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 4,280,619 37,546 SH   SOLE   37,546 0 0
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 4,340,215 21,978 SH   SOLE   21,978 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 2,778,706 7,861 SH   SOLE   7,861 0 0
ADOBE INC COM 00724F101 BBG001S5NCQ5 4,043,862 7,810 SH   SOLE   7,810 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 10,334,087 62,982 SH   SOLE   62,982 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 33,218,097 200,290 SH   SOLE   200,290 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 3,529,715 21,112 SH   SOLE   21,112 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 29,404,924 157,811 SH   SOLE   157,811 0 0
AMETEK INC COM 031100100 BBG001S5NN54 6,774,131 39,451 SH   SOLE   39,451 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 501,359 1,556 SH   SOLE   1,556 0 0
AMPHENOL CORP NEW CL A 032095101 BBG001S5NSK6 5,853,844 89,838 SH   SOLE   89,838 0 0
APPLE INC COM 037833100 BBG001S5N8V8 49,229,973 211,287 SH   SOLE   211,287 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 7,173,987 35,506 SH   SOLE   35,506 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 2,901,514 10,485 SH   SOLE   10,485 0 0
AUTOZONE INC COM 053332102 BBG001S6Q5D9 2,236,528 710 SH   SOLE   710 0 0
BECTON DICKINSON & CO COM 075887109 BBG001S5P374 2,026,204 8,404 SH   SOLE   8,404 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 279,378 607 SH   SOLE   607 0 0
BHP GROUP LTD SPONSORED ADS 088606108 BBG001S5P5K4 4,061,435 65,391 SH   SOLE   65,391 0 0
BOEING CO COM 097023105 BBG001S5P0V3 3,057,676 20,111 SH   SOLE   20,111 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 3,496,060 830 SH   SOLE   830 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 10,248,398 59,411 SH   SOLE   59,411 0 0
CANADIAN NATL RY CO COM 136375102 BBG001S8WVQ7 2,707,571 23,112 SH   SOLE   23,112 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 8,628,697 58,591 SH   SOLE   58,591 0 0
CIENA CORP COM NEW 171779309 BBG001S61J73 274,445 4,456 SH   SOLE   4,456 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 3,371,966 63,359 SH   SOLE   63,359 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 2,561,336 61,320 SH   SOLE   61,320 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 14,696,729 16,578 SH   SOLE   16,578 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 3,935,555 14,032 SH   SOLE   14,032 0 0
CSX CORP COM 126408103 BBG001S5Q7Q3 2,337,370 67,691 SH   SOLE   67,691 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 2,984,823 10,736 SH   SOLE   10,736 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 2,356,273 24,496 SH   SOLE   24,496 0 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 10,136,925 11,442 SH   SOLE   11,442 0 0
EOG RES INC COM 26875P101 BBG001S5ZB93 5,960,015 48,483 SH   SOLE   48,483 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 383,075 3,268 SH   SOLE   3,268 0 0
FASTENAL CO COM 311900104 BBG001S5R1F7 7,316,193 102,439 SH   SOLE   102,439 0 0
GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 10,189,355 54,032 SH   SOLE   54,032 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 1,687,235 17,978 SH   SOLE   17,978 0 0
GE VERNOVA INC COM 36828A101 BBG013G17W77 3,419,792 13,412 SH   SOLE   13,412 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 11,245,516 27,753 SH   SOLE   27,753 0 0
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 2,551,628 12,344 SH   SOLE   12,344 0 0
INTUIT COM 461202103 BBG001S6TWR2 2,697,003 4,343 SH   SOLE   4,343 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 5,744,911 11,694 SH   SOLE   11,694 0 0
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 238,949 2,043 SH   SOLE   2,043 0 0
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 564,130 978 SH   SOLE   978 0 0
ISHARES TR MSCI ACWI EX US 464288240 BBG001S56R18 1,029,960 18,000 SH   SOLE   18,000 0 0
ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 1,158,213 3,684 SH   SOLE   3,684 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 984,622 2,623 SH   SOLE   2,623 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 430,466 2,268 SH   SOLE   2,268 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 6,163,790 38,034 SH   SOLE   38,034 0 0
LINDE PLC SHS G54950103 BBG01FND0CH6 3,212,606 6,737 SH   SOLE   6,737 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 5,848,523 10,005 SH   SOLE   10,005 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 BBG001T8LMY9 2,215,290 23,100 SH   SOLE   23,100 0 0
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 4,221,725 16,982 SH   SOLE   16,982 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 4,305,442 8,719 SH   SOLE   8,719 0 0
MCKESSON CORP COM 58155Q103 BBG001S8F8P8 2,451,334 4,958 SH   SOLE   4,958 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 2,424,868 26,934 SH   SOLE   26,934 0 0
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 4,776,963 2,328 SH   SOLE   2,328 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 4,525,366 39,850 SH   SOLE   39,850 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 26,361,434 46,051 SH   SOLE   46,051 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 4,009,532 38,661 SH   SOLE   38,661 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 54,721,048 127,170 SH   SOLE   127,170 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 5,713,170 8,055 SH   SOLE   8,055 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 1,588,018 17,964 SH   SOLE   17,964 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 51,810,919 426,638 SH   SOLE   426,638 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 303,482 1,781 SH   SOLE   1,781 0 0
PFIZER INC COM 717081103 BBG001S5V466 2,318,412 80,111 SH   SOLE   80,111 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 5,807,223 33,529 SH   SOLE   33,529 0 0
PUBLIC STORAGE OPER CO COM 74460D109 BBG001S5TH79 2,496,876 6,862 SH   SOLE   6,862 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 2,513,339 14,780 SH   SOLE   14,780 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 5,482,138 20,029 SH   SOLE   20,029 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 BBG00L5F9FV7 13,353,152 147,712 SH   SOLE   147,712 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 77,290,314 1,705,435 SH   SOLE   1,705,435 0 0
SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 2,985,098 22,040 SH   SOLE   22,040 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 10,838,292 54,091 SH   SOLE   54,091 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 10,580,410 68,695 SH   SOLE   68,695 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 34,267,390 151,787 SH   SOLE   151,787 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 5,809,957 6,496 SH   SOLE   6,496 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 587,530 1,024 SH   SOLE   1,024 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 771,663 8,405 SH   SOLE   8,405 0 0
SPDR SER TR S&P BIOTECH 78464A870 BBG001SQDKG3 5,416,809 54,826 SH   SOLE   54,826 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 1,802,688 18,491 SH   SOLE   18,491 0 0
SUPER MICRO COMPUTER INC COM 86800U104 BBG001SQGH95 249,840 600 SH Put SOLE   600 0 0
SYSCO CORP COM 871829107 BBG001S5WJS8 2,233,219 28,609 SH   SOLE   28,609 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 9,433,331 36,056 SH   SOLE   36,056 0 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 2,650,706 12,832 SH   SOLE   12,832 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 4,512,468 7,295 SH   SOLE   7,295 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 6,524,293 55,507 SH   SOLE   55,507 0 0
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 1,820,957 13,356 SH   SOLE   13,356 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 18,427,360 31,517 SH   SOLE   31,517 0 0
VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 6,699,919 49,618 SH   SOLE   49,618 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 7,276,365 29,645 SH   SOLE   29,645 0 0
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 BBG001TC6MF8 23,883,470 69,169 SH   SOLE   69,169 0 0
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 BBG001TC6MG7 25,651,729 134,499 SH   SOLE   134,499 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 322,865 4,103 SH   SOLE   4,103 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 732,570 1,908 SH   SOLE   1,908 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 10,907,365 45,982 SH   SOLE   45,982 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 1,026,900 16,300 SH   SOLE   16,300 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 1,371,113 28,654 SH   SOLE   28,654 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 14,159,183 268,116 SH   SOLE   268,116 0 0
VANGUARD WORLD FD FINANCIALS ETF 92204A405 BBG001SHTTM0 496,024 4,513 SH   SOLE   4,513 0 0
VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 BBG001T0Y6L1 48,759,000 380,098 SH   SOLE   380,098 0 0
VANGUARD WORLD FD MEGA GRWTH IND 921910816 BBG001T0Y6W9 80,939,668 251,404 SH   SOLE   251,404 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 6,109,114 22,219 SH   SOLE   22,219 0 0