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COM 46625H100 4236540 13431 SH SOLE 13431 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 410776 1345 SH SOLE 1345 0 0 LINDE PLC SHS G54950103 2099500 4420 SH SOLE 4420 0 0 LOCKHEED MARTIN CORP COM 539830109 759298 1521 SH SOLE 1521 0 0 LOWES COS INC COM 548661107 313635 1248 SH SOLE 1248 0 0 LULULEMON ATHLETICA INC COM 550021109 511549 2875 SH SOLE 2875 0 0 MARATHON PETE CORP COM 56585A102 281208 1459 SH SOLE 1459 0 0 MARSH & MCLENNAN COS INC COM 571748102 656182 3256 SH SOLE 3256 0 0 MARTIN MARIETTA MATLS INC COM 573284106 1721295 2731 SH SOLE 2731 0 0 MARVELL TECHNOLOGY INC COM 573874104 2440384 29028 SH SOLE 29028 0 0 MASTERCARD INCORPORATED CL A 57636Q104 208753 367 SH SOLE 367 0 0 MCDONALDS CORP COM 580135101 759117 2498 SH SOLE 2498 0 0 MCKESSON CORP COM 58155Q103 2007831 2599 SH SOLE 2599 0 0 META PLATFORMS INC CL A 30303M102 6444919 8776 SH SOLE 8776 0 0 MICRON TECHNOLOGY INC COM 595112103 4079262 24380 SH SOLE 24380 0 0 MICROSOFT CORP COM 594918104 7836584 15130 SH SOLE 15130 0 0 MODINE MFG CO COM 607828100 2271290 15977 SH SOLE 15977 0 0 MORGAN STANLEY COM NEW 617446448 2807869 17664 SH SOLE 17664 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 2058262 4501 SH SOLE 4501 0 0 NVIDIA CORPORATION COM 67066G104 18264316 97890 SH SOLE 97890 0 0 ORACLE CORP COM 68389X105 4038888 14361 SH SOLE 14361 0 0 PNC FINL SVCS GROUP INC COM 693475105 2469832 12292 SH SOLE 12292 0 0 PROCTER AND GAMBLE CO COM 742718109 3111412 20250 SH SOLE 20250 0 0 RTX CORPORATION COM 75513E101 1012346 6050 SH SOLE 6050 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 9763534 14656 SH SOLE 14656 0 0 STRYKER CORPORATION COM 863667101 1354471 3664 SH SOLE 3664 0 0 SUPER MICRO COMPUTER INC COM NEW 86800U302 209929 4379 SH SOLE 4379 0 0 T-MOBILE US INC COM 872590104 1374281 5741 SH SOLE 5741 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2864398 10256 SH SOLE 10256 0 0 TARGET CORP COM 87612E106 345883 3856 SH SOLE 3856 0 0 TJX COS INC NEW COM 872540109 2241382 15507 SH SOLE 15507 0 0 ULTA BEAUTY INC COM 90384S303 2415542 4418 SH SOLE 4418 0 0 UNION PAC CORP COM 907818108 1556260 6584 SH SOLE 6584 0 0 UNITED RENTALS INC COM 911363109 1577098 1652 SH SOLE 1652 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1691625 4899 SH SOLE 4899 0 0 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 2293332 7027 SH SOLE 7027 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6211189 10143 SH SOLE 10143 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 828221 5490 SH SOLE 5490 0 0 VISA INC COM CL A 92826C839 3244817 9505 SH SOLE 9505 0 0 VISTRA CORP COM 92840M102 1599099 8162 SH SOLE 8162 0 0 WALMART INC COM 931142103 1564142 15177 SH SOLE 15177 0 0 WILLIAMS COS INC COM 969457100 234205 3697 SH SOLE 3697 0 0 ZOETIS INC CL A 98978V103 289860 1981 SH SOLE 1981 0 0