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COM 64110L106 997290 14333 SH SOLE 0 14333 0 0 FORTINET INC COM 34959E109 892727 4994 SH SOLE 0 4994 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 847353 9921 SH SOLE 0 9921 0 0 PEPSICO INC COM 713448108 817724 6453 SH SOLE 0 6453 0 0 T-MOBILE US INC COM 872590104 788166 4833 SH SOLE 0 4833 0 0 TRAVELERS COMPANIES INC COM 89417E109 770775 2162 SH SOLE 0 2162 0 0 HONEYWELL INTL INC COM 438516205 718441 4636 SH SOLE 0 4636 0 0 YUM BRANDS INC COM 988498101 696764 5110 SH SOLE 0 5110 0 0 MOODYS CORP COM 615369105 696635 1534 SH SOLE 0 1534 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 696350 21795 SH SOLE 0 21795 0 0 LOWES COS INC COM 548661107 695142 3772 SH SOLE 0 3772 0 0 FAIR ISAAC CORP COM 303250104 686080 1158 SH SOLE 0 1158 0 0 CHURCH & DWIGHT CO INC COM 171340102 661142 7017 SH SOLE 0 7017 0 0 HUMANA INC COM 444859102 641038 1680 SH SOLE 0 1680 0 0 NEWMONT CORP COM 651639106 637600 5528 SH SOLE 0 5528 0 0 AIR PRODUCTS AND CHEMICALS I COM 009158106 613497 2205 SH SOLE 0 2205 0 0 FREEPORT MCMORAN INC CL B 35671D857 609770 8711 SH SOLE 0 8711 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 570386 1091 SH SOLE 0 1091 0 0 PUBLIC SVC ENTERPRISE GROUP COM 744573106 565521 8398 SH SOLE 0 8398 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 565184 764 SH SOLE 0 764 0 0 INTEL CORP COM 458140100 562436 4678 SH SOLE 0 4678 0 0 MARRIOTT INTL INC NEW CL A 571903202 560536 1576 SH SOLE 0 1576 0 0 UNION PAC CORP COM 907818108 539634 1983 SH SOLE 0 1983 0 0 GALLAGHER ARTHUR J & CO COM 363576109 532865 2336 SH SOLE 0 2336 0 0 NUCOR CORP COM 670346105 440151 1883 SH SOLE 0 1883 0 0 TEXAS PACIFIC LAND CORPORATI COM 88262P102 434983 1335 SH SOLE 0 1335 0 0 UNITED RENTALS INC COM 911363109 434339 434 SH SOLE 0 434 0 0 ECOLAB INC COM 278865100 428938 1562 SH SOLE 0 1562 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 427243 2059 SH SOLE 0 2059 0 0 UNITED PARCEL SVCS INC CL B 911312106 426834 4568 SH SOLE 0 4568 0 0 TEXAS ROADHOUSE INC COM 882681109 424463 2715 SH SOLE 0 2715 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 394838 971 SH SOLE 0 971 0 0 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 367588 482 SH SOLE 0 482 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 365093 6655 SH SOLE 0 6655 0 0 CAPITAL GROUP DIVIDEND VALUE SHS CREAT UNIT 14020W106 350255 7170 SH SOLE 0 7170 0 0 MURPHY USA INC COM 626755102 335180 665 SH SOLE 0 665 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 333194 1515 SH SOLE 0 1515 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 329456 905 SH SOLE 0 905 0 0 THE CIGNA GROUP COM 125523100 327555 1205 SH SOLE 0 1205 0 0 HYATT HOTELS CORP COM CL A 448579102 321243 2026 SH SOLE 0 2026 0 0 DICKS SPORTING GOODS INC COM 253393102 301481 2245 SH SOLE 0 2245 0 0 MONDELEZ INTL INC CL A 609207105 300436 5196 SH SOLE 0 5196 0 0 SANDISK CORP COM 80004C200 294041 169 SH SOLE 0 169 0 0 CENCORA INC COM 03073E105 286836 955 SH SOLE 0 955 0 0 KROGER CO COM 501044101 277039 4726 SH SOLE 0 4726 0 0 DEERE & CO COM 244199105 268620 400 SH SOLE 0 400 0 0 CHENIERE ENERGY INC COM NEW 16411R208 264726 984 SH SOLE 0 984 0 0 METLIFE INC COM 59156R108 256963 2729 SH SOLE 0 2729 0 0 AUTODESK INC COM 052769106 251636 1204 SH SOLE 0 1204 0 0 ALTRIA GROUP INC COM 02209S103 241751 3590 SH SOLE 0 3590 0 0 FIRST CTZNS BANCSHARES INC D CL A 31946M103 234863 114 SH SOLE 0 114 0 0 STRYKER CORPORATION COM 863667101 226646 823 SH SOLE 0 823 0 0 MERCK & CO INC COM 58933Y105 225376 1551 SH SOLE 0 1551 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 223613 2817 SH SOLE 0 2817 0 0 CME GROUP INC COM 12572Q105 221111 844 SH SOLE 0 844 0 0 BOSTON SCIENTIFIC CORP COM 101137107 220607 5054 SH SOLE 0 5054 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 218611 937 SH SOLE 0 937 0 0 OTIS WORLDWIDE CORP COM 68902V107 207239 3222 SH SOLE 0 3222 0 0 BOEING CO COM 097023105 206516 1110 SH SOLE 0 1110 0 0 MICRON TECHNOLOGY INC COM 595112103 205566 193 SH SOLE 0 193 0 0 ULTA BEAUTY INC COM 90384S303 201537 369 SH SOLE 0 369 0 0