#	Issuer	Ticker	Shares	Value	% of Portfolio
1	MICROSOFT CORP	MSFT	12,403	$3.0M	5.39%
2	MASTERCARD INCORPORATED	MA	8,320	$2.9M	5.25%
3	AMERISOURCEBERGEN CORP	COR	16,495	$2.7M	4.96%
4	ABBVIE INC	ABBV	15,742	$2.5M	4.61%
5	D R HORTON INC	23331A109	26,109	$2.3M	4.22%
6	UNITED RENTALS INC	URI	6,255	$2.2M	4.03%
7	ALPHABET INC	GOOG	24,685	$2.2M	3.95%
8	UNITEDHEALTH GROUP INC	UNH	4,086	$2.2M	3.93%
9	WALMART INC	WMT	15,175	$2.2M	3.90%
10	INTUITIVE SURGICAL INC	ISRG	7,966	$2.1M	3.83%
11	LAS VEGAS SANDS CORP	LVS	43,900	$2.1M	3.83%
12	VANGUARD SCOTTSDALE FDS	92206C409	26,620	$2.0M	3.63%
13	PIONEER NAT RES CO	723787107	8,558	$2.0M	3.54%
14	DISCOVER FINL SVCS	254709108	19,308	$1.9M	3.43%
15	L3HARRIS TECHNOLOGIES INC	LHX	8,532	$1.8M	3.22%
16	CROWN HLDGS INC	CCK	21,465	$1.8M	3.20%
17	QUALCOMM INC	QCOM	15,750	$1.7M	3.14%
18	M & T BK CORP	55261F104	11,660	$1.7M	3.07%
19	EDWARDS LIFESCIENCES CORP	EW	22,350	$1.7M	3.02%
20	HESS CORP	HESM	11,600	$1.6M	2.98%