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

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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
ADOBE INC COM 00724F101   2,307,298 4,525 SH   SOLE   3,521 0 1,004
ALLISON TRANSMISSION HLDGS I COM 01973R101   1,905,418 32,262 SH   SOLE   24,146 0 8,115
ALPHABET INC CAP STK CL A 02079K305   5,686,521 43,455 SH   SOLE   34,509 0 8,946
ALPHABET INC CAP STK CL C 02079K107   1,217,767 9,236 SH   SOLE   6,872 0 2,364
AMAZON COM INC COM 023135106   575,218 4,525 SH   SOLE   3,183 0 1,342
AMEREN CORP COM 023608102   1,398,126 18,684 SH   SOLE   18,052 0 632
AMERICAN EXPRESS CO COM 025816109   2,893,068 19,391 SH   SOLE   13,884 0 5,507
APPLE INC COM 037833100   9,214,437 53,819 SH   SOLE   42,023 0 11,796
APPLIED INDL TECHNOLOGIES IN COM 03820C105   336,122 2,174 SH   SOLE   1,860 0 314
APPLIED MATLS INC COM 038222105   5,571,646 40,243 SH   SOLE   30,030 0 10,212
ATMOS ENERGY CORP COM 049560105   308,755 2,914 SH   SOLE   2,214 0 700
AXCELIS TECHNOLOGIES INC COM NEW 054540208   1,799,257 11,035 SH   SOLE   8,816 0 2,219
BELDEN INC COM 077454106   1,115,056 11,549 SH   SOLE   8,510 0 3,039
BOEING CO COM 097023105   226,566 1,182 SH   SOLE   1,182 0 0
BOOKING HOLDINGS INC COM 09857L108   1,615,990 524 SH   SOLE   396 0 128
BORGWARNER INC COM 099724106   2,554,843 63,285 SH   SOLE   49,256 0 14,028
BP PLC SPONSORED ADR 055622104   837,088 21,619 SH   SOLE   21,619 0 0
BROADCOM INC COM 11135F101   2,721,722 3,276 SH   SOLE   2,395 0 881
CHEVRON CORP NEW COM 166764100   204,429 1,212 SH   SOLE   1,145 0 67
CHUBB LIMITED COM H1467J104   3,863,379 18,557 SH   SOLE   14,158 0 4,399
CISCO SYS INC COM 17275R102   2,548,547 47,406 SH   SOLE   34,965 0 12,441
CLEAN HARBORS INC COM 184496107   1,082,484 6,468 SH   SOLE   5,173 0 1,295
COMCAST CORP NEW CL A 20030N101   672,403 15,164 SH   SOLE   11,277 0 3,887
COMFORT SYS USA INC COM 199908104   1,246,379 7,314 SH   SOLE   5,630 0 1,684
DUKE ENERGY CORP NEW COM NEW 26441C204   344,832 3,907 SH   SOLE   174 0 3,733
EAGLE MATLS INC COM 26969P108   1,420,586 8,531 SH   SOLE   6,129 0 2,402
ELEVANCE HEALTH INC COM 036752103   2,052,922 4,714 SH   SOLE   3,478 0 1,236
ELI LILLY & CO COM 532457108   982,411 1,829 SH   SOLE   614 0 1,215
EMCOR GROUP INC COM 29084Q100   1,654,299 7,863 SH   SOLE   5,918 0 1,945
ENERSYS COM 29275Y102   352,267 3,721 SH   SOLE   3,002 0 719
EOG RES INC COM 26875P101   3,224,748 25,439 SH   SOLE   19,579 0 5,860
ESQUIRE FINL HLDGS INC COM 29667J101   1,789,748 39,171 SH   SOLE   29,126 0 10,044
EXTREME NETWORKS COM 30226D106   247,983 10,243 SH   SOLE   9,098 0 1,145
EXXON MOBIL CORP COM 30231G102   382,477 3,252 SH   SOLE   2,790 0 462
FEDERAL AGRIC MTG CORP CL C 313148306   663,027 4,297 SH   SOLE   3,210 0 1,087
FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309   1,955,101 44,882 SH   SOLE   41,595 0 3,287
FISERV INC COM 337738108   2,163,410 19,152 SH   SOLE   14,410 0 4,742
GRAINGER W W INC COM 384802104   3,224,410 4,660 SH   SOLE   3,467 0 1,193
H & E EQUIPMENT SERVICES INC COM 404030108   707,619 16,383 SH   SOLE   13,452 0 2,931
HURON CONSULTING GROUP INC COM 447462102   292,794 2,811 SH   SOLE   2,476 0 335
ISHARES TR CORE DIV GRWTH 46434V621   1,718,384 34,693 SH   SOLE   31,826 0 2,867
ISHARES TR CORE S&P SCP ETF 464287804   1,578,786 16,736 SH   SOLE   15,198 0 1,538
ISHARES TR CORE S&P500 ETF 464287200   214,715 500 SH   SOLE   500 0 0
ISHARES TR INTERNATIONAL SL 46434V266   572,692 19,360 SH   SOLE   17,167 0 2,193
ISHARES TR ISHS 1-5YR INVS 464288646   213,870 4,292 SH   SOLE   1,452 0 2,840
ISHARES TR ISHS 5-10YR INVT 464288638   718,852 14,776 SH   SOLE   13,602 0 1,174
ISHARES TR MRGSTR MD CP GRW 464288307   1,149,824 20,126 SH   SOLE   18,738 0 1,388
ISHARES TR MSCI EAFE ETF 464287465   247,698 3,594 SH   SOLE   0 0 3,594
ISHARES TR RUS 1000 ETF 464287622   2,762,418 11,759 SH   SOLE   11,108 0 651
JABIL INC COM 466313103   3,644,889 28,724 SH   SOLE   21,471 0 7,253
LAM RESEARCH CORP COM 512807108   5,907,470 9,425 SH   SOLE   7,020 0 2,404
MCDONALDS CORP COM 580135101   229,537 871 SH   SOLE   629 0 241
MERCK & CO INC COM 58933Y105   233,398 2,267 SH   SOLE   1,851 0 416
MICROSOFT CORP COM 594918104   7,211,343 22,838 SH   SOLE   18,005 0 4,832
NATIONAL FUEL GAS CO COM 636180101   387,033 7,455 SH   SOLE   5,916 0 1,539
NEXTERA ENERGY INC COM 65339F101   478,387 8,350 SH   SOLE   3,671 0 4,678
NISOURCE INC COM 65473P105   312,741 12,671 SH   SOLE   9,534 0 3,137
NOVO-NORDISK A S ADR 670100205   256,451 2,820 SH   SOLE   2,820 0 0
NRG ENERGY INC COM NEW 629377508   315,685 8,195 SH   SOLE   5,899 0 2,295
NVIDIA CORPORATION COM 67066G104   4,094,996 9,414 SH   SOLE   7,621 0 1,793
ON SEMICONDUCTOR CORP COM 682189105   3,183,630 34,251 SH   SOLE   27,032 0 7,219
ONE GAS INC COM 68235P108   294,015 4,306 SH   SOLE   3,036 0 1,269
PARKER-HANNIFIN CORP COM 701094104   3,128,482 8,031 SH   SOLE   5,893 0 2,138
PEPSICO INC COM 713448108   282,118 1,665 SH   SOLE   1,385 0 280
PHILIP MORRIS INTL INC COM 718172109   418,287 4,518 SH   SOLE   3,312 0 1,206
PHILLIPS 66 COM 718546104   2,129,261 17,721 SH   SOLE   12,435 0 5,286
PINNACLE WEST CAP CORP COM 723484101   265,380 3,601 SH   SOLE   2,815 0 786
PROCTER AND GAMBLE CO COM 742718109   320,381 2,196 SH   SOLE   2,132 0 64
PROGRESSIVE CORP COM 743315103   730,907 5,247 SH   SOLE   5,247 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   224,851 3,951 SH   SOLE   3,102 0 849
QUANTA SVCS INC COM 74762E102   255,725 1,367 SH   SOLE   1,208 0 159
SALESFORCE INC COM 79466L302   2,004,886 9,887 SH   SOLE   7,401 0 2,486
SANMINA CORPORATION COM 801056102   356,565 6,569 SH   SOLE   5,670 0 899
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   425,819 8,542 SH   SOLE   8,542 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   617,387 8,725 SH   SOLE   7,938 0 786
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,950,597 4,563 SH   SOLE   3,594 0 969
SPDR SER TR PORTFLI HIGH YLD 78468R606   2,365,909 105,526 SH   SOLE   91,360 0 14,166
SPDR SER TR S&P 600 SMCP GRW 78464A201   317,312 4,330 SH   SOLE   3,573 0 757
STERLING INFRASTRUCTURE INC COM 859241101   2,086,465 28,395 SH   SOLE   23,390 0 5,005
TEREX CORP NEW COM 880779103   1,158,384 20,103 SH   SOLE   15,046 0 5,057
TESLA INC COM 88160R101   798,202 3,190 SH   SOLE   3,127 0 63
TEXTRON INC COM 883203101   1,908,032 24,418 SH   SOLE   17,157 0 7,261
THERMO FISHER SCIENTIFIC INC COM 883556102   1,535,446 3,033 SH   SOLE   2,212 0 821
ULTA BEAUTY INC COM 90384S303   941,504 2,357 SH   SOLE   1,832 0 525
UNITED RENTALS INC COM 911363109   2,551,765 5,739 SH   SOLE   4,234 0 1,505
UNITEDHEALTH GROUP INC COM 91324P102   5,897,203 11,696 SH   SOLE   8,858 0 2,838
VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844   669,595 8,594 SH   SOLE   7,853 0 741
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   852,342 12,214 SH   SOLE   11,401 0 813
VANGUARD INDEX FDS GROWTH ETF 922908736   666,889 2,449 SH   SOLE   2,165 0 283
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512   420,010 3,207 SH   SOLE   2,923 0 283
VANGUARD INDEX FDS SM CP VAL ETF 922908611   243,384 1,526 SH   SOLE   116 0 1,410
VANGUARD INDEX FDS TOTAL STK MKT 922908769   346,285 1,630 SH   SOLE   1,510 0 120
VANGUARD INDEX FDS VALUE ETF 922908744   806,520 5,847 SH   SOLE   5,178 0 669
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   5,947,846 79,146 SH   SOLE   70,931 0 8,214
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714   1,130,354 16,957 SH   SOLE   0 0 16,957
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   2,732,281 62,494 SH   SOLE   58,861 0 3,633
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   666,527 6,451 SH   SOLE   6,451 0 0
VANGUARD WORLD FD MEGA CAP VAL ETF 921910840   1,762,859 17,385 SH   SOLE   16,297 0 1,088
VANGUARD WORLD FD MEGA GRWTH IND 921910816   2,643,144 11,648 SH   SOLE   10,965 0 683
VANGUARD WORLD FDS UTILITIES ETF 92204A876   216,818 1,700 SH   SOLE   1,700 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   1,962,645 5,644 SH   SOLE   4,292 0 1,352
VISA INC COM CL A 92826C839   3,509,022 15,255 SH   SOLE   11,432 0 3,823