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
CHUBB LIMITED COM H1467J104   12,651,763 48,824 SH   SOLE   46,372 0 2,452
ABBOTT LABS COM 002824100   487,488 4,289 SH   SOLE   4,289 0 0
ABBVIE INC COM 00287Y109   21,156,560 116,181 SH   SOLE   110,941 0 5,240
ADOBE INC COM 00724F101   2,018,400 4,000 SH   SOLE   4,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   3,609,800 20,000 SH   SOLE   20,000 0 0
ALIGN TECHNOLOGY INC COM 016255101   2,623,360 8,000 SH   SOLE   8,000 0 0
ALPHABET INC CAP STK CL A 02079K305   25,424,762 168,454 SH   SOLE   160,496 0 7,958
AMAZON COM INC COM 023135106   24,376,914 135,142 SH   SOLE   129,574 0 5,568
CENCORA INC COM 03073E105   2,429,900 10,000 SH   SOLE   10,000 0 0
AMGEN INC COM 031162100   639,720 2,250 SH   SOLE   2,250 0 0
ANALOG DEVICES INC COM 032654105   15,315,671 77,434 SH   SOLE   73,468 0 3,966
APPLE INC COM 037833100   29,114,903 169,786 SH   SOLE   162,173 0 7,613
BANK AMERICA CORP COM 060505104   1,137,600 30,000 SH   SOLE   30,000 0 0
BOEING CO COM 097023105   2,440,552 12,646 SH   SOLE   12,646 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   247,126 4,557 SH   SOLE   4,557 0 0
CSX CORP COM 126408103   11,170,303 301,330 SH   SOLE   286,819 0 14,511
CVS HEALTH CORP COM 126650100   14,867,583 186,404 SH   SOLE   177,180 0 9,224
CARMAX INC COM 143130102   1,742,200 20,000 SH   SOLE   20,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   1,960,800 120,000 SH   SOLE   120,000 0 0
CATERPILLAR INC COM 149123101   989,361 2,700 SH   SOLE   2,700 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   2,906,770 1,000 SH   SOLE   1,000 0 0
CITIGROUP INC COM NEW 172967424   10,051,555 158,943 SH   SOLE   150,677 0 8,266
COLGATE PALMOLIVE CO COM 194162103   540,300 6,000 SH   SOLE   6,000 0 0
COSTCO WHSL CORP NEW COM 22160K105   2,197,890 3,000 SH   SOLE   3,000 0 0
DANAHER CORPORATION COM 235851102   811,590 3,250 SH   SOLE   3,250 0 0
DEERE & CO COM 244199105   566,410 1,379 SH   SOLE   1,379 0 0
DEXCOM INC COM 252131107   2,774,000 20,000 SH   SOLE   20,000 0 0
DISNEY WALT CO COM 254687106   4,282,600 35,000 SH   SOLE   35,000 0 0
DOLLAR GEN CORP NEW COM 256677105   1,872,720 12,000 SH   SOLE   12,000 0 0
DOORDASH INC CL A 25809K105   1,377,200 10,000 SH   SOLE   10,000 0 0
EOG RES INC COM 26875P101   9,603,085 75,118 SH   SOLE   70,821 0 4,297
EDWARDS LIFESCIENCES CORP COM 28176E108   12,849,953 134,470 SH   SOLE   126,742 0 7,728
EMERSON ELEC CO COM 291011104   15,143,385 133,516 SH   SOLE   125,867 0 7,649
EXXON MOBIL CORP COM 30231G102   242,942 2,090 SH   SOLE   2,090 0 0
META PLATFORMS INC CL A 30303M102   28,675,441 59,054 SH   SOLE   56,572 0 2,482
GOLDMAN SACHS GROUP INC COM 38141G104   16,984,111 40,662 SH   SOLE   38,781 0 1,881
HUMANA INC COM 444859102   8,816,743 25,429 SH   SOLE   23,971 0 1,458
INTUITIVE SURGICAL INC COM NEW 46120E602   18,915,669 47,397 SH   SOLE   45,084 0 2,313
ISHARES TR CORE US AGGBD ET 464287226   3,634,553 37,110 SH   SOLE   37,110 0 0
JOHNSON & JOHNSON COM 478160104   268,923 1,700 SH   SOLE   1,700 0 0
LAS VEGAS SANDS CORP COM 517834107   2,068,000 40,000 SH   SOLE   40,000 0 0
ELI LILLY & CO COM 532457108   4,667,760 6,000 SH   SOLE   6,000 0 0
LOCKHEED MARTIN CORP COM 539830109   659,562 1,450 SH   SOLE   1,450 0 0
MARVELL TECHNOLOGY INC COM 573874104   11,958,307 168,712 SH   SOLE   159,038 0 9,674
MASTERCARD INCORPORATED CL A 57636Q104   16,747,078 34,776 SH   SOLE   32,933 0 1,843
MCDONALDS CORP COM 580135101   726,867 2,578 SH   SOLE   2,578 0 0
MERCADOLIBRE INC COM 58733R102   1,511,960 1,000 SH   SOLE   1,000 0 0
MERCK & CO INC COM 58933Y105   2,573,025 19,500 SH   SOLE   19,500 0 0
MICROSOFT CORP COM 594918104   40,853,174 97,103 SH   SOLE   92,783 0 4,320
NIKE INC CL B 654106103   582,676 6,200 SH   SOLE   6,200 0 0
NORFOLK SOUTHN CORP COM 655844108   10,474,902 41,099 SH   SOLE   38,732 0 2,367
NVIDIA CORPORATION COM 67066G104   35,217,155 38,976 SH   SOLE   37,083 0 1,893
OREILLY AUTOMOTIVE INC COM 67103H107   2,257,760 2,000 SH   SOLE   2,000 0 0
PAYPAL HLDGS INC COM 70450Y103   5,860,955 87,490 SH   SOLE   83,654 0 3,836
PEPSICO INC COM 713448108   775,819 4,433 SH   SOLE   4,433 0 0
PROCTER AND GAMBLE CO COM 742718109   699,135 4,309 SH   SOLE   4,309 0 0
RTX CORPORATION COM 75513E101   307,317 3,151 SH   SOLE   3,151 0 0
SCHLUMBERGER LTD COM STK 806857108   1,918,350 35,000 SH   SOLE   35,000 0 0
SCHWAB CHARLES CORP COM 808513105   1,808,500 25,000 SH   SOLE   25,000 0 0
STARBUCKS CORP COM 855244109   14,471,607 158,350 SH   SOLE   150,407 0 7,943
SYSCO CORP COM 871829107   15,303,810 188,517 SH   SOLE   178,449 0 10,068
TJX COS INC NEW COM 872540109   16,737,951 165,036 SH   SOLE   157,261 0 7,775
TARGET CORP COM 87612E106   19,579,933 110,490 SH   SOLE   105,585 0 4,905
THERMO FISHER SCIENTIFIC INC COM 883556102   12,916,230 22,223 SH   SOLE   21,004 0 1,219
ULTA BEAUTY INC COM 90384S303   13,070,431 24,997 SH   SOLE   23,562 0 1,435
UNITEDHEALTH GROUP INC COM 91324P102   1,978,800 4,000 SH   SOLE   4,000 0 0
VISA INC COM CL A 92826C839   12,182,679 43,653 SH   SOLE   41,666 0 1,987
WELLS FARGO CO NEW COM 949746101   14,548,308 251,006 SH   SOLE   237,493 0 13,513
WESTERN DIGITAL CORP. COM 958102105   2,047,200 30,000 SH   SOLE   30,000 0 0