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
ABBOTT LABS COM COM 002824100   417,715 3,693 SH   SOLE   3,693 0 0
ABBVIE INC COM 00287Y109   1,018,576 5,732 SH   SOLE   5,732 0 0
ADOBE INC COM 00724F101   869,349 1,955 SH   SOLE   1,955 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   433,918 3,230 SH   SOLE   3,230 0 0
ALPHABET INC CL C CAP STK CL C 02079K107   3,471,340 18,228 SH   SOLE   18,228 0 0
ALPHABET INC CL A CAP STK CL A 02079K305   3,443,556 18,191 SH   SOLE   18,191 0 0
AMAZON COM INC COM 023135106   6,819,519 31,084 SH   SOLE   31,084 0 0
AMGEN INC COM 031162100   363,593 1,395 SH   SOLE   1,395 0 0
AMPHENOL CORP CL A CL A 032095101   818,260 11,782 SH   SOLE   11,782 0 0
APPLE INC COM COM 037833100   14,017,009 55,974 SH   SOLE   55,974 0 0
APPLIED MATERIALS INC COM 038222105   682,721 4,198 SH   SOLE   4,198 0 0
AUTODESK INC COM 052769106   860,700 2,912 SH   SOLE   2,912 0 0
BLACKROCK INC COM COM 09290D101   1,075,340 1,049 SH   SOLE   1,049 0 0
BROADCOM INC COM 11135F101   3,243,442 13,990 SH   SOLE   13,990 0 0
CDW CORP COM 12514G108   324,585 1,865 SH   SOLE   1,865 0 0
CADENCE DESIGN SYS INC COM 127387108   821,758 2,735 SH   SOLE   2,735 0 0
CHARTER COMMUNICATIONS INC NEW CL A 16119P108   350,654 1,023 SH   SOLE   1,023 0 0
CISCO SYSTEMS INC COM 17275R102   491,952 8,310 SH   SOLE   8,310 0 0
CINTAS CORP COM 172908105   2,437,949 13,344 SH   SOLE   13,344 0 0
CLEAN HBRS INC COM 184496107   1,867,816 8,116 SH   SOLE   8,116 0 0
COGNIZANT TECH SOLUTIONS CL A CL A 192446102   459,401 5,974 SH   SOLE   5,974 0 0
COOPER COS INC COM COM 216648501   460,018 5,004 SH   SOLE   5,004 0 0
COSTCO WHSL CORP COM 22160K105   1,668,528 1,821 SH   SOLE   1,821 0 0
DANAHER CORP COM 235851102   923,709 4,024 SH   SOLE   4,024 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   310,334 4,192 SH   SOLE   4,192 0 0
META PLATFORMS INC CL A 30303M102   5,000,255 8,540 SH   SOLE   8,540 0 0
FED EX CORP COM 31428X106   889,565 3,162 SH   SOLE   3,162 0 0
F5 INC COM 315616102   530,602 2,110 SH   SOLE   2,110 0 0
GILEAD SCIENCES INC COM 375558103   269,720 2,920 SH   SOLE   2,920 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   1,910,260 3,336 SH   SOLE   3,336 0 0
HCA HEALTHCARE INC COM 40412C101   559,780 1,865 SH   SOLE   1,865 0 0
HOLOGIC INC COM 436440101   437,082 6,063 SH   SOLE   6,063 0 0
HOME DEPOT INC COM 437076102   962,361 2,474 SH   SOLE   2,474 0 0
INVESCO QQQ TRUST UNIT SER 1 46090E103   549,572 1,075 SH   SOLE   1,075 0 0
IQVIA HLDGS INC COM 46266C105   366,295 1,864 SH   SOLE   1,864 0 0
JPMORGAN CHASE CO COM 46625H100   1,359,395 5,671 SH   SOLE   5,671 0 0
JEFFERIES FINANCIAL GROUP INC COM COM 47233W109   987,370 12,594 SH   SOLE   12,594 0 0
JOHNSON JOHNSON COM 478160104   415,927 2,876 SH   SOLE   2,876 0 0
KLA CORP COM NEW COM NEW 482480100   773,787 1,228 SH   SOLE   1,228 0 0
LAM RESEARCH CORP COM NEW 512807306   1,027,833 14,230 SH   SOLE   14,230 0 0
LOWES CO INC COM 548661107   487,183 1,974 SH   SOLE   1,974 0 0
MSCI INC COM 55354G100   775,813 1,293 SH   SOLE   1,293 0 0
MASTERCARD INC CL A 57636Q104   1,474,923 2,801 SH   SOLE   2,801 0 0
MCDONALDS CORP COM COM 580135101   1,019,833 3,518 SH   SOLE   3,518 0 0
METTLER TOLEDO INTL INC COM 592688105   389,130 318 SH   SOLE   318 0 0
MICROSOFT CORP COM COM 594918104   12,551,006 29,777 SH   SOLE   29,777 0 0
MICRON TECHNOLOGY INC COM 595112103   681,444 8,097 SH   SOLE   8,097 0 0
MOODYS CORP COM 615369105   1,033,367 2,183 SH   SOLE   2,183 0 0
MORGAN STANLEY COM NEW COM NEW 617446448   1,264,869 10,061 SH   SOLE   10,061 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   870,379 1,883 SH   SOLE   1,883 0 0
NETAPP INC COM 64110D104   651,789 5,615 SH   SOLE   5,615 0 0
NETFLIX COM INC COM 64110L106   1,232,696 1,383 SH   SOLE   1,383 0 0
NVIDIA CORP COM 67066G104   8,578,445 63,880 SH   SOLE   63,880 0 0
ORACLE CORPORATION COM 68389X105   1,571,082 9,428 SH   SOLE   9,428 0 0
PARKER HANNIFIN CORP COM 701094104   1,838,763 2,891 SH   SOLE   2,891 0 0
POOL CORPORATION COM 73278L105   479,362 1,406 SH   SOLE   1,406 0 0
QORVO INC COM 74736K101   231,538 3,311 SH   SOLE   3,311 0 0
QUALCOMM INC COM COM 747525103   890,535 5,797 SH   SOLE   5,797 0 0
S P GLOBAL INC COM COM 78409V104   933,308 1,874 SH   SOLE   1,874 0 0
SPDR S P 500 ETF TRUST TR UNIT 78462F103   1,117,655 1,907 SH   SOLE   1,907 0 0
SS C TECHNOLOGIES HOLDINGS COM 78467J100   891,097 11,759 SH   SOLE   11,759 0 0
SALESFORCE INC COM 79466L302   1,090,584 3,262 SH   SOLE   3,262 0 0
SERVICE CORP INTL COM 817565104   595,697 7,463 SH   SOLE   7,463 0 0
SHOPIFY INC A CL A 82509L107   895,618 8,423 SH   SOLE   8,423 0 0
SKYWORKS SOLUTIONS INC COM COM 83088M102   279,165 3,148 SH   SOLE   3,148 0 0
SNAP ON INC COM 833034101   1,249,965 3,682 SH   SOLE   3,682 0 0
TESLA INC COM 88160R101   4,040,419 10,005 SH   SOLE   10,005 0 0
TEXAS INSTRUMENTS INC COM 882508104   419,647 2,238 SH   SOLE   2,238 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   1,018,610 1,958 SH   SOLE   1,958 0 0
VEEVA SYSTEMS INC CLASS A CL A COM 922475108   391,906 1,864 SH   SOLE   1,864 0 0
VERTEX PHARMACEUTICALS INC COM COM 92532F100   231,150 574 SH   SOLE   574 0 0
VISA INC COM CL A COM CL A 92826C839   1,843,145 5,832 SH   SOLE   5,832 0 0
WESTERN DIGITAL CORP COM COM 958102105   503,158 8,438 SH   SOLE   8,438 0 0
WILLIAMS SONOMA INC COM 969904101   1,036,267 5,596 SH   SOLE   5,596 0 0
ZEBRA TECHNOLOGIES CORPORATION CL A CL A 989207105   324,039 839 SH   SOLE   839 0 0
ZOETIS INC CL A CL A 98978V103   699,947 4,296 SH   SOLE   4,296 0 0
ACCENTURE PLC IRELAND SHS CLASS A SHS CLASS A G1151C101   863,644 2,455 SH   SOLE   2,455 0 0
SEAGATE TECHNOLOGY HLDNGS PLC ORD ORD SHS G7997R103   412,734 4,782 SH   SOLE   4,782 0 0
TE CONNECTIVITY PLC ORD SHS ORD SHS G87052109   444,494 3,109 SH   SOLE   3,109 0 0
NXP SEMICONDUCTORS N V COM COM N6596X109   460,596 2,216 SH   SOLE   2,216 0 0