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
ABBVIE INC COM 00287Y109 4,848,571 18,535 SH SOLE 0 0 18,535
ADVANCED MICRO DEVICES INC COM 007903107 23,739,347 38,805 SH SOLE 0 0 38,805
ALPHABET INC CAP STK CL A 02079K305 4,086,294 11,876 SH SOLE 0 0 11,876
AMAZON COM INC COM 023135106 1,730,347 6,945 SH SOLE 0 0 6,945
AMERICAN TOWER CORP COM 03027X100 1,815,322 11,090 SH SOLE 0 0 11,090
APPLE INC COM 037833100 4,855,432 14,580 SH SOLE 0 0 14,580
ARES CAPITAL CORP COM 04010L103 742,608 38,880 SH SOLE 0 0 38,880
ARISTA NETWORKS INC COM SHS 040413205 2,884,870 14,170 SH SOLE 0 0 14,170
ASML HLDG NV N Y REGISTRY SHS N07059210 3,550,873 1,960 SH SOLE 0 0 1,960
AST SPACEMOBILE INC COM CL A 00217D100 524,737 8,915 SH SOLE 0 0 8,915
AUTOMATIC DATA PROCESSING IN COM 053015103 3,462,133 13,416 SH SOLE 0 0 13,416
BLACKSTONE INC COM 09260D107 4,187,346 37,357 SH SOLE 0 0 37,357
CATERPILLAR INC COM 149123101 3,419,101 4,217 SH SOLE 0 0 4,217
CONSTELLATION ENERGY CORP COM 21037T109 1,426,322 5,615 SH SOLE 0 0 5,615
CORNING INC COM 219350105 10,912,040 70,968 SH SOLE 0 0 70,968
COSTCO WHOLESALE CORPORATION COM 22160K105 3,299,072 3,624 SH SOLE 0 0 3,624
CROWDSTRIKE HLDGS INC CL A 22788C105 2,850,828 10,768 SH SOLE 0 0 10,768
CSX CORP COM 126408103 1,163,959 25,026 SH SOLE 0 0 25,026
DELL TECHNOLOGIES INC CL C 24703L202 11,991,981 22,292 SH SOLE 0 0 22,292
DIGITAL RLTY TR INC COM 253868103 1,891,862 10,778 SH SOLE 0 0 10,778
EMERSON ELEC CO COM 291011104 853,981 5,506 SH SOLE 0 0 5,506
FIGURE TECHNOLOGY SOLUTIO COM CL A 349381103 434,481 15,060 SH SOLE 0 0 15,060
FIREFLY AEROSPACE INC COM 31816X106 473,001 20,432 SH SOLE 0 0 20,432
GENERAL DYNAMICS CORP COM 369550108 1,883,135 5,675 SH SOLE 0 0 5,675
HOME DEPOT INC COM 437076102 700,983 2,464 SH SOLE 0 0 2,464
HONEYWELL AEROSPACE INC COM 43849R105 1,458,578 9,412 SH SOLE 0 0 9,412
HONEYWELL INTL INC COM 438516205 1,831,592 8,683 SH SOLE 0 0 8,683
HUBBELL INC COM 443510607 10,516,262 23,184 SH SOLE 0 0 23,184
HUNTINGTON INGALLS INDS INC COM 446413106 863,971 3,235 SH SOLE 0 0 3,235
IRON MTN INC DEL COM 46284V101 5,767,381 51,982 SH SOLE 0 0 51,982
JACOBS SOLUTIONS INC COM 46982L108 1,775,419 13,125 SH SOLE 0 0 13,125
JOHNSON & JOHNSON COM 478160104 2,975,678 11,240 SH SOLE 0 0 11,240
JPMORGAN CHASE & CO COM 46625H100 11,665,066 35,260 SH SOLE 0 0 35,260
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 745,922 17,473 SH SOLE 0 0 17,473
L3HARRIS TECHNOLOGIES INC COM 502431109 638,596 2,697 SH SOLE 0 0 2,697
LOCKHEED MARTIN CORP COM 539830109 7,760,970 15,240 SH SOLE 0 0 15,240
MASTERCARD INCORPORATED CL A 57636Q104 952,940 1,728 SH SOLE 0 0 1,728
MERCK & CO INC COM 58933Y105 4,190,014 28,835 SH SOLE 0 0 28,835
MICRON TECHNOLOGY INC COM 595112103 11,274,189 10,585 SH SOLE 0 0 10,585
MICROSOFT CORP COM 594918104 7,506,292 14,635 SH SOLE 0 0 14,635
MORGAN STANLEY COM NEW 617446448 3,780,408 20,100 SH SOLE 0 0 20,100
NETFLIX INC. COM 64110L106 2,376,157 34,150 SH SOLE 0 0 34,150
NORFOLK SOUTHN CORP COM 655844108 1,261,956 4,084 SH SOLE 0 0 4,084
NORTHROP GRUMMAN CORP COM 666807102 3,407,567 7,048 SH SOLE 0 0 7,048
NVIDIA CORPORATION COM 67066G104 45,817,596 200,620 SH SOLE 0 0 200,620
PALO ALTO NETWORKS INC COM 697435105 3,821,725 9,619 SH SOLE 0 0 9,619
PFIZER INC COM 717081103 2,640,952 92,600 SH SOLE 0 0 92,600
PUBLIC STORAGE COM 74460D109 1,870,138 6,612 SH SOLE 0 0 6,612
QUEST DIAGNOSTICS INC COM 74834L100 717,856 3,080 SH SOLE 0 0 3,080
REDWIRE CORPORATION COM 75776W103 559,062 53,550 SH SOLE 0 0 53,550
RTX CORPORATION COM 75513E101 4,810,934 25,914 SH SOLE 0 0 25,914
SEMPRA COM 816851109 3,570,568 45,800 SH SOLE 0 0 45,800
SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 528,000 9,375 SH SOLE 0 0 9,375
SYMBOTIC INC CLASS A COM 87151X101 343,207 8,158 SH SOLE 0 0 8,158
UNION PAC CORP COM 907818108 10,079,695 37,040 SH SOLE 0 0 37,040
VERTIV HOLDINGS CO COM CL A 92537N108 3,328,919 13,795 SH SOLE 0 0 13,795
WASTE MGMT INC DEL COM 94106L109 1,783,484 8,746 SH SOLE 0 0 8,746