SH   SOLE   137,804 0 222
ZOETIS INC CL A 98978V103   2,468,472 14,831 SH   SOLE   14,831 0 0