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
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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
ABBOTT LABS COM 002824100   445,670 4,289 SH   SOLE   4,289 0 0
ABBVIE INC COM 00287Y109   22,000,356 128,267 SH   SOLE   122,724 0 5,543
ADVANCED MICRO DEVICES INC COM 007903107   3,244,200 20,000 SH   SOLE   20,000 0 0
ALIGN TECHNOLOGY INC COM 016255101   1,931,440 8,000 SH   SOLE   8,000 0 0
ALPHABET INC CAP STK CL A 02079K305   34,017,605 186,756 SH   SOLE   178,330 0 8,426
AMAZON COM INC COM 023135106   29,692,476 153,648 SH   SOLE   147,752 0 5,896
CENCORA INC COM 03073E105   2,253,000 10,000 SH   SOLE   10,000 0 0
AMGEN INC COM 031162100   703,013 2,250 SH   SOLE   2,250 0 0
ANALOG DEVICES INC COM 032654105   19,760,468 86,570 SH   SOLE   82,374 0 4,196
APPLE INC COM 037833100   39,648,373 188,246 SH   SOLE   180,192 0 8,054
BANK AMERICA CORP COM 060505104   1,988,500 50,000 SH   SOLE   50,000 0 0
BOEING CO COM 097023105   2,301,698 12,646 SH   SOLE   12,646 0 0
BROADCOM INC COM 11135F101   240,830 150 SH   SOLE   150 0 0
CSX CORP COM 126408103   10,367,894 309,952 SH   SOLE   294,600 0 15,352
CVS HEALTH CORP COM 126650100   12,257,253 207,539 SH   SOLE   197,780 0 9,759
CARMAX INC COM 143130102   1,466,800 20,000 SH   SOLE   20,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   2,246,400 120,000 SH   SOLE   120,000 0 0
CATERPILLAR INC COM 149123101   899,370 2,700 SH   SOLE   2,700 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   3,132,500 50,000 SH   SOLE   50,000 0 0
CITIGROUP INC COM NEW 172967424   11,291,501 177,931 SH   SOLE   169,186 0 8,745
COLGATE PALMOLIVE CO COM 194162103   582,240 6,000 SH   SOLE   6,000 0 0
COSTCO WHSL CORP NEW COM 22160K105   2,549,970 3,000 SH   SOLE   3,000 0 0
DANAHER CORPORATION COM 235851102   812,013 3,250 SH   SOLE   3,250 0 0
DEERE & CO COM 244199105   515,236 1,379 SH   SOLE   1,379 0 0
DEXCOM INC COM 252131107   2,267,600 20,000 SH   SOLE   20,000 0 0
DISNEY WALT CO COM 254687106   3,475,150 35,000 SH   SOLE   35,000 0 0
DOLLAR GEN CORP NEW COM 256677105   1,586,760 12,000 SH   SOLE   12,000 0 0
DOLLAR TREE INC COM 256746108   12,443,403 116,544 SH   SOLE   110,284 0 6,260
DOORDASH INC CL A 25809K105   1,087,800 10,000 SH   SOLE   10,000 0 0
EOG RES INC COM 26875P101   10,694,545 84,965 SH   SOLE   80,419 0 4,546
EDWARDS LIFESCIENCES CORP COM 28176E108   15,404,175 166,766 SH   SOLE   157,786 0 8,980
EMERSON ELEC CO COM 291011104   16,643,303 151,083 SH   SOLE   142,990 0 8,093
EXXON MOBIL CORP COM 30231G102   240,601 2,090 SH   SOLE   2,090 0 0
META PLATFORMS INC CL A 30303M102   32,303,359 64,066 SH   SOLE   61,438 0 2,628
GOLDMAN SACHS GROUP INC COM 38141G104   20,351,234 44,993 SH   SOLE   43,003 0 1,990
HONEYWELL INTL INC COM 438516106   14,970,435 70,106 SH   SOLE   66,331 0 3,775
INTUITIVE SURGICAL INC COM NEW 46120E602   23,448,044 52,710 SH   SOLE   50,263 0 2,447
ISHARES TR CORE US AGGBD ET 464287226   3,602,268 37,110 SH   SOLE   37,110 0 0
JOHNSON & JOHNSON COM 478160104   248,472 1,700 SH   SOLE   1,700 0 0
LAS VEGAS SANDS CORP COM 517834107   1,770,000 40,000 SH   SOLE   40,000 0 0
ELI LILLY & CO COM 532457108   4,526,900 5,000 SH   SOLE   5,000 0 0
LOCKHEED MARTIN CORP COM 539830109   677,295 1,450 SH   SOLE   1,450 0 0
LOWES COS INC COM 548661107   12,950,261 58,742 SH   SOLE   55,580 0 3,162
MARVELL TECHNOLOGY INC COM 573874104   13,341,673 190,868 SH   SOLE   180,633 0 10,235
MASTERCARD INCORPORATED CL A 57636Q104   17,213,622 39,019 SH   SOLE   37,070 0 1,949
MCDONALDS CORP COM 580135101   656,978 2,578 SH   SOLE   2,578 0 0
MERCK & CO INC COM 58933Y105   3,033,100 24,500 SH   SOLE   24,500 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   1,397,590 1,000 SH   SOLE   1,000 0 0
MICROSOFT CORP COM 594918104   47,840,187 107,037 SH   SOLE   102,462 0 4,575
NIKE INC CL B 654106103   467,294 6,200 SH   SOLE   6,200 0 0
NORFOLK SOUTHN CORP COM 655844108   12,002,030 55,904 SH   SOLE   52,894 0 3,010
NVIDIA CORPORATION COM 67066G104   47,405,387 383,725 SH   SOLE   366,295 0 17,430
OREILLY AUTOMOTIVE INC COM 67103H107   2,112,120 2,000 SH   SOLE   2,000 0 0
PAYPAL HLDGS INC COM 70450Y103   5,588,869 96,310 SH   SOLE   92,252 0 4,058
PEPSICO INC COM 713448108   731,135 4,433 SH   SOLE   4,433 0 0
PROCTER AND GAMBLE CO COM 742718109   710,640 4,309 SH   SOLE   4,309 0 0
RTX CORPORATION COM 75513E101   316,329 3,151 SH   SOLE   3,151 0 0
HENRY SCHEIN INC COM 806407102   1,923,000 30,000 SH   SOLE   30,000 0 0
SCHLUMBERGER LTD COM STK 806857108   1,651,300 35,000 SH   SOLE   35,000 0 0
SCHWAB CHARLES CORP COM 808513105   1,842,250 25,000 SH   SOLE   25,000 0 0
STARBUCKS CORP COM 855244109   13,749,400 176,614 SH   SOLE   168,205 0 8,409
STRYKER CORPORATION COM 863667101   2,381,750 7,000 SH   SOLE   7,000 0 0
SYSCO CORP COM 871829107   15,109,194 211,643 SH   SOLE   200,992 0 10,651
TJX COS INC NEW COM 872540109   3,303,000 30,000 SH   SOLE   30,000 0 0
TARGET CORP COM 87612E106   18,125,277 122,435 SH   SOLE   117,246 0 5,189
THERMO FISHER SCIENTIFIC INC COM 883556102   13,832,742 25,014 SH   SOLE   23,724 0 1,290
UNITEDHEALTH GROUP INC COM 91324P102   12,062,842 23,687 SH   SOLE   22,630 0 1,057
VISA INC COM CL A 92826C839   12,653,154 48,208 SH   SOLE   46,106 0 2,102
WALMART INC COM 931142103   270,840 4,000 SH   SOLE   4,000 0 0
WELLS FARGO CO NEW COM 949746101   16,750,296 282,039 SH   SOLE   267,744 0 14,295
WESTERN DIGITAL CORP. COM 958102105   2,273,100 30,000 SH   SOLE   30,000 0 0