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
ABBVIE INC COM 00287Y109 1,989,846 10,720 SH SOLE 10,720 0 0
ADVANCED MICRO DEVICES INC COM 007903107 359,007 2,530 SH SOLE 2,530 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,534,714 22,350 SH SOLE 22,350 0 0
ALPHABET INC CAP STK CL A 02079K305 3,811,855 21,630 SH SOLE 21,630 0 0
ALPHABET INC CAP STK CL C 02079K107 537,846 3,032 SH SOLE 3,032 0 0
AMAZON COM INC COM 023135106 7,058,215 32,172 SH SOLE 32,172 0 0
AMGEN INC COM 031162100 3,061,538 10,965 SH SOLE 10,965 0 0
APPLE INC COM 037833100 3,520,512 17,159 SH SOLE 17,159 0 0
APPLIED MATLS INC COM 038222105 754,615 4,122 SH SOLE 4,122 0 0
ARISTA NETWORKS INC COM SHS 040413205 4,751,788 46,445 SH SOLE 46,445 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 653,133 815 SH SOLE 815 0 0
ATMOS ENERGY CORP COM 049560105 246,576 1,600 SH SOLE 1,600 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 308,400 1,000 SH SOLE 1,000 0 0
BLACKROCK INC COM 09290D101 1,941,113 1,850 SH SOLE 1,850 0 0
BROADCOM INC COM 11135F101 15,207,611 55,170 SH SOLE 55,170 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 431,821 5,900 SH SOLE 5,900 0 0
CATERPILLAR INC COM 149123101 1,106,399 2,850 SH SOLE 2,850 0 0
CHEVRON CORP NEW COM 166764100 2,152,146 15,030 SH SOLE 15,030 0 0
CITIGROUP INC COM NEW 172967424 1,342,342 15,770 SH SOLE 15,770 0 0
COMERICA INC COM 200340107 262,460 4,400 SH SOLE 4,400 0 0
CONOCOPHILLIPS COM 20825C104 565,362 6,300 SH SOLE 6,300 0 0
CORNING INC COM 219350105 1,099,131 20,900 SH SOLE 20,900 0 0
COSTCO WHSL CORP NEW COM 22160K105 8,736,221 8,825 SH SOLE 8,825 0 0
DEERE & CO COM 244199105 2,871,443 5,647 SH SOLE 5,647 0 0
DEVON ENERGY CORP NEW COM 25179M103 318,100 10,000 SH SOLE 10,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 977,234 12,495 SH SOLE 12,495 0 0
ELI LILLY & CO COM 532457108 11,637,603 14,929 SH SOLE 14,929 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 1,252,020 22,000 SH SOLE 22,000 0 0
EQT CORP COM 26884L109 472,392 8,100 SH SOLE 8,100 0 0
EXXON MOBIL CORP COM 30231G102 1,844,027 17,106 SH SOLE 17,106 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,764,421 2,493 SH SOLE 2,493 0 0
HOME DEPOT INC COM 437076102 403,304 1,100 SH SOLE 1,100 0 0
HONEYWELL INTL INC COM 438516106 1,280,840 5,500 SH SOLE 5,500 0 0
IDEXX LABS INC COM 45168D104 1,582,203 2,950 SH SOLE 2,950 0 0
ILLINOIS TOOL WKS INC COM 452308109 247,250 1,000 SH SOLE 1,000 0 0
ISHARES TR CORE S&P500 ETF 464287200 940,043 1,514 SH SOLE 1,514 0 0
ISHARES TR CORE MSCI TOTAL 46432F834 592,117 7,659 SH SOLE 7,659 0 0
ISHARES TR U.S. TECH ETF 464287721 246,390 1,422 SH SOLE 1,422 0 0
JOHNSON & JOHNSON COM 478160104 534,625 3,500 SH SOLE 3,500 0 0
JPMORGAN CHASE & CO. COM 46625H100 3,089,861 10,658 SH SOLE 10,658 0 0
KLA CORP COM NEW 482480100 447,870 500 SH SOLE 500 0 0
LINDE PLC SHS G54950103 1,872,028 3,990 SH SOLE 3,990 0 0
MARRIOTT INTL INC NEW CL A 571903202 1,666,581 6,100 SH SOLE 6,100 0 0
MARTIN MARIETTA MATLS INC COM 573284106 2,188,155 3,986 SH SOLE 3,986 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,615,578 2,875 SH SOLE 2,875 0 0
META PLATFORMS INC CL A 30303M102 1,538,918 2,085 SH SOLE 2,085 0 0
MICROSOFT CORP COM 594918104 15,984,768 32,136 SH SOLE 32,136 0 0
MONOLITHIC PWR SYS INC COM 609839105 2,102,718 2,875 SH SOLE 2,875 0 0
MOODYS CORP COM 615369105 902,862 1,800 SH SOLE 1,800 0 0
NETFLIX INC COM 64110L106 3,517,895 2,627 SH SOLE 2,627 0 0
NOVO-NORDISK A S ADR 670100205 490,042 7,100 SH SOLE 7,100 0 0
NUCOR CORP COM 670346105 628,269 4,850 SH SOLE 4,850 0 0
NVIDIA CORPORATION COM 67066G104 30,723,841 194,467 SH SOLE 194,467 0 0
ONEOK INC NEW COM 682680103 1,534,154 18,794 SH SOLE 18,794 0 0
ORACLE CORP COM 68389X105 2,028,886 9,280 SH SOLE 9,280 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 7,449,245 82,650 SH SOLE 82,650 0 0
OTIS WORLDWIDE CORP COM 68902V107 222,795 2,250 SH SOLE 2,250 0 0
PAYCOM SOFTWARE INC COM 70432V102 370,240 1,600 SH SOLE 1,600 0 0
PHILIP MORRIS INTL INC COM 718172109 309,621 1,700 SH SOLE 1,700 0 0
POWELL INDS INC COM 739128106 2,927,360 13,910 SH SOLE 13,910 0 0
PROCTER AND GAMBLE CO COM 742718109 635,846 3,991 SH SOLE 3,991 0 0
QUANTA SVCS INC COM 74762E102 3,911,238 10,345 SH SOLE 10,345 0 0
RBC BEARINGS INC COM 75524B104 240,500 625 SH SOLE 625 0 0
RTX CORPORATION COM 75513E101 4,083,595 27,966 SH SOLE 27,966 0 0
SALESFORCE INC COM 79466L302 1,595,237 5,850 SH SOLE 5,850 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 707,217 4,900 SH SOLE 4,900 0 0
SIMON PPTY GROUP INC NEW COM 828806109 622,141 3,870 SH SOLE 3,870 0 0
SPDR GOLD TR GOLD SHS 78463V107 5,411,342 17,752 SH SOLE 17,752 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 731,534 1,184 SH SOLE 1,184 0 0
STERLING INFRASTRUCTURE INC COM 859241101 207,657 900 SH SOLE 900 0 0
STRYKER CORPORATION COM 863667101 454,975 1,150 SH SOLE 1,150 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,254,755 5,540 SH SOLE 5,540 0 0
TESLA INC COM 88160R101 476,490 1,500 SH SOLE 1,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 2,161,507 5,331 SH SOLE 5,331 0 0
TJX COS INC NEW COM 872540109 4,528,255 36,669 SH SOLE 36,669 0 0
TRACTOR SUPPLY CO COM 892356106 1,435,344 27,200 SH SOLE 27,200 0 0
TRANSDIGM GROUP INC COM 893641100 4,954,245 3,258 SH SOLE 3,258 0 0
ULTA BEAUTY INC COM 90384S303 383,612 820 SH SOLE 820 0 0
UNION PAC CORP COM 907818108 230,080 1,000 SH SOLE 1,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,606,645 5,150 SH SOLE 5,150 0 0
VEEVA SYS INC CL A COM 922475108 719,950 2,500 SH SOLE 2,500 0 0
VERISK ANALYTICS INC COM 92345Y106 218,050 700 SH SOLE 700 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 3,608,891 83,404 SH SOLE 83,404 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,793,266 4,028 SH SOLE 4,028 0 0
VISA INC COM CL A 92826C839 6,037,625 17,005 SH SOLE 17,005 0 0
WALMART INC COM 931142103 7,066,169 72,266 SH SOLE 72,266 0 0