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
ABBOTT LABS COM 002824100   399,035 3,500 SH   SOLE   0 0 3,500
ABBVIE INC COM 00287Y109   2,673,090 13,536 SH   SOLE   0 0 13,536
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   874,863 2,475 SH   SOLE   0 0 2,475
ADDUS HOMECARE CORP COM 006739106   810,153 6,090 SH   SOLE   0 0 6,090
ADVANCED MICRO DEVICES INC COM 007903107   9,099,385 55,457 SH   SOLE   0 0 55,457
AECOM COM 00766T100   6,796,509 65,813 SH   SOLE   0 0 65,813
AFLAC INC COM 001055102   559,000 5,000 SH   SOLE   0 0 5,000
ALPHABET INC CAP STK CL A 02079K305   14,692,990 88,592 SH   SOLE   0 0 88,592
ALPHABET INC CAP STK CL C 02079K107   1,399,381 8,370 SH   SOLE   0 0 8,370
AMAZON COM INC COM 023135106   13,959,285 74,917 SH   SOLE   0 0 74,917
AMDOCS LTD SHS G02602103   481,228 5,501 SH   SOLE   0 0 5,501
AMERICAN ELEC PWR CO INC COM 025537101   683,111 6,658 SH   SOLE   0 0 6,658
AMGEN INC COM 031162100   1,052,016 3,265 SH   SOLE   0 0 3,265
APPLE INC COM 037833100   26,520,060 113,820 SH   SOLE   0 0 113,820
ARCHER DANIELS MIDLAND CO COM 039483102   462,747 7,746 SH   SOLE   0 0 7,746
ASTRANA HEALTH INC COM NEW 03763A207   856,759 14,787 SH   SOLE   0 0 14,787
BANK AMERICA CORP COM 060505104   970,811 24,466 SH   SOLE   0 0 24,466
BEL FUSE INC CL A 077347201   421,981 4,244 SH   SOLE   0 0 4,244
BLACKROCK INC COM 09247X101   635,223 669 SH   SOLE   0 0 669
BLACKSTONE INC COM 09260D107   11,119,995 72,618 SH   SOLE   0 0 72,618
BOOKING HOLDINGS INC COM 09857L108   7,661,847 1,819 SH   SOLE   0 0 1,819
BOSTON SCIENTIFIC CORP COM 101137107   9,236,017 110,215 SH   SOLE   0 0 110,215
BROADCOM INC COM 11135F101   3,185,213 18,465 SH   SOLE   0 0 18,465
CAMPBELL SOUP CO COM 134429109   473,742 9,684 SH   SOLE   0 0 9,684
CBOE GLOBAL MKTS INC COM 12503M108   913,516 4,459 SH   SOLE   0 0 4,459
CHEVRON CORP NEW COM 166764100   316,631 2,150 SH   SOLE   0 0 2,150
CHUBB LIMITED COM H1467J104   1,467,040 5,087 SH   SOLE   0 0 5,087
CISCO SYS INC COM 17275R102   1,466,478 27,555 SH   SOLE   0 0 27,555
CITIGROUP INC COM NEW 172967424   237,317 3,791 SH   SOLE   0 0 3,791
CME GROUP INC COM 12572Q105   1,240,495 5,622 SH   SOLE   0 0 5,622
COLGATE PALMOLIVE CO COM 194162103   207,620 2,000 SH   SOLE   0 0 2,000
COMCAST CORP NEW CL A 20030N101   1,465,668 35,089 SH   SOLE   0 0 35,089
CONSTELLATION BRANDS INC CL A 21036P108   7,177,440 27,853 SH   SOLE   0 0 27,853
CONSTELLATION ENERGY CORP COM 21037T109   350,247 1,347 SH   SOLE   0 0 1,347
COREBRIDGE FINL INC COM 21871X109   8,619,871 295,606 SH   SOLE   0 0 295,606
CORNING INC COM 219350105   1,080,214 23,925 SH   SOLE   0 0 23,925
CRYOPORT INC COM PAR $0.001 229050307   348,001 42,910 SH   SOLE   0 0 42,910
CSX CORP COM 126408103   6,524,755 188,959 SH   SOLE   0 0 188,959
CUMMINS INC COM 231021106   2,088,446 6,450 SH   SOLE   0 0 6,450
DISNEY WALT CO COM 254687106   570,850 5,935 SH   SOLE   0 0 5,935
DOW INC COM 260557103   522,209 9,559 SH   SOLE   0 0 9,559
DUKE ENERGY CORP NEW COM NEW 26441C204   434,105 3,765 SH   SOLE   0 0 3,765
ELI LILLY & CO COM 532457108   8,052,309 9,089 SH   SOLE   0 0 9,089
EVERGY INC COM 30034W106   571,485 9,216 SH   SOLE   0 0 9,216
EXXON MOBIL CORP COM 30231G102   565,235 4,822 SH   SOLE   0 0 4,822
FIRST SOLAR INC COM 336433107   13,245,763 53,102 SH   SOLE   0 0 53,102
GE VERNOVA INC COM 36828A101   9,430,181 36,984 SH   SOLE   0 0 36,984
GENERAL DYNAMICS CORP COM 369550108   1,046,821 3,464 SH   SOLE   0 0 3,464
GENUINE PARTS CO COM 372460105   578,276 4,140 SH   SOLE   0 0 4,140
GILEAD SCIENCES INC COM 375558103   1,154,477 13,770 SH   SOLE   0 0 13,770
GOLD FIELDS LTD SPONSORED ADR 38059T106   457,461 29,802 SH   SOLE   0 0 29,802
GOLDMAN SACHS GROUP INC COM 38141G104   716,920 1,448 SH   SOLE   0 0 1,448
HEALTHSTREAM INC COM 42222N103   838,293 29,067 SH   SOLE   0 0 29,067
HESS CORP COM 42809H107   773,381 5,695 SH   SOLE   0 0 5,695
HOME DEPOT INC COM 437076102   1,677,528 4,140 SH   SOLE   0 0 4,140
HONDA MOTOR LTD ADR ECH CNV IN 3 438128308   706,088 22,253 SH   SOLE   0 0 22,253
ICON PLC SHS G4705A100   9,770,839 34,008 SH   SOLE   0 0 34,008
INTEGER HLDGS CORP COM 45826H109   948,740 7,298 SH   SOLE   0 0 7,298
INTERNATIONAL BUSINESS MACHS COM 459200101   2,460,621 11,130 SH   SOLE   0 0 11,130
INTERPUBLIC GROUP COS INC COM 460690100   543,720 17,190 SH   SOLE   0 0 17,190
INTUITIVE SURGICAL INC COM NEW 46120E602   10,539,707 21,454 SH   SOLE   0 0 21,454
INVESCO QQQ TR UNIT SER 1 00461E107   2,617,520 5,363 SH   SOLE   0 0 5,363
ISHARES TR RUSSELL 2000 ETF 464287655   18,968,487 85,873 SH   SOLE   0 0 85,873
ISHARES TR GLOBAL ENERG ETF 464287341   2,469,200 60,998 SH   SOLE   0 0 60,998
ISHARES TR CORE S&P SCP ETF 464287804   1,589,955 13,594 SH   SOLE   0 0 13,594
ISHARES TR MSCI EMG MKT ETF 464287234   1,135,035 24,750 SH   SOLE   0 0 24,750
ISHARES TR U.S. TECH ETF 464287721   729,596 4,812 SH   SOLE   0 0 4,812
ISHARES TR CORE S&P MCP ETF 464287507   557,764 8,950 SH   SOLE   0 0 8,950
ISHARES TR S&P 100 ETF 464287101   364,493 1,317 SH   SOLE   0 0 1,317
JOHNSON & JOHNSON COM 478160104   1,822,365 11,245 SH   SOLE   0 0 11,245
JPMORGAN CHASE & CO. COM 46625H100   2,976,922 14,118 SH   SOLE   0 0 14,118
JUNIPER NETWORKS INC COM 48203R104   1,027,864 26,369 SH   SOLE   0 0 26,369
KIMBERLY-CLARK CORP COM 494368103   422,857 2,972 SH   SOLE   0 0 2,972
KLA CORP COM NEW 482480100   209,091 270 SH   SOLE   0 0 270
KROGER CO COM 501044101   442,127 7,716 SH   SOLE   0 0 7,716
LAM RESEARCH CORP COM 512807108   9,952,912 12,196 SH   SOLE   0 0 12,196
LENNAR CORP CL A 526057104   359,962 1,920 SH   SOLE   0 0 1,920
M/I HOMES INC COM 55305B101   884,047 5,159 SH   SOLE   0 0 5,159
MAGNA INTL INC COM 559222401   340,509 8,297 SH   SOLE   0 0 8,297
MCDONALDS CORP COM 580135101   618,765 2,032 SH   SOLE   0 0 2,032
MERCADOLIBRE INC COM 58733R102   9,835,045 4,793 SH   SOLE   0 0 4,793
MERCK & CO INC COM 58933Y105   788,107 6,940 SH   SOLE   0 0 6,940
META PLATFORMS INC CL A 30303M102   14,743,193 25,755 SH   SOLE   0 0 25,755
MICRON TECHNOLOGY INC COM 595112103   402,603 3,882 SH   SOLE   0 0 3,882
MICROSOFT CORP COM 594918104   10,761,803 25,010 SH   SOLE   0 0 25,010
MILLER INDS INC TENN COM NEW 600551204   802,516 13,156 SH   SOLE   0 0 13,156
NETFLIX INC COM 64110L106   6,179,161 8,712 SH   SOLE   0 0 8,712
NORTHEAST CMNTY BANCORP INC COM 664121100   1,011,158 38,229 SH   SOLE   0 0 38,229
NORTHERN TR CORP COM 665859104   500,567 5,560 SH   SOLE   0 0 5,560
NRG ENERGY INC COM NEW 629377508   1,139,570 12,509 SH   SOLE   0 0 12,509
NUCOR CORP COM 670346105   521,831 3,471 SH   SOLE   0 0 3,471
NVIDIA CORPORATION COM 67066G104   25,087,580 206,584 SH   SOLE   0 0 206,584
OMNICOM GROUP INC COM 681919106   878,195 8,494 SH   SOLE   0 0 8,494
ORACLE CORP COM 68389X105   983,379 5,771 SH   SOLE   0 0 5,771
PACKAGING CORP AMER COM 695156109   887,879 4,122 SH   SOLE   0 0 4,122
PALO ALTO NETWORKS INC COM 697435105   12,095,277 35,387 SH   SOLE   0 0 35,387
PEPSICO INC COM 713448108   390,945 2,299 SH   SOLE   0 0 2,299
PFIZER INC COM 717081103   10,998,300 380,038 SH   SOLE   0 0 380,038
PHILLIPS 66 COM 718546104   5,895,270 44,848 SH   SOLE   0 0 44,848
POLARIS INC COM 731068102   337,872 4,059 SH   SOLE   0 0 4,059
PROTAGONIST THERAPEUTICS INC COM 74366E102   952,515 21,167 SH   SOLE   0 0 21,167
PURE STORAGE INC CL A 74624M102   460,199 9,160 SH   SOLE   0 0 9,160
QUALCOMM INC COM 747525103   1,563,440 9,194 SH   SOLE   0 0 9,194
QUANTA SVCS INC COM 00748E106   10,584,027 35,499 SH   SOLE   0 0 35,499
REGENERON PHARMACEUTICALS COM 75886F107   614,976 585 SH   SOLE   0 0 585
RTX CORPORATION COM 00755E105   934,629 7,714 SH   SOLE   0 0 7,714
SALESFORCE INC COM 79466L302   380,457 1,390 SH   SOLE   0 0 1,390
SCHWAB CHARLES CORP COM 808513105   207,392 3,200 SH   SOLE   0 0 3,200
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   355,659 6,906 SH   SOLE   0 0 6,906
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   354,856 5,230 SH   SOLE   0 0 5,230
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   312,312 4,695 SH   SOLE   0 0 4,695
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   594,603 13,311 SH   SOLE   0 0 13,311
SEMPRA COM 816851109   428,437 5,123 SH   SOLE   0 0 5,123
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889   375,600 10,000 SH   SOLE   0 0 10,000
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,218,157 3,866 SH   SOLE   0 0 3,866
STEEL DYNAMICS INC COM 858119100   729,625 5,787 SH   SOLE   0 0 5,787
TARGET CORP COM 87612E106   1,733,631 11,123 SH   SOLE   0 0 11,123
TECHNIPFMC PLC COM G87110105   10,506,532 400,554 SH   SOLE   0 0 400,554
TESLA INC COM 88160R101   7,726,981 29,534 SH   SOLE   0 0 29,534
THERMO FISHER SCIENTIFIC INC COM 883556102   5,297,434 8,564 SH   SOLE   0 0 8,564
TYSON FOODS INC CL A 902494103   893,817 15,007 SH   SOLE   0 0 15,007
ULTA BEAUTY INC COM 90384S303   6,574,183 16,895 SH   SOLE   0 0 16,895
UNITEDHEALTH GROUP INC COM 91324P102   2,211,845 3,783 SH   SOLE   0 0 3,783
VALERO ENERGY CORP COM 91913Y100   202,545 1,500 SH   SOLE   0 0 1,500
VANGUARD INDEX FDS GROWTH ETF 922908736   645,587 1,682 SH   SOLE   0 0 1,682
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   514,395 8,165 SH   SOLE   0 0 8,165
VERIZON COMMUNICATIONS INC COM 92343V104   248,757 5,539 SH   SOLE   0 0 5,539
VERTIV HOLDINGS CO COM CL A 92537N108   7,415,987 74,540 SH   SOLE   0 0 74,540
VILLAGE SUPER MKT INC CL A NEW 927107409   850,319 26,748 SH   SOLE   0 0 26,748
VISA INC COM CL A 92826C839   498,210 1,812 SH   SOLE   0 0 1,812
WALMART INC COM 931142103   387,600 4,800 SH   SOLE   0 0 4,800
WEC ENERGY GROUP INC COM 92939U106   536,108 5,574 SH   SOLE   0 0 5,574
WELLS FARGO CO NEW COM 949746101   297,590 5,268 SH   SOLE   0 0 5,268
WILLIAMS COS INC COM 969457100   432,899 9,483 SH   SOLE   0 0 9,483
YUM BRANDS INC COM 988498101   335,304 2,400 SH   SOLE   0 0 2,400
ZIONS BANCORPORATION N A COM 989701107   811,712 17,190 SH   SOLE   0 0 17,190