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
AAON INC COM 000360206 1,537,380 13,000 SH OTR 13,000 0 0
ABBOTT LABS COM 002824100 1,361,100 15,000 SH OTR 15,000 0 0
ABBVIE INC COM 00287Y109 5,032,800 20,000 SH OTR 20,000 0 0
AIR PRODS & CHEMS INC COM 009158106 1,172,720 4,000 SH OTR 4,000 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107 4,254,960 12,000 SH OTR 12,000 0 0
AMAZON COM INC COM 023135106 2,132,768 8,800 SH OTR 8,800 0 0
AMERICAN TOWER CORP COM 03027X100 1,007,640 6,000 SH OTR 6,000 0 0
AMPHENOL CORP NEW CL A 032095101 3,153,787 18,200 SH OTR 18,200 0 0
ANALOG DEVICES INC COM 032654105 3,375,945 8,500 SH OTR 8,500 0 0
APPLIED MATLS INC COM 308222105 7,230,000 10,000 SH OTR 10,000 0 0
ARISTA NETWORKS INC COM 040413205 1,245,862 7,370 SH OTR 7,370 0 0
AT&T INC COM 00206R102 310,500 15,000 SH OTR 15,000 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 1,119,750 5,000 SH OTR 5,000 0 0
AVERY DENNISON CORP COM 053611109 2,516,425 15,500 SH OTR 15,500 0 0
AXON ENTERPRISE INC COM 05464C101 2,046,204 3,390 SH OTR 3,390 0 0
BANK NEW YORK MELLON CORP COM 064058100 11,568,800 80,000 SH OTR 80,000 0 0
BANK AMERICA CORP COM 060505104 2,279,200 40,000 SH OTR 40,000 0 0
BAXTER INTL INC COM 071813109 852,800 40,000 SH OTR 40,000 0 0
BECTON DICKINSON & CO COM 075887109 756,650 5,000 SH OTR 5,000 0 0
BOEING CO COM 097023105 4,870,575 22,500 SH OTR 22,500 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 2,420,040 42,000 SH OTR 42,000 0 0
BWX TECHNOLOGIES INC COM 05605H100 2,252,575 11,675 SH OTR 11,675 0 0
CATERPILLAR INC COM 149123101 13,311,250 12,500 SH OTR 12,500 0 0
CHEVRON CORP NEW COM 166764100 1,657,600 10,000 SH OTR 10,000 0 0
CISCO SYS INC COM 17275R102 7,047,600 60,000 SH OTR 60,000 0 0
COPART INC COM 217204106 1,585,364 54,800 SH OTR 54,800 0 0
COSTAR GROUP INC COM 22160N109 947,520 32,000 SH OTR 32,000 0 0
EMERSON ELEC CO COM 291011104 6,083,875 42,500 SH OTR 42,500 0 0
EXXON MOBIL CORP COM 30231G102 7,042,837 51,505 SH OTR 51,505 0 0
FASTENAL CO COM 311900104 1,548,320 32,000 SH OTR 32,000 0 0
FERGUSON ENTERPRISES INC COM 31488V107 1,079,068 4,600 SH OTR 4,600 0 0
GALLAGHER ARTHUR J & CO COM 363576109 3,787,905 16,500 SH OTR 16,500 0 0
GLOBE LIFE INC COM 37959E102 12,060,900 67,500 SH OTR 67,500 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 1,367,888 10,500 SH OTR 10,500 0 0
HOME DEPOT INC COM 437076102 8,464,320 24,000 SH OTR 24,000 0 0
HONEYWELL AEROSPACE INC COM 43849R105 1,768,640 8,000 SH OTR 8,000 0 0
HONEYWELL TECHNOLOGIES INC COM 438516205 1,791,200 8,000 SH OTR 8,000 0 0
IDEXX LABORATORIES INC COM 45168D104 2,805,341 5,245 SH OTR 5,245 0 0
ILLINOIS TOOL WKS INC COM 452308109 4,057,050 15,000 SH OTR 15,000 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 954,263 7,500 SH OTR 7,500 0 0
INTEL CORP COM 458140100 11,868,550 85,000 SH OTR 85,000 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1,977,801 9,210 SH OTR 9,210 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 1,307,270 4,330 SH OTR 4,330 0 0
JOHNSON & JOHNSON COM 478160104 25,904,940 102,000 SH OTR 102,000 0 0
JPMORGAN CHASE & CO COM 46625H100 21,931,110 67,000 SH OTR 67,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 2,905,900 10,000 SH OTR 10,000 0 0
LIVE NATION ENTERTAINMENT INC COM 538034109 2,415,567 13,010 SH OTR 13,010 0 0
LOCKHEED MARTIN CORP COM 539830109 4,330,410 8,500 SH OTR 8,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,513,370 6,630 SH OTR 6,630 0 0
MERCK & CO INC COM 58933Y105 8,004,908 62,295 SH OTR 62,295 0 0
META PLATFORMS INC CL A 30303M102 1,164,444 1,880 SH OTR 1,880 0 0
MICROSOFT CORP COM 594918104 8,702,354 23,220 SH OTR 23,220 0 0
NORFOLK SOUTHN CORP COM 655844108 3,932,375 12,500 SH OTR 12,500 0 0
NVIDIA CORP COM 67066G104 3,083,113 15,640 SH OTR 15,640 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 1,381,500 15,000 SH OTR 15,000 0 0
PFIZER INC COM 717081103 3,792,311 157,488 SH OTR 157,488 0 0
PROCTER AND GAMBLE CO COM 742718109 7,332,000 50,000 SH OTR 50,000 0 0
PROGRESSIVE CORP COM 743315103 2,619,512 11,600 SH OTR 11,600 0 0
RTX CORPORATION COM 75513E101 1,517,840 8,000 SH OTR 8,000 0 0
TEXAS INSTRS INC COM 882508104 2,980,700 10,000 SH OTR 10,000 0 0
TRANSDIGM GROUP INC COM 893641100 6,711,378 5,065 SH OTR 5,065 0 0
UNION PAC CORP COM 907818108 4,080,000 15,000 SH OTR 15,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 3,117,225 7,500 SH OTR 7,500 0 0
VEEVA SYS INC CL A COM 922475108 1,213,156 6,475 SH OTR 6,475 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 952,650 22,500 SH OTR 22,500 0 0
VISA INC COM CL A 92826C839 1,149,352 3,350 SH OTR 3,350 0 0
WALMART INC COM 931142103 12,458,600 110,000 SH OTR 110,000 0 0
WASTE MGMT INC DEL COM 94106L109 1,114,400 5,000 SH OTR 5,000 0 0
WATERS CORP COM 941848103 253,527 676 SH OTR 676 0 0
WATSCO INC COM 942622200 2,052,200 5,000 SH OTR 5,000 0 0
WELLS FARGO CO NEW COM 949746101 1,487,520 18,000 SH OTR 18,000 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 1,339,030 3,700 SH OTR 3,700 0 0
ZOETIS INC CL A 98978V103 708,401 9,610 SH OTR 9,610 0 0