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
ADOBE INC COM 00724F101 BBG001S5NCQ5 6,823,992 13,383 SH   SOLE   13,383 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 4,096,861 36,638 SH   SOLE   36,638 0 0
AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 5,647,028 19,926 SH   SOLE   19,926 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 5,302,971 40,524 SH   SOLE   40,524 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 632,880 4,800 SH   SOLE   4,800 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 4,459,242 35,079 SH   SOLE   35,079 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 BBG001S5NJG1 5,756,758 94,996 SH   SOLE   94,996 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 6,215,344 23,126 SH   SOLE   23,126 0 0
APPLE INC COM 037833100 BBG001S5N8V8 6,781,154 39,607 SH   SOLE   39,607 0 0
BLACKROCK INC COM 09247X101 BBG001SDBP55 3,653,961 5,652 SH   SOLE   5,652 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 4,585,997 85,305 SH   SOLE   85,305 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 5,418,836 122,211 SH   SOLE   122,211 0 0
CORNING INC COM 219350105 BBG001S5RLH1 4,103,517 134,674 SH   SOLE   134,674 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 5,645,080 9,992 SH   SOLE   9,992 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 235,779 890 SH   SOLE   890 0 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 2,483,753 10,897 SH   SOLE   10,897 0 0
GENERAL MTRS CO COM 37045V100 BBG001SM1DK6 217,140 6,586 SH   SOLE   6,586 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 5,350,947 34,356 SH   SOLE   34,356 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 5,503,799 37,952 SH   SOLE   37,952 0 0
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 5,765,030 9,198 SH   SOLE   9,198 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 312,176 1,502 SH   SOLE   1,502 0 0
MARATHON PETE CORP COM 56585A102 BBG001S169P1 4,934,743 32,607 SH   SOLE   32,607 0 0
MASCO CORP COM 574599106 BBG001S5SZ70 4,902,006 91,712 SH   SOLE   91,712 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 388,172 1,293 SH   SOLE   1,293 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 5,438,478 17,224 SH   SOLE   17,224 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 6,536,607 15,027 SH   SOLE   15,027 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 631,389 5,961 SH   SOLE   5,961 0 0
REGENCY CTRS CORP COM 758849103 BBG001S7H752 3,869,960 65,107 SH   SOLE   65,107 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 256,719 1,266 SH   SOLE   1,266 0 0
SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 4,553,522 78,105 SH   SOLE   78,105 0 0
SOUTHWEST AIRLS CO COM 844741108 BBG001S5SXC9 3,762,757 139,001 SH   SOLE   139,001 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 5,468,345 12,792 SH   SOLE   12,792 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 4,748,961 52,032 SH   SOLE   52,032 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 4,698,631 18,778 SH   SOLE   18,778 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 4,033,016 7,999 SH   SOLE   7,999 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 5,712,298 24,835 SH   SOLE   24,835 0 0
WALMART INC COM 931142103 BBG001S5XH92 6,082,138 38,030 SH   SOLE   38,030 0 0
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 5,096,222 33,431 SH   SOLE   33,431 0 0