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   15,845,096 69,347 SH   SOLE   0 0 0
ALPHABET INC CAP STK CL A com 02079K305   122,198,956 390,412 SH   SOLE   0 0 0
ALPHABET INC CAP STK CL C com 02079K107   14,817,008 47,218 SH   SOLE   0 0 0
ALTRIA GROUP INC COM com 02209S103   567,086 9,835 SH   SOLE   0 0 0
AMAZON COM INC COM com 023135106   99,014,394 428,968 SH   SOLE   0 0 0
AMERICAN EXPRESS CO COM com 025816109   17,314,069 46,801 SH   SOLE   0 0 0
AMPHENOL CORP NEW CL A com 032095101   997,333 7,380 SH   SOLE   0 0 0
APPLE INC COM com 037833100   251,669,081 925,730 SH   SOLE   0 0 0
ARCUTIS BIOTHERAPEUTICS INC COM com 03969K108   16,397,436 564,650 SH   SOLE   0 0 0
BANK AMERICA CORP COM com 060505104   1,162,810 21,142 SH   SOLE   0 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW com 084670702   2,618,807 5,210 SH   SOLE   0 0 0
BLACKSTONE INC COM com 09260D107   55,299,551 358,762 SH   SOLE   0 0 0
BROADCOM INC COM com 11135F101   207,660 600 SH   SOLE   0 0 0
CARRIER GLOBAL CORPORATION COM com 14448C104   417,436 7,900 SH   SOLE   0 0 0
CBOE GLOBAL MKTS INC COM com 12503M108   967,856 3,856 SH   SOLE   0 0 0
CISCO SYS INC COM com 17275R102   418,273 5,430 SH   SOLE   0 0 0
COMCAST CORP NEW CL A com 20030N101   642,635 21,500 SH   SOLE   0 0 0
COMERICA INC COM com 200340107   1,293,431 14,879 SH   SOLE   0 0 0
CONSTELLATION ENERGY CORP COM com 21037T109   19,067,395 53,974 SH   SOLE   0 0 0
COSTCO WHOLESALE CORPORATION COM com 22160K105   14,429,535 16,733 SH   SOLE   0 0 0
DANAHER CORPORATION COM com 235851102   1,696,297 7,410 SH   SOLE   0 0 0
DEERE & CO COM com 244199105   1,210,482 2,600 SH   SOLE   0 0 0
DOORDASH INC CL A com 25809K105   235,539 1,040 SH   SOLE   0 0 0
EAGLE MATLS INC COM com 26969P108   201,513 975 SH   SOLE   0 0 0
ELI LILLY & CO COM com 532457108   30,240,421 28,139 SH   SOLE   0 0 0
ENCOMPASS HEALTH CORP COM com 29261A100   1,467,916 13,830 SH   SOLE   0 0 0
FERRARI N V COM com N3167Y103   997,812 2,700 SH   SOLE   0 0 0
GE AEROSPACE COM NEW com 369604301   12,230,947 39,707 SH   SOLE   0 0 0
GE VERNOVA INC COM com 36828A101   14,229,526 21,772 SH   SOLE   0 0 0
GENERAL DYNAMICS CORP COM com 369550108   1,603,848 4,764 SH   SOLE   0 0 0
GOLDMAN SACHS GROUP INC COM com 38141G104   778,806 886 SH   SOLE   0 0 0
HCA HEALTHCARE INC COM com 40412C101   786,659 1,685 SH   SOLE   0 0 0
HOME DEPOT INC COM com 437076102   17,751,775 51,589 SH   SOLE   0 0 0
HONEYWELL INTL INC COM com 438516106   756,559 3,878 SH   SOLE   0 0 0
ILLINOIS TOOL WKS INC COM com 452308109   424,868 1,725 SH   SOLE   0 0 0
INTUIT COM com 461202103   484,891 732 SH   SOLE   0 0 0
INVESCO QQQ TRUST SERIES I com 46090E103   3,695,075 6,015 SH   SOLE   0 0 0
ISHARES BITCOIN TRUST ETF com 46438F101   235,093 4,735 SH   SOLE   0 0 0
ISHARES CORE S&P MID-CAP ETF com 464287507   660,000 10,000 SH   SOLE   0 0 0
ISHARES RUSSELL 2000 ETF com 464287655   209,236 850 SH   SOLE   0 0 0
JOHNSON & JOHNSON COM com 478160104   3,642,320 17,600 SH   SOLE   0 0 0
JPMORGAN CHASE & CO. COM com 46625H100   50,484,997 156,679 SH   SOLE   0 0 0
LENNAR CORP CL A com 526057104   1,644,800 16,000 SH   SOLE   0 0 0
MARRIOTT INTL INC NEW CL A com 571903202   452,640 1,459 SH   SOLE   0 0 0
MCDONALDS CORP COM com 580135101   491,453 1,608 SH   SOLE   0 0 0
MERCK & CO INC COM com 58933Y105   6,338,336 60,216 SH   SOLE   0 0 0
META PLATFORMS INC CL A com 30303M102   57,792,200 87,552 SH   SOLE   0 0 0
MICROSOFT CORP COM com 594918104   72,681,647 150,287 SH   SOLE   0 0 0
MONDELEZ INTL INC CL A com 609207105   379,179 7,044 SH   SOLE   0 0 0
MOODYS CORP COM com 615369105   957,844 1,875 SH   SOLE   0 0 0
NEXTERA ENERGY INC COM com 65339F101   1,933,544 24,085 SH   SOLE   0 0 0
NVIDIA CORPORATION COM com 67066G104   58,744,516 314,984 SH   SOLE   0 0 0
ORACLE CORP COM com 68389X105   5,527,258 28,358 SH   SOLE   0 0 0
PALANTIR TECHNOLOGIES INC CL A com 69608A108   730,553 4,110 SH   SOLE   0 0 0
PEPSICO INC COM com 713448108   265,512 1,850 SH   SOLE   0 0 0
PFIZER INC COM com 717081103   6,298,629 252,957 SH   SOLE   0 0 0
PHILIP MORRIS INTL INC COM com 718172109   1,014,851 6,327 SH   SOLE   0 0 0
PROCTER & GAMBLE CO COM com 742718109   240,044 1,675 SH   SOLE   0 0 0
QXO INC COM NEW com 82846H405   16,547,734 857,840 SH   SOLE   0 0 0
REDDIT INC com 75734B100   28,176,545 122,576 SH   SOLE   0 0 0
REVOLUTION MEDICINES INC COM com 76155X100   398,250 5,000 SH   SOLE   0 0 0
RIVIAN AUTOMOTIVE INC COM CL A com 76954A103   313,389 15,900 SH   SOLE   0 0 0
RTX CORPORATION COM com 75513E101   733,600 4,000 SH   SOLE   0 0 0
SHERWIN WILLIAMS CO COM com 824348106   4,220,491 13,025 SH   SOLE   0 0 0
SPDR GOLD SHARES com 78463V107   297,233 750 SH   SOLE   0 0 0
SPDR S&P 500 ETF TRUST com 78462F103   583,042 855 SH   SOLE   0 0 0
STRYKER CORPORATION COM com 863667101   26,480,453 75,342 SH   SOLE   0 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS com 874039100   1,348,360 4,437 SH   SOLE   0 0 0
TESLA INC COM com 88160R101   767,222 1,706 SH   SOLE   0 0 0
TEXTRON INC COM com 883203101   250,439 2,873 SH   SOLE   0 0 0
TITAN INTL INC ILL COM com 88830M102   16,778,782 2,142,884 SH   SOLE   0 0 0
TJX COS INC NEW COM com 872540109   2,173,735 14,151 SH   SOLE   0 0 0
UBER TECHNOLOGIES INC COM com 90353T100   1,162,325 14,225 SH   SOLE   0 0 0
UNION PAC CORP COM com 907818108   511,013 2,209 SH   SOLE   0 0 0
VANGUARD MID-CAP ETF com 922908629   566,509 1,952 SH   SOLE   0 0 0
VANGUARD SMALL-CAP ETF com 922908751   4,847,654 18,793 SH   SOLE   0 0 0
VANGUARD TOTAL STOCK MARKET ETF com 922908769   838,175 2,500 SH   SOLE   0 0 0
VERTIV HOLDINGS CO COM CL A com 92537N108   29,023,281 179,145 SH   SOLE   0 0 0
VILLAGE FARMS INTL INC COM com 92707Y108   2,100,210 575,400 SH   SOLE   0 0 0
VISA INC COM CL A com 92826C839   36,464,722 103,974 SH   SOLE   0 0 0
WHIRLPOOL CORP COM com 963320106   5,967,204 82,717 SH   SOLE   0 0 0
XPO INC COM com 983793100   40,546,982 298,337 SH   SOLE   0 0 0