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
ABBVIE INC COM 00287Y109   259,556 1,121 SH   SOLE   1,121 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   940,779 3,815 SH   SOLE   3,815 0 0
ADOBE INC COM 00724F101   1,438,515 4,078 SH   SOLE   4,078 0 0
ADVANCED MICRO DEVICES INC COM 007903107   3,814,846 23,579 SH   SOLE   23,579 0 0
AIR PRODS & CHEMS INC COM 009158106   1,075,608 3,944 SH   SOLE   3,944 0 0
ALPHABET INC CAP STK CL A 02079K305   9,009,286 37,060 SH   SOLE   37,060 0 0
AMAZON COM INC COM 023135106   5,864,934 26,711 SH   SOLE   26,711 0 0
AMERICAN EXPRESS CO COM 025816109   1,175,514 3,539 SH   SOLE   3,539 0 0
AMGEN INC COM 031162100   1,603,460 5,682 SH   SOLE   5,682 0 0
APPLE INC COM 037833100   7,426,793 29,167 SH   SOLE   29,167 0 0
BANK AMERICA CORP COM 060505104   1,190,852 23,083 SH   SOLE   23,083 0 0
BLACKROCK INC COM 09290D101   1,014,307 870 SH   SOLE   870 0 0
BOSTON SCIENTIFIC CORP COM 101137107   2,516,511 25,776 SH   SOLE   25,776 0 0
BROADCOM INC COM 11135F101   14,466,224 43,849 SH   SOLE   43,849 0 0
CATERPILLAR INC COM 149123101   3,315,238 6,948 SH   SOLE   6,948 0 0
CENCORA INC COM 03073E105   2,041,446 6,532 SH   SOLE   6,532 0 0
CHEVRON CORP NEW COM 166764100   1,391,398 8,960 SH   SOLE   8,960 0 0
CHUBB LIMITED COM H1467J104   1,822,771 6,458 SH   SOLE   6,458 0 0
CINCINNATI FINL CORP COM 172062101   399,677 2,528 SH   SOLE   2,528 0 0
CITIGROUP INC COM NEW 172967424   3,828,783 37,722 SH   SOLE   37,722 0 0
CLOROX CO DEL COM 189054109   997,990 8,094 SH   SOLE   8,094 0 0
COCA COLA CO COM 191216100   419,209 6,321 SH   SOLE   6,321 0 0
CONSTELLATION ENERGY CORP COM 21037T109   1,559,463 4,739 SH   SOLE   4,739 0 0
COSTCO WHSL CORP NEW COM 22160K105   4,407,850 4,762 SH   SOLE   4,762 0 0
COTERRA ENERGY INC COM 127097103   1,536,753 64,979 SH   SOLE   64,979 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   3,648,918 7,441 SH   SOLE   7,441 0 0
D R HORTON INC COM 23331A109   978,520 5,774 SH   SOLE   5,774 0 0
DEERE & CO COM 244199105   1,039,352 2,273 SH   SOLE   2,273 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   2,049,299 36,111 SH   SOLE   36,111 0 0
DIAMONDBACK ENERGY INC COM 25278X109   210,214 1,469 SH   SOLE   1,469 0 0
EATON CORP PLC SHS G29183103   2,056,130 5,494 SH   SOLE   5,494 0 0
ELI LILLY & CO COM 532457108   5,408,907 7,089 SH   SOLE   7,089 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   429,994 13,751 SH   SOLE   13,751 0 0
GALLAGHER ARTHUR J & CO COM 363576109   1,989,770 6,424 SH   SOLE   6,424 0 0
GE AEROSPACE COM NEW 369604301   2,527,189 8,401 SH   SOLE   8,401 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   1,099,389 14,639 SH   SOLE   14,639 0 0
GE VERNOVA INC COM 36828A101   7,223,230 11,747 SH   SOLE   11,747 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   2,752,186 3,456 SH   SOLE   3,456 0 0
HOME DEPOT INC COM 437076102   2,734,627 6,749 SH   SOLE   6,749 0 0
HONEYWELL INTL INC COM 438516106   1,233,530 5,860 SH   SOLE   5,860 0 0
INTUIT COM 461202103   1,204,653 1,764 SH   SOLE   1,764 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,230,158 2,049 SH   SOLE   2,049 0 0
JOHNSON & JOHNSON COM 478160104   727,217 3,922 SH   SOLE   3,922 0 0
JPMORGAN CHASE & CO. COM 46625H100   4,236,540 13,431 SH   SOLE   13,431 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   410,776 1,345 SH   SOLE   1,345 0 0
LINDE PLC SHS G54950103   2,099,500 4,420 SH   SOLE   4,420 0 0
LOCKHEED MARTIN CORP COM 539830109   759,298 1,521 SH   SOLE   1,521 0 0
LOWES COS INC COM 548661107   313,635 1,248 SH   SOLE   1,248 0 0
LULULEMON ATHLETICA INC COM 550021109   511,549 2,875 SH   SOLE   2,875 0 0
MARATHON PETE CORP COM 56585A102   281,208 1,459 SH   SOLE   1,459 0 0
MARSH & MCLENNAN COS INC COM 571748102   656,182 3,256 SH   SOLE   3,256 0 0
MARTIN MARIETTA MATLS INC COM 573284106   1,721,295 2,731 SH   SOLE   2,731 0 0
MARVELL TECHNOLOGY INC COM 573874104   2,440,384 29,028 SH   SOLE   29,028 0 0
MASTERCARD INCORPORATED CL A 57636Q104   208,753 367 SH   SOLE   367 0 0
MCDONALDS CORP COM 580135101   759,117 2,498 SH   SOLE   2,498 0 0
MCKESSON CORP COM 58155Q103   2,007,831 2,599 SH   SOLE   2,599 0 0
META PLATFORMS INC CL A 30303M102   6,444,919 8,776 SH   SOLE   8,776 0 0
MICRON TECHNOLOGY INC COM 595112103   4,079,262 24,380 SH   SOLE   24,380 0 0
MICROSOFT CORP COM 594918104   7,836,584 15,130 SH   SOLE   15,130 0 0
MODINE MFG CO COM 607828100   2,271,290 15,977 SH   SOLE   15,977 0 0
MORGAN STANLEY COM NEW 617446448   2,807,869 17,664 SH   SOLE   17,664 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   2,058,262 4,501 SH   SOLE   4,501 0 0
NVIDIA CORPORATION COM 67066G104   18,264,316 97,890 SH   SOLE   97,890 0 0
ORACLE CORP COM 68389X105   4,038,888 14,361 SH   SOLE   14,361 0 0
PNC FINL SVCS GROUP INC COM 693475105   2,469,832 12,292 SH   SOLE   12,292 0 0
PROCTER AND GAMBLE CO COM 742718109   3,111,412 20,250 SH   SOLE   20,250 0 0
RTX CORPORATION COM 75513E101   1,012,346 6,050 SH   SOLE   6,050 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   9,763,534 14,656 SH   SOLE   14,656 0 0
STRYKER CORPORATION COM 863667101   1,354,471 3,664 SH   SOLE   3,664 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302   209,929 4,379 SH   SOLE   4,379 0 0
T-MOBILE US INC COM 872590104   1,374,281 5,741 SH   SOLE   5,741 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,864,398 10,256 SH   SOLE   10,256 0 0
TARGET CORP COM 87612E106   345,883 3,856 SH   SOLE   3,856 0 0
TJX COS INC NEW COM 872540109   2,241,382 15,507 SH   SOLE   15,507 0 0
ULTA BEAUTY INC COM 90384S303   2,415,542 4,418 SH   SOLE   4,418 0 0
UNION PAC CORP COM 907818108   1,556,260 6,584 SH   SOLE   6,584 0 0
UNITED RENTALS INC COM 911363109   1,577,098 1,652 SH   SOLE   1,652 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,691,625 4,899 SH   SOLE   4,899 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   2,293,332 7,027 SH   SOLE   7,027 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   6,211,189 10,143 SH   SOLE   10,143 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   828,221 5,490 SH   SOLE   5,490 0 0
VISA INC COM CL A 92826C839   3,244,817 9,505 SH   SOLE   9,505 0 0
VISTRA CORP COM 92840M102   1,599,099 8,162 SH   SOLE   8,162 0 0
WALMART INC COM 931142103   1,564,142 15,177 SH   SOLE   15,177 0 0
WILLIAMS COS INC COM 969457100   234,205 3,697 SH   SOLE   3,697 0 0
ZOETIS INC CL A 98978V103   289,860 1,981 SH   SOLE   1,981 0 0