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
Estimated average burden
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100   80,507,807 731,424 SH   SOLE   731,424 0 0
ABBVIE INC COM 00287Y109   751,140 4,847 SH   SOLE   4,847 0 0
ADVANCED MICRO DEVICES INC COM 007903107   143,406,869 972,844 SH   SOLE   972,844 0 0
AIR PRODS & CHEMS INC COM 009158106   3,939,743 14,389 SH   SOLE   14,389 0 0
ALPHABET INC CAP STK CL C 02079K107   2,068,289 14,676 SH   SOLE   14,676 0 0
ALPHABET INC CAP STK CL A 02079K305   91,935,856 658,142 SH   SOLE   658,142 0 0
AMAZON COM INC COM 023135106   3,723,897 24,509 SH   SOLE   24,509 0 0
AMERICAN EXPRESS CO COM 025816109   605,296 3,231 SH   SOLE   3,231 0 0
ANSYS INC COM 03662Q105   51,883,566 142,977 SH   SOLE   142,977 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   92,254,258 989,959 SH   SOLE   989,959 0 0
APPLE INC COM 037833100   92,015,801 477,930 SH   SOLE   477,930 0 0
ARES CAPITAL CORP COM 04010L103   3,551,164 177,292 SH   SOLE   177,292 0 0
AUTODESK INC COM 052769106   536,386 2,203 SH   SOLE   2,203 0 0
BANK AMERICA CORP COM 060505104   15,047,410 446,909 SH   SOLE   446,909 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,487,272 4,170 SH   SOLE   4,170 0 0
BLACKROCK ENHANCD CAP & INM COM 09256A109   39,293,561 2,068,082 SH   SOLE   2,068,082 0 0
BLACKSTONE INC COM 09260D107   106,903,724 816,558 SH   SOLE   816,558 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   33,778,616 658,324 SH   SOLE   658,324 0 0
BROADCOM INC COM 11135F101   79,728,017 71,425 SH   SOLE   71,425 0 0
CATERPILLAR INC COM 149123101   1,086,292 3,674 SH   SOLE   3,674 0 0
CHEVRON CORP NEW COM 166764100   15,818,921 106,053 SH   SOLE   106,053 0 0
CIENA CORP COM NEW 171779309   90,697,093 2,015,043 SH   SOLE   2,015,043 0 0
CISCO SYS INC COM 17275R102   4,249,055 84,106 SH   SOLE   84,106 0 0
CNH INDL N V SHS N20944109   4,543,993 373,070 SH   SOLE   373,070 0 0
COCA COLA CO COM 191216100   284,696 4,831 SH   SOLE   4,831 0 0
COCA COLA CONS INC COM 191098102   835,560 900 SH   SOLE   900 0 0
COHERENT CORP COM 19247G107   74,379,886 1,708,704 SH   SOLE   1,708,704 0 0
COLGATE PALMOLIVE CO COM 194162103   429,481 5,388 SH   SOLE   5,388 0 0
CONSTELLATION BRANDS INC CL A 21036P108   79,559,573 329,099 SH   SOLE   329,099 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   592,598 2,321 SH   SOLE   2,321 0 0
CROWN CASTLE INC COM 22822V101   4,086,797 35,479 SH   SOLE   35,479 0 0
DANAHER CORPORATION COM 235851102   48,107,946 207,953 SH   SOLE   207,953 0 0
DEERE & CO COM 244199105   62,184,951 155,513 SH   SOLE   155,513 0 0
DEVON ENERGY CORP NEW COM 25179M103   44,084,025 973,157 SH   SOLE   973,157 0 0
EATON VANCE ENHANCED EQUITY COM 278274105   15,122,601 912,099 SH   SOLE   912,099 0 0
ELI LILLY & CO COM 532457108   689,896 1,184 SH   SOLE   1,184 0 0
EXXON MOBIL CORP COM 30231G102   1,494,060 14,944 SH   SOLE   14,944 0 0
GALLAGHER ARTHUR J & CO COM 363576109   109,886,275 488,644 SH   SOLE   488,644 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   58,933,962 1,194,204 SH   SOLE   1,194,204 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   70,662,342 1,155,369 SH   SOLE   1,155,369 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   279,358 3,475 SH   SOLE   3,475 0 0
HOME DEPOT INC COM 437076102   1,228,520 3,545 SH   SOLE   3,545 0 0
HONEYWELL INTL INC COM 438516106   32,428,222 154,634 SH   SOLE   154,634 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   247,539 1,514 SH   SOLE   1,514 0 0
INTUIT COM 461202103   1,013,379 1,621 SH   SOLE   1,621 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   18,938,459 120,016 SH   SOLE   120,016 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,435,777 3,506 SH   SOLE   3,506 0 0
ISHARES INC CORE MSCI EMKT 46434G103   217,452 4,299 SH   SOLE   4,299 0 0
ISHARES TR S&P 500 VAL ETF 464287408   229,883 1,322 SH   SOLE   1,322 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   439,293 1,449 SH   SOLE   1,449 0 0
ISHARES TR CORE S&P500 ETF 464287200   10,720,746 22,446 SH   SOLE   22,446 0 0
ISHARES TR CORE S&P TTL STK 464287150   924,277 8,783 SH   SOLE   8,783 0 0
ISHARES TR CORE US AGGBD ET 464287226   243,957 2,458 SH   SOLE   2,458 0 0
ISHARES TR CORE S&P SCP ETF 464287804   380,824 3,518 SH   SOLE   3,518 0 0
ISHARES TR GNMA BOND ETF 46429B333   32,148,548 726,521 SH   SOLE   726,521 0 0
ISHARES TR CORE S&P MCP ETF 464287507   852,638 3,076 SH   SOLE   3,076 0 0
JOHNSON & JOHNSON COM 478160104   1,009,746 6,442 SH   SOLE   6,442 0 0
JPMORGAN CHASE & CO COM 46625H100   35,190,637 206,882 SH   SOLE   206,882 0 0
KIMBERLY-CLARK CORP COM 494368103   20,050,888 165,014 SH   SOLE   165,014 0 0
KINDER MORGAN INC DEL COM 49456B101   43,926,804 2,490,182 SH   SOLE   2,490,182 0 0
KKR & CO INC COM 48251W104   1,020,413 12,316 SH   SOLE   12,316 0 0
LAM RESEARCH CORP COM 512807108   55,126,804 70,381 SH   SOLE   70,381 0 0
LOCKHEED MARTIN CORP COM 539830109   2,840,534 6,267 SH   SOLE   6,267 0 0
LOEWS CORP COM 540424108   1,260,344 18,111 SH   SOLE   18,111 0 0
LOWES COS INC COM 548661107   96,922,461 435,509 SH   SOLE   435,509 0 0
LULULEMON ATHLETICA INC COM 550021109   88,295,055 172,691 SH   SOLE   172,691 0 0
MARRIOTT INTL INC NEW CL A 571903202   439,293 1,948 SH   SOLE   1,948 0 0
MARSH & MCLENNAN COS INC COM 571748102   17,414,946 91,914 SH   SOLE   91,914 0 0
MASTERCARD INCORPORATED CL A 57636Q104   525,034 1,231 SH   SOLE   1,231 0 0
MCDONALDS CORP COM 580135101   502,881 1,696 SH   SOLE   1,696 0 0
MERCK & CO INC COM 58933Y105   61,079,760 560,262 SH   SOLE   560,262 0 0
META PLATFORMS INC CL A 30303M102   692,346 1,956 SH   SOLE   1,956 0 0
MICROSOFT CORP COM 594918104   117,877,413 313,470 SH   SOLE   313,470 0 0
NORFOLK SOUTHN CORP COM 655844108   2,127,893 9,002 SH   SOLE   9,002 0 0
NOVARTIS AG SPONSORED ADR 66987V109   3,212,058 31,812 SH   SOLE   31,812 0 0
NUCOR CORP COM 670346105   583,556 3,353 SH   SOLE   3,353 0 0
NVIDIA CORPORATION COM 67066G104   2,494,151 5,036 SH   SOLE   5,036 0 0
ORACLE CORP COM 68389X105   13,252,063 125,695 SH   SOLE   125,695 0 0
PARKER-HANNIFIN CORP COM 701094104   104,391,809 226,594 SH   SOLE   226,594 0 0
PAYCOM SOFTWARE INC COM 70432V102   290,028 1,403 SH   SOLE   1,403 0 0
PEPSICO INC COM 713448108   783,302 4,612 SH   SOLE   4,612 0 0
PFIZER INC COM 717081103   460,296 15,988 SH   SOLE   15,988 0 0
PHILIP MORRIS INTL INC COM 718172109   229,932 2,444 SH   SOLE   2,444 0 0
PNC FINL SVCS GROUP INC COM 693475105   55,614,592 359,151 SH   SOLE   359,151 0 0
PPG INDS INC COM 693506107   2,364,273 15,809 SH   SOLE   15,809 0 0
PROCTER AND GAMBLE CO COM 742718109   1,082,990 7,390 SH   SOLE   7,390 0 0
PROSHARES TR ULTRAPRO QQQ 74347X831   294,060 5,800 SH   SOLE   5,800 0 0
REALTY INCOME CORP COM 756109104   3,023,999 52,665 SH   SOLE   52,665 0 0
ROCKWELL AUTOMATION INC COM 773903109   20,788,795 66,957 SH   SOLE   66,957 0 0
RPM INTL INC COM 749685103   1,299,708 11,643 SH   SOLE   11,643 0 0
RTX CORPORATION COM 75513E101   63,119,180 750,169 SH   SOLE   750,169 0 0
SCHWAB CHARLES CORP COM 808513105   59,323,623 862,262 SH   SOLE   862,262 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508   1,638,361 21,752 SH   SOLE   21,752 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706   1,192,796 48,116 SH   SOLE   48,116 0 0
SCHWAB STRATEGIC TR US AGGREGATE B 808524839   13,661,152 293,032 SH   SOLE   293,032 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   796,277 16,856 SH   SOLE   16,856 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   1,565,977 42,370 SH   SOLE   42,370 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   163,273,550 1,968,100 SH   SOLE   1,968,100 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   3,689,195 66,269 SH   SOLE   66,269 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   3,364,655 59,657 SH   SOLE   59,657 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   524,225 3,226 SH   SOLE   3,226 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   328,631 872 SH   SOLE   872 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   450,594 948 SH   SOLE   948 0 0
TEXAS INSTRS INC COM 882508104   13,575,736 79,642 SH   SOLE   79,642 0 0
THE TRADE DESK INC COM CL A 88339J105   341,738 4,749 SH   SOLE   4,749 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   127,619,859 240,434 SH   SOLE   240,434 0 0
TJX COS INC NEW COM 872540109   485,279 5,173 SH   SOLE   5,173 0 0
TRACTOR SUPPLY CO COM 892356106   67,307,041 313,012 SH   SOLE   313,012 0 0
TRUIST FINL CORP COM 89832Q109   3,082,574 83,493 SH   SOLE   83,493 0 0
UNION PAC CORP COM 907818108   3,081,317 12,545 SH   SOLE   12,545 0 0
UNITEDHEALTH GROUP INC COM 91324P102   467,325 888 SH   SOLE   888 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   25,901,274 109,187 SH   SOLE   109,187 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637   301,701 1,383 SH   SOLE   1,383 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736   1,039,894 3,345 SH   SOLE   3,345 0 0
VANGUARD INDEX FDS VALUE ETF 922908744   639,113 4,275 SH   SOLE   4,275 0 0
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538   217,185 989 SH   SOLE   989 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629   319,880 1,375 SH   SOLE   1,375 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   1,018,279 2,331 SH   SOLE   2,331 0 0
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512   202,074 1,394 SH   SOLE   1,394 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   23,630,837 305,426 SH   SOLE   305,426 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   226,351 6,004 SH   SOLE   6,004 0 0
VISA INC COM CL A 92826C839   1,080,134 4,149 SH   SOLE   4,149 0 0
WALMART INC COM 931142103   522,091 3,312 SH   SOLE   3,312 0 0
WENDYS CO COM 95058W100   3,371,833 173,092 SH   SOLE   173,092 0 0
WESTLAKE CORPORATION COM 960413102   4,525,327 32,333 SH   SOLE   32,333 0 0
XYLEM INC COM 98419M100   417,386 3,650 SH   SOLE   3,650 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   66,295,175 242,546 SH   SOLE   242,546 0 0