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 7,043,572 26,926 SH SOLE 26,926 0 0
ADVANCED MICRO DEVICES INC COM 007903107 6,489,550 10,608 SH SOLE 10,608 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 7,729,654 44,859 SH SOLE 44,859 0 0
ALPHABET INC CAP STK CL A 02079K305 6,817,252 19,813 SH SOLE 19,813 0 0
ALPHABET INC CAP STK CL C 02079K107 1,988,668 5,836 SH SOLE 5,836 0 0
AMAZON COM INC COM 023135106 7,745,326 31,087 SH SOLE 31,087 0 0
AMERICAN ELEC PWR CO INC COM 025537101 5,240,447 44,171 SH SOLE 44,171 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 5,538,708 74,425 SH SOLE 74,425 0 0
AMERICAN TOWER CORP COM 03027X100 4,441,073 27,131 SH SOLE 27,131 0 0
AMGEN INC COM 031162100 7,868,327 18,667 SH SOLE 18,667 0 0
APPLE INC COM 037833100 14,973,215 44,962 SH SOLE 44,962 0 0
BLACKROCK INC COM 09290D101 5,925,366 5,599 SH SOLE 5,599 0 0
BROADCOM INC COM 11135F101 6,317,557 17,989 SH SOLE 17,989 0 0
CATERPILLAR INC COM 149123101 4,505,560 5,557 SH SOLE 5,557 0 0
CISCO SYS INC COM 17275R102 603,051 5,603 SH SOLE 5,603 0 0
CORNING INC COM 219350105 1,004,057 6,530 SH SOLE 6,530 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 6,066,506 6,664 SH SOLE 6,664 0 0
D R HORTON INC COM 23331A109 5,214,701 38,161 SH SOLE 38,161 0 0
DISNEY WALT CO COM 254687106 681,850 6,500 SH SOLE 6,500 0 0
ECOLAB INC COM 278865100 651,659 2,367 SH SOLE 2,367 0 0
ELI LILLY & CO COM 532457108 6,785,673 5,864 SH SOLE 5,864 0 0
GALLAGHER ARTHUR J & CO COM 363576109 3,909,349 17,138 SH SOLE 17,138 0 0
INTEL CORP COM 458140100 1,952,655 16,241 SH SOLE 16,241 0 0
JPMORGAN CHASE & CO COM 46625H100 8,619,060 26,053 SH SOLE 26,053 0 0
LAM RESEARCH CORP COM NEW 512807306 8,832,103 26,859 SH SOLE 26,859 0 0
MARATHON PETE CORP COM 56585A102 9,041,278 22,865 SH SOLE 22,865 0 0
MASCO CORP COM 574599106 4,899,778 72,697 SH SOLE 72,697 0 0
META PLATFORMS INC CL A 30303M102 7,764,502 10,707 SH SOLE 10,707 0 0
MICROSOFT CORP COM 594918104 7,255,098 14,145 SH SOLE 14,145 0 0
NVIDIA CORPORATION COM 67066G104 9,032,658 39,509 SH SOLE 39,509 0 0
ORACLE CORP COM 68389X105 5,982,024 43,569 SH SOLE 43,569 0 0
PALO ALTO NETWORKS INC COM 697435105 7,033,182 17,702 SH SOLE 17,702 0 0
SALESFORCE INC COM 79466L302 292,803 1,273 SH SOLE 1,273 0 0
SES AI CORPORATION CL A COM 78397Q109 37,347 62,245 SH SOLE 62,245 0 0
SHERWIN WILLIAMS CO COM 824348106 4,277,103 13,231 SH SOLE 13,231 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 8,691,692 11,369 SH SOLE 11,369 0 0
TESLA INC COM 88160R101 677,332 1,909 SH SOLE 1,909 0 0
VISA INC COM CL A 92826C839 7,113,968 19,798 SH SOLE 19,798 0 0
WALMART INC COM 931142103 7,238,481 69,654 SH SOLE 69,654 0 0
WASTE MGMT INC DEL COM 94106L109 5,391,033 26,437 SH SOLE 26,437 0 0