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
ALPHABET INC CAP STK CL A 02079K305 9,126,423 51,787 SH SOLE 51,787 0 0
AMAZON COM INC COM 023135106 7,923,928 36,118 SH SOLE 36,118 0 0
AMERICAN EXPRESS CO COM 025816109 8,353,767 26,189 SH SOLE 26,189 0 0
AMPHENOL CORP NEW CL A 032095101 7,433,604 75,277 SH SOLE 75,277 0 0
APPLE INC COM 037833100 9,347,869 45,562 SH SOLE 45,562 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 311,176 1,009 SH SOLE 1,009 0 0
AUTOZONE INC COM 053332102 237,583 64 SH SOLE 64 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 392,988 809 SH SOLE 809 0 0
BLACKROCK INC COM 09290D101 5,082,567 4,844 SH SOLE 4,844 0 0
BOOKING HOLDINGS INC COM 09857L108 5,436,096 939 SH SOLE 939 0 0
BROADCOM INC COM 11135F101 19,743,431 71,625 SH SOLE 71,625 0 0
CAPITAL ONE FINL CORP COM 14040H105 5,662,820 26,616 SH SOLE 26,616 0 0
CATERPILLAR INC COM 149123101 5,702,805 14,690 SH SOLE 14,690 0 0
CBRE GROUP INC CL A 12504L109 6,933,558 49,483 SH SOLE 49,483 0 0
CHEVRON CORP NEW COM 166764100 228,818 1,598 SH SOLE 1,598 0 0
CISCO SYS INC COM 17275R102 738,550 10,645 SH SOLE 10,645 0 0
COLGATE PALMOLIVE CO COM 194162103 345,420 3,800 SH SOLE 3,800 0 0
CONOCOPHILLIPS COM 20825C104 347,742 3,875 SH SOLE 3,875 0 0
COSTCO WHSL CORP NEW COM 22160K105 274,213 277 SH SOLE 277 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 8,955,198 17,583 SH SOLE 17,583 0 0
DIAMONDBACK ENERGY INC COM 25278X109 4,800,206 34,936 SH SOLE 34,936 0 0
DISNEY WALT CO COM 254687106 4,965,360 40,040 SH SOLE 40,040 0 0
EATON CORP PLC SHS G29183103 7,989,793 22,381 SH SOLE 22,381 0 0
ELI LILLY & CO COM 532457108 763,160 979 SH SOLE 979 0 0
EXXON MOBIL CORP COM 30231G102 1,230,537 11,415 SH SOLE 11,415 0 0
GLOBANT S A COM L44385109 2,021,735 22,256 SH SOLE 22,256 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 6,776,706 9,575 SH SOLE 9,575 0 0
HOME DEPOT INC COM 437076102 7,080,918 19,313 SH SOLE 19,313 0 0
HONEYWELL INTL INC COM 438516106 308,566 1,325 SH SOLE 1,325 0 0
HUBBELL INC COM 443510607 5,170,471 12,660 SH SOLE 12,660 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,221,863 4,145 SH SOLE 4,145 0 0
JPMORGAN CHASE & CO. COM 46625H100 264,108 911 SH SOLE 911 0 0
KIMBERLY-CLARK CORP COM 494368103 221,742 1,720 SH SOLE 1,720 0 0
LINDE PLC SHS G54950103 8,288,534 17,666 SH SOLE 17,666 0 0
MARSH & MCLENNAN COS INC COM 571748102 527,141 2,411 SH SOLE 2,411 0 0
MASTERCARD INCORPORATED CL A 57636Q104 5,986,347 10,653 SH SOLE 10,653 0 0
META PLATFORMS INC CL A 30303M102 314,426 426 SH SOLE 426 0 0
MICROSOFT CORP COM 594918104 1,326,592 2,667 SH SOLE 2,667 0 0
MOODYS CORP COM 615369105 264,840 528 SH SOLE 528 0 0
NETFLIX INC COM 64110L106 8,532,936 6,372 SH SOLE 6,372 0 0
NVIDIA CORPORATION COM 67066G104 468,756 2,967 SH SOLE 2,967 0 0
ORACLE CORP COM 68389X105 8,018,474 36,676 SH SOLE 36,676 0 0
PALO ALTO NETWORKS INC COM 697435105 6,961,853 34,020 SH SOLE 34,020 0 0
PEPSICO INC COM 713448108 326,139 2,470 SH SOLE 2,470 0 0
PROCTER AND GAMBLE CO COM 742718109 1,827,878 11,473 SH SOLE 11,473 0 0
QUANTA SVCS INC COM 74762E102 10,444,082 27,624 SH SOLE 27,624 0 0
S&P GLOBAL INC COM 78409V104 5,453,760 10,343 SH SOLE 10,343 0 0
SCHLUMBERGER LTD COM STK 806857108 301,023 8,906 SH SOLE 8,906 0 0
SIMMONS 1ST NATL CORP CL A $1 PAR 828730200 258,102 13,613 SH SOLE 13,613 0 0
STRYKER CORPORATION COM 863667101 6,145,321 15,533 SH SOLE 15,533 0 0
TESLA INC COM 88160R101 301,142 948 SH SOLE 948 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,350,450 13,196 SH SOLE 13,196 0 0
TYLER TECHNOLOGIES INC COM 902252105 7,782,804 13,128 SH SOLE 13,128 0 0
VISA INC COM CL A 92826C839 243,919 687 SH SOLE 687 0 0
WALMART INC COM 931142103 800,818 8,190 SH SOLE 8,190 0 0
WELLS FARGO CO NEW COM 949746101 5,682,351 70,923 SH SOLE 70,923 0 0