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

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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109   11,432 133,564 SH   SOLE   0 0 133,564
ADOBE SYSTEMS INCORPORATED COM 00724F101   1,234 3,201 SH   SOLE   0 0 3,201
ALPHABET INC COM 02079K107   28,915 284,203 SH   SOLE   0 0 284,203
AMAZON COM INC COM 023135106   4,354 42,150 SH   SOLE   0 0 42,150
APPLE INC COM 037833100   35,616 218,069 SH   SOLE   0 0 218,069
BLACKSTONE INC COM 09260D107   11,811 134,456 SH   SOLE   0 0 134,456
CAPITOL FED FINL INC COM 14057J101   1,346 200,000 SH   SOLE   0 0 200,000
CENTENE CORP DEL COM 15135B101   23,812 372,130 SH   SOLE   0 0 372,130
CHEVRON CORP NEW COM 166764100   42,021 257,547 SH   SOLE   0 0 257,547
CHIPOTLE MEXICAN GRILL INC COM 169656105   18,031 10,763 SH   SOLE   0 0 10,763
CISCO SYS INC COM 17275R102   12,053 230,567 SH   SOLE   0 0 230,567
COSTCO WHSL CORP NEW COM 22160K105   3,213 6,467 SH   SOLE   0 0 6,467
CROWN CASTLE INC COM 22822V101   10,613 79,294 SH   SOLE   0 0 79,294
DIAMONDBACK ENERGY INC COM 25278X109   9,217 68,185 SH   SOLE   0 0 68,185
DISNEY WALT CO COM 254687106   21,034 210,062 SH   SOLE   0 0 210,062
ELANCO ANIMAL HEALTH INC COM 28414H103   694 73,863 SH   SOLE   0 0 73,863
ENTERPRISE PRODS PARTNERS L COM 293792107   10,023 386,984 SH   SOLE   0 0 386,984
FLOOR & DECOR HLDGS INC CL A 339750101   17,658 185,877 SH   SOLE   0 0 185,877
HONEYWELL INTL INC COM 438516106   10,544 55,170 SH   SOLE   0 0 55,170
HUMANA INC COM 444859102   3,974 8,186 SH   SOLE   0 0 8,186
INTUITIVE SURGICAL INC COM 46120E602   5,053 19,778 SH   SOLE   0 0 19,778
ISHARES TR SELECT DIVD ETF ETF 464287168   536 4,573 SH   SOLE   0 0 4,573
JOHNSON & JOHNSON COM 478160104   10,207 65,852 SH   SOLE   0 0 65,852
JPMORGAN CHASE & CO COM 46625H100   11,278 86,549 SH   SOLE   0 0 86,549
LAUDER ESTEE COS INC COM 518439104   1,548 6,281 SH   SOLE   0 0 6,281
LILLY ELI & CO COM 532457108   14,384 41,885 SH   SOLE   0 0 41,885
LOCKHEED MARTIN CORP COM 539830109   12,363 26,152 SH   SOLE   0 0 26,152
LOWES COS INC COM 548661107   11,682 58,419 SH   SOLE   0 0 58,419
LUMINAR TECHNOLOGIES INC COM 550424105   24,889 3,834,994 SH   SOLE   0 0 3,834,994
MASTERCARD INCORPORATED COM 57636Q104   2,674 7,359 SH   SOLE   0 0 7,359
MCDONALDS CORP COM 580135101   12,944 46,294 SH   SOLE   0 0 46,294
MICROSOFT CORP COM 594918104   28,763 100,995 SH   SOLE   0 0 100,995
MONOLITHIC PWR SYS INC COM 609839105   24,521 49,244 SH   SOLE   0 0 49,244
NIKE INC COM 654106103   23,371 192,515 SH   SOLE   0 0 192,515
NOVO-NORDISK A S ADR 670100205   24,427 154,447 SH   SOLE   0 0 154,447
NVIDIA CORPORATION COM 67066G104   4,288 15,438 SH   SOLE   0 0 15,438
NXP SEMICONDUCTORS N V COM N6596X109   3,130 16,784 SH   SOLE   0 0 16,784
OGE ENERGY CORP COM 670837103   10,693 283,945 SH   SOLE   0 0 283,945
OREILLY AUTOMOTIVE INC COM 67103H107   26,810 31,803 SH   SOLE   0 0 31,803
PAYCHEX INC COM 704326107   11,169 97,470 SH   SOLE   0 0 97,470
PEPSICO INC COM 713448108   12,698 69,656 SH   SOLE   0 0 69,656
PRICE T ROWE GROUP INC COM 74144T108   10,049 89,012 SH   SOLE   0 0 89,012
RAYTHEON TECHNOLOGIES CORP COM 75513E101   12,491 127,555 SH   SOLE   0 0 127,555
SCHWAB CHARLES CORP COM 808513105   10,091 192,641 SH   SOLE   0 0 192,641
SHERWIN WILLIAMS CO COM 824348106   1,532 6,817 SH   SOLE   0 0 6,817
SNOWFLAKE INC COM 833445109   1,900 12,312 SH   SOLE   0 0 12,312
SPDR INDEX SHS FDS PORTFOLIO EMG MKT ETF 78463X509   289 8,454 SH   SOLE   0 0 8,454
SPDR INDEX SHS FDS PORTFOLIO DEVLPD ETF 78463X889   414 12,897 SH   SOLE   0 0 12,897
SPDR S&P 500 ETF TR ETF 78462F103   2,531 6,182 SH   SOLE   0 0 6,182
SPDR SERIES TRUST BLOOMBERG BRC ETF 78468R200   1,030 33,835 SH   SOLE   0 0 33,835
SPDR SER TR PRTFLO S&P 500 HI ETF 78468R788   307 8,087 SH   SOLE   0 0 8,087
SPDR SERIES TRUST PRTFLO S&P 500 ETF 78464A854   1,842 38,247 SH   SOLE   0 0 38,247
SPDR SER TR PORTFOLIO S&P600 ETF 78468R853   277 7,347 SH   SOLE   0 0 7,347
STARBUCKS CORP COM 855244109   30,844 301,076 SH   SOLE   0 0 301,076
STELLANTIS N.V SHS N82405106   13,508 742,610 SH   SOLE   0 0 742,610
TEXAS INSTRS INC COM 882508104   11,495 61,797 SH   SOLE   0 0 61,797
UNITED PARCEL SERVICE INC COM 911312106   11,333 58,419 SH   SOLE   0 0 58,419
UNITEDHEALTH GROUP INC COM 91324P102   35,691 75,789 SH   SOLE   0 0 75,789
VANGUARD INDEX FDS S&P 500 ETF ETF 922908363   213 566 SH   SOLE   0 0 566
VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769   3,066 15,024 SH   SOLE   0 0 15,024
VANGUARD INTL EQUITY ALL WRLD EX US ETF 922042775   303 5,669 SH   SOLE   0 0 5,669
VANGUARD SCOTTSDALE RUS2000IDX ETF 92206C664   572 7,938 SH   SOLE   0 0 7,938
VANGUARD WHITEHALL HIGH DIV YLD ETF 921946406   1,856 17,597 SH   SOLE   0 0 17,597
VERIZON COMMUNICATIONS INC COM 92343V104   10,225 262,927 SH   SOLE   0 0 262,927
VISA INC COM 92826C839   2,929 12,993 SH   SOLE   0 0 12,993
WARNER BROS DISCOVERY INC COM 934423104   10,193 675,000 SH   SOLE   0 0 675,000
ZILLOW GROUP INC COM 98954M200   1,541 34,657 SH   SOLE   0 0 34,657