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
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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
Activision Blizzard, Inc. Common Stock 00507V109   13,991,312 163,469 SH   SOLE   163,469 0 0
Adobe Inc. Common Stock 00724F101   20,227,686 52,489 SH   SOLE   52,489 0 0
Advanced Micro Devices, Inc. Common Stock 007903107   9,539,411 97,331 SH   SOLE   97,331 0 0
Alphabet Inc. Class C Capital Stock 02079K107   48,792,328 469,157 SH   SOLE   469,157 0 0
Amazon.com, Inc. Common Stock 023135106   9,343,510 90,459 SH   SOLE   90,459 0 0
American Express Company Common Stock 025816109   15,818,375 95,898 SH   SOLE   95,898 0 0
Apple Inc. Common Stock 037833100   47,613,226 288,740 SH   SOLE   288,740 0 0
Applied Materials, Inc. Common Stock 038222105   23,807,648 193,826 SH   SOLE   193,826 0 0
AutoZone, Inc. Common Stock 053332102   15,909,147 6,472 SH   SOLE   6,472 0 0
Berkshire Hathaway Inc. Class A Common Stock 084670108   19,555,200 42 SH   SOLE   42 0 0
Berkshire Hathaway Inc. Class B Common Stock 084670702   11,559,114 37,436 SH   SOLE   37,436 0 0
Cadence Design System, Inc. Common Stock 127387108   7,381,722 35,136 SH   SOLE   35,136 0 0
Caterpillar, Inc. Common Stock 149123101   7,234,777 31,615 SH   SOLE   31,615 0 0
Charles Schwab Corporation Common Stock 808513105   11,089,632 211,715 SH   SOLE   211,715 0 0
Cisco Systems, Inc. Common Stock 17275R102   10,577,846 202,350 SH   SOLE   202,350 0 0
Coca Cola Company Common Stock 191216100   26,162,021 421,764 SH   SOLE   421,764 0 0
Crown Castle Inc. Common Stock 22822V101   7,424,640 55,474 SH   SOLE   55,474 0 0
CSX Corporation Common Stock 126408103   6,248,987 208,717 SH   SOLE   208,717 0 0
D.R. Horton Inc. Common Stock 23331A109   12,131,828 124,187 SH   SOLE   124,187 0 0
Deere & Company Common Stock 244199105   12,455,351 30,167 SH   SOLE   30,167 0 0
Elevance Health, Inc. Common Stock 036752103   14,109,730 30,686 SH   SOLE   30,686 0 0
Exxon Mobil Corporation Common Stock 30231G102   27,524,550 250,999 SH   SOLE   250,999 0 0
Fiserv, Inc. Common Stock 337738108   7,647,158 67,656 SH   SOLE   67,656 0 0
Freeport-McMoRan, Inc. Common Stock 35671D857   6,604,551 161,441 SH   SOLE   161,441 0 0
Global X Funds Lithium & Battery Tech ETF 37954Y855   5,069,600 80,000 SH   SOLE   80,000 0 0
Home Depot, Inc. Common Stock 437076102   9,411,377 31,890 SH   SOLE   31,890 0 0
Humana Inc. Common Stock 444859102   14,675,456 30,230 SH   SOLE   30,230 0 0
Intel Corporation Common Stock 458140100   4,224,623 129,312 SH   SOLE   129,312 0 0
Johnson & Johnson Common Stock 478160104   7,096,520 45,784 SH   SOLE   45,784 0 0
JPMorgan Chase & Co. Common Stock 46625H100   10,714,219 82,221 SH   SOLE   82,221 0 0
Linde plc Ordinary Shares G54950103   17,185,879 48,351 SH   SOLE   48,351 0 0
Lowe's Companies, Inc. Common Stock 548661107   7,550,867 37,760 SH   SOLE   37,760 0 0
Martin Marietta Materials, Inc. Common Stock 573284106   7,171,857 20,199 SH   SOLE   20,199 0 0
McKesson Corporation Common Stock 58155Q103   6,213,785 17,452 SH   SOLE   17,452 0 0
Merck & Company, Inc. Common Stock 58933Y105   26,990,930 253,698 SH   SOLE   253,698 0 0
Microsoft Corporation Common Stock 594918104   51,180,169 177,524 SH   SOLE   177,524 0 0
MiNK Therapeutics, Inc. Common Stock 603693102   315,832 166,666 SH   SOLE   166,666 0 0
Monster Beverage Corporation Common Stock 61174X109   5,653,335 104,672 SH   SOLE   104,672 0 0
Nike, Inc. Class B Common Stock 654106103   6,733,181 54,902 SH   SOLE   54,902 0 0
NVIDIA Corporation Common Stock 67066G104   13,729,060 49,426 SH   SOLE   49,426 0 0
NVR Inc Common Stock 62944T105   11,729,460 2,105 SH   SOLE   2,105 0 0
Occidental Petroleum Corporation Common Stock 674599105   16,085,901 257,663 SH   SOLE   257,663 0 0
Otis Worldwide Corporation Common Stock 68902V107   6,637,132 78,639 SH   SOLE   78,639 0 0
Pepsico, Inc. Common Stock 713448108   14,845,418 81,434 SH   SOLE   81,434 0 0
Pinterest, Inc. Class A Common Stock 72352L106   9,433,484 345,929 SH   SOLE   345,929 0 0
Plug Power, Inc. Common Stock 72919P202   244,257 20,841 SH   SOLE   20,841 0 0
Procter & Gamble Company Common Stock 742718109   7,294,731 49,060 SH   SOLE   49,060 0 0
Schlumberger Limited Common Stock 806857108   11,250,823 229,141 SH   SOLE   229,141 0 0
The Cigna Group Common Stock 125523100   9,890,800 38,707 SH   SOLE   38,707 0 0
The Estee Lauder Companies, Inc. Class A Common Stock 518439104   9,334,180 37,873 SH   SOLE   37,873 0 0
Thermo Fisher Scientific Inc Common Stock 883556102   4,477,819 7,769 SH   SOLE   7,769 0 0
TJX Companies, Inc. Common Stock 872540109   6,051,038 77,221 SH   SOLE   77,221 0 0
UGI Corporation Common Stock 902681105   8,169,226 235,018 SH   SOLE   235,018 0 0
Union Pacific Corporation Common Stock 907818108   7,743,076 38,473 SH   SOLE   38,473 0 0
UnitedHealth Group Incorporated Common Stock 91324P102   20,873,828 44,169 SH   SOLE   44,169 0 0
Vertex Pharmaceuticals Incorporated Common Stock 92532F100   13,069,419 41,481 SH   SOLE   41,481 0 0
Visa Inc. Class A Common Stock 92826C839   21,742,235 96,435 SH   SOLE   96,435 0 0
W.W. Grainger, Inc. Common Stock 384802104   10,927,971 15,865 SH   SOLE   15,865 0 0
Westinghouse Air Brake Technologies Corporation Common Stock 929740108   12,517,089 123,858 SH   SOLE   123,858 0 0
Yum China Holdings, Inc. Common Stock 98850P109   5,175,920 81,652 SH   SOLE   81,652 0 0