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   1,604,962 13,560 SH   SOLE   0 0 13,560
ABBVIE INC COM 00287Y109   2,862,863 17,660 SH   SOLE   0 0 17,660
ADOBE SYSTEMS INCORPORATED COM 00724F101   592,762 1,301 SH   SOLE   0 0 1,301
ADVANCED MICRO DEVICES INC COM 007903107   6,015,340 55,015 SH   SOLE   0 0 55,015
ALPHABET INC CAP STK CL A 02079K305   1,613,183 580 SH   SOLE   0 0 580
AMAZON COM INC COM 023135106   391,194 120 SH   SOLE   0 0 120
AMERICAN TOWER CORP NEW COM 03027X100   1,440,244 5,733 SH   SOLE   0 0 5,733
APPLE INC COM 037833100   3,234,650 18,525 SH   SOLE   0 0 18,525
AUTOMATIC DATA PROCESSING IN COM 053015103   2,829,460 12,435 SH   SOLE   0 0 12,435
BECTON DICKINSON & CO COM 075887109   1,250,200 4,821 SH   SOLE   0 0 4,821
BLACKSTONE INC COM 09260D107   5,231,451 41,212 SH   SOLE   0 0 41,212
BLOCK INC CL A 852234103   845,466 6,235 SH   SOLE   0 0 6,235
CARRIER GLOBAL CORPORATION COM 14448C104   588,971 12,840 SH   SOLE   0 0 12,840
CATERPILLAR INC COM 149123101   885,710 3,975 SH   SOLE   0 0 3,975
CORNING INC COM 219350105   2,598,649 70,405 SH   SOLE   0 0 70,405
COSTCO WHSL CORP NEW COM 22160K105   2,275,759 3,952 SH   SOLE   0 0 3,952
CSX CORP COM 126408103   1,011,150 27,000 SH   SOLE   0 0 27,000
DOCUSIGN INC COM 256163106   1,692,710 15,802 SH   SOLE   0 0 15,802
DROPBOX INC CL A 26210C104   723,075 31,100 SH   SOLE   0 0 31,100
EXPEDIA GROUP INC COM NEW 30212P303   948,021 4,845 SH   SOLE   0 0 4,845
FISKER INC CL A COM STK 33813J106   992,526 76,940 SH   SOLE   0 0 76,940
GENERAL DYNAMICS CORP COM 369550108   1,292,725 5,360 SH   SOLE   0 0 5,360
HONEYWELL INTL INC COM 438516106   2,510,666 12,903 SH   SOLE   0 0 12,903
HUBBELL INC COM 443510607   5,228,257 28,450 SH   SOLE   0 0 28,450
HUNTINGTON INGALLS INDS INC COM 446413106   483,642 2,425 SH   SOLE   0 0 2,425
IRON MTN INC NEW COM 46284V101   2,927,864 52,840 SH   SOLE   0 0 52,840
JOHNSON & JOHNSON COM 478160104   2,057,109 11,607 SH   SOLE   0 0 11,607
JPMORGAN CHASE & CO COM 46625H100   5,216,285 38,265 SH   SOLE   0 0 38,265
L3HARRIS TECHNOLOGIES INC COM 502431109   514,084 2,069 SH   SOLE   0 0 2,069
LOCKHEED MARTIN CORP COM 539830109   7,274,272 16,480 SH   SOLE   0 0 16,480
LUMENTUM HLDGS INC COM 55024U109   1,189,451 12,187 SH   SOLE   0 0 12,187
MASTERCARD INCORPORATED CL A 57636Q104   767,652 2,148 SH   SOLE   0 0 2,148
MEDTRONIC PLC SHS G5960L103   1,762,441 15,885 SH   SOLE   0 0 15,885
MERCK & CO INC COM 58933Y105   2,190,325 26,695 SH   SOLE   0 0 26,695
MICROSOFT CORP COM 594918104   5,190,707 16,836 SH   SOLE   0 0 16,836
NETFLIX INC COM 64110L106   1,335,413 3,565 SH   SOLE   0 0 3,565
NORFOLK SOUTHN CORP COM 655844108   1,313,438 4,605 SH   SOLE   0 0 4,605
NORTHROP GRUMMAN CORP COM 666807102   3,506,205 7,840 SH   SOLE   0 0 7,840
NVIDIA CORPORATION COM 67066G104   11,656,579 42,720 SH   SOLE   0 0 42,720
ORACLE CORP COM 68389X105   231,644 2,800 SH   SOLE   0 0 2,800
OTIS WORLDWIDE CORP COM 68902V107   525,184 6,825 SH   SOLE   0 0 6,825
PAYCHEX INC COM 704326107   614,115 4,500 SH   SOLE   0 0 4,500
PFIZER INC COM 717081103   4,009,328 77,445 SH   SOLE   0 0 77,445
QUEST DIAGNOSTICS INC COM 74834L100   1,052,453 7,690 SH   SOLE   0 0 7,690
RAYTHEON TECHNOLOGIES CORP COM 75513E101   2,517,765 25,414 SH   SOLE   0 0 25,414
SEMPRA COM 816851109   4,371,120 26,000 SH   SOLE   0 0 26,000
SPLUNK INC COM 848637104   1,325,155 8,917 SH   SOLE   0 0 8,917
STANLEY BLACK & DECKER INC COM 854502101   896,753 6,415 SH   SOLE   0 0 6,415
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   291,928 2,800 SH   SOLE   0 0 2,800
TESLA INC COM 88160R101   215,520 200 SH   SOLE   0 0 200
UNION PAC CORP COM 907818108   10,294,553 37,680 SH   SOLE   0 0 37,680
UNITED PARCEL SERVICE INC CL B 911312106   2,004,129 9,345 SH   SOLE   0 0 9,345
VERIZON COMMUNICATIONS INC COM 92343V104   1,838,425 36,090 SH   SOLE   0 0 36,090
VICARIOUS SURGICAL INC COM CL A 92561V109   291,633 57,635 SH   SOLE   0 0 57,635
WESTROCK CO COM 96145D105   2,196,301 46,700 SH   SOLE   0 0 46,700
WEYERHAEUSER CO MTN BE COM NEW 962166104   2,524,140 66,600 SH   SOLE   0 0 66,600