The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ADOBE INC | COM | 00724F101 | 265,706 | 1,296 | SH | SOLE | 292 | 0 | 1,004 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 4,504,957 | 7,755 | SH | SOLE | 2,256 | 0 | 5,499 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 11,114,207 | 31,100 | SH | SOLE | 9,537 | 0 | 21,563 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 4,066,780 | 12,023 | SH | SOLE | 3,816 | 0 | 8,207 | ||
| ANALOG DEVICES INC | COM | 032654105 | 2,319,076 | 5,839 | SH | SOLE | 1,561 | 0 | 4,278 | ||
| APPLE INC | COM | 037833100 | 12,508,743 | 43,229 | SH | SOLE | 12,940 | 0 | 30,289 | ||
| APPLIED MATLS INC | COM | 038222105 | 5,387,073 | 7,451 | SH | SOLE | 3,090 | 0 | 4,361 | ||
| ASML HLDG NV | NY REGISTRY SHS | N07059210 | 6,394,060 | 3,214 | SH | SOLE | 1,298 | 0 | 1,916 | ||
| AUTODESK INC | COM | 052769106 | 392,534 | 2,019 | SH | SOLE | 294 | 0 | 1,725 | ||
| BAKER HUGHES COMPANY | CL A | 05722G100 | 384,393 | 6,926 | SH | SOLE | 1,332 | 0 | 5,594 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 225,652 | 1,266 | SH | SOLE | 560 | 0 | 706 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 726,755 | 17,028 | SH | SOLE | 1,053 | 0 | 15,975 | ||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 2,140,450 | 5,703 | SH | SOLE | 1,272 | 0 | 4,431 | ||
| CATERPILLAR INC | COM | 149123101 | 2,114,891 | 1,986 | SH | SOLE | 384 | 0 | 1,602 | ||
| CISCO SYS INC | COM | 17275R102 | 729,192 | 6,208 | SH | SOLE | 2,660 | 0 | 3,548 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 344,900 | 3,762 | SH | SOLE | 1,825 | 0 | 1,937 | ||
| CUMMINS INC | COM | 231021106 | 4,812,028 | 6,747 | SH | SOLE | 2,017 | 0 | 4,730 | ||
| DEERE & CO | COM | 244199105 | 3,942,995 | 6,216 | SH | SOLE | 2,269 | 0 | 3,947 | ||
| DELTA AIR LINES INC | COM NEW | 247361702 | 677,443 | 7,233 | SH | SOLE | 1,208 | 0 | 6,025 | ||
| EATON CORP PLC | SHS | G29183103 | 420,580 | 987 | SH | SOLE | 0 | 0 | 987 | ||
| ELI LILLY & CO | COM | 532457108 | 1,233,014 | 1,028 | SH | SOLE | 876 | 0 | 152 | ||
| FACTSET RESH SYS INC | COM | 303075105 | 284,609 | 1,237 | SH | SOLE | 17 | 0 | 1,220 | ||
| GE AEROSPACE | COM NEW | 369604301 | 1,609,281 | 4,306 | SH | SOLE | 1,102 | 0 | 3,204 | ||
| GE VERNOVA INC | COM | 36828A101 | 1,127,866 | 960 | SH | SOLE | 88 | 0 | 872 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 530,719 | 1,606 | SH | SOLE | 0 | 0 | 1,606 | ||
| INTUIT | COM | 461202103 | 1,954,890 | 7,490 | SH | SOLE | 2,188 | 0 | 5,302 | ||
| ISHARES TR | CORE S&P500 ETF | 464287200 | 1,143,555 | 1,527 | SH | SOLE | 0 | 0 | 1,527 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 537,147 | 2,115 | SH | SOLE | 1,892 | 0 | 223 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 3,616,342 | 11,048 | SH | SOLE | 2,409 | 0 | 8,639 | ||
| KLA CORP | COM NEW | 482480100 | 2,280,928 | 7,560 | SH | SOLE | 1,010 | 0 | 6,550 | ||
| LAM RESEARCH CORP | COM NEW | 512807306 | 4,042,969 | 9,330 | SH | SOLE | 1,377 | 0 | 7,953 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 538,097 | 1,452 | SH | SOLE | 0 | 0 | 1,452 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 4,539,710 | 8,839 | SH | SOLE | 2,893 | 0 | 5,946 | ||
| MERCK & CO INC | COM | 58933Y105 | 1,006,926 | 7,836 | SH | SOLE | 6,688 | 0 | 1,148 | ||
| MICROSOFT CORP | COM | 594918104 | 8,160,559 | 21,877 | SH | SOLE | 6,655 | 0 | 15,222 | ||
| MORGAN STANLEY | COM NEW | 617446448 | 603,708 | 2,888 | SH | SOLE | 0 | 0 | 2,888 | ||
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 1,336,819 | 3,219 | SH | SOLE | 388 | 0 | 2,831 | ||
| NOVO-NORDISK A S | ADR | 670100205 | 465,449 | 9,709 | SH | SOLE | 8,173 | 0 | 1,536 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 13,036,464 | 65,153 | SH | SOLE | 19,780 | 0 | 45,373 | ||
| NXP SEMICONDUCTORS NV | COM | N6596X109 | 353,817 | 1,259 | SH | SOLE | 0 | 0 | 1,259 | ||
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 3,350,802 | 15,470 | SH | SOLE | 6,531 | 0 | 8,939 | ||
| PROCTER & GAMBLE CO | COM | 742718109 | 1,000,085 | 6,820 | SH | SOLE | 1,375 | 0 | 5,445 | ||
| PROGRESSIVE CORP | COM | 743315103 | 577,363 | 2,643 | SH | SOLE | 0 | 0 | 2,643 | ||
| RLI CORP | COM | 749607107 | 4,023,021 | 68,106 | SH | SOLE | 24,431 | 0 | 43,675 | ||
| ROPER TECHNOLOGIES INC | COM | 776696106 | 439,907 | 1,300 | SH | SOLE | 298 | 0 | 1,002 | ||
| S&P GLOBAL INC | COM | 78409V104 | 3,571,263 | 8,769 | SH | SOLE | 2,937 | 0 | 5,832 | ||
| SALESFORCE INC | COM | 79466L302 | 708,573 | 4,523 | SH | SOLE | 1,315 | 0 | 3,208 | ||
| SERVICENOW INC | COM | 81762P102 | 1,182,921 | 11,915 | SH | SOLE | 640 | 0 | 11,275 | ||
| SLB LIMITED | COM STK | 806857108 | 338,447 | 7,280 | SH | SOLE | 1,636 | 0 | 5,644 | ||
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 970,801 | 1,300 | SH | Put | SOLE | 0 | 0 | 1,300 | |
| STEEL DYNAMICS INC | COM | 858119100 | 4,076,127 | 17,764 | SH | SOLE | 7,115 | 0 | 10,649 | ||
| STRYKER CORPORATION | COM | 863667101 | 1,333,347 | 4,235 | SH | SOLE | 530 | 0 | 3,705 | ||
| SYNOPSYS INC | COM | 871607107 | 1,433,223 | 3,213 | SH | SOLE | 864 | 0 | 2,349 | ||
| TEXAS INSTRS INC | COM | 882508104 | 2,193,795 | 7,360 | SH | SOLE | 3,787 | 0 | 3,573 | ||
| TRAVELERS COMPANIES INC | COM | 89417E109 | 739,469 | 2,240 | SH | SOLE | 242 | 0 | 1,998 | ||
| UNITED RENTALS INC | COM | 911363109 | 369,322 | 326 | SH | SOLE | 0 | 0 | 326 | ||
| WW GRAINGER INC | COM | 384802104 | 531,916 | 391 | SH | SOLE | 0 | 0 | 391 | ||