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
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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 Labs COM 002824100   1,523,044 13,400 SH   SOLE   0 0 0
Allstate Corp COM 020002101   1,678,197 9,700 SH   SOLE   0 0 0
Apple Inc COM 037833100   1,406,136 8,200 SH   SOLE   0 0 0
Cme Group Inc COM 12572Q105   1,722,320 8,000 SH   SOLE   0 0 0
Costco WHSL Corp COM 22160K105   1,538,523 2,100 SH   SOLE   0 0 0
Deere & Co COM 244199105   1,642,960 4,000 SH   SOLE   0 0 0
Delta Air Lines Inc COM 247361702   1,756,829 36,700 SH   SOLE   0 0 0
Diamondback Energy Inc COM 25278X109   1,981,700 10,000 SH   SOLE   0 0 0
Discover Finl SVCS COM 254709108   1,887,696 14,400 SH   SOLE   0 0 0
General Mls Inc COM 370334104   1,259,460 18,000 SH   SOLE   0 0 0
Home Depot Inc COM 437076102   1,572,760 4,100 SH   SOLE   0 0 0
International Business Machs COM 459200101   1,909,600 10,000 SH   SOLE   0 0 0
Johnson & Johnson COM 478160104   1,123,149 7,100 SH   SOLE   0 0 0
Lockheed Martin Corp COM 539830109   1,455,584 3,200 SH   SOLE   0 0 0
McDonalds Corp COM 580135101   1,550,725 5,500 SH   SOLE   0 0 0
Medtronic Plc COM G5960L103   1,481,550 17,000 SH   SOLE   0 0 0
Merck & Co Inc COM 58933Y105   1,583,400 12,000 SH   SOLE   0 0 0
Microsoft Corp COM 594918104   2,019,456 4,800 SH   SOLE   0 0 0
Qualcomm Inc COM 747525103   1,980,810 11,700 SH   SOLE   0 0 0
S P Global Inc COM 78409V104   1,701,800 4,000 SH   SOLE   0 0 0
Starbucks Corp COM 855244109   1,416,545 15,500 SH   SOLE   0 0 0
Price T Rowe Group Inc COM 74144T108   1,450,848 11,900 SH   SOLE   0 0 0
Texas Instrs Inc COM 882508104   1,271,733 7,300 SH   SOLE   0 0 0
Hershey Co COM 427866108   1,439,300 7,400 SH   SOLE   0 0 0
TJX Cos Inc New COM 872540109   1,926,980 19,000 SH   SOLE   0 0 0
United Parcel Service Inc CL B 911312106   1,114,725 7,500 SH   SOLE   0 0 0
Unitedhealth Group Inc COM 91324P102   1,385,160 2,800 SH   SOLE   0 0 0
Verisk Analytics Inc COM 92345Y106   1,414,380 6,000 SH   SOLE   0 0 0
Visa Inc COM CL A 92826C839   1,674,480 6,000 SH   SOLE   0 0 0
Waste mgmt Inc Del COM 94106L109   1,769,145 8,300 SH   SOLE   0 0 0
Williams Cos Inc COM 969457100   1,558,800 40,000 SH   SOLE   0 0 0
Xcel Energy Inc COM 98389B100   1,187,875 22,100 SH   SOLE   0 0 0
Calix Inc COM 13100M509   3,979,200 120,000 SH   SOLE   0 0 0
Chipotle Mexican Grill Inc COM 169656105   5,028,712 1,730 SH   SOLE   0 0 0
Progressive Corp COM 743315103   4,136,400 20,000 SH   SOLE   0 0 0
Societal CDMO Inc COM 75629F109   3,215,471 2,977,288 SH   SOLE   0 0 0
Accenture PLC Ireland SHS CLASS A G1151C101   876,577 2,529 SH   SOLE   0 0 0
Adobe Inc COM 00724F101   2,297,948 4,554 SH   SOLE   0 0 0
Advanced Micro Devices Inc COM 007903107   1,711,767 9,484 SH   SOLE   0 0 0
Alphabet Inc CAP STK CL A 02079K305   5,701,230 37,774 SH   SOLE   0 0 0
Amazon Com Inc COM 023135106   4,870,260 27,000 SH   SOLE   0 0 0
Apple Inc COM 037833100   5,181,783 30,218 SH   SOLE   0 0 0
Atlassian Corporation CL A 049468101   647,765 3,320 SH   SOLE   0 0 0
Autodesk Inc COM 052769106   1,646,636 6,323 SH   SOLE   0 0 0
Axon Enterprises Inc COM 05464C101   829,132 2,650 SH   SOLE   0 0 0
Broadcom Inc COM 11135F101   1,257,814 949 SH   SOLE   0 0 0
Cloudflare Inc CL A COM 18915M107   495,963 5,122 SH   SOLE   0 0 0
Crowdstrike Hldgs Inc CL A 22788C105   810,772 2,529 SH   SOLE   0 0 0
Datadog Inc CL A COM 23804L103   480,680 3,889 SH   SOLE   0 0 0
Invesco Exchange Traded FD T S&P500 EQL WGT 46137V332   2,884,559 81,971 SH   SOLE   0 0 0
Marqeta Inc CLASS A COM 57142B104   842,649 141,384 SH   SOLE   0 0 0
Mastercard Incorporated CL A 57636Q104   2,193,070 4,554 SH   SOLE   0 0 0
Meta Platforms Inc CL A 30303M102   5,712,363 11,764 SH   SOLE   0 0 0
Microsoft Corp COM 594918104   8,766,963 20,838 SH   SOLE   0 0 0
Netflix Inc COM 64110L106   584,859 963 SH   SOLE   0 0 0
Nvidia Corporation COM 67066G104   8,298,295 9,184 SH   SOLE   0 0 0
Palo Alto Networks Inc COM 697435105   714,587 2,515 SH   SOLE   0 0 0
Paypal Hldgs Inc COM 70450Y103   712,372 10,634 SH   SOLE   0 0 0
Salesforce Inc COM 79466L302   3,205,760 10,644 SH   SOLE   0 0 0
Servicenow Inc COM 81762P102   3,353,035 4,398 SH   SOLE   0 0 0
Snowflake Inc CL A 833445109   283,608 1,755 SH   SOLE   0 0 0
Texas Instrs Inc COM 882508104   1,664,228 9,553 SH   SOLE   0 0 0
Veeva Sys Inc CL A COM 922475108   1,528,227 6,596 SH   SOLE   0 0 0
Visa Inc COM CL A 92826C839   2,124,636 7,613 SH   SOLE   0 0 0
Workday Inc CL A 98138H101   1,500,398 5,501 SH   SOLE   0 0 0