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   4,073,758 37,105 SH   SOLE   37,105 0 0
ABBVIE INC COM 00287Y109   3,525,522 21,815 SH   SOLE   21,815 0 0
ACTIVISION BLIZZARD INC COM 00507V109   1,789,739 23,380 SH   SOLE   23,380 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   2,660,270 7,905 SH   SOLE   7,905 0 0
ADVANCED MICRO DEVICES INC COM 007903107   2,399,275 37,043 SH   SOLE   37,043 0 0
ALPHABET INC CAP STK CL C 02079K107   1,791,459 20,190 SH   SOLE   20,190 0 0
ALPHABET INC CAP STK CL A 02079K305   17,949,423 203,439 SH   SOLE   203,439 0 0
AMAZON COM INC COM 023135106   13,800,276 164,289 SH   SOLE   164,289 0 0
AMETEK INC COM 031100100   6,761,610 48,394 SH   SOLE   48,394 0 0
AMGEN INC COM 031162100   404,466 1,540 SH   SOLE   1,540 0 0
AMPHENOL CORP NEW CL A 032095101   3,353,434 44,043 SH   SOLE   44,043 0 0
APPLE INC COM 037833100   29,437,388 226,563 SH   SOLE   226,563 0 0
APPLIED MATLS INC COM 038222105   3,333,512 34,232 SH   SOLE   34,232 0 0
AUTODESK INC COM 052769106   1,010,219 5,406 SH   SOLE   5,406 0 0
BECTON DICKINSON & CO COM 075887109   2,080,683 8,182 SH   SOLE   8,182 0 0
BHP GROUP LTD SPONSORED ADS 088606108   3,994,779 64,380 SH   SOLE   64,380 0 0
BOEING CO COM 097023105   5,883,474 30,886 SH   SOLE   30,886 0 0
BOOKING HOLDINGS INC COM 09857L108   1,642,453 815 SH   SOLE   815 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   2,029,134 28,202 SH   SOLE   28,202 0 0
CSX CORP COM 126408103   2,076,218 67,018 SH   SOLE   67,018 0 0
CANADIAN NATL RY CO COM 136375102   2,713,793 22,828 SH   SOLE   22,828 0 0
CHEVRON CORP NEW COM 166764100   10,391,574 57,895 SH   SOLE   57,895 0 0
CISCO SYS INC COM 17275R102   3,006,560 63,110 SH   SOLE   63,110 0 0
COSTCO WHSL CORP NEW COM 22160K105   7,483,861 16,394 SH   SOLE   16,394 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   1,558,608 14,803 SH   SOLE   14,803 0 0
DANAHER CORPORATION COM 235851102   2,809,471 10,585 SH   SOLE   10,585 0 0
DISNEY WALT CO COM 254687106   1,775,306 20,434 SH   SOLE   20,434 0 0
EOG RES INC COM 26875P101   6,224,990 48,062 SH   SOLE   48,062 0 0
EXXON MOBIL CORP COM 30231G102   578,744 5,247 SH   SOLE   5,247 0 0
META PLATFORMS INC CL A 30303M102   5,310,243 44,127 SH   SOLE   44,127 0 0
FARFETCH LTD ORD SH CL A 30744W107   56,760 12,000 SH   SOLE   12,000 0 0
FASTENAL CO COM 311900104   4,864,165 102,793 SH   SOLE   102,793 0 0
GENERAL ELECTRIC CO COM NEW 369604301   4,460,561 53,235 SH   SOLE   53,235 0 0
GOLDMAN SACHS ETF TR ACCES TREASURY 381430529   10,453,297 104,837 SH   SOLE   104,837 0 0
HOME DEPOT INC COM 437076102   8,641,930 27,360 SH   SOLE   27,360 0 0
HONEYWELL INTL INC COM 438516106   4,328,217 20,197 SH   SOLE   20,197 0 0
HUDSON TECHNOLOGIES INC COM 444144109   135,122 13,352 SH   SOLE   13,352 0 0
INTUIT COM 461202103   1,667,808 4,285 SH   SOLE   4,285 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   3,090,797 11,648 SH   SOLE   11,648 0 0
ISHARES TR RUS 1000 VAL ETF 464287598   343,942 2,268 SH   SOLE   2,268 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   561,952 2,623 SH   SOLE   2,623 0 0
ISHARES TR RUS 1000 ETF 464287622   775,556 3,684 SH   SOLE   3,684 0 0
ISHARES TR CORE S&P SCP ETF 464287804   248,335 2,624 SH   SOLE   2,624 0 0
ISHARES TR MSCI ACWI EX US 464288240   819,000 18,000 SH   SOLE   18,000 0 0
ISHARES TR SHORT TREAS BD 464288679   1,479,413 13,459 SH   SOLE   13,459 0 0
JOHNSON & JOHNSON COM 478160104   6,603,000 37,379 SH   SOLE   37,379 0 0
LILLY ELI & CO COM 532457108   4,139,845 11,316 SH   SOLE   11,316 0 0
LOCKHEED MARTIN CORP COM 539830109   4,839,116 9,947 SH   SOLE   9,947 0 0
MARRIOTT INTL INC NEW CL A 571903202   2,470,978 16,596 SH   SOLE   16,596 0 0
MASTERCARD INCORPORATED CL A 57636Q104   4,649,150 13,370 SH   SOLE   13,370 0 0
MERCADOLIBRE INC COM 58733R102   1,924,350 2,274 SH   SOLE   2,274 0 0
MERCK & CO INC COM 58933Y105   4,331,599 39,041 SH   SOLE   39,041 0 0
MICROSOFT CORP COM 594918104   30,574,299 127,489 SH   SOLE   127,488 0 0
MICRON TECHNOLOGY INC COM 595112103   3,801,129 76,053 SH   SOLE   76,053 0 0
NETFLIX INC COM 64110L106   2,356,091 7,990 SH   SOLE   7,990 0 0
NIKE INC CL B 654106103   2,019,125 17,256 SH   SOLE   17,256 0 0
NVIDIA CORPORATION COM 67066G104   6,298,634 43,100 SH   SOLE   43,100 0 0
PAYPAL HLDGS INC COM 70450Y103   1,857,560 26,082 SH   SOLE   26,082 0 0
PFIZER INC COM 717081103   3,666,529 71,556 SH   SOLE   71,556 0 0
PROCTER AND GAMBLE CO COM 742718109   5,303,539 34,993 SH   SOLE   34,993 0 0
QUALCOMM INC COM 747525103   1,609,741 14,642 SH   SOLE   14,642 0 0
SPDR SER TR S&P BIOTECH 78464A870   4,535,203 54,641 SH   SOLE   54,641 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   12,356,591 135,089 SH   SOLE   135,089 0 0
SALESFORCE INC COM 79466L302   2,775,506 20,933 SH   SOLE   20,933 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   7,245,603 53,335 SH   SOLE   53,335 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   6,281,012 48,630 SH   SOLE   48,629 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   51,060,634 1,493,001 SH   SOLE   1,493,001 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   19,843,920 159,466 SH   SOLE   159,465 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   6,725,404 140,142 SH   SOLE   140,141 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   4,518,768 64,096 SH   SOLE   64,096 0 0
SERVICENOW INC COM 81762P102   2,555,981 6,583 SH   SOLE   6,583 0 0
STARBUCKS CORP COM 855244109   1,784,509 17,989 SH   SOLE   17,989 0 0
SYSCO CORP COM 871829107   1,734,727 22,691 SH   SOLE   22,691 0 0
TJX COS INC NEW COM 872540109   6,968,184 87,540 SH   SOLE   87,540 0 0
TESLA INC COM 88160R101   4,146,116 33,659 SH   SOLE   33,659 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   3,893,378 7,070 SH   SOLE   7,070 0 0
UNITED PARCEL SERVICE INC CL B 911312106   1,551,870 8,927 SH   SOLE   8,927 0 0
UNITEDHEALTH GROUP INC COM 91324P102   16,571,836 31,257 SH   SOLE   31,257 0 0
VALERO ENERGY CORP COM 91913Y100   6,110,592 48,168 SH   SOLE   48,168 0 0
VANGUARD WORLD FD MEGA GRWTH IND 921910816   26,924,087 156,472 SH   SOLE   156,471 0 0
VANGUARD WORLD FD MEGA CAP VAL ETF 921910840   27,359,641 266,015 SH   SOLE   266,014 0 0
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505   7,158,736 33,937 SH   SOLE   33,937 0 0
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703   18,629,939 133,014 SH   SOLE   133,013 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   4,983,220 118,733 SH   SOLE   118,732 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   817,282 16,300 SH   SOLE   16,300 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   1,313,199 33,689 SH   SOLE   33,689 0 0
VANGUARD WORLD FDS FINANCIALS ETF 92204A405   373,360 4,513 SH   SOLE   4,513 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751   7,626,124 41,550 SH   SOLE   41,550 0 0
VISA INC COM CL A 92826C839   5,791,933 27,878 SH   SOLE   27,878 0 0
WEC ENERGY GROUP INC COM 92939U106   4,228,951 45,104 SH   SOLE   45,104 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,061,606 7,726 SH   SOLE   7,726 0 0
LINDE PLC SHS G5494J103   2,165,183 6,638 SH   SOLE   6,638 0 0
MEDTRONIC PLC SHS G5960L103   1,181,111 15,197 SH   SOLE   15,197 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   1,869,587 22,517 SH   SOLE   22,517 0 0