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
Abbott Laboratories Common Stock 002824100   8,161,550 84,270 SH   SOLE   84,270 0 0
Adobe Inc. Common Stock 00724F101   18,658,261 36,592 SH   SOLE   36,592 0 0
Akamai Technologies, Inc. Common Stock 00971T101   3,289,316 30,874 SH   SOLE   30,874 0 0
Align Technology, Inc. Common Stock 016255101   9,601,093 31,446 SH   SOLE   31,446 0 0
Alphabet Inc. Class C Capital Stock 02079K107   69,398,061 526,341 SH   SOLE   526,341 0 0
Amazon.com, Inc. Common Stock 023135106   33,427,221 262,958 SH   SOLE   262,958 0 0
Amphenol Corporation Common Stock 032095101   4,154,733 49,467 SH   SOLE   49,467 0 0
Apple Inc. Common Stock 037833100   64,675,776 377,757 SH   SOLE   377,757 0 0
Applied Materials, Inc. Common Stock 038222105   26,725,973 193,037 SH   SOLE   193,037 0 0
AutoZone, Inc. Common Stock 053332102   16,408,335 6,460 SH   SOLE   6,460 0 0
Berkshire Hathaway Inc. Class A Common Stock 084670108   22,322,034 42 SH   SOLE   42 0 0
Berkshire Hathaway Inc. Class B Common Stock 084670702   13,070,043 37,311 SH   SOLE   37,311 0 0
Cadence Design System, Inc. Common Stock 127387108   12,662,744 54,045 SH   SOLE   54,045 0 0
Caterpillar, Inc. Common Stock 149123101   4,295,928 15,736 SH   SOLE   15,736 0 0
Cisco Systems, Inc. Common Stock 17275R102   10,913,065 202,996 SH   SOLE   202,996 0 0
Coca Cola Company Common Stock 191216100   15,735,978 281,100 SH   SOLE   281,100 0 0
Crown Castle Inc. Common Stock 22822V101   5,083,829 55,241 SH   SOLE   55,241 0 0
CSX Corporation Common Stock 126408103   6,393,263 207,911 SH   SOLE   207,911 0 0
D.R. Horton Inc. Common Stock 23331A109   6,645,515 61,836 SH   SOLE   61,836 0 0
Deere & Company Common Stock 244199105   5,669,002 15,022 SH   SOLE   15,022 0 0
Edwards Lifesciences Corporation Common Stock 28176E108   7,829,541 113,013 SH   SOLE   113,013 0 0
Elevance Health, Inc. Common Stock 036752103   13,306,435 30,560 SH   SOLE   30,560 0 0
Eli Lilly and Company Common Stock 532457108   9,316,520 17,345 SH   SOLE   17,345 0 0
Exxon Mobil Corporation Common Stock 30231G102   10,724,825 91,213 SH   SOLE   91,213 0 0
Fiserv, Inc. Common Stock 337738108   7,610,228 67,371 SH   SOLE   67,371 0 0
Genuine Parts Company Common Stock 372460105   3,954,857 27,392 SH   SOLE   27,392 0 0
Global X Funds Lithium & Battery Tech ETF 37954Y855   4,437,600 80,000 SH   SOLE   80,000 0 0
Graco Inc. Common Stock 384109104   4,111,890 56,420 SH   SOLE   56,420 0 0
Home Depot, Inc. Common Stock 437076102   9,596,299 31,759 SH   SOLE   31,759 0 0
Humana Inc. Common Stock 444859102   14,647,658 30,107 SH   SOLE   30,107 0 0
Intel Corporation Common Stock 458140100   21,143,398 594,751 SH   SOLE   594,751 0 0
Johnson & Johnson Common Stock 478160104   6,250,871 40,134 SH   SOLE   40,134 0 0
JPMorgan Chase & Co. Common Stock 46625H100   17,379,922 119,845 SH   SOLE   119,845 0 0
Kenvue Inc. Common Stock 49177J102   6,457,246 321,576 SH   SOLE   321,576 0 0
Keurig Dr Pepper Inc. Common Stock 49271V100   6,388,916 202,373 SH   SOLE   202,373 0 0
Linde plc Ordinary Shares G54950103   10,977,250 29,481 SH   SOLE   29,481 0 0
Lowe's Companies, Inc. Common Stock 548661107   7,818,109 37,616 SH   SOLE   37,616 0 0
Martin Marietta Materials, Inc. Common Stock 573284106   8,258,037 20,118 SH   SOLE   20,118 0 0
Merck & Company, Inc. Common Stock 58933Y105   26,080,221 253,329 SH   SOLE   253,329 0 0
Microsoft Corporation Common Stock 594918104   55,776,922 176,649 SH   SOLE   176,649 0 0
Monster Beverage Corporation Common Stock 61174X109   5,545,189 104,725 SH   SOLE   104,725 0 0
Nasdaq, Inc. Common Stock 631103108   7,355,846 151,386 SH   SOLE   151,386 0 0
Netflix, Inc. Common Stock 64110L106   6,695,981 17,733 SH   SOLE   17,733 0 0
NVIDIA Corporation Common Stock 67066G104   22,950,072 52,760 SH   SOLE   52,760 0 0
NVR Inc Common Stock 62944T105   7,609,171 1,276 SH   SOLE   1,276 0 0
Occidental Petroleum Corporation Common Stock 674599105   16,796,718 258,889 SH   SOLE   258,889 0 0
Otis Worldwide Corporation Common Stock 68902V107   6,294,537 78,378 SH   SOLE   78,378 0 0
Pepsico, Inc. Common Stock 713448108   14,254,479 84,127 SH   SOLE   84,127 0 0
Pinterest, Inc. Class A Common Stock 72352L106   9,310,970 344,468 SH   SOLE   344,468 0 0
Plug Power, Inc. Common Stock 72919P202   158,392 20,841 SH   SOLE   20,841 0 0
Procter & Gamble Company Common Stock 742718109   13,764,954 94,371 SH   SOLE   94,371 0 0
Schlumberger Limited Common Stock 806857108   17,301,341 296,764 SH   SOLE   296,764 0 0
Thermo Fisher Scientific Inc Common Stock 883556102   4,484,160 8,859 SH   SOLE   8,859 0 0
TJX Companies, Inc. Common Stock 872540109   6,835,316 76,905 SH   SOLE   76,905 0 0
Union Pacific Corporation Common Stock 907818108   7,779,481 38,204 SH   SOLE   38,204 0 0
Vertex Pharmaceuticals Incorporated Common Stock 92532F100   18,739,361 53,889 SH   SOLE   53,889 0 0
Visa Inc. Class A Common Stock 92826C839   22,091,770 96,047 SH   SOLE   96,047 0 0
Westinghouse Air Brake Technologies Corporation Common Stock 929740108   13,105,004 123,318 SH   SOLE   123,318 0 0
W.W. Grainger, Inc. Common Stock 384802104   10,935,915 15,807 SH   SOLE   15,807 0 0
Zoetis Inc. Class A Common Stock 98978V103   9,952,004 57,202 SH   SOLE   57,202 0 0