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
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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
ACTIVISION BLIZZARD INC COM 00507V109 9,929 133,564 SH   SOLE   0 0 133,564
ADOBE SYSTEMS INCORPORATED COM 00724F101 771 2,801 SH   SOLE   0 0 2,801
ALPHABET INC COM 02079K107 22,641 235,477 SH   SOLE   0 0 235,477
AMAZON COM INC COM 023135106 4,001 35,403 SH   SOLE   0 0 35,403
APPLE INC COM 037833100 29,805 215,668 SH   SOLE   0 0 215,668
BAIDU INC SPON ADR 056752108 13,511 115,000 SH   SOLE   0 0 115,000
BLACKSTONE INC COM 09260D107 8,607 102,836 SH   SOLE   0 0 102,836
BOEING CO COM 097023105 14,772 122,000 SH   SOLE   0 0 122,000
BOOKING HOLDINGS INC COM 09857L108 2,480 1,509 SH   SOLE   0 0 1,509
CAPITOL FED FINL INC COM 14057J101 1,660 200,000 SH   SOLE   0 0 200,000
CARVANA CO COM 146869102 17,295 851,970 SH   SOLE   0 0 851,970
CENTENE CORP DEL COM 15135B101 3,905 50,191 SH   SOLE   0 0 50,191
CHEVRON CORP NEW COM 166764100 37,002 257,547 SH   SOLE   0 0 257,547
CISCO SYS INC COM 17275R102 8,062 201,550 SH   SOLE   0 0 201,550
COMCAST CORP NEW COM 20030N101 519 17,684 SH   SOLE   0 0 17,684
COSTCO WHSL CORP NEW COM 22160K105 2,597 5,498 SH   SOLE   0 0 5,498
CROWN CASTLE INTL CORP NEW COM 22822V101 8,581 59,361 SH   SOLE   0 0 59,361
DIAMONDBACK ENERGY INC COM 25278X109 7,156 59,403 SH   SOLE   0 0 59,403
DISNEY WALT CO COM 254687106 6,568 69,623 SH   SOLE   0 0 69,623
ELANCO ANIMAL HEALTH INC COM 28414H103 1,147 92,461 SH   SOLE   0 0 92,461
ENTERPRISE PRODS PARTNERS L COM 293792107 6,834 287,380 SH   SOLE   0 0 287,380
HONEYWELL INTL INC COM 438516106 8,640 51,744 SH   SOLE   0 0 51,744
HUMANA INC COM 444859102 2,827 5,826 SH   SOLE   0 0 5,826
INTEL CORP COM 458140100 5,017 194,703 SH   SOLE   0 0 194,703
INTUITIVE SURGICAL INC COM 46120E602 3,268 17,437 SH   SOLE   0 0 17,437
ISHARES TR SELECT DIVD ETF ETF 464287168 490 4,573 SH   SOLE   0 0 4,573
JOHNSON & JOHNSON COM 478160104 9,265 56,715 SH   SOLE   0 0 56,715
JPMORGAN CHASE & CO COM 46625H100 8,564 81,952 SH   SOLE   0 0 81,952
LAS VEGAS SANDS CORP COM 517834107 718 19,142 SH   SOLE   0 0 19,142
LILLY ELI & CO COM 532457108 13,278 41,065 SH   SOLE   0 0 41,065
LOCKHEED MARTIN CORP COM 539830109 9,672 25,039 SH   SOLE   0 0 25,039
LOWES COS INC COM 548661107 10,318 54,940 SH   SOLE   0 0 54,940
LUMINAR TECHNOLOGIES INC COM 550424105 39,518 5,424,610 SH   SOLE   0 0 5,424,610
MASTERCARD INCORPORATED COM 57636Q104 2,203 7,748 SH   SOLE   0 0 7,748
MCDONALDS CORP COM 580135101 10,258 44,459 SH   SOLE   0 0 44,459
MICROSOFT CORP COM 594918104 22,882 98,248 SH   SOLE   0 0 98,248
MONOLITHIC PWR SYS INC COM 609839105 16,846 46,358 SH   SOLE   0 0 46,358
NIKE INC COM 654106103 16,363 196,859 SH   SOLE   0 0 196,859
NOVO-NORDISK A S ADR 670100205 19,918 199,924 SH   SOLE   0 0 199,924
NVIDIA CORPORATION COM 67066G104 1,726 14,218 SH   SOLE   0 0 14,218
NXP SEMICONDUCTORS N V COM N6596X109 2,195 14,879 SH   SOLE   0 0 14,879
OGE ENERGY CORP COM 670837103 8,843 242,538 SH   SOLE   0 0 242,538
OREILLY AUTOMOTIVE INC COM 67103H107 25,700 36,540 SH   SOLE   0 0 36,540
PAYCHEX INC COM 704326107 9,551 85,117 SH   SOLE   0 0 85,117
PEPSICO INC COM 713448108 10,887 66,685 SH   SOLE   0 0 66,685
PRICE T ROWE GROUP INC COM 74144T108 7,766 73,954 SH   SOLE   0 0 73,954
PROTERRA INC COM 74374T109 4,413 886,078 SH   SOLE   0 0 886,078
RAYTHEON TECHNOLOGIES CORP COM 75513E101 10,055 122,826 SH   SOLE   0 0 122,826
SCHLUMBERGER LTD COM 806857108 35,381 985,537 SH   SOLE   0 0 985,537
SNOWFLAKE INC COM 833445109 973 5,723 SH   SOLE   0 0 5,723
SPDR INDEX SHS FDS PORTFOLIO EMG MKT ETF 78463X509 248 7,974 SH   SOLE   0 0 7,974
SPDR INDEX SHS FDS PORTFOLIO DEVLPD ETF 78463X889 311 12,067 SH   SOLE   0 0 12,067
SPDR S&P 500 ETF TR ETF 78462F103 2,208 6,182 SH   SOLE   0 0 6,182
SPDR SERIES TRUST BLOOMBERG BRC ETF 78468R200 1,070 35,303 SH   SOLE   0 0 35,303
SPDR SER TR PRTFLO S&P 500 HI ETF 78468R788 274 7,727 SH   SOLE   0 0 7,727
SPDR SER TR PORTFOLIO S&P600 ETF 78468R853 229 6,727 SH   SOLE   0 0 6,727
SPDR SERIES TRUST PRTFLO S&P 500 ETF 78464A854 1,350 32,147 SH   SOLE   0 0 32,147
STARBUCKS CORP COM 855244109 30,221 358,666 SH   SOLE   0 0 358,666
STELLANTIS N.V SHS N82405106 8,793 742,610 SH   SOLE   0 0 742,610
TEXAS INSTRS INC COM 882508104 9,052 58,486 SH   SOLE   0 0 58,486
UNITED PARCEL SERVICE INC COM 911312106 8,730 54,044 SH   SOLE   0 0 54,044
UNITEDHEALTH GROUP INC COM 91324P102 33,644 66,617 SH   SOLE   0 0 66,617
VANGUARD BD INDEX FD TOTAL BND MRKT ETF 921937835 265 3,710 SH   SOLE   0 0 3,710
VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769 2,698 15,034 SH   SOLE   0 0 15,034
VANGUARD INTL EQUITY ALL WRLD EX US ETF 922042775 253 5,697 SH   SOLE   0 0 5,697
VANGUARD SCOTTSDALE RUS2000IDX ETF 92206C664 529 7,938 SH   SOLE   0 0 7,938
VANGUARD WHITEHALL HIGH DIV YLD ETF 921946406 1,673 17,631 SH   SOLE   0 0 17,631
VERIZON COMMUNICATIONS INC COM 92343V104 7,388 194,566 SH   SOLE   0 0 194,566
VISA INC COM 92826C839 2,145 12,077 SH   SOLE   0 0 12,077
ZILLOW GROUP INC COM 98954M200 1,207 42,182 SH   SOLE   0 0 42,182