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   1,413,176 13,600 SH   SOLE   0 0 0
Allstate Corp COM 020002101   1,567,382 9,817 SH   SOLE   0 0 0
Apple Inc COM 037833100   1,751,937 8,318 SH   SOLE   0 0 0
Cme Group Inc COM 12572Q105   1,595,409 8,115 SH   SOLE   0 0 0
Costco WHSL Corp COM 22160K105   1,809,629 2,129 SH   SOLE   0 0 0
Deere & Co COM 244199105   1,514,696 4,054 SH   SOLE   0 0 0
Delta Air Lines Inc COM 247361702   1,761,400 37,129 SH   SOLE   0 0 0
Diamondback Energy Inc COM 25278X109   2,021,919 10,100 SH   SOLE   0 0 0
Discover Finl SVCS COM 254709108   1,904,332 14,558 SH   SOLE   0 0 0
Home Depot Inc COM 437076102   1,432,038 4,160 SH   SOLE   0 0 0
International Business Machs COM 459200101   1,748,179 10,108 SH   SOLE   0 0 0
Johnson & Johnson COM 478160104   1,056,591 7,229 SH   SOLE   0 0 0
Kinder Morgan Inc COM 49456B101   1,466,406 73,800 SH   SOLE   0 0 0
Lockheed Martin Corp COM 539830109   1,515,740 3,245 SH   SOLE   0 0 0
McDonalds Corp COM 580135101   1,420,223 5,573 SH   SOLE   0 0 0
Medtronic Plc COM G5960L103   1,356,646 17,236 SH   SOLE   0 0 0
Merck & Co Inc COM 58933Y105   1,504,665 12,154 SH   SOLE   0 0 0
Microsoft Corp COM 594918104   2,166,814 4,848 SH   SOLE   0 0 0
Qualcomm Inc COM 747525103   2,333,593 11,716 SH   SOLE   0 0 0
S P Global Inc COM 78409V104   1,804,962 4,047 SH   SOLE   0 0 0
Starbucks Corp COM 855244109   1,224,113 15,724 SH   SOLE   0 0 0
Price T Rowe Group Inc COM 74144T108   1,391,792 12,070 SH   SOLE   0 0 0
Texas Instrs Inc COM 882508104   1,443,024 7,418 SH   SOLE   0 0 0
Hershey Co COM 427866108   1,379,644 7,505 SH   SOLE   0 0 0
TJX Cos Inc New COM 872540109   2,114,360 19,204 SH   SOLE   0 0 0
United Parcel Service Inc CL B 911312106   1,044,576 7,633 SH   SOLE   0 0 0
Unitedhealth Group Inc COM 91324P102   1,448,335 2,844 SH   SOLE   0 0 0
Verisk Analytics Inc COM 92345Y106   1,644,255 6,100 SH   SOLE   0 0 0
Visa Inc COM CL A 92826C839   1,601,067 6,100 SH   SOLE   0 0 0
Xcel Energy Inc COM 98389B100   1,201,725 22,500 SH   SOLE   0 0 0
Zoetis Inc COM 98978V103   1,425,366 8,222 SH   SOLE   0 0 0
Calix Inc COM 13100M509   4,251,600 120,000 SH   SOLE   0 0 0
Chipotle Mexican Grill Inc COM 169656105   5,419,225 86,500 SH   SOLE   0 0 0
Lululemon Athletica Inc COM 550021109   1,553,240 5,200 SH   SOLE   0 0 0
Progressive Corp COM 743315103   4,154,200 20,000 SH   SOLE   0 0 0
Pure Storage Inc COM CL A 74624M102   1,502,514 23,400 SH   SOLE   0 0 0
Accenture PLC Ireland SHS CLASS A G1151C101   774,606 2,553 SH   SOLE   0 0 0
Adobe Inc COM 00724F101   2,554,373 4,598 SH   SOLE   0 0 0
Advanced Micro Devices Inc COM 007903107   1,553,161 9,575 SH   SOLE   0 0 0
Alphabet Inc CAP STK CL A 02079K305   6,946,472 38,136 SH   SOLE   0 0 0
Amazon Com Inc COM 023135106   5,807,742 30,053 SH   SOLE   0 0 0
Apple Inc COM 037833100   6,425,595 30,508 SH   SOLE   0 0 0
Atlassian Corporation CL A 049468101   592,902 3,352 SH   SOLE   0 0 0
Autodesk Inc COM 052769106   1,579,721 6,384 SH   SOLE   0 0 0
Axon Enterprises Inc COM 05464C101   990,706 3,367 SH   SOLE   0 0 0
Broadcom Inc COM 11135F101   1,968,380 1,226 SH   SOLE   0 0 0
Calix Inc COM 13100M509   381,475 10,767 SH   SOLE   0 0 0
Cloudflare Inc CL A COM 18915M107   428,314 5,171 SH   SOLE   0 0 0
Crowdstrike Hldgs Inc CL A 22788C105   978,284 2,553 SH   SOLE   0 0 0
Datadog Inc CL A COM 23804L103   509,163 3,926 SH   SOLE   0 0 0
Invesco Exchange Traded FD T S&P500 EQL WGT 46137V332   3,033,908 82,758 SH   SOLE   0 0 0
Marqeta Inc CLASS A COM 57142B104   782,221 142,741 SH   SOLE   0 0 0
Mastercard Incorporated CL A 57636Q104   2,028,454 4,598 SH   SOLE   0 0 0
Meta Platforms Inc CL A 30303M102   4,872,782 9,664 SH   SOLE   0 0 0
Microsoft Corp COM 594918104   9,402,934 21,038 SH   SOLE   0 0 0
Netflix Inc COM 64110L106   815,255 1,208 SH   SOLE   0 0 0
Nvidia Corporation COM 67066G104   10,954,292 88,670 SH   SOLE   0 0 0
Palo Alto Networks Inc COM 697435105   860,746 2,539 SH   SOLE   0 0 0
Paypal Hldgs Inc COM 70450Y103   623,010 10,736 SH   SOLE   0 0 0
Salesforce Inc COM 79466L302   2,762,797 10,746 SH   SOLE   0 0 0
Servicenow Inc COM 81762P102   2,969,679 3,775 SH   SOLE   0 0 0
Snowflake Inc CL A 833445109   239,379 1,772 SH   SOLE   0 0 0
Texas Instrs Inc COM 882508104   1,876,242 9,645 SH   SOLE   0 0 0
Veeva Sys Inc CL A COM 922475108   1,218,664 6,659 SH   SOLE   0 0 0
Visa Inc COM CL A 92826C839   2,017,344 7,686 SH   SOLE   0 0 0
Workday Inc CL A 98138H101   1,241,652 5,554 SH   SOLE   0 0 0