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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON COM INC COM 023135106 9,470,628 43,168 SH SOLE 0 0 43,168
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 6,190,234 24,445 SH SOLE 0 0 24,445
STARBUCKS CORP COM 855244109 1,019,635 11,128 SH SOLE 0 0 11,128
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 3,086,971 36,671 SH SOLE 0 0 36,671
BLOCK INC CL A 852234103 529,175 7,790 SH SOLE 0 0 7,790
MONSTER BEVERAGE CORP NEW COM 61174X109 1,899,245 30,320 SH SOLE 0 0 30,320
JOHNSON & JOHNSON COM 478160104 5,865,453 38,399 SH SOLE 0 0 38,399
WASTE MGMT INC DEL COM 94106L109 530,405 2,318 SH SOLE 0 0 2,318
VANGUARD INDEX FDS TOTAL STK MKT 922908769 6,109,575 20,102 SH SOLE 0 0 20,102
HCA HEALTHCARE INC COM 40412C101 695,211 1,815 SH SOLE 0 0 1,815
GOLDMAN SACHS GROUP INC COM 38141G104 245,841 347 SH SOLE 0 0 347
SHELL PLC SPON ADS 780259305 578,207 8,212 SH SOLE 0 0 8,212
YUM BRANDS INC COM 988498101 557,310 3,761 SH SOLE 0 0 3,761
PROCTER AND GAMBLE CO COM 742718109 869,887 5,460 SH SOLE 0 0 5,460
COCA COLA CO COM 191216100 1,756,015 24,820 SH SOLE 0 0 24,820
ENTERPRISE PRODS PARTNERS L COM 293792107 932,515 30,071 SH SOLE 0 0 30,071
INTEL CORP COM 458140100 519,172 23,177 SH SOLE 0 0 23,177
CME GROUP INC COM 12572Q105 6,688,082 24,266 SH SOLE 0 0 24,266
MEDTRONIC PLC SHS G5960L103 3,886,331 44,583 SH SOLE 0 0 44,583
NETFLIX INC COM 64110L106 5,427,494 4,053 SH SOLE 0 0 4,053
SEI INVTS CO COM 784117103 811,578 9,032 SH SOLE 0 0 9,032
MERCK & CO INC COM 58933Y105 297,612 3,760 SH SOLE 0 0 3,760
SPDR S&P 500 ETF TR TR UNIT 78462F103 649,280 1,051 SH SOLE 0 0 1,051
E L F BEAUTY INC COM 26856L103 271,030 2,178 SH SOLE 0 0 2,178
VISTRA CORP COM 92840M102 792,515 4,089 SH SOLE 0 0 4,089
YUM CHINA HLDGS INC COM 98850P109 205,186 4,589 SH SOLE 0 0 4,589
ALLSTATE CORP COM 020002101 307,444 1,527 SH SOLE 0 0 1,527
VERTEX PHARMACEUTICALS INC COM 92532F100 1,937,510 4,352 SH SOLE 0 0 4,352
VERIZON COMMUNICATIONS INC COM 92343V104 3,825,710 88,415 SH SOLE 0 0 88,415
CHUBB LIMITED COM H1467J104 6,114,974 21,106 SH SOLE 0 0 21,106
HONEYWELL INTL INC COM 438516106 295,758 1,270 SH SOLE 0 0 1,270
TRANE TECHNOLOGIES PLC SHS G8994E103 5,069,975 11,591 SH SOLE 0 0 11,591
HOME DEPOT INC COM 437076102 7,897,613 21,541 SH SOLE 0 0 21,541
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4,035,518 29,939 SH SOLE 0 0 29,939
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 689,552 28,936 SH SOLE 0 0 28,936
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1,917,632 23,683 SH SOLE 0 0 23,683
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 393,474 810 SH SOLE 0 0 810
ALPHABET INC CAP STK CL A 02079K305 7,534,689 42,755 SH SOLE 0 0 42,755
FISERV INC COM 337738108 432,749 2,510 SH SOLE 0 0 2,510
COMCAST CORP NEW CL A 20030N101 3,029,041 84,871 SH SOLE 0 0 84,871
MICROSOFT CORP COM 594918104 19,544,762 39,293 SH SOLE 0 0 39,293
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 3,973,871 36,615 SH SOLE 0 0 36,615
BOEING CO COM 097023105 2,914,121 13,908 SH SOLE 0 0 13,908
NEXTERA ENERGY INC COM 65339F101 2,460,855 35,449 SH SOLE 0 0 35,449
SILICON LABORATORIES INC COM 826919102 5,757,060 39,068 SH SOLE 0 0 39,068
NIKE INC CL B 654106103 452,471 6,369 SH SOLE 0 0 6,369
TESLA INC COM 88160R101 4,660,973 14,673 SH SOLE 0 0 14,673
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 2,881,295 55,018 SH SOLE 0 0 55,018
NXP SEMICONDUCTORS N V COM N6596X109 1,131,195 5,177 SH SOLE 0 0 5,177
ILLUMINA INC COM 452327109 374,198 3,922 SH SOLE 0 0 3,922
TARGA RES CORP COM 87612G101 221,411 1,272 SH SOLE 0 0 1,272
ELI LILLY & CO COM 532457108 458,794 589 SH SOLE 0 0 589
AIR PRODS & CHEMS INC COM 009158106 4,838,796 17,155 SH SOLE 0 0 17,155
FIDELITY NATL INFORMATION SV COM 31620M106 4,034,087 49,553 SH SOLE 0 0 49,553
MICRON TECHNOLOGY INC COM 595112103 381,828 3,098 SH SOLE 0 0 3,098
OPEN LENDING CORP COM 68373J104 43,464 22,404 SH SOLE 0 0 22,404
MARATHON PETE CORP COM 56585A102 5,817,481 35,022 SH SOLE 0 0 35,022
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 512,755 6,239 SH SOLE 0 0 6,239
PALANTIR TECHNOLOGIES INC CL A 69608A108 598,854 4,393 SH SOLE 0 0 4,393
SONIC AUTOMOTIVE INC CL A 83545G102 239,790 3,000 SH SOLE 0 0 3,000
REGENERON PHARMACEUTICALS COM 75886F107 1,055,008 2,010 SH SOLE 0 0 2,010
SPDR SERIES TRUST COMP SOFTWARE 78464A599 704,815 3,713 SH SOLE 0 0 3,713
VISA INC COM CL A 92826C839 6,354,688 17,898 SH SOLE 0 0 17,898
PHILLIPS 66 COM 718546104 317,099 2,658 SH SOLE 0 0 2,658
META PLATFORMS INC CL A 30303M102 8,367,097 11,336 SH SOLE 0 0 11,336
BROADCOM INC COM 11135F101 29,191,761 105,902 SH SOLE 0 0 105,902
STELLAR BANCORP INC COM 858927106 359,263 12,840 SH SOLE 0 0 12,840
WORKDAY INC CL A 98138H101 544,800 2,270 SH SOLE 0 0 2,270
JOHNSON CTLS INTL PLC SHS G51502105 5,390,418 51,036 SH SOLE 0 0 51,036
NOVARTIS AG SPONSORED ADR 66987V109 759,822 6,279 SH SOLE 0 0 6,279
EXPEDITORS INTL WASH INC COM 302130109 691,263 6,050 SH SOLE 0 0 6,050
NVIDIA CORPORATION COM 67066G104 22,591,255 142,992 SH SOLE 0 0 142,992
CUMMINS INC COM 231021106 3,280,052 10,015 SH SOLE 0 0 10,015
ABBVIE INC COM 00287Y109 6,069,588 32,699 SH SOLE 0 0 32,699
S&P GLOBAL INC COM 78409V104 557,015 1,056 SH SOLE 0 0 1,056
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 854,131 12,706 SH SOLE 0 0 12,706
FACTSET RESH SYS INC COM 303075105 739,361 1,653 SH SOLE 0 0 1,653
QUALCOMM INC COM 747525103 769,120 4,829 SH SOLE 0 0 4,829
INTUITIVE SURGICAL INC COM NEW 46120E602 979,768 1,803 SH SOLE 0 0 1,803
INTERCONTINENTAL EXCHANGE IN COM 45866F104 923,734 5,035 SH SOLE 0 0 5,035
CISCO SYS INC COM 17275R102 339,521 4,894 SH SOLE 0 0 4,894
ADVANCED MICRO DEVICES INC COM 007903107 228,885 1,613 SH SOLE 0 0 1,613
AUTODESK INC COM 052769106 1,839,155 5,941 SH SOLE 0 0 5,941
ISHARES INC MSCI EM ASIA ETF 464286426 478,236 5,793 SH SOLE 0 0 5,793
AT&T INC COM 00206R102 602,907 20,833 SH SOLE 0 0 20,833
VANGUARD WORLD FD FINANCIALS ETF 92204A405 745,342 5,855 SH SOLE 0 0 5,855
MOTOROLA SOLUTIONS INC COM NEW 620076307 11,730,654 27,900 SH SOLE 0 0 27,900
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 2,622,563 12,067 SH SOLE 0 0 12,067
ISHARES TR EXPANDED TECH 464287515 1,764,154 16,111 SH SOLE 0 0 16,111
ISHARES TR S&P 500 VAL ETF 464287408 286,143 1,464 SH SOLE 0 0 1,464
ISHARES TR CORE S&P500 ETF 464287200 799,598 1,288 SH SOLE 0 0 1,288
UNION PAC CORP COM 907818108 3,579,827 15,559 SH SOLE 0 0 15,559
SALESFORCE INC COM 79466L302 3,475,592 12,746 SH SOLE 0 0 12,746
DARDEN RESTAURANTS INC COM 237194105 5,805,494 26,634 SH SOLE 0 0 26,634
THERMO FISHER SCIENTIFIC INC COM 883556102 685,633 1,691 SH SOLE 0 0 1,691
JPMORGAN CHASE & CO. COM 46625H100 16,025,437 55,277 SH SOLE 0 0 55,277
CHEVRON CORP NEW COM 166764100 1,440,824 10,062 SH SOLE 0 0 10,062
CONOCOPHILLIPS COM 20825C104 776,520 8,653 SH SOLE 0 0 8,653
TJX COS INC NEW COM 872540109 1,521,669 12,322 SH SOLE 0 0 12,322
WALMART INC COM 931142103 11,431,802 116,913 SH SOLE 0 0 116,913
ORACLE CORP COM 68389X105 3,792,730 17,348 SH SOLE 0 0 17,348
TEXAS INSTRS INC COM 882508104 2,112,769 10,176 SH SOLE 0 0 10,176
MORGAN STANLEY COM NEW 617446448 208,473 1,480 SH SOLE 0 0 1,480
ALPHABET INC CAP STK CL C 02079K107 2,597,989 14,646 SH SOLE 0 0 14,646
BEST BUY INC COM 086516101 1,887,580 28,118 SH SOLE 0 0 28,118
APPLIED MATLS INC COM 038222105 490,078 2,677 SH SOLE 0 0 2,677
ANALOG DEVICES INC COM 032654105 4,933,995 20,729 SH SOLE 0 0 20,729
ARISTA NETWORKS INC COM SHS 040413205 2,942,436 28,760 SH SOLE 0 0 28,760
EATON CORP PLC SHS G29183103 10,683,839 29,928 SH SOLE 0 0 29,928
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 367,335 3,239 SH SOLE 0 0 3,239
LAM RESEARCH CORP COM NEW 512807306 1,134,984 11,660 SH SOLE 0 0 11,660
PHILIP MORRIS INTL INC COM 718172109 308,734 1,695 SH SOLE 0 0 1,695
REALTY INCOME CORP COM 756109104 4,665,888 80,991 SH SOLE 0 0 80,991
EXXON MOBIL CORP COM 30231G102 4,509,342 41,831 SH SOLE 0 0 41,831
UNITEDHEALTH GROUP INC COM 91324P102 3,360,069 10,770 SH SOLE 0 0 10,770
DEERE & CO COM 244199105 701,716 1,380 SH SOLE 0 0 1,380
SHOPIFY INC CL A SUB VTG SHS 82509L107 1,623,321 14,073 SH SOLE 0 0 14,073
NOVO-NORDISK A S ADR 670100205 924,316 13,392 SH SOLE 0 0 13,392
PAYPAL HLDGS INC COM 70450Y103 668,954 9,001 SH SOLE 0 0 9,001
AUTOZONE INC COM 053332102 285,842 77 SH SOLE 0 0 77
APPLE INC COM 037833100 22,530,655 109,815 SH SOLE 0 0 109,815
DISNEY WALT CO COM 254687106 1,674,391 13,502 SH SOLE 0 0 13,502
RAYMOND JAMES FINL INC COM 754730109 639,329 4,169 SH SOLE 0 0 4,169
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 215,142 1,674 SH SOLE 0 0 1,674