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
ADVANCED MICRO DEVICES INC COM 007903107 15,851,925 25,912 SH SOLE 25,912 0 0
ALPHABET INC CAP STK CL C 02079K107 46,924,328 137,713 SH SOLE 137,713 0 0
AMAZON COM INC COM 023135106 34,201,070 137,271 SH SOLE 137,271 0 0
AMERICAN ELEC PWR CO INC COM 025537101 5,508,811 46,433 SH SOLE 46,433 0 0
AMERICAN EXPRESS CO COM 025816109 10,879,178 35,775 SH SOLE 35,775 0 0
AMGEN INC COM 031162100 4,542,613 10,777 SH SOLE 10,777 0 0
APPLE INC COM 037833100 56,502,837 169,668 SH SOLE 169,668 0 0
APPLIED MATLS INC COM 038222105 8,968,071 17,537 SH SOLE 17,537 0 0
BROADCOM INC COM 11135F101 27,383,689 77,974 SH SOLE 77,974 0 0
CATERPILLAR INC COM 149123101 13,284,794 16,385 SH SOLE 16,385 0 0
CHUBB LIMITED COM H1467J104 8,026,845 24,679 SH SOLE 24,679 0 0
COCA COLA CO COM 191216100 11,181,706 129,899 SH SOLE 129,899 0 0
CONOCOPHILLIPS COM 20825C104 15,522,980 124,035 SH SOLE 124,035 0 0
CORTEVA INC COM 22052L104 7,715,537 99,363 SH SOLE 99,363 0 0
DEERE & CO COM 244199105 5,532,229 8,238 SH SOLE 8,238 0 0
DIGITAL RLTY TR INC COM 253868103 3,218,694 18,337 SH SOLE 18,337 0 0
DISNEY WALT CO COM 254687106 4,038,965 38,503 SH SOLE 38,503 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 4,133,606 47,887 SH SOLE 47,887 0 0
ELI LILLY & CO COM 532457108 22,454,294 19,406 SH SOLE 19,406 0 0
GE AEROSPACE COM NEW 369604301 14,905,289 47,729 SH SOLE 47,729 0 0
GE VERNOVA INC COM 36828A101 4,706,826 4,952 SH SOLE 4,952 0 0
GILEAD SCIENCES INC COM 375558103 7,957,183 53,386 SH SOLE 53,386 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 14,151,858 15,718 SH SOLE 15,718 0 0
HOME DEPOT INC COM 437076102 5,445,139 19,140 SH SOLE 19,140 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 6,345,124 41,736 SH SOLE 41,736 0 0
INTUIT COM 461202103 3,309,623 12,004 SH SOLE 12,004 0 0
JPMORGAN CHASE & CO COM 46625H100 21,926,420 66,277 SH SOLE 66,277 0 0
LUMENTUM HLDGS INC COM 55024U109 4,597,945 4,734 SH SOLE 4,734 0 0
MEDLINE INC COM CL A 58507V107 4,695,396 135,314 SH SOLE 135,314 0 0
META PLATFORMS INC CL A 30303M102 24,023,038 33,127 SH SOLE 33,127 0 0
MICRON TECHNOLOGY INC COM 595112103 33,115,335 31,091 SH SOLE 31,091 0 0
MICROSOFT CORP COM 594918104 55,943,029 109,072 SH SOLE 109,072 0 0
NETFLIX INC. COM 64110L106 3,146,686 45,224 SH SOLE 45,224 0 0
NEXTERA ENERGY INC COM 65339F101 6,885,902 90,915 SH SOLE 90,915 0 0
NVIDIA CORPORATION COM 67066G104 75,713,680 331,525 SH SOLE 331,525 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 5,648,163 66,130 SH SOLE 66,130 0 0
PALO ALTO NETWORKS INC COM 697435105 21,606,512 54,382 SH SOLE 54,382 0 0
PHILIP MORRIS INTL INC COM 718172109 12,064,785 63,226 SH SOLE 63,226 0 0
PROGRESSIVE CORP COM 743315103 6,167,265 29,749 SH SOLE 29,749 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 8,588,607 32,305 SH SOLE 32,305 0 0
RTX CORPORATION COM 75513E101 7,388,127 39,796 SH SOLE 39,796 0 0
S&P GLOBAL INC COM 78409V104 5,873,264 14,889 SH SOLE 14,889 0 0
SERVICENOW INC COM 81762P102 8,152,900 60,838 SH SOLE 60,838 0 0
SHERWIN WILLIAMS CO COM 824348106 5,695,694 17,619 SH SOLE 17,619 0 0
STRYKER CORPORATION COM 863667101 4,863,663 17,661 SH SOLE 17,661 0 0
TESLA INC COM 88160R101 6,170,856 17,392 SH SOLE 17,392 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,455,079 8,081 SH SOLE 8,081 0 0
TJX COS INC NEW COM 872540109 6,351,277 48,003 SH SOLE 48,003 0 0
UBER TECHNOLOGIES INC COM 90353T100 7,125,040 104,000 SH SOLE 104,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 6,263,486 17,063 SH SOLE 17,063 0 0
VALERO ENERGY CORP COM 91913Y100 3,918,349 10,109 SH SOLE 10,109 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 3,809,194 7,286 SH SOLE 7,286 0 0
VISA INC COM CL A 92826C839 13,396,182 37,281 SH SOLE 37,281 0 0
WALMART INC COM 931142103 9,634,735 92,713 SH SOLE 92,713 0 0
WASTE MGMT INC DEL COM 94106L109 7,350,908 36,048 SH SOLE 36,048 0 0
WELLTOWER INC COM 95040Q104 10,569,167 45,905 SH SOLE 45,905 0 0
WILLIAMS COS INC COM 969457100 5,156,952 75,871 SH SOLE 75,871 0 0