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
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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. Common Stock 00287Y109   6,977,391 39,265 SH   SOLE   39,265 0 0
Adobe Inc. Common Stock 00724F101   6,301,116 14,170 SH   SOLE   14,170 0 0
Advanced Micro Devices, Inc. Common Stock 007903107   5,488,456 45,438 SH   SOLE   45,438 0 0
Alphabet Inc. Class C Capital Stock 02079K107   46,469,264 244,010 SH   SOLE   244,010 0 0
Amazon.com, Inc. Common Stock 023135106   28,805,907 131,300 SH   SOLE   131,300 0 0
American Express Company Common Stock 025816109   6,868,908 23,144 SH   SOLE   23,144 0 0
Ametek Inc Common Stock 031100100   5,474,676 30,371 SH   SOLE   30,371 0 0
Amphenol Corporation Class A Common 032095101   6,878,536 99,043 SH   SOLE   99,043 0 0
Apple Inc. Common Stock 037833100   82,201,367 328,254 SH   SOLE   328,254 0 0
Berkshire Hathaway Inc. Class B Common Stock 084670702   20,543,556 45,322 SH   SOLE   45,322 0 0
Booking Holdings Inc. Common Stock 09857L108   14,418,355 2,902 SH   SOLE   2,902 0 0
Bristol-Myers Squibb Company Common Stock 110122108   3,105,596 54,908 SH   SOLE   54,908 0 0
Broadcom Inc. Common Stock 11135F101   29,066,708 125,374 SH   SOLE   125,374 0 0
Cardinal Health, Inc. Common Shares 14149Y108   9,922,262 83,895 SH   SOLE   83,895 0 0
Cheniere Energy, Inc. Common Stock 16411R208   15,262,216 71,030 SH   SOLE   71,030 0 0
Chevron Corporation Common Stock 166764100   3,918,791 27,056 SH   SOLE   27,056 0 0
Chipotle Mexican Grill, Inc. Common Stock 169656105   4,281,903 71,010 SH   SOLE   71,010 0 0
Cisco Systems, Inc. Common Stock 17275R102   9,403,506 158,843 SH   SOLE   158,843 0 0
Citigroup, Inc. Common Stock 172967424   9,061,164 128,728 SH   SOLE   128,728 0 0
Costco Wholesale Corporation Common Stock 22160K105   8,404,945 9,173 SH   SOLE   9,173 0 0
Digital Realty Trust, Inc. Common Stock 253868103   2,068,200 11,663 SH   SOLE   11,663 0 0
Eli Lilly and Company Common Stock 532457108   14,091,316 18,253 SH   SOLE   18,253 0 0
Emerson Electric Co. CO Common Stock 291011104   8,760,364 70,688 SH   SOLE   70,688 0 0
Exxon Mobil Corporation Common Stock 30231G102   13,984,100 130,000 SH   SOLE   130,000 0 0
Fair Isaac Corporation Common Stock 303250104   2,687,756 1,350 SH   SOLE   1,350 0 0
Fiserv, Inc. Common Stock 337738108   3,113,551 15,157 SH   SOLE   15,157 0 0
Freeport-McMoRan Inc. Class B Common Stock 35671D857   1,300,242 34,145 SH   SOLE   34,145 0 0
GE Aerospace Common Stock 369604301   9,258,346 55,509 SH   SOLE   55,509 0 0
GE Vernova Inc. INC Common Stock 36828A101   8,963,671 27,251 SH   SOLE   27,251 0 0
General Motors Company Common Stock 37045V100   5,865,134 110,102 SH   SOLE   110,102 0 0
Global X Funds Lithium & Battery Tech ETF 37954Y855   3,287,200 80,000 SH   SOLE   80,000 0 0
Honeywell International Inc. Common Stock 438516106   8,808,581 38,995 SH   SOLE   38,995 0 0
International Business Machines Corporation Common Stock 459200101   5,668,317 25,785 SH   SOLE   25,785 0 0
Intuitive Surgical, Inc. Common Stock 46120E602   4,431,440 8,490 SH   SOLE   8,490 0 0
JPMorgan Chase & Co. Common Stock 46625H100   25,160,920 104,964 SH   SOLE   104,964 0 0
Kenvue Inc. Common Stock 49177J102   5,990,127 280,568 SH   SOLE   280,568 0 0
Kinder Morgan, Inc. Common Stock 49456B101   10,072,350 367,604 SH   SOLE   367,604 0 0
Linde plc Ordinary Shares G54950103   9,894,009 23,632 SH   SOLE   23,632 0 0
Live Nation Entertainment, Inc. Common Stock 538034109   7,472,539 57,703 SH   SOLE   57,703 0 0
Marriott International, Inc. Class A Common Stock 571903202   8,839,609 31,690 SH   SOLE   31,690 0 0
McKesson Corporation Common Stock 58155Q103   5,629,001 9,877 SH   SOLE   9,877 0 0
Meta Platforms, Inc. Class A Common Stock 30303M102   41,821,808 71,428 SH   SOLE   71,428 0 0
Micron Technology, Inc. INC Common Stock 595112103   7,154,189 85,007 SH   SOLE   85,007 0 0
Microsoft Corporation Common Stock 594918104   64,658,522 153,401 SH   SOLE   153,401 0 0
MiNK Therapeutics, Inc. Common Stock 603693102   116,150 166,666 SH   SOLE   166,666 0 0
Morgan Stanley Common Stock 617446448   4,483,427 35,662 SH   SOLE   35,662 0 0
Netflix, Inc. Common Stock 64110L106   16,279,068 18,264 SH   SOLE   18,264 0 0
NVIDIA Corporation Common Stock 67066G104   86,962,847 647,575 SH   SOLE   647,575 0 0
Oracle Corporation Common Stock 68389X105   11,510,991 69,077 SH   SOLE   69,077 0 0
Palantir Technologies Inc. Class A Common Stock 69608A108   6,576,936 86,962 SH   SOLE   86,962 0 0
Palo Alto Networks, Inc. Common Stock 697435105   5,509,385 30,278 SH   SOLE   30,278 0 0
Plug Power, Inc. Common Stock 72919P202   44,391 20,841 SH   SOLE   20,841 0 0
S&P Global Inc. Common Stock 78409V104   5,192,461 10,426 SH   SOLE   10,426 0 0
Salesforce, Inc. Common Stock 79466L302   7,684,909 22,986 SH   SOLE   22,986 0 0
ServiceNow, Inc. Common Stock 81762P102   4,316,809 4,072 SH   SOLE   4,072 0 0
State Street Corporation Common Stock 857477103   8,962,665 91,316 SH   SOLE   91,316 0 0
Stryker Corporation Common Stock 863667101   8,890,355 24,692 SH   SOLE   24,692 0 0
The Bank of New York Mellon Corporation MELLON CORP Common Stock 064058100   4,470,507 58,187 SH   SOLE   58,187 0 0
The Goldman Sachs Group, Inc. Common Stock 38141G104   7,142,289 12,473 SH   SOLE   12,473 0 0
The Home Depot, Inc. Common Stock 437076102   8,716,099 22,407 SH   SOLE   22,407 0 0
The PNC Financial Services Group, Inc. Common Stock 693475105   8,850,272 45,892 SH   SOLE   45,892 0 0
Uber Technologies, Inc. Common Stock 90353T100   1,722,980 28,564 SH   SOLE   28,564 0 0
United Airlines Holdings, Inc. Common Stock 910047109   9,358,984 96,385 SH   SOLE   96,385 0 0
UnitedHealth Group Incorporated Common Stock 91324P102   12,722,379 25,150 SH   SOLE   25,150 0 0
US Foods Holding Corp. Common Stock 912008109   9,001,323 133,432 SH   SOLE   133,432 0 0
Vertex Pharmaceuticals Incorporated Common Stock 92532F100   9,140,887 22,699 SH   SOLE   22,699 0 0
Visa Inc. Class A Common Stock 92826C839   17,607,853 55,714 SH   SOLE   55,714 0 0
Vistra Corp. Common Stock 92840M102   11,947,125 86,655 SH   SOLE   86,655 0 0
Walmart Inc. Common Stock 931142103   21,540,344 238,410 SH   SOLE   238,410 0 0
Wells Fargo & Company Common Stock 949746101   11,077,550 157,710 SH   SOLE   157,710 0 0
Westinghouse Air Brake Technologies Corporation Common Stock 929740108   4,312,225 22,745 SH   SOLE   22,745 0 0
Yum China Holdings, Inc. Common Stock 98850P109   9,078,455 188,467 SH   SOLE   188,467 0 0