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
ABBOTT LABS COM 002824100   1,054,578 9,673 SH   SOLE   0 0 9,673
ABBVIE INC COM 00287Y109   1,302,889 9,670 SH   SOLE   0 0 9,670
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   615,617 1,995 SH   SOLE   0 0 1,995
ADVANCED MICRO DEVICES INC COM 007903107   4,354,096 38,224 SH   SOLE   0 0 38,224
AIRBNB INC COM CL A 009066101   233,379 1,821 SH   SOLE   0 0 1,821
ALPHABET INC CAP STK CL A 02079K305   1,402,884 11,720 SH   SOLE   0 0 11,720
ALPHABET INC CAP STK CL C 02079K107   965,341 7,980 SH   SOLE   0 0 7,980
AMAZON COM INC COM 023135106   482,332 3,700 SH   SOLE   0 0 3,700
AMERICAN EXPRESS CO COM 025816109   1,062,155 6,097 SH   SOLE   0 0 6,097
AMGEN INC COM 031162100   600,112 2,703 SH   SOLE   0 0 2,703
APPLE INC COM 037833100   13,525,725 69,731 SH   SOLE   0 0 69,731
AUTOLIV INC COM 052800109   228,561 2,688 SH   SOLE   0 0 2,688
AUTOMATIC DATA PROCESSING IN COM 053015103   203,211 925 SH   SOLE   0 0 925
BANK AMERICA CORP COM 060505104   204,185 7,117 SH   SOLE   0 0 7,117
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   512,523 1,503 SH   SOLE   0 0 1,503
BLOCK INC CL A 852234103   638,673 9,594 SH   SOLE   0 0 9,594
BOEING CO COM 097023105   1,003,833 4,754 SH   SOLE   0 0 4,754
BRISTOL-MYERS SQUIBB CO COM 110122108   1,050,691 16,430 SH   SOLE   0 0 16,430
BROADCOM INC COM 11135F101   738,739 852 SH   SOLE   0 0 852
CHEVRON CORP NEW COM 166764100   580,690 3,690 SH   SOLE   0 0 3,690
CHUBB LIMITED COM H1467J104   661,251 3,434 SH   SOLE   0 0 3,434
CISCO SYS INC COM 17275R102   810,769 15,670 SH   SOLE   0 0 15,670
COCA COLA CO COM 191216100   268,899 4,465 SH   SOLE   0 0 4,465
CONSTELLATION BRANDS INC CL A 21036P108   325,162 1,321 SH   SOLE   0 0 1,321
COSTCO WHSL CORP NEW COM 22160K105   511,397 950 SH   SOLE   0 0 950
CROWDSTRIKE HLDGS INC CL A 22788C105   541,950 3,690 SH   SOLE   0 0 3,690
CVS HEALTH CORP COM 126650100   368,440 5,330 SH   SOLE   0 0 5,330
CYBERARK SOFTWARE LTD SHS M2682V108   437,724 2,800 SH   SOLE   0 0 2,800
DANAHER CORPORATION COM 235851102   358,547 1,494 SH   SOLE   0 0 1,494
DEVON ENERGY CORP NEW COM 25179M103   217,072 4,491 SH   SOLE   0 0 4,491
DEXCOM INC COM 252131107   308,424 2,400 SH   SOLE   0 0 2,400
DISNEY WALT CO COM 254687106   488,011 5,466 SH   SOLE   0 0 5,466
DOLLAR GEN CORP NEW COM 256677105   217,332 1,280 SH   SOLE   0 0 1,280
DOLLAR TREE INC COM 256746108   413,998 2,885 SH   SOLE   0 0 2,885
EATON CORP PLC SHS G29183103   487,798 2,426 SH   SOLE   0 0 2,426
EDWARDS LIFESCIENCES CORP COM 28176E108   370,245 3,925 SH   SOLE   0 0 3,925
ELECTRONIC ARTS INC COM 285512109   250,321 1,930 SH   SOLE   0 0 1,930
EMERSON ELEC CO COM 291011104   422,715 4,677 SH   SOLE   0 0 4,677
ENBRIDGE INC COM 29250N105   222,640 5,993 SH   SOLE   0 0 5,993
EXXON MOBIL CORP COM 30231G102   844,934 7,878 SH   SOLE   0 0 7,878
FEDEX CORP COM 31428X106   247,599 999 SH   SOLE   0 0 999
FORD MTR CO DEL COM 345370860   283,679 18,749 SH   SOLE   0 0 18,749
FORTINET INC COM 34959E109   4,240,221 56,095 SH   SOLE   0 0 56,095
HOME DEPOT INC COM 437076102   1,214,085 3,908 SH   SOLE   0 0 3,908
HONEYWELL INTL INC COM 438516106   1,520,347 7,327 SH   SOLE   0 0 7,327
HUNTINGTON BANCSHARES INC COM 446150104   420,723 39,028 SH   SOLE   0 0 39,028
INMODE LTD SHS M5425M103   254,316 6,809 SH   SOLE   0 0 6,809
INTERCONTINENTAL EXCHANGE IN COM 45866F104   240,820 2,130 SH   SOLE   0 0 2,130
INTERNATIONAL BUSINESS MACHS COM 459200101   222,483 1,663 SH   SOLE   0 0 1,663
INTUITIVE SURGICAL INC COM NEW 46120E602   229,784 672 SH   SOLE   0 0 672
IQVIA HLDGS INC COM 46266C105   447,292 1,990 SH   SOLE   0 0 1,990
ISHARES TR S&P 500 GRWT ETF 464287309   367,906 5,220 SH   SOLE   0 0 5,220
ISHARES TR RUSSELL 2000 ETF 464287655   357,694 1,910 SH   SOLE   0 0 1,910
ISHARES TR S&P 500 VAL ETF 464287408   240,979 1,495 SH   SOLE   0 0 1,495
JOHNSON & JOHNSON COM 478160104   644,257 3,892 SH   SOLE   0 0 3,892
JPMORGAN CHASE & CO COM 46625H100   1,265,938 8,704 SH   SOLE   0 0 8,704
KARUNA THERAPEUTICS INC COM 48576A100   370,597 1,709 SH   SOLE   0 0 1,709
KINDER MORGAN INC DEL COM 49456B101   244,428 14,194 SH   SOLE   0 0 14,194
LAM RESEARCH CORP COM 512807108   930,834 1,448 SH   SOLE   0 0 1,448
LILLY ELI & CO COM 532457108   2,218,826 4,731 SH   SOLE   0 0 4,731
LOWES COS INC COM 548661107   725,014 3,212 SH   SOLE   0 0 3,212
LULULEMON ATHLETICA INC COM 550021109   657,833 1,738 SH   SOLE   0 0 1,738
MARVELL TECHNOLOGY INC COM 573874104   512,682 8,576 SH   SOLE   0 0 8,576
MASCO CORP COM 574599106   458,908 7,998 SH   SOLE   0 0 7,998
MASTERCARD INCORPORATED CL A 57636Q104   1,028,022 2,614 SH   SOLE   0 0 2,614
MCDONALDS CORP COM 580135101   969,152 3,248 SH   SOLE   0 0 3,248
MERCK & CO INC COM 58933Y105   614,268 5,323 SH   SOLE   0 0 5,323
META PLATFORMS INC CL A 30303M102   1,855,613 6,466 SH   SOLE   0 0 6,466
MICROSOFT CORP COM 594918104   1,706,016 5,010 SH   SOLE   0 0 5,010
NIKE INC CL B 654106103   868,664 7,870 SH   SOLE   0 0 7,870
NVIDIA CORPORATION COM 67066G104   10,430,680 24,658 SH   SOLE   0 0 24,658
NXP SEMICONDUCTORS N V COM N6596X109   745,240 3,641 SH   SOLE   0 0 3,641
ON SEMICONDUCTOR CORP COM 682189105   703,675 7,440 SH   SOLE   0 0 7,440
ONEOK INC NEW COM 682680103   355,126 5,754 SH   SOLE   0 0 5,754
ORACLE CORP COM 68389X105   709,374 5,957 SH   SOLE   0 0 5,957
PALO ALTO NETWORKS INC COM 697435105   1,986,590 7,775 SH   SOLE   0 0 7,775
PAYCHEX INC COM 704326107   579,305 5,178 SH   SOLE   0 0 5,178
PAYPAL HLDGS INC COM 70450Y103   649,683 9,736 SH   SOLE   0 0 9,736
PEPSICO INC COM 713448108   404,844 2,186 SH   SOLE   0 0 2,186
PFIZER INC COM 717081103   295,314 8,051 SH   SOLE   0 0 8,051
PROCTER AND GAMBLE CO COM 742718109   653,411 4,306 SH   SOLE   0 0 4,306
QUALCOMM INC COM 747525103   1,359,690 11,422 SH   SOLE   0 0 11,422
RAYTHEON TECHNOLOGIES CORP COM 75513E101   422,070 4,309 SH   SOLE   0 0 4,309
REATA PHARMACEUTICALS INC CL A 75615P103   2,848,864 27,941 SH   SOLE   0 0 27,941
REGENERON PHARMACEUTICALS COM 75886F107   247,896 345 SH   SOLE   0 0 345
SALESFORCE INC COM 79466L302   1,196,999 5,666 SH   SOLE   0 0 5,666
SCHLUMBERGER LTD COM STK 806857108   286,238 5,827 SH   SOLE   0 0 5,827
SCHWAB CHARLES CORP COM 808513105   351,502 6,202 SH   SOLE   0 0 6,202
SERVICENOW INC COM 81762P102   463,625 825 SH   SOLE   0 0 825
SHOPIFY INC CL A 82509L107   354,008 5,480 SH   SOLE   0 0 5,480
SKYWORKS SOLUTIONS INC COM 83088M102   470,759 4,253 SH   SOLE   0 0 4,253
SOFI TECHNOLOGIES INC COM 83406F102   100,455 12,045 SH   SOLE   0 0 12,045
SOUTHERN CO COM 842587107   353,709 5,035 SH   SOLE   0 0 5,035
SPDR S&P 500 ETF TR TR UNIT 78462F103   468,547 1,057 SH   SOLE   0 0 1,057
SPDR SER TR S&P BIOTECH 78464A870   228,403 2,745 SH   SOLE   0 0 2,745
STARBUCKS CORP COM 855244109   731,080 7,380 SH   SOLE   0 0 7,380
TARGET CORP COM 87612E106   375,526 2,847 SH   SOLE   0 0 2,847
TESLA INC COM 88160R101   585,056 2,235 SH   SOLE   0 0 2,235
TEXAS INSTRS INC COM 882508104   424,565 2,358 SH   SOLE   0 0 2,358
THERMO FISHER SCIENTIFIC INC COM 883556102   729,022 1,397 SH   SOLE   0 0 1,397
TJX COS INC NEW COM 872540109   629,519 7,424 SH   SOLE   0 0 7,424
TWILIO INC CL A 90138F102   419,256 6,590 SH   SOLE   0 0 6,590
UNITED PARCEL SERVICE INC CL B 911312106   210,440 1,174 SH   SOLE   0 0 1,174
UNITEDHEALTH GROUP INC COM 91324P102   1,184,560 2,465 SH   SOLE   0 0 2,465
UNITY SOFTWARE INC COM 91332U101   441,929 10,178 SH   SOLE   0 0 10,178
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   234,495 576 SH   SOLE   0 0 576
VEEVA SYS INC CL A COM 922475108   337,130 1,705 SH   SOLE   0 0 1,705
VERTEX PHARMACEUTICALS INC COM 92532F100   621,825 1,767 SH   SOLE   0 0 1,767
VISA INC COM CL A 92826C839   770,116 3,243 SH   SOLE   0 0 3,243
WASTE MGMT INC DEL COM 94106L109   459,696 2,651 SH   SOLE   0 0 2,651
WORKDAY INC CL A 98138H101   278,974 1,235 SH   SOLE   0 0 1,235
ZSCALER INC COM 98980G102   332,101 2,270 SH   SOLE   0 0 2,270