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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   1,298,054 3,745 SH   SOLE   3,745 0 0
ADOBE INC COM 00724F101   1,859,451 3,685 SH   SOLE   3,685 0 0
ADVANCED MICRO DEVICES INC COM 007903107   2,916,718 16,160 SH   SOLE   16,160 0 0
AIR PRODS & CHEMS INC COM 009158106   851,095 3,513 SH   SOLE   3,513 0 0
ALPHABET INC CAP STK CL A 02079K305   3,972,176 26,318 SH   SOLE   26,318 0 0
AMAZON COM INC COM 023135106   3,975,034 22,037 SH   SOLE   22,037 0 0
AMGEN INC COM 031162100   1,203,242 4,232 SH   SOLE   4,232 0 0
APPLE INC COM 037833100   5,101,016 29,747 SH   SOLE   29,747 0 0
BANK AMERICA CORP COM 060505104   965,178 25,453 SH   SOLE   25,453 0 0
BLACKROCK INC COM 09247X101   586,091 703 SH   SOLE   703 0 0
BOSTON SCIENTIFIC CORP COM 101137107   1,124,195 16,414 SH   SOLE   16,414 0 0
BROADCOM INC COM 11135F101   4,151,184 3,132 SH   SOLE   3,132 0 0
CATERPILLAR INC COM 149123101   2,021,228 5,516 SH   SOLE   5,516 0 0
CENCORA INC COM 03073E105   1,351,024 5,560 SH   SOLE   5,560 0 0
CHEVRON CORP NEW COM 166764100   2,115,451 13,411 SH   SOLE   13,411 0 0
CHUBB LIMITED COM H1467J104   1,109,336 4,281 SH   SOLE   4,281 0 0
CITIGROUP INC COM NEW 172967424   1,279,535 20,233 SH   SOLE   20,233 0 0
CLOROX CO DEL COM 189054109   1,048,344 6,847 SH   SOLE   6,847 0 0
COCA COLA CO COM 191216100   414,250 6,771 SH   SOLE   6,771 0 0
CONSTELLATION BRANDS INC CL A 21036P108   743,807 2,737 SH   SOLE   2,737 0 0
COSTCO WHSL CORP NEW COM 22160K105   2,849,931 3,890 SH   SOLE   3,890 0 0
COTERRA ENERGY INC COM 127097103   917,865 32,922 SH   SOLE   32,922 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   1,017,873 3,175 SH   SOLE   3,175 0 0
DEERE & CO COM 244199105   906,503 2,207 SH   SOLE   2,207 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   1,055,563 22,051 SH   SOLE   22,051 0 0
DIAMONDBACK ENERGY INC COM 25278X109   2,746,240 13,858 SH   SOLE   13,858 0 0
ELI LILLY & CO COM 532457108   5,921,054 7,611 SH   SOLE   7,611 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   401,254 13,751 SH   SOLE   13,751 0 0
FREEPORT-MCMORAN INC CL B 35671D857   284,894 6,059 SH   SOLE   6,059 0 0
GALLAGHER ARTHUR J & CO COM 363576109   1,193,441 4,773 SH   SOLE   4,773 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   1,066,647 11,733 SH   SOLE   11,733 0 0
GENERAL ELECTRIC CO COM 369604137   951,197 5,419 SH   SOLE   5,419 0 0
GENERAL MTRS CO COM 37045V100   446,607 9,848 SH   SOLE   9,848 0 0
GOGORO INC *W EXP 99/99/999 G9491K113   5,691 53,038 SH   SOLE   53,038 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   1,185,822 2,839 SH   SOLE   2,839 0 0
HOME DEPOT INC COM 437076102   2,249,814 5,865 SH   SOLE   5,865 0 0
HONEYWELL INTL INC COM 438516106   1,293,280 6,301 SH   SOLE   6,301 0 0
INTUIT COM 461202103   943,150 1,451 SH   SOLE   1,451 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   2,572,516 5,794 SH   SOLE   5,794 0 0
JOHNSON & JOHNSON COM 478160104   747,606 4,726 SH   SOLE   4,726 0 0
JPMORGAN CHASE & CO COM 46625H100   1,885,424 9,413 SH   SOLE   9,413 0 0
LINDE PLC SHS G54950103   1,615,369 3,479 SH   SOLE   3,479 0 0
LOCKHEED MARTIN CORP COM 539830109   269,283 592 SH   SOLE   592 0 0
LOWES COS INC COM 548661107   329,875 1,295 SH   SOLE   1,295 0 0
LULULEMON ATHLETICA INC COM 550021109   1,095,383 2,804 SH   SOLE   2,804 0 0
MARATHON PETE CORP COM 56585A102   481,988 2,392 SH   SOLE   2,392 0 0
MARSH & MCLENNAN COS INC COM 571748102   249,648 1,212 SH   SOLE   1,212 0 0
MARTIN MARIETTA MATLS INC COM 573284106   1,393,644 2,270 SH   SOLE   2,270 0 0
MARVELL TECHNOLOGY INC COM 573874104   1,817,930 25,648 SH   SOLE   25,648 0 0
MCDONALDS CORP COM 580135101   704,593 2,499 SH   SOLE   2,499 0 0
MCKESSON CORP COM 58155Q103   765,011 1,425 SH   SOLE   1,425 0 0
MERCK & CO INC COM 58933Y105   876,148 6,640 SH   SOLE   6,640 0 0
META PLATFORMS INC CL A 30303M102   2,593,968 5,342 SH   SOLE   5,342 0 0
MICRON TECHNOLOGY INC COM 595112103   733,394 6,221 SH   SOLE   6,221 0 0
MICROSOFT CORP COM 594918104   4,986,794 11,853 SH   SOLE   11,853 0 0
MONDELEZ INTL INC CL A 609207105   594,860 8,498 SH   SOLE   8,498 0 0
MORGAN STANLEY COM NEW 617446448   953,370 10,125 SH   SOLE   10,125 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   1,266,214 3,567 SH   SOLE   3,567 0 0
NOVO-NORDISK A S ADR 670100205   629,545 4,903 SH   SOLE   4,903 0 0
NVIDIA CORPORATION COM 67066G104   8,397,687 9,294 SH   SOLE   9,294 0 0
PEPSICO INC COM 713448108   913,552 5,220 SH   SOLE   5,220 0 0
PHILLIPS 66 COM 718546104   1,004,868 6,152 SH   SOLE   6,152 0 0
PNC FINL SVCS GROUP INC COM 693475105   1,187,760 7,350 SH   SOLE   7,350 0 0
PROCTER AND GAMBLE CO COM 742718109   803,462 4,952 SH   SOLE   4,952 0 0
RTX CORPORATION COM 75513E101   557,384 5,715 SH   SOLE   5,715 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   777,659 1,487 SH   SOLE   1,487 0 0
STRYKER CORPORATION COM 863667101   1,074,326 3,002 SH   SOLE   3,002 0 0
T-MOBILE US INC COM 872590104   605,220 3,708 SH   SOLE   3,708 0 0
TARGET CORP COM 87612E106   249,512 1,408 SH   SOLE   1,408 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   624,801 1,075 SH   SOLE   1,075 0 0
TJX COS INC NEW COM 872540109   1,292,902 12,748 SH   SOLE   12,748 0 0
ULTA BEAUTY INC COM 90384S303   1,511,646 2,891 SH   SOLE   2,891 0 0
UNION PAC CORP COM 907818108   1,657,568 6,740 SH   SOLE   6,740 0 0
UNITED RENTALS INC COM 911363109   985,757 1,367 SH   SOLE   1,367 0 0
UNITEDHEALTH GROUP INC COM 91324P102   2,110,390 4,266 SH   SOLE   4,266 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   7,679,663 15,976 SH   SOLE   15,976 0 0
VISA INC COM CL A 92826C839   2,122,124 7,604 SH   SOLE   7,604 0 0
WALMART INC COM 931142103   563,191 9,360 SH   SOLE   9,360 0 0
ZOETIS INC CL A 98978V103   324,883 1,920 SH   SOLE   1,920 0 0