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   1,136,574 3,746 SH   SOLE   3,746 0 0
ADOBE INC COM 00724F101   2,088,830 3,760 SH   SOLE   3,760 0 0
ADVANCED MICRO DEVICES INC COM 007903107   2,772,007 17,089 SH   SOLE   17,089 0 0
AIR PRODS & CHEMS INC COM 009158106   924,851 3,584 SH   SOLE   3,584 0 0
ALPHABET INC CAP STK CL A 02079K305   5,254,299 28,846 SH   SOLE   28,846 0 0
AMAZON COM INC COM 023135106   4,326,481 22,388 SH   SOLE   22,388 0 0
AMGEN INC COM 031162100   1,675,669 5,363 SH   SOLE   5,363 0 0
APPLE INC COM 037833100   6,097,238 28,949 SH   SOLE   28,949 0 0
BANK AMERICA CORP COM 060505104   928,908 23,357 SH   SOLE   23,357 0 0
BLACKROCK INC COM 09247X101   566,870 720 SH   SOLE   720 0 0
BOSTON SCIENTIFIC CORP COM 101137107   1,389,491 18,043 SH   SOLE   18,043 0 0
BROADCOM INC COM 11135F101   5,449,169 3,394 SH   SOLE   3,394 0 0
CATERPILLAR INC COM 149123101   1,992,271 5,981 SH   SOLE   5,981 0 0
CENCORA INC COM 03073E105   1,342,563 5,959 SH   SOLE   5,959 0 0
CHEVRON CORP NEW COM 166764100   2,025,952 12,952 SH   SOLE   12,952 0 0
CHUBB LIMITED COM H1467J104   1,489,157 5,838 SH   SOLE   5,838 0 0
CITIGROUP INC COM NEW 172967424   1,699,141 26,775 SH   SOLE   26,775 0 0
CLOROX CO DEL COM 189054109   1,002,099 7,343 SH   SOLE   7,343 0 0
COCA COLA CO COM 191216100   381,264 5,990 SH   SOLE   5,990 0 0
CONSTELLATION BRANDS INC CL A 21036P108   951,164 3,697 SH   SOLE   3,697 0 0
COSTCO WHSL CORP NEW COM 22160K105   3,466,259 4,078 SH   SOLE   4,078 0 0
COTERRA ENERGY INC COM 127097103   1,040,770 39,024 SH   SOLE   39,024 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   1,680,288 4,385 SH   SOLE   4,385 0 0
DEERE & CO COM 244199105   721,480 1,931 SH   SOLE   1,931 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   1,095,900 23,101 SH   SOLE   23,101 0 0
DIAMONDBACK ENERGY INC COM 25278X109   2,656,121 13,268 SH   SOLE   13,268 0 0
ELI LILLY & CO COM 532457108   6,979,574 7,709 SH   SOLE   7,709 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   398,504 13,751 SH   SOLE   13,751 0 0
FREEPORT-MCMORAN INC CL B 35671D857   301,952 6,213 SH   SOLE   6,213 0 0
GALLAGHER ARTHUR J & CO COM 363576109   1,291,104 4,979 SH   SOLE   4,979 0 0
GE AEROSPACE COM NEW 369604301   1,070,504 6,734 SH   SOLE   6,734 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   1,213,059 15,568 SH   SOLE   15,568 0 0
GE VERNOVA INC COM 36828A101   1,073,653 6,260 SH   SOLE   6,260 0 0
GENERAL MTRS CO COM 37045V100   404,806 8,713 SH   SOLE   8,713 0 0
GOGORO INC *W EXP 99/99/999 G9491K113   3,872 53,038 SH   SOLE   53,038 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   1,323,941 2,927 SH   SOLE   2,927 0 0
HOME DEPOT INC COM 437076102   2,018,623 5,864 SH   SOLE   5,864 0 0
HONEYWELL INTL INC COM 438516106   1,320,318 6,183 SH   SOLE   6,183 0 0
INTUIT COM 461202103   1,093,597 1,664 SH   SOLE   1,664 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   3,141,524 6,557 SH   SOLE   6,557 0 0
JOHNSON & JOHNSON COM 478160104   644,127 4,407 SH   SOLE   4,407 0 0
JPMORGAN CHASE & CO. COM 46625H100   2,075,997 10,264 SH   SOLE   10,264 0 0
LINDE PLC SHS G54950103   1,679,326 3,827 SH   SOLE   3,827 0 0
LOCKHEED MARTIN CORP COM 539830109   319,029 683 SH   SOLE   683 0 0
LOWES COS INC COM 548661107   277,780 1,260 SH   SOLE   1,260 0 0
LULULEMON ATHLETICA INC COM 550021109   905,957 3,033 SH   SOLE   3,033 0 0
MARATHON PETE CORP COM 56585A102   396,922 2,288 SH   SOLE   2,288 0 0
MARSH & MCLENNAN COS INC COM 571748102   302,172 1,434 SH   SOLE   1,434 0 0
MARTIN MARIETTA MATLS INC COM 573284106   1,371,838 2,532 SH   SOLE   2,532 0 0
MARVELL TECHNOLOGY INC COM 573874104   1,800,344 25,756 SH   SOLE   25,756 0 0
MCDONALDS CORP COM 580135101   622,319 2,442 SH   SOLE   2,442 0 0
MCKESSON CORP COM 58155Q103   1,005,133 1,721 SH   SOLE   1,721 0 0
MERCK & CO INC COM 58933Y105   1,116,305 9,017 SH   SOLE   9,017 0 0
META PLATFORMS INC CL A 30303M102   3,333,903 6,612 SH   SOLE   6,612 0 0
MICRON TECHNOLOGY INC COM 595112103   1,413,421 10,746 SH   SOLE   10,746 0 0
MICROSOFT CORP COM 594918104   5,658,387 12,660 SH   SOLE   12,660 0 0
MONDELEZ INTL INC CL A 609207105   526,661 8,048 SH   SOLE   8,048 0 0
MORGAN STANLEY COM NEW 617446448   962,570 9,904 SH   SOLE   9,904 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   1,465,832 3,797 SH   SOLE   3,797 0 0
NOVO-NORDISK A S ADR 670100205   822,040 5,759 SH   SOLE   5,759 0 0
NVIDIA CORPORATION COM 67066G104   11,678,483 94,532 SH   SOLE   94,532 0 0
PEPSICO INC COM 713448108   696,170 4,221 SH   SOLE   4,221 0 0
PHILLIPS 66 COM 718546104   916,758 6,494 SH   SOLE   6,494 0 0
PNC FINL SVCS GROUP INC COM 693475105   1,241,508 7,985 SH   SOLE   7,985 0 0
PROCTER AND GAMBLE CO COM 742718109   822,126 4,985 SH   SOLE   4,985 0 0
RTX CORPORATION COM 75513E101   575,937 5,737 SH   SOLE   5,737 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   404,355 743 SH   SOLE   743 0 0
STRYKER CORPORATION COM 863667101   1,055,115 3,101 SH   SOLE   3,101 0 0
SUPER MICRO COMPUTER INC COM 86800U104   810,337 989 SH   SOLE   989 0 0
T-MOBILE US INC COM 872590104   661,908 3,757 SH   SOLE   3,757 0 0
TARGET CORP COM 87612E106   214,806 1,451 SH   SOLE   1,451 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   591,157 1,069 SH   SOLE   1,069 0 0
TJX COS INC NEW COM 872540109   1,431,851 13,005 SH   SOLE   13,005 0 0
ULTA BEAUTY INC COM 90384S303   1,355,175 3,512 SH   SOLE   3,512 0 0
UNION PAC CORP COM 907818108   1,535,174 6,785 SH   SOLE   6,785 0 0
UNITED RENTALS INC COM 911363109   915,770 1,416 SH   SOLE   1,416 0 0
UNITEDHEALTH GROUP INC COM 91324P102   2,216,300 4,352 SH   SOLE   4,352 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   5,637,465 11,272 SH   SOLE   11,272 0 0
VISA INC COM CL A 92826C839   2,156,454 8,216 SH   SOLE   8,216 0 0
WALMART INC COM 931142103   744,539 10,996 SH   SOLE   10,996 0 0
ZOETIS INC CL A 98978V103   343,426 1,981 SH   SOLE   1,981 0 0