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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC com 00287Y109 23,145,453 172,457 SH   SOLE   0 0 0
ALPHABET, INC. A com 02079k305 40,996,068 428,605 SH   SOLE   0 0 0
ALPHABET, INC. C com 02079k107 9,789,993 101,820 SH   SOLE   0 0 0
ALTRIA GROUP INC com 02209s103 445,593 11,035 SH   SOLE   0 0 0
AMAZON.COM INC com 023135106 47,641,365 421,605 SH   SOLE   0 0 0
APPLE INC com 037833100 173,344,812 1,254,304 SH   SOLE   0 0 0
ARCUTIS BIOTHERAPEUTICS INC com 03969k108 894,348 46,800 SH   SOLE   0 0 0
BANK OF AMERICA CORP com 060505104 3,504,951 116,058 SH   SOLE   0 0 0
BERKSHIRE HATHAWAY INC. CL B com 084670702 1,507,594 5,646 SH   SOLE   0 0 0
BLACKSTONE INC com 09260D107 43,161,662 515,671 SH   SOLE   0 0 0
BRISTOL-MYERS SQUIBB com 110122108 7,390,303 103,957 SH   SOLE   0 0 0
BROOKFIELD ASSET MGMT INC com 112585104 560,193 13,700 SH   SOLE   0 0 0
CANOO INC com 13803r102 192,187 102,500 SH   SOLE   0 0 0
CARRIER GLOBAL CORP com 14448C104 599,790 16,867 SH   SOLE   0 0 0
CBOE HOLDINGS INC com 12503M108 581,450 4,954 SH   SOLE   0 0 0
CHEVRON CORPORATION com 166764100 1,359,549 9,463 SH   SOLE   0 0 0
CISCO SYSTEMS INC com 17275R102 604,200 15,105 SH   SOLE   0 0 0
COMCAST CORP NEW CL A com 20030N101 630,595 21,500 SH   SOLE   0 0 0
CONOCOPHILLIPS com 20825C104 805,927 7,875 SH   SOLE   0 0 0
COSTCO WHOLESALE CORP com 22160k105 6,249,548 13,233 SH   SOLE   0 0 0
DANAHER CORP com 235851102 5,169,932 20,016 SH   SOLE   0 0 0
DEERE & CO com 244199105 1,106,845 3,315 SH   SOLE   0 0 0
DIAGEO PLC SPONSORED ADR com 25243Q205 4,294,494 25,290 SH   SOLE   0 0 0
DOCUSIGN INC com 256163106 664,364 12,425 SH   SOLE   0 0 0
EXTRA SPACE STORAGE INC com 30225t102 302,242 1,750 SH   SOLE   0 0 0
FERRARI com N3167Y103 499,500 2,700 SH   SOLE   0 0 0
FISERV INC com 337738108 391,122 4,180 SH   SOLE   0 0 0
FORD MOTOR COMPANY com 345370860 588,683 52,561 SH   SOLE   0 0 0
GENERAL DYNAMICS CORP com 369550108 1,454,425 6,855 SH   SOLE   0 0 0
GENERAL MOTORS CORP com 37045V100 1,886,892 58,800 SH   SOLE   0 0 0
GXO LOGISTICS INC com 36262g101 9,433,348 269,063 SH   SOLE   0 0 0
HCA HOLDINGS, INC. com 40412c101 479,691 2,610 SH   SOLE   0 0 0
HOME DEPOT INC com 437076102 19,898,309 72,111 SH   SOLE   0 0 0
HONEYWELL INTL INC com 438516106 9,331,953 55,890 SH   SOLE   0 0 0
ICAHN ENTERPRISES LP com 451100101 3,395,012 68,351 SH   SOLE   0 0 0
ILLINOIS TOOL WORKS com 452308109 379,365 2,100 SH   SOLE   0 0 0
IMMUNITYBIO INC com 45256x103 49,700 10,000 SH   SOLE   0 0 0
INTUIT INC com 461202103 283,518 732 SH   SOLE   0 0 0
INVESCO QQQ TRUST UNIT SER 1 ETF com 46090e103 1,759,372 6,583 SH   SOLE   0 0 0
ISHARES CORE MSCI EMERG ETF com 46434g103 217,049 5,050 SH   SOLE   0 0 0
ISHARES CORE S&P MIDCAP ETF com 464287507 744,606 3,396 SH   SOLE   0 0 0
ISHARES MSCI EAFE ETF com 464287465 1,225,218 21,875 SH   SOLE   0 0 0
ISHARES MSCI EMERGING MKTS ETF com 464287234 655,744 18,800 SH   SOLE   0 0 0
ISHARES NASDAQ BIOTECH INDEX com 464287556 343,862 2,940 SH   SOLE   0 0 0
JACOBS SOLUTIONS INC com 46982l108 1,457,020 13,430 SH   SOLE   0 0 0
JOHNSON & JOHNSON com 478160104 22,854,040 139,899 SH   SOLE   0 0 0
JPMORGAN CHASE & CO com 46625H100 25,155,658 240,724 SH   SOLE   0 0 0
LENNAR CORP CL A com 526057104 1,203,982 16,150 SH   SOLE   0 0 0
LOCKHEED MARTIN CORP com 539830109 1,638,255 4,241 SH   SOLE   0 0 0
MARRIOTT INTERNATIONAL com 571903202 238,238 1,700 SH   SOLE   0 0 0
MCDONALDS CORP. com 580135101 1,811,078 7,849 SH   SOLE   0 0 0
MERCK & CO INC com 58933y105 4,586,837 53,261 SH   SOLE   0 0 0
META PLATFORMS INC com 30303M102 12,239,014 90,205 SH   SOLE   0 0 0
MICROSOFT CORP com 594918104 32,966,296 141,547 SH   SOLE   0 0 0
MONDELEZ INTERNATIONAL INC com 609207105 386,222 7,044 SH   SOLE   0 0 0
MOODY'S CORPORATION com 615369105 455,831 1,875 SH   SOLE   0 0 0
MSCI INC. com 55354g100 238,311 565 SH   SOLE   0 0 0
NEXTERA ENERGY INC com 65339F101 4,515,631 57,590 SH   SOLE   0 0 0
NVIDIA CORP com 67066g104 365,869 3,014 SH   SOLE   0 0 0
ORACLE CORP com 68389X105 1,926,453 31,545 SH   SOLE   0 0 0
PEPSICO INC com 713448108 334,683 2,050 SH   SOLE   0 0 0
PFIZER INC COM com 717081103 17,551,917 401,095 SH   SOLE   0 0 0
PHILIP MORRIS INT'L com 718172109 596,260 7,183 SH   SOLE   0 0 0
PJT PARTNERS INC com 69343t107 1,464,560 21,918 SH   SOLE   0 0 0
PLANET FITNESS INC CL A com 72703h101 893,730 15,500 SH   SOLE   0 0 0
PMV PHARMACEUTICALS com 69353y103 119,000 10,000 SH   SOLE   0 0 0
PROCTER & GAMBLE CO com 742718109 224,093 1,775 SH   SOLE   0 0 0
RAYTHEON TECHNOLOGIES CORP com 75513e101 13,947,470 170,381 SH   SOLE   0 0 0
RIVIAN AUTOMOTIVE INC-A com 76954a103 523,269 15,900 SH   SOLE   0 0 0
SHERWIN-WILLIAMS CO com 824348106 4,382,673 21,405 SH   SOLE   0 0 0
SHYFT GROUP INC com 825698103 204,300 10,000 SH   SOLE   0 0 0
SPLUNK INC com 848637104 618,520 8,225 SH   SOLE   0 0 0
STANDARD & POOR DEPOSITARY RECEIPTS com 78462F103 305,388 855 SH   SOLE   0 0 0
STARBUCKS CORP com 855244109 896,526 10,640 SH   SOLE   0 0 0
STRYKER CORPORATION com 863667101 19,912,112 98,312 SH   SOLE   0 0 0
TEXTRON INC com 883203101 404,790 6,948 SH   SOLE   0 0 0
TITAN INTL INC com 88830M102 33,132,500 2,729,201 SH   SOLE   0 0 0
TJX INC com 872540109 1,372,852 22,100 SH   SOLE   0 0 0
TYRA BIOSCIENCE INC com 90240b106 92,295 10,500 SH   SOLE   0 0 0
ULTA BEAUTY INC com 90384S303 2,062,116 5,140 SH   SOLE   0 0 0
UNION PACIFIC CORP com 907818108 389,640 2,000 SH   SOLE   0 0 0
VANGUARD MID-CAP ETF com 922908629 1,939,765 10,319 SH   SOLE   0 0 0
VANGUARD SMALL-CAP ETF com 922908751 6,930,571 40,551 SH   SOLE   0 0 0
VANGUARD TOTAL STOCK MKT ETF com 922908769 448,675 2,500 SH   SOLE   0 0 0
VILLAGE FARMS INTERNATIONAL INC com 92707y108 1,099,014 575,400 SH   SOLE   0 0 0
VISA INC CLASS A com 92826c839 22,075,499 124,264 SH   SOLE   0 0 0
WALT DISNEY CO com 254687106 3,390,691 35,945 SH   SOLE   0 0 0
WHIRLPOOL CORP com 963320106 495,696 3,677 SH   SOLE   0 0 0
XPO LOGISTICS com 983793100 12,739,531 286,153 SH   SOLE   0 0 0
ZOETIS INC com 98978V103 2,860,217 19,288 SH   SOLE   0 0 0