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   27,487,875 241,843 SH   SOLE   241,843 0 0
ABBVIE INC COM 00287Y109   33,866,230 185,976 SH   SOLE   185,976 0 0
ADOBE INC COM 00724F101   682,219 1,352 SH   SOLE   1,352 0 0
ADT INC DEL COM 00090Q103   93,925 13,977 SH   SOLE   13,977 0 0
AEROVIRONMENT INC COM 008073108   228,387 1,490 SH   SOLE   1,490 0 0
AIRBNB INC COM CL A 009066101   374,459 2,270 SH   SOLE   2,270 0 0
ALPHABET INC CAP STK CL A 02079K305   46,280,873 306,638 SH   SOLE   306,638 0 0
AMAZON COM INC COM 023135106   44,233,325 245,223 SH   SOLE   245,223 0 0
AMETEK INC COM 031100100   9,490,681 51,890 SH   SOLE   51,890 0 0
AMGEN INC COM 031162100   29,717,411 104,521 SH   SOLE   104,521 0 0
ANALOG DEVICES INC COM 032654105   461,048 2,331 SH   SOLE   2,331 0 0
APPLE INC COM 037833100   8,502,150 49,581 SH   SOLE   49,581 0 0
APTARGROUP INC COM 038336103   18,120,787 125,935 SH   SOLE   125,935 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,802,349 4,286 SH   SOLE   4,286 0 0
BOX INC CL A 10316T104   10,269,767 362,633 SH   SOLE   362,633 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   351,682 6,485 SH   SOLE   6,485 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   7,001,277 24,090 SH   SOLE   24,090 0 0
CHEVRON CORP NEW COM 166764100   613,766 3,891 SH   SOLE   3,891 0 0
CISCO SYS INC COM 17275R102   17,493,255 350,496 SH   SOLE   350,496 0 0
COCA COLA CO COM 191216100   528,595 8,640 SH   SOLE   8,640 0 0
CONOCOPHILLIPS COM 20825C104   224,013 1,760 SH   SOLE   1,760 0 0
CONSOLIDATED EDISON INC COM 209115104   680,621 7,495 SH   SOLE   7,495 0 0
CONSTELLATION BRANDS INC CL A 21036P108   12,988,226 47,793 SH   SOLE   47,793 0 0
CORNING INC COM 219350105   19,194,223 582,349 SH   SOLE   582,349 0 0
COSTCO WHSL CORP NEW COM 22160K105   323,822 442 SH   SOLE   442 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   2,240,924 6,990 SH   SOLE   6,990 0 0
CROWN CASTLE INC COM 22822V101   8,665,784 81,884 SH   SOLE   81,884 0 0
DISNEY WALT CO COM 254687106   24,841,527 203,020 SH   SOLE   203,020 0 0
DOVER CORP COM 260003108   237,435 1,340 SH   SOLE   1,340 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   2,958,069 30,587 SH   SOLE   30,587 0 0
EMERSON ELEC CO COM 291011104   406,384 3,583 SH   SOLE   3,583 0 0
EXXON MOBIL CORP COM 30231G102   656,988 5,652 SH   SOLE   5,652 0 0
FIRST SOLAR INC COM 336433107   273,456 1,620 SH   SOLE   1,620 0 0
FISERV INC COM 337738108   19,669,527 123,073 SH   SOLE   123,073 0 0
GALLAGHER ARTHUR J & CO COM 363576109   31,849,595 127,378 SH   SOLE   127,378 0 0
GILEAD SCIENCES INC COM 375558103   2,900,261 39,594 SH   SOLE   39,594 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   7,304,421 389,569 SH   SOLE   389,569 0 0
HOME DEPOT INC COM 437076102   19,523,322 50,895 SH   SOLE   50,895 0 0
ILLINOIS TOOL WKS INC COM 452308109   1,305,425 4,865 SH   SOLE   4,865 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   5,111,545 12,808 SH   SOLE   12,808 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   1,626,067 22,790 SH   SOLE   22,790 0 0
ISHARES TR MSCI INDIA ETF 46429B598   7,750,469 150,232 SH   SOLE   150,232 0 0
ISHARES TR RUSSELL 3000 ETF 464287689   577,354 1,924 SH   SOLE   1,924 0 0
ISHARES TR PFD AND INCM SEC 464288687   655,687 20,344 SH   SOLE   20,344 0 0
JOHNSON & JOHNSON COM 478160104   22,542,075 142,500 SH   SOLE   142,500 0 0
KIMBERLY-CLARK CORP COM 494368103   18,243,653 141,041 SH   SOLE   141,041 0 0
KINDER MORGAN INC DEL COM 49456B101   6,330,876 345,195 SH   SOLE   345,195 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   940,292 17,090 SH   SOLE   17,090 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504   474,955 6,497 SH   SOLE   6,497 0 0
LOCKHEED MARTIN CORP COM 539830109   700,500 1,540 SH   SOLE   1,540 0 0
MERCK & CO INC COM 58933Y105   603,407 4,573 SH   SOLE   4,573 0 0
META PLATFORMS INC CL A 30303M102   13,057,246 26,890 SH   SOLE   26,890 0 0
MICROSOFT CORP COM 594918104   59,653,889 141,790 SH   SOLE   141,790 0 0
NVIDIA CORPORATION COM 67066G104   1,452,924 1,608 SH   SOLE   1,608 0 0
OMNIAB INC COM 68218J103   932,327 172,016 SH   SOLE   172,016 0 0
ORIGIN BANCORP INC COM 68621T102   765,880 24,516 SH   SOLE   24,516 0 0
PAYCHEX INC COM 704326107   201,392 1,640 SH   SOLE   1,640 0 0
PEPSICO INC COM 713448108   25,642,640 146,521 SH   SOLE   146,521 0 0
PROCTER AND GAMBLE CO COM 742718109   3,330,993 20,530 SH   SOLE   20,530 0 0
RELIANCE INC COM 759509102   26,273,566 78,621 SH   SOLE   78,621 0 0
ROBERT HALF INC. COM 770323103   17,626,481 222,332 SH   SOLE   222,332 0 0
SALESFORCE INC COM 79466L302   15,546,610 51,619 SH   SOLE   51,619 0 0
SCHWAB CHARLES CORP COM 808513105   17,428,587 240,926 SH   SOLE   240,926 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   1,095,122 7,413 SH   SOLE   7,413 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   627,911 4,985 SH   SOLE   4,985 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   1,323,556 6,355 SH   SOLE   6,355 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   11,533,129 175,676 SH   SOLE   175,676 0 0
SERVICENOW INC COM 81762P102   13,788,766 18,086 SH   SOLE   18,086 0 0
SHAKE SHACK INC CL A 819047101   24,513,421 235,638 SH   SOLE   235,638 0 0
SHOPIFY INC CL A 82509L107   24,332,087 315,305 SH   SOLE   315,305 0 0
SIMPSON MFG INC COM 829073105   27,584,604 134,441 SH   SOLE   134,441 0 0
SMUCKER J M CO COM NEW 832696405   10,468,608 83,170 SH   SOLE   83,170 0 0
SOUTHERN CO COM 842587107   5,442,986 75,871 SH   SOLE   75,871 0 0
SPDR GOLD TR GOLD SHS 78463V107   341,495 1,660 SH   SOLE   1,660 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   16,952,176 32,409 SH   SOLE   32,409 0 0
STARBUCKS CORP COM 855244109   15,874,443 173,700 SH   SOLE   173,700 0 0
SUNOPTA INC COM 8676EP108   133,415 19,420 SH   SOLE   19,420 0 0
TARGA RES CORP COM 87612G101   338,546 3,023 SH   SOLE   3,023 0 0
TESLA INC COM 88160R101   458,460 2,608 SH   SOLE   2,608 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   29,445,261 50,662 SH   SOLE   50,662 0 0
TRIMBLE INC COM 896239100   17,155,287 266,552 SH   SOLE   266,552 0 0
UBER TECHNOLOGIES INC COM 90353T100   24,677,220 320,525 SH   SOLE   320,525 0 0
UNITEDHEALTH GROUP INC COM 91324P102   356,184 720 SH   SOLE   720 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   953,919 3,670 SH   SOLE   3,670 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   1,548,820 23,000 SH   SOLE   23,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   13,789,219 328,628 SH   SOLE   328,628 0 0
VIKING THERAPEUTICS INC COM 92686J106   2,783,900 33,950 SH   SOLE   33,950 0 0
VISA INC COM CL A 92826C839   42,602,399 152,653 SH   SOLE   152,653 0 0
WISDOMTREE TR JP SMALLCP DIV 97717W836   499,513 6,462 SH   SOLE   6,462 0 0
WORKDAY INC CL A 98138H101   25,020,721 91,735 SH   SOLE   91,735 0 0