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   1,951,360 13,865 SH   SOLE   0 0 13,865
ABBVIE INC COM 00287Y109   2,445,324 18,060 SH   SOLE   0 0 18,060
ADOBE SYSTEMS INCORPORATED COM 00724F101   711,660 1,255 SH   SOLE   0 0 1,255
ADVANCED MICRO DEVICES INC COM 007903107   6,394,197 44,435 SH   SOLE   0 0 44,435
ALPHABET INC CAP STK CL A 02079K305   1,680,283 580 SH   SOLE   0 0 580
AMAZON COM INC COM 023135106   400,121 120 SH   SOLE   0 0 120
AMERICAN TOWER CORP NEW COM 03027X100   1,708,200 5,840 SH   SOLE   0 0 5,840
APPLE INC COM 037833100   3,370,279 18,980 SH   SOLE   0 0 18,980
AUTOMATIC DATA PROCESSING IN COM 053015103   3,087,182 12,520 SH   SOLE   0 0 12,520
BECTON DICKINSON & CO COM 075887109   1,181,956 4,700 SH   SOLE   0 0 4,700
BLACKSTONE INC COM 09260D107   5,325,692 41,160 SH   SOLE   0 0 41,160
BLOCK INC CL A 852234103   1,026,396 6,355 SH   SOLE   0 0 6,355
CARRIER GLOBAL CORPORATION COM 14448C104   682,068 12,575 SH   SOLE   0 0 12,575
CATERPILLAR INC COM 149123101   821,792 3,975 SH   SOLE   0 0 3,975
CORNING INC COM 219350105   2,660,270 71,455 SH   SOLE   0 0 71,455
COSTCO WHSL CORP NEW COM 22160K105   2,328,705 4,102 SH   SOLE   0 0 4,102
CSX CORP COM 126408103   1,015,200 27,000 SH   SOLE   0 0 27,000
DOCUSIGN INC COM 256163106   2,406,803 15,802 SH   SOLE   0 0 15,802
DROPBOX INC CL A 26210C104   763,194 31,100 SH   SOLE   0 0 31,100
EXPEDIA GROUP INC COM NEW 30212P303   875,588 4,845 SH   SOLE   0 0 4,845
FISKER INC CL A COM STK 33813J106   968,182 61,550 SH   SOLE   0 0 61,550
GENERAL DYNAMICS CORP COM 369550108   1,117,399 5,360 SH   SOLE   0 0 5,360
GILEAD SCIENCES INC COM 375558103   1,027,068 14,145 SH   SOLE   0 0 14,145
HONEYWELL INTL INC COM 438516106   2,684,566 12,875 SH   SOLE   0 0 12,875
HUBBELL INC COM 443510607   5,925,282 28,450 SH   SOLE   0 0 28,450
HUNTINGTON INGALLS INDS INC COM 446413106   564,889 3,025 SH   SOLE   0 0 3,025
IRON MTN INC NEW COM 46284V101   2,765,117 52,840 SH   SOLE   0 0 52,840
JOHNSON & JOHNSON COM 478160104   2,012,639 11,765 SH   SOLE   0 0 11,765
JPMORGAN CHASE & CO COM 46625H100   6,059,263 38,265 SH   SOLE   0 0 38,265
L3HARRIS TECHNOLOGIES INC COM 502431109   441,194 2,069 SH   SOLE   0 0 2,069
LOCKHEED MARTIN CORP COM 539830109   6,123,714 17,230 SH   SOLE   0 0 17,230
LUMENTUM HLDGS INC COM 55024U109   1,320,538 12,485 SH   SOLE   0 0 12,485
MASTERCARD INCORPORATED CL A 57636Q104   828,233 2,305 SH   SOLE   0 0 2,305
MEDTRONIC PLC SHS G5960L103   1,643,303 15,885 SH   SOLE   0 0 15,885
MERCK & CO INC COM 58933Y105   2,045,905 26,695 SH   SOLE   0 0 26,695
MICROSOFT CORP COM 594918104   5,732,911 17,046 SH   SOLE   0 0 17,046
NETFLIX INC COM 64110L106   2,139,264 3,551 SH   SOLE   0 0 3,551
NORFOLK SOUTHN CORP COM 655844108   1,423,054 4,780 SH   SOLE   0 0 4,780
NORTHROP GRUMMAN CORP COM 666807102   3,112,043 8,040 SH   SOLE   0 0 8,040
NVIDIA CORPORATION COM 67066G104   12,793,785 43,500 SH   SOLE   0 0 43,500
ORACLE CORP COM 68389X105   242,880 2,785 SH   SOLE   0 0 2,785
OTIS WORLDWIDE CORP COM 68902V107   594,253 6,825 SH   SOLE   0 0 6,825
PAYCHEX INC COM 704326107   614,250 4,500 SH   SOLE   0 0 4,500
PFIZER INC COM 717081103   4,566,632 77,335 SH   SOLE   0 0 77,335
QUEST DIAGNOSTICS INC COM 74834L100   1,372,834 7,935 SH   SOLE   0 0 7,935
RAYTHEON TECHNOLOGIES CORP COM 75513E101   2,211,398 25,696 SH   SOLE   0 0 25,696
SEMPRA COM 816851109   3,439,280 26,000 SH   SOLE   0 0 26,000
SPLUNK INC COM 848637104   1,030,949 8,909 SH   SOLE   0 0 8,909
STANLEY BLACK & DECKER INC COM 854502101   1,209,997 6,415 SH   SOLE   0 0 6,415
TESLA INC COM 88160R101   211,356 200 SH   SOLE   0 0 200
UNION PAC CORP COM 907818108   9,543,108 37,880 SH   SOLE   0 0 37,880
UNITED PARCEL SERVICE INC CL B 911312106   2,067,309 9,645 SH   SOLE   0 0 9,645
VERIZON COMMUNICATIONS INC COM 92343V104   1,869,521 35,980 SH   SOLE   0 0 35,980
VICARIOUS SURGICAL INC COM CL A 92561V109   592,968 55,835 SH   SOLE   0 0 55,835
WESTROCK CO COM 96145D105   2,071,612 46,700 SH   SOLE   0 0 46,700
WEYERHAEUSER CO MTN BE COM NEW 962166104   2,742,588 66,600 SH   SOLE   0 0 66,600
XILINX INC COM 983919101   1,372,894 6,475 SH   SOLE   0 0 6,475