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 LABS Common Stock 002824100 10,541,208 106,660 SH SOLE 106,660 0 0
ADOBE SYSTEMS INCORPORATED Common Stock 00724F101 2,159,460 9,000 SH SOLE 9,000 0 0
ADVANCED MICRO DEVICES INC Common Stock 007903107 50,878,856 83,168 SH SOLE 83,168 0 0
AIRBNB INC Common Stock 009066101 2,837,079 17,660 SH SOLE 17,660 0 0
ALPHABET INC Common Stock 02079K107 5,157,100 15,135 SH SOLE 15,135 0 0
ALPHABET INC Common Stock 02079K305 37,566,654 109,180 SH SOLE 109,180 0 0
AMAZON COM INC Common Stock 023135106 24,794,910 99,518 SH SOLE 99,518 0 0
AMPHENOL CORPORATION Common Stock 032095101 30,467,790 361,421 SH SOLE 361,421 0 0
ANALOG DEVICES INC Common Stock 032654105 30,493,114 76,865 SH SOLE 76,865 0 0
APPLE INC Common Stock 037833100 54,576,317 163,883 SH SOLE 163,883 0 0
APPLIED MATLS INC Common Stock 038222105 8,453,111 16,530 SH SOLE 16,530 0 0
ARM HOLDINGS PLC Common Stock 042068205 7,024,255 24,250 SH SOLE 24,250 0 0
AUTOMATIC DATA PROCESSING INC Common Stock 053015103 11,084,967 42,955 SH SOLE 42,955 0 0
BROADCOM INC Common Stock 11135F101 6,440,825 18,340 SH SOLE 18,340 0 0
BROADRIDGE FINL SOLUTIONS INC Common Stock 11133T103 3,642,471 22,610 SH SOLE 22,610 0 0
CARRIER GLOBAL CORPORATION Common Stock 14448C104 13,882,323 253,050 SH SOLE 253,050 0 0
CHEWY INC Common Stock 16679L109 1,692,145 92,975 SH SOLE 92,975 0 0
CLOUDFLARE INC Common Stock 18915M107 27,073,949 77,960 SH SOLE 77,960 0 0
COLGATE PALMOLIVE CO Common Stock 194162103 4,368,384 51,200 SH SOLE 51,200 0 0
CSX CORP Common Stock 126408103 4,744,020 102,000 SH SOLE 102,000 0 0
DANAHER CORPORATION Common Stock 235851102 12,855,439 58,025 SH SOLE 58,025 0 0
EXXONMOBIL HOLDINGS CORP Common Stock 30233Q108 2,669,100 16,400 SH SOLE 16,400 0 0
HOME DEPOT INC Common Stock 437076102 6,661,333 23,415 SH SOLE 23,415 0 0
INTERFACE INC Common Stock 458665304 5,421,096 157,590 SH SOLE 157,590 0 0
INTERNATIONAL BUSINESS MACHS Common Stock 459200101 5,049,593 22,960 SH SOLE 22,960 0 0
JOHNSON & JOHNSON Common Stock 478160104 17,570,794 66,370 SH SOLE 66,370 0 0
LOWES COS INC Common Stock 548661107 5,178,549 28,100 SH SOLE 28,100 0 0
MASTERCARD INCORPORATED Common Stock 57636Q104 24,388,761 44,225 SH SOLE 44,225 0 0
MERCK & CO INC Common Stock 58933Y105 2,027,075 13,950 SH SOLE 13,950 0 0
MICROSOFT CORP Common Stock 594918104 27,504,263 53,625 SH SOLE 53,625 0 0
NEXTPOWER INC Common Stock 65290E101 2,100,214 26,950 SH SOLE 26,950 0 0
NORFOLK SOUTHN CORP Common Stock 655844108 10,476,954 33,906 SH SOLE 33,906 0 0
NVIDIA CORPORATION Common Stock 67066G104 1,421,666 6,225 SH SOLE 6,225 0 0
PROCTER AND GAMBLE CO Common Stock 742718109 7,657,709 52,710 SH SOLE 52,710 0 0
ROCKET COS INC Common Stock 77311W101 3,508,363 304,810 SH SOLE 304,810 0 0
ROCKWELL AUTOMATION INC Common Stock 773903109 22,641,513 52,010 SH SOLE 52,010 0 0
RTX Corporation Common Stock 75513E101 7,119,306 38,348 SH SOLE 38,348 0 0
SENSIENT TECHNOLOGIES CORP Common Stock 81725T100 2,060,147 15,760 SH SOLE 15,760 0 0
SHARKNINJA INC Common Stock G8068L108 8,189,156 45,465 SH SOLE 45,465 0 0
SOFI TECHNOLOGIES INC Common Stock 83406F102 3,599,330 228,965 SH SOLE 228,965 0 0
STRYKER CORPORATION Common Stock 863667101 5,646,872 20,505 SH SOLE 20,505 0 0
TESLA INC Common Stock 88160R101 17,647,895 49,739 SH SOLE 49,739 0 0
THE CIGNA GROUP Common Stock 125523100 1,428,195 5,254 SH SOLE 5,254 0 0
TJX COS INC NEW Common Stock 872540109 8,248,205 62,340 SH SOLE 62,340 0 0
UL SOLUTIONS INC Common Stock 903731107 10,873,890 165,710 SH SOLE 165,710 0 0
UNILEVER PLC Int'l Common Stock 904767803 5,877,267 96,777 SH SOLE 96,777 0 0
VERALTO CORP Common Stock 92338C103 8,307,423 88,077 SH SOLE 88,077 0 0
VERTEX PHARMACEUTICALS INC Common Stock 92532F100 392,108 750 SH SOLE 750 0 0
WALMART INC Common Stock 931142103 10,669,986 102,675 SH SOLE 102,675 0 0
WASTE MGMT INC DEL Common Stock 94106L109 14,587,417 71,535 SH SOLE 71,535 0 0
XYLEM INC Common Stock 98419M100 10,150,292 100,230 SH SOLE 100,230 0 0
ZOETIS INC Common Stock 98978V103 1,733,041 24,818 SH SOLE 24,818 0 0