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
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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
ABBVIE INC COM 00287Y109   1,855,963 10,192 SH   SOLE 0 8,576 0 1,616
ADVANCED MICRO DEVICES INC COM 007903107   3,434,905 19,031 SH   SOLE 0 16,937 0 2,094
AECOM COM 00766T100   1,303,483 13,290 SH   SOLE 0 13,005 0 285
AERCAP HOLDINGS NV SHS N00985106   258,992 2,980 SH   SOLE 0 2,980 0 0
ALPHABET INC CAP STK CL A 02079K305   15,213,237 100,797 SH   SOLE 0 87,063 0 13,734
ALPHABET INC CAP STK CL C 02079K107   2,707,183 17,780 SH   SOLE 0 10,763 0 7,017
AMAZON COM INC COM 023135106   21,230,546 117,699 SH   SOLE 0 91,106 0 26,593
AMERICAN EXPRESS CO COM 025816109   216,533 951 SH   SOLE 0 951 0 0
AMERICAN TOWER CORP NEW COM 03027X100   6,334,160 32,057 SH   SOLE 0 26,429 0 5,628
AMGEN INC COM 031162100   2,618,201 9,209 SH   SOLE 0 8,800 0 409
APPLE INC COM 037833100   23,670,079 138,034 SH   SOLE 0 123,752 0 14,282
AT&T INC COM 00206R102   188,556 10,713 SH   SOLE 0 9,513 0 1,200
AXT INC COM 00246W103   393,602 85,752 SH   SOLE 0 54,552 0 31,200
BANK AMERICA CORP COM 060505104   1,317,758 34,751 SH   SOLE 0 34,151 0 600
BLACKLINE INC COM 09239B109   274,465 4,250 SH   SOLE 0 2,600 0 1,650
BLACKSTONE INC COM 09260D107   205,599 1,565 SH   SOLE 0 1,565 0 0
BOEING CO COM 097023105   4,001,069 20,732 SH   SOLE 0 19,009 0 1,723
BRISTOL-MYERS SQUIBB CO COM 110122108   379,160 6,992 SH   SOLE 0 6,245 0 747
BROADCOM INC COM 11135F101   2,119,331 1,599 SH   SOLE 0 1,441 0 158
CANADIAN PACIFIC KANSAS CITY COM 13646K108   2,481,368 28,143 SH   SOLE 0 23,794 0 4,349
CATERPILLAR INC COM 149123101   1,846,441 5,039 SH   SOLE 0 4,455 0 584
CERUS CORP COM 157085101   18,900 10,000 SH   SOLE 0 10,000 0 0
CHEVRON CORP NEW COM 166764100   417,788 2,649 SH   SOLE 0 2,382 0 267
CHIPOTLE MEXICAN GRILL INC COM 169656105   392,414 135 SH   SOLE 0 135 0 0
CISCO SYS INC COM 17275R102   1,122,204 22,485 SH   SOLE 0 21,264 0 1,221
COCA COLA CO COM 191216100   229,241 3,747 SH   SOLE 0 3,747 0 0
CORNING INC COM 219350105   1,883,697 57,151 SH   SOLE 0 32,361 0 24,790
COSTCO WHSL CORP NEW COM 22160K105   2,618,420 3,574 SH   SOLE 0 3,574 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   1,704,898 5,318 SH   SOLE 0 4,273 0 1,045
CROWN CASTLE INC COM 22822V101   275,475 2,603 SH   SOLE 0 2,078 0 525
DEERE & CO COM 244199105   2,151,045 5,237 SH   SOLE 0 4,712 0 525
DISNEY WALT CO COM 254687106   5,512,036 45,048 SH   SOLE 0 39,056 0 5,992
DUKE ENERGY CORP NEW COM NEW 26441C204   477,029 4,933 SH   SOLE 0 4,263 0 670
DYCOM INDS INC COM 267475101   273,999 1,909 SH   SOLE 0 1,909 0 0
ELI LILLY & CO COM 532457108   10,702,248 13,757 SH   SOLE 0 12,605 0 1,152
ENTEGRIS INC COM 29362U104   1,628,578 11,588 SH   SOLE 0 11,588 0 0
EXXON MOBIL CORP COM 30231G102   246,666 2,122 SH   SOLE 0 1,955 0 167
FREEPORT-MCMORAN INC CL B 35671D857   993,298 21,125 SH   SOLE 0 21,125 0 0
GENERAL ELECTRIC CO COM NEW 369604301   1,930,479 10,998 SH   SOLE 0 9,455 0 1,543
GOLDMAN SACHS GROUP INC COM 38141G104   201,327 482 SH   SOLE 0 482 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   1,006,443 56,765 SH   SOLE 0 51,499 0 5,266
HOME DEPOT INC COM 437076102   427,337 1,114 SH   SOLE 0 1,114 0 0
HONEYWELL INTL INC COM 438516106   244,863 1,193 SH   SOLE 0 1,193 0 0
HP INC COM 40434L105   865,954 28,655 SH   SOLE 0 25,877 0 2,778
ILLUMINA INC COM 452327109   385,183 2,805 SH   SOLE 0 2,556 0 249
INCYTE CORP COM 45337C102   619,777 10,879 SH   SOLE 0 9,480 0 1,399
INFINERA CORP COM 45667G103   120,093 19,916 SH   SOLE 0 18,116 0 1,800
IPG PHOTONICS CORP COM 44980X109   719,897 7,938 SH   SOLE 0 6,349 0 1,589
IRON MTN INC DEL COM 46284V101   889,048 11,084 SH   SOLE 0 10,234 0 850
ISHARES TR CORE S&P MCP ETF 464287507   357,759 5,890 SH   SOLE 0 5,890 0 0
ISHARES TR CORE S&P SCP ETF 464287804   203,170 1,838 SH   SOLE 0 1,838 0 0
ISHARES TR CORE S&P500 ETF 464287200   1,334,828 2,539 SH   SOLE 0 2,539 0 0
ISHARES TR PFD AND INCM SEC 464288687   261,643 8,118 SH   SOLE 0 8,118 0 0
ISHARES TR ISHARES SEMICDTR 464287523   205,587 910 SH   SOLE 0 910 0 0
JOHNSON & JOHNSON COM 478160104   238,957 1,511 SH   SOLE 0 1,511 0 0
JPMORGAN CHASE & CO COM 46625H100   2,208,305 11,025 SH   SOLE 0 10,825 0 200
LINDE PLC SHS G54950103   2,528,283 5,445 SH   SOLE 0 4,809 0 636
MARTIN MARIETTA MATLS INC COM 573284106   1,439,075 2,344 SH   SOLE 0 2,169 0 175
MARVELL TECHNOLOGY INC COM 573874104   1,177,600 16,614 SH   SOLE 0 14,892 0 1,722
MASTERCARD INCORPORATED CL A 57636Q104   4,248,572 8,822 SH   SOLE 0 8,330 0 492
MCDONALDS CORP COM 580135101   432,229 1,533 SH   SOLE 0 1,533 0 0
MCKESSON CORP COM 58155Q103   365,595 681 SH   SOLE 0 340 0 341
MERCK & CO INC COM 58933Y105   3,224,587 24,438 SH   SOLE 0 21,662 0 2,776
META PLATFORMS INC CL A 30303M102   278,723 574 SH   SOLE 0 574 0 0
MGM RESORTS INTERNATIONAL COM 552953101   354,075 7,500 SH   SOLE 0 7,500 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   2,667,082 29,730 SH   SOLE 0 28,108 0 1,622
MICROSOFT CORP COM 594918104   23,581,510 56,050 SH   SOLE 0 45,474 0 10,576
MICROVISION INC DEL COM NEW 594960304   40,335 21,921 SH   SOLE 0 17,871 0 4,050
MODERNA INC COM 60770K107   1,332,746 12,507 SH   SOLE 0 11,033 0 1,474
MONGODB INC CL A 60937P106   1,615,673 4,505 SH   SOLE 0 4,070 0 435
NIKE INC CL B 654106103   223,390 2,377 SH   SOLE 0 2,377 0 0
NOVO-NORDISK A S ADR 670100205   6,229,326 48,515 SH   SOLE 0 44,054 0 4,461
NVIDIA CORPORATION COM 67066G104   37,103,921 41,064 SH   SOLE 0 34,038 0 7,026
NXP SEMICONDUCTORS N V COM N6596X109   5,537,907 22,351 SH   SOLE 0 20,272 0 2,079
PAYPAL HLDGS INC COM 70450Y103   1,026,019 15,316 SH   SOLE 0 13,826 0 1,490
PEGASYSTEMS INC COM 705573103   258,560 4,000 SH   SOLE 0 4,000 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   1,258,187 71,245 SH   SOLE 0 71,245 0 0
PFIZER INC COM 717081103   487,974 17,585 SH   SOLE 0 16,184 0 1,401
PROCTER AND GAMBLE CO COM 742718109   484,392 2,985 SH   SOLE 0 2,985 0 0
QORVO INC COM 74736K101   468,047 4,076 SH   SOLE 0 3,063 0 1,013
QUALCOMM INC COM 747525103   6,883,720 40,660 SH   SOLE 0 33,433 0 7,227
QUALYS INC COM 74758T303   641,281 3,843 SH   SOLE 0 2,543 0 1,300
QUANTA SVCS INC COM 74762E102   6,177,784 23,779 SH   SOLE 0 17,935 0 5,844
REGENERON PHARMACEUTICALS COM 75886F107   858,541 892 SH   SOLE 0 807 0 85
RIGETTI COMPUTING INC COMMON STOCK 76655K103   79,615 52,036 SH   SOLE 0 35,042 0 16,994
RIO TINTO PLC SPONSORED ADR 767204100   555,112 8,709 SH   SOLE 0 8,384 0 325
SALESFORCE INC COM 79466L302   360,814 1,198 SH   SOLE 0 1,198 0 0
SHOCKWAVE MED INC COM 82489T104   230,546 708 SH   SOLE 0 538 0 170
STERLING BANCORP INC COM 85917W102   85,197 16,511 SH   SOLE 0 16,511 0 0
TESLA INC COM 88160R101   615,089 3,499 SH   SOLE 0 3,499 0 0
TEXTRON INC COM 883203101   457,501 4,769 SH   SOLE 0 4,769 0 0
TJX COS INC NEW COM 872540109   221,907 2,188 SH   SOLE 0 2,188 0 0
UIPATH INC CL A 90364P105   398,516 17,579 SH   SOLE 0 17,579 0 0
UNION PAC CORP COM 907818108   284,787 1,158 SH   SOLE 0 1,158 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   8,237,661 48,902 SH   SOLE 0 31,326 0 17,576
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   1,366,479 2,843 SH   SOLE 0 2,843 0 0
VELO3D INC COMMON STOCK 92259N104   13,668 30,000 SH   SOLE 0 30,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   2,517,995 60,010 SH   SOLE 0 54,157 0 5,853
VERTEX PHARMACEUTICALS INC COM 92532F100   6,365,874 15,229 SH   SOLE 0 11,790 0 3,439
VISA INC COM CL A 92826C839   2,066,308 7,404 SH   SOLE 0 6,774 0 630
VULCAN MATLS CO COM 929160109   534,104 1,957 SH   SOLE 0 1,938 0 19
WYNN RESORTS LTD COM 983134107   204,440 2,000 SH   SOLE 0 2,000 0 0
ZOETIS INC CL A 98978V103   2,115,175 12,500 SH   SOLE 0 11,662 0 838
ZSCALER INC COM 98980G102   4,456,880 23,137 SH   SOLE 0 19,183 0 3,954