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 3,195,778 27,967 SH   SOLE   23,172 0 4,795
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 755,715 4,150 SH   SOLE   3,050 0 1,100
ADOBE INC COM 00724F101 BBG001S5NCQ5 4,220,474 8,297 SH   SOLE   7,290 0 1,007
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 6,997,056 38,461 SH   SOLE   35,284 0 3,177
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 610,269 4,194 SH   SOLE   0 0 4,194
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 4,442,172 28,822 SH   SOLE   23,772 0 5,050
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 9,043,483 59,230 SH   SOLE   53,170 0 6,060
AMAZON COM INC COM 023135106 BBG001S5PQL7 12,274,498 67,368 SH   SOLE   59,373 0 7,995
AMGEN INC COM 031162100 BBG001S5NNL6 1,247,312 4,277 SH   SOLE   4,177 0 100
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 6,572,166 32,833 SH   SOLE   30,008 0 2,825
ANSYS INC COM 03662Q105 BBG001S926L8 778,333 2,242 SH   SOLE   2,135 0 107
APPLE INC COM 037833100 BBG001S5N8V8 20,996,697 119,607 SH   SOLE   110,567 0 9,040
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 5,023,763 24,182 SH   SOLE   20,462 0 3,720
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 2,258,284 2,257 SH   SOLE   1,842 0 415
AUTOZONE INC COM 053332102 BBG001S6Q5D9 245,829 78 SH   SOLE   23 0 55
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 594,093 15,367 SH   SOLE   11,117 0 4,250
BECTON DICKINSON & CO COM 075887109 BBG001S5P374 1,276,595 5,159 SH   SOLE   4,569 0 590
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 10,494,497 24,451 SH   SOLE   21,431 0 3,020
BLACKROCK INC COM 09247X101 BBG001SDBP55 1,834,974 2,201 SH   SOLE   2,026 0 175
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 205,470 3,000 SH   SOLE   3,000 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 8,344,781 6,190 SH   SOLE   5,245 0 945
CANADIAN NATL RY CO COM 136375102 BBG001S8WVQ7 1,147,589 8,713 SH   SOLE   7,813 0 900
CATERPILLAR INC COM 149123101 BBG001S5PJ06 817,139 2,130 SH   SOLE   1,990 0 140
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 2,120,342 13,017 SH   SOLE   12,317 0 700
CISCO SYS INC COM 17275R102 BBG001S6HC62 376,820 7,550 SH   SOLE   3,700 0 3,850
COCA COLA CO COM 191216100 BBG001S5SMQ8 2,488,619 39,657 SH   SOLE   34,912 0 4,745
COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 3,190,471 35,255 SH   SOLE   31,455 0 3,800
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 3,962,261 14,265 SH   SOLE   12,745 0 1,520
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 8,362,239 11,217 SH   SOLE   9,890 0 1,327
COTERRA ENERGY INC COM 127097103 BBG001S6H6Y4 346,827 12,090 SH   SOLE   9,020 0 3,070
CUMMINS INC COM 231021106 BBG001S5Q9M3 730,732 2,480 SH   SOLE   2,480 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 4,137,111 16,477 SH   SOLE   14,477 0 2,000
DEERE & CO COM 244199105 BBG001S5QFF7 2,540,072 5,974 SH   SOLE   5,509 0 465
DIAGEO PLC SPON ADR NEW 25243Q205 BBG001S7V596 592,729 3,685 SH   SOLE   2,985 0 700
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 307,054 3,175 SH   SOLE   3,175 0 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 17,351,620 21,959 SH   SOLE   20,542 0 1,417
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 2,664,236 23,070 SH   SOLE   20,855 0 2,215
EQUINIX INC COM 29444U700 BBG001SKBNS9 267,407 324 SH   SOLE   324 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 257,472 2,115 SH   SOLE   1,215 0 900
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 450,216 9,575 SH   SOLE   5,805 0 3,770
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 2,437,639 5,836 SH   SOLE   5,250 0 586
HERSHEY CO COM 427866108 BBG001S5S148 228,537 1,175 SH   SOLE   1,175 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 7,078,954 18,082 SH   SOLE   16,232 0 1,850
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 5,490,027 26,048 SH   SOLE   23,783 0 2,265
INTEL CORP COM 458140100 BBG001S5SF65 1,015,247 22,835 SH   SOLE   21,235 0 1,600
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 473,050 2,478 SH   SOLE   2,478 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 1,873,278 3,704 SH   SOLE   3,704 0 0
ISHARES TR U.S. MED DVC ETF 464288810 BBG001SQZT52 2,392,523 39,635 SH   SOLE   39,635 0 0
ISHARES TR US AER DEF ETF 464288760 BBG001SC08P5 1,125,099 8,428 SH   SOLE   7,628 0 800
ISHARES TR US OIL GS EX ETF 464288851 BBG001SJTHR7 879,828 8,125 SH   SOLE   7,575 0 550
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 5,877,391 36,489 SH   SOLE   31,439 0 5,050
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 12,414,394 60,661 SH   SOLE   53,858 0 6,803
KEYSIGHT TECHNOLOGIES INC COM 49338L103 BBG0059FN820 278,513 1,681 SH   SOLE   681 0 1,000
KLA CORP COM NEW 482480100 BBG001S5SLM4 1,170,105 1,675 SH   SOLE   1,305 0 370
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 267,182 175 SH   SOLE   0 0 175
LINDE PLC SHS G54950103 BBG01FND0CH6 5,044,837 10,670 SH   SOLE   9,375 0 1,295
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 4,720,186 10,092 SH   SOLE   9,080 0 1,012
LOWES COS INC COM 548661107 BBG001S5SVL3 4,971,565 19,287 SH   SOLE   17,537 0 1,750
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 9,695,930 19,924 SH   SOLE   17,683 0 2,241
MCDONALDS CORP COM 580135101 BBG001S5T110 2,166,222 7,433 SH   SOLE   6,933 0 500
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 1,796,684 20,616 SH   SOLE   18,266 0 2,350
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 5,988,874 3,952 SH   SOLE   3,492 0 460
MERCK & CO INC COM 58933Y105 BBG001S5TC52 5,472,758 40,966 SH   SOLE   37,772 0 3,194
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 1,861,714 3,819 SH   SOLE   3,349 0 470
MICROSOFT CORP COM 594918104 BBG001S5TD05 23,054,615 53,634 SH   SOLE   47,350 0 6,284
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 1,665,160 23,788 SH   SOLE   19,738 0 4,050
MOODYS CORP COM 615369105 BBG001S5VP87 212,236 540 SH   SOLE   390 0 150
MSCI INC COM 55354G100 BBG001SV8B05 797,520 1,423 SH   SOLE   1,218 0 205
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 777,657 11,668 SH   SOLE   11,668 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 1,391,092 14,802 SH   SOLE   12,055 0 2,747
NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 305,844 1,200 SH   SOLE   1,200 0 0
NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 802,472 8,146 SH   SOLE   7,202 0 944
NOVO-NORDISK A S ADR 670100205 BBG001S5TSK0 2,391,707 17,916 SH   SOLE   15,111 0 2,805
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 20,974,338 22,919 SH   SOLE   19,109 0 3,810
ORACLE CORP COM 68389X105 BBG001S5SJG6 207,885 1,330 SH   SOLE   750 0 580
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 3,258,687 11,413 SH   SOLE   9,829 0 1,584
PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 1,780,751 3,199 SH   SOLE   2,999 0 200
PEPSICO INC COM 713448108 BBG001S695T1 10,486,774 58,950 SH   SOLE   51,755 0 7,195
PIONEER NAT RES CO COM 723787107 BBG001S7V1J4 1,028,737 3,844 SH   SOLE   3,324 0 520
PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 226,240 1,400 SH   SOLE   1,400 0 0
PRICE T ROWE GROUP INC COM 74144T108 BBG001S5WW18 305,897 2,509 SH   SOLE   1,900 0 609
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 4,453,276 27,072 SH   SOLE   25,097 0 1,975
QUALCOMM INC COM 747525103 BBG001S6VS70 5,399,654 31,814 SH   SOLE   25,714 0 6,100
RESMED INC COM 761152107 BBG001SBGRC2 237,636 1,200 SH   SOLE   1,200 0 0
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 3,217,222 32,592 SH   SOLE   28,342 0 4,250
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 2,234,889 5,228 SH   SOLE   4,483 0 745
SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 1,885,999 13,773 SH   SOLE   13,773 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 474,647 479 SH   SOLE   479 0 0
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 332,238 1,615 SH   SOLE   1,615 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1,009,002 1,729 SH   SOLE   1,729 0 0
SPDR SER TR AEROSPACE DEF 78464A631 BBG0024LG8W4 336,521 2,315 SH   SOLE   2,315 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 782,755 8,565 SH   SOLE   7,100 0 1,465
SYNOPSYS INC COM 871607107 BBG001S5VTR8 1,625,917 2,740 SH   SOLE   2,386 0 354
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 2,920,041 21,138 SH   SOLE   18,738 0 2,400
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 2,187,207 12,320 SH   SOLE   10,735 0 1,585
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 1,704,689 2,886 SH   SOLE   2,426 0 460
TJX COS INC NEW COM 872540109 BBG001S5WQ93 431,035 4,250 SH   SOLE   2,700 0 1,550
TRACTOR SUPPLY CO COM 892356106 BBG001S7K017 372,951 1,405 SH   SOLE   1,405 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 950,133 3,165 SH   SOLE   2,665 0 500
UNION PAC CORP COM 907818108 BBG001S5X2M0 5,969,892 23,811 SH   SOLE   21,375 0 2,436
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 253,414 1,555 SH   SOLE   1,555 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 5,089,474 10,118 SH   SOLE   8,912 0 1,206
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 216,094 4,650 SH   SOLE   2,950 0 1,700
VISA INC COM CL A 92826C839 BBG001SRCFY3 8,306,816 29,340 SH   SOLE   25,940 0 3,400
WALMART INC COM 931142103 BBG001S5XH92 318,600 5,109 SH   SOLE   5,109 0 0
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 907,166 4,256 SH   SOLE   1,690 0 2,566
WORKDAY INC CL A 98138H101 BBG001T21KQ7 1,507,762 5,353 SH   SOLE   4,913 0 440
XYLEM INC COM 98419M100 BBG001V05C73 1,226,662 9,191 SH   SOLE   8,541 0 650
YUM BRANDS INC COM 988498101 BBG001S7JQ30 1,951,915 14,078 SH   SOLE   13,178 0 900
ZOETIS INC CL A 98978V103 BBG0039320P7 4,522,476 26,195 SH   SOLE   22,505 0 3,690