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 588,903 6,490 SH SOLE 0 0 6,490
ABBVIE INC COM 00287Y109 2,157,077 8,572 SH SOLE 0 0 8,572
ADVANCED MICRO DEVICES INC COM 007903107 18,235,346 31,391 SH SOLE 0 0 31,391
ALPHABET INC CAP STK CL C 02079K107 2,873,986 8,134 SH SOLE 0 0 8,134
ALPHABET INC CAP STK CL A 02079K305 4,047,135 11,325 SH SOLE 0 0 11,325
AMAZON COM INC COM 023135106 1,508,454 6,329 SH SOLE 0 0 6,329
AMERICAN ELEC PWR CO INC COM 025537101 210,765 1,541 SH SOLE 0 0 1,541
AMERICAN EXPRESS CO COM 025816109 1,902,000 5,623 SH SOLE 0 0 5,623
AMGEN INC COM 031162100 1,202,130 3,320 SH SOLE 0 0 3,320
APPLE INC COM 037833100 19,219,493 66,421 SH SOLE 0 0 66,421
APPLIED MATLS INC COM 038222105 216,900 300 SH SOLE 0 0 300
ARISTA NETWORKS INC COM SHS 040413205 511,169 3,009 SH SOLE 0 0 3,009
ARM HOLDINGS PLC SPONSORED ADS 042068205 513,063 1,447 SH SOLE 0 0 1,447
AUTOLIV INC COM 052800109 266,378 2,293 SH SOLE 0 0 2,293
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 648,505 1,296 SH SOLE 0 0 1,296
BLOCK INC CL A 852234103 255,132 3,357 SH SOLE 0 0 3,357
BOEING CO COM 097023105 390,295 1,803 SH SOLE 0 0 1,803
BRISTOL-MYERS SQUIBB CO COM 110122108 680,405 11,808 SH SOLE 0 0 11,808
BROADCOM INC COM 11135F101 6,128,279 16,223 SH SOLE 0 0 16,223
CADENCE DESIGN SYSTEM INC COM 127387108 957,441 2,551 SH SOLE 0 0 2,551
CARLYLE GROUP INC COM 14316J108 208,445 4,950 SH SOLE 0 0 4,950
CARRIER GLOBAL CORPORATION COM 14448C104 357,288 4,871 SH SOLE 0 0 4,871
CATERPILLAR INC COM 149123101 399,688 375 SH SOLE 0 0 375
CHEVRON CORPORATION COM 166764100 245,781 1,483 SH SOLE 0 0 1,483
CHUBB LIMITED COM H1467J104 1,198,676 3,518 SH SOLE 0 0 3,518
CIRRUS LOGIC INC COM 172755100 254,729 1,715 SH SOLE 0 0 1,715
CISCO SYS INC COM 17275R102 1,562,539 13,303 SH SOLE 0 0 13,303
CLOUDFLARE INC CL A COM 18915M107 235,959 962 SH SOLE 0 0 962
COCA COLA CO COM 191216100 201,683 2,482 SH SOLE 0 0 2,482
CONSTELLATION ENERGY CORP COM 21037T109 345,940 1,393 SH SOLE 0 0 1,393
CORNING INC COM 219350105 1,041,987 4,079 SH SOLE 0 0 4,079
COSTCO WHOLESALE CORPORATION COM 22160K105 728,300 779 SH SOLE 0 0 779
CROWDSTRIKE HLDGS INC CL A 22788C105 3,122,006 4,091 SH SOLE 0 0 4,091
CUMMINS INC COM 231021106 247,484 347 SH SOLE 0 0 347
DELL TECHNOLOGIES INC CL C 24703L202 976,838 2,264 SH SOLE 0 0 2,264
EATON CORP PLC SHS G29183103 1,458,670 3,423 SH SOLE 0 0 3,423
EDWARDS LIFESCIENCES CORP COM 28176E108 239,267 2,645 SH SOLE 0 0 2,645
ELI LILLY & CO COM 532457108 6,248,995 5,210 SH SOLE 0 0 5,210
EMERSON ELEC CO COM 291011104 788,950 5,511 SH SOLE 0 0 5,511
ENBRIDGE INC COM 29250N105 313,442 5,782 SH SOLE 0 0 5,782
ENTERPRISE PRODS PARTNERS L COM 293792107 208,166 5,663 SH SOLE 0 0 5,663
EXPEDIA GROUP INC COM NEW 30212P303 229,524 897 SH SOLE 0 0 897
EXXON MOBIL CORP COM 30231G102 1,263,124 9,239 SH SOLE 0 0 9,239
FORTINET INC COM 34959E109 7,023,506 45,720 SH SOLE 0 0 45,720
GE AEROSPACE COM NEW 369604301 283,795 759 SH SOLE 0 0 759
GE VERNOVA INC COM 36828A101 2,211,139 1,882 SH SOLE 0 0 1,882
GOLDMAN SACHS GROUP INC COM 38141G104 1,384,566 1,369 SH SOLE 0 0 1,369
HOME DEPOT INC COM 437076102 1,311,845 3,720 SH SOLE 0 0 3,720
HONEYWELL AEROSPACE INC COM 43849R105 613,055 2,773 SH SOLE 0 0 2,773
HONEYWELL INTL INC COM 438516205 620,875 2,773 SH SOLE 0 0 2,773
HUNTINGTON BANCSHARES INC COM 446150104 454,785 25,651 SH SOLE 0 0 25,651
INTERCONTINENTAL EXCHANGE IN COM 45866F104 209,515 1,702 SH SOLE 0 0 1,702
INTERNATIONAL BUSINESS MACHS COM 459200101 587,631 2,090 SH SOLE 0 0 2,090
INTUITIVE SURGICAL INC COM NEW 46120E602 588,566 1,480 SH SOLE 0 0 1,480
INVESCO QQQ TR UNIT SER 1 46090E103 245,242 333 SH SOLE 0 0 333
IQVIA HLDGS INC COM 46266C105 308,186 1,595 SH SOLE 0 0 1,595
ISHARES TR S&P 500 VAL ETF 464287408 339,455 1,495 SH SOLE 0 0 1,495
ISHARES TR S&P 500 GRWT ETF 464287309 718,191 5,222 SH SOLE 0 0 5,222
ISHARES TR RUSSELL 2000 ETF 464287655 622,978 2,073 SH SOLE 0 0 2,073
JOHNSON & JOHNSON COM 478160104 431,759 1,700 SH SOLE 0 0 1,700
JPMORGAN CHASE & CO COM 46625H100 2,524,553 7,713 SH SOLE 0 0 7,713
KINDER MORGAN INC DEL COM 49456B101 473,090 14,798 SH SOLE 0 0 14,798
LAM RESEARCH CORP COM NEW 512807306 6,234,114 14,387 SH SOLE 0 0 14,387
LIVE NATION ENTERTAINMENT IN COM 538034109 329,598 1,800 SH SOLE 0 0 1,800
LOWES COS INC COM 548661107 675,832 3,065 SH SOLE 0 0 3,065
MARATHON PETE CORP COM 56585A102 298,088 1,166 SH SOLE 0 0 1,166
MARVELL TECHNOLOGY INC COM 573874104 2,516,877 8,449 SH SOLE 0 0 8,449
MASCO CORP COM 574599106 512,654 6,300 SH SOLE 0 0 6,300
MASTEC INC COM 576323109 2,306,637 5,544 SH SOLE 0 0 5,544
MASTERCARD INCORPORATED CL A 57636Q104 1,465,739 2,854 SH SOLE 0 0 2,854
MCDONALDS CORP COM 580135101 568,830 2,104 SH SOLE 0 0 2,104
MERCK & CO INC COM 58933Y105 389,195 3,029 SH SOLE 0 0 3,029
META PLATFORMS INC CL A 30303M102 3,076,205 5,461 SH SOLE 0 0 5,461
MICRON TECHNOLOGY INC COM 595112103 5,857,330 5,074 SH SOLE 0 0 5,074
MICROSOFT CORP COM 594918104 1,738,402 4,660 SH SOLE 0 0 4,660
NOVO-NORDISK A S ADR 670100205 216,209 4,510 SH SOLE 0 0 4,510
NVIDIA CORPORATION COM 67066G104 46,900,247 234,396 SH SOLE 0 0 234,396
NXP SEMICONDUCTORS N V COM N6596X109 686,837 2,444 SH SOLE 0 0 2,444
ON HLDG AG NAMEN AKT A H5919C104 449,480 12,690 SH SOLE 0 0 12,690
ONEOK INC NEW COM 682680103 918,159 10,561 SH SOLE 0 0 10,561
ORACLE CORP COM 68389X105 1,382,799 9,436 SH SOLE 0 0 9,436
PALANTIR TECHNOLOGIES INC CL A 69608A108 1,309,737 11,226 SH SOLE 0 0 11,226
PALO ALTO NETWORKS INC COM 697435105 7,727,172 22,659 SH SOLE 0 0 22,659
PARKER-HANNIFIN CORP COM 701094104 1,032,730 1,056 SH SOLE 0 0 1,056
PAYCHEX INC COM 704326107 353,093 3,591 SH SOLE 0 0 3,591
PNC FINL SVCS GROUP INC COM 693475105 237,447 964 SH SOLE 0 0 964
PROCEPT BIOROBOTICS CORP COM 74276L105 1,029,874 45,610 SH SOLE 0 0 45,610
PROCTER & GAMBLE CO COM 742718109 293,168 1,999 SH SOLE 0 0 1,999
QUALCOMM INC COM 747525103 1,650,458 8,932 SH SOLE 0 0 8,932
QUANTA SVCS INC COM 74762E102 270,048 375 SH SOLE 0 0 375
ROBINHOOD MKTS INC COM CL A 770700102 625,847 6,241 SH SOLE 0 0 6,241
ROCKWELL AUTOMATION INC COM 773903109 219,394 443 SH SOLE 0 0 443
RTX CORPORATION COM 75513E101 955,208 5,035 SH SOLE 0 0 5,035
SALESFORCE INC COM 79466L302 689,055 4,398 SH SOLE 0 0 4,398
SCHWAB CHARLES CORP COM 808513105 572,615 6,206 SH SOLE 0 0 6,206
SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 235,884 4,400 SH SOLE 0 0 4,400
SERVICENOW INC COM 81762P102 410,026 4,130 SH SOLE 0 0 4,130
SERVICETITAN INC SHS CL A 81764X103 327,529 4,632 SH SOLE 0 0 4,632
SHOPIFY INC CL A SUB VTG SHS 82509L107 557,769 4,885 SH SOLE 0 0 4,885
SNOWFLAKE INC COM SHS 833445109 590,949 2,322 SH SOLE 0 0 2,322
SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 236,928 2,674 SH SOLE 0 0 2,674
SOUTHERN CO COM 842587107 276,245 2,886 SH SOLE 0 0 2,886
SPDR SERIES TRUST ST STR SP BIOT 78464A870 266,413 1,683 SH SOLE 0 0 1,683
STARBUCKS CORP COM 855244109 409,567 4,008 SH SOLE 0 0 4,008
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 1,077,589 1,443 SH SOLE 0 0 1,443
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 1,135,661 2,378 SH SOLE 0 0 2,378
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 202,484 810 SH SOLE 0 0 810
TERADYNE INC COM 880770102 829,786 1,715 SH SOLE 0 0 1,715
TESLA INC COM 88160R101 859,286 2,043 SH SOLE 0 0 2,043
TEXAS INSTRS INC COM 882508104 704,486 2,363 SH SOLE 0 0 2,363
THERMO FISHER SCIENTIFIC INC COM 883556102 597,230 1,191 SH SOLE 0 0 1,191
TJX COS INC NEW COM 872540109 899,985 5,940 SH SOLE 0 0 5,940
TWILIO INC CL A 90138F102 994,511 4,820 SH SOLE 0 0 4,820
UBER TECHNOLOGIES INC COM 90353T100 696,921 9,658 SH SOLE 0 0 9,658
UNITEDHEALTH GROUP INC COM 91324P102 383,688 923 SH SOLE 0 0 923
US BANCORP COM NEW 902973304 401,546 6,648 SH SOLE 0 0 6,648
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 425,523 620 SH SOLE 0 0 620
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 206,243 1,305 SH SOLE 0 0 1,305
VERTEX PHARMACEUTICALS INC COM 92532F100 780,860 1,572 SH SOLE 0 0 1,572
VERTIV HOLDINGS CO COM CL A 92537N108 400,110 1,195 SH SOLE 0 0 1,195
VISA INC COM CL A 92826C839 1,077,880 3,142 SH SOLE 0 0 3,142
WALMART INC COM 931142103 254,117 2,244 SH SOLE 0 0 2,244
WASTE MGMT INC DEL COM 94106L109 312,494 1,402 SH SOLE 0 0 1,402
ZSCALER INC COM 98980G102 406,371 2,879 SH SOLE 0 0 2,879