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 6,374,671 10,685 SH   SOLE   10,685 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 5,012,727 36,055 SH   SOLE   36,055 0 0
AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 5,374,694 19,630 SH   SOLE   19,630 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 5,578,660 39,936 SH   SOLE   39,936 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 676,464 4,800 SH   SOLE   4,800 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 5,239,955 34,487 SH   SOLE   34,487 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 BBG001S5NJG1 6,337,471 93,542 SH   SOLE   93,542 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 6,568,872 22,807 SH   SOLE   22,807 0 0
APPLE INC COM 037833100 BBG001S5N8V8 7,538,053 39,153 SH   SOLE   39,153 0 0
BLACKROCK INC COM 09247X101 BBG001SDBP55 4,502,243 5,546 SH   SOLE   5,546 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 298,169 5,902 SH   SOLE   5,902 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 5,272,349 120,236 SH   SOLE   120,236 0 0
CORNING INC COM 219350105 BBG001S5RLH1 204,533 6,717 SH   SOLE   6,717 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 6,487,926 9,829 SH   SOLE   9,829 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 225,143 890 SH   SOLE   890 0 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 2,450,517 10,897 SH   SOLE   10,897 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 5,305,179 33,847 SH   SOLE   33,847 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 6,360,719 37,394 SH   SOLE   37,394 0 0
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 7,087,720 9,049 SH   SOLE   9,049 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 4,240,513 9,356 SH   SOLE   9,356 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 334,270 1,502 SH   SOLE   1,502 0 0
MARATHON PETE CORP COM 56585A102 BBG001S169P1 4,761,763 32,096 SH   SOLE   32,096 0 0
MASCO CORP COM 574599106 BBG001S5SZ70 6,047,892 90,294 SH   SOLE   90,294 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 399,267 1,128 SH   SOLE   1,128 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 6,377,262 16,959 SH   SOLE   16,959 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 7,315,905 14,773 SH   SOLE   14,773 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 628,468 5,961 SH   SOLE   5,961 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 3,527,355 11,962 SH   SOLE   11,962 0 0
PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 242,960 1,569 SH   SOLE   1,569 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 3,869,142 26,752 SH   SOLE   26,752 0 0
REGENCY CTRS CORP COM 758849103 BBG001S7H752 4,292,489 64,067 SH   SOLE   64,067 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 333,135 1,266 SH   SOLE   1,266 0 0
SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 3,993,706 76,743 SH   SOLE   76,743 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 6,254,711 13,159 SH   SOLE   13,159 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 4,917,440 51,218 SH   SOLE   51,218 0 0
TARGET CORP COM 87612E106 BBG001SC0K41 214,769 1,508 SH   SOLE   1,508 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 4,592,904 18,484 SH   SOLE   18,484 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 4,135,422 7,855 SH   SOLE   7,855 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 6,361,392 24,434 SH   SOLE   24,434 0 0
WALMART INC COM 931142103 BBG001S5XH92 5,911,560 37,498 SH   SOLE   37,498 0 0
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 5,894,718 32,913 SH   SOLE   32,913 0 0