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
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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   3,059 22,706 SH   SOLE   22,706 0 0
Accenture Ltd Bermuda Cl A COM g1151c101   603 1,955 SH   SOLE   1,955 0 0
Adobe Inc COM 00724f101   7,049 14,415 SH   SOLE   14,415 0 0
Advanced Micro Devices Inc COM 007903107   5,478 48,093 SH   SOLE   48,093 0 0
Airbnb Inc Cl A COM 009066101   583 4,549 SH   SOLE   4,549 0 0
Albemarle Corp COM 012653101   4,336 19,437 SH   SOLE   19,437 0 0
Alphabet Inc Cap Stock Cl A COM 02079k305   11,321 94,580 SH   SOLE   94,580 0 0
Amazon.com Inc COM 023135106   10,811 82,931 SH   SOLE   82,931 0 0
American Express Co COM 025816109   773 4,440 SH   SOLE   4,440 0 0
Amplify ETF Tr Cwp Enhanced Di COM 032108409   468 12,990 SH   SOLE   12,990 0 0
Analog Devices Inc COM 032654105   958 4,920 SH   SOLE   4,920 0 0
Apollo Global Mgmt Inc COM 03769m106   3,511 45,707 SH   SOLE   45,707 0 0
Apple Inc COM 037833100   11,986 61,792 SH   SOLE   61,792 0 0
Applied Materials Inc COM 038222105   3,494 24,176 SH   SOLE   24,176 0 0
Artisan Partners Asset Mgmt In COM 04316a108   238 6,050 SH   SOLE   6,050 0 0
Automatic Data Processing Inc COM 053015103   1,758 8,000 SH   SOLE   8,000 0 0
AutoZone Inc COM 053332102   6,991 2,804 SH   SOLE   2,804 0 0
Axcelis Technologies Inc COM 054540208   1,406 7,669 SH   SOLE   7,669 0 0
Blackstone Group Inc Cl A COM 09260d107   553 5,950 SH   SOLE   5,950 0 0
Boeing Co COM 097023105   1,023 4,847 SH   SOLE   4,847 0 0
Booking Holdings Inc COM 09857l108   4,439 1,644 SH   SOLE   1,644 0 0
Bristol Myers Squibb Co COM 110122108   512 8,000 SH   SOLE   8,000 0 0
Broadcom Inc Com COM 11135f101   3,763 4,338 SH   SOLE   4,338 0 0
Carpenter Technology Corp COM 144285103   351 6,250 SH   SOLE   6,250 0 0
Caterpillar Inc COM 149123101   760 3,089 SH   SOLE   3,089 0 0
Chevron Corp COM 166764100   6,196 39,380 SH   SOLE   39,380 0 0
Cintas Corp COM 172908105   2,328 4,683 SH   SOLE   4,683 0 0
Coca-Cola Co COM 191216100   843 14,000 SH   SOLE   14,000 0 0
Colgate Palmolive Co COM 194162103   693 9,000 SH   SOLE   9,000 0 0
Costco Wholesale Corp COM 22160k105   3,647 6,774 SH   SOLE   6,774 0 0
Crowdstrike Holdings Inc Cl A COM 22788c105   519 3,533 SH   SOLE   3,533 0 0
CSX Corp COM 126408103   946 27,736 SH   SOLE   27,736 0 0
Cummins Inc COM 231021106   1,007 4,106 SH   SOLE   4,106 0 0
D R Horton Inc COM 23331a109   1,583 13,010 SH   SOLE   13,010 0 0
Devon Energy Corp COM 25179m103   4,560 94,327 SH   SOLE   94,327 0 0
Diamondback Energy Inc COM 25278x109   3,167 24,113 SH   SOLE   24,113 0 0
Disney Walt Co Disney COM 254687106   1,448 16,220 SH   SOLE   16,220 0 0
Dow Inc COM 260557103   1,125 21,114 SH   SOLE   21,114 0 0
Doximity Inc Cl A COM 26622p107   375 11,029 SH   SOLE   11,029 0 0
Eli Lilly & Co COM 532457108   5,333 11,372 SH   SOLE   11,372 0 0
EOG Resources Inc COM 26875p101   709 6,194 SH   SOLE   6,194 0 0
Evercore Partners Inc Class A COM 29977a105   3,545 28,680 SH   SOLE   28,680 0 0
Exxon Mobil Corp COM 30231g102   1,380 12,865 SH   SOLE   12,865 0 0
Ferrari NV COM n3167y103   898 2,760 SH   SOLE   2,760 0 0
Fluence Energy Inc Cl A COM 34379v103   448 16,810 SH   SOLE   16,810 0 0
Fortinet Inc COM 34959e109   1,812 23,965 SH   SOLE   23,965 0 0
Freeport-McMoran Inc COM 35671d857   2,214 55,342 SH   SOLE   55,342 0 0
Generac Holdings Inc COM 368736104   835 5,600 SH   SOLE   5,600 0 0
General Electric Co New COM 369604301   207 1,885 SH   SOLE   1,885 0 0
Gxo Logistics Incorporated COM 36262g101   3,610 57,458 SH   SOLE   57,458 0 0
Home Depot Inc COM 437076102   7,238 23,300 SH   SOLE   23,300 0 0
Honeywell Intl Inc COM 438516106   1,324 6,383 SH   SOLE   6,383 0 0
Howmet Aerospace Inc COM 443201108   681 13,735 SH   SOLE   13,735 0 0
Inmode Ltd COM m5425m103   3,815 102,152 SH   SOLE   102,152 0 0
Intel Corp COM 458140100   1,329 39,740 SH   SOLE   39,740 0 0
Intercontinental Exchange Inc COM 45866f104   3,325 29,404 SH   SOLE   29,404 0 0
Intuitive Surgical Inc COM 46120e602   5,736 16,776 SH   SOLE   16,776 0 0
Iqvia Holdings Inc COM 46266c105   270 1,200 SH   SOLE   1,200 0 0
Johnson & Johnson COM 478160104   6,162 37,229 SH   SOLE   37,229 0 0
KLA-Tencor Corp COM 482480100   5,373 11,078 SH   SOLE   11,078 0 0
Lam Research Corp COM 512807108   1,602 2,492 SH   SOLE   2,492 0 0
Lauder Estee Cos Inc Cl A COM 518439104   2,515 12,807 SH   SOLE   12,807 0 0
Linde PLC COM g54950103   4,830 12,675 SH   SOLE   12,675 0 0
Lockheed Martin Corp COM 539830109   1,924 4,180 SH   SOLE   4,180 0 0
Marathon Petroleum Corp COM 56585a102   1,453 12,458 SH   SOLE   12,458 0 0
Marriott Intl Inc Cl A COM 571903202   805 4,380 SH   SOLE   4,380 0 0
Marvell Technology Inc COM 573874104   372 6,221 SH   SOLE   6,221 0 0
MasterCard Inc Cl A COM 57636q104   3,426 8,710 SH   SOLE   8,710 0 0
Merck & Co Inc COM 58933y105   4,216 36,540 SH   SOLE   36,540 0 0
Meta Platforms Inc Cl A COM 30303m102   8,865 30,892 SH   SOLE   30,892 0 0
Micron Technology Inc COM 595112103   1,225 19,405 SH   SOLE   19,405 0 0
Microsoft Corp COM 594918104   15,805 46,412 SH   SOLE   46,412 0 0
Mongodb Inc Cl A COM 60937p106   4,916 11,961 SH   SOLE   11,961 0 0
Monster Beverage Corp COM 61174x109   221 3,855 SH   SOLE   3,855 0 0
Morgan Stanley COM 617446448   1,244 14,566 SH   SOLE   14,566 0 0
Motorola Solutions Inc COM 620076307   866 2,952 SH   SOLE   2,952 0 0
NASDAQ Inc COM 631103108   541 10,861 SH   SOLE   10,861 0 0
Netflix Inc COM 64110l106   1,820 4,132 SH   SOLE   4,132 0 0
Nextera Energy Inc COM 65339f101   816 11,000 SH   SOLE   11,000 0 0
Nike Inc Cl B COM 654106103   1,486 13,463 SH   SOLE   13,463 0 0
Nova Measuring Instruments Ltd COM m7516k103   760 6,480 SH   SOLE   6,480 0 0
NVIDIA Corp COM 67066g104   9,573 22,631 SH   SOLE   22,631 0 0
NXP Semiconductors NV COM n6596x109   2,879 14,065 SH   SOLE   14,065 0 0
Occidental Petroleum Corp COM 674599105   931 15,825 SH   SOLE   15,825 0 0
ON Semiconductor Corp COM 682189105   4,190 44,305 SH   SOLE   44,305 0 0
Onto Innovation Inc COM 683344105   2,004 17,210 SH   SOLE   17,210 0 0
Owl Rock Capital Corporation COM 69121k104   629 46,850 SH   SOLE   46,850 0 0
Palo Alto Networks Inc COM 697435105   5,077 19,872 SH   SOLE   19,872 0 0
Parker Hannifin Corp COM 701094104   452 1,160 SH   SOLE   1,160 0 0
Paypal Holdings Inc COM 70450y103   935 14,015 SH   SOLE   14,015 0 0
Philip Morris Intl Inc COM 718172109   251 2,570 SH   SOLE   2,570 0 0
Pioneer Natural Resources Co COM 723787107   2,438 11,769 SH   SOLE   11,769 0 0
Price T Rowe Group Inc COM 74144t108   1,254 11,197 SH   SOLE   11,197 0 0
Procter & Gamble Co COM 742718109   896 5,908 SH   SOLE   5,908 0 0
Regeneron Pharmaceuticals COM 75886f107   2,820 3,924 SH   SOLE   3,924 0 0
Roper Technologies Inc Com COM 776696106   389 809 SH   SOLE   809 0 0
Rtx Corporation Com COM 75513e101   2,458 25,092 SH   SOLE   25,092 0 0
S&P Global Inc COM 78409v104   2,392 5,967 SH   SOLE   5,967 0 0
Salesforce.com Inc COM 79466l302   1,284 6,079 SH   SOLE   6,079 0 0
ServiceNow Inc COM 81762p102   1,215 2,162 SH   SOLE   2,162 0 0
Sherwin Williams Co COM 824348106   2,152 8,105 SH   SOLE   8,105 0 0
Shopify Inc Cl A COM 82509l107   672 10,399 SH   SOLE   10,399 0 0
Snowflake Inc Cl A COM 833445109   704 4,003 SH   SOLE   4,003 0 0
SPS Communications Inc COM 78463m107   834 4,344 SH   SOLE   4,344 0 0
Synopsys Inc COM 871607107   425 975 SH   SOLE   975 0 0
Tesla Motors Inc COM 88160r101   3,009 11,495 SH   SOLE   11,495 0 0
Thermo Fisher Scientific Inc COM 883556102   6,867 13,161 SH   SOLE   13,161 0 0
Trane Technologies PLC COM g8994e103   765 4,000 SH   SOLE   4,000 0 0
United Parcel Service Inc Cl B COM 911312106   306 1,706 SH   SOLE   1,706 0 0
United Rentals Inc COM 911363109   6,506 14,608 SH   SOLE   14,608 0 0
UnitedHealth Group Inc COM 91324p102   8,543 17,775 SH   SOLE   17,775 0 0
Valero Energy Corp COM 91913y100   752 6,412 SH   SOLE   6,412 0 0
Veeva Systems Inc Cl A COM 922475108   1,233 6,235 SH   SOLE   6,235 0 0
Vertex Pharmaceuticals Inc COM 92532f100   2,576 7,321 SH   SOLE   7,321 0 0
Visteon Corp COM 92839u206   290 2,020 SH   SOLE   2,020 0 0
Workday Inc Cl A COM 98138h101   501 2,220 SH   SOLE   2,220 0 0
Wynn Resorts Ltd COM 983134107   1,524 14,427 SH   SOLE   14,427 0 0
XPO Inc COM 983793100   516 8,740 SH   SOLE   8,740 0 0
Zoetis Inc Cl A COM 98978v103   2,452 14,240 SH   SOLE   14,240 0 0
Adyen NV Unsponsred ADS COM 00783v104   274 15,810 SH   SOLE   15,810 0 0
CRH PLC ADR COM 12626k203   421 7,550 SH   SOLE   7,550 0 0
Evolution Gaming Group Ab ADR COM 30051e104   1,251 9,896 SH   SOLE   9,896 0 0
LVMH Moet Hennessy Louis Vuitt COM 502441306   4,322 22,952 SH   SOLE   22,952 0 0
Novo-Nordisk A/S ADR COM 670100205   1,493 9,223 SH   SOLE   9,223 0 0
Sony Group Corporation Sp ADR COM 835699307   1,278 14,194 SH   SOLE   14,194 0 0
Taiwan Semiconductor Mfg Ltd S COM 874039100   423 4,190 SH   SOLE   4,190 0 0
Tokyo Electron Ltd ADR COM 889110102   765 10,755 SH   SOLE   10,755 0 0
Direxion Daily Semiconductor 3 COM 25459w458   643 25,909 SH   SOLE   25,909 0 0
SPDR S&P 500 ETF TR COM 78462f103   583 1,316 SH   SOLE   1,316 0 0
Vanguard S&P 500 ETF COM 922908363   224 550 SH   SOLE   550 0 0
Legg Mason ClearBridge Equity MUTUAL FUND 52469h636   280 9,920 SH   SOLE   9,920 0 0
PIMCO Global StocksPLUS Income MUTUAL FUND 722011103   86 11,948 SH   SOLE   11,948 0 0
Sound Shore Fund Inc MUTUAL FUND 836083105   298 7,998 SH   SOLE   7,998 0 0
Brookfield Infrast Partners LP MLP g16252101   274 7,500 SH   SOLE   7,500 0 0
Plains All American Pipeline L BOND 726503105   296 21,000 SH   SOLE   21,000 0 0
Gaming & Leisure Properties In REIT 36467j108   568 11,720 SH   SOLE   11,720 0 0
Iron Mountain Inc REIT 46284v101   2,017 35,490 SH   SOLE   35,490 0 0