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   3,648,727 37,674 SH   SOLE   0 0 37,674
ABBVIE INC COM 00287Y109   3,291,245 22,080 SH   SOLE   0 0 22,080
ACTIVISION BLIZZARD INC COM 00507V109   2,215,005 23,657 SH   SOLE   0 0 23,657
ADOBE INC COM 00724F101   4,034,839 7,913 SH   SOLE   0 0 7,913
ADVANCED MICRO DEVICES INC COM 007903107   6,530,304 63,512 SH   SOLE   0 0 63,512
ALPHABET INC CAP STK CL C 02079K107   2,657,832 20,158 SH   SOLE   0 0 20,158
ALPHABET INC CAP STK CL A 02079K305   27,536,085 210,424 SH   SOLE   0 0 210,424
AMAZON COM INC COM 023135106   20,435,048 160,754 SH   SOLE   0 0 160,754
AMETEK INC COM 031100100   7,241,570 49,009 SH   SOLE   0 0 49,009
AMGEN INC COM 031162100   413,890 1,540 SH   SOLE   0 0 1,540
AMPHENOL CORP NEW CL A 032095101   3,757,377 44,736 SH   SOLE   0 0 44,736
APPLE INC COM 037833100   36,538,344 213,412 SH   SOLE   0 0 213,412
APPLIED MATLS INC COM 038222105   4,896,146 35,364 SH   SOLE   0 0 35,364
AUTOMATIC DATA PROCESSING IN COM 053015103   2,513,099 10,446 SH   SOLE   0 0 10,446
AUTOZONE INC COM 053332102   1,724,653 679 SH   SOLE   0 0 679
BECTON DICKINSON & CO COM 075887109   2,153,813 8,331 SH   SOLE   0 0 8,331
BHP GROUP LTD SPONSORED ADS 088606108   3,716,710 65,343 SH   SOLE   0 0 65,343
BOEING CO COM 097023105   6,000,159 31,303 SH   SOLE   0 0 31,303
BOOKING HOLDINGS INC COM 09857L108   2,562,762 831 SH   SOLE   0 0 831
BRISTOL-MYERS SQUIBB CO COM 110122108   1,998,840 34,439 SH   SOLE   0 0 34,439
BROADCOM INC COM 11135F101   4,638,789 5,585 SH   SOLE   0 0 5,585
CSX CORP COM 126408103   2,091,308 68,010 SH   SOLE   0 0 68,010
CANADIAN NATL RY CO COM 136375102   2,514,773 23,214 SH   SOLE   0 0 23,214
CHEVRON CORP NEW COM 166764100   9,950,435 59,011 SH   SOLE   0 0 59,011
CISCO SYS INC COM 17275R102   3,439,565 63,980 SH   SOLE   0 0 63,980
COMCAST CORP NEW CL A 20030N101   2,711,435 61,151 SH   SOLE   0 0 61,151
COSTCO WHSL CORP NEW COM 22160K105   9,394,720 16,629 SH   SOLE   0 0 16,629
CROWDSTRIKE HLDGS INC CL A 22788C105   2,449,439 14,634 SH   SOLE   0 0 14,634
DANAHER CORPORATION COM 235851102   2,663,602 10,736 SH   SOLE   0 0 10,736
DISNEY WALT CO COM 254687106   1,992,857 24,588 SH   SOLE   0 0 24,588
EOG RES INC COM 26875P101   6,172,958 48,698 SH   SOLE   0 0 48,698
EXXON MOBIL CORP COM 30231G102   621,175 5,283 SH   SOLE   0 0 5,283
META PLATFORMS INC CL A 30303M102   13,816,565 46,023 SH   SOLE   0 0 46,023
FASTENAL CO COM 311900104   5,688,734 104,113 SH   SOLE   0 0 104,113
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   1,218,324 17,906 SH   SOLE   0 0 17,906
GENERAL ELECTRIC CO COM NEW 369604301   5,977,660 54,072 SH   SOLE   0 0 54,072
HOME DEPOT INC COM 437076102   8,384,638 27,749 SH   SOLE   0 0 27,749
HONEYWELL INTL INC COM 438516106   2,291,330 12,403 SH   SOLE   0 0 12,403
HUDSON TECHNOLOGIES INC COM 444144109   137,682 10,352 SH   SOLE   0 0 10,352
INTUIT COM 461202103   2,217,991 4,341 SH   SOLE   0 0 4,341
INTUITIVE SURGICAL INC COM NEW 46120E602   3,434,700 11,751 SH   SOLE   0 0 11,751
ISHARES TR RUS 1000 VAL ETF 464287598   344,328 2,268 SH   SOLE   0 0 2,268
ISHARES TR RUS 1000 GRW ETF 464287614   697,692 2,623 SH   SOLE   0 0 2,623
ISHARES TR RUS 1000 ETF 464287622   865,408 3,684 SH   SOLE   0 0 3,684
ISHARES TR MSCI ACWI EX US 464288240   846,180 18,000 SH   SOLE   0 0 18,000
JOHNSON & JOHNSON COM 478160104   5,936,879 38,118 SH   SOLE   0 0 38,118
ELI LILLY & CO COM 532457108   6,130,265 11,413 SH   SOLE   0 0 11,413
LOCKHEED MARTIN CORP COM 539830109   4,116,591 10,066 SH   SOLE   0 0 10,066
MARRIOTT INTL INC NEW CL A 571903202   3,324,419 16,913 SH   SOLE   0 0 16,913
MASTERCARD INCORPORATED CL A 57636Q104   3,461,441 8,743 SH   SOLE   0 0 8,743
MCKESSON CORP COM 58155Q103   2,169,032 4,988 SH   SOLE   0 0 4,988
MERCADOLIBRE INC COM 58733R102   2,931,339 2,312 SH   SOLE   0 0 2,312
MERCK & CO INC COM 58933Y105   4,095,763 39,784 SH   SOLE   0 0 39,784
MICROSOFT CORP COM 594918104   40,592,987 128,560 SH   SOLE   0 0 128,560
MICRON TECHNOLOGY INC COM 595112103   2,632,217 38,692 SH   SOLE   0 0 38,692
NETFLIX INC COM 64110L106   3,067,245 8,123 SH   SOLE   0 0 8,123
NIKE INC CL B 654106103   1,678,131 17,550 SH   SOLE   0 0 17,550
NVIDIA CORPORATION COM 67066G104   18,967,304 43,604 SH   SOLE   0 0 43,604
PFIZER INC COM 717081103   2,418,624 72,916 SH   SOLE   0 0 72,916
PROCTER AND GAMBLE CO COM 742718109   5,101,308 34,974 SH   SOLE   0 0 34,974
PUBLIC STORAGE COM 74460D109   2,048,868 7,775 SH   SOLE   0 0 7,775
QUALCOMM INC COM 747525103   1,643,244 14,796 SH   SOLE   0 0 14,796
SPDR SER TR S&P BIOTECH 78464A870   4,028,148 55,165 SH   SOLE   0 0 55,165
SPDR SER TR BLOOMBERG 3-12 M 78468R523   25,281,768 254,267 SH   SOLE   0 0 254,267
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   11,443,802 124,633 SH   SOLE   0 0 124,633
SALESFORCE INC COM 79466L302   4,144,418 20,438 SH   SOLE   0 0 20,438
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   8,361,661 64,949 SH   SOLE   0 0 64,949
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   9,569,515 59,445 SH   SOLE   0 0 59,445
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   52,281,260 1,576,161 SH   SOLE   0 0 1,576,161
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   31,576,484 192,621 SH   SOLE   0 0 192,621
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   11,102,888 169,328 SH   SOLE   0 0 169,328
SERVICENOW INC COM 81762P102   3,697,520 6,615 SH   SOLE   0 0 6,615
STARBUCKS CORP COM 855244109   1,671,975 18,319 SH   SOLE   0 0 18,319
SYSCO CORP COM 871829107   1,507,855 22,829 SH   SOLE   0 0 22,829
TJX COS INC NEW COM 872540109   4,952,216 55,718 SH   SOLE   0 0 55,718
TESLA INC COM 88160R101   8,678,380 34,683 SH   SOLE   0 0 34,683
TEXAS INSTRS INC COM 882508104   2,036,282 12,806 SH   SOLE   0 0 12,806
THERMO FISHER SCIENTIFIC INC COM 883556102   3,613,548 7,139 SH   SOLE   0 0 7,139
UNITEDHEALTH GROUP INC COM 91324P102   15,974,756 31,684 SH   SOLE   0 0 31,684
VALERO ENERGY CORP COM 91913Y100   6,959,945 49,114 SH   SOLE   0 0 49,114
VANGUARD WORLD FD MEGA GRWTH IND 921910816   45,341,284 199,829 SH   SOLE   0 0 199,829
VANGUARD WORLD FD MEGA CAP VAL ETF 921910840   36,489,159 359,853 SH   SOLE   0 0 359,853
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505   7,963,875 32,263 SH   SOLE   0 0 32,263
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703   25,106,799 168,853 SH   SOLE   0 0 168,853
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   7,275,076 166,401 SH   SOLE   0 0 166,401
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   845,481 16,300 SH   SOLE   0 0 16,300
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   1,371,817 34,986 SH   SOLE   0 0 34,986
VANGUARD WORLD FDS FINANCIALS ETF 92204A405   362,484 4,513 SH   SOLE   0 0 4,513
VANGUARD INDEX FDS GROWTH ETF 922908736   330,334 1,213 SH   SOLE   0 0 1,213
VANGUARD INDEX FDS SMALL CP ETF 922908751   8,738,037 46,215 SH   SOLE   0 0 46,215
VISA INC COM CL A 92826C839   5,113,122 22,230 SH   SOLE   0 0 22,230
WEC ENERGY GROUP INC COM 92939U106   3,641,021 45,202 SH   SOLE   0 0 45,202
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,416,341 7,868 SH   SOLE   0 0 7,868
LINDE PLC SHS G54950103   2,505,171 6,728 SH   SOLE   0 0 6,728
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   2,171,282 22,928 SH   SOLE   0 0 22,928