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 637,915 6,455 SH SOLE 0 0 6,455
ABBVIE INC COM 00287Y109 2,245,926 8,586 SH SOLE 0 0 8,586
ADVANCED MICRO DEVICES INC COM 007903107 19,223,946 31,424 SH SOLE 0 0 31,424
ALPHABET INC CAP STK CL C 02079K107 2,771,579 8,134 SH SOLE 0 0 8,134
ALPHABET INC CAP STK CL A 02079K305 3,901,466 11,339 SH SOLE 0 0 11,339
AMAZON COM INC COM 023135106 1,558,682 6,256 SH SOLE 0 0 6,256
AMERICAN EXPRESS CO COM 025816109 1,721,219 5,660 SH SOLE 0 0 5,660
AMGEN INC COM 031162100 1,396,791 3,314 SH SOLE 0 0 3,314
APPLE INC COM 037833100 22,129,228 66,450 SH SOLE 0 0 66,450
ARISTA NETWORKS INC COM SHS 040413205 625,836 3,074 SH SOLE 0 0 3,074
ARM HOLDINGS PLC SPONSORED ADS 042068205 454,187 1,568 SH SOLE 0 0 1,568
AUTOLIV INC COM 052800109 256,564 2,293 SH SOLE 0 0 2,293
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 652,812 1,311 SH SOLE 0 0 1,311
BLACKROCK INC COM 09290D101 201,412 190 SH SOLE 0 0 190
BLOCK INC CL A 852234103 246,840 3,357 SH SOLE 0 0 3,357
BLOOM ENERGY CORP COM CL A 093712107 503,550 1,818 SH SOLE 0 0 1,818
BOEING CO COM 097023105 339,169 1,823 SH SOLE 0 0 1,823
BRISTOL-MYERS SQUIBB CO COM 110122108 779,994 12,500 SH SOLE 0 0 12,500
BROADCOM INC COM 11135F101 5,699,924 16,230 SH SOLE 0 0 16,230
CADENCE DESIGN SYSTEM INC COM 127387108 842,302 2,551 SH SOLE 0 0 2,551
CARRIER GLOBAL CORPORATION COM 14448C104 267,440 4,875 SH SOLE 0 0 4,875
CATERPILLAR INC COM 149123101 304,343 375 SH SOLE 0 0 375
CHARLES SCHWAB CORP (THE) COM 808513105 593,197 6,069 SH SOLE 0 0 6,069
CHEVRON CORPORATION COM 166764100 297,943 1,459 SH SOLE 0 0 1,459
CHUBB LIMITED COM H1467J104 1,143,686 3,516 SH SOLE 0 0 3,516
CIRRUS LOGIC INC COM 172755100 213,547 1,780 SH SOLE 0 0 1,780
CISCO SYS INC COM 17275R102 1,520,234 14,125 SH SOLE 0 0 14,125
CITIGROUP INC COM NEW 172967424 59,178 50,080 SH SOLE 0 0 50,080
CLOUDFLARE INC CL A COM 18915M107 342,765 987 SH SOLE 0 0 987
CONSTELLATION ENERGY CORP COM 21037T109 359,005 1,413 SH SOLE 0 0 1,413
CORNING INC COM 219350105 638,254 4,151 SH SOLE 0 0 4,151
COSTCO WHOLESALE CORPORATION COM 22160K105 708,926 779 SH SOLE 0 0 779
CROWDSTRIKE HLDGS INC CL A 22788C105 4,319,661 16,316 SH SOLE 0 0 16,316
DELL TECHNOLOGIES INC CL C 24703L202 1,095,613 2,037 SH SOLE 0 0 2,037
EATON CORP PLC SHS G29183103 1,458,067 3,393 SH SOLE 0 0 3,393
EDWARDS LIFESCIENCES CORP COM 28176E108 228,316 2,645 SH SOLE 0 0 2,645
ELI LILLY & CO COM 532457108 6,035,617 5,216 SH SOLE 0 0 5,216
EMERSON ELEC CO COM 291011104 856,734 5,524 SH SOLE 0 0 5,524
ENBRIDGE INC COM 29250N105 265,318 5,707 SH SOLE 0 0 5,707
ENTERPRISE PRODS PARTNERS L COM 293792107 201,653 5,663 SH SOLE 0 0 5,663
EXPEDIA GROUP INC COM NEW 30212P303 225,700 857 SH SOLE 0 0 857
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 1,468,926 9,026 SH SOLE 0 0 9,026
FORTINET INC COM 34959E109 8,150,562 45,595 SH SOLE 0 0 45,595
GE AEROSPACE COM NEW 369604301 212,292 680 SH SOLE 0 0 680
GE VERNOVA INC COM 36828A101 1,801,231 1,895 SH SOLE 0 0 1,895
GOLDMAN SACHS GROUP INC COM 38141G104 1,369,448 1,521 SH SOLE 0 0 1,521
HOME DEPOT INC COM 437076102 1,047,087 3,681 SH SOLE 0 0 3,681
HONEYWELL AEROSPACE INC COM 43849R105 350,232 2,260 SH SOLE 0 0 2,260
HONEYWELL INTL INC COM 438516205 581,490 2,757 SH SOLE 0 0 2,757
HUNTINGTON BANCSHARES INC COM 446150104 414,148 27,139 SH SOLE 0 0 27,139
INSMED INC COM PAR $.01 457669307 203,626 1,784 SH SOLE 0 0 1,784
INTEL CORP COM 458140100 266,790 2,219 SH SOLE 0 0 2,219
INTERCONTINENTAL EXCHANGE IN COM 45866F104 258,761 1,702 SH SOLE 0 0 1,702
INTERNATIONAL BUSINESS MACHS COM 459200101 470,089 2,137 SH SOLE 0 0 2,137
INTUITIVE SURGICAL INC COM NEW 46120E602 558,710 1,374 SH SOLE 0 0 1,374
INVESCO QQQ TR UNIT SER 1 46090E103 247,845 335 SH SOLE 0 0 335
IQVIA HLDGS INC COM 46266C105 422,095 1,570 SH SOLE 0 0 1,570
ISHARES TR S&P 500 VAL ETF 464287408 341,279 1,495 SH SOLE 0 0 1,495
ISHARES TR S&P 500 GRWT ETF 464287309 742,891 5,222 SH SOLE 0 0 5,222
ISHARES TR RUSSELL 2000 ETF 464287655 576,273 2,074 SH SOLE 0 0 2,074
JOHNSON & JOHNSON COM 478160104 450,089 1,700 SH SOLE 0 0 1,700
JPMORGAN CHASE & CO COM 46625H100 2,559,144 7,736 SH SOLE 0 0 7,736
KINDER MORGAN INC DEL COM 49456B101 448,003 14,859 SH SOLE 0 0 14,859
LAM RESEARCH CORP COM NEW 512807306 4,736,098 14,417 SH SOLE 0 0 14,417
LIVE NATION ENTERTAINMENT IN COM 538034109 304,740 1,800 SH SOLE 0 0 1,800
LOWES COS INC COM 548661107 534,657 2,901 SH SOLE 0 0 2,901
MARATHON PETE CORP COM 56585A102 393,072 994 SH SOLE 0 0 994
MARVELL TECHNOLOGY INC COM 573874104 2,228,360 8,434 SH SOLE 0 0 8,434
MASCO CORP COM 574599106 410,320 6,088 SH SOLE 0 0 6,088
MASTEC INC COM 576323109 1,264,203 5,918 SH SOLE 0 0 5,918
MASTERCARD INCORPORATED CL A 57636Q104 1,573,872 2,854 SH SOLE 0 0 2,854
MCDONALDS CORP COM 580135101 486,257 2,106 SH SOLE 0 0 2,106
MERCK & CO INC COM 58933Y105 440,557 3,032 SH SOLE 0 0 3,032
META PLATFORMS INC CL A 30303M102 3,947,989 5,444 SH SOLE 0 0 5,444
MICRON TECHNOLOGY INC COM 595112103 5,422,931 5,091 SH SOLE 0 0 5,091
MICROSOFT CORP COM 594918104 2,337,262 4,557 SH SOLE 0 0 4,557
MORGAN STANLEY COM NEW 617446448 92,239 10,435 SH SOLE 0 0 10,435
NVIDIA CORPORATION COM 67066G104 53,587,028 234,640 SH SOLE 0 0 234,640
NXP SEMICONDUCTORS N V COM N6596X109 579,336 2,439 SH SOLE 0 0 2,439
ON HLDG AG NAMEN AKT A H5919C104 296,840 10,025 SH SOLE 0 0 10,025
ORACLE CORP COM 68389X105 1,214,866 8,848 SH SOLE 0 0 8,848
PALANTIR TECHNOLOGIES INC CL A 69608A108 2,102,068 11,238 SH SOLE 0 0 11,238
PALO ALTO NETWORKS INC COM 697435105 9,001,853 22,657 SH SOLE 0 0 22,657
PARKER-HANNIFIN CORP COM 701094104 1,009,647 1,057 SH SOLE 0 0 1,057
PAYCHEX INC COM 704326107 354,068 3,595 SH SOLE 0 0 3,595
PHILLIPS 66 COM 718546104 247,760 970 SH SOLE 0 0 970
PNC FINL SVCS GROUP INC COM 693475105 219,055 986 SH SOLE 0 0 986
PROCEPT BIOROBOTICS CORP COM 74276L105 787,250 43,208 SH SOLE 0 0 43,208
PROCTER & GAMBLE CO COM 742718109 286,351 1,971 SH SOLE 0 0 1,971
QUALCOMM INC COM 747525103 1,615,106 8,776 SH SOLE 0 0 8,776
QUANTA SVCS INC COM 74762E102 240,976 375 SH SOLE 0 0 375
ROBINHOOD MKTS INC COM CL A 770700102 821,475 7,302 SH SOLE 0 0 7,302
RTX CORPORATION COM 75513E101 930,849 5,014 SH SOLE 0 0 5,014
SALESFORCE INC COM 79466L302 968,785 4,220 SH SOLE 0 0 4,220
SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 229,620 4,300 SH SOLE 0 0 4,300
SERVICENOW INC COM 81762P102 553,461 4,130 SH SOLE 0 0 4,130
SERVICETITAN INC SHS CL A 81764X103 396,187 6,022 SH SOLE 0 0 6,022
SHOPIFY INC CL A SUB VTG SHS 82509L107 724,446 4,885 SH SOLE 0 0 4,885
SNOWFLAKE INC COM SHS 833445109 819,358 2,413 SH SOLE 0 0 2,413
SOUTHERN CO COM 842587107 239,360 2,888 SH SOLE 0 0 2,888
SPDR SERIES TRUST ST STR SP BIOT 78464A870 265,454 1,683 SH SOLE 0 0 1,683
STARBUCKS CORP COM 855244109 388,066 4,130 SH SOLE 0 0 4,130
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 1,100,475 1,443 SH SOLE 0 0 1,443
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 1,084,820 2,378 SH SOLE 0 0 2,378
TERADYNE INC COM 880770102 687,561 1,715 SH SOLE 0 0 1,715
TESLA INC COM 88160R101 724,877 2,043 SH SOLE 0 0 2,043
TEXAS INSTRS INC COM 882508104 664,438 2,372 SH SOLE 0 0 2,372
THERMO FISHER SCIENTIFIC INC COM 883556102 800,282 1,186 SH SOLE 0 0 1,186
TJX COS INC NEW COM 872540109 789,788 5,969 SH SOLE 0 0 5,969
TWILIO INC CL A 90138F102 1,409,657 4,820 SH SOLE 0 0 4,820
UBER TECHNOLOGIES INC COM 90353T100 500,877 7,311 SH SOLE 0 0 7,311
UNITEDHEALTH GROUP INC COM 91324P102 333,428 908 SH SOLE 0 0 908
US BANCORP COM NEW 902973304 389,680 6,747 SH SOLE 0 0 6,747
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 434,417 620 SH SOLE 0 0 620
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 202,753 1,306 SH SOLE 0 0 1,306
VEEVA SYS INC CL A COM 922475108 286,877 1,005 SH SOLE 0 0 1,005
VERTEX PHARMACEUTICALS INC COM 92532F100 806,173 1,542 SH SOLE 0 0 1,542
VERTIV HOLDINGS CO COM CL A 92537N108 291,744 1,209 SH SOLE 0 0 1,209
VISA INC COM CL A 92826C839 1,129,098 3,142 SH SOLE 0 0 3,142
WALMART INC COM 931142103 238,402 2,294 SH SOLE 0 0 2,294
WASTE MGMT INC DEL COM 94106L109 287,156 1,408 SH SOLE 0 0 1,408
ZSCALER INC COM 98980G102 504,533 2,530 SH SOLE 0 0 2,530