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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 25,119 259,596 SH   SOLE   259,596 0 0
ABBVIE INC COM 00287Y109 27,298 203,397 SH   SOLE   203,397 0 0
ACELRX PHARMACEUTICALS INC COM 00444T100 17 80,000 SH   SOLE   80,000 0 0
ALPHABET INC CAP STK CL A 02079K305 36,353 380,061 SH   SOLE   380,061 0 0
AMAZON COM INC COM 023135106 27,265 241,279 SH   SOLE   241,279 0 0
AMGEN INC COM 031162100 25,561 113,403 SH   SOLE   113,403 0 0
ANALOG DEVICES INC COM 032654105 990 7,104 SH   SOLE   7,104 0 0
APPLE INC COM 037833100 6,923 50,097 SH   SOLE   50,097 0 0
APTARGROUP INC COM 038336103 13,028 137,094 SH   SOLE   137,094 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 295 1,306 SH   SOLE   1,306 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 707 2,646 SH   SOLE   2,646 0 0
BOX INC CL A 10316T104 10,980 450,175 SH   SOLE   450,175 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 672 9,450 SH   SOLE   9,450 0 0
CHEVRON CORP NEW COM 166764100 651 4,531 SH   SOLE   4,531 0 0
CISCO SYS INC COM 17275R102 11,936 298,407 SH   SOLE   298,407 0 0
COCA COLA CO COM 191216100 364 6,500 SH   SOLE   6,500 0 0
CONOCOPHILLIPS COM 20825C104 227 2,215 SH   SOLE   2,215 0 0
CONSOLIDATED EDISON INC COM 209115104 1,274 14,856 SH   SOLE   14,856 0 0
CONSTELLATION BRANDS INC CL A 21036P108 9,144 39,810 SH   SOLE   39,810 0 0
CORNING INC COM 219350105 16,335 562,885 SH   SOLE   562,885 0 0
COSTCO WHSL CORP NEW COM 22160K105 206 437 SH   SOLE   437 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,086 6,587 SH   SOLE   6,587 0 0
CROWN CASTLE INC COM 22822V101 10,589 73,255 SH   SOLE   73,255 0 0
DISNEY WALT CO COM 254687106 19,501 206,730 SH   SOLE   206,730 0 0
DOVER CORP COM 260003108 202 1,730 SH   SOLE   1,730 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 11,548 124,146 SH   SOLE   124,146 0 0
EMERSON ELEC CO COM 291011104 299 4,083 SH   SOLE   4,083 0 0
EXXON MOBIL CORP COM 30231G102 334 3,824 SH   SOLE   3,824 0 0
FIRST SOLAR INC COM 336433107 217 1,640 SH   SOLE   1,640 0 0
FISERV INC COM 337738108 13,553 144,839 SH   SOLE   144,839 0 0
GALLAGHER ARTHUR J & CO COM 363576109 25,599 149,512 SH   SOLE   149,512 0 0
GILEAD SCIENCES INC COM 375558103 2,637 42,754 SH   SOLE   42,754 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 11,425 498,479 SH   SOLE   498,479 0 0
HOME DEPOT INC COM 437076102 7,919 28,699 SH   SOLE   28,699 0 0
ILLINOIS TOOL WKS INC COM 452308109 1,218 6,745 SH   SOLE   6,745 0 0
INTEL CORP COM 458140100 473 18,342 SH   SOLE   18,342 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 2,214 11,812 SH   SOLE   11,812 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 810 16,590 SH   SOLE   16,590 0 0
ISHARES TR MSCI INDIA ETF 46429B598 3,062 75,082 SH   SOLE   75,082 0 0
ISHARES TR RUSSELL 3000 ETF 464287689 817 3,948 SH   SOLE   3,948 0 0
ISHARES TR PFD AND INCM SEC 464288687 1,597 50,434 SH   SOLE   50,434 0 0
JOHNSON & JOHNSON COM 478160104 22,712 139,030 SH   SOLE   139,030 0 0
KIMBERLY-CLARK CORP COM 494368103 16,348 145,261 SH   SOLE   145,261 0 0
KINDER MORGAN INC DEL COM 49456B101 4,474 268,880 SH   SOLE   268,880 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 1,330 15,445 SH   SOLE   15,445 0 0
LINCOLN NATL CORP IND COM 534187109 1,570 35,757 SH   SOLE   35,757 0 0
LOCKHEED MARTIN CORP COM 539830109 786 2,035 SH   SOLE   2,035 0 0
LOWES COS INC COM 548661107 263 1,403 SH   SOLE   1,403 0 0
MERCK & CO INC COM 58933Y105 618 7,178 SH   SOLE   7,178 0 0
META PLATFORMS INC CL A 30303M102 3,771 27,795 SH   SOLE   27,795 0 0
MICROSOFT CORP COM 594918104 37,914 162,791 SH   SOLE   162,791 0 0
NEXTERA ENERGY INC COM 65339F101 254 3,245 SH   SOLE   3,245 0 0
OCUPHIRE PHARMA INC COM 67577R102 28 13,857 SH   SOLE   13,857 0 0
ONCTERNAL THERAPEUTICS INC COM 68236P107 10 11,500 SH   SOLE   11,500 0 0
PAYCHEX INC COM 704326107 202 1,800 SH   SOLE   1,800 0 0
PAYPAL HLDGS INC COM 70450Y103 12,028 139,746 SH   SOLE   139,746 0 0
PEPSICO INC COM 713448108 27,200 166,603 SH   SOLE   166,603 0 0
PFIZER INC COM 717081103 726 16,580 SH   SOLE   16,580 0 0
PINTEREST INC CL A 72352L106 377 16,160 SH   SOLE   16,160 0 0
PROCTER AND GAMBLE CO COM 742718109 3,210 25,422 SH   SOLE   25,422 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 17,006 97,506 SH   SOLE   97,506 0 0
ROBERT HALF INTL INC COM 770323103 10,339 135,144 SH   SOLE   135,144 0 0
SALESFORCE INC COM 79466L302 11,268 78,339 SH   SOLE   78,339 0 0
SCHWAB CHARLES CORP COM 808513105 17,202 239,346 SH   SOLE   239,346 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 205 1,727 SH   SOLE   1,727 0 0
SERVICENOW INC COM 81762P102 9,277 24,568 SH   SOLE   24,568 0 0
SHAKE SHACK INC CL A 819047101 10,780 239,661 SH   SOLE   239,661 0 0
SHOPIFY INC CL A 82509L107 5,655 209,900 SH   SOLE   209,900 0 0
SIMPSON MFG INC COM 829073105 14,905 190,117 SH   SOLE   190,117 0 0
SMUCKER J M CO COM NEW 832696405 19,567 142,402 SH   SOLE   142,402 0 0
SOUTHERN CO COM 842587107 12,861 189,130 SH   SOLE   189,130 0 0
SPDR GOLD TR GOLD SHS 78463V107 426 2,755 SH   SOLE   2,755 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 367 1,028 SH   SOLE   1,028 0 0
STARBUCKS CORP COM 855244109 15,847 188,068 SH   SOLE   188,068 0 0
SUNOPTA INC COM 8676EP108 124 13,580 SH   SOLE   13,580 0 0
TESLA INC COM 88160R101 589 2,220 SH   SOLE   2,220 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 25,371 50,022 SH   SOLE   50,022 0 0
TRIMBLE INC COM 896239100 13,817 254,591 SH   SOLE   254,591 0 0
UNITED PARCEL SERVICE INC CL B 911312106 538 3,332 SH   SOLE   3,332 0 0
USERTESTING INC COM 91734E101 185 47,197 SH   SOLE   47,197 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 497 2,770 SH   SOLE   2,770 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 932 20,190 SH   SOLE   20,190 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 18,455 486,042 SH   SOLE   486,042 0 0
VIKING THERAPEUTICS INC COM 92686J106 392 143,980 SH   SOLE   143,980 0 0
VISA INC COM CL A 92826C839 30,361 170,903 SH   SOLE   170,903 0 0
WISDOMTREE TR JP SMALLCP DIV 97717W836 343 6,022 SH   SOLE   6,022 0 0
WISDOMTREE TR EMER MKT HIGH FD 97717W315 6,673 205,138 SH   SOLE   205,138 0 0
ZENDESK INC COM 98936J101 3,447 45,294 SH   SOLE   45,294 0 0