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 002824100   1,004,039 9,122 SH   SOLE   9,122 0 0
ABBVIE INC COM 00287Y109   1,502,312 9,694 SH   SOLE   9,694 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   584,616 1,666 SH   SOLE   1,666 0 0
ADVANCED MICRO DEVICES INC COM 007903107   5,606,592 38,034 SH   SOLE   38,034 0 0
AIRBNB INC COM CL A 009066101   215,918 1,586 SH   SOLE   1,586 0 0
ALPHABET INC CAP STK CL A 02079K305   1,584,085 11,340 SH   SOLE   11,340 0 0
ALPHABET INC CAP STK CL C 02079K107   1,124,621 7,980 SH   SOLE   7,980 0 0
AMAZON COM INC COM 023135106   575,093 3,785 SH   SOLE   3,785 0 0
AMERICAN EXPRESS CO COM 025816109   1,140,913 6,090 SH   SOLE   6,090 0 0
AMGEN INC COM 031162100   941,965 3,270 SH   SOLE   3,270 0 0
APPLE INC COM 037833100   13,339,190 69,284 SH   SOLE   69,284 0 0
AUTOLIV INC COM 052800109   296,157 2,688 SH   SOLE   2,688 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   500,394 1,403 SH   SOLE   1,403 0 0
BLACKROCK INC COM 09247X101   240,504 296 SH   SOLE   296 0 0
BLOCK INC CL A 852234103   242,260 3,132 SH   SOLE   3,132 0 0
BOEING CO COM 097023105   1,186,237 4,551 SH   SOLE   4,551 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   742,412 14,469 SH   SOLE   14,469 0 0
BROADCOM INC COM 11135F101   1,624,009 1,455 SH   SOLE   1,455 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   514,779 1,890 SH   SOLE   1,890 0 0
CARLYLE GROUP INC COM 14316J108   275,878 6,780 SH   SOLE   6,780 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   334,954 5,830 SH   SOLE   5,830 0 0
CHEVRON CORP NEW COM 166764100   772,963 5,182 SH   SOLE   5,182 0 0
CHUBB LIMITED COM H1467J104   866,130 3,832 SH   SOLE   3,832 0 0
CISCO SYS INC COM 17275R102   861,660 17,056 SH   SOLE   17,056 0 0
COCA COLA CO COM 191216100   273,728 4,645 SH   SOLE   4,645 0 0
CONSTELLATION BRANDS INC CL A 21036P108   301,575 1,247 SH   SOLE   1,247 0 0
COSTCO WHSL CORP NEW COM 22160K105   600,117 909 SH   SOLE   909 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   931,918 3,650 SH   SOLE   3,650 0 0
CVS HEALTH CORP COM 126650100   234,042 2,964 SH   SOLE   2,964 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   560,768 2,560 SH   SOLE   2,560 0 0
DANAHER CORPORATION COM 235851102   361,920 1,564 SH   SOLE   1,564 0 0
DEXCOM INC COM 252131107   297,816 2,400 SH   SOLE   2,400 0 0
DOLLAR TREE INC COM 256746108   318,192 2,240 SH   SOLE   2,240 0 0
EATON CORP PLC SHS G29183103   715,873 2,973 SH   SOLE   2,973 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   236,375 3,100 SH   SOLE   3,100 0 0
ELECTRONIC ARTS INC COM 285512109   219,580 1,605 SH   SOLE   1,605 0 0
ELI LILLY & CO COM 532457108   2,907,981 4,989 SH   SOLE   4,989 0 0
EMERSON ELEC CO COM 291011104   560,734 5,761 SH   SOLE   5,761 0 0
ENBRIDGE INC COM 29250N105   285,963 7,939 SH   SOLE   7,939 0 0
EXACT SCIENCES CORP COM 30063P105   276,685 3,740 SH   SOLE   3,740 0 0
EXPEDIA GROUP INC COM NEW 30212P303   212,202 1,398 SH   SOLE   1,398 0 0
EXXON MOBIL CORP COM 30231G102   1,137,697 11,379 SH   SOLE   11,379 0 0
FEDEX CORP COM 31428X106   263,372 1,041 SH   SOLE   1,041 0 0
FORD MTR CO DEL COM 345370860   122,839 10,077 SH   SOLE   10,077 0 0
FORTINET INC COM 34959E109   2,703,793 46,195 SH   SOLE   46,195 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   211,016 547 SH   SOLE   547 0 0
HOME DEPOT INC COM 437076102   1,309,201 3,778 SH   SOLE   3,778 0 0
HONEYWELL INTL INC COM 438516106   1,746,281 8,327 SH   SOLE   8,327 0 0
HUNTINGTON BANCSHARES INC COM 446150104   313,093 24,614 SH   SOLE   24,614 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   222,189 1,730 SH   SOLE   1,730 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   267,422 1,635 SH   SOLE   1,635 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   349,168 1,035 SH   SOLE   1,035 0 0
IQVIA HLDGS INC COM 46266C105   453,505 1,960 SH   SOLE   1,960 0 0
ISHARES TR S&P 500 GRWT ETF 464287309   392,022 5,220 SH   SOLE   5,220 0 0
ISHARES TR S&P 500 VAL ETF 464287408   259,966 1,495 SH   SOLE   1,495 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   375,497 1,871 SH   SOLE   1,871 0 0
JOHNSON & JOHNSON COM 478160104   565,799 3,610 SH   SOLE   3,610 0 0
JPMORGAN CHASE & CO COM 46625H100   1,350,429 7,939 SH   SOLE   7,939 0 0
KARUNA THERAPEUTICS INC COM 48576A100   748,230 2,364 SH   SOLE   2,364 0 0
KINDER MORGAN INC DEL COM 49456B101   267,804 15,182 SH   SOLE   15,182 0 0
LAM RESEARCH CORP COM 512807108   1,095,143 1,398 SH   SOLE   1,398 0 0
LOWES COS INC COM 548661107   723,249 3,250 SH   SOLE   3,250 0 0
LULULEMON ATHLETICA INC COM 550021109   811,929 1,588 SH   SOLE   1,588 0 0
MARATHON PETE CORP COM 56585A102   226,232 1,525 SH   SOLE   1,525 0 0
MARVELL TECHNOLOGY INC COM 573874104   520,583 8,632 SH   SOLE   8,632 0 0
MASCO CORP COM 574599106   529,679 7,908 SH   SOLE   7,908 0 0
MASTERCARD INCORPORATED CL A 57636Q104   1,161,826 2,724 SH   SOLE   2,724 0 0
MCDONALDS CORP COM 580135101   941,260 3,174 SH   SOLE   3,174 0 0
MERCK & CO INC COM 58933Y105   551,431 5,058 SH   SOLE   5,058 0 0
META PLATFORMS INC CL A 30303M102   2,217,913 6,266 SH   SOLE   6,266 0 0
MICROSOFT CORP COM 594918104   1,939,919 5,159 SH   SOLE   5,159 0 0
NIKE INC CL B 654106103   793,569 7,309 SH   SOLE   7,309 0 0
NVIDIA CORPORATION COM 67066G104   13,047,894 26,348 SH   SOLE   26,348 0 0
NXP SEMICONDUCTORS N V COM N6596X109   830,064 3,614 SH   SOLE   3,614 0 0
ON HLDG AG NAMEN AKT A H5919C104   333,754 12,375 SH   SOLE   12,375 0 0
ON SEMICONDUCTOR CORP COM 682189105   700,817 8,390 SH   SOLE   8,390 0 0
ONEOK INC NEW COM 682680103   454,051 6,466 SH   SOLE   6,466 0 0
ORACLE CORP COM 68389X105   1,120,171 10,625 SH   SOLE   10,625 0 0
PALO ALTO NETWORKS INC COM 697435105   2,407,695 8,165 SH   SOLE   8,165 0 0
PARKER-HANNIFIN CORP COM 701094104   385,463 837 SH   SOLE   837 0 0
PAYCHEX INC COM 704326107   663,718 5,572 SH   SOLE   5,572 0 0
PAYPAL HLDGS INC COM 70450Y103   248,833 4,052 SH   SOLE   4,052 0 0
PEPSICO INC COM 713448108   409,165 2,409 SH   SOLE   2,409 0 0
PHILLIPS 66 COM 718546104   237,102 1,781 SH   SOLE   1,781 0 0
PROCTER AND GAMBLE CO COM 742718109   624,296 4,260 SH   SOLE   4,260 0 0
QUALCOMM INC COM 747525103   1,557,374 10,768 SH   SOLE   10,768 0 0
REGENERON PHARMACEUTICALS COM 75886F107   289,836 330 SH   SOLE   330 0 0
SALESFORCE INC COM 79466L302   1,477,794 5,616 SH   SOLE   5,616 0 0
SCHLUMBERGER LTD COM STK 806857108   438,144 8,419 SH   SOLE   8,419 0 0
SCHWAB CHARLES CORP COM 808513105   362,590 5,270 SH   SOLE   5,270 0 0
SERVICENOW INC COM 81762P102   572,257 810 SH   SOLE   810 0 0
SHOPIFY INC CL A 82509L107   352,887 4,530 SH   SOLE   4,530 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   416,539 3,705 SH   SOLE   3,705 0 0
SNOWFLAKE INC CL A 833445109   225,865 1,135 SH   SOLE   1,135 0 0
SOUTHERN CO COM 842587107   308,738 4,403 SH   SOLE   4,403 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   502,403 1,057 SH   SOLE   1,057 0 0
SPDR SER TR S&P BIOTECH 78464A870   224,409 2,513 SH   SOLE   2,513 0 0
STARBUCKS CORP COM 855244109   662,183 6,897 SH   SOLE   6,897 0 0
TARGET CORP COM 87612E106   369,018 2,591 SH   SOLE   2,591 0 0
TESLA INC COM 88160R101   555,353 2,235 SH   SOLE   2,235 0 0
TEXAS INSTRS INC COM 882508104   383,264 2,248 SH   SOLE   2,248 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   715,202 1,347 SH   SOLE   1,347 0 0
TJX COS INC NEW COM 872540109   703,384 7,498 SH   SOLE   7,498 0 0
TWILIO INC CL A 90138F102   507,570 6,690 SH   SOLE   6,690 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,349,999 2,564 SH   SOLE   2,564 0 0
UNITY SOFTWARE INC COM 91332U101   434,047 10,615 SH   SOLE   10,615 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   258,449 835 SH   SOLE   835 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   251,887 577 SH   SOLE   577 0 0
VEEVA SYS INC CL A COM 922475108   273,378 1,420 SH   SOLE   1,420 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   718,975 1,767 SH   SOLE   1,767 0 0
VISA INC COM CL A 92826C839   844,491 3,244 SH   SOLE   3,244 0 0
WASTE MGMT INC DEL COM 94106L109   457,816 2,556 SH   SOLE   2,556 0 0
WORKDAY INC CL A 98138H101   327,131 1,185 SH   SOLE   1,185 0 0
ZSCALER INC COM 98980G102   480,785 2,170 SH   SOLE   2,170 0 0