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 BBG001S5N9M6 3,648,727 37,674 SH   SOLE   37,674 0 0
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 3,291,245 22,080 SH   SOLE   22,080 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 2,416,341 7,868 SH   SOLE   7,868 0 0
ACTIVISION BLIZZARD INC COM 00507V109 BBG001S6C009 2,215,005 23,657 SH   SOLE   23,657 0 0
ADOBE INC COM 00724F101 BBG001S5NCQ5 4,034,839 7,913 SH   SOLE   7,913 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 6,530,304 63,512 SH   SOLE   63,512 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 27,536,085 210,424 SH   SOLE   210,424 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2,657,832 20,158 SH   SOLE   20,158 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 20,435,048 160,754 SH   SOLE   160,754 0 0
AMETEK INC COM 031100100 BBG001S5NN54 5,902,864 39,949 SH   SOLE   39,949 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 413,890 1,540 SH   SOLE   1,540 0 0
AMPHENOL CORP NEW CL A 032095101 BBG001S5NSK6 3,757,377 44,736 SH   SOLE   44,736 0 0
APPLE INC COM 037833100 BBG001S5N8V8 36,538,344 213,412 SH   SOLE   213,412 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 4,896,146 35,364 SH   SOLE   35,364 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 2,513,099 10,446 SH   SOLE   10,446 0 0
AUTOZONE INC COM 053332102 BBG001S6Q5D9 1,724,653 679 SH   SOLE   679 0 0
BECTON DICKINSON & CO COM 075887109 BBG001S5P374 2,153,813 8,331 SH   SOLE   8,331 0 0
BHP GROUP LTD SPONSORED ADS 088606108 BBG001S5P5K4 3,716,710 65,343 SH   SOLE   65,343 0 0
BOEING CO COM 097023105 BBG001S5P0V3 6,000,159 31,303 SH   SOLE   31,303 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 2,562,762 831 SH   SOLE   831 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 1,998,840 34,439 SH   SOLE   34,439 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 4,638,789 5,585 SH   SOLE   5,585 0 0
CANADIAN NATL RY CO COM 136375102 BBG001S8WVQ7 2,493,107 23,014 SH   SOLE   23,014 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 9,950,435 59,011 SH   SOLE   59,011 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 3,412,685 63,480 SH   SOLE   63,480 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 2,711,435 61,151 SH   SOLE   61,151 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 9,394,720 16,629 SH   SOLE   16,629 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 2,449,439 14,634 SH   SOLE   14,634 0 0
CSX CORP COM 126408103 BBG001S5Q7Q3 2,091,308 68,010 SH   SOLE   68,010 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 2,663,602 10,736 SH   SOLE   10,736 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 1,992,857 24,588 SH   SOLE   24,588 0 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 6,130,265 11,413 SH   SOLE   11,413 0 0
EOG RES INC COM 26875P101 BBG001S5ZB93 6,172,958 48,698 SH   SOLE   48,698 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 297,713 2,532 SH   SOLE   2,532 0 0
FASTENAL CO COM 311900104 BBG001S5R1F7 5,688,734 104,113 SH   SOLE   104,113 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 1,218,324 17,906 SH   SOLE   17,906 0 0
GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 5,977,660 54,072 SH   SOLE   54,072 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 8,384,638 27,749 SH   SOLE   27,749 0 0
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 2,291,330 12,403 SH   SOLE   12,403 0 0
INTUIT COM 461202103 BBG001S6TWR2 2,217,991 4,341 SH   SOLE   4,341 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 3,434,700 11,751 SH   SOLE   11,751 0 0
ISHARES TR MSCI ACWI EX US 464288240 BBG001S56R18 846,180 18,000 SH   SOLE   18,000 0 0
ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 865,408 3,684 SH   SOLE   3,684 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 697,692 2,623 SH   SOLE   2,623 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 344,328 2,268 SH   SOLE   2,268 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 5,913,516 37,968 SH   SOLE   37,968 0 0
LINDE PLC SHS G54950103 BBG01FND0CH6 2,505,171 6,728 SH   SOLE   6,728 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 4,116,591 10,066 SH   SOLE   10,066 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 BBG001T8LMY9 2,171,282 22,928 SH   SOLE   22,928 0 0
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 3,324,419 16,913 SH   SOLE   16,913 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 3,461,441 8,743 SH   SOLE   8,743 0 0
MCKESSON CORP COM 58155Q103 BBG001S8F8P8 2,169,032 4,988 SH   SOLE   4,988 0 0
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 2,931,339 2,312 SH   SOLE   2,312 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 4,095,763 39,784 SH   SOLE   39,784 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 13,816,565 46,023 SH   SOLE   46,023 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 2,632,217 38,692 SH   SOLE   38,692 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 40,592,987 128,561 SH   SOLE   128,561 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 3,067,245 8,123 SH   SOLE   8,123 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 1,678,131 17,550 SH   SOLE   17,550 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 18,967,304 43,604 SH   SOLE   43,604 0 0
PFIZER INC COM 717081103 BBG001S5V466 2,418,624 72,916 SH   SOLE   72,916 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 4,874,787 33,421 SH   SOLE   33,421 0 0
PUBLIC STORAGE COM 74460D109 BBG001S5TH79 2,048,868 7,775 SH   SOLE   7,775 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 1,643,244 14,796 SH   SOLE   14,796 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 4,144,418 20,438 SH   SOLE   20,438 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 BBG00L5F9FV7 11,088,331 169,107 SH   SOLE   169,107 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 52,258,041 1,575,461 SH   SOLE   1,575,461 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 9,556,315 59,363 SH   SOLE   59,363 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 8,351,233 64,869 SH   SOLE   64,869 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 31,536,813 192,380 SH   SOLE   192,380 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 3,697,520 6,615 SH   SOLE   6,615 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 11,443,802 124,633 SH   SOLE   124,633 0 0
SPDR SER TR BLOOMBERG 3-12 M 78468R523 BBG00X8RXGK5 25,243,984 253,887 SH   SOLE   253,887 0 0
SPDR SER TR S&P BIOTECH 78464A870 BBG001SQDKG3 4,028,148 55,165 SH   SOLE   55,165 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 1,671,975 18,319 SH   SOLE   18,319 0 0
SYSCO CORP COM 871829107 BBG001S5WJS8 1,507,855 22,829 SH   SOLE   22,829 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 8,678,380 34,683 SH   SOLE   34,683 0 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 2,036,282 12,806 SH   SOLE   12,806 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 3,613,548 7,139 SH   SOLE   7,139 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 4,952,216 55,718 SH   SOLE   55,718 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 15,974,756 31,684 SH   SOLE   31,684 0 0
VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 6,959,945 49,114 SH   SOLE   49,114 0 0
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 BBG001TC6MF8 7,963,875 32,263 SH   SOLE   32,263 0 0
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 BBG001TC6MG7 25,063,828 168,564 SH   SOLE   168,564 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 330,334 1,213 SH   SOLE   1,213 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 8,725,747 46,151 SH   SOLE   46,151 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 845,481 16,300 SH   SOLE   16,300 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 1,371,817 34,986 SH   SOLE   34,986 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 7,272,322 166,339 SH   SOLE   166,339 0 0
VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 BBG001T0Y6L1 36,441,096 359,380 SH   SOLE   359,380 0 0
VANGUARD WORLD FD MEGA GRWTH IND 921910816 BBG001T0Y6W9 45,264,818 199,492 SH   SOLE   199,492 0 0
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 BBG001SHTTM0 362,484 4,513 SH   SOLE   4,513 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 5,113,122 22,230 SH   SOLE   22,230 0 0
WEC ENERGY GROUP INC COM 92939U106 BBG001S5XDC7 3,641,021 45,202 SH   SOLE   45,202 0 0