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   3,807,173 37,598 SH   SOLE   0 0 37,598
ABBVIE INC COM 00287Y109   3,515,862 22,061 SH   SOLE   0 0 22,061
ACTIVISION BLIZZARD INC COM 00507V109   2,012,991 23,519 SH   SOLE   0 0 23,519
ADOBE SYSTEMS INCORPORATED COM 00724F101   3,059,067 7,938 SH   SOLE   0 0 7,938
ADVANCED MICRO DEVICES INC COM 007903107   3,763,094 38,395 SH   SOLE   0 0 38,395
ALPHABET INC CAP STK CL C 02079K107   2,096,432 20,158 SH   SOLE   0 0 20,158
ALPHABET INC CAP STK CL A 02079K305   21,474,496 207,023 SH   SOLE   0 0 207,023
AMAZON COM INC COM 023135106   16,733,806 162,008 SH   SOLE   0 0 162,008
AMETEK INC COM 031100100   7,100,533 48,858 SH   SOLE   0 0 48,858
AMGEN INC COM 031162100   372,295 1,540 SH   SOLE   0 0 1,540
AMPHENOL CORP NEW CL A 032095101   3,640,381 44,547 SH   SOLE   0 0 44,547
APPLE INC COM 037833100   38,362,573 232,641 SH   SOLE   0 0 232,641
APPLIED MATLS INC COM 038222105   4,322,019 35,187 SH   SOLE   0 0 35,187
AUTODESK INC COM 052769106   1,138,427 5,469 SH   SOLE   0 0 5,469
BECTON DICKINSON & CO COM 075887109   2,051,612 8,288 SH   SOLE   0 0 8,288
BHP GROUP LTD SPONSORED ADS 088606108   4,139,595 65,283 SH   SOLE   0 0 65,283
BOEING CO COM 097023105   6,643,323 31,273 SH   SOLE   0 0 31,273
BOOKING HOLDINGS INC COM 09857L108   2,193,543 827 SH   SOLE   0 0 827
BRISTOL-MYERS SQUIBB CO COM 110122108   1,975,474 28,502 SH   SOLE   0 0 28,502
CSX CORP COM 126408103   2,032,866 67,898 SH   SOLE   0 0 67,898
CANADIAN NATL RY CO COM 136375102   2,725,579 23,104 SH   SOLE   0 0 23,104
CHEVRON CORP NEW COM 166764100   9,601,150 58,845 SH   SOLE   0 0 58,845
CISCO SYS INC COM 17275R102   3,333,890 63,776 SH   SOLE   0 0 63,776
COSTCO WHSL CORP NEW COM 22160K105   8,263,445 16,631 SH   SOLE   0 0 16,631
CROWDSTRIKE HLDGS INC CL A 22788C105   2,005,643 14,612 SH   SOLE   0 0 14,612
DANAHER CORPORATION COM 235851102   2,700,861 10,716 SH   SOLE   0 0 10,716
DISNEY WALT CO COM 254687106   2,295,580 22,926 SH   SOLE   0 0 22,926
EOG RES INC COM 26875P101   5,579,501 48,674 SH   SOLE   0 0 48,674
EXXON MOBIL CORP COM 30231G102   575,386 5,247 SH   SOLE   0 0 5,247
META PLATFORMS INC CL A 30303M102   9,732,073 45,919 SH   SOLE   0 0 45,919
FASTENAL CO COM 311900104   5,598,487 103,791 SH   SOLE   0 0 103,791
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   1,465,220 17,862 SH   SOLE   0 0 17,862
GENERAL ELECTRIC CO COM NEW 369604301   5,156,186 53,935 SH   SOLE   0 0 53,935
GOLDMAN SACHS ETF TR ACCES TREASURY 381430529   11,426,074 114,101 SH   SOLE   0 0 114,101
HOME DEPOT INC COM 437076102   8,177,185 27,708 SH   SOLE   0 0 27,708
HONEYWELL INTL INC COM 438516106   3,914,329 20,481 SH   SOLE   0 0 20,481
HUDSON TECHNOLOGIES INC COM 444144109   116,563 13,352 SH   SOLE   0 0 13,352
INTUIT COM 461202103   1,935,348 4,341 SH   SOLE   0 0 4,341
INTUITIVE SURGICAL INC COM NEW 46120E602   3,007,648 11,773 SH   SOLE   0 0 11,773
ISHARES TR RUS 1000 VAL ETF 464287598   345,326 2,268 SH   SOLE   0 0 2,268
ISHARES TR RUS 1000 GRW ETF 464287614   640,878 2,623 SH   SOLE   0 0 2,623
ISHARES TR RUS 1000 ETF 464287622   829,747 3,684 SH   SOLE   0 0 3,684
ISHARES TR CORE S&P SCP ETF 464287804   253,741 2,624 SH   SOLE   0 0 2,624
ISHARES TR MSCI ACWI EX US 464288240   877,860 18,000 SH   SOLE   0 0 18,000
ISHARES TR SHORT TREAS BD 464288679   2,990,020 27,059 SH   SOLE   0 0 27,059
JOHNSON & JOHNSON COM 478160104   5,898,215 38,053 SH   SOLE   0 0 38,053
LILLY ELI & CO COM 532457108   3,927,695 11,437 SH   SOLE   0 0 11,437
LOCKHEED MARTIN CORP COM 539830109   4,759,918 10,069 SH   SOLE   0 0 10,069
MARRIOTT INTL INC NEW CL A 571903202   2,796,778 16,844 SH   SOLE   0 0 16,844
MASTERCARD INCORPORATED CL A 57636Q104   4,934,381 13,578 SH   SOLE   0 0 13,578
MERCADOLIBRE INC COM 58733R102   3,065,808 2,326 SH   SOLE   0 0 2,326
MERCK & CO INC COM 58933Y105   4,214,746 39,616 SH   SOLE   0 0 39,616
MICROSOFT CORP COM 594918104   37,181,915 128,970 SH   SOLE   0 0 128,969
MICRON TECHNOLOGY INC COM 595112103   4,603,459 76,292 SH   SOLE   0 0 76,292
NETFLIX INC COM 64110L106   2,765,567 8,005 SH   SOLE   0 0 8,005
NIKE INC CL B 654106103   2,141,540 17,462 SH   SOLE   0 0 17,462
NVIDIA CORPORATION COM 67066G104   12,094,661 43,542 SH   SOLE   0 0 43,542
PAYPAL HLDGS INC COM 70450Y103   1,946,798 25,636 SH   SOLE   0 0 25,636
PFIZER INC COM 717081103   2,972,443 72,854 SH   SOLE   0 0 72,854
PREDICTIVE ONCOLOGY INC COM NEW 74039M200   11,438 35,000 SH   SOLE   0 0 35,000
PROCTER AND GAMBLE CO COM 742718109   5,228,386 35,163 SH   SOLE   0 0 35,163
QUALCOMM INC COM 747525103   1,890,225 14,816 SH   SOLE   0 0 14,816
SPDR SER TR S&P BIOTECH 78464A870   4,218,147 55,349 SH   SOLE   0 0 55,349
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   13,982,166 152,278 SH   SOLE   0 0 152,278
SALESFORCE INC COM 79466L302   4,089,497 20,470 SH   SOLE   0 0 20,470
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   8,253,764 63,755 SH   SOLE   0 0 63,755
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   8,763,597 58,604 SH   SOLE   0 0 58,603
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   48,518,626 1,509,133 SH   SOLE   0 0 1,509,133
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   28,598,843 189,384 SH   SOLE   0 0 189,383
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   9,665,209 166,728 SH   SOLE   0 0 166,727
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   4,368,103 64,531 SH   SOLE   0 0 64,531
SERVICENOW INC COM 81762P102   3,078,305 6,624 SH   SOLE   0 0 6,624
STARBUCKS CORP COM 855244109   1,896,311 18,211 SH   SOLE   0 0 18,211
SYSCO CORP COM 871829107   1,774,823 22,981 SH   SOLE   0 0 22,981
TJX COS INC NEW COM 872540109   4,361,909 55,665 SH   SOLE   0 0 55,665
TESLA INC COM 88160R101   7,164,009 34,532 SH   SOLE   0 0 34,532
THERMO FISHER SCIENTIFIC INC COM 883556102   4,123,351 7,154 SH   SOLE   0 0 7,154
UNITED PARCEL SERVICE INC CL B 911312106   1,706,918 8,799 SH   SOLE   0 0 8,799
UNITEDHEALTH GROUP INC COM 91324P102   14,984,411 31,707 SH   SOLE   0 0 31,707
VALERO ENERGY CORP COM 91913Y100   6,829,790 48,924 SH   SOLE   0 0 48,924
VANGUARD WORLD FD MEGA GRWTH IND 921910816   39,828,672 194,752 SH   SOLE   0 0 194,751
VANGUARD WORLD FD MEGA CAP VAL ETF 921910840   33,799,775 334,585 SH   SOLE   0 0 334,584
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505   7,451,720 32,331 SH   SOLE   0 0 32,331
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703   23,969,751 163,393 SH   SOLE   0 0 163,392
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   7,070,952 156,541 SH   SOLE   0 0 156,540
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   871,561 16,300 SH   SOLE   0 0 16,300
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   1,486,681 36,799 SH   SOLE   0 0 36,799
VANGUARD WORLD FDS FINANCIALS ETF 92204A405   546,243 7,013 SH   SOLE   0 0 7,013
VANGUARD INDEX FDS SMALL CP ETF 922908751   8,962,814 47,282 SH   SOLE   0 0 47,282
VISA INC COM CL A 92826C839   6,365,412 28,233 SH   SOLE   0 0 28,233
WEC ENERGY GROUP INC COM 92939U106   4,294,177 45,302 SH   SOLE   0 0 45,302
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,245,895 7,858 SH   SOLE   0 0 7,858
LINDE PLC SHS G54950103   2,391,400 6,728 SH   SOLE   0 0 6,728
MEDTRONIC PLC SHS G5960L103   1,353,771 16,792 SH   SOLE   0 0 16,792
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   2,147,264 22,870 SH   SOLE   0 0 22,870