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
ABBVIE INC COM com 00287Y109   10,753,368 69,390 SH   SOLE   0 0 0
ALPHABET INC CAP STK CL A com 02079K305   59,983,584 429,405 SH   SOLE   0 0 0
ALPHABET INC CAP STK CL C com 02079K107   10,649,375 75,565 SH   SOLE   0 0 0
ALTRIA GROUP INC COM com 02209S103   420,948 10,435 SH   SOLE   0 0 0
AMAZON COM INC COM com 023135106   66,823,060 439,799 SH   SOLE   0 0 0
APPLE INC COM com 037833100   215,896,789 1,121,367 SH   SOLE   0 0 0
ARCUTIS BIOTHERAPEUTICS INC COM com 03969K108   171,190 53,000 SH   SOLE   0 0 0
BANK AMERICA CORP COM com 060505104   2,077,843 61,712 SH   SOLE   0 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW com 084670702   1,769,034 4,960 SH   SOLE   0 0 0
BICYCLE THERAPEUTICS PLC SPONSORED ADS com 088786108   623,760 34,500 SH   SOLE   0 0 0
BLACKSTONE INC COM com 09260D107   62,172,075 474,886 SH   SOLE   0 0 0
CANOO INC COM CL A com 13803R102   26,363 102,500 SH   SOLE   0 0 0
CARRIER GLOBAL CORPORATION COM com 14448C104   626,205 10,900 SH   SOLE   0 0 0
CBOE GLOBAL MKTS INC COM com 12503M108   759,951 4,256 SH   SOLE   0 0 0
CHEVRON CORP NEW COM com 166764100   1,591,985 10,673 SH   SOLE   0 0 0
CISCO SYS INC COM com 17275R102   641,857 12,705 SH   SOLE   0 0 0
COMCAST CORP NEW CL A com 20030N101   942,775 21,500 SH   SOLE   0 0 0
COMERICA INC COM com 200340107   15,668,937 280,755 SH   SOLE   0 0 0
CONOCOPHILLIPS COM com 20825C104   983,693 8,475 SH   SOLE   0 0 0
COSTCO WHSL CORP NEW COM com 22160K105   12,091,345 18,318 SH   SOLE   0 0 0
DANAHER CORPORATION COM com 235851102   3,589,471 15,516 SH   SOLE   0 0 0
DAY HAGAN/NED DAVIS RESEARCH SMART SECTOR ETF com 86280R803   205,763 5,775 SH   SOLE   0 0 0
DEERE & CO COM com 244199105   1,305,576 3,265 SH   SOLE   0 0 0
DIAGEO PLC SPON ADR NEW com 25243Q205   3,284,633 22,550 SH   SOLE   0 0 0
DOW INC COM com 260557103   219,360 4,000 SH   SOLE   0 0 0
EAGLE MATLS INC COM com 26969P108   344,828 1,700 SH   SOLE   0 0 0
ELI LILLY & CO COM com 532457108   2,268,142 3,891 SH   SOLE   0 0 0
EXTRA SPACE STORAGE INC COM com 30225T102   280,578 1,750 SH   SOLE   0 0 0
EXXON MOBIL CORP COM com 30231G102   240,652 2,407 SH   SOLE   0 0 0
FERRARI N V COM com N3167Y103   913,761 2,700 SH   SOLE   0 0 0
FISERV INC COM com 337738108   537,736 4,048 SH   SOLE   0 0 0
FORD MTR CO DEL COM com 345370860   632,624 51,897 SH   SOLE   0 0 0
GENERAL MTRS CO COM com 37045V100   890,996 24,805 SH   SOLE   0 0 0
GOLDMAN SACHS GROUP INC COM com 38141G104   281,998 731 SH   SOLE   0 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK com 36262G101   15,406,082 251,898 SH   SOLE   0 0 0
HCA HEALTHCARE INC COM com 40412C101   645,572 2,385 SH   SOLE   0 0 0
HOME DEPOT INC COM com 437076102   22,556,420 65,089 SH   SOLE   0 0 0
HONEYWELL INTL INC COM com 438516106   9,541,805 45,500 SH   SOLE   0 0 0
ICAHN ENTERPRISES LP DEPOSITARY UNIT com 451100101   1,600,492 93,106 SH   SOLE   0 0 0
ILLINOIS TOOL WKS INC COM com 452308109   550,074 2,100 SH   SOLE   0 0 0
IMMUNITYBIO INC COM com 45256X103   730,912 145,600 SH   SOLE   0 0 0
INTUIT COM com 461202103   457,522 732 SH   SOLE   0 0 0
INVESCO QQQ TRUST SERIES I com 46090E103   2,682,356 6,550 SH   SOLE   0 0 0
ISHARES BIOTECHNOLOGY ETF com 464287556   399,399 2,940 SH   SOLE   0 0 0
ISHARES CORE S&P MID-CAP ETF com 464287507   873,023 3,150 SH   SOLE   0 0 0
ISHARES MSCI EAFE ETF com 464287465   923,038 12,250 SH   SOLE   0 0 0
JOHNSON & JOHNSON COM com 478160104   13,472,564 85,955 SH   SOLE   0 0 0
JPMORGAN CHASE & CO COM com 46625H100   29,571,205 173,846 SH   SOLE   0 0 0
LENNAR CORP CL A com 526057104   2,384,640 16,000 SH   SOLE   0 0 0
LOCKHEED MARTIN CORP COM com 539830109   6,689,370 14,759 SH   SOLE   0 0 0
MARRIOTT INTL INC NEW CL A com 571903202   372,092 1,650 SH   SOLE   0 0 0
MCDONALDS CORP COM com 580135101   2,457,771 8,289 SH   SOLE   0 0 0
MERCK & CO INC COM com 58933Y105   14,161,807 129,901 SH   SOLE   0 0 0
META PLATFORMS INC CL A com 30303M102   25,899,430 73,171 SH   SOLE   0 0 0
MICROSOFT CORP COM com 594918104   58,217,385 154,817 SH   SOLE   0 0 0
MONDELEZ INTL INC CL A com 609207105   545,253 7,528 SH   SOLE   0 0 0
MOODYS CORP COM com 615369105   732,300 1,875 SH   SOLE   0 0 0
MSCI INC COM com 55354G100   294,138 520 SH   SOLE   0 0 0
NEXTERA ENERGY INC COM com 65339F101   3,075,874 50,640 SH   SOLE   0 0 0
NVIDIA CORPORATION COM com 67066G104   5,170,097 10,440 SH   SOLE   0 0 0
ORACLE CORP COM com 68389X105   3,016,352 28,610 SH   SOLE   0 0 0
PEPSICO INC COM com 713448108   518,012 3,050 SH   SOLE   0 0 0
PFIZER INC COM com 717081103   8,370,174 290,732 SH   SOLE   0 0 0
PHILIP MORRIS INTL INC COM com 718172109   682,080 7,250 SH   SOLE   0 0 0
PJT PARTNERS INC COM CL A com 69343T107   205,166 2,014 SH   SOLE   0 0 0
PLANET FITNESS INC CL A com 72703H101   511,000 7,000 SH   SOLE   0 0 0
PMV PHARMACEUTICALS INC COM com 69353Y103   93,000 30,000 SH   SOLE   0 0 0
PNC FINL SVCS GROUP INC COM com 693475105   1,649,153 10,650 SH   SOLE   0 0 0
PROCTER AND GAMBLE CO COM com 742718109   319,457 2,180 SH   SOLE   0 0 0
RIVIAN AUTOMOTIVE INC COM CL A com 76954A103   373,014 15,900 SH   SOLE   0 0 0
RTX CORPORATION COM com 75513E101   375,096 4,458 SH   SOLE   0 0 0
SHERWIN WILLIAMS CO COM com 824348106   4,812,617 15,430 SH   SOLE   0 0 0
SPDR S&P 500 ETF TRUST com 78462F103   406,390 855 SH   SOLE   0 0 0
STARBUCKS CORP COM com 855244109   771,920 8,040 SH   SOLE   0 0 0
STRYKER CORPORATION COM com 863667101   24,882,730 83,092 SH   SOLE   0 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS com 874039100   350,168 3,367 SH   SOLE   0 0 0
TANGO THERAPEUTICS INC COM com 87583X109   138,600 14,000 SH   SOLE   0 0 0
TESLA INC COM com 88160R101   814,766 3,279 SH   SOLE   0 0 0
TEXTRON INC COM com 883203101   526,590 6,548 SH   SOLE   0 0 0
THE CIGNA GROUP COM com 125523100   263,815 881 SH   SOLE   0 0 0
TITAN INTL INC ILL COM com 88830M102   37,958,776 2,550,993 SH   SOLE   0 0 0
TJX COS INC NEW COM com 872540109   1,485,950 15,840 SH   SOLE   0 0 0
ULTA BEAUTY INC COM com 90384S303   1,991,809 4,065 SH   SOLE   0 0 0
UNION PAC CORP COM com 907818108   491,240 2,000 SH   SOLE   0 0 0
VANGUARD MID-CAP ETF com 922908629   996,164 4,282 SH   SOLE   0 0 0
VANGUARD SMALL-CAP ETF com 922908751   6,918,079 32,429 SH   SOLE   0 0 0
VANGUARD TOTAL STOCK MARKET ETF com 922908769   593,050 2,500 SH   SOLE   0 0 0
VERALTO CORP COM SHS com 92338C103   343,353 4,174 SH   SOLE   0 0 0
VILLAGE FARMS INTL INC COM com 92707Y108   437,879 575,400 SH   SOLE   0 0 0
VISA INC COM CL A com 92826C839   29,293,801 112,517 SH   SOLE   0 0 0
XPO INC COM com 983793100   28,273,439 322,793 SH   SOLE   0 0 0
ZOETIS INC CL A com 98978V103   16,864,872 85,448 SH   SOLE   0 0 0