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   26,597,315 241,640 SH   SOLE   241,640 0 0
ABBVIE INC COM 00287Y109   30,512,198 196,891 SH   SOLE   196,891 0 0
ADOBE INC COM 00724F101   833,450 1,397 SH   SOLE   1,397 0 0
ADT INC DEL COM 00090Q103   95,323 13,977 SH   SOLE   13,977 0 0
AEROVIRONMENT INC COM 008073108   202,924 1,610 SH   SOLE   1,610 0 0
AIRBNB INC COM CL A 009066101   374,385 2,750 SH   SOLE   2,750 0 0
ALPHABET INC CAP STK CL A 02079K305   48,358,862 346,187 SH   SOLE   346,187 0 0
AMAZON COM INC COM 023135106   37,688,869 248,051 SH   SOLE   248,051 0 0
AMGEN INC COM 031162100   30,783,866 106,881 SH   SOLE   106,881 0 0
ANALOG DEVICES INC COM 032654105   952,095 4,795 SH   SOLE   4,795 0 0
APPLE INC COM 037833100   9,935,703 51,606 SH   SOLE   51,606 0 0
APTARGROUP INC COM 038336103   15,888,013 128,523 SH   SOLE   128,523 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,762,257 4,941 SH   SOLE   4,941 0 0
BOX INC CL A 10316T104   9,350,006 365,092 SH   SOLE   365,092 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   435,365 8,485 SH   SOLE   8,485 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   9,472,132 24,370 SH   SOLE   24,370 0 0
CHEVRON CORP NEW COM 166764100   638,554 4,281 SH   SOLE   4,281 0 0
CISCO SYS INC COM 17275R102   17,488,054 346,161 SH   SOLE   346,161 0 0
COCA COLA CO COM 191216100   567,791 9,635 SH   SOLE   9,635 0 0
CONOCOPHILLIPS COM 20825C104   204,283 1,760 SH   SOLE   1,760 0 0
CONSOLIDATED EDISON INC COM 209115104   1,172,148 12,885 SH   SOLE   12,885 0 0
CONSTELLATION BRANDS INC CL A 21036P108   11,451,214 47,368 SH   SOLE   47,368 0 0
CORNING INC COM 219350105   17,059,156 560,235 SH   SOLE   560,235 0 0
COSTCO WHSL CORP NEW COM 22160K105   291,755 442 SH   SOLE   442 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   1,923,836 7,535 SH   SOLE   7,535 0 0
CROWN CASTLE INC COM 22822V101   9,440,281 81,954 SH   SOLE   81,954 0 0
DISNEY WALT CO COM 254687106   18,016,647 199,542 SH   SOLE   199,542 0 0
DOVER CORP COM 260003108   266,091 1,730 SH   SOLE   1,730 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   10,932,041 112,655 SH   SOLE   112,655 0 0
EMERSON ELEC CO COM 291011104   407,131 4,183 SH   SOLE   4,183 0 0
EXXON MOBIL CORP COM 30231G102   657,069 6,572 SH   SOLE   6,572 0 0
FIRST SOLAR INC COM 336433107   279,094 1,620 SH   SOLE   1,620 0 0
FISERV INC COM 337738108   17,703,188 133,267 SH   SOLE   133,267 0 0
GALLAGHER ARTHUR J & CO COM 363576109   30,693,646 136,489 SH   SOLE   136,489 0 0
GILEAD SCIENCES INC COM 375558103   3,675,748 45,374 SH   SOLE   45,374 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   8,155,583 411,898 SH   SOLE   411,898 0 0
HOME DEPOT INC COM 437076102   17,800,194 51,364 SH   SOLE   51,364 0 0
ILLINOIS TOOL WKS INC COM 452308109   1,274,338 4,865 SH   SOLE   4,865 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   4,473,731 13,261 SH   SOLE   13,261 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   1,461,751 22,790 SH   SOLE   22,790 0 0
ISHARES TR MSCI INDIA ETF 46429B598   6,287,070 128,807 SH   SOLE   128,807 0 0
ISHARES TR RUSSELL 3000 ETF 464287689   515,726 1,884 SH   SOLE   1,884 0 0
ISHARES TR PFD AND INCM SEC 464288687   1,488,636 47,728 SH   SOLE   47,728 0 0
JOHNSON & JOHNSON COM 478160104   22,782,943 145,355 SH   SOLE   145,355 0 0
KIMBERLY-CLARK CORP COM 494368103   17,219,668 141,714 SH   SOLE   141,714 0 0
KINDER MORGAN INC DEL COM 49456B101   6,249,411 354,275 SH   SOLE   354,275 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   857,832 14,880 SH   SOLE   14,880 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504   496,893 6,957 SH   SOLE   6,957 0 0
LOCKHEED MARTIN CORP COM 539830109   1,214,683 2,680 SH   SOLE   2,680 0 0
LOWES COS INC COM 548661107   217,654 978 SH   SOLE   978 0 0
MERCK & CO INC COM 58933Y105   571,592 5,243 SH   SOLE   5,243 0 0
META PLATFORMS INC CL A 30303M102   9,594,086 27,105 SH   SOLE   27,105 0 0
MICROSOFT CORP COM 594918104   55,118,439 146,576 SH   SOLE   146,576 0 0
NVIDIA CORPORATION COM 67066G104   890,406 1,798 SH   SOLE   1,798 0 0
OMNIAB INC COM 68218J103   1,024,319 166,016 SH   SOLE   166,016 0 0
ORIGIN BANCORP INC COM 68621T102   872,034 24,516 SH   SOLE   24,516 0 0
PEPSICO INC COM 713448108   26,197,820 154,250 SH   SOLE   154,250 0 0
PROCTER AND GAMBLE CO COM 742718109   3,275,902 22,355 SH   SOLE   22,355 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102   23,683,862 84,682 SH   SOLE   84,682 0 0
ROBERT HALF INC. COM 770323103   15,857,691 180,365 SH   SOLE   180,365 0 0
SALESFORCE INC COM 79466L302   13,443,559 51,089 SH   SOLE   51,089 0 0
SCHWAB CHARLES CORP COM 808513105   16,304,843 236,989 SH   SOLE   236,989 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   1,291,928 9,473 SH   SOLE   9,473 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   980,686 5,095 SH   SOLE   5,095 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   1,278,569 20,189 SH   SOLE   20,189 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   976,324 8,565 SH   SOLE   8,565 0 0
SERVICENOW INC COM 81762P102   12,777,578 18,086 SH   SOLE   18,086 0 0
SHAKE SHACK INC CL A 819047101   17,542,944 236,683 SH   SOLE   236,683 0 0
SHOPIFY INC CL A 82509L107   23,983,852 307,880 SH   SOLE   307,880 0 0
SIMPSON MFG INC COM 829073105   30,437,643 153,741 SH   SOLE   153,741 0 0
SMUCKER J M CO COM NEW 832696405   11,728,317 92,802 SH   SOLE   92,802 0 0
SOUTHERN CO COM 842587107   12,391,555 176,719 SH   SOLE   176,719 0 0
SPDR GOLD TR GOLD SHS 78463V107   460,529 2,409 SH   SOLE   2,409 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   11,857,083 24,946 SH   SOLE   24,946 0 0
STARBUCKS CORP COM 855244109   17,217,089 179,326 SH   SOLE   179,326 0 0
SUNOPTA INC COM 8676EP108   74,283 13,580 SH   SOLE   13,580 0 0
TARGA RES CORP COM 87612G101   262,608 3,023 SH   SOLE   3,023 0 0
TESLA INC COM 88160R101   712,641 2,868 SH   SOLE   2,868 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   26,943,431 50,761 SH   SOLE   50,761 0 0
TRIMBLE INC COM 896239100   14,149,817 265,974 SH   SOLE   265,974 0 0
UBER TECHNOLOGIES INC COM 90353T100   21,084,339 342,445 SH   SOLE   342,445 0 0
UNITED PARCEL SERVICE INC CL B 911312106   652,819 4,152 SH   SOLE   4,152 0 0
UNITEDHEALTH GROUP INC COM 91324P102   492,249 935 SH   SOLE   935 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   1,148,517 4,842 SH   SOLE   4,842 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637   264,616 1,213 SH   SOLE   1,213 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   1,483,040 23,000 SH   SOLE   23,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   11,501,279 305,074 SH   SOLE   305,074 0 0
VIKING THERAPEUTICS INC COM 92686J106   2,046,635 109,975 SH   SOLE   109,975 0 0
VISA INC COM CL A 92826C839   41,222,517 158,335 SH   SOLE   158,335 0 0
WISDOMTREE TR EMER MKT HIGH FD 97717W315   1,113,005 27,360 SH   SOLE   27,360 0 0
WISDOMTREE TR JP SMALLCP DIV 97717W836   451,048 6,022 SH   SOLE   6,022 0 0
WORKDAY INC CL A 98138H101   22,737,682 82,365 SH   SOLE   82,365 0 0