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
ADOBE INC COM 00724F101   2,640,531 4,423 SH   SOLE   4,423 0 0
ALPHABET INC CAP STK CL A 02079K305   3,668,000 26,200 SH   SOLE   26,200 0 0
AMAZON COM INC COM 023135106   2,107,176 13,863 SH   SOLE   13,863 0 0
APPLE INC COM 037833100   4,625,824 23,968 SH   SOLE   23,968 0 0
APPLIED MATLS INC COM 038222105   2,081,538 12,849 SH   SOLE   12,849 0 0
ARISTA NETWORKS INC COM 040413106   1,869,592 7,922 SH   SOLE   7,922 0 0
AXON ENTERPRISE INC COM 05464C101   2,091,090 8,105 SH   SOLE   8,105 0 0
BROADCOM INC COM 11135F101   1,825,776 1,636 SH   SOLE   1,636 0 0
CATERPILLAR INC COM 149123101   1,384,984 4,679 SH   SOLE   4,679 0 0
CISCO SYS INC COM 17275R102   2,955,195 57,945 SH   SOLE   57,945 0 0
COMCAST CORP NEW CL A 20030N101   2,286,460 51,965 SH   SOLE   51,965 0 0
DEERE & CO COM 244199105   1,269,600 3,174 SH   SOLE   3,174 0 0
ELEVANCE HEALTH INC COM 036752103   2,249,080 4,765 SH   SOLE   4,765 0 0
EXXON MOBIL CORP COM 30231G102   2,977,900 29,779 SH   SOLE   29,779 0 0
HONEYWELL INTL INC COM 438516106   2,094,750 9,975 SH   SOLE   9,975 0 0
HUMANA INC COM 444859102   1,722,538 3,761 SH   SOLE   3,761 0 0
INFOSYS LTD SPONSORED ADR 456788108   936,594 52,033 SH   SOLE   52,033 0 0
INTEL CORP COM 458140100   2,774,950 55,499 SH   SOLE   55,499 0 0
INTUIT COM 461202103   2,074,375 3,319 SH   SOLE   3,319 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   1,181,185 3,505 SH   SOLE   3,505 0 0
JPMORGAN CHASE & CO COM 46625H100   2,824,040 16,612 SH   SOLE   16,612 0 0
LAM RESEARCH CORP COM 512807108   2,228,418 2,846 SH   SOLE   2,846 0 0
META PLATFORMS INC CL A 30303M102   4,080,912 11,528 SH   SOLE   11,528 0 0
MICRON TECHNOLOGY INC COM 595112103   2,892,465 34,029 SH   SOLE   34,029 0 0
MICROSOFT CORP COM 594918104   4,843,632 12,882 SH   SOLE   12,882 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   1,144,703 26,621 SH   SOLE   26,621 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   3,875,253 12,381 SH   SOLE   12,381 0 0
NETFLIX INC COM 64110L106   1,371,392 2,816 SH   SOLE   2,816 0 0
NVIDIA CORPORATION COM 67066G104   4,064,445 8,211 SH   SOLE   8,211 0 0
ON SEMICONDUCTOR CORP COM 682189105   1,098,552 13,078 SH   SOLE   13,078 0 0
ORACLE CORP COM 68389X105   1,157,205 11,021 SH   SOLE   11,021 0 0
PALO ALTO NETWORKS INC COM 697435105   2,101,580 7,124 SH   SOLE   7,124 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   1,165,518 7,983 SH   SOLE   7,983 0 0
PEPSICO INC COM 713448108   1,948,200 11,460 SH   SOLE   11,460 0 0
QUALCOMM INC COM 747525103   1,185,085 8,173 SH   SOLE   8,173 0 0
SALESFORCE INC COM 79466L302   1,978,549 7,523 SH   SOLE   7,523 0 0
SERVICENOW INC COM 81762P102   3,471,402 4,917 SH   SOLE   4,917 0 0
SNOWFLAKE INC CL A 833445109   1,543,245 7,755 SH   SOLE   7,755 0 0
TESLA INC COM 88160R101   3,576,904 14,423 SH   SOLE   14,423 0 0
UNITEDHEALTH GROUP INC COM 91324P102   2,118,728 4,028 SH   SOLE   4,028 0 0
VISA INC COM CL A 92826C839   2,630,420 10,117 SH   SOLE   10,117 0 0
WALMART INC COM 931142103   3,062,672 19,384 SH   SOLE   19,384 0 0
WORKDAY INC CL A 98138H101   2,302,116 8,341 SH   SOLE   8,341 0 0