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
ACTIVISION BLIZZARD INC COM 00507V109   11,259 133,564 SH   SOLE   0 0 133,564
ALPHABET INC COM 02079K107   34,805 287,716 SH   SOLE   0 0 287,716
AMAZON COM INC COM 023135106   6,016 46,148 SH   SOLE   0 0 46,148
APPLE INC COM 037833100   38,356 197,743 SH   SOLE   0 0 197,743
BLACKSTONE INC COM 09260D107   12,221 131,452 SH   SOLE   0 0 131,452
BOEING CO COM 097023105   10,558 50,000 SH   SOLE   0 0 50,000
CAPITOL FED FINL INC COM 14057J101   1,234 200,000 SH   SOLE   0 0 200,000
CENTENE CORP DEL COM 15135B101   26,302 389,944 SH   SOLE   0 0 389,944
CHEVRON CORP NEW COM 166764100   40,525 257,547 SH   SOLE   0 0 257,547
CHIPOTLE MEXICAN GRILL INC COM 169656105   22,297 10,424 SH   SOLE   0 0 10,424
CISCO SYS INC COM 17275R102   12,486 241,331 SH   SOLE   0 0 241,331
COSTAR GROUP INC COM 22160N109   6,976 78,382 SH   SOLE   0 0 78,382
COSTCO WHSL CORP NEW COM 22160K105   3,985 7,401 SH   SOLE   0 0 7,401
CROWN CASTLE INC COM 22822V101   11,400 100,055 SH   SOLE   0 0 100,055
DIAMONDBACK ENERGY INC COM 25278X109   11,523 87,720 SH   SOLE   0 0 87,720
DISNEY WALT CO COM 254687106   26,203 293,488 SH   SOLE   0 0 293,488
FASTENAL CO COM 311900104   12,872 218,214 SH   SOLE   0 0 218,214
FLOOR & DECOR HLDGS INC CL A 339750101   20,834 200,406 SH   SOLE   0 0 200,406
HONEYWELL INTL INC COM 438516106   11,890 57,302 SH   SOLE   0 0 57,302
HUMANA INC COM 444859102   4,226 9,452 SH   SOLE   0 0 9,452
INTUITIVE SURGICAL INC COM 46120E602   6,351 18,573 SH   SOLE   0 0 18,573
ISHARES TR SELECT DIVD ETF ETF 464287168   518 4,573 SH   SOLE   0 0 4,573
JOHNSON & JOHNSON COM 478160104   8,192 49,492 SH   SOLE   0 0 49,492
JPMORGAN CHASE & CO COM 46625H100   12,726 87,503 SH   SOLE   0 0 87,503
LAUDER ESTEE COS INC COM 518439104   4,187 21,322 SH   SOLE   0 0 21,322
LILLY ELI & CO COM 532457108   14,284 30,458 SH   SOLE   0 0 30,458
LOCKHEED MARTIN CORP COM 539830109   12,140 26,369 SH   SOLE   0 0 26,369
LOWES COS INC COM 548661107   12,599 55,820 SH   SOLE   0 0 55,820
LUMINAR TECHNOLOGIES INC COM 550424105   26,385 3,834,994 SH   SOLE   0 0 3,834,994
MASTERCARD INCORPORATED COM 57636Q104   3,842 9,769 SH   SOLE   0 0 9,769
MCDONALDS CORP COM 580135101   13,410 44,938 SH   SOLE   0 0 44,938
MICROSOFT CORP COM 594918104   28,831 84,662 SH   SOLE   0 0 84,662
MONOLITHIC PWR SYS INC COM 609839105   22,044 40,805 SH   SOLE   0 0 40,805
NIKE INC COM 654106103   22,339 202,403 SH   SOLE   0 0 202,403
NORTHROP GRUMMAN CORP COM 666807102   4,058 8,904 SH   SOLE   0 0 8,904
NOVO-NORDISK A S ADR 670100205   26,105 161,311 SH   SOLE   0 0 161,311
NVIDIA CORPORATION COM 67066G104   6,009 14,205 SH   SOLE   0 0 14,205
NXP SEMICONDUCTORS N V COM N6596X109   4,366 21,330 SH   SOLE   0 0 21,330
OREILLY AUTOMOTIVE INC COM 67103H107   23,235 24,322 SH   SOLE   0 0 24,322
PAYCHEX INC COM 704326107   11,417 102,059 SH   SOLE   0 0 102,059
PEPSICO INC COM 713448108   12,794 69,077 SH   SOLE   0 0 69,077
PRICE T ROWE GROUP INC COM 74144T108   11,320 101,053 SH   SOLE   0 0 101,053
RAYTHEON TECHNOLOGIES CORP COM 75513E101   12,750 130,160 SH   SOLE   0 0 130,160
SCHWAB CHARLES CORP COM 808513105   13,227 233,358 SH   SOLE   0 0 233,358
SHERWIN WILLIAMS CO COM 824348106   4,166 15,690 SH   SOLE   0 0 15,690
SNOWFLAKE INC COM 833445109   4,358 24,762 SH   SOLE   0 0 24,762
SOUTHERN COPPER CORP COM 84265V105   11,486 160,101 SH   SOLE   0 0 160,101
SPDR INDEX SHS FDS PORTFOLIO DEVLPD ETF 78463X889   272 8,373 SH   SOLE   0 0 8,373
SPDR S&P 500 ETF TR ETF 78462F103   422 952 SH   SOLE   0 0 952
SPDR SERIES TRUST BLOOMBERG BRC ETF 78468R200   755 24,607 SH   SOLE   0 0 24,607
SPDR SER TR PRTFLO S&P 500 HI ETF 78468R788   253 6,817 SH   SOLE   0 0 6,817
SPDR SERIES TRUST PRTFLO S&P 500 ETF 78464A854   1,350 25,905 SH   SOLE   0 0 25,905
SPDR SER TR PORTFOLIO S&P600 ETF 78468R853   267 6,878 SH   SOLE   0 0 6,878
STARBUCKS CORP COM 855244109   11,547 116,561 SH   SOLE   0 0 116,561
STELLANTIS N.V SHS N82405106   13,025 742,610 SH   SOLE   0 0 742,610
TEXAS INSTRS INC COM 882508104   11,728 65,149 SH   SOLE   0 0 65,149
UNITED PARCEL SERVICE INC COM 911312106   12,146 67,761 SH   SOLE   0 0 67,761
UNITEDHEALTH GROUP INC COM 91324P102   35,733 74,345 SH   SOLE   0 0 74,345
VANGUARD INDEX FDS TOTAL BND MRKT ETF 921937835   207 2,847 SH   SOLE   0 0 2,847
VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769   448 2,034 SH   SOLE   0 0 2,034
VANGUARD INTL EQUITY ALL WRLD EX US ETF 922042775   308 5,669 SH   SOLE   0 0 5,669
VANGUARD WHITEHALL HIGH DIV YLD ETF 921946406   960 9,052 SH   SOLE   0 0 9,052
VERIZON COMMUNICATIONS INC COM 92343V104   7,940 213,496 SH   SOLE   0 0 213,496
VISA INC COM 92826C839   4,407 18,559 SH   SOLE   0 0 18,559
WARNER BROS DISCOVERY INC COM 934423104   11,098 885,000 SH   SOLE   0 0 885,000