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 BBG001S5N9M6 2,647,769 24,287 SH   SOLE   20,043 0 4,244
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 1,549,664 11,462 SH   SOLE   8,776 0 2,686
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 3,649,821 7,464 SH   SOLE   6,600 0 864
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 4,442,190 38,742 SH   SOLE   35,565 0 3,177
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 511,062 4,250 SH   SOLE   0 0 4,250
AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 946,515 3,160 SH   SOLE   2,635 0 525
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3,596,985 29,580 SH   SOLE   24,530 0 5,050
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 7,951,358 65,670 SH   SOLE   59,070 0 6,600
AMAZON COM INC COM 023135106 BBG001S5PQL7 8,393,750 63,950 SH   SOLE   56,710 0 7,240
AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 277,860 3,300 SH   SOLE   3,300 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 846,340 3,712 SH   SOLE   3,712 0 0
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 5,931,185 30,281 SH   SOLE   28,020 0 2,261
APPLE INC COM 037833100 BBG001S5N8V8 23,179,609 118,915 SH   SOLE   110,610 0 8,305
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 3,444,822 23,833 SH   SOLE   20,313 0 3,520
APTIV PLC SHS G6095L109 BBG001TRL2T7 393,046 3,850 SH   SOLE   2,555 0 1,295
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 1,349,484 1,862 SH   SOLE   1,617 0 245
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 652,898 21,907 SH   SOLE   16,557 0 5,350
BECTON DICKINSON & CO COM 075887109 BBG001S5P374 1,181,445 4,475 SH   SOLE   4,094 0 381
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 6,628,017 19,227 SH   SOLE   16,949 0 2,278
BLACKROCK INC COM 09247X101 BBG001SDBP55 1,523,964 2,205 SH   SOLE   2,030 0 175
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 1,266,786 19,684 SH   SOLE   18,384 0 1,300
BROADCOM INC COM 11135F101 BBG00KHY5SY8 2,577,135 2,909 SH   SOLE   2,449 0 460
CANADIAN NATL RY CO COM 136375102 BBG001S8WVQ7 1,058,757 8,745 SH   SOLE   7,845 0 900
CATERPILLAR INC COM 149123101 BBG001S5PJ06 525,317 2,135 SH   SOLE   1,995 0 140
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 2,051,215 12,661 SH   SOLE   11,961 0 700
CISCO SYS INC COM 17275R102 BBG001S6HC62 390,637 7,550 SH   SOLE   3,700 0 3,850
CLOROX CO DEL COM 189054109 BBG001S5PX50 392,034 2,465 SH   SOLE   2,115 0 350
COCA COLA CO COM 191216100 BBG001S5SMQ8 2,483,292 41,017 SH   SOLE   36,272 0 4,745
COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 2,856,874 36,958 SH   SOLE   33,158 0 3,800
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 238,829 5,748 SH   SOLE   1,408 0 4,340
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 3,362,874 13,618 SH   SOLE   12,318 0 1,300
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 6,060,544 11,125 SH   SOLE   9,818 0 1,307
COTERRA ENERGY INC COM 127097103 BBG001S6H6Y4 352,176 13,720 SH   SOLE   10,650 0 3,070
CROWN CASTLE INC COM 22822V101 BBG001S7W5T3 1,080,037 9,479 SH   SOLE   8,879 0 600
CUMMINS INC COM 231021106 BBG001S5Q9M3 723,712 2,850 SH   SOLE   2,850 0 0
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 1,138,502 16,469 SH   SOLE   13,769 0 2,700
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 4,022,400 16,691 SH   SOLE   14,691 0 2,000
DEERE & CO COM 244199105 BBG001S5QFF7 2,452,265 5,937 SH   SOLE   5,562 0 375
DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 206,653 4,275 SH   SOLE   3,775 0 500
DIAGEO PLC SPON ADR NEW 25243Q205 BBG001S7V596 4,865,073 28,044 SH   SOLE   23,823 0 4,221
DISNEY WALT CO COM 254687106 BBG001S5QHF3 1,037,523 11,471 SH   SOLE   10,351 0 1,120
DOLLAR GEN CORP NEW COM 256677105 BBG001T5BM30 610,189 3,594 SH   SOLE   2,480 0 1,114
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 429,406 4,785 SH   SOLE   4,785 0 0
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 1,335,512 14,425 SH   SOLE   13,575 0 850
EQUINIX INC COM 29444U700 BBG001SKBNS9 253,997 324 SH   SOLE   324 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 231,124 2,100 SH   SOLE   1,250 0 850
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 444,000 11,100 SH   SOLE   7,430 0 3,670
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 1,973,945 6,120 SH   SOLE   5,560 0 560
HERSHEY CO COM 427866108 BBG001S5S148 362,065 1,450 SH   SOLE   1,450 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 5,938,194 19,057 SH   SOLE   17,157 0 1,900
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 5,234,810 24,923 SH   SOLE   23,063 0 1,860
ILLUMINA INC COM 452327109 BBG001SF4NY1 406,103 2,166 SH   SOLE   1,716 0 450
INTEL CORP COM 458140100 BBG001S5SF65 765,274 22,885 SH   SOLE   21,285 0 1,600
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 1,372,397 3,685 SH   SOLE   3,685 0 0
ISHARES TR U.S. MED DVC ETF 464288810 BBG001SQZT52 2,293,687 40,625 SH   SOLE   40,625 0 0
ISHARES TR US AER DEF ETF 464288760 BBG001SC08P5 1,108,365 9,500 SH   SOLE   8,700 0 800
ISHARES TR US OIL GS EX ETF 464288851 BBG001SJTHR7 734,899 8,653 SH   SOLE   8,103 0 550
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 6,284,132 37,736 SH   SOLE   32,486 0 5,250
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 8,844,788 60,531 SH   SOLE   53,931 0 6,600
KEYSIGHT TECHNOLOGIES INC COM 49338L103 BBG0059FN820 253,854 1,456 SH   SOLE   456 0 1,000
KLA CORP COM NEW 482480100 BBG001S5SLM4 864,306 1,782 SH   SOLE   1,412 0 370
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 202,501 215 SH   SOLE   40 0 175
LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 382,941 1,950 SH   SOLE   1,950 0 0
LILLY ELI & CO COM 532457108 BBG001S5STL8 10,171,707 21,634 SH   SOLE   20,217 0 1,417
LINDE PLC SHS G54950103 BBG01FND0CH6 4,137,004 10,741 SH   SOLE   9,461 0 1,280
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 4,800,843 10,308 SH   SOLE   9,303 0 1,005
LOWES COS INC COM 548661107 BBG001S5SVL3 4,436,133 19,655 SH   SOLE   17,905 0 1,750
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 8,051,638 20,427 SH   SOLE   18,186 0 2,241
MCDONALDS CORP COM 580135101 BBG001S5T110 2,244,043 7,520 SH   SOLE   7,020 0 500
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 2,122,858 24,096 SH   SOLE   21,746 0 2,350
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 4,512,141 3,809 SH   SOLE   3,360 0 449
MERCK & CO INC COM 58933Y105 BBG001S5TC52 4,785,108 41,044 SH   SOLE   37,850 0 3,194
MICROSOFT CORP COM 594918104 BBG001S5TD05 15,240,868 44,169 SH   SOLE   39,769 0 4,400
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 1,496,875 20,522 SH   SOLE   17,122 0 3,400
MSCI INC COM 55354G100 BBG001SV8B05 667,800 1,423 SH   SOLE   1,218 0 205
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 1,474,354 19,870 SH   SOLE   19,870 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 1,962,930 17,785 SH   SOLE   15,010 0 2,775
NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 272,112 1,200 SH   SOLE   1,200 0 0
NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 820,196 8,128 SH   SOLE   7,184 0 944
NOVO-NORDISK A S ADR 670100205 BBG001S5TSK0 1,218,580 7,345 SH   SOLE   6,195 0 1,150
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 8,416,621 19,732 SH   SOLE   16,247 0 3,485
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 2,584,739 10,116 SH   SOLE   8,721 0 1,395
PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 1,155,298 2,962 SH   SOLE   2,787 0 175
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 495,137 7,420 SH   SOLE   7,420 0 0
PEPSICO INC COM 713448108 BBG001S695T1 10,506,975 56,456 SH   SOLE   49,566 0 6,890
PFIZER INC COM 717081103 BBG001S5V466 946,161 25,795 SH   SOLE   21,045 0 4,750
PIONEER NAT RES CO COM 723787107 BBG001S7V1J4 505,934 2,442 SH   SOLE   1,922 0 520
PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 2,428,316 19,220 SH   SOLE   17,895 0 1,325
PRICE T ROWE GROUP INC COM 74144T108 BBG001S5WW18 314,888 2,675 SH   SOLE   2,000 0 675
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 4,427,773 29,062 SH   SOLE   26,662 0 2,400
QUALCOMM INC COM 747525103 BBG001S6VS70 3,854,277 32,338 SH   SOLE   26,238 0 6,100
RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 4,020,180 40,469 SH   SOLE   35,969 0 4,500
RESMED INC COM 761152107 BBG001SBGRC2 289,512 1,325 SH   SOLE   1,325 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 2,040,931 5,091 SH   SOLE   4,351 0 740
SANOFI SPONSORED ADR 80105N105 BBG001S5W768 576,245 10,691 SH   SOLE   9,441 0 1,250
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 BBG001S7T232 1,421,453 13,245 SH   SOLE   13,245 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 BBG001SCYWS2 229,239 2,071 SH   SOLE   1,169 0 902
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 294,145 1,650 SH   SOLE   1,650 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 654,294 1,411 SH   SOLE   1,411 0 0
SPDR SER TR AEROSPACE DEF 78464A631 BBG0024LG8W4 273,442 2,250 SH   SOLE   2,250 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 947,806 9,568 SH   SOLE   8,143 0 1,425
SYNOPSYS INC COM 871607107 BBG001S5VTR8 300,433 650 SH   SOLE   650 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 2,210,148 21,675 SH   SOLE   19,275 0 2,400
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 1,787,959 9,767 SH   SOLE   8,927 0 840
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 1,378,985 2,603 SH   SOLE   2,253 0 350
TJX COS INC NEW COM 872540109 BBG001S5WQ93 360,357 4,250 SH   SOLE   2,700 0 1,550
TRACTOR SUPPLY CO COM 892356106 BBG001S7K017 336,072 1,520 SH   SOLE   1,520 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 605,338 3,165 SH   SOLE   2,665 0 500
UNILEVER PLC SPON ADR NEW 904767704 BBG001S5X1K4 444,304 8,523 SH   SOLE   8,000 0 523
UNION PAC CORP COM 907818108 BBG001S5X2M0 4,886,277 23,740 SH   SOLE   21,434 0 2,306
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 2,781,422 15,410 SH   SOLE   13,810 0 1,600
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 3,965,761 8,131 SH   SOLE   7,056 0 1,075
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 1,096,361 28,780 SH   SOLE   23,880 0 4,900
VISA INC COM CL A 92826C839 BBG001SRCFY3 7,160,022 29,950 SH   SOLE   26,550 0 3,400
WALMART INC COM 931142103 BBG001S5XH92 293,141 1,803 SH   SOLE   1,803 0 0
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 738,076 4,256 SH   SOLE   1,690 0 2,566
WORKDAY INC CL A 98138H101 BBG001T21KQ7 1,223,194 5,415 SH   SOLE   5,000 0 415
XYLEM INC COM 98419M100 BBG001V05C73 1,462,185 12,983 SH   SOLE   11,583 0 1,400
YUM BRANDS INC COM 988498101 BBG001S7JQ30 2,041,534 14,735 SH   SOLE   13,835 0 900
YUM CHINA HLDGS INC COM 98850P109 BBG00B8N0HH0 228,825 4,050 SH   SOLE   4,050 0 0
ZOETIS INC CL A 98978V103 BBG0039320P7 4,016,626 23,069 SH   SOLE   19,939 0 3,130