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 5,896,502 10,614 SH   SOLE   10,614 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 4,572,309 35,272 SH   SOLE   35,272 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 7,151,209 39,260 SH   SOLE   39,260 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 880,416 4,800 SH   SOLE   4,800 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 6,595,236 34,128 SH   SOLE   34,128 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 BBG001S5NJG1 6,821,394 91,883 SH   SOLE   91,883 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 7,073,243 22,638 SH   SOLE   22,638 0 0
APPLE INC COM 037833100 BBG001S5N8V8 8,122,597 38,565 SH   SOLE   38,565 0 0
BLACKROCK INC COM 09247X101 BBG001SDBP55 4,253,890 5,403 SH   SOLE   5,403 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 280,404 5,902 SH   SOLE   5,902 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 4,617,591 117,916 SH   SOLE   117,916 0 0
CORNING INC COM 219350105 BBG001S5RLH1 260,955 6,717 SH   SOLE   6,717 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 8,150,554 9,589 SH   SOLE   9,589 0 0
D R HORTON INC COM 23331A109 BBG001S8M692 4,594,318 32,600 SH   SOLE   32,600 0 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 5,986,106 6,612 SH   SOLE   6,612 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 266,858 890 SH   SOLE   890 0 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 2,790,954 10,763 SH   SOLE   10,763 0 0
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 7,444,786 36,808 SH   SOLE   36,808 0 0
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 7,934,197 7,451 SH   SOLE   7,451 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 4,370,188 9,356 SH   SOLE   9,356 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 331,131 1,502 SH   SOLE   1,502 0 0
MARATHON PETE CORP COM 56585A102 BBG001S169P1 5,514,582 31,788 SH   SOLE   31,788 0 0
MASCO CORP COM 574599106 BBG001S5SZ70 5,906,695 88,596 SH   SOLE   88,596 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 4,966,567 9,850 SH   SOLE   9,850 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 7,410,878 16,581 SH   SOLE   16,581 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 10,541,987 85,333 SH   SOLE   85,333 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 841,693 5,961 SH   SOLE   5,961 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 4,064,052 11,988 SH   SOLE   11,988 0 0
PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 243,948 1,569 SH   SOLE   1,569 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 5,382,043 27,021 SH   SOLE   27,021 0 0
REGENCY CTRS CORP COM 758849103 BBG001S7H752 3,886,069 62,477 SH   SOLE   62,477 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 325,489 1,266 SH   SOLE   1,266 0 0
SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 3,607,807 76,469 SH   SOLE   76,469 0 0
SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 4,541,643 15,218 SH   SOLE   15,218 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 6,996,354 12,856 SH   SOLE   12,856 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 3,917,101 50,316 SH   SOLE   50,316 0 0
TARGET CORP COM 87612E106 BBG001SC0K41 223,244 1,508 SH   SOLE   1,508 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 529,131 2,674 SH   SOLE   2,674 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 6,367,573 24,260 SH   SOLE   24,260 0 0
WALMART INC COM 931142103 BBG001S5XH92 7,624,012 112,598 SH   SOLE   112,598 0 0
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 6,875,095 32,226 SH   SOLE   32,226 0 0