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
VULCAN MATLS CO COM Stock 929160109 971,033 3,723 SH SOLE 0 3,723 0 0
GOLDMAN SACHS GROUP INC COM Stock 38141G104 1,997,978 2,823 SH SOLE 0 2,823 0 0
MEDTRONIC PLC SHS Stock G5960L103 1,910,679 21,919 SH SOLE 0 21,919 0 0
PROLOGIS INC. COM REIT 74340W103 1,524,766 14,505 SH SOLE 0 14,505 0 0
EMERSON ELEC CO COM Stock 291011104 1,978,884 14,842 SH SOLE 0 14,842 0 0
HOME DEPOT INC COM Stock 437076102 1,488,925 4,061 SH SOLE 0 4,061 0 0
CENCORA INC COM Stock 03073E105 1,924,137 6,417 SH SOLE 0 6,417 0 0
ALPHABET INC CAP STK CL A Stock 02079K305 2,710,770 15,382 SH SOLE 0 15,382 0 0
MICROSOFT CORP COM Stock 594918104 6,236,029 12,537 SH SOLE 0 12,537 0 0
NEXTERA ENERGY INC COM Stock 65339F101 1,591,801 22,930 SH SOLE 0 22,930 0 0
ASTRAZENECA PLC ORD ADR G0593M107 1,820,723 26,055 SH SOLE 0 26,055 0 0
ELI LILLY & CO COM Stock 532457108 2,006,510 2,574 SH SOLE 0 2,574 0 0
DUKE ENERGY CORP NEW COM NEW Stock 26441C204 1,632,058 13,831 SH SOLE 0 13,831 0 0
DIGITAL RLTY TR INC COM REIT 253868103 1,912,749 10,972 SH SOLE 0 10,972 0 0
FREEPORT MCMORAN INC CL B Stock 35671D857 961,286 22,175 SH SOLE 0 22,175 0 0
DICKS SPORTING GOODS INC COM Stock 253393102 1,868,909 9,448 SH SOLE 0 9,448 0 0
MATCH GROUP INC NEW COM Stock 57667L107 1,243,044 40,241 SH SOLE 0 40,241 0 0
APPLIED INDL TECHNOLOGIES INC COM Stock 03820C105 1,800,790 7,747 SH SOLE 0 7,747 0 0
VISA INC COM CL A Stock 92826C839 1,561,155 4,397 SH SOLE 0 4,397 0 0
BROADCOM INC COM Stock 11135F101 3,650,709 13,244 SH SOLE 0 13,244 0 0
KINDER MORGAN INC DEL COM Stock 49456B101 2,140,496 72,806 SH SOLE 0 72,806 0 0
ABBVIE INC COM Stock 00287Y109 1,598,745 8,613 SH SOLE 0 8,613 0 0
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS ADR 874039100 1,021,470 4,510 SH SOLE 0 4,510 0 0
BLACKSTONE INC COM Stock 09260D107 1,988,367 13,293 SH SOLE 0 13,293 0 0
STRYKER CORPORATION COM Stock 863667101 1,606,258 4,060 SH SOLE 0 4,060 0 0
UNION PAC CORP COM Stock 907818108 1,505,874 6,545 SH SOLE 0 6,545 0 0
SALESFORCE INC COM Stock 79466L302 2,133,799 7,825 SH SOLE 0 7,825 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 2,251,151 7,765 SH SOLE 0 7,765 0 0
TJX COS INC NEW COM Stock 872540109 1,707,990 13,831 SH SOLE 0 13,831 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,015,116 6,836 SH SOLE 0 6,836 0 0
ORACLE CORP COM Stock 68389X105 3,864,723 17,677 SH SOLE 0 17,677 0 0
RTX CORPORATION COM Stock 75513E101 1,788,745 12,250 SH SOLE 0 12,250 0 0
TARGET CORP COM Stock 87612E106 1,546,339 15,675 SH SOLE 0 15,675 0 0
BAKER HUGHES COMPANY CL A Stock 05722G100 1,835,259 47,868 SH SOLE 0 47,868 0 0
EATON CORP PLC SHS Stock G29183103 1,717,479 4,811 SH SOLE 0 4,811 0 0
PHILIP MORRIS INTL INC COM Stock 718172109 2,641,796 14,505 SH SOLE 0 14,505 0 0
ROPER TECHNOLOGIES INC COM Stock 776696106 1,537,270 2,712 SH SOLE 0 2,712 0 0
PNC FINL SVCS GROUP INC COM Stock 693475105 1,743,586 9,353 SH SOLE 0 9,353 0 0
CITIGROUP INC COM NEW Stock 172967424 1,923,116 22,593 SH SOLE 0 22,593 0 0
CAMECO CORP COM Stock 13321L108 1,568,851 21,135 SH SOLE 0 21,135 0 0
BLACKROCK INC COM Stock 09290D101 2,022,954 1,928 SH SOLE 0 1,928 0 0
APPLE INC COM Stock 037833100 3,575,087 17,425 SH SOLE 0 17,425 0 0