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
ABBOTT LABS COM 002824100 1,088,166 8,001 SH SOLE 0 0 8,001
ABBVIE INC COM 00287Y109 1,554,213 8,373 SH SOLE 0 0 8,373
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 514,390 1,721 SH SOLE 0 0 1,721
ADVANCED MICRO DEVICES INC COM 007903107 4,474,958 31,536 SH SOLE 0 0 31,536
AEROVIRONMENT INC COM 008073108 215,707 757 SH SOLE 0 0 757
ALPHABET INC CAP STK CL A 02079K305 1,976,159 11,214 SH SOLE 0 0 11,214
ALPHABET INC CAP STK CL C 02079K107 1,430,650 8,065 SH SOLE 0 0 8,065
AMAZON COM INC COM 023135106 1,469,913 6,700 SH SOLE 0 0 6,700
AMERICAN EXPRESS CO COM 025816109 1,773,611 5,560 SH SOLE 0 0 5,560
AMGEN INC COM 031162100 1,033,868 3,703 SH SOLE 0 0 3,703
APPLE INC COM 037833100 13,403,837 65,330 SH SOLE 0 0 65,330
ARISTA NETWORKS INC COM SHS 040413205 284,933 2,785 SH SOLE 0 0 2,785
ARM HOLDINGS PLC SPONSORED ADS 042068205 235,979 1,459 SH SOLE 0 0 1,459
AUTOLIV INC COM 052800109 256,587 2,293 SH SOLE 0 0 2,293
AUTOMATIC DATA PROCESSING IN COM 053015103 205,511 666 SH SOLE 0 0 666
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 631,501 1,300 SH SOLE 0 0 1,300
BLOCK INC CL A 852234103 370,219 5,450 SH SOLE 0 0 5,450
BOEING CO COM 097023105 202,825 968 SH SOLE 0 0 968
BRISTOL-MYERS SQUIBB CO COM 110122108 637,937 13,781 SH SOLE 0 0 13,781
BROADCOM INC COM 11135F101 4,486,132 16,275 SH SOLE 0 0 16,275
CADENCE DESIGN SYSTEM INC COM 127387108 737,095 2,392 SH SOLE 0 0 2,392
CARLYLE GROUP INC COM 14316J108 263,168 5,120 SH SOLE 0 0 5,120
CARRIER GLOBAL CORPORATION COM 14448C104 406,043 5,548 SH SOLE 0 0 5,548
CHEVRON CORP NEW COM 166764100 270,072 1,886 SH SOLE 0 0 1,886
CHUBB LIMITED COM H1467J104 1,037,078 3,580 SH SOLE 0 0 3,580
CISCO SYS INC COM 17275R102 882,311 12,717 SH SOLE 0 0 12,717
CONSTELLATION ENERGY CORP COM 21037T109 363,588 1,126 SH SOLE 0 0 1,126
CORNING INC COM 219350105 207,215 3,940 SH SOLE 0 0 3,940
COSTCO WHSL CORP NEW COM 22160K105 686,851 694 SH SOLE 0 0 694
CROWDSTRIKE HLDGS INC CL A 22788C105 2,050,482 4,026 SH SOLE 0 0 4,026
CYBERARK SOFTWARE LTD SHS M2682V108 1,035,510 2,545 SH SOLE 0 0 2,545
DANAHER CORPORATION COM 235851102 223,399 1,131 SH SOLE 0 0 1,131
DELL TECHNOLOGIES INC CL C 24703L202 492,922 4,021 SH SOLE 0 0 4,021
EATON CORP PLC SHS G29183103 1,126,355 3,155 SH SOLE 0 0 3,155
EDWARDS LIFESCIENCES CORP COM 28176E108 202,173 2,585 SH SOLE 0 0 2,585
ELI LILLY & CO COM 532457108 3,919,718 5,028 SH SOLE 0 0 5,028
EMERSON ELEC CO COM 291011104 743,765 5,578 SH SOLE 0 0 5,578
ENBRIDGE INC COM 29250N105 278,945 6,155 SH SOLE 0 0 6,155
EXXON MOBIL CORP COM 30231G102 975,921 9,053 SH SOLE 0 0 9,053
FORTINET INC COM 34959E109 4,871,578 46,080 SH SOLE 0 0 46,080
GE VERNOVA INC COM 36828A101 901,142 1,703 SH SOLE 0 0 1,703
GOLDMAN SACHS GROUP INC COM 38141G104 589,556 833 SH SOLE 0 0 833
HOME DEPOT INC COM 437076102 1,332,962 3,636 SH SOLE 0 0 3,636
HONEYWELL INTL INC COM 438516106 1,727,807 7,419 SH SOLE 0 0 7,419
HUNTINGTON BANCSHARES INC COM 446150104 357,432 21,326 SH SOLE 0 0 21,326
INTERCONTINENTAL EXCHANGE IN COM 45866F104 312,109 1,701 SH SOLE 0 0 1,701
INTERNATIONAL BUSINESS MACHS COM 459200101 580,639 1,970 SH SOLE 0 0 1,970
INTUITIVE SURGICAL INC COM NEW 46120E602 815,115 1,500 SH SOLE 0 0 1,500
IQVIA HLDGS INC COM 46266C105 267,903 1,700 SH SOLE 0 0 1,700
ISHARES TR S&P 500 VAL ETF 464287408 292,153 1,495 SH SOLE 0 0 1,495
ISHARES TR S&P 500 GRWT ETF 464287309 574,949 5,222 SH SOLE 0 0 5,222
ISHARES TR RUSSELL 2000 ETF 464287655 454,772 2,107 SH SOLE 0 0 2,107
JOHNSON & JOHNSON COM 478160104 283,298 1,855 SH SOLE 0 0 1,855
JPMORGAN CHASE & CO. COM 46625H100 2,150,809 7,419 SH SOLE 0 0 7,419
KINDER MORGAN INC DEL COM 49456B101 424,023 14,423 SH SOLE 0 0 14,423
LAM RESEARCH CORP COM NEW 512807306 1,411,267 14,498 SH SOLE 0 0 14,498
LIVE NATION ENTERTAINMENT IN COM 538034109 272,304 1,800 SH SOLE 0 0 1,800
LOWES COS INC COM 548661107 668,862 3,015 SH SOLE 0 0 3,015
LULULEMON ATHLETICA INC COM 550021109 213,822 900 SH SOLE 0 0 900
MARATHON PETE CORP COM 56585A102 209,058 1,259 SH SOLE 0 0 1,259
MARVELL TECHNOLOGY INC COM 573874104 707,146 9,136 SH SOLE 0 0 9,136
MASCO CORP COM 574599106 419,295 6,515 SH SOLE 0 0 6,515
MASTEC INC COM 576323109 782,103 4,589 SH SOLE 0 0 4,589
MASTERCARD INCORPORATED CL A 57636Q104 1,600,653 2,848 SH SOLE 0 0 2,848
MCDONALDS CORP COM 580135101 626,226 2,143 SH SOLE 0 0 2,143
MERCK & CO INC COM 58933Y105 243,505 3,076 SH SOLE 0 0 3,076
META PLATFORMS INC CL A 30303M102 4,109,747 5,568 SH SOLE 0 0 5,568
MICRON TECHNOLOGY INC COM 595112103 687,433 5,578 SH SOLE 0 0 5,578
MICROSOFT CORP COM 594918104 2,368,859 4,762 SH SOLE 0 0 4,762
NVIDIA CORPORATION COM 67066G104 37,061,412 234,581 SH SOLE 0 0 234,581
NXP SEMICONDUCTORS N V COM N6596X109 592,326 2,711 SH SOLE 0 0 2,711
ON HLDG AG NAMEN AKT A H5919C104 705,798 13,560 SH SOLE 0 0 13,560
ONEOK INC NEW COM 682680103 683,098 8,368 SH SOLE 0 0 8,368
ORACLE CORP COM 68389X105 2,242,007 10,255 SH SOLE 0 0 10,255
PALANTIR TECHNOLOGIES INC CL A 69608A108 1,417,455 10,398 SH SOLE 0 0 10,398
PALO ALTO NETWORKS INC COM 697435105 3,460,462 16,910 SH SOLE 0 0 16,910
PARKER-HANNIFIN CORP COM 701094104 663,899 951 SH SOLE 0 0 951
PAYCHEX INC COM 704326107 613,578 4,218 SH SOLE 0 0 4,218
PROCEPT BIOROBOTICS CORP COM 74276L105 2,649,024 45,990 SH SOLE 0 0 45,990
PROCTER AND GAMBLE CO COM 742718109 358,111 2,248 SH SOLE 0 0 2,248
QUALCOMM INC COM 747525103 1,608,909 10,102 SH SOLE 0 0 10,102
RTX CORPORATION COM 75513E101 726,958 4,978 SH SOLE 0 0 4,978
SALESFORCE INC COM 79466L302 1,467,339 5,381 SH SOLE 0 0 5,381
SAMSARA INC COM CL A 79589L106 269,430 6,773 SH SOLE 0 0 6,773
SCHWAB CHARLES CORP COM 808513105 499,849 5,478 SH SOLE 0 0 5,478
SERVICENOW INC COM 81762P102 781,341 760 SH SOLE 0 0 760
SHOPIFY INC CL A SUB VTG SHS 82509L107 557,717 4,835 SH SOLE 0 0 4,835
SNOWFLAKE INC CL A 833445109 297,838 1,331 SH SOLE 0 0 1,331
SOUTHERN CO COM 842587107 271,907 2,961 SH SOLE 0 0 2,961
SPDR S&P 500 ETF TR TR UNIT 78462F103 653,067 1,057 SH SOLE 0 0 1,057
STARBUCKS CORP COM 855244109 335,516 3,662 SH SOLE 0 0 3,662
STRYKER CORPORATION COM 863667101 206,873 523 SH SOLE 0 0 523
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 528,401 2,333 SH SOLE 0 0 2,333
TESLA INC COM 88160R101 638,497 2,010 SH SOLE 0 0 2,010
TEXAS INSTRS INC COM 882508104 510,237 2,458 SH SOLE 0 0 2,458
THERMO FISHER SCIENTIFIC INC COM 883556102 521,832 1,287 SH SOLE 0 0 1,287
TJX COS INC NEW COM 872540109 757,664 6,135 SH SOLE 0 0 6,135
TWILIO INC CL A 90138F102 599,415 4,820 SH SOLE 0 0 4,820
UBER TECHNOLOGIES INC COM 90353T100 879,353 9,425 SH SOLE 0 0 9,425
US BANCORP DEL COM NEW 902973304 249,272 5,509 SH SOLE 0 0 5,509
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 351,063 618 SH SOLE 0 0 618
VEEVA SYS INC CL A COM 922475108 296,619 1,030 SH SOLE 0 0 1,030
VERTEX PHARMACEUTICALS INC COM 92532F100 722,114 1,622 SH SOLE 0 0 1,622
VISA INC COM CL A 92826C839 1,124,177 3,166 SH SOLE 0 0 3,166
WALMART INC COM 931142103 206,452 2,111 SH SOLE 0 0 2,111
WASTE MGMT INC DEL COM 94106L109 348,471 1,523 SH SOLE 0 0 1,523
WORKDAY INC CL A 98138H101 230,400 960 SH SOLE 0 0 960
ZSCALER INC COM 98980G102 1,065,826 3,395 SH SOLE 0 0 3,395