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   1,637,872 13,865 SH   SOLE   0 0 13,865
ABBVIE INC COM 00287Y109   1,948,132 18,060 SH   SOLE   0 0 18,060
ADVANCED MICRO DEVICES INC COM 007903107   4,652,624 45,215 SH   SOLE   0 0 45,215
ALPHABET INC CAP STK CL A 02079K305   1,550,642 580 SH   SOLE   0 0 580
AMAZON COM INC COM 023135106   394,205 120 SH   SOLE   0 0 120
AMERICAN TOWER CORP NEW COM 03027X100   1,470,371 5,540 SH   SOLE   0 0 5,540
APPLE INC COM 037833100   2,685,670 18,980 SH   SOLE   0 0 18,980
AUTOMATIC DATA PROCESSING IN COM 053015103   2,502,998 12,520 SH   SOLE   0 0 12,520
BECTON DICKINSON & CO COM 075887109   1,155,354 4,700 SH   SOLE   0 0 4,700
BLACKSTONE INC COM 09260D107   4,788,554 41,160 SH   SOLE   0 0 41,160
CARRIER GLOBAL CORPORATION COM 14448C104   702,642 13,575 SH   SOLE   0 0 13,575
CATERPILLAR INC COM 149123101   763,081 3,975 SH   SOLE   0 0 3,975
CORNING INC COM 219350105   2,616,515 71,705 SH   SOLE   0 0 71,705
COSTCO WHSL CORP NEW COM 22160K105   1,843,234 4,102 SH   SOLE   0 0 4,102
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   725,866 6,485 SH   SOLE   0 0 6,485
CSX CORP COM 126408103   802,980 27,000 SH   SOLE   0 0 27,000
DOCUSIGN INC COM 256163106   3,807,390 14,790 SH   SOLE   0 0 14,790
DROPBOX INC CL A 26210C104   917,508 31,400 SH   SOLE   0 0 31,400
EXPEDIA GROUP INC COM NEW 30212P303   799,832 4,880 SH   SOLE   0 0 4,880
FISKER INC CL A COM STK 33813J106   907,568 61,950 SH   SOLE   0 0 61,950
GENERAL DYNAMICS CORP COM 369550108   1,050,721 5,360 SH   SOLE   0 0 5,360
GILEAD SCIENCES INC COM 375558103   1,002,697 14,355 SH   SOLE   0 0 14,355
HONEYWELL INTL INC COM 438516106   2,733,105 12,875 SH   SOLE   0 0 12,875
HUBBELL INC COM 443510607   5,140,062 28,450 SH   SOLE   0 0 28,450
HUNTINGTON INGALLS INDS INC COM 446413106   580,145 3,005 SH   SOLE   0 0 3,005
IRON MTN INC NEW COM 46284V101   2,295,898 52,840 SH   SOLE   0 0 52,840
JOHNSON & JOHNSON COM 478160104   1,819,298 11,265 SH   SOLE   0 0 11,265
JPMORGAN CHASE & CO COM 46625H100   6,263,598 38,265 SH   SOLE   0 0 38,265
L3HARRIS TECHNOLOGIES INC COM 502431109   455,677 2,069 SH   SOLE   0 0 2,069
LOCKHEED MARTIN CORP COM 539830109   5,946,073 17,230 SH   SOLE   0 0 17,230
LUMENTUM HLDGS INC COM 55024U109   1,020,023 12,210 SH   SOLE   0 0 12,210
MASTERCARD INCORPORATED CL A 57636Q104   801,402 2,305 SH   SOLE   0 0 2,305
MEDTRONIC PLC SHS G5960L103   1,847,032 14,735 SH   SOLE   0 0 14,735
MERCK & CO INC COM 58933Y105   2,005,061 26,695 SH   SOLE   0 0 26,695
MICROSOFT CORP COM 594918104   4,805,608 17,046 SH   SOLE   0 0 17,046
NETFLIX INC COM 64110L106   2,167,317 3,551 SH   SOLE   0 0 3,551
NORFOLK SOUTHN CORP COM 655844108   1,143,615 4,780 SH   SOLE   0 0 4,780
NORTHROP GRUMMAN CORP COM 666807102   2,895,606 8,040 SH   SOLE   0 0 8,040
NVIDIA CORPORATION COM 67066G104   9,011,460 43,500 SH   SOLE   0 0 43,500
OTIS WORLDWIDE CORP COM 68902V107   561,561 6,825 SH   SOLE   0 0 6,825
PAYCHEX INC COM 704326107   506,025 4,500 SH   SOLE   0 0 4,500
PFIZER INC COM 717081103   3,326,178 77,335 SH   SOLE   0 0 77,335
QUALCOMM INC COM 747525103   1,609,026 12,475 SH   SOLE   0 0 12,475
QUEST DIAGNOSTICS INC COM 74834L100   1,153,035 7,935 SH   SOLE   0 0 7,935
RAYTHEON TECHNOLOGIES CORP COM 75513E101   2,208,828 25,696 SH   SOLE   0 0 25,696
ROKU INC COM CL A 77543R102   879,887 2,808 SH   SOLE   0 0 2,808
SEMPRA COM 816851109   3,289,000 26,000 SH   SOLE   0 0 26,000
SPLUNK INC COM 848637104   1,011,378 6,989 SH   SOLE   0 0 6,989
SQUARE INC CL A 852234103   1,524,183 6,355 SH   SOLE   0 0 6,355
STANLEY BLACK & DECKER INC COM 854502101   1,124,614 6,415 SH   SOLE   0 0 6,415
UNION PAC CORP COM 907818108   7,424,859 37,880 SH   SOLE   0 0 37,880
UNITED PARCEL SERVICE INC CL B 911312106   1,756,355 9,645 SH   SOLE   0 0 9,645
VERIZON COMMUNICATIONS INC COM 92343V104   1,975,956 36,585 SH   SOLE   0 0 36,585
WESTROCK CO COM 96145D105   2,327,061 46,700 SH   SOLE   0 0 46,700
WEYERHAEUSER CO MTN BE COM NEW 962166104   2,368,962 67,544 SH   SOLE   0 0 67,544
XILINX INC COM 983919101   977,660 6,475 SH   SOLE   0 0 6,475