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
ALPHABET INC CAP STK CL A 02079K305 3,945,221 11,466 SH SOLE 0 0 0 11,466
AMAZON COM INC COM 023135106 4,688,006 18,816 SH SOLE 0 0 0 18,816
AON PLC SHS CL A G0403H108 498,186 1,800 SH SOLE 0 0 0 1,800
BLACKSTONE INC COM 09260D107 6,774,720 60,440 SH SOLE 0 0 0 60,440
CHARLES SCHWAB CORP (THE) COM 808513105 3,279,568 33,554 SH SOLE 0 0 0 33,554
CHENIERE ENERGY INC COM NEW 16411R208 3,961,736 14,726 SH SOLE 0 0 0 14,726
CHEVRON CORPORATION COM 166764100 204,210 1,000 SH SOLE 0 0 0 1,000
COCA COLA CO COM 191216100 1,549,440 18,000 SH SOLE 0 0 0 18,000
COSTCO WHOLESALE CORPORATION COM 22160K105 8,413,362 9,242 SH SOLE 0 0 0 9,242
CROWN CASTLE INC COM 22822V101 2,581,488 38,732 SH SOLE 0 0 0 38,732
ENTERPRISE PRODS PARTNERS L COM 293792107 386,155 10,844 SH SOLE 0 0 0 10,844
GOLDMAN SACHS ETF TR NASDA 100 ETF 38149W630 1,692,436 29,190 SH SOLE 0 0 0 29,190
HEICO CORP NEW CL A 422806208 371,036 1,625 SH SOLE 0 0 0 1,625
JPMORGAN CHASE & CO COM 46625H100 239,852 725 SH SOLE 0 0 0 725
LOWES COS INC COM 548661107 1,728,824 9,381 SH SOLE 0 0 0 9,381
MICRON TECHNOLOGY INC COM 595112103 1,183,337 1,111 SH SOLE 0 0 0 1,111
MICROSOFT CORP COM 594918104 6,826,186 13,309 SH SOLE 0 0 0 13,309
NORFOLK SOUTHN CORP COM 655844108 772,500 2,500 SH SOLE 0 0 0 2,500
NVIDIA CORPORATION COM 67066G104 2,902,025 12,707 SH SOLE 0 0 0 12,707
OLD DOMINION FREIGHT LINE IN COM 679580100 3,432,471 19,745 SH SOLE 0 0 0 19,745
QUANTA SVCS INC COM 74762E102 7,954,274 12,380 SH SOLE 0 0 0 12,380
TELEFLEX INCORPORATED COM 879369106 481,404 3,850 SH SOLE 0 0 0 3,850
THERMO FISHER SCIENTIFIC INC COM 883556102 4,819,182 7,139 SH SOLE 0 0 0 7,139
TJX COS INC NEW COM 872540109 2,870,069 21,692 SH SOLE 0 0 0 21,692
TYLER TECHNOLOGIES INC COM 902252105 2,783,290 8,736 SH SOLE 0 0 0 8,736
UBER TECHNOLOGIES INC COM 90353T100 611,109 8,920 SH SOLE 0 0 0 8,920
UNITEDHEALTH GROUP INC COM 91324P102 5,980,834 16,293 SH SOLE 0 0 0 16,293
WALMART INC COM 931142103 276,843 2,664 SH SOLE 0 0 0 2,664
WELLTOWER INC COM 95040Q104 2,767,024 12,018 SH SOLE 0 0 0 12,018
WISDOMTREE TR FLOATNG RAT TREA 97717Y527 2,645,223 52,495 SH SOLE 0 0 0 52,495
WOODWARD INC COM 980745103 1,478,655 4,500 SH SOLE 0 0 0 4,500