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
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 401,840 2,726 SH   SOLE   2,726 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 28,014,830 200,550 SH   SOLE   200,510 0 40
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 12,216,940 86,688 SH   SOLE   86,688 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 33,886,267 223,024 SH   SOLE   222,984 0 40
AMGEN INC COM 031162100 BBG001S5NNL6 368,666 1,280 SH   SOLE   1,280 0 0
APPLE INC COM 037833100 BBG001S5N8V8 45,903,196 238,421 SH   SOLE   238,411 0 10
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 490,402 2,105 SH   SOLE   2,105 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 265,993 7,900 SH   SOLE   7,900 0 0
BOEING CO COM 097023105 BBG001S5P0V3 353,194 1,355 SH   SOLE   1,355 0 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 709,608 2,400 SH   SOLE   2,400 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 492,228 3,300 SH   SOLE   3,300 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 36,445,657 55,214 SH   SOLE   55,204 0 10
DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 11,307,830 16,917 SH   SOLE   16,903 0 14
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 359,928 3,600 SH   SOLE   3,600 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 3,758,335 10,845 SH   SOLE   10,845 0 0
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 780,581 2,980 SH   SOLE   2,980 0 0
INTUIT COM 461202103 BBG001S6TWR2 3,618,299 5,789 SH   SOLE   5,789 0 0
INVITATION HOMES INC COM 46187W107 BBG00FQH6CJ7 871,886 25,561 SH   SOLE   25,561 0 0
ISHARES TR IBOXX HI YD ETF 464288513 BBG001ST0ZQ7 401,654 5,190 SH   SOLE   5,190 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 459,270 2,700 SH   SOLE   2,700 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 1,508,250 7,161 SH   SOLE   7,161 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 4,220,118 9,311 SH   SOLE   9,311 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 5,112,389 9,999 SH   SOLE   9,999 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 566,336 1,600 SH   SOLE   1,600 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 5,733,858 15,248 SH   SOLE   15,248 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 3,970,506 8,155 SH   SOLE   8,155 0 0
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 3,484,366 7,443 SH   SOLE   7,438 0 5
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 15,133,428 30,559 SH   SOLE   30,559 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 1,642,187 5,569 SH   SOLE   5,569 0 0
PLUG POWER INC COM NEW 72919P202 BBG001S6GJB2 45,000 10,000 SH   SOLE   10,000 0 0
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 1,528,067 18,161 SH   SOLE   18,161 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 3,277,409 12,455 SH   SOLE   12,455 0 0
SMARTRENT INC COM CL A 83193G107 BBG00Z0H9PZ1 50,571 15,853 SH   SOLE   15,853 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 1,183,803 12,330 SH   SOLE   12,330 0 0
STARWOOD PPTY TR INC COM 85571B105 BBG001T4JCN5 2,462,661 117,158 SH   SOLE   117,158 0 0
STRYKER CORPORATION COM 863667101 BBG001S8FR03 3,618,375 12,083 SH   SOLE   12,083 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 7,172,101 13,623 SH   SOLE   13,623 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 4,874,793 18,724 SH   SOLE   18,724 0 0
ZSCALER INC COM 98980G102 BBG003338H61 526,427 2,376 SH   SOLE   2,376 0 0