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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 BBG001S5N9M6 4,096,754 37,578 SH   SOLE   37,578 0 0
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 2,967,159 22,023 SH   SOLE   22,023 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 2,422,970 7,852 SH   SOLE   7,852 0 0
ACTIVISION BLIZZARD INC COM 00507V109 BBG001S6C009 1,985,855 23,557 SH   SOLE   23,557 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 3,867,422 7,909 SH   SOLE   7,909 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 7,288,531 63,985 SH   SOLE   63,985 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 24,609,003 205,589 SH   SOLE   205,589 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2,438,513 20,158 SH   SOLE   20,158 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 20,964,365 160,819 SH   SOLE   160,819 0 0
AMETEK INC COM 031100100 BBG001S5NN54 6,446,062 39,820 SH   SOLE   39,820 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 341,911 1,540 SH   SOLE   1,540 0 0
AMPHENOL CORP NEW CL A 032095101 BBG001S5NSK6 3,787,666 44,587 SH   SOLE   44,587 0 0
APPLE INC COM 037833100 BBG001S5N8V8 45,020,328 232,099 SH   SOLE   232,099 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 5,084,195 35,175 SH   SOLE   35,175 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 2,286,036 10,401 SH   SOLE   10,401 0 0
BECTON DICKINSON & CO COM 075887109 BBG001S5P374 2,190,755 8,298 SH   SOLE   8,298 0 0
BHP GROUP LTD SPONSORED ADS 088606108 BBG001S5P5K4 3,891,737 65,221 SH   SOLE   65,221 0 0
BOEING CO COM 097023105 BBG001S5P0V3 6,591,571 31,216 SH   SOLE   31,216 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 2,230,473 826 SH   SOLE   826 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 1,817,395 28,419 SH   SOLE   28,419 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 4,814,237 5,550 SH   SOLE   5,550 0 0
CANADIAN NATL RY CO COM 136375102 BBG001S8WVQ7 2,775,893 22,928 SH   SOLE   22,928 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 9,238,333 58,712 SH   SOLE   58,712 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 3,278,557 63,366 SH   SOLE   63,366 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 2,530,727 60,908 SH   SOLE   60,908 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 8,933,878 16,594 SH   SOLE   16,594 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 2,141,658 14,582 SH   SOLE   14,582 0 0
CSX CORP COM 126408103 BBG001S5Q7Q3 2,317,641 67,966 SH   SOLE   67,966 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 2,570,880 10,712 SH   SOLE   10,712 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 2,035,763 22,802 SH   SOLE   22,802 0 0
EOG RES INC COM 26875P101 BBG001S5ZB93 5,559,495 48,580 SH   SOLE   48,580 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 267,696 2,496 SH   SOLE   2,496 0 0
FASTENAL CO COM 311900104 BBG001S5R1F7 6,120,389 103,753 SH   SOLE   103,753 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 1,449,322 17,840 SH   SOLE   17,840 0 0
GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 5,921,684 53,907 SH   SOLE   53,907 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 8,603,796 27,697 SH   SOLE   27,697 0 0
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 4,237,980 20,424 SH   SOLE   20,424 0 0
INTUIT COM 461202103 BBG001S6TWR2 1,986,254 4,335 SH   SOLE   4,335 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 4,011,982 11,733 SH   SOLE   11,733 0 0
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 201,293 2,020 SH   SOLE   2,020 0 0
ISHARES TR MSCI ACWI EX US 464288240 BBG001S56R18 885,960 18,000 SH   SOLE   18,000 0 0
ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 897,938 3,684 SH   SOLE   3,684 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 721,797 2,623 SH   SOLE   2,623 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 357,958 2,268 SH   SOLE   2,268 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 6,267,249 37,864 SH   SOLE   37,864 0 0
LILLY ELI & CO COM 532457108 BBG001S5STL8 5,343,558 11,394 SH   SOLE   11,394 0 0
LINDE PLC SHS G54950103 BBG01FND0CH6 2,556,666 6,709 SH   SOLE   6,709 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 4,629,581 10,056 SH   SOLE   10,056 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 BBG001T8LMY9 2,099,968 22,868 SH   SOLE   22,868 0 0
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 3,094,258 16,845 SH   SOLE   16,845 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 3,422,497 8,702 SH   SOLE   8,702 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 1,493,912 16,957 SH   SOLE   16,957 0 0
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 2,736,426 2,310 SH   SOLE   2,310 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 4,573,598 39,636 SH   SOLE   39,636 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 13,149,137 45,819 SH   SOLE   45,819 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 2,424,055 38,410 SH   SOLE   38,410 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 43,722,111 128,391 SH   SOLE   128,391 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 3,534,492 8,024 SH   SOLE   8,024 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 1,931,254 17,498 SH   SOLE   17,498 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 18,097,219 42,781 SH   SOLE   42,781 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 212,099 1,781 SH   SOLE   1,781 0 0
PFIZER INC COM 717081103 BBG001S5V466 2,670,304 72,800 SH   SOLE   72,800 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 5,052,487 33,297 SH   SOLE   33,297 0 0
PUBLIC STORAGE COM 74460D109 BBG001S5TH79 2,261,194 7,747 SH   SOLE   7,747 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 1,758,578 14,773 SH   SOLE   14,773 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 4,301,465 20,361 SH   SOLE   20,361 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 BBG00L5F9FV7 11,055,971 169,883 SH   SOLE   169,883 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 53,001,727 1,572,285 SH   SOLE   1,572,285 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 10,119,776 59,595 SH   SOLE   59,595 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 8,602,937 64,815 SH   SOLE   64,815 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 4,215,579 64,419 SH   SOLE   64,419 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 33,490,959 192,632 SH   SOLE   192,632 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 3,707,316 6,597 SH   SOLE   6,597 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 15,418,323 167,919 SH   SOLE   167,919 0 0
SPDR SER TR BLOOMBERG 3-12 M 78468R523 BBG00X8RXGK5 22,616,707 227,395 SH   SOLE   227,395 0 0
SPDR SER TR S&P BIOTECH 78464A870 BBG001SQDKG3 4,583,738 55,093 SH   SOLE   55,093 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 1,808,538 18,257 SH   SOLE   18,257 0 0
SYSCO CORP COM 871829107 BBG001S5WJS8 1,701,554 22,932 SH   SOLE   22,932 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 9,029,756 34,495 SH   SOLE   34,495 0 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 2,296,155 12,755 SH   SOLE   12,755 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 3,718,512 7,127 SH   SOLE   7,127 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 4,710,424 55,554 SH   SOLE   55,554 0 0
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 1,577,579 8,801 SH   SOLE   8,801 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 15,171,402 31,565 SH   SOLE   31,565 0 0
VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 5,738,081 48,918 SH   SOLE   48,918 0 0
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 BBG001TC6MF8 8,205,406 32,293 SH   SOLE   32,293 0 0
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 BBG001TC6MG7 26,390,058 169,493 SH   SOLE   169,493 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 210,545 744 SH   SOLE   744 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 9,319,873 46,859 SH   SOLE   46,859 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 886,883 16,300 SH   SOLE   16,300 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 1,496,578 36,789 SH   SOLE   36,789 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 7,587,646 164,306 SH   SOLE   164,306 0 0
VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 BBG001T0Y6L1 36,688,601 353,591 SH   SOLE   353,591 0 0
VANGUARD WORLD FD MEGA GRWTH IND 921910816 BBG001T0Y6W9 46,753,544 198,681 SH   SOLE   198,681 0 0
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 BBG001SHTTM0 366,636 4,513 SH   SOLE   4,513 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 5,256,620 22,135 SH   SOLE   22,135 0 0
WEC ENERGY GROUP INC COM 92939U106 BBG001S5XDC7 3,989,507 45,212 SH   SOLE   45,212 0 0