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
AMAZON INC COM 023135106   2,057 13,537 SH   SOLE   13,537 0 0
AON PLC COM G0403H108   1,397 4,800 SH   SOLE   4,800 0 0
APPLE INC COM 037833100   325 1,688 SH   SOLE   1,688 0 0
BLACKSTONE INC COM 09260D107   8,721 66,610 SH   SOLE   66,610 0 0
BLACKSTONE MTG COM 09257W100   1,830 86,044 SH   SOLE   86,044 0 0
CARLYLE GROUP COM 14316J108   668 16,414 SH   SOLE   16,414 0 0
CHARLES SCHWAB COM 808513105   1,697 24,668 SH   SOLE   24,668 0 0
CHENIERE ENERGY COM 16411R208   2,046 11,984 SH   SOLE   11,984 0 0
COSTCO WHLSALE COM 22160K105   8,403 12,730 SH   SOLE   12,730 0 0
ELEVANCE HEALTH COM 036752103   3,365 7,135 SH   SOLE   7,135 0 0
ENBRIDGE INC COM 29250N105   278 7,720 SH   SOLE   7,720 0 0
ENTERPRISE PROD. COM 293792107   526 19,976 SH   SOLE   19,976 0 0
HEICO CORP CL A COM 422806208   360 2,525 SH   SOLE   2,525 0 0
JOHNSON&JOHNSON COM 478160104   211 1,345 SH   SOLE   1,345 0 0
LOWE'S COS INC COM 548661107   2,307 10,365 SH   SOLE   10,365 0 0
MICROSOFT CORP COM 594918104   6,022 16,014 SH   SOLE   16,014 0 0
NORFOLK SOUTHERN COM 655844108   591 2,500 SH   SOLE   2,500 0 0
OLD DOMINION FRT COM 679580100   7,465 18,417 SH   SOLE   18,417 0 0
QUALCOMM INC COM 747525103   2,513 17,379 SH   SOLE   17,379 0 0
QUANTA SERVICES COM 74762E102   3,790 17,563 SH   SOLE   17,563 0 0
ROPER TECHNOLOGIES COM 776696106   218 400 SH   SOLE   400 0 0
SENSUS HEALTHCARE COM 81728J109   45 18,900 SH   SOLE   18,900 0 0
TELEFLEX INC COM 879369106   960 3,850 SH   SOLE   3,850 0 0
TESLA MOTORS, INC COM 88160R101   727 2,924 SH   SOLE   2,924 0 0
THERMO FISHER SCI COM 883556102   6,256 11,787 SH   SOLE   11,787 0 0
TJX COS INC COM 872540109   2,150 22,914 SH   SOLE   22,914 0 0
TYLER TECH COM 902252105   1,302 3,114 SH   SOLE   3,114 0 0
UNITEDHEALTH GR COM 91324P102   22,532 42,799 SH   SOLE   42,799 0 0
WELLTOWER INC COM 95040Q104   1,116 12,380 SH   SOLE   12,380 0 0
WOODWARD,INC COM 980745103   613 4,500 SH   SOLE   4,500 0 0
INVESCO FINANCIAL PFD COM 46137V621   160 11,000 SH   SOLE   11,000 0 0