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
ABBOTT LABS COM 002824100 BBG001S5N9M6 1,289,454 11,400 SH   SOLE   0 0 11,400
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 4,927,300 27,728 SH   SOLE   0 0 27,728
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 1,104,021 9,140 SH   SOLE   0 0 9,140
ALBEMARLE CORP COM 012653101 BBG001S7SBP9 1,952,294 22,680 SH   SOLE   0 0 22,680
ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 2,425,388 11,632 SH   SOLE   0 0 11,632
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 11,766,699 62,159 SH   SOLE   0 0 62,159
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 427,347 2,244 SH   SOLE   0 0 2,244
AMAZON COM INC COM 023135106 BBG001S5PQL7 12,895,525 58,779 SH   SOLE   0 0 58,779
AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 2,256,640 12,304 SH   SOLE   0 0 12,304
AMGEN INC COM 031162100 BBG001S5NNL6 390,960 1,500 SH   SOLE   0 0 1,500
APPLE INC COM 037833100 BBG001S5N8V8 10,103,749 40,347 SH   SOLE   0 0 40,347
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 5,886,852 36,198 SH   SOLE   0 0 36,198
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 2,707,753 9,250 SH   SOLE   0 0 9,250
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 498,833 11,350 SH   SOLE   0 0 11,350
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 1,280,516 2,825 SH   SOLE   0 0 2,825
BLACKBERRY LTD COM 09228F103 BBG001S60618 537,516 142,200 SH   SOLE   0 0 142,200
BLACKSTONE INC COM 09260D107 BBG001S7H949 4,135,494 23,985 SH   SOLE   0 0 23,985
BOEING CO COM 097023105 BBG001S5P0V3 2,452,335 13,855 SH   SOLE   0 0 13,855
BROADCOM INC COM 11135F101 BBG00KHY5SY8 9,582,287 41,331 SH   SOLE   0 0 41,331
CATERPILLAR INC COM 149123101 BBG001S5PJ06 1,378,488 3,800 SH   SOLE   0 0 3,800
CHART INDS INC COM 16115Q308 BBG001SQV7W4 4,489,129 23,523 SH   SOLE   0 0 23,523
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 243,766 1,683 SH   SOLE   0 0 1,683
CHUBB LIMITED COM H1467J104 BBG001S8S1L3 928,368 3,360 SH   SOLE   0 0 3,360
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG001S5PW43 636,380 67,700 SH   SOLE   0 0 67,700
COCA COLA CO COM 191216100 BBG001S5SMQ8 3,048,043 48,957 SH   SOLE   0 0 48,957
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 645,970 705 SH   SOLE   0 0 705
DIGITAL RLTY TR INC COM 253868103 BBG001SM0K30 4,139,251 23,342 SH   SOLE   0 0 23,342
DISNEY WALT CO COM 254687106 BBG001S5QHF3 5,529,759 49,661 SH   SOLE   0 0 49,661
DOMINION ENERGY INC COM 25746U109 BBG001S5QCP3 414,722 7,700 SH   SOLE   0 0 7,700
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 1,317,122 12,225 SH   SOLE   0 0 12,225
EATON CORP PLC SHS G29183103 BBG001S5QZ45 5,754,914 17,341 SH   SOLE   0 0 17,341
EXACT SCIENCES CORP COM 30063P105 BBG001SGCLB9 2,609,183 46,435 SH   SOLE   0 0 46,435
EXELON CORP COM 30161N101 BBG001SBJMT2 987,824 26,244 SH   SOLE   0 0 26,244
EXPEDIA GROUP INC COM NEW 30212P303 BBG001SP8VM0 5,687,723 30,525 SH   SOLE   0 0 30,525
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 777,408 7,227 SH   SOLE   0 0 7,227
FEDEX CORP COM 31428X106 BBG001S5R3M5 1,976,343 7,025 SH   SOLE   0 0 7,025
FIRST SOLAR INC COM 336433107 BBG001S991Z7 4,780,158 27,123 SH   SOLE   0 0 27,123
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 1,956,360 51,375 SH   SOLE   0 0 51,375
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 4,084,415 52,244 SH   SOLE   0 0 52,244
GENERAL MTRS CO COM 37045V100 BBG001SM1DK6 593,961 11,150 SH   SOLE   0 0 11,150
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 1,315,626 14,243 SH   SOLE   0 0 14,243
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 950,549 1,660 SH   SOLE   0 0 1,660
HOME DEPOT INC COM 437076102 BBG001S5RTW7 3,786,119 9,733 SH   SOLE   0 0 9,733
HOWARD HUGHES HOLDINGS INC COM 44267T102 BBG01HTMDZ63 696,126 9,050 SH   SOLE   0 0 9,050
HUMANA INC COM 444859102 BBG001S5S1X6 206,830 815 SH   SOLE   0 0 815
ILLUMINA INC COM 452327109 BBG001SF4NY1 1,917,457 14,349 SH   SOLE   0 0 14,349
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 3,677,976 16,731 SH   SOLE   0 0 16,731
ISHARES TR GL CLEAN ENE ETF 464288224 BBG001S7XDQ8 419,501 36,863 SH   SOLE   0 0 36,863
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 590,724 1,471 SH   SOLE   0 0 1,471
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 286,766 1,549 SH   SOLE   0 0 1,549
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 2,783,050 19,244 SH   SOLE   0 0 19,244
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 3,548,391 14,803 SH   SOLE   0 0 14,803
KENVUE INC COM 49177J102 BBG01C79X614 2,281,907 106,881 SH   SOLE   0 0 106,881
KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 862,893 28,098 SH   SOLE   0 0 28,098
LINDE PLC SHS G54950103 BBG01FND0CH6 630,098 1,505 SH   SOLE   0 0 1,505
MCDONALDS CORP COM 580135101 BBG001S5T110 2,115,159 7,296 SH   SOLE   0 0 7,296
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 3,858,723 48,306 SH   SOLE   0 0 48,306
MERCK & CO INC COM 58933Y105 BBG001S5TC52 4,482,910 45,063 SH   SOLE   0 0 45,063
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 9,838,325 16,803 SH   SOLE   0 0 16,803
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 582,387 6,920 SH   SOLE   0 0 6,920
MICROSOFT CORP COM 594918104 BBG001S5TD05 6,569,999 15,587 SH   SOLE   0 0 15,587
NETFLIX INC COM 64110L106 BBG001SF6L46 4,838,976 5,429 SH   SOLE   0 0 5,429
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 4,425,768 61,735 SH   SOLE   0 0 61,735
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1,492,902 11,117 SH   SOLE   0 0 11,117
ORACLE CORP COM 68389X105 BBG001S5SJG6 5,139,906 30,844 SH   SOLE   0 0 30,844
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 3,213,428 37,650 SH   SOLE   0 0 37,650
PFIZER INC COM 717081103 BBG001S5V466 2,152,224 81,124 SH   SOLE   0 0 81,124
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 2,879,246 17,174 SH   SOLE   0 0 17,174
QUALCOMM INC COM 747525103 BBG001S6VS70 5,196,972 33,830 SH   SOLE   0 0 33,830
REALTY INCOME CORP COM 756109104 BBG001S884K0 1,468,775 27,500 SH   SOLE   0 0 27,500
SALESFORCE INC COM 79466L302 BBG001SDLP09 4,836,083 14,465 SH   SOLE   0 0 14,465
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 BBG00L5F9FV7 2,063,215 21,312 SH   SOLE   0 0 21,312
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 947,510 19,605 SH   SOLE   0 0 19,605
SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 578,426 4,390 SH   SOLE   0 0 4,390
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 BBG00B597137 223,766 5,502 SH   SOLE   0 0 5,502
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 2,369,809 10,563 SH   SOLE   0 0 10,563
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 211,618 2,692 SH   SOLE   0 0 2,692
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 1,279,401 9,300 SH   SOLE   0 0 9,300
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 3,110,653 13,378 SH   SOLE   0 0 13,378
SERVICE CORP INTL COM 817565104 BBG001S5WBJ5 237,983 2,982 SH   SOLE   0 0 2,982
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 856,849 1,462 SH   SOLE   0 0 1,462
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 1,278,374 13,982 SH   SOLE   0 0 13,982
SPDR SER TR BLOOMBERG INVT 78468R200 BBG0029J2J00 296,821 9,659 SH   SOLE   0 0 9,659
SPDR SER TR S&P BIOTECH 78464A870 BBG001SQDKG3 599,349 6,655 SH   SOLE   0 0 6,655
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 2,805,195 15,239 SH   SOLE   0 0 15,239
TJX COS INC NEW COM 872540109 BBG001S5WQ93 5,325,274 44,080 SH   SOLE   0 0 44,080
TOLL BROTHERS INC COM 889478103 BBG001S5WT15 1,944,416 15,438 SH   SOLE   0 0 15,438
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 6,499,480 107,750 SH   SOLE   0 0 107,750
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 3,039,291 6,988 SH   SOLE   0 0 6,988
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 2,614,836 20,736 SH   SOLE   0 0 20,736
VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 405,734 1,400 SH   SOLE   0 0 1,400
VICI PPTYS INC COM 925652109 BBG00HVVB4B6 2,590,856 88,698 SH   SOLE   0 0 88,698
VISA INC COM CL A 92826C839 BBG001SRCFY3 4,636,482 14,671 SH   SOLE   0 0 14,671
WALMART INC COM 931142103 BBG001S5XH92 3,203,112 35,452 SH   SOLE   0 0 35,452
WELLTOWER INC COM 95040Q104 BBG001S5RTQ4 409,598 3,250 SH   SOLE   0 0 3,250
WILLIAMS COS INC COM 969457100 BBG001S5XH10 1,844,572 34,083 SH   SOLE   0 0 34,083
WORKDAY INC CL A 98138H101 BBG001T21KQ7 1,696,289 6,574 SH   SOLE   0 0 6,574
WYNN RESORTS LTD COM 983134107 BBG001SJZ2V8 215,400 2,500 SH   SOLE   0 0 2,500
ZOETIS INC CL A 98978V103 BBG0039320P7 243,743 1,496 SH   SOLE   0 0 1,496