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
3M CO COM 88579Y101 1,046,292 6,374 SH SOLE 6,374 0 0
ALPHABET INC CAP STK CL A 02079K305 10,986,094 31,929 SH SOLE 31,929 0 0
ALTRIA GROUP INC COM 02209S103 586,935 8,716 SH SOLE 8,716 0 0
AMAZON COM INC COM 023135106 6,528,052 26,201 SH SOLE 26,201 0 0
AMERICAN ELEC PWR CO INC COM 025537101 241,670 2,037 SH SOLE 2,037 0 0
AMERICAN EXPRESS CO COM 025816109 1,492,374 4,908 SH SOLE 4,908 0 0
AMERICAN TOWER CORP COM 03027X100 227,693 1,391 SH SOLE 1,391 0 0
APPLE INC COM 037833100 12,030,497 36,125 SH SOLE 36,125 0 0
APPLIED MATLS INC COM 038222105 19,948,949 39,010 SH SOLE 39,010 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 6,379,775 24,722 SH SOLE 24,722 0 0
AUTOZONE INC COM 053332102 771,229 273 SH SOLE 273 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,056,375 2,121 SH SOLE 2,121 0 0
BEST BUY INC COM 086516101 3,367,084 38,158 SH SOLE 38,158 0 0
CHEVRON CORPORATION COM 166764100 494,801 2,423 SH SOLE 2,423 0 0
CINTAS CORP COM 172908105 1,874,137 9,608 SH SOLE 9,608 0 0
COCA COLA CO COM 191216100 990,006 11,501 SH SOLE 11,501 0 0
COPART INC COM 217204106 1,021,895 37,460 SH SOLE 37,460 0 0
CORPAY INC COM SHS 219948106 2,713,397 6,982 SH SOLE 6,982 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 4,918,644 5,403 SH SOLE 5,403 0 0
D R HORTON INC COM 23331A109 3,764,373 27,548 SH SOLE 27,548 0 0
DELL TECHNOLOGIES INC CL C 24703L202 13,344,006 24,805 SH SOLE 24,805 0 0
DISNEY WALT CO COM 254687106 3,008,646 28,681 SH SOLE 28,681 0 0
DOMINOS PIZZA INC COM 25754A201 2,780,896 9,282 SH SOLE 9,282 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 304,065 2,667 SH SOLE 2,667 0 0
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 259,912 1,597 SH SOLE 1,597 0 0
FAIR ISAAC CORP COM 303250104 974,082 1,644 SH SOLE 1,644 0 0
GENERAL DYNAMICS CORP COM 369550108 3,042,441 9,169 SH SOLE 9,169 0 0
HERSHEY CO COM 427866108 3,122,778 19,813 SH SOLE 19,813 0 0
HOME DEPOT INC COM 437076102 5,122,458 18,006 SH SOLE 18,006 0 0
HONEYWELL AEROSPACE INC COM 43849R105 486,501 3,139 SH SOLE 3,139 0 0
INTUIT COM 461202103 1,236,146 4,484 SH SOLE 4,484 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 291,859 718 SH SOLE 718 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 810,712 1,096 SH SOLE 1,096 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 464,600 1,302 SH SOLE 1,302 0 0
ISHARES TR RUS MD CP GR ETF 464287481 575,965 4,183 SH SOLE 4,183 0 0
ISHARES TR MICRO-CAP ETF 464288869 254,808 1,379 SH SOLE 1,379 0 0
LOWES COS INC COM 548661107 1,580,403 8,576 SH SOLE 8,576 0 0
MASTERCARD INCORPORATED CL A 57636Q104 8,180,839 14,835 SH SOLE 14,835 0 0
MCDONALDS CORP COM 580135101 1,937,805 8,391 SH SOLE 8,391 0 0
MICROSOFT CORP COM 594918104 7,475,137 14,574 SH SOLE 14,574 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 2,989,232 71,822 SH SOLE 71,822 0 0
MOODYS CORP COM 615369105 1,597,692 3,518 SH SOLE 3,518 0 0
NVIDIA CORPORATION COM 67066G104 2,178,859 9,541 SH SOLE 9,541 0 0
OTIS WORLDWIDE CORP COM 68902V107 3,671,005 57,074 SH SOLE 57,074 0 0
PAYCHEX INC COM 704326107 4,717,461 47,893 SH SOLE 47,893 0 0
PEPSICO INC COM 713448108 3,580,934 28,259 SH SOLE 28,259 0 0
PHILIP MORRIS INTL INC COM 718172109 296,725 1,555 SH SOLE 1,555 0 0
PROLOGIS INC. COM 74340W103 211,380 1,628 SH SOLE 1,628 0 0
PRUDENTIAL FINL INC COM 744320102 293,831 2,587 SH SOLE 2,587 0 0
REALTY INCOME CORP COM 756109104 695,312 12,805 SH SOLE 12,805 0 0
SCHWAB CHARLES CORP COM 808513105 5,606,201 57,358 SH SOLE 57,358 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 432,577 469 SH SOLE 469 0 0
SIMON PPTY GROUP INC NEW COM 828806109 506,919 2,525 SH SOLE 2,525 0 0
SOUTHERN CO COM 842587107 768,805 9,275 SH SOLE 9,275 0 0
STARBUCKS CORP COM 855244109 5,913,068 62,932 SH SOLE 62,932 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 327,376 429 SH SOLE 429 0 0
STRYKER CORPORATION COM 863667101 2,171,982 7,887 SH SOLE 7,887 0 0
UBER TECHNOLOGIES INC COM 90353T100 724,459 10,575 SH SOLE 10,575 0 0
UNITED PARCEL SVCS INC CL B 911312106 2,821,608 30,197 SH SOLE 30,197 0 0
VALVOLINE INC COM 92047W101 1,330,648 44,149 SH SOLE 44,149 0 0
VEEVA SYS INC CL A COM 922475108 4,677,064 16,385 SH SOLE 16,385 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 649,932 14,169 SH SOLE 14,169 0 0
VISA INC COM CL A 92826C839 5,533,062 15,398 SH SOLE 15,398 0 0
WALMART INC COM 931142103 7,129,501 68,606 SH SOLE 68,606 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 4,904,522 13,228 SH SOLE 13,228 0 0