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   2,206,709 19,415 SH   SOLE   0 0 19,415
ABBVIE INC COM 00287Y109   2,775,568 15,242 SH   SOLE   0 0 15,242
ADOBE INC COM 00724F101   2,849,476 5,647 SH   SOLE   0 0 5,647
ADVANCED MICRO DEVICES INC COM 007903107   2,559,529 14,181 SH   SOLE   0 0 14,181
ALPHABET INC CAP STK CL C 02079K107   10,070,476 66,140 SH   SOLE   0 0 66,140
ALPHABET INC CAP STK CL A 02079K305   438,754 2,907 SH   SOLE   0 0 2,907
AMAZON COM INC COM 023135106   9,569,339 53,051 SH   SOLE   0 0 53,051
AMETEK INC COM 031100100   3,161,427 17,285 SH   SOLE   0 0 17,285
AMPHENOL CORP NEW CL A 032095101   4,389,760 38,056 SH   SOLE   0 0 38,056
ANALOG DEVICES INC COM 032654105   3,097,194 15,659 SH   SOLE   0 0 15,659
ELEVANCE HEALTH INC COM 036752103   1,993,268 3,844 SH   SOLE   0 0 3,844
APPLE INC COM 037833100   13,649,927 79,601 SH   SOLE   0 0 79,601
ATMOS ENERGY CORP COM 049560105   2,513,863 21,148 SH   SOLE   0 0 21,148
AUTOMATIC DATA PROCESSING IN COM 053015103   1,821,604 7,294 SH   SOLE   0 0 7,294
AUTOZONE INC COM 053332102   841,491 267 SH   SOLE   0 0 267
BANK AMERICA CORP COM 060505104   3,878,344 102,277 SH   SOLE   0 0 102,277
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   345,667 822 SH   SOLE   0 0 822
BLACKROCK INC COM 09247X101   232,602 279 SH   SOLE   0 0 279
BROADCOM INC COM 11135F101   4,283,725 3,232 SH   SOLE   0 0 3,232
CBOE GLOBAL MKTS INC COM 12503M108   2,428,359 13,217 SH   SOLE   0 0 13,217
CSX CORP COM 126408103   1,779,768 48,011 SH   SOLE   0 0 48,011
CVS HEALTH CORP COM 126650100   1,609,397 20,178 SH   SOLE   0 0 20,178
CADENCE DESIGN SYSTEM INC COM 127387108   716,878 2,303 SH   SOLE   0 0 2,303
CAPITAL ONE FINL CORP COM 14040H105   1,437,533 9,655 SH   SOLE   0 0 9,655
CHURCH & DWIGHT CO INC COM 171340102   2,115,720 20,283 SH   SOLE   0 0 20,283
COCA COLA CO COM 191216100   2,419,914 39,554 SH   SOLE   0 0 39,554
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   214,740 2,930 SH   SOLE   0 0 2,930
COMCAST CORP NEW CL A 20030N101   1,643,008 37,901 SH   SOLE   0 0 37,901
CONOCOPHILLIPS COM 20825C104   2,025,152 15,911 SH   SOLE   0 0 15,911
DARDEN RESTAURANTS INC COM 237194105   2,723,709 16,295 SH   SOLE   0 0 16,295
DELTA AIR LINES INC DEL COM NEW 247361702   214,266 4,476 SH   SOLE   0 0 4,476
DIAMONDBACK ENERGY INC COM 25278X109   2,493,771 12,584 SH   SOLE   0 0 12,584
DOVER CORP COM 260003108   2,318,354 13,084 SH   SOLE   0 0 13,084
DOW INC COM 260557103   3,260,242 56,279 SH   SOLE   0 0 56,279
EQUITY RESIDENTIAL SH BEN INT 29476L107   2,397,928 37,996 SH   SOLE   0 0 37,996
EXXON MOBIL CORP COM 30231G102   3,540,322 30,457 SH   SOLE   0 0 30,457
META PLATFORMS INC CL A 30303M102   7,902,329 16,274 SH   SOLE   0 0 16,274
FASTENAL CO COM 311900104   406,142 5,265 SH   SOLE   0 0 5,265
FEDEX CORP COM 31428X106   3,593,355 12,402 SH   SOLE   0 0 12,402
FIDELITY NATL INFORMATION SV COM 31620M106   1,883,801 25,395 SH   SOLE   0 0 25,395
FISERV INC COM 337738108   2,279,353 14,262 SH   SOLE   0 0 14,262
GALLAGHER ARTHUR J & CO COM 363576109   3,103,496 12,412 SH   SOLE   0 0 12,412
GENERAL DYNAMICS CORP COM 369550108   1,848,615 6,544 SH   SOLE   0 0 6,544
GENERAL ELECTRIC CO COM NEW 369604301   2,886,591 16,445 SH   SOLE   0 0 16,445
HUNT J B TRANS SVCS INC COM 445658107   861,756 4,325 SH   SOLE   0 0 4,325
HUNTINGTON BANCSHARES INC COM 446150104   276,768 19,840 SH   SOLE   0 0 19,840
INTERCONTINENTAL EXCHANGE IN COM 45866F104   1,195,916 8,702 SH   SOLE   0 0 8,702
INTUIT COM 461202103   3,277,300 5,042 SH   SOLE   0 0 5,042
INTUITIVE SURGICAL INC COM NEW 46120E602   789,799 1,979 SH   SOLE   0 0 1,979
ISHARES U S ETF TR BLACKROCK SHORT 46431W838   3,636,757 72,561 SH   SOLE   0 0 72,561
ISHARES TR TRS FLT RT BD 46434V860   5,059,774 99,818 SH   SOLE   0 0 99,818
JPMORGAN CHASE & CO COM 46625H100   2,165,043 10,809 SH   SOLE   0 0 10,809
KEYSIGHT TECHNOLOGIES INC COM 49338L103   211,113 1,350 SH   SOLE   0 0 1,350
KROGER CO COM 501044101   2,025,601 35,456 SH   SOLE   0 0 35,456
L3HARRIS TECHNOLOGIES INC COM 502431109   2,502,646 11,744 SH   SOLE   0 0 11,744
LAM RESEARCH CORP COM 512807108   299,244 308 SH   SOLE   0 0 308
LEAR CORP COM NEW 521865204   2,464,554 17,011 SH   SOLE   0 0 17,011
ELI LILLY & CO COM 532457108   5,750,680 7,392 SH   SOLE   0 0 7,392
LOEWS CORP COM 540424108   287,011 3,666 SH   SOLE   0 0 3,666
MARATHON PETE CORP COM 56585A102   239,987 1,191 SH   SOLE   0 0 1,191
MARSH & MCLENNAN COS INC COM 571748102   376,737 1,829 SH   SOLE   0 0 1,829
MASTERCARD INCORPORATED CL A 57636Q104   4,722,757 9,807 SH   SOLE   0 0 9,807
MCDONALDS CORP COM 580135101   3,140,359 11,138 SH   SOLE   0 0 11,138
MCKESSON CORP COM 58155Q103   1,868,238 3,480 SH   SOLE   0 0 3,480
MERCK & CO INC COM 58933Y105   4,020,517 30,470 SH   SOLE   0 0 30,470
MICROSOFT CORP COM 594918104   16,485,334 39,184 SH   SOLE   0 0 39,184
MONDELEZ INTL INC CL A 609207105   3,221,470 46,021 SH   SOLE   0 0 46,021
MOTOROLA SOLUTIONS INC COM NEW 620076307   206,953 583 SH   SOLE   0 0 583
NETFLIX INC COM 64110L106   3,350,640 5,517 SH   SOLE   0 0 5,517
NEWS CORP NEW CL B 65249B208   483,210 17,857 SH   SOLE   0 0 17,857
NORTHROP GRUMMAN CORP COM 666807102   225,449 471 SH   SOLE   0 0 471
NVIDIA CORPORATION COM 67066G104   14,442,503 15,984 SH   SOLE   0 0 15,984
OREILLY AUTOMOTIVE INC COM 67103H107   2,285,982 2,025 SH   SOLE   0 0 2,025
OLD DOMINION FREIGHT LINE IN COM 679580100   361,423 1,648 SH   SOLE   0 0 1,648
ORACLE CORP COM 68389X105   448,553 3,571 SH   SOLE   0 0 3,571
PTC INC COM 69370C100   3,351,418 17,738 SH   SOLE   0 0 17,738
PACKAGING CORP AMER COM 695156109   1,754,137 9,243 SH   SOLE   0 0 9,243
PHILIP MORRIS INTL INC COM 718172109   2,099,106 22,911 SH   SOLE   0 0 22,911
PIONEER NAT RES CO COM 723787107   3,255,525 12,402 SH   SOLE   0 0 12,402
PROCTER AND GAMBLE CO COM 742718109   4,496,597 27,714 SH   SOLE   0 0 27,714
PROGRESSIVE CORP COM 743315103   465,345 2,250 SH   SOLE   0 0 2,250
PROSHARES TR PSHS ULT S&P 500 74347R107   7,920,606 102,175 SH   SOLE   0 0 102,175
REGENERON PHARMACEUTICALS COM 75886F107   267,572 278 SH   SOLE   0 0 278
ROPER TECHNOLOGIES INC COM 776696106   2,979,182 5,312 SH   SOLE   0 0 5,312
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   2,840,292 30,940 SH   SOLE   0 0 30,940
SALESFORCE INC COM 79466L302   2,677,490 8,890 SH   SOLE   0 0 8,890
SEMPRA COM 816851109   2,799,862 38,979 SH   SOLE   0 0 38,979
SYNOPSYS INC COM 871607107   667,512 1,168 SH   SOLE   0 0 1,168
SYNCHRONY FINANCIAL COM 87165B103   1,751,707 40,624 SH   SOLE   0 0 40,624
TJX COS INC NEW COM 872540109   2,660,754 26,235 SH   SOLE   0 0 26,235
T-MOBILE US INC COM 872590104   5,182,412 31,751 SH   SOLE   0 0 31,751
TELEDYNE TECHNOLOGIES INC COM 879360105   3,148,633 7,334 SH   SOLE   0 0 7,334
THERMO FISHER SCIENTIFIC INC COM 883556102   2,585,803 4,449 SH   SOLE   0 0 4,449
TRACTOR SUPPLY CO COM 892356106   2,987,534 11,415 SH   SOLE   0 0 11,415
UNION PAC CORP COM 907818108   1,844,475 7,500 SH   SOLE   0 0 7,500
UNITEDHEALTH GROUP INC COM 91324P102   4,199,607 8,489 SH   SOLE   0 0 8,489
VERTEX PHARMACEUTICALS INC COM 92532F100   1,071,360 2,563 SH   SOLE   0 0 2,563
VICI PPTYS INC COM 925652109   2,056,374 69,029 SH   SOLE   0 0 69,029
VISA INC COM CL A 92826C839   3,734,928 13,383 SH   SOLE   0 0 13,383
VULCAN MATLS CO COM 929160109   2,427,623 8,895 SH   SOLE   0 0 8,895
WABTEC COM 929740108   204,243 1,402 SH   SOLE   0 0 1,402
WALMART INC COM 931142103   227,984 3,789 SH   SOLE   0 0 3,789
WASTE MGMT INC DEL COM 94106L109   328,464 1,541 SH   SOLE   0 0 1,541
WELLS FARGO CO NEW COM 949746101   2,073,577 35,776 SH   SOLE   0 0 35,776
ZOETIS INC CL A 98978V103   2,237,971 13,226 SH   SOLE   0 0 13,226
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,772,187 7,998 SH   SOLE   0 0 7,998
LINDE PLC SHS G54950103   321,309 692 SH   SOLE   0 0 692
CHUBB LIMITED COM H1467J104   1,669,056 6,441 SH   SOLE   0 0 6,441
TE CONNECTIVITY LTD SHS H84989104   1,739,975 11,980 SH   SOLE   0 0 11,980
NXP SEMICONDUCTORS N V COM N6596X109   240,337 970 SH   SOLE   0 0 970
STELLANTIS N.V SHS N82405106   1,886,195 66,650 SH   SOLE   0 0 66,650