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   4,096,754 37,578 SH   SOLE   0 0 37,578
ABBVIE INC COM 00287Y109   2,967,159 22,023 SH   SOLE   0 0 22,023
ACTIVISION BLIZZARD INC COM 00507V109   1,985,855 23,557 SH   SOLE   0 0 23,557
ADOBE SYSTEMS INCORPORATED COM 00724F101   3,867,422 7,909 SH   SOLE   0 0 7,909
ADVANCED MICRO DEVICES INC COM 007903107   7,288,531 63,985 SH   SOLE   0 0 63,985
ALPHABET INC CAP STK CL C 02079K107   2,438,513 20,158 SH   SOLE   0 0 20,158
ALPHABET INC CAP STK CL A 02079K305   24,609,003 205,589 SH   SOLE   0 0 205,589
AMAZON COM INC COM 023135106   20,964,365 160,819 SH   SOLE   0 0 160,819
AMETEK INC COM 031100100   7,912,694 48,880 SH   SOLE   0 0 48,880
AMGEN INC COM 031162100   341,911 1,540 SH   SOLE   0 0 1,540
AMPHENOL CORP NEW CL A 032095101   3,787,666 44,587 SH   SOLE   0 0 44,587
APPLE INC COM 037833100   45,020,328 232,099 SH   SOLE   0 0 232,099
APPLIED MATLS INC COM 038222105   5,084,195 35,175 SH   SOLE   0 0 35,175
AUTOMATIC DATA PROCESSING IN COM 053015103   2,286,036 10,401 SH   SOLE   0 0 10,401
BECTON DICKINSON & CO COM 075887109   2,190,755 8,298 SH   SOLE   0 0 8,298
BHP GROUP LTD SPONSORED ADS 088606108   3,891,737 65,221 SH   SOLE   0 0 65,221
BOEING CO COM 097023105   6,591,571 31,216 SH   SOLE   0 0 31,216
BOOKING HOLDINGS INC COM 09857L108   2,230,473 826 SH   SOLE   0 0 826
BRISTOL-MYERS SQUIBB CO COM 110122108   1,817,395 28,419 SH   SOLE   0 0 28,419
BROADCOM INC COM 11135F101   4,814,237 5,550 SH   SOLE   0 0 5,550
CSX CORP COM 126408103   2,317,641 67,966 SH   SOLE   0 0 67,966
CANADIAN NATL RY CO COM 136375102   2,800,107 23,128 SH   SOLE   0 0 23,128
CHEVRON CORP NEW COM 166764100   9,238,333 58,712 SH   SOLE   0 0 58,712
CISCO SYS INC COM 17275R102   3,304,427 63,866 SH   SOLE   0 0 63,866
COMCAST CORP NEW CL A 20030N101   2,530,727 60,908 SH   SOLE   0 0 60,908
COSTCO WHSL CORP NEW COM 22160K105   8,933,878 16,594 SH   SOLE   0 0 16,594
CROWDSTRIKE HLDGS INC CL A 22788C105   2,141,658 14,582 SH   SOLE   0 0 14,582
DANAHER CORPORATION COM 235851102   2,570,880 10,712 SH   SOLE   0 0 10,712
DISNEY WALT CO COM 254687106   2,035,763 22,802 SH   SOLE   0 0 22,802
EOG RES INC COM 26875P101   5,559,495 48,580 SH   SOLE   0 0 48,580
EXXON MOBIL CORP COM 30231G102   562,741 5,247 SH   SOLE   0 0 5,247
META PLATFORMS INC CL A 30303M102   13,149,137 45,819 SH   SOLE   0 0 45,819
FASTENAL CO COM 311900104   6,120,389 103,753 SH   SOLE   0 0 103,753
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   1,449,322 17,840 SH   SOLE   0 0 17,840
GENERAL ELECTRIC CO COM NEW 369604301   5,921,684 53,907 SH   SOLE   0 0 53,907
HOME DEPOT INC COM 437076102   8,603,796 27,697 SH   SOLE   0 0 27,697
HONEYWELL INTL INC COM 438516106   4,237,980 20,424 SH   SOLE   0 0 20,424
HUDSON TECHNOLOGIES INC COM 444144109   128,446 13,352 SH   SOLE   0 0 13,352
INTUIT COM 461202103   1,986,254 4,335 SH   SOLE   0 0 4,335
INTUITIVE SURGICAL INC COM NEW 46120E602   4,011,982 11,733 SH   SOLE   0 0 11,733
ISHARES TR RUS 1000 VAL ETF 464287598   357,958 2,268 SH   SOLE   0 0 2,268
ISHARES TR RUS 1000 GRW ETF 464287614   721,797 2,623 SH   SOLE   0 0 2,623
ISHARES TR RUS 1000 ETF 464287622   897,938 3,684 SH   SOLE   0 0 3,684
ISHARES TR CORE S&P SCP ETF 464287804   201,293 2,020 SH   SOLE   0 0 2,020
ISHARES TR MSCI ACWI EX US 464288240   885,960 18,000 SH   SOLE   0 0 18,000
JOHNSON & JOHNSON COM 478160104   6,292,077 38,014 SH   SOLE   0 0 38,014
LILLY ELI & CO COM 532457108   5,343,558 11,394 SH   SOLE   0 0 11,394
LOCKHEED MARTIN CORP COM 539830109   4,629,581 10,056 SH   SOLE   0 0 10,056
MARRIOTT INTL INC NEW CL A 571903202   3,094,258 16,845 SH   SOLE   0 0 16,845
MASTERCARD INCORPORATED CL A 57636Q104   3,422,497 8,702 SH   SOLE   0 0 8,702
MERCADOLIBRE INC COM 58733R102   2,736,426 2,310 SH   SOLE   0 0 2,310
MERCK & CO INC COM 58933Y105   4,573,598 39,636 SH   SOLE   0 0 39,636
MICROSOFT CORP COM 594918104   43,722,111 128,391 SH   SOLE   0 0 128,390
MICRON TECHNOLOGY INC COM 595112103   2,424,055 38,410 SH   SOLE   0 0 38,410
NETFLIX INC COM 64110L106   3,534,492 8,024 SH   SOLE   0 0 8,024
NIKE INC CL B 654106103   1,931,254 17,498 SH   SOLE   0 0 17,498
NVIDIA CORPORATION COM 67066G104   18,097,219 42,781 SH   SOLE   0 0 42,781
ORACLE CORP COM 68389X105   212,099 1,781 SH   SOLE   0 0 1,781
PFIZER INC COM 717081103   2,670,304 72,800 SH   SOLE   0 0 72,800
PROCTER AND GAMBLE CO COM 742718109   5,327,591 35,110 SH   SOLE   0 0 35,110
PUBLIC STORAGE COM 74460D109   2,261,194 7,747 SH   SOLE   0 0 7,747
QUALCOMM INC COM 747525103   1,758,578 14,773 SH   SOLE   0 0 14,773
SPDR SER TR S&P BIOTECH 78464A870   4,583,738 55,093 SH   SOLE   0 0 55,093
SPDR SER TR BLOOMBERG 3-12 M 78468R523   22,717,261 228,406 SH   SOLE   0 0 228,406
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   15,418,323 167,919 SH   SOLE   0 0 167,919
SALESFORCE INC COM 79466L302   4,301,465 20,361 SH   SOLE   0 0 20,361
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   8,620,060 64,944 SH   SOLE   0 0 64,944
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   10,127,757 59,642 SH   SOLE   0 0 59,641
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   53,025,324 1,572,985 SH   SOLE   0 0 1,572,985
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   33,574,934 193,115 SH   SOLE   0 0 193,114
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   11,082,654 170,293 SH   SOLE   0 0 170,292
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   4,215,579 64,419 SH   SOLE   0 0 64,419
SERVICENOW INC COM 81762P102   3,707,316 6,597 SH   SOLE   0 0 6,597
STARBUCKS CORP COM 855244109   1,808,538 18,257 SH   SOLE   0 0 18,257
SYSCO CORP COM 871829107   1,701,554 22,932 SH   SOLE   0 0 22,932
TJX COS INC NEW COM 872540109   4,710,424 55,554 SH   SOLE   0 0 55,554
TESLA INC COM 88160R101   9,029,756 34,495 SH   SOLE   0 0 34,495
TEXAS INSTRS INC COM 882508104   2,296,155 12,755 SH   SOLE   0 0 12,755
THERMO FISHER SCIENTIFIC INC COM 883556102   3,718,512 7,127 SH   SOLE   0 0 7,127
UNITED PARCEL SERVICE INC CL B 911312106   1,577,579 8,801 SH   SOLE   0 0 8,801
UNITEDHEALTH GROUP INC COM 91324P102   15,171,402 31,565 SH   SOLE   0 0 31,565
VALERO ENERGY CORP COM 91913Y100   5,738,081 48,918 SH   SOLE   0 0 48,918
VANGUARD WORLD FD MEGA GRWTH IND 921910816   46,859,909 199,133 SH   SOLE   0 0 199,132
VANGUARD WORLD FD MEGA CAP VAL ETF 921910840   36,777,523 354,448 SH   SOLE   0 0 354,447
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505   8,205,406 32,293 SH   SOLE   0 0 32,293
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703   26,450,314 169,880 SH   SOLE   0 0 169,879
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   7,597,021 164,509 SH   SOLE   0 0 164,508
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   886,883 16,300 SH   SOLE   0 0 16,300
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   1,496,578 36,789 SH   SOLE   0 0 36,789
VANGUARD WORLD FDS FINANCIALS ETF 92204A405   366,636 4,513 SH   SOLE   0 0 4,513
VANGUARD INDEX FDS GROWTH ETF 922908736   210,545 744 SH   SOLE   0 0 744
VANGUARD INDEX FDS SMALL CP ETF 922908751   9,337,773 46,949 SH   SOLE   0 0 46,949
VISA INC COM CL A 92826C839   5,256,620 22,135 SH   SOLE   0 0 22,135
WEC ENERGY GROUP INC COM 92939U106   3,989,507 45,212 SH   SOLE   0 0 45,212
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,422,970 7,852 SH   SOLE   0 0 7,852
LINDE PLC SHS G54950103   2,556,666 6,709 SH   SOLE   0 0 6,709
MEDTRONIC PLC SHS G5960L103   1,493,912 16,957 SH   SOLE   0 0 16,957
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   2,099,968 22,868 SH   SOLE   0 0 22,868