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 LABORATORIES COM 002824100 1,296,551 13,119 SH SOLE 13,119 0 0
ABBVIE INC COM 00287Y109 43,991,590 168,170 SH SOLE 163,324 0 4,846
ADVANCED MICRO DEVICES INC COM 007903107 37,050,633 60,564 SH SOLE 58,814 0 1,750
ALPHABET INC CAP STK CL A 02079K305 94,904,834 275,822 SH SOLE 267,891 0 7,931
AMAZON COM INC COM 023135106 65,995,599 264,883 SH SOLE 257,251 0 7,632
AMERICAN ELEC PWR CO INC COM 025537101 1,250,228 10,538 SH SOLE 10,538 0 0
AMERICAN EXPRESS CO COM 025816109 390,769 1,285 SH SOLE 1,285 0 0
APPLE INC COM 037833100 86,888,248 260,910 SH SOLE 253,198 0 7,712
APPLIED MATLS INC COM 038222105 1,539,765 3,011 SH SOLE 3,011 0 0
BAKER HUGHES COMPANY CL A 05722G100 1,824,821 33,239 SH SOLE 33,239 0 0
BECTON DICKINSON & CO COM 075887109 22,760,566 127,154 SH SOLE 123,343 0 3,811
BLACKROCK INC COM 09290D101 1,961,011 1,853 SH SOLE 1,853 0 0
BOEING CO COM 097023105 38,401,278 206,403 SH SOLE 200,344 0 6,059
BOSTON SCIENTIFIC CORP COM 101137107 13,457,862 308,313 SH SOLE 299,582 0 8,731
BROADCOM INC COM 11135F101 53,607,046 152,644 SH SOLE 148,161 0 4,483
CARLISLE COS INC COM 142339100 24,804,513 76,992 SH SOLE 74,781 0 2,211
CENCORA INC COM 03073E105 1,878,965 6,258 SH SOLE 6,258 0 0
CHARLES SCHWAB CORP (THE) COM 808513105 1,138,378 11,647 SH SOLE 11,647 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,073,009 33,584 SH SOLE 33,584 0 0
CITIGROUP INC COM NEW 172967424 1,130,360 8,730 SH SOLE 8,730 0 0
COCA COLA CO COM 191216100 1,395,615 16,213 SH SOLE 16,213 0 0
DANAHER CORP DEL COM 235851102 1,470,649 6,638 SH SOLE 6,638 0 0
DELL TECHNOLOGIES INC CL C 24703L202 809,615 1,505 SH SOLE 1,505 0 0
DELTA AIR LINES INC COM NEW 247361702 26,685,250 319,737 SH SOLE 310,132 0 9,605
DEVON ENERGY CORP NEW COM 25179M103 1,599,522 34,742 SH SOLE 34,742 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,725,424 9,387 SH SOLE 9,387 0 0
ECOLAB INC COM 278865100 30,423,739 110,801 SH SOLE 107,484 0 3,317
EMERSON ELEC CO COM 291011104 32,016,673 206,426 SH SOLE 200,579 0 5,847
FIFTH THIRD BANCORP COM 316773100 1,944,245 38,439 SH SOLE 38,439 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 40,428,865 44,903 SH SOLE 43,575 0 1,328
HOME DEPOT INC COM 437076102 34,579,760 121,550 SH SOLE 117,897 0 3,653
HONEYWELL AEROSPACE INC COM 43849R105 12,644,312 81,592 SH SOLE 79,147 0 2,445
HONEYWELL INTL INC COM 438516205 17,211,438 81,594 SH SOLE 79,149 0 2,445
INGERSOLL RAND INC COM 45687V106 35,752,736 476,005 SH SOLE 462,159 0 13,846
INTEL CORP COM 458140100 1,427,130 11,870 SH SOLE 11,870 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 28,996,785 71,310 SH SOLE 69,269 0 2,041
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 24,038,037 378,016 SH SOLE 367,237 0 10,779
LOWES COS INC COM 548661107 35,431,043 192,257 SH SOLE 186,636 0 5,621
MARRIOTT INTL INC NEW CL A 571903202 1,555,701 4,374 SH SOLE 4,374 0 0
MARSH & MCLENNAN COS INC COM 571748102 31,993,948 187,395 SH SOLE 181,777 0 5,618
MASTERCARD INCORPORATED CL A 57636Q104 42,719,072 77,464 SH SOLE 75,217 0 2,247
MCDONALDS CORP COM 580135101 14,488,945 62,739 SH SOLE 60,929 0 1,810
META PLATFORMS INC CL A 30303M102 47,767,607 65,870 SH SOLE 63,890 0 1,980
MICRON TECHNOLOGY INC COM 595112103 1,973,649 1,853 SH SOLE 1,853 0 0
MICROSOFT CORP COM 594918104 92,833,874 180,998 SH SOLE 175,700 0 5,298
NVIDIA CORPORATION COM 67066G104 110,861,362 485,425 SH SOLE 471,186 0 14,239
NXP SEMICONDUCTORS N V COM N6596X109 42,473,452 178,813 SH SOLE 173,446 0 5,367
OREILLY AUTOMOTIVE INC COM 67103H107 1,726,990 20,220 SH SOLE 20,220 0 0
PALO ALTO NETWORKS INC COM 697435105 2,576,555 6,485 SH SOLE 6,485 0 0
SALESFORCE INC COM 79466L302 1,147,850 5,000 SH SOLE 5,000 0 0
SHERWIN WILLIAMS CO COM 824348106 33,262,867 102,895 SH SOLE 99,808 0 3,087
STANLEY BLACK & DECKER INC COM 854502101 2,092,939 23,625 SH SOLE 23,625 0 0
STRYKER CORPORATION COM 863667101 27,850,466 101,131 SH SOLE 98,130 0 3,001
SYNOPSYS INC COM 871607107 448,858 1,032 SH SOLE 1,032 0 0
T-MOBILE US INC COM 872590104 1,076,491 6,601 SH SOLE 6,601 0 0
TJX COS INC NEW COM 872540109 847,446 6,405 SH SOLE 6,405 0 0
TRUIST FINL CORP COM 89832Q109 1,200,420 25,927 SH SOLE 25,927 0 0
WALMART INC COM 931142103 2,188,763 21,062 SH SOLE 21,062 0 0
XCEL ENERGY INC COM 98389B100 1,567,546 22,241 SH SOLE 22,241 0 0