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
3M CO COM 88579Y101 1,245,242 7,586 SH SOLE 7,586 0 0
ABBOTT LABORATORIES COM 002824100 546,431 5,529 SH SOLE 5,529 0 0
ABBVIE INC COM 00287Y109 753,641 2,881 SH SOLE 2,881 0 0
ADVANCED MICRO DEVICES INC COM 007903107 1,897,680 3,102 SH SOLE 3,102 0 0
AFFIRM HLDGS INC COM CL A 00827B106 359,234 5,189 SH SOLE 5,189 0 0
ALLSTATE CORP COM 020002101 408,444 1,841 SH SOLE 1,841 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 382,447 1,550 SH SOLE 1,550 0 0
ALPHABET INC CAP STK CL A 02079K305 7,291,055 21,190 SH SOLE 21,190 0 0
ALTRIA GROUP INC COM 02209S103 512,659 7,613 SH SOLE 7,613 0 0
AMAZON COM INC COM 023135106 4,983,249 20,001 SH SOLE 20,001 0 0
AMERICAN EXPRESS CO COM 025816109 1,458,768 4,797 SH SOLE 4,797 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 367,954 2,842 SH SOLE 2,842 0 0
AMGEN INC COM 031162100 2,685,440 6,371 SH SOLE 6,371 0 0
ANALOG DEVICES INC COM 032654105 648,224 1,634 SH SOLE 1,634 0 0
APPLE INC COM 037833100 9,307,243 27,948 SH SOLE 27,948 0 0
APPLIED MATLS INC COM 038222105 385,581 754 SH SOLE 754 0 0
APPLOVIN CORP COM CL A 03831W108 405,731 1,397 SH SOLE 1,397 0 0
ARCH CAP GROUP LTD ORD G0450A105 379,323 4,107 SH SOLE 4,107 0 0
AST SPACEMOBILE INC COM CL A 00217D100 331,970 5,640 SH SOLE 5,640 0 0
ATMOS ENERGY CORP COM 049560105 391,100 2,500 SH SOLE 2,500 0 0
BANK OF AMER CORP COM 060505104 909,580 16,711 SH SOLE 16,711 0 0
BARRICK MNG CORP COM SHS 06849F108 379,934 9,321 SH SOLE 9,321 0 0
BCE INC COM NEW 05534B760 352,908 17,295 SH SOLE 17,295 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,072,584 2,154 SH SOLE 2,154 0 0
BOEING CO COM 097023105 892,482 4,797 SH SOLE 4,797 0 0
BOSTON SCIENTIFIC CORP COM 101137107 443,266 10,155 SH SOLE 10,155 0 0
BROADCOM INC COM 11135F101 2,806,359 7,991 SH SOLE 7,991 0 0
CANADIAN NATL RY CO COM 136375102 415,345 3,481 SH SOLE 3,481 0 0
CAPITAL ONE FINL CORP COM 14040H105 524,571 2,717 SH SOLE 2,717 0 0
CARVANA CO CL A 146869102 331,149 5,295 SH SOLE 5,295 0 0
CATERPILLAR INC COM 149123101 4,121,246 5,083 SH SOLE 5,083 0 0
CENCORA INC COM 03073E105 387,022 1,289 SH SOLE 1,289 0 0
CENTENE CORP DEL COM 15135B101 383,032 6,166 SH SOLE 6,166 0 0
CHARLES SCHWAB CORP (THE) COM 808513105 585,267 5,988 SH SOLE 5,988 0 0
CHENIERE ENERGY INC COM NEW 16411R208 423,184 1,573 SH SOLE 1,573 0 0
CHEVRON CORPORATION COM 166764100 1,572,621 7,701 SH SOLE 7,701 0 0
CIENA CORP COM NEW 171779309 417,259 1,186 SH SOLE 1,186 0 0
CISCO SYS INC COM 17275R102 1,171,660 10,886 SH SOLE 10,886 0 0
CLOUDFLARE INC CL A COM 18915M107 517,794 1,491 SH SOLE 1,491 0 0
COCA COLA CO COM 191216100 621,584 7,221 SH SOLE 7,221 0 0
COMCAST CORP NEW CL A 20030N101 472,214 21,701 SH SOLE 21,701 0 0
CONSTELLATION BRANDS INC CL A 21036P108 365,862 3,236 SH SOLE 3,236 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 638,148 701 SH SOLE 701 0 0
CRH PLC ORD G25508105 375,001 4,529 SH SOLE 4,529 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 765,128 2,890 SH SOLE 2,890 0 0
CSX CORP COM 126408103 459,519 9,880 SH SOLE 9,880 0 0
DANAHER CORP DEL COM 235851102 459,495 2,074 SH SOLE 2,074 0 0
DATADOG INC CL A COM 23804L103 480,881 1,756 SH SOLE 1,756 0 0
DELTA AIR LINES INC COM NEW 247361702 336,845 4,036 SH SOLE 4,036 0 0
DISNEY WALT CO COM 254687106 503,205 4,797 SH SOLE 4,797 0 0
DOORDASH INC CL A 25809K105 429,691 2,341 SH SOLE 2,341 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 489,901 4,297 SH SOLE 4,297 0 0
ELI LILLY & CO COM 532457108 1,779,589 1,538 SH SOLE 1,538 0 0
EXELON CORP COM 30161N101 238,481 5,903 SH SOLE 5,903 0 0
EXXONMOBIL HOLDINGS CORP COM SHS *A* 30233Q108 720,006 4,424 SH SOLE 4,424 0 0
FEDEX CORP COM 31428X106 408,819 1,434 SH SOLE 1,434 0 0
FIFTH THIRD BANCORP COM 316773100 363,771 7,192 SH SOLE 7,192 0 0
FORD MTR CO COM 345370860 355,541 29,481 SH SOLE 29,481 0 0
FORTINET INC COM 34959E109 557,552 3,119 SH SOLE 3,119 0 0
FTAI AVIATION LTD SHS G3730V105 375,149 2,246 SH SOLE 2,246 0 0
GE AEROSPACE COM NEW 369604301 239,526 767 SH SOLE 767 0 0
GE VERNOVA INC COM 36828A101 736,630 775 SH SOLE 775 0 0
GENERAL MTRS CO COM 37045V100 463,001 6,013 SH SOLE 6,013 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 361,810 8,639 SH SOLE 8,639 0 0
GILDAN ACTIVEWEAR INC COM 375916103 385,798 9,034 SH SOLE 9,034 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 5,042,916 5,601 SH SOLE 5,601 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 103,314 33,220 SH SOLE 33,220 0 0
HALLIBURTON CO COM 406216101 344,108 10,821 SH SOLE 10,821 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 260,015 2,125 SH SOLE 2,125 0 0
HERSHEY CO COM 427866108 353,834 2,245 SH SOLE 2,245 0 0
HOME DEPOT INC COM 437076102 1,539,375 5,411 SH SOLE 5,411 0 0
HONEYWELL INTL INC COM 438516205 1,422,790 6,745 SH SOLE 6,745 0 0
HUNT J B TRANS SVCS INC COM 445658107 387,607 1,730 SH SOLE 1,730 0 0
HUNTINGTON BANCSHARES INC COM 446150104 341,290 22,365 SH SOLE 22,365 0 0
ILLINOIS TOOL WKS INC COM 452308109 429,143 1,668 SH SOLE 1,668 0 0
INTEL CORP COM 458140100 514,705 4,281 SH SOLE 4,281 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,055,004 4,797 SH SOLE 4,797 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 601,406 1,479 SH SOLE 1,479 0 0
JOHNSON & JOHNSON COM 478160104 1,958,017 7,396 SH SOLE 7,396 0 0
JPMORGAN CHASE & CO COM 46625H100 2,669,136 8,068 SH SOLE 8,068 0 0
LAM RESEARCH CORP COM NEW 512807306 302,886 922 SH SOLE 922 0 0
LAUDER ESTEE COS INC CL A 518439104 370,802 3,997 SH SOLE 3,997 0 0
LINDE PLC SHS G54950103 367,854 775 SH SOLE 775 0 0
LOCKHEED MARTIN CORP COM 539830109 294,347 578 SH SOLE 578 0 0
LUMENTUM HLDGS INC COM 55024U109 467,176 481 SH SOLE 481 0 0
LYONDELLBASELL INDUSTRIES NV SHS - A - N53745100 397,463 6,916 SH SOLE 6,916 0 0
MARATHON PETE CORP COM 56585A102 515,232 1,303 SH SOLE 1,303 0 0
MARKEL GROUP INC COM 570535104 361,327 211 SH SOLE 211 0 0
MARRIOTT INTL INC NEW CL A 571903202 290,582 817 SH SOLE 817 0 0
MASTERCARD INCORPORATED CL A 57636Q104 420,220 762 SH SOLE 762 0 0
MCDONALDS CORP COM 580135101 1,107,819 4,797 SH SOLE 4,797 0 0
MERCK & CO INC COM 58933Y105 926,061 6,373 SH SOLE 6,373 0 0
META PLATFORMS INC CL A 30303M102 2,525,077 3,482 SH SOLE 3,482 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 410,392 5,277 SH SOLE 5,277 0 0
MICRON TECHNOLOGY INC COM 595112103 2,225,015 2,089 SH SOLE 2,089 0 0
MICROSOFT CORP COM 594918104 8,156,649 15,903 SH SOLE 15,903 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 403,548 9,696 SH SOLE 9,696 0 0
MSCI INC COM 55354G100 368,982 685 SH SOLE 685 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 248,382 1,053 SH SOLE 1,053 0 0
NETFLIX INC. COM 64110L106 768,163 11,040 SH SOLE 11,040 0 0
NEXTERA ENERGY INC COM 65339F101 557,219 7,357 SH SOLE 7,357 0 0
NVIDIA CORPORATION COM 67066G104 9,402,633 41,171 SH SOLE 41,171 0 0
OCCIDENTAL PETE CORP COM 674599105 394,929 7,139 SH SOLE 7,139 0 0
ON SEMICONDUCTOR CORP COM 682189105 386,579 5,029 SH SOLE 5,029 0 0
ONEOK INC NEW COM *A* 30609A109 410,490 4,814 SH SOLE 4,814 0 0
ORACLE CORP COM 68389X105 680,733 4,958 SH SOLE 4,958 0 0
PACCAR INC COM 693718108 450,221 4,100 SH SOLE 4,100 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 994,919 5,319 SH SOLE 5,319 0 0
PALO ALTO NETWORKS INC COM 697435105 900,304 2,266 SH SOLE 2,266 0 0
PEPSICO INC COM 713448108 611,044 4,822 SH SOLE 4,822 0 0
PHILIP MORRIS INTL INC COM 718172109 819,190 4,293 SH SOLE 4,293 0 0
PNC FINL SVCS GROUP INC COM 693475105 445,187 2,003 SH SOLE 2,003 0 0
PROCTER & GAMBLE CO COM 742718109 1,144,952 7,881 SH SOLE 7,881 0 0
PROGRESSIVE CORP COM 743315103 518,275 2,500 SH SOLE 2,500 0 0
REGENERON PHARMACEUTICALS COM 75886F107 474,677 626 SH SOLE 626 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 311,589 20,856 SH SOLE 20,856 0 0
ROBINHOOD MKTS INC COM CL A 770700102 456,750 4,060 SH SOLE 4,060 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 362,065 6,204 SH SOLE 6,204 0 0
SALESFORCE INC COM 79466L302 1,101,247 4,797 SH SOLE 4,797 0 0
SANDISK CORP COM 80004C200 748,153 430 SH SOLE 430 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 684,376 742 SH SOLE 742 0 0
SHERWIN WILLIAMS CO COM 824348106 1,550,726 4,797 SH SOLE 4,797 0 0
SNOWFLAKE INC COM SHS 833445109 524,620 1,545 SH SOLE 1,545 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 488,183 3,236 SH SOLE 3,236 0 0
STARBUCKS CORP COM 855244109 452,699 4,818 SH SOLE 4,818 0 0
STRYKER CORPORATION COM 863667101 490,470 1,781 SH SOLE 1,781 0 0
TARGA RES CORP COM 87612G101 400,329 1,481 SH SOLE 1,481 0 0
TC ENERGY CORP COM 87807B107 439,417 7,572 SH SOLE 7,572 0 0
TESLA INC COM 88160R101 1,573,228 4,434 SH SOLE 4,434 0 0
TEXAS INSTRS INC COM 882508104 293,814 1,049 SH SOLE 1,049 0 0
TFI INTERNATIONAL INC COM 87241L109 308,567 2,567 SH SOLE 2,567 0 0
THE CIGNA GROUP COM 125523100 433,569 1,595 SH SOLE 1,595 0 0
THOMSON REUTERS CORP COM 884903881 360,602 3,697 SH SOLE 3,697 0 0
TOAST INC CL A 888787108 331,849 11,447 SH SOLE 11,447 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 613,696 5,207 SH SOLE 5,207 0 0
TRAVELERS COMPANIES INC COM 89417E109 1,710,178 4,797 SH SOLE 4,797 0 0
TWILIO INC CL A 90138F102 405,934 1,388 SH SOLE 1,388 0 0
UBER TECHNOLOGIES INC COM 90353T100 554,177 8,089 SH SOLE 8,089 0 0
UNION PAC CORP COM 907818108 579,637 2,130 SH SOLE 2,130 0 0
UNITED AIRLS HLDGS INC COM 910047109 302,450 2,726 SH SOLE 2,726 0 0
UNITED PARCEL SVCS INC CL B 911312106 404,408 4,328 SH SOLE 4,328 0 0
UNITEDHEALTH GROUP INC COM 91324P102 2,457,968 6,696 SH SOLE 6,696 0 0
US BANCORP COM NEW 902973304 484,664 8,391 SH SOLE 8,391 0 0
VALERO ENERGY CORP COM 91913Y100 384,897 993 SH SOLE 993 0 0
VISA INC COM CL A 92826C839 2,366,188 6,585 SH SOLE 6,585 0 0
WALMART INC COM 931142103 900,259 8,663 SH SOLE 8,663 0 0
WEC ENERGY GROUP INC COM 92939U106 345,776 3,431 SH SOLE 3,431 0 0
WELLS FARGO & CO COM 949746101 681,866 8,518 SH SOLE 8,518 0 0
XCEL ENERGY INC COM 98389B100 392,574 5,570 SH SOLE 5,570 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 365,269 4,112 SH SOLE 4,112 0 0
ZSCALER INC COM 98980G102 371,719 1,864 SH SOLE 1,864 0 0