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 10,151,545 16,594 SH SOLE 0 0 16,594
Alphabet Inc. Class A COM 02079K305 10,578,740 30,745 SH SOLE 0 0 30,745
Alphabet Inc. Class C COM 02079K107 1,215,760 3,568 SH SOLE 0 0 3,568
Amazon Inc. COM 023135106 7,042,225 28,265 SH SOLE 0 0 28,265
American Electric Power COM 025537101 1,002,152 8,447 SH SOLE 0 0 8,447
American Express Company COM 025816109 2,779,778 9,141 SH SOLE 0 0 9,141
Apple Inc. COM 037833100 8,661,184 26,008 SH SOLE 0 0 26,008
Applied Materials COM 038222105 1,430,841 2,798 SH SOLE 0 0 2,798
AppLovin Corporation COM 03831W108 1,742,290 5,999 SH SOLE 0 0 5,999
Arista Networks Inc. COM 040413205 8,802,010 43,234 SH SOLE 0 0 43,234
Banco Santander (Chile) INTL 05965X109 1,617,916 116,986 SH SOLE 0 0 116,986
Cardinal Health, Inc. COM 14149Y108 1,536,808 6,907 SH SOLE 0 0 6,907
Casey's General Stores, Inc. COM 147528103 3,872,239 6,364 SH SOLE 0 0 6,364
Caterpillar Inc. COM 149123101 3,623,421 4,469 SH SOLE 0 0 4,469
CBRE Group, Inc. COM 12504L109 218,399 1,700 SH SOLE 0 0 1,700
Celestica Inc. (Canada) INTL 15101Q207 1,404,517 3,886 SH SOLE 0 0 3,886
Chevron Corp. COM 166764100 4,564,502 22,352 SH SOLE 0 0 22,352
Cloudflare, Inc. COM 18915M107 4,608,590 13,271 SH SOLE 0 0 13,271
Coherent Corp. COM 19247G107 2,912,062 10,118 SH SOLE 0 0 10,118
Comfort Systems USA, Inc. COM 199908104 509,460 308 SH SOLE 0 0 308
Costco Wholesale Inc. COM 22160K105 4,905,822 5,389 SH SOLE 0 0 5,389
CrowdStrike Holdings, Inc COM 22788C105 11,769,726 44,456 SH SOLE 0 0 44,456
Cummins Inc. COM 231021106 4,054,041 7,848 SH SOLE 0 0 7,848
Eli Lilly and Company COM 532457108 5,102,723 4,410 SH SOLE 0 0 4,410
Enterprise Products Partners L COM 293792107 428,744 12,040 SH SOLE 0 0 12,040
Fortinet, Inc. COM 34959E109 808,710 4,524 SH SOLE 0 0 4,524
GE Aerospace COM 369604301 5,466,949 17,506 SH SOLE 0 0 17,506
GE Vernova Inc COM 36828A101 5,175,418 5,445 SH SOLE 0 0 5,445
Goldman Sachs Group Inc. COM 38141G104 4,915,065 5,459 SH SOLE 0 0 5,459
Home Depot Inc. COM 437076102 3,387,422 11,907 SH SOLE 0 0 11,907
Honeywell Aerospace Inc. COM 43849R105 2,296,345 14,818 SH SOLE 0 0 14,818
Honeywell Intl. Inc COM 438516106 2,319,496 10,996 SH SOLE 0 0 10,996
IDEXX Laboratories Inc. COM 45168D104 434,984 833 SH SOLE 0 0 833
Intel Corp. COM 458140100 3,334,098 27,731 SH SOLE 0 0 27,731
Intuitive Surgical COM 46120E602 429,401 1,056 SH SOLE 0 0 1,056
iShares Russell 1000 Value ETF ETF 464287598 510,240 2,058 SH SOLE 0 0 2,058
JPMorgan Chase & Co. COM 46625H100 6,336,387 19,153 SH SOLE 0 0 19,153
Lam Research Corp. COM 512807306 4,777,849 14,544 SH SOLE 0 0 14,544
Lantheus Holdings, Inc. COM 516544103 832,867 8,368 SH SOLE 0 0 8,368
Linde PLC (UK) INTL G54950103 1,470,940 3,099 SH SOLE 0 0 3,099
Mastercard Inc. COM 57636Q104 4,512,128 8,182 SH SOLE 0 0 8,182
McKesson Corporation COM 58155Q103 4,337,355 5,080 SH SOLE 0 0 5,080
Meta Platforms Inc (Facebook) COM 30303m102 6,237,273 8,601 SH SOLE 0 0 8,601
Micron Technology, Inc COM 595112103 6,377,879 5,988 SH SOLE 0 0 5,988
Microsoft Corp. COM 594918104 7,358,063 14,346 SH SOLE 0 0 14,346
MidCap SPDR ETF ETF 78467Y107 209,490 319 SH SOLE 0 0 319
Morgan Stanley COM 617446448 562,359 2,990 SH SOLE 0 0 2,990
Netflix COM 64110L106 3,286,194 47,229 SH SOLE 0 0 47,229
Nextera Energy Inc. COM 65339F101 2,834,267 37,421 SH SOLE 0 0 37,421
NVIDIA Corp. COM 67066G104 22,987,132 100,653 SH SOLE 0 0 100,653
O'Reilly Automotive Inc COM 67103H107 675,081 7,904 SH SOLE 0 0 7,904
Palantir Technologies Inc. COM 69608A108 836,114 4,470 SH SOLE 0 0 4,470
Palo Alto Networks Inc COM 697435105 8,676,853 21,839 SH SOLE 0 0 21,839
PowerShares QQQ ETF ETF 73935A104 666,533 901 SH SOLE 0 0 901
Public Storage (REIT) COM 74460D109 327,246 1,157 SH SOLE 0 0 1,157
Reddit, Inc. COM 75734B100 1,583,933 11,120 SH SOLE 0 0 11,120
Robinhood Markets, Inc. COM 770700102 4,803,638 42,699 SH SOLE 0 0 42,699
RTX Corp (Raytheon) COM 75513E101 332,128 1,789 SH SOLE 0 0 1,789
Schwab S&P 500 Index Fund FUND 808509855 204,559 10,347 SH SOLE 0 0 10,347
Sempra COM 816851109 277,771 3,563 SH SOLE 0 0 3,563
ServiceNow Inc. COM 81762P102 735,179 5,486 SH SOLE 0 0 5,486
Shopify Inc. COM 82509L107 859,250 5,794 SH SOLE 0 0 5,794
Snowflake Inc. COM 833445109 5,930,755 17,466 SH SOLE 0 0 17,466
Solstice Advanced Materials, I COM 83443Q103 838,605 14,890 SH SOLE 0 0 14,890
Spotify Technology SA (Luxembo INTL L8681T102 228,581 469 SH SOLE 0 0 469
Taiwan Semiconductor (Taiwan) INTL 874039100 4,827,403 10,582 SH SOLE 0 0 10,582
Teradyne Inc COM 880770102 207,671 518 SH SOLE 0 0 518
The Bank of New York Mellon Co COM 064058100 335,108 2,317 SH SOLE 0 0 2,317
Thermo Fisher Scientific COM 883556102 617,671 915 SH SOLE 0 0 915
TJX Companies Inc. COM 872540109 4,119,340 31,134 SH SOLE 0 0 31,134
T-Mobile US, Inc. COM 872590104 694,395 4,258 SH SOLE 0 0 4,258
United Rentals, Inc. COM 911363109 3,505,732 3,503 SH SOLE 0 0 3,503
US Bancorp COM 902973304 1,901,748 32,925 SH SOLE 0 0 32,925
Vertiv Holdings Co CL A COM 92537N108 3,604,930 14,939 SH SOLE 0 0 14,939
Visa Inc. COM 92826C839 5,070,146 14,110 SH SOLE 0 0 14,110
Wal-Mart Stores COM 931142103 3,784,143 36,414 SH SOLE 0 0 36,414
Waste Management Inc. COM 94106l109 928,244 4,552 SH SOLE 0 0 4,552
Zscaler, Inc. COM 98980G102 1,055,331 5,292 SH SOLE 0 0 5,292