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   1,473,294 13,560 SH   SOLE   0 0 13,560
ABBVIE INC COM 00287Y109   2,704,806 17,660 SH   SOLE   0 0 17,660
ADOBE SYSTEMS INCORPORATED COM 00724F101   564,465 1,542 SH   SOLE   0 0 1,542
ADVANCED MICRO DEVICES INC COM 007903107   3,938,281 51,501 SH   SOLE   0 0 51,501
ALPHABET INC CAP STK CL A 02079K305   1,231,282 565 SH   SOLE   0 0 565
AMAZON COM INC COM 023135106   254,904 2,400 SH   SOLE   0 0 2,400
AMBARELLA INC SHS G037AX101   684,712 10,460 SH   SOLE   0 0 10,460
AMERICAN TOWER CORP NEW COM 03027X100   1,593,092 6,233 SH   SOLE   0 0 6,233
APPLE INC COM 037833100   2,413,108 17,650 SH   SOLE   0 0 17,650
AUTOMATIC DATA PROCESSING IN COM 053015103   2,536,233 12,075 SH   SOLE   0 0 12,075
BECTON DICKINSON & CO COM 075887109   909,696 3,690 SH   SOLE   0 0 3,690
BLACKSTONE INC COM 09260D107   3,759,771 41,212 SH   SOLE   0 0 41,212
BLOCK INC CL A 852234103   326,967 5,320 SH   SOLE   0 0 5,320
CARRIER GLOBAL CORPORATION COM 14448C104   460,549 12,915 SH   SOLE   0 0 12,915
CATERPILLAR INC COM 149123101   710,571 3,975 SH   SOLE   0 0 3,975
CORNING INC COM 219350105   2,177,499 69,105 SH   SOLE   0 0 69,105
COSTCO WHSL CORP NEW COM 22160K105   1,793,466 3,742 SH   SOLE   0 0 3,742
CSX CORP COM 126408103   784,620 27,000 SH   SOLE   0 0 27,000
DOCUSIGN INC COM 256163106   867,413 15,117 SH   SOLE   0 0 15,117
EMBECTA CORP COMMON STOCK 29082K105   255,099 10,075 SH   SOLE   0 0 10,075
EXPEDIA GROUP INC COM NEW 30212P303   431,002 4,545 SH   SOLE   0 0 4,545
FISKER INC CL A COM STK 33813J106   638,808 74,540 SH   SOLE   0 0 74,540
GENERAL DYNAMICS CORP COM 369550108   1,185,900 5,360 SH   SOLE   0 0 5,360
HOME DEPOT INC COM 437076102   515,902 1,881 SH   SOLE   0 0 1,881
HONEYWELL INTL INC COM 438516106   2,242,670 12,903 SH   SOLE   0 0 12,903
HUBBELL INC COM 443510607   5,080,601 28,450 SH   SOLE   0 0 28,450
HUNTINGTON INGALLS INDS INC COM 446413106   528,214 2,425 SH   SOLE   0 0 2,425
IRON MTN INC NEW COM 46284V101   2,572,780 52,840 SH   SOLE   0 0 52,840
JOHNSON & JOHNSON COM 478160104   2,060,359 11,607 SH   SOLE   0 0 11,607
JPMORGAN CHASE & CO COM 46625H100   4,286,500 38,065 SH   SOLE   0 0 38,065
L3HARRIS TECHNOLOGIES INC COM 502431109   500,077 2,069 SH   SOLE   0 0 2,069
LOCKHEED MARTIN CORP COM 539830109   7,051,344 16,400 SH   SOLE   0 0 16,400
LUMENTUM HLDGS INC COM 55024U109   927,784 11,682 SH   SOLE   0 0 11,682
MASTERCARD INCORPORATED CL A 57636Q104   636,639 2,018 SH   SOLE   0 0 2,018
MEDTRONIC PLC SHS G5960L103   1,426,576 15,895 SH   SOLE   0 0 15,895
MERCK & CO INC COM 58933Y105   2,357,200 25,855 SH   SOLE   0 0 25,855
MICROSOFT CORP COM 594918104   4,187,870 16,306 SH   SOLE   0 0 16,306
NETFLIX INC COM 64110L106   601,553 3,440 SH   SOLE   0 0 3,440
NORFOLK SOUTHN CORP COM 655844108   962,573 4,235 SH   SOLE   0 0 4,235
NORTHROP GRUMMAN CORP COM 666807102   3,751,989 7,840 SH   SOLE   0 0 7,840
NVIDIA CORPORATION COM 67066G104   6,156,070 40,610 SH   SOLE   0 0 40,610
OTIS WORLDWIDE CORP COM 68902V107   552,993 7,825 SH   SOLE   0 0 7,825
PAYCHEX INC COM 704326107   512,415 4,500 SH   SOLE   0 0 4,500
PFIZER INC COM 717081103   4,008,011 76,445 SH   SOLE   0 0 76,445
QUEST DIAGNOSTICS INC COM 74834L100   952,802 7,165 SH   SOLE   0 0 7,165
RAYTHEON TECHNOLOGIES CORP COM 75513E101   2,359,404 24,549 SH   SOLE   0 0 24,549
SEMPRA COM 816851109   3,907,020 26,000 SH   SOLE   0 0 26,000
SPLUNK INC COM 848637104   741,029 8,377 SH   SOLE   0 0 8,377
STANLEY BLACK & DECKER INC COM 854502101   672,677 6,415 SH   SOLE   0 0 6,415
UNION PAC CORP COM 907818108   7,977,738 37,405 SH   SOLE   0 0 37,405
UNITED PARCEL SERVICE INC CL B 911312106   1,683,019 9,220 SH   SOLE   0 0 9,220
VERIZON COMMUNICATIONS INC COM 92343V104   1,831,568 36,090 SH   SOLE   0 0 36,090
VICARIOUS SURGICAL INC COM CL A 92561V109   153,248 52,125 SH   SOLE   0 0 52,125
WESTROCK CO COM 96145D105   1,860,528 46,700 SH   SOLE   0 0 46,700
WEYERHAEUSER CO MTN BE COM NEW 962166104   2,205,792 66,600 SH   SOLE   0 0 66,600