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
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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
ABBVIE INC COM 00287Y109   5,285,671 39,232 SH   SOLE 0 35,335 0 3,897
AECOM COM 00766T100   1,101,393 13,005 SH   SOLE 0 13,005 0 0
ALPHABET INC CAP STK CL A 02079K305   14,230,056 118,881 SH   SOLE 0 103,876 0 15,005
ALPHABET INC CAP STK CL C 02079K107   2,274,357 18,801 SH   SOLE 0 11,104 0 7,697
AMAZON COM INC COM 023135106   16,165,292 124,005 SH   SOLE 0 95,479 0 28,526
AMERICAN TOWER CORP NEW COM 03027X100   7,240,721 37,335 SH   SOLE 0 31,322 0 6,013
AMGEN INC COM 031162100   2,216,333 9,983 SH   SOLE 0 9,542 0 441
APPLE INC COM 037833100   30,295,353 156,186 SH   SOLE 0 141,327 0 14,859
AT&T INC COM 00206R102   306,100 19,191 SH   SOLE 0 17,991 0 1,200
AXT INC COM 00246W103   335,758 97,604 SH   SOLE 0 59,204 0 38,400
BANK AMERICA CORP COM 060505104   1,032,783 35,998 SH   SOLE 0 35,398 0 600
BLACKLINE INC COM 09239B109   239,068 4,442 SH   SOLE 0 2,792 0 1,650
BOEING CO COM 097023105   5,444,761 25,785 SH   SOLE 0 23,712 0 2,073
BRISTOL-MYERS SQUIBB CO COM 110122108   719,931 11,258 SH   SOLE 0 10,511 0 747
CANADIAN PACIFIC KANSAS CITY COM 13646K108   2,918,139 36,129 SH   SOLE 0 30,244 0 5,885
CATERPILLAR INC COM 149123101   1,495,492 6,078 SH   SOLE 0 4,989 0 1,089
CHEVRON CORP NEW COM 166764100   390,700 2,483 SH   SOLE 0 2,216 0 267
CISCO SYS INC COM 17275R102   2,760,421 53,352 SH   SOLE 0 48,587 0 4,765
COMCAST CORP NEW CL A 20030N101   252,624 6,080 SH   SOLE 0 6,080 0 0
CONOCOPHILLIPS COM 20825C104   502,716 4,852 SH   SOLE 0 4,852 0 0
CORNING INC COM 219350105   2,176,440 62,113 SH   SOLE 0 34,908 0 27,205
COSTCO WHSL CORP NEW COM 22160K105   1,902,635 3,534 SH   SOLE 0 3,534 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   463,815 3,158 SH   SOLE 0 2,073 0 1,085
CROWN CASTLE INC COM 22822V101   4,944,238 43,393 SH   SOLE 0 37,728 0 5,665
DEERE & CO COM 244199105   2,324,170 5,736 SH   SOLE 0 4,836 0 900
DISNEY WALT CO COM 254687106   4,947,702 55,418 SH   SOLE 0 49,149 0 6,269
DOMINION ENERGY INC COM 25746U109   213,686 4,126 SH   SOLE 0 4,126 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   485,544 5,411 SH   SOLE 0 4,741 0 670
DYCOM INDS INC COM 267475101   244,348 2,150 SH   SOLE 0 2,150 0 0
ENTEGRIS INC COM 29362U104   1,465,040 13,220 SH   SOLE 0 11,820 0 1,400
FREEPORT-MCMORAN INC CL B 35671D857   789,560 19,739 SH   SOLE 0 19,739 0 0
GENERAL MTRS CO COM 37045V100   224,882 5,832 SH   SOLE 0 5,297 0 535
HOME DEPOT INC COM 437076102   350,391 1,128 SH   SOLE 0 1,128 0 0
ILLUMINA INC COM 452327109   730,649 3,897 SH   SOLE 0 3,471 0 426
INCYTE CORP COM 45337C102   948,752 15,241 SH   SOLE 0 13,842 0 1,399
INFINERA CORP COM 45667G103   109,969 22,768 SH   SOLE 0 20,968 0 1,800
IPG PHOTONICS CORP COM 44980X109   1,163,977 8,570 SH   SOLE 0 6,781 0 1,789
IRON MTN INC DEL COM 46284V101   743,433 13,084 SH   SOLE 0 10,234 0 2,850
ISHARES TR CORE S&P MCP ETF 464287507   308,023 1,178 SH   SOLE 0 1,178 0 0
ISHARES TR CORE S&P500 ETF 464287200   809,409 1,816 SH   SOLE 0 1,816 0 0
ISHARES TR US CONSM STAPLES 464287812   207,901 1,038 SH   SOLE 0 1,038 0 0
ISHARES TR PFD AND INCM SEC 464288687   213,934 6,917 SH   SOLE 0 6,917 0 0
ISHARES TR ISHARES SEMICDTR 464287523   247,543 488 SH   SOLE 0 488 0 0
JOHNSON & JOHNSON COM 478160104   285,047 1,722 SH   SOLE 0 1,722 0 0
JPMORGAN CHASE & CO COM 46625H100   1,566,671 10,772 SH   SOLE 0 10,772 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   1,069,001 6,384 SH   SOLE 0 5,820 0 564
LILLY ELI & CO COM 532457108   4,844,818 10,331 SH   SOLE 0 9,777 0 554
LINDE PLC SHS G54950103   669,558 1,757 SH   SOLE 0 1,493 0 264
LUMENTUM HLDGS INC COM 55024U109   826,613 14,571 SH   SOLE 0 13,370 0 1,201
MARTIN MARIETTA MATLS INC COM 573284106   1,180,541 2,557 SH   SOLE 0 2,232 0 325
MARVELL TECHNOLOGY INC COM 573874104   1,175,036 19,656 SH   SOLE 0 17,934 0 1,722
MASTERCARD INCORPORATED CL A 57636Q104   2,188,738 5,565 SH   SOLE 0 5,512 0 53
MCDONALDS CORP COM 580135101   429,710 1,440 SH   SOLE 0 1,440 0 0
MCKESSON CORP COM 58155Q103   290,998 681 SH   SOLE 0 340 0 341
MERCK & CO INC COM 58933Y105   2,718,157 23,556 SH   SOLE 0 21,238 0 2,318
META PLATFORMS INC CL A 30303M102   211,217 736 SH   SOLE 0 736 0 0
MGM RESORTS INTERNATIONAL COM 552953101   329,400 7,500 SH   SOLE 0 7,500 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   2,796,079 31,210 SH   SOLE 0 29,371 0 1,839
MICROSOFT CORP COM 594918104   22,613,074 66,404 SH   SOLE 0 54,572 0 11,832
MICROVISION INC DEL COM NEW 594960304   111,537 24,353 SH   SOLE 0 18,003 0 6,350
MODERNA INC COM 60770K107   1,587,762 13,068 SH   SOLE 0 10,775 0 2,293
MONGODB INC CL A 60937P106   1,655,468 4,028 SH   SOLE 0 3,593 0 435
NIKE INC CL B 654106103   262,349 2,377 SH   SOLE 0 2,377 0 0
NOVO-NORDISK A S ADR 670100205   4,426,860 27,355 SH   SOLE 0 25,136 0 2,219
NVIDIA CORPORATION COM 67066G104   17,556,198 41,502 SH   SOLE 0 34,453 0 7,049
NXP SEMICONDUCTORS N V COM N6596X109   4,859,308 23,741 SH   SOLE 0 21,250 0 2,491
PACIRA BIOSCIENCES INC COM 695127100   887,671 22,153 SH   SOLE 0 19,259 0 2,894
PAYPAL HLDGS INC COM 70450Y103   1,656,639 24,826 SH   SOLE 0 19,426 0 5,400
PERMIAN RESOURCES CORP CLASS A COM 71424F105   597,704 54,535 SH   SOLE 0 54,535 0 0
PFIZER INC COM 717081103   2,082,805 56,783 SH   SOLE 0 52,314 0 4,469
PROCTER AND GAMBLE CO COM 742718109   473,495 3,120 SH   SOLE 0 3,120 0 0
QORVO INC COM 74736K101   466,787 4,575 SH   SOLE 0 3,562 0 1,013
QUALCOMM INC COM 747525103   4,850,378 40,746 SH   SOLE 0 34,798 0 5,948
QUALYS INC COM 74758T303   633,191 4,902 SH   SOLE 0 3,602 0 1,300
QUANTA SVCS INC COM 74762E102   4,716,765 24,010 SH   SOLE 0 17,595 0 6,415
REGENERON PHARMACEUTICALS COM 75886F107   605,729 843 SH   SOLE 0 758 0 85
RIGETTI COMPUTING INC COMMON STOCK 76655K103   65,208 55,496 SH   SOLE 0 38,502 0 16,994
RIO TINTO PLC SPONSORED ADR 767204100   529,808 8,299 SH   SOLE 0 8,194 0 105
SALESFORCE INC COM 79466L302   253,089 1,198 SH   SOLE 0 1,198 0 0
STERLING BANCORP INC COM 85917W102   79,375 14,511 SH   SOLE 0 14,511 0 0
T-MOBILE US INC COM 872590104   1,776,253 12,788 SH   SOLE 0 11,756 0 1,032
TFF PHARMACEUTICALS INC COM 87241J104   9,618 20,463 SH   SOLE 0 15,963 0 4,500
UIPATH INC CL A 90364P105   232,162 14,011 SH   SOLE 0 14,011 0 0
UNION PAC CORP COM 907818108   237,112 1,159 SH   SOLE 0 1,159 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   7,375,301 51,170 SH   SOLE 0 31,834 0 19,336
VALERO ENERGY CORP COM 91913Y100   542,982 4,629 SH   SOLE 0 4,439 0 190
VERIZON COMMUNICATIONS INC COM 92343V104   4,757,086 127,913 SH   SOLE 0 113,455 0 14,458
VERTEX PHARMACEUTICALS INC COM 92532F100   5,480,294 15,573 SH   SOLE 0 11,722 0 3,851
VISA INC COM CL A 92826C839   4,123,603 17,364 SH   SOLE 0 16,038 0 1,326
VULCAN MATLS CO COM 929160109   569,687 2,527 SH   SOLE 0 2,028 0 499
WYNN RESORTS LTD COM 983134107   211,160 2,000 SH   SOLE 0 2,000 0 0
ZOETIS INC CL A 98978V103   820,236 4,763 SH   SOLE 0 4,763 0 0
ZSCALER INC COM 98980G102   1,944,181 13,289 SH   SOLE 0 11,333 0 1,956