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 3,810,252 14,566 SH SOLE 14,566 0 0
ADVANCED MICRO DEVICES INC COM 007903107 19,776,366 32,327 SH SOLE 32,327 0 0
ALCON AG ORD SHS H01301128 702,717 10,853 SH SOLE 10,853 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 686,349 6,382 SH SOLE 6,382 0 0
ALLSTATE CORP COM 020002101 326,356 1,471 SH SOLE 1,471 0 0
ALPHABET INC CAP STK CL A 02079K305 19,932,210 57,929 SH SOLE 57,929 0 0
ALPHABET INC CAP STK CL C 02079K107 2,168,129 6,363 SH SOLE 6,363 0 0
AMAZON COM INC COM 023135106 9,067,067 36,392 SH SOLE 36,392 0 0
AMERICAN EXPRESS CO COM 025816109 233,549 768 SH SOLE 768 0 0
AMPHENOL CORP CL A 032095101 5,777,838 68,539 SH SOLE 68,539 0 0
ANALOG DEVICES INC COM 032654105 4,680,095 11,797 SH SOLE 11,797 0 0
APPLE INC COM 037833100 22,602,950 67,873 SH SOLE 67,873 0 0
APPLIED MATLS INC COM 038222105 13,358,614 26,123 SH SOLE 26,123 0 0
ARISTA NETWORKS INC COM SHS 040413205 1,471,752 7,229 SH SOLE 7,229 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 1,391,237 4,803 SH SOLE 4,803 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 2,386,593 1,317 SH SOLE 1,317 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 774,180 3,000 SH SOLE 3,000 0 0
BAIDU INC SPON ADR REP A 056752108 592,714 6,823 SH SOLE 6,823 0 0
BAKER HUGHES COMPANY CL A 05722G100 435,741 7,937 SH SOLE 7,937 0 0
BLACKROCK INC COM 09290D101 4,803,019 4,538 SH SOLE 4,538 0 0
BLACKSTONE INC COM 09260D107 3,534,398 31,532 SH SOLE 31,532 0 0
BLOCK INC CL A 852234103 610,078 8,297 SH SOLE 8,297 0 0
BROADCOM INC COM 11135F101 13,544,247 38,567 SH SOLE 38,567 0 0
BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 11285B108 1,279,418 45,337 SH SOLE 45,337 0 0
BURLINGTON STORES INC COM 122017106 1,064,218 3,983 SH SOLE 3,983 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 578,154 1,751 SH SOLE 1,751 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 884,791 10,397 SH SOLE 10,397 0 0
CATERPILLAR INC COM 149123101 381,882 471 SH SOLE 471 0 0
CHEVRON CORPORATION COM 166764100 2,537,353 12,425 SH SOLE 12,425 0 0
CHUBB LIMITED COM H1467J104 3,623,250 11,140 SH SOLE 11,140 0 0
CISCO SYS INC COM 17275R102 7,869,691 73,118 SH SOLE 73,118 0 0
CITIGROUP INC COM NEW 172967424 398,539 3,078 SH SOLE 3,078 0 0
CMS ENERGY CORP COM 125896100 362,062 5,740 SH SOLE 5,740 0 0
COMFORT SYS USA INC COM 199908104 345,705 209 SH SOLE 209 0 0
CONSTELLATION ENERGY CORP COM 21037T109 920,898 3,625 SH SOLE 3,625 0 0
CORPAY INC COM SHS 219948106 1,302,199 3,351 SH SOLE 3,351 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 7,055,588 26,650 SH SOLE 26,650 0 0
CUMMINS INC COM 231021106 290,312 562 SH SOLE 562 0 0
DANAHER CORP DEL COM 235851102 509,565 2,300 SH SOLE 2,300 0 0
DEERE & CO COM 244199105 375,396 559 SH SOLE 559 0 0
DEXCOM INC COM 252131107 474,250 5,496 SH SOLE 5,496 0 0
DICKS SPORTING GOODS INC COM 253393102 365,467 2,721 SH SOLE 2,721 0 0
DIGITAL RLTY TR INC COM 253868103 573,808 3,269 SH SOLE 3,269 0 0
DOUBLELINE ETF TRUST COMMERCIAL REAL 25861R303 917,033 17,974 SH SOLE 17,974 0 0
ECOLAB INC COM 278865100 3,277,387 11,936 SH SOLE 11,936 0 0
ELEMENT SOLUTIONS INC COM 28618M106 363,657 10,024 SH SOLE 10,024 0 0
ELI LILLY & CO COM 532457108 3,280,322 2,835 SH SOLE 2,835 0 0
EMERSON ELEC CO COM 291011104 424,621 2,738 SH SOLE 2,738 0 0
ENPHASE ENERGY INC COM 29355A107 242,147 7,340 SH SOLE 7,340 0 0
ENTERGY CORP NEW COM 29364G103 376,329 3,791 SH SOLE 3,791 0 0
EOG RES INC COM 26875P101 1,240,772 9,007 SH SOLE 9,007 0 0
EQUINIX INC COM 29444U700 932,677 922 SH SOLE 922 0 0
EVERCORE INC CLASS A 29977A105 465,303 1,807 SH SOLE 1,807 0 0
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 3,245,552 19,942 SH SOLE 19,942 0 0
FASTENAL CO COM 311900104 339,825 6,861 SH SOLE 6,861 0 0
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101 289,676 2,675 SH SOLE 2,675 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 385,800 1,733 SH SOLE 1,733 0 0
FIRST SOLAR INC COM 336433107 728,666 4,160 SH SOLE 4,160 0 0
FORTINET INC COM 34959E109 2,788,477 15,599 SH SOLE 15,599 0 0
FORTIS INC COM 349553107 774,614 14,665 SH SOLE 14,665 0 0
GE VERNOVA INC COM 36828A101 1,310,726 1,379 SH SOLE 1,379 0 0
GENERAL DYNAMICS CORP COM 369550108 2,984,601 8,994 SH SOLE 8,994 0 0
GENERAL MTRS CO COM 37045V100 380,380 4,940 SH SOLE 4,940 0 0
GILEAD SCIENCES INC COM 375558103 521,246 3,497 SH SOLE 3,497 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 591,812 12,350 SH SOLE 12,350 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 802,221 891 SH SOLE 891 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 564,046 3,956 SH SOLE 3,956 0 0
HA SUSTAINABLE INFRA CAP INC COM 41068X100 215,207 6,008 SH SOLE 6,008 0 0
HALLIBURTON CO COM 406216101 249,439 7,844 SH SOLE 7,844 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 2,382,756 37,295 SH SOLE 37,295 0 0
HUBBELL INC COM 443510607 434,806 959 SH SOLE 959 0 0
IDEXX LABS INC COM 45168D104 613,051 1,174 SH SOLE 1,174 0 0
INTEL CORP COM 458140100 1,562,990 13,000 SH SOLE 13,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 520,080 1,279 SH SOLE 1,279 0 0
ISHARES INC CORE MSCI EMKT 46434G103 672,438 8,285 SH SOLE 8,285 0 0
ISHARES TR CORE MSCI EAFE 46432F842 2,943,924 30,387 SH SOLE 30,387 0 0
ISHARES TR CORE MSCI TOTAL 46432F834 853,635 8,987 SH SOLE 8,987 0 0
ISHARES TR IBOXX HI YD ETF 464288513 716,740 9,283 SH SOLE 9,283 0 0
ISHARES TR INTL TREA BD ETF 464288117 277,356 6,974 SH SOLE 6,974 0 0
ISHARES TR NATIONAL MUN ETF 464288414 694,355 6,868 SH SOLE 6,868 0 0
ISHARES TR ULTRA SHORT DUR 46434V878 295,643 5,866 SH SOLE 5,866 0 0
JABIL INC COM 466313103 427,135 1,489 SH SOLE 1,489 0 0
JD.COM INC SPON ADS CL A 47215P106 726,951 27,329 SH SOLE 27,329 0 0
JOHNSON & JOHNSON COM 478160104 1,334,845 5,042 SH SOLE 5,042 0 0
JPMORGAN CHASE & CO COM 46625H100 2,116,650 6,398 SH SOLE 6,398 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 2,919,601 8,020 SH SOLE 8,020 0 0
KINDER MORGAN INC DEL COM 49456B101 2,533,195 84,020 SH SOLE 84,020 0 0
KLA CORP COM NEW 482480100 6,751,985 34,638 SH SOLE 34,638 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 2,112,581 8,922 SH SOLE 8,922 0 0
LAM RESEARCH CORP COM NEW 512807306 3,846,215 11,708 SH SOLE 11,708 0 0
LINDE PLC SHS G54950103 2,722,140 5,735 SH SOLE 5,735 0 0
M & T BK CORP COM 55261F104 437,594 2,011 SH SOLE 2,011 0 0
MARKEL GROUP INC COM 570535104 306,529 179 SH SOLE 179 0 0
MARTIN MARIETTA MATLS INC COM 573284106 554,660 1,156 SH SOLE 1,156 0 0
MARVELL TECHNOLOGY INC COM 573874104 2,864,572 10,842 SH SOLE 10,842 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,069,300 1,939 SH SOLE 1,939 0 0
MEDTRONIC PLC SHS G5960L103 480,677 5,570 SH SOLE 5,570 0 0
MERCK & CO INC COM 58933Y105 830,447 5,715 SH SOLE 5,715 0 0
META PLATFORMS INC CL A 30303M102 6,850,782 9,447 SH SOLE 9,447 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 526,848 6,774 SH SOLE 6,774 0 0
MICRON TECHNOLOGY INC COM 595112103 6,846,527 6,428 SH SOLE 6,428 0 0
MICROSOFT CORP COM 594918104 17,238,721 33,610 SH SOLE 33,610 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,641,616 3,681 SH SOLE 3,681 0 0
NEXTERA ENERGY INC COM 65339F101 3,707,722 48,953 SH SOLE 48,953 0 0
NOVO-NORDISK A S ADR 670100205 834,802 22,021 SH SOLE 22,021 0 0
NUCOR CORP COM 670346105 680,914 2,913 SH SOLE 2,913 0 0
NUVATION BIO INC COM CL A 67080N101 67,200 12,000 SH SOLE 12,000 0 0
NVIDIA CORPORATION COM 67066G104 18,306,268 80,157 SH SOLE 80,157 0 0
NXP SEMICONDUCTORS N V COM N6596X109 841,984 3,545 SH SOLE 3,545 0 0
OKTA INC CL A 679295105 704,282 3,368 SH SOLE 3,368 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 491,286 2,826 SH SOLE 2,826 0 0
ORACLE CORP COM 68389X105 3,928,178 28,610 SH SOLE 28,610 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 812,420 9,512 SH SOLE 9,512 0 0
PACCAR INC COM 693718108 232,578 2,118 SH SOLE 2,118 0 0
PALO ALTO NETWORKS INC COM 697435105 3,256,750 8,197 SH SOLE 8,197 0 0
PARKER-HANNIFIN CORP COM 701094104 3,352,569 3,509 SH SOLE 3,509 0 0
PHILLIPS 66 COM 718546104 4,405,923 17,257 SH SOLE 17,257 0 0
PPG INDS INC COM 693506107 1,616,698 15,496 SH SOLE 15,496 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 281,691 2,516 SH SOLE 2,516 0 0
PROCTER & GAMBLE CO COM 742718109 632,404 4,353 SH SOLE 4,353 0 0
PROLOGIS INC. COM 74340W103 3,284,433 25,296 SH SOLE 25,296 0 0
QNITY ELECTRONICS INC COMMON STOCK 74743L100 465,995 3,706 SH SOLE 3,706 0 0
QUALCOMM INC COM 747525103 331,835 1,803 SH SOLE 1,803 0 0
RBC BEARINGS INC COM 75524B104 715,896 1,434 SH SOLE 1,434 0 0
RELX PLC SPONSORED ADR 759530108 633,052 19,079 SH SOLE 19,079 0 0
RIO TINTO PLC SPONSORED ADR 767204100 976,537 10,370 SH SOLE 10,370 0 0
ROCKWELL AUTOMATION INC COM 773903109 779,241 1,790 SH SOLE 1,790 0 0
ROPER TECHNOLOGIES INC COM 776696106 1,602,394 4,586 SH SOLE 4,586 0 0
RPM INTL INC COM 749685103 526,754 5,339 SH SOLE 5,339 0 0
SAP SE SPON ADR 803054204 980,065 4,701 SH SOLE 4,701 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 347,504 10,683 SH SOLE 10,683 0 0
SERVICENOW INC COM 81762P102 780,742 5,826 SH SOLE 5,826 0 0
SHELL PLC SPON ADS 780259305 1,030,776 10,845 SH SOLE 10,845 0 0
SHERWIN WILLIAMS CO COM 824348106 2,784,971 8,615 SH SOLE 8,615 0 0
SIMON PPTY GROUP INC NEW COM 828806109 224,650 1,119 SH SOLE 1,119 0 0
SLB LIMITED COM STK 806857108 1,236,868 25,387 SH SOLE 25,387 0 0
SONY GROUP CORP SPONSORED ADR 835699307 681,803 28,976 SH SOLE 28,976 0 0
SPDR SERIES TRUST ST NUVE HIGH ETF 78464A284 655,470 27,928 SH SOLE 27,928 0 0
SPDR SERIES TRUST ST SHOR CORP ETF 78464A474 726,819 24,563 SH SOLE 24,563 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 711,087 1,459 SH SOLE 1,459 0 0
STRYKER CORPORATION COM 863667101 1,798,572 6,531 SH SOLE 6,531 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 4,384,558 9,611 SH SOLE 9,611 0 0
TC ENERGY CORP COM 87807B107 894,110 15,474 SH SOLE 15,474 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 753,062 3,568 SH SOLE 3,568 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 688,483 86,820 SH SOLE 86,820 0 0
TESLA INC COM 88160R101 4,321,231 12,179 SH SOLE 12,179 0 0
TEXAS INSTRS INC COM 882508104 5,304,435 18,938 SH SOLE 18,938 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 535,315 793 SH SOLE 793 0 0
TJX COS INC NEW COM 872540109 660,227 4,990 SH SOLE 4,990 0 0
TKO GROUP HOLDINGS INC CL A 87256C101 529,013 2,944 SH SOLE 2,944 0 0
TOTALENERGIES SE ACT F92124100 1,028,601 12,030 SH SOLE 12,030 0 0
TOYOTA MOTOR CORP ADS 892331307 729,179 3,982 SH SOLE 3,982 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 3,771,242 8,344 SH SOLE 8,344 0 0
TYLER TECHNOLOGIES INC COM 902252105 423,101 1,328 SH SOLE 1,328 0 0
ULTA BEAUTY INC COM 90384S303 227,207 416 SH SOLE 416 0 0
UNION PAC CORP COM 907818108 260,888 959 SH SOLE 959 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819 1,170,736 16,068 SH SOLE 16,068 0 0
VANGUARD BD INDEX FDS LONG TERM BOND 921937793 487,886 7,778 SH SOLE 7,778 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1,544,525 22,017 SH SOLE 22,017 0 0
VANGUARD INDEX FDS MRNGSTR MID CAP 922908629 2,511,012 32,020 SH SOLE 32,020 0 0
VANGUARD INDEX FDS MRNGSTR SML CAP 922908751 2,696,208 9,477 SH SOLE 9,477 0 0
VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 256,958 687 SH SOLE 687 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4,088,114 5,833 SH SOLE 5,833 0 0
VANGUARD INSTL INDEX FD 0 3 MO TR BI ETF 922040845 300,911 3,974 SH SOLE 3,974 0 0
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 348,834 8,204 SH SOLE 8,204 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 312,082 1,977 SH SOLE 1,977 0 0
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 606,682 12,810 SH SOLE 12,810 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768 1,057,556 12,448 SH SOLE 12,448 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702 539,250 4,291 SH SOLE 4,291 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 230,772 5,031 SH SOLE 5,031 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 619,446 2,567 SH SOLE 2,567 0 0
VISA INC COM CL A 92826C839 2,962,935 8,246 SH SOLE 8,246 0 0
WALMART INC COM 931142103 5,104,464 49,119 SH SOLE 49,119 0 0
WASTE CONNECTIONS INC COM 94106B101 687,156 4,464 SH SOLE 4,464 0 0
WATSCO INC COM 942622200 270,701 894 SH SOLE 894 0 0
WEC ENERGY GROUP INC COM 92939U106 1,290,286 12,803 SH SOLE 12,803 0 0
WESTERN DIGITAL CORP COM 958102105 6,388,768 14,058 SH SOLE 14,058 0 0
WILLIAMS COS INC COM 969457100 385,526 5,672 SH SOLE 5,672 0 0
WOODWARD INC COM 980745103 359,811 1,095 SH SOLE 1,095 0 0
XYLEM INC COM 98419M100 1,561,280 15,417 SH SOLE 15,417 0 0