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
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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 2,347,353 24,317 SH   SOLE   24,317 0 24,317
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 1,148,507 7,705 SH   SOLE   7,705 0 7,705
ADOBE INC COM 00724F101 BBG001S5NCQ5 3,828,839 7,519 SH   SOLE   7,519 0 7,519
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 3,997,950 39,121 SH   SOLE   39,121 0 39,121
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 468,973 4,194 SH   SOLE   4,194 0 4,194
AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 906,880 3,200 SH   SOLE   3,200 0 3,200
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3,936,269 30,261 SH   SOLE   30,261 0 30,261
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 8,588,050 65,135 SH   SOLE   65,135 0 65,135
AMAZON COM INC COM 023135106 BBG001S5PQL7 8,296,360 65,436 SH   SOLE   65,436 0 65,436
AMGEN INC COM 031162100 BBG001S5NNL6 997,637 3,737 SH   SOLE   3,737 0 3,737
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 5,444,599 31,116 SH   SOLE   31,116 0 31,116
APPLE INC COM 037833100 BBG001S5N8V8 21,132,622 123,506 SH   SOLE   123,506 0 123,506
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 3,283,065 23,778 SH   SOLE   23,778 0 23,778
APTIV PLC SHS G6095L109 BBG001TRL2T7 374,642 3,800 SH   SOLE   3,800 0 3,800
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 1,349,797 2,298 SH   SOLE   2,298 0 2,298
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 557,648 20,577 SH   SOLE   20,577 0 20,577
BECTON DICKINSON & CO COM 075887109 BBG001S5P374 1,163,385 4,500 SH   SOLE   4,500 0 4,500
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 7,820,798 22,377 SH   SOLE   22,377 0 22,377
BLACKROCK INC COM 09247X101 BBG001SDBP55 1,425,510 2,205 SH   SOLE   2,205 0 2,205
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 1,163,644 20,069 SH   SOLE   20,069 0 20,069
BROADCOM INC COM 11135F101 BBG00KHY5SY8 3,574,816 4,304 SH   SOLE   4,304 0 4,304
CANADIAN NATL RY CO COM 136375102 BBG001S8WVQ7 947,346 8,745 SH   SOLE   8,745 0 8,745
CATERPILLAR INC COM 149123101 BBG001S5PJ06 610,155 2,235 SH   SOLE   2,235 0 2,235
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 2,247,031 13,326 SH   SOLE   13,326 0 13,326
CISCO SYS INC COM 17275R102 BBG001S6HC62 405,888 7,550 SH   SOLE   7,550 0 7,550
COCA COLA CO COM 191216100 BBG001S5SMQ8 2,312,646 41,412 SH   SOLE   41,412 0 41,412
COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 2,553,773 35,958 SH   SOLE   35,958 0 35,958
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 254,866 5,748 SH   SOLE   5,748 0 5,748
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 3,636,242 14,478 SH   SOLE   14,478 0 14,478
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 6,442,804 11,440 SH   SOLE   11,440 0 11,440
COTERRA ENERGY INC COM 127097103 BBG001S6H6Y4 380,593 14,340 SH   SOLE   14,340 0 14,340
CROWN CASTLE INC COM 22822V101 BBG001S7W5T3 859,468 9,339 SH   SOLE   9,339 0 9,339
CUMMINS INC COM 231021106 BBG001S5Q9M3 656,137 2,872 SH   SOLE   2,872 0 2,872
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 4,136,075 16,671 SH   SOLE   16,671 0 16,671
DEERE & CO COM 244199105 BBG001S5QFF7 2,445,096 6,499 SH   SOLE   6,499 0 6,499
DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 218,227 4,575 SH   SOLE   4,575 0 4,575
DIAGEO PLC SPON ADR NEW 25243Q205 BBG001S7V596 4,217,169 28,309 SH   SOLE   28,309 0 28,309
DISNEY WALT CO COM 254687106 BBG001S5QHF3 562,082 6,935 SH   SOLE   6,935 0 6,935
DOLLAR GEN CORP NEW COM 256677105 BBG001T5BM30 296,769 2,805 SH   SOLE   2,805 0 2,805
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 280,225 3,175 SH   SOLE   3,175 0 3,175
ELI LILLY & CO COM 532457108 BBG001S5STL8 11,652,498 21,694 SH   SOLE   21,694 0 21,694
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 1,365,983 14,145 SH   SOLE   14,145 0 14,145
EQUINIX INC COM 29444U700 BBG001SKBNS9 235,308 324 SH   SOLE   324 0 324
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 223,990 1,905 SH   SOLE   1,905 0 1,905
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 402,732 10,800 SH   SOLE   10,800 0 10,800
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 1,980,572 6,121 SH   SOLE   6,121 0 6,121
HERSHEY CO COM 427866108 BBG001S5S148 290,116 1,450 SH   SOLE   1,450 0 1,450
HOME DEPOT INC COM 437076102 BBG001S5RTW7 5,628,032 18,657 SH   SOLE   18,657 0 18,657
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 4,697,569 25,523 SH   SOLE   25,523 0 25,523
HUMANA INC COM 444859102 BBG001S5S1X6 870,871 1,790 SH   SOLE   1,790 0 1,790
INTEL CORP COM 458140100 BBG001S5SF65 778,012 21,885 SH   SOLE   21,885 0 21,885
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 1,504,734 4,200 SH   SOLE   4,200 0 4,200
ISHARES TR U.S. MED DVC ETF 464288810 BBG001SQZT52 2,028,512 41,825 SH   SOLE   41,825 0 41,825
ISHARES TR US AER DEF ETF 464288760 BBG001SC08P5 1,008,834 9,815 SH   SOLE   9,815 0 9,815
ISHARES TR US OIL GS EX ETF 464288851 BBG001SJTHR7 797,600 8,437 SH   SOLE   8,437 0 8,437
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 5,888,284 37,906 SH   SOLE   37,906 0 37,906
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 8,987,179 62,107 SH   SOLE   62,107 0 62,107
KEYSIGHT TECHNOLOGIES INC COM 49338L103 BBG0059FN820 235,644 1,781 SH   SOLE   1,781 0 1,781
KLA CORP COM NEW 482480100 BBG001S5SLM4 817,332 1,782 SH   SOLE   1,782 0 1,782
LINDE PLC SHS G54950103 BBG01FND0CH6 4,042,232 10,894 SH   SOLE   10,894 0 10,894
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 4,245,414 10,381 SH   SOLE   10,381 0 10,381
LOWES COS INC COM 548661107 BBG001S5SVL3 4,079,899 19,630 SH   SOLE   19,630 0 19,630
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 8,011,635 20,236 SH   SOLE   20,236 0 20,236
MCDONALDS CORP COM 580135101 BBG001S5T110 2,046,929 7,770 SH   SOLE   7,770 0 7,770
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 1,816,306 23,179 SH   SOLE   23,179 0 23,179
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 4,801,462 3,797 SH   SOLE   3,797 0 3,797
MERCK & CO INC COM 58933Y105 BBG001S5TC52 4,262,542 41,584 SH   SOLE   41,584 0 41,584
MICROSOFT CORP COM 594918104 BBG001S5TD05 15,798,551 50,231 SH   SOLE   50,231 0 50,231
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 1,654,149 23,960 SH   SOLE   23,960 0 23,960
MSCI INC COM 55354G100 BBG001SV8B05 730,113 1,423 SH   SOLE   1,423 0 1,423
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 1,119,447 19,540 SH   SOLE   19,540 0 19,540
NIKE INC CL B 654106103 BBG001S6NTK2 1,685,781 17,630 SH   SOLE   17,630 0 17,630
NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 236,316 1,200 SH   SOLE   1,200 0 1,200
NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 857,967 8,423 SH   SOLE   8,423 0 8,423
NOVO-NORDISK A S ADR 670100205 BBG001S5TSK0 1,524,154 16,760 SH   SOLE   16,760 0 16,760
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 10,086,548 23,193 SH   SOLE   23,193 0 23,193
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 2,371,595 10,116 SH   SOLE   10,116 0 10,116
PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 1,153,758 2,962 SH   SOLE   2,962 0 2,962
PEPSICO INC COM 713448108 BBG001S695T1 10,000,518 59,164 SH   SOLE   59,164 0 59,164
PFIZER INC COM 717081103 BBG001S5V466 439,171 13,440 SH   SOLE   13,440 0 13,440
PIONEER NAT RES CO COM 723787107 BBG001S7V1J4 634,247 2,763 SH   SOLE   2,763 0 2,763
PRICE T ROWE GROUP INC COM 74144T108 BBG001S5WW18 280,527 2,675 SH   SOLE   2,675 0 2,675
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 4,089,477 28,129 SH   SOLE   28,129 0 28,129
QUALCOMM INC COM 747525103 BBG001S6VS70 3,546,479 31,973 SH   SOLE   31,973 0 31,973
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 2,613,591 36,417 SH   SOLE   36,417 0 36,417
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 1,867,611 5,131 SH   SOLE   5,131 0 5,131
SANOFI SPONSORED ADR 80105N105 BBG001S5W768 569,925 10,625 SH   SOLE   10,625 0 10,625
SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 1,464,434 14,445 SH   SOLE   14,445 0 14,445
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 362,285 2,249 SH   SOLE   2,249 0 2,249
SKYWORKS SOLUTIONS INC COM 83088M102 BBG001SCYWS2 204,180 2,071 SH   SOLE   2,071 0 2,071
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 282,892 1,650 SH   SOLE   1,650 0 1,650
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 641,647 1,605 SH   SOLE   1,605 0 1,605
SPDR SER TR AEROSPACE DEF 78464A631 BBG0024LG8W4 252,225 2,395 SH   SOLE   2,395 0 2,395
STARBUCKS CORP COM 855244109 BBG001S72KH6 880,573 9,648 SH   SOLE   9,648 0 9,648
SYNOPSYS INC COM 871607107 BBG001S5VTR8 1,029,011 2,242 SH   SOLE   2,242 0 2,242
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 1,920,490 22,100 SH   SOLE   22,100 0 22,100
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 1,619,835 10,187 SH   SOLE   10,187 0 10,187
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 1,337,807 2,643 SH   SOLE   2,643 0 2,643
TJX COS INC NEW COM 872540109 BBG001S5WQ93 377,740 4,250 SH   SOLE   4,250 0 4,250
TRACTOR SUPPLY CO COM 892356106 BBG001S7K017 304,575 1,500 SH   SOLE   1,500 0 1,500
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 642,210 3,165 SH   SOLE   3,165 0 3,165
UNION PAC CORP COM 907818108 BBG001S5X2M0 4,813,561 23,679 SH   SOLE   23,679 0 23,679
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 2,386,681 15,312 SH   SOLE   15,312 0 15,312
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 4,939,045 9,840 SH   SOLE   9,840 0 9,840
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 279,536 8,625 SH   SOLE   8,625 0 8,625
VISA INC COM CL A 92826C839 BBG001SRCFY3 6,871,549 29,925 SH   SOLE   29,925 0 29,925
WALMART INC COM 931142103 BBG001S5XH92 282,276 1,765 SH   SOLE   1,765 0 1,765
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 648,785 4,306 SH   SOLE   4,306 0 4,306
WORKDAY INC CL A 98138H101 BBG001T21KQ7 1,201,011 5,590 SH   SOLE   5,590 0 5,590
XYLEM INC COM 98419M100 BBG001V05C73 1,051,975 11,556 SH   SOLE   11,556 0 11,556
YUM BRANDS INC COM 988498101 BBG001S7JQ30 1,840,991 14,735 SH   SOLE   14,735 0 14,735
ZOETIS INC CL A 98978V103 BBG0039320P7 4,119,672 23,689 SH   SOLE   23,689 0 23,689