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
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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
3M CO COM 88579Y101   632,000 5,962 SH   SOLE   5,962 0 0
ADOBE INC COM 00724F101   1,990,000 3,945 SH   SOLE   3,945 0 0
ALPHABET INC CAP STK CL A 02079K305   5,629,000 37,298 SH   SOLE   37,298 0 0
ALTRIA GROUP INC COM 02209S103   206,000 4,731 SH   SOLE   4,731 0 0
AMAZON COM INC COM 023135106   3,417,000 18,942 SH   SOLE   18,942 0 0
AMERICAN EXPRESS CO COM 025816109   3,370,000 14,801 SH   SOLE   14,801 0 0
APPLE INC COM 037833100   7,823,000 45,620 SH   SOLE   45,620 0 0
APPLIED MATLS INC COM 038222105   11,271,000 54,651 SH   SOLE   54,651 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   5,448,000 21,815 SH   SOLE   21,815 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   756,000 1,798 SH   SOLE   1,798 0 0
BEST BUY INC COM 086516101   2,178,000 26,549 SH   SOLE   26,549 0 0
BROWN FORMAN CORP CL B 115637209   2,235,000 43,289 SH   SOLE   43,289 0 0
CHEMED CORP NEW COM 16359R103   4,811,000 7,494 SH   SOLE   7,494 0 0
COCA COLA CO COM 191216100   815,000 13,326 SH   SOLE   13,326 0 0
COSTCO WHSL CORP NEW COM 22160K105   6,104,000 8,331 SH   SOLE   8,331 0 0
D R HORTON INC COM 23331A109   4,948,000 30,068 SH   SOLE   30,068 0 0
DISNEY WALT CO COM 254687106   4,100,000 33,506 SH   SOLE   33,506 0 0
DOMINOS PIZZA INC COM 25754A201   1,298,000 2,613 SH   SOLE   2,613 0 0
GARMIN LTD SHS H2906T109   1,432,000 9,618 SH   SOLE   9,618 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   2,032,000 22,349 SH   SOLE   22,349 0 0
GENERAL DYNAMICS CORP COM 369550108   2,474,000 8,757 SH   SOLE   8,757 0 0
HOME DEPOT INC COM 437076102   5,572,000 14,526 SH   SOLE   14,526 0 0
INTEL CORP COM 458140100   3,147,000 71,247 SH   SOLE   71,247 0 0
INTUIT COM 461202103   2,774,000 4,268 SH   SOLE   4,268 0 0
LAUDER ESTEE COS INC CL A 518439104   869,000 5,640 SH   SOLE   5,640 0 0
LOCKHEED MARTIN CORP COM 539830109   1,691,000 3,719 SH   SOLE   3,719 0 0
LULULEMON ATHLETICA INC COM 550021109   1,913,000 4,896 SH   SOLE   4,896 0 0
MASTERCARD INCORPORATED CL A 57636Q104   8,077,000 16,772 SH   SOLE   16,772 0 0
MCCORMICK & CO INC COM NON VTG 579780206   725,000 9,436 SH   SOLE   9,436 0 0
MERCK & CO INC COM 58933Y105   378,000 2,866 SH   SOLE   2,866 0 0
MICROSOFT CORP COM 594918104   5,522,000 13,126 SH   SOLE   13,126 0 0
NIKE INC CL B 654106103   3,589,000 38,185 SH   SOLE   38,185 0 0
NOVO-NORDISK A S ADR 670100205   536,000 4,178 SH   SOLE   4,178 0 0
OTIS WORLDWIDE CORP COM 68902V107   4,653,000 46,872 SH   SOLE   46,872 0 0
PAYCHEX INC COM 704326107   4,620,000 37,624 SH   SOLE   37,624 0 0
PEPSICO INC COM 713448108   2,181,000 12,464 SH   SOLE   12,464 0 0
REALTY INCOME CORP COM 756109104   626,000 11,565 SH   SOLE   11,565 0 0
SCHWAB CHARLES CORP COM 808513105   3,656,000 50,534 SH   SOLE   50,534 0 0
SERVICE CORP INTL COM 817565104   1,767,000 23,807 SH   SOLE   23,807 0 0
SIMON PPTY GROUP INC NEW COM 828806109   236,000 1,510 SH   SOLE   1,510 0 0
SOUTHERN CO COM 842587107   609,000 8,483 SH   SOLE   8,483 0 0
STARBUCKS CORP COM 855244109   4,749,000 51,960 SH   SOLE   51,960 0 0
STRYKER CORPORATION COM 863667101   1,054,000 2,944 SH   SOLE   2,944 0 0
UNITED PARCEL SERVICE INC CL B 911312106   4,057,000 27,295 SH   SOLE   27,295 0 0
VEEVA SYS INC CL A COM 922475108   2,637,000 11,380 SH   SOLE   11,380 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   360,000 8,588 SH   SOLE   8,588 0 0
VISA INC COM CL A 92826C839   4,335,000 15,533 SH   SOLE   15,533 0 0
WALMART INC COM 931142103   5,174,000 85,993 SH   SOLE   85,993 0 0
ZOETIS INC CL A 98978V103   2,102,000 12,425 SH   SOLE   12,425 0 0