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 2,948,862 28,069 SH   SOLE   23,274 0 4,795
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 648,003 3,778 SH   SOLE   2,853 0 925
ADOBE INC COM 00724F101 BBG001S5NCQ5 4,637,648 8,281 SH   SOLE   7,274 0 1,007
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 6,127,483 37,540 SH   SOLE   34,363 0 3,177
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 543,668 4,194 SH   SOLE   0 0 4,194
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 5,249,017 28,187 SH   SOLE   23,137 0 5,050
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 10,690,818 58,146 SH   SOLE   52,086 0 6,060
AMAZON COM INC COM 023135106 BBG001S5PQL7 13,317,630 67,933 SH   SOLE   59,843 0 8,090
AMGEN INC COM 031162100 BBG001S5NNL6 1,231,990 3,818 SH   SOLE   3,718 0 100
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 7,425,070 32,124 SH   SOLE   29,299 0 2,825
ANSYS INC COM 03662Q105 BBG001S926L8 722,410 2,247 SH   SOLE   2,140 0 107
APPLE INC COM 037833100 BBG001S5N8V8 25,259,867 116,986 SH   SOLE   107,946 0 9,040
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 5,741,401 24,096 SH   SOLE   20,376 0 3,720
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 2,341,029 2,217 SH   SOLE   1,807 0 410
ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 253,467 3,125 SH   SOLE   2,925 0 200
AUTOZONE INC COM 053332102 BBG001S6Q5D9 201,559 68 SH   SOLE   23 0 45
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 640,973 15,817 SH   SOLE   11,067 0 4,750
BECTON DICKINSON & CO COM 075887109 BBG001S5P374 1,389,172 5,769 SH   SOLE   5,084 0 685
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 10,670,364 25,616 SH   SOLE   22,596 0 3,020
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 231,030 3,000 SH   SOLE   3,000 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 10,461,633 6,400 SH   SOLE   5,455 0 945
CANADIAN NATL RY CO COM 136375102 BBG001S8WVQ7 1,027,849 8,701 SH   SOLE   7,801 0 900
CATERPILLAR INC COM 149123101 BBG001S5PJ06 882,715 2,550 SH   SOLE   2,150 0 400
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 2,106,039 12,999 SH   SOLE   12,299 0 700
CISCO SYS INC COM 17275R102 BBG001S6HC62 356,563 7,505 SH   SOLE   3,700 0 3,805
COCA COLA CO COM 191216100 BBG001S5SMQ8 2,233,797 34,225 SH   SOLE   29,480 0 4,745
COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 3,312,072 33,981 SH   SOLE   30,236 0 3,745
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 3,746,254 14,246 SH   SOLE   12,726 0 1,520
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 9,958,483 11,501 SH   SOLE   10,104 0 1,397
COTERRA ENERGY INC COM 127097103 BBG001S6H6Y4 331,775 12,090 SH   SOLE   9,020 0 3,070
CUMMINS INC COM 231021106 BBG001S5Q9M3 603,707 2,180 SH   SOLE   2,180 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 4,086,047 16,259 SH   SOLE   14,259 0 2,000
DEERE & CO COM 244199105 BBG001S5QFF7 2,297,875 5,960 SH   SOLE   5,495 0 465
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 284,270 1,330 SH   SOLE   1,330 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 218,000 2,175 SH   SOLE   2,175 0 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 19,760,824 21,476 SH   SOLE   20,059 0 1,417
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 3,059,143 26,950 SH   SOLE   24,065 0 2,885
EQUINIX INC COM 29444U700 BBG001SKBNS9 245,138 324 SH   SOLE   324 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 1,479,983 12,387 SH   SOLE   10,201 0 2,186
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 449,550 9,125 SH   SOLE   5,355 0 3,770
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 2,917,464 6,405 SH   SOLE   5,800 0 605
HOME DEPOT INC COM 437076102 BBG001S5RTW7 6,325,066 17,997 SH   SOLE   16,147 0 1,850
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 5,642,367 25,928 SH   SOLE   23,663 0 2,265
INTEL CORP COM 458140100 BBG001S5SF65 584,094 18,710 SH   SOLE   17,110 0 1,600
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 503,518 2,637 SH   SOLE   2,637 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 2,033,343 3,729 SH   SOLE   3,729 0 0
ISHARES TR U.S. MED DVC ETF 464288810 BBG001SQZT52 2,288,393 39,635 SH   SOLE   39,635 0 0
ISHARES TR US AER DEF ETF 464288760 BBG001SC08P5 1,131,933 8,472 SH   SOLE   7,672 0 800
ISHARES TR US OIL GS EX ETF 464288851 BBG001SJTHR7 873,388 8,606 SH   SOLE   8,056 0 550
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 5,436,421 36,435 SH   SOLE   31,385 0 5,050
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 12,387,009 59,808 SH   SOLE   53,005 0 6,803
KEYSIGHT TECHNOLOGIES INC COM 49338L103 BBG0059FN820 229,877 1,681 SH   SOLE   681 0 1,000
KLA CORP COM NEW 482480100 BBG001S5SLM4 1,375,283 1,668 SH   SOLE   1,298 0 370
LINDE PLC SHS G54950103 BBG01FND0CH6 4,782,151 10,673 SH   SOLE   9,343 0 1,330
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 4,841,959 10,071 SH   SOLE   9,059 0 1,012
LOWES COS INC COM 548661107 BBG001S5SVL3 4,215,195 18,890 SH   SOLE   17,140 0 1,750
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 8,727,909 19,574 SH   SOLE   17,333 0 2,241
MCDONALDS CORP COM 580135101 BBG001S5T110 1,960,484 7,443 SH   SOLE   6,888 0 555
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 1,413,081 17,848 SH   SOLE   15,498 0 2,350
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 6,642,623 4,019 SH   SOLE   3,499 0 520
MERCK & CO INC COM 58933Y105 BBG001S5TC52 5,158,994 41,014 SH   SOLE   37,590 0 3,424
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 4,498,147 8,624 SH   SOLE   7,594 0 1,030
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 218,997 1,665 SH   SOLE   970 0 695
MICROSOFT CORP COM 594918104 BBG001S5TD05 24,578,674 53,558 SH   SOLE   47,274 0 6,284
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 1,257,102 19,210 SH   SOLE   15,160 0 4,050
MOODYS CORP COM 615369105 BBG001S5VP87 227,302 540 SH   SOLE   390 0 150
MSCI INC COM 55354G100 BBG001SV8B05 685,530 1,423 SH   SOLE   1,218 0 205
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 617,322 8,218 SH   SOLE   8,218 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 766,061 10,164 SH   SOLE   7,789 0 2,375
NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 257,628 1,200 SH   SOLE   1,200 0 0
NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 846,996 7,806 SH   SOLE   7,002 0 804
NOVO-NORDISK A S ADR 670100205 BBG001S5TSK0 2,684,511 18,066 SH   SOLE   15,261 0 2,805
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 27,926,217 222,990 SH   SOLE   185,940 0 37,050
ORACLE CORP COM 68389X105 BBG001S5SJG6 235,804 1,330 SH   SOLE   750 0 580
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 3,935,567 11,518 SH   SOLE   9,934 0 1,584
PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 1,620,615 3,199 SH   SOLE   2,999 0 200
PEPSICO INC COM 713448108 BBG001S695T1 9,692,936 57,740 SH   SOLE   50,545 0 7,195
PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 217,672 1,400 SH   SOLE   1,400 0 0
PRICE T ROWE GROUP INC COM 74144T108 BBG001S5WW18 289,313 2,509 SH   SOLE   1,900 0 609
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 4,438,327 26,522 SH   SOLE   24,547 0 1,975
QUALCOMM INC COM 747525103 BBG001S6VS70 6,263,016 31,364 SH   SOLE   25,264 0 6,100
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 3,308,252 32,519 SH   SOLE   28,269 0 4,250
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 2,340,608 5,198 SH   SOLE   4,403 0 795
SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 1,824,760 13,773 SH   SOLE   13,773 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 515,578 479 SH   SOLE   479 0 0
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 347,241 1,615 SH   SOLE   1,615 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1,560,823 2,592 SH   SOLE   2,592 0 0
SPDR SER TR AEROSPACE DEF 78464A631 BBG0024LG8W4 335,252 2,315 SH   SOLE   2,315 0 0
SYNOPSYS INC COM 871607107 BBG001S5VTR8 1,689,375 2,720 SH   SOLE   2,366 0 354
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 3,730,658 21,117 SH   SOLE   18,717 0 2,400
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 2,446,409 12,331 SH   SOLE   10,746 0 1,585
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 1,626,926 2,886 SH   SOLE   2,426 0 460
TJX COS INC NEW COM 872540109 BBG001S5WQ93 429,390 3,900 SH   SOLE   2,200 0 1,700
TRACTOR SUPPLY CO COM 892356106 BBG001S7K017 355,050 1,295 SH   SOLE   1,295 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 1,041,063 3,165 SH   SOLE   2,665 0 500
UNION PAC CORP COM 907818108 BBG001S5X2M0 5,645,359 24,281 SH   SOLE   21,755 0 2,526
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 5,355,887 10,312 SH   SOLE   9,106 0 1,206
VISA INC COM CL A 92826C839 BBG001SRCFY3 7,669,111 28,789 SH   SOLE   25,389 0 3,400
WALMART INC COM 931142103 BBG001S5XH92 352,701 5,109 SH   SOLE   5,109 0 0
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 907,975 4,256 SH   SOLE   1,690 0 2,566
WORKDAY INC CL A 98138H101 BBG001T21KQ7 1,052,297 4,532 SH   SOLE   4,332 0 200
XYLEM INC COM 98419M100 BBG001V05C73 1,283,921 9,166 SH   SOLE   8,516 0 650
YUM BRANDS INC COM 988498101 BBG001S7JQ30 1,834,968 13,853 SH   SOLE   12,953 0 900
ZOETIS INC CL A 98978V103 BBG0039320P7 4,825,476 27,163 SH   SOLE   23,438 0 3,725