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
AAON INC COM PAR $0.004 000360206   205,506 2,782 SH   SOLE   2,782 0 0
ABBVIE INC COM 00287Y109   1,507,548 9,728 SH   SOLE   9,728 0 0
ADOBE INC COM 00724F101   20,913,813 35,055 SH   SOLE   35,055 0 0
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106   6,924,345 223,150 SH   SOLE   223,150 0 0
AMAZON COM INC COM 023135106   29,662,487 195,225 SH   SOLE   195,225 0 0
AMERICAN TOWER CORP NEW COM 03027X100   3,687,230 17,080 SH   SOLE   17,080 0 0
AMGEN INC COM 031162100   288,020 1,000 SH   SOLE   1,000 0 0
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839   513,305 26,500 SH   SOLE   26,500 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   14,421,153 154,750 SH   SOLE   154,750 0 0
APPLE INC COM 037833100   35,002,339 181,802 SH   SOLE   181,802 0 0
BANK AMERICA CORP COM 060505104   2,121,210 63,000 SH   SOLE   63,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   534,990 1,500 SH   SOLE   1,500 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100   2,161,032 101,600 SH   SOLE   101,600 0 0
BLOCK INC CL A 852234103   773,500 10,000 SH   SOLE   10,000 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103   6,311,268 423,575 SH   SOLE   423,575 0 0
BOEING CO COM 097023105   263,788 1,012 SH   SOLE   1,012 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101   2,802 88,976 SH   SOLE   88,976 0 0
CAMPBELL SOUP CO COM 134429109   432,300 10,000 SH   SOLE   10,000 0 0
CAMPING WORLD HLDGS INC CL A 13462K109   2,048,937 78,025 SH   SOLE   78,025 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105   32,760 14,000 SH   SOLE   14,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   534,765 3,500 SH   SOLE   3,500 0 0
CHENIERE ENERGY INC COM NEW 16411R208   213,388 1,250 SH   SOLE   1,250 0 0
CHEVRON CORP NEW COM 166764100   855,134 5,733 SH   SOLE   5,733 0 0
CISCO SYS INC COM 17275R102   759,669 15,037 SH   SOLE   15,037 0 0
CONOCOPHILLIPS COM 20825C104   275,550 2,374 SH   SOLE   2,374 0 0
CONSTELLATION BRANDS INC CL A 21036P108   8,409,274 34,785 SH   SOLE   34,785 0 0
CVS HEALTH CORP COM 126650100   5,229,126 66,225 SH   SOLE   66,225 0 0
DAVITA INC COM 23918K108   366,660 3,500 SH   SOLE   3,500 0 0
DELL TECHNOLOGIES INC CL C 24703L202   3,595,500 47,000 SH   SOLE   47,000 0 0
DEVON ENERGY CORP NEW COM 25179M103   6,022,409 132,945 SH   SOLE   132,945 0 0
DIAMONDBACK ENERGY INC COM 25278X109   4,653,951 30,010 SH   SOLE   30,010 0 0
DUTCH BROS INC CL A 26701L100   916,847 28,950 SH   SOLE   28,950 0 0
ENPHASE ENERGY INC COM 29355A107   591,327 4,475 SH   SOLE   4,475 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   4,952,482 187,950 SH   SOLE   187,950 0 0
EVERGY INC COM 30034W106   4,665,375 89,375 SH   SOLE   89,375 0 0
EXXON MOBIL CORP COM 30231G102   2,566,187 25,667 SH   SOLE   25,667 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,692,158 39,750 SH   SOLE   39,750 0 0
GENERAC HLDGS INC COM 368736104   5,015,804 38,810 SH   SOLE   38,810 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   268,284 15,800 SH   SOLE   15,800 0 0
HP INC COM 40434L105   475,422 15,800 SH   SOLE   15,800 0 0
IDEXX LABS INC COM 45168D104   25,249,225 45,490 SH   SOLE   45,490 0 0
IHEARTMEDIA INC COM CL A 45174J509   26,700 10,000 SH   SOLE   10,000 0 0
ILLINOIS TOOL WKS INC COM 452308109   329,259 1,257 SH   SOLE   1,257 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   23,171,572 68,685 SH   SOLE   68,685 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   286,664 700 SH   SOLE   700 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   245,870 1,225 SH   SOLE   1,225 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   454,755 1,500 SH   SOLE   1,500 0 0
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203   273,754 5,450 SH   SOLE   5,450 0 0
JD.COM INC SPON ADR CL A 47215P106   837,810 29,000 SH   SOLE   29,000 0 0
JPMORGAN CHASE & CO COM 46625H100   9,925,505 58,351 SH   SOLE   58,351 0 0
KEURIG DR PEPPER INC COM 49271V100   726,809 21,813 SH   SOLE   21,813 0 0
KLA CORP COM NEW 482480100   5,243,326 9,020 SH   SOLE   9,020 0 0
MARKETAXESS HLDGS INC COM 57060D108   4,400,071 15,025 SH   SOLE   15,025 0 0
MARRIOTT INTL INC NEW CL A 571903202   3,908,088 17,330 SH   SOLE   17,330 0 0
MASTERCARD INCORPORATED CL A 57636Q104   10,829,302 25,390 SH   SOLE   25,390 0 0
MEDICAL PPTYS TRUST INC COM 58463J304   628,480 128,000 SH   SOLE   128,000 0 0
MERCADOLIBRE INC COM 58733R102   4,119,006 2,621 SH   SOLE   2,621 0 0
MERCK & CO INC COM 58933Y105   4,397,322 40,335 SH   SOLE   40,335 0 0
MICROSOFT CORP COM 594918104   6,455,103 17,166 SH   SOLE   17,166 0 0
MORGAN STANLEY COM NEW 617446448   15,141,935 162,380 SH   SOLE   162,380 0 0
MSA SAFETY INC COM 553498106   506,490 3,000 SH   SOLE   3,000 0 0
MSCI INC COM 55354G100   16,989,298 30,035 SH   SOLE   30,035 0 0
MYMD PHARMACEUTICALS INC COM 62856X102   7,770 30,000 SH   SOLE   30,000 0 0
NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107   334,200 60,000 SH   SOLE   60,000 0 0
NUVEEN QUALITY MUNCP INCOME COM 67066V101   171,750 15,000 SH   SOLE   15,000 0 0
NVIDIA CORPORATION COM 67066G104   46,159,456 93,210 SH   SOLE   93,210 0 0
OGE ENERGY CORP COM 670837103   5,413,801 154,990 SH   SOLE   154,990 0 0
ON HLDG AG NAMEN AKT A H5919C104   1,096,331 40,650 SH   SOLE   40,650 0 0
ONEOK INC NEW COM 682680103   11,783,899 167,814 SH   SOLE   167,814 0 0
PALO ALTO NETWORKS INC COM 697435105   4,472,445 15,167 SH   SOLE   15,167 0 0
PAYCHEX INC COM 704326107   314,212 2,638 SH   SOLE   2,638 0 0
PAYCOM SOFTWARE INC COM 70432V102   13,683,830 66,195 SH   SOLE   66,195 0 0
PHILLIPS 66 COM 718546104   13,284,842 99,781 SH   SOLE   99,781 0 0
PIONEER NAT RES CO COM 723787107   3,080,856 13,700 SH   SOLE   13,700 0 0
PROGRESS SOFTWARE CORP COM 743312100   760,200 14,000 SH   SOLE   14,000 0 0
PRUDENTIAL FINL INC COM 744320102   5,294,396 51,050 SH   SOLE   51,050 0 0
SALESFORCE INC COM 79466L302   17,997,460 68,395 SH   SOLE   68,395 0 0
SCHWAB CHARLES CORP COM 808513105   3,785,720 55,025 SH   SOLE   55,025 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   2,891,063 45,350 SH   SOLE   45,350 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   244,226 2,913 SH   SOLE   2,913 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   879,056 4,567 SH   SOLE   4,567 0 0
SERVICENOW INC COM 81762P102   2,124,415 3,007 SH   SOLE   3,007 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   285,186 600 SH   SOLE   600 0 0
STARWOOD PPTY TR INC COM 85571B105   5,135,186 244,300 SH   SOLE   244,300 0 0
STONEX GROUP INC COM 861896108   1,384,313 18,750 SH   SOLE   18,750 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109   14,188,428 236,750 SH   SOLE   236,750 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,120,600 10,775 SH   SOLE   10,775 0 0
TESLA INC COM 88160R101   8,997,461 36,210 SH   SOLE   36,210 0 0
TEXAS ROADHOUSE INC COM 882681109   4,594,626 37,590 SH   SOLE   37,590 0 0
T-MOBILE US INC COM 872590104   6,619,224 41,285 SH   SOLE   41,285 0 0
UNITEDHEALTH GROUP INC COM 91324P102   13,529,226 25,698 SH   SOLE   25,698 0 0
WALMART INC COM 931142103   7,357,053 46,667 SH   SOLE   46,667 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   783,467 2,225 SH   SOLE   2,225 0 0
WESTERN ASSET MUN HIGH INCOM COM 95766N103   192,600 30,000 SH   SOLE   30,000 0 0
WILLIAMS COS INC COM 969457100   4,181,585 120,057 SH   SOLE   120,057 0 0