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
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   679,285 10,300 SH   SOLE   10,300 0 0
CHUBB LIMITED COM H1467J104   8,824,958 42,391 SH   SOLE   42,345 0 46
UBS GROUP AG SHS H42097107   406,725 16,500 SH   SOLE   16,500 0 0
ABBOTT LABS COM 002824100   1,403,260 14,489 SH   SOLE   14,489 0 0
ABBVIE INC COM 00287Y109   17,104,486 114,749 SH   SOLE   114,603 0 146
ADOBE INC COM 00724F101   1,019,800 2,000 SH   SOLE   2,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   2,529,372 24,600 SH   SOLE   24,600 0 0
ALPHABET INC CAP STK CL A 02079K305   15,712,098 120,068 SH   SOLE   119,868 0 200
AMAZON COM INC COM 023135106   17,338,532 136,395 SH   SOLE   136,148 0 247
CENCORA INC COM 03073E105   2,906,515 16,150 SH   SOLE   16,150 0 0
AMGEN INC COM 031162100   698,776 2,600 SH   SOLE   2,600 0 0
ANALOG DEVICES INC COM 032654105   11,778,654 67,272 SH   SOLE   67,140 0 132
APPLE INC COM 037833100   26,194,445 152,996 SH   SOLE   152,728 0 268
ATLASSIAN CORPORATION CL A 049468101   322,416 1,600 SH   SOLE   1,600 0 0
BANK AMERICA CORP COM 060505104   917,230 33,500 SH   SOLE   33,500 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   619,360 7,000 SH   SOLE   7,000 0 0
BOEING CO COM 097023105   3,593,233 18,746 SH   SOLE   18,746 0 0
BOSTON SCIENTIFIC CORP COM 101137107   1,050,720 19,900 SH   SOLE   19,900 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   264,488 4,557 SH   SOLE   4,557 0 0
CSX CORP COM 126408103   9,841,322 320,043 SH   SOLE   319,417 0 626
CVS HEALTH CORP COM 126650100   12,898,337 184,737 SH   SOLE   184,442 0 295
CARLISLE COS INC COM 142339100   1,166,670 4,500 SH   SOLE   4,500 0 0
CARNIVAL CORP COMMON STOCK 143658300   548,800 40,000 SH   SOLE   40,000 0 0
CATERPILLAR INC COM 149123101   737,100 2,700 SH   SOLE   2,700 0 0
CELANESE CORP DEL COM 150870103   1,054,368 8,400 SH   SOLE   8,400 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   1,831,830 1,000 SH   SOLE   1,000 0 0
CITIGROUP INC COM NEW 172967424   4,324,696 105,147 SH   SOLE   105,002 0 145
COLGATE PALMOLIVE CO COM 194162103   426,660 6,000 SH   SOLE   6,000 0 0
COSTCO WHSL CORP NEW COM 22160K105   1,694,880 3,000 SH   SOLE   3,000 0 0
DANAHER CORPORATION COM 235851102   893,160 3,600 SH   SOLE   3,600 0 0
DEERE & CO COM 244199105   2,407,307 6,379 SH   SOLE   6,379 0 0
DEVON ENERGY CORP NEW COM 25179M103   1,431,000 30,000 SH   SOLE   30,000 0 0
DEXCOM INC COM 252131107   2,598,405 27,850 SH   SOLE   27,850 0 0
DIAMONDBACK ENERGY INC COM 25278X109   1,053,184 6,800 SH   SOLE   6,800 0 0
DISNEY WALT CO COM 254687106   1,296,800 16,000 SH   SOLE   16,000 0 0
DOORDASH INC CL A 25809K105   794,700 10,000 SH   SOLE   10,000 0 0
EOG RES INC COM 26875P101   963,376 7,600 SH   SOLE   7,600 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   9,059,607 130,768 SH   SOLE   130,468 0 300
EXXON MOBIL CORP COM 30231G102   245,742 2,090 SH   SOLE   2,090 0 0
META PLATFORMS INC CL A 30303M102   20,879,605 69,550 SH   SOLE   69,441 0 109
FIFTH THIRD BANCORP COM 316773100   823,225 32,500 SH   SOLE   32,500 0 0
FLUOR CORP NEW COM 343412102   9,373,290 255,403 SH   SOLE   254,867 0 536
FORD MTR CO DEL COM 345370860   987,390 79,500 SH   SOLE   79,500 0 0
GLOBAL PMTS INC COM 37940X102   605,797 5,250 SH   SOLE   5,250 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   11,596,102 35,838 SH   SOLE   35,779 0 59
HUMANA INC COM 444859102   12,541,513 25,778 SH   SOLE   25,733 0 45
INGERSOLL RAND INC COM 45687V106   1,115,100 17,500 SH   SOLE   17,500 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   16,205,434 55,443 SH   SOLE   55,366 0 77
INTUIT COM 461202103   485,393 950 SH   SOLE   950 0 0
JPMORGAN CHASE & CO COM 46625H100   9,528,249 65,703 SH   SOLE   65,593 0 110
JOHNSON & JOHNSON COM 478160104   264,775 1,700 SH   SOLE   1,700 0 0
LAS VEGAS SANDS CORP COM 517834107   1,833,600 40,000 SH   SOLE   40,000 0 0
ELI LILLY & CO COM 532457108   4,780,457 8,900 SH   SOLE   8,900 0 0
LOCKHEED MARTIN CORP COM 539830109   592,992 1,450 SH   SOLE   1,450 0 0
LOWES COS INC COM 548661107   727,440 3,500 SH   SOLE   3,500 0 0
LULULEMON ATHLETICA INC COM 550021109   597,695 1,550 SH   SOLE   1,550 0 0
M & T BK CORP COM 55261F104   575,347 4,550 SH   SOLE   4,550 0 0
MARRIOTT INTL INC NEW CL A 571903202   786,240 4,000 SH   SOLE   4,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   10,188,890 188,230 SH   SOLE   187,911 0 319
MASTERCARD INCORPORATED CL A 57636Q104   12,398,713 31,317 SH   SOLE   31,261 0 56
MCDONALDS CORP COM 580135101   679,148 2,578 SH   SOLE   2,578 0 0
MERCADOLIBRE INC COM 58733R102   1,267,880 1,000 SH   SOLE   1,000 0 0
MERCK & CO INC COM 58933Y105   566,225 5,500 SH   SOLE   5,500 0 0
MICROSOFT CORP COM 594918104   25,328,833 80,218 SH   SOLE   80,086 0 132
MONGODB INC CL A 60937P106   319,920 925 SH   SOLE   925 0 0
NIKE INC CL B 654106103   449,414 4,700 SH   SOLE   4,700 0 0
NORFOLK SOUTHN CORP COM 655844108   7,919,343 40,214 SH   SOLE   40,153 0 61
NVIDIA CORPORATION COM 67066G104   21,308,855 48,987 SH   SOLE   48,904 0 83
OREILLY AUTOMOTIVE INC COM 67103H107   2,594,795 2,855 SH   SOLE   2,855 0 0
ORACLE CORP COM 68389X105   857,952 8,100 SH   SOLE   8,100 0 0
PAYPAL HLDGS INC COM 70450Y103   4,764,139 81,494 SH   SOLE   81,374 0 120
PEPSICO INC COM 713448108   751,128 4,433 SH   SOLE   4,433 0 0
PROCTER AND GAMBLE CO COM 742718109   628,511 4,309 SH   SOLE   4,309 0 0
RTX CORPORATION COM 75513E101   226,777 3,151 SH   SOLE   3,151 0 0
SCHLUMBERGER LTD COM STK 806857108   3,060,750 52,500 SH   SOLE   52,500 0 0
SCHWAB CHARLES CORP COM 808513105   1,372,500 25,000 SH   SOLE   25,000 0 0
SNOWFLAKE INC CL A 833445109   427,756 2,800 SH   SOLE   2,800 0 0
STARBUCKS CORP COM 855244109   12,921,368 141,573 SH   SOLE   141,364 0 209
STARWOOD PPTY TR INC COM 85571B105   319,275 16,500 SH   SOLE   16,500 0 0
SYSCO CORP COM 871829107   8,397,333 127,136 SH   SOLE   126,966 0 170
TJX COS INC NEW COM 872540109   15,269,051 171,794 SH   SOLE   171,552 0 242
T-MOBILE US INC COM 872590104   1,526,545 10,900 SH   SOLE   10,900 0 0
TARGET CORP COM 87612E106   12,061,418 109,084 SH   SOLE   108,929 0 155
THERMO FISHER SCIENTIFIC INC COM 883556102   10,547,570 20,838 SH   SOLE   20,799 0 39
TRUIST FINL CORP COM 89832Q109   257,490 9,000 SH   SOLE   9,000 0 0
US BANCORP DEL COM NEW 902973304   214,890 6,500 SH   SOLE   6,500 0 0
ULTA BEAUTY INC COM 90384S303   12,180,429 30,493 SH   SOLE   30,443 0 50
UNITEDHEALTH GROUP INC COM 91324P102   2,016,760 4,000 SH   SOLE   4,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   552,590 17,050 SH   SOLE   17,050 0 0
VISA INC COM CL A 92826C839   9,832,467 42,748 SH   SOLE   42,704 0 44
WEBSTER FINL CORP COM 947890109   211,627 5,250 SH   SOLE   5,250 0 0
WELLS FARGO CO NEW COM 949746101   5,660,418 138,532 SH   SOLE   138,310 0 222
ZOETIS INC CL A 98978V103   2,574,904 14,800 SH   SOLE   14,800 0 0