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 LABORATORIES COM 002824100 2,046,726 19,935 SH SOLE 0 0 19,935
ABBVIE INC COM 00287Y109 4,020,303 18,485 SH SOLE 0 0 18,485
ADVANCED MICRO DEVICES INC COM 007903107 8,067,017 39,655 SH SOLE 0 0 39,655
ALPHABET INC CAP STK CL A 02079K305 3,415,063 11,876 SH SOLE 0 0 11,876
AMAZON COM INC COM 023135106 1,436,022 6,895 SH SOLE 0 0 6,895
AMERICAN TOWER CORP COM 03027X100 1,891,477 10,960 SH SOLE 0 0 10,960
APPLE INC COM 037833100 3,725,637 14,680 SH SOLE 0 0 14,680
ARES CAPITAL CORP COM 04010L103 694,311 38,530 SH SOLE 0 0 38,530
ARISTA NETWORKS INC COM SHS 040413205 1,741,634 14,185 SH SOLE 0 0 14,185
ASML HLDG NV N Y REGISTRY SHS N07059210 2,588,827 1,960 SH SOLE 0 0 1,960
AUTOMATIC DATA PROCESSING IN COM 053015103 2,725,863 13,416 SH SOLE 0 0 13,416
BLACKSTONE INC COM 09260D107 4,282,458 37,242 SH SOLE 0 0 37,242
CARRIER GLOBAL CORPORATION COM 14448C104 827,644 14,698 SH SOLE 0 0 14,698
CATERPILLAR INC COM 149123101 2,987,576 4,217 SH SOLE 0 0 4,217
CONSTELLATION ENERGY CORP COM 21037T109 1,528,894 5,475 SH SOLE 0 0 5,475
CORNING INC COM 219350105 9,640,953 70,905 SH SOLE 0 0 70,905
COSTCO WHOLESALE CORPORATION COM 22160K105 3,611,062 3,624 SH SOLE 0 0 3,624
CROWDSTRIKE HLDGS INC CL A 22788C105 1,050,984 2,692 SH SOLE 0 0 2,692
CSX CORP COM 126408103 1,027,317 25,026 SH SOLE 0 0 25,026
DANAHER CORP DEL COM 235851102 245,532 1,295 SH SOLE 0 0 1,295
DELL TECHNOLOGIES INC CL C 24703L202 3,658,950 22,293 SH SOLE 0 0 22,293
DIGITAL RLTY TR INC COM 253868103 1,936,356 10,745 SH SOLE 0 0 10,745
FIGURE TECHNOLOGY SOLUTIO COM CL A 349381103 469,698 13,835 SH SOLE 0 0 13,835
GENERAL DYNAMICS CORP COM 369550108 1,947,774 5,675 SH SOLE 0 0 5,675
HOME DEPOT INC COM 437076102 765,985 2,329 SH SOLE 0 0 2,329
HONEYWELL INTL INC COM 438516106 3,022,699 13,373 SH SOLE 0 0 13,373
HUBBELL INC COM 443510607 11,377,316 23,184 SH SOLE 0 0 23,184
HUNTINGTON INGALLS INDS INC COM 446413106 1,228,976 3,235 SH SOLE 0 0 3,235
IRON MTN INC DEL COM 46284V101 5,309,421 51,982 SH SOLE 0 0 51,982
JOHNSON & JOHNSON COM 478160104 3,725,266 15,240 SH SOLE 0 0 15,240
JPMORGAN CHASE & CO COM 46625H100 10,364,728 35,235 SH SOLE 0 0 35,235
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 959,853 13,613 SH SOLE 0 0 13,613
L3HARRIS TECHNOLOGIES INC COM 502431109 659,236 1,910 SH SOLE 0 0 1,910
LINDE PLC SHS G54950103 208,397 1,340 SH SOLE 0 0 1,340
LOCKHEED MARTIN CORP COM 539830109 9,210,904 15,240 SH SOLE 0 0 15,240
MASTERCARD INCORPORATED CL A 57636Q104 850,921 1,703 SH SOLE 0 0 1,703
MERCK & CO INC COM 58933Y105 3,468,562 28,835 SH SOLE 0 0 28,835
MICRON TECHNOLOGY INC COM 595112103 3,609,820 10,685 SH SOLE 0 0 10,685
MICROSOFT CORP COM 594918104 5,398,929 14,585 SH SOLE 0 0 14,585
MORGAN STANLEY COM NEW 617446448 3,307,857 20,100 SH SOLE 0 0 20,100
NETFLIX INC. COM 64110L106 3,283,522 34,150 SH SOLE 0 0 34,150
NORFOLK SOUTHN CORP COM 655844108 1,172,108 4,084 SH SOLE 0 0 4,084
NORTHROP GRUMMAN CORP COM 666807102 4,808,428 7,048 SH SOLE 0 0 7,048
NVIDIA CORPORATION COM 67066G104 35,860,128 205,620 SH SOLE 0 0 205,620
PALO ALTO NETWORKS INC COM 697435105 1,542,118 9,619 SH SOLE 0 0 9,619
PFIZER INC COM 717081103 2,588,976 92,200 SH SOLE 0 0 92,200
PUBLIC STORAGE OPER CO COM 74460D109 1,791,059 6,612 SH SOLE 0 0 6,612
QUEST DIAGNOSTICS INC COM 74834L100 603,618 3,080 SH SOLE 0 0 3,080
RED CAT HLDGS INC COM 75644T100 297,601 22,735 SH SOLE 0 0 22,735
RTX CORPORATION COM 75513E101 4,998,811 25,914 SH SOLE 0 0 25,914
SEMPRA COM 816851109 4,644,726 47,800 SH SOLE 0 0 47,800
SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 714,000 9,375 SH SOLE 0 0 9,375
SYMBOTIC INC CLASS A COM 87151X101 426,026 8,008 SH SOLE 0 0 8,008
UNION PAC CORP COM 907818108 8,985,432 37,035 SH SOLE 0 0 37,035
VERTIV HOLDINGS CO COM CL A 92537N108 3,454,294 13,785 SH SOLE 0 0 13,785
WASTE MGMT INC DEL COM 94106L109 1,957,351 8,518 SH SOLE 0 0 8,518