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 BBG001S5N9M6 1,428,368 13,010 SH   SOLE   0 0 13,010
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 2,829,791 17,510 SH   SOLE   0 0 17,510
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 506,478 1,505 SH   SOLE   0 0 1,505
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 3,264,408 50,400 SH   SOLE   0 0 50,400
AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 462,390 1,500 SH   SOLE   0 0 1,500
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 987,735 11,195 SH   SOLE   0 0 11,195
AMAZON COM INC COM 023135106 BBG001S5PQL7 220,080 2,620 SH   SOLE   0 0 2,620
AMBARELLA INC SHS G037AX101 BBG001V1SN18 830,523 10,100 SH   SOLE   0 0 10,100
AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 1,333,235 6,293 SH   SOLE   0 0 6,293
APPLE INC COM 037833100 BBG001S5N8V8 2,234,796 17,200 SH   SOLE   0 0 17,200
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 2,836,463 11,875 SH   SOLE   0 0 11,875
BECTON DICKINSON & CO COM 075887109 BBG001S5P374 911,666 3,585 SH   SOLE   0 0 3,585
BLACKSTONE INC COM 09260D107 BBG001S7H949 3,050,841 41,122 SH   SOLE   0 0 41,122
BLOCK INC CL A 852234103 BBG001TFLWL5 307,602 4,895 SH   SOLE   0 0 4,895
CARRIER GLOBAL CORPORATION COM 14448C104 BBG00RP5HZM1 532,744 12,915 SH   SOLE   0 0 12,915
CATERPILLAR INC COM 149123101 BBG001S5PJ06 952,251 3,975 SH   SOLE   0 0 3,975
CORNING INC COM 219350105 BBG001S5RLH1 2,175,274 68,105 SH   SOLE   0 0 68,105
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1,727,853 3,785 SH   SOLE   0 0 3,785
CSX CORP COM 126408103 BBG001S5Q7Q3 836,460 27,000 SH   SOLE   0 0 27,000
DOCUSIGN INC COM 256163106 BBG001T535D5 802,315 14,477 SH   SOLE   0 0 14,477
EMBECTA CORP COMMON STOCK 29082K105 BBG014L7D4H0 233,300 9,225 SH   SOLE   0 0 9,225
FISKER INC CL A COM STK 33813J106 BBG00LPWLFF2 525,912 72,340 SH   SOLE   0 0 72,340
GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 1,314,983 5,300 SH   SOLE   0 0 5,300
HOME DEPOT INC COM 437076102 BBG001S5RTW7 583,078 1,846 SH   SOLE   0 0 1,846
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 2,765,113 12,903 SH   SOLE   0 0 12,903
HUBBELL INC COM 443510607 BBG001S5S1L9 6,496,881 27,684 SH   SOLE   0 0 27,684
HUNTINGTON INGALLS INDS INC COM 446413106 BBG001V0PDL3 559,399 2,425 SH   SOLE   0 0 2,425
IRON MTN INC DEL COM 46284V101 BBG001SCQ2X1 2,611,642 52,390 SH   SOLE   0 0 52,390
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 2,037,128 11,532 SH   SOLE   0 0 11,532
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 5,131,337 38,265 SH   SOLE   0 0 38,265
L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 430,786 2,069 SH   SOLE   0 0 2,069
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 7,774,110 15,980 SH   SOLE   0 0 15,980
LUMENTUM HLDGS INC COM 55024U109 BBG0073F9RS8 601,103 11,522 SH   SOLE   0 0 11,522
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 666,946 1,918 SH   SOLE   0 0 1,918
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 1,199,220 15,430 SH   SOLE   0 0 15,430
MERCK & CO INC COM 58933Y105 BBG001S5TC52 2,868,612 25,855 SH   SOLE   0 0 25,855
MICROSOFT CORP COM 594918104 BBG001S5TD05 3,842,156 16,021 SH   SOLE   0 0 16,021
NETFLIX INC COM 64110L106 BBG001SF6L46 1,002,592 3,400 SH   SOLE   0 0 3,400
NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 975,823 3,960 SH   SOLE   0 0 3,960
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 4,015,690 7,360 SH   SOLE   0 0 7,360
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 5,540,167 37,910 SH   SOLE   0 0 37,910
ORACLE CORP COM 68389X105 BBG001S5SJG6 202,715 2,480 SH   SOLE   0 0 2,480
OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60LN7 612,776 7,825 SH   SOLE   0 0 7,825
PAYCHEX INC COM 704326107 BBG001S5V135 520,020 4,500 SH   SOLE   0 0 4,500
PFIZER INC COM 717081103 BBG001S5V466 3,920,372 76,510 SH   SOLE   0 0 76,510
QUEST DIAGNOSTICS INC COM 74834L100 BBG001S9GX43 1,091,951 6,980 SH   SOLE   0 0 6,980
RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 2,485,054 24,624 SH   SOLE   0 0 24,624
SEMPRA COM 816851109 BBG001SBVZ73 4,018,040 26,000 SH   SOLE   0 0 26,000
SPLUNK INC COM 848637104 BBG001TWMNG3 694,058 8,062 SH   SOLE   0 0 8,062
STANLEY BLACK & DECKER INC COM 854502101 BBG001S5WHT1 481,895 6,415 SH   SOLE   0 0 6,415
UNION PAC CORP COM 907818108 BBG001S5X2M0 7,715,428 37,260 SH   SOLE   0 0 37,260
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 1,627,142 9,360 SH   SOLE   0 0 9,360
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 1,483,016 37,640 SH   SOLE   0 0 37,640
VICARIOUS SURGICAL INC COM CL A 92561V109 BBG00VSHDVQ2 100,647 49,825 SH   SOLE   0 0 49,825
WESTROCK CO COM 96145D105 BBG008NXC581 1,641,972 46,700 SH   SOLE   0 0 46,700
WEYERHAEUSER CO MTN BE COM NEW 962166104 BBG001S5XL11 2,049,100 66,100 SH   SOLE   0 0 66,100