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
ALPHABET INC COM 02079K107   30,208 229,111 SH   SOLE   0 0 229,111
AMAZON COM INC COM 023135106   5,866 46,148 SH   SOLE   0 0 46,148
APPLE INC COM 037833100   28,433 166,073 SH   SOLE   0 0 166,073
BLACKSTONE INC COM 09260D107   14,447 134,838 SH   SOLE   0 0 134,838
BOEING CO COM 097023105   9,584 50,000 SH   SOLE   0 0 50,000
CAPITOL FED FINL INC COM 14057J101   954 200,000 SH   SOLE   0 0 200,000
CENTENE CORP DEL COM 15135B101   29,859 433,492 SH   SOLE   0 0 433,492
CHENIERE ENERGY INC COM 16411R208   3,070 18,500 SH   SOLE   0 0 18,500
CHEVRON CORP NEW COM 166764100   43,428 257,547 SH   SOLE   0 0 257,547
CHIPOTLE MEXICAN GRILL INC COM 169656105   21,984 12,001 SH   SOLE   0 0 12,001
CISCO SYS INC COM 17275R102   13,584 252,671 SH   SOLE   0 0 252,671
COSTAR GROUP INC COM 22160N109   14,394 187,196 SH   SOLE   0 0 187,196
COSTCO WHSL CORP NEW COM 22160K105   5,076 8,985 SH   SOLE   0 0 8,985
CROWN CASTLE INC COM 22822V101   10,548 114,614 SH   SOLE   0 0 114,614
DIAMONDBACK ENERGY INC COM 25278X109   14,413 93,059 SH   SOLE   0 0 93,059
DISNEY WALT CO COM 254687106   24,555 302,967 SH   SOLE   0 0 302,967
ELI LILLY & CO COM 532457108   16,712 31,114 SH   SOLE   0 0 31,114
EQT CORP COM 26884L109   17,819 439,115 SH   SOLE   0 0 439,115
FASTENAL CO COM 311900104   12,484 228,473 SH   SOLE   0 0 228,473
FLOOR & DECOR HLDGS INC CL A 339750101   18,964 209,550 SH   SOLE   0 0 209,550
HONEYWELL INTL INC COM 438516106   11,846 64,123 SH   SOLE   0 0 64,123
HUMANA INC COM 444859102   5,187 10,662 SH   SOLE   0 0 10,662
INTUITIVE SURGICAL INC COM 46120E602   5,429 18,573 SH   SOLE   0 0 18,573
ISHARES TR ETF 464287168   492 4,573 SH   SOLE   0 0 4,573
JPMORGAN CHASE & CO COM 46625H100   13,514 93,188 SH   SOLE   0 0 93,188
LAUDER ESTEE COS INC COM 518439104   3,677 25,439 SH   SOLE   0 0 25,439
LOCKHEED MARTIN CORP COM 539830109   11,755 28,744 SH   SOLE   0 0 28,744
LOWES COS INC COM 548661107   12,159 58,503 SH   SOLE   0 0 58,503
LUMINAR TECHNOLOGIES INC COM 550424105   17,449 3,834,994 SH   SOLE   0 0 3,834,994
MASTERCARD INCORPORATED COM 57636Q104   4,559 11,515 SH   SOLE   0 0 11,515
MCDONALDS CORP COM 580135101   13,685 51,946 SH   SOLE   0 0 51,946
MICROSOFT CORP COM 594918104   24,349 77,116 SH   SOLE   0 0 77,116
MONOLITHIC PWR SYS INC COM 609839105   19,721 42,686 SH   SOLE   0 0 42,686
NEXTERA ENERGY INC COM 65339F101   8,712 152,064 SH   SOLE   0 0 152,064
NIKE INC COM 654106103   26,233 274,343 SH   SOLE   0 0 274,343
NORTHROP GRUMMAN CORP COM 666807102   13,298 30,210 SH   SOLE   0 0 30,210
NOVO-NORDISK A S ADR 670100205   27,985 307,732 SH   SOLE   0 0 307,732
NVIDIA CORPORATION COM 67066G104   6,691 15,382 SH   SOLE   0 0 15,382
NXP SEMICONDUCTORS N V COM N6596X109   4,784 23,930 SH   SOLE   0 0 23,930
OREILLY AUTOMOTIVE INC COM 67103H107   25,294 27,830 SH   SOLE   0 0 27,830
PAYCHEX INC COM 704326107   12,369 107,252 SH   SOLE   0 0 107,252
PEPSICO INC COM 713448108   12,706 74,988 SH   SOLE   0 0 74,988
PRICE T ROWE GROUP INC COM 74144T108   11,591 110,532 SH   SOLE   0 0 110,532
RTX CORPORATION COM 75513E101   10,835 150,543 SH   SOLE   0 0 150,543
S&P GLOBAL INC COM 78409V104   532 1,456 SH   SOLE   0 0 1,456
SHERWIN WILLIAMS CO COM 824348106   4,609 18,070 SH   SOLE   0 0 18,070
SNOWFLAKE INC COM 833445109   4,352 28,488 SH   SOLE   0 0 28,488
SOUTHERN COPPER CORP COM 84265V105   12,723 168,984 SH   SOLE   0 0 168,984
SPDR INDEX SHS FDS PORTFOLIO DEVLPD ETF 78463X889   324 10,448 SH   SOLE   0 0 10,448
SPDR INDEX SHS FDS PORTFOLIO EMG MKT ETF 78463X509   243 7,240 SH   SOLE   0 0 7,240
SPDR S&P 500 ETF TR ETF 78462F103   410 959 SH   SOLE   0 0 959
SPDR SERIES TRUST BLOOMBERG BRC ETF 78468R200   756 24,607 SH   SOLE   0 0 24,607
SPDR SER TR PRTFLO S&P 500 HI ETF 78468R788   302 8,617 SH   SOLE   0 0 8,617
SPDR SERIES TRUST PRTFLO S&P 500 ETF 78464A854   1,423 28,305 SH   SOLE   0 0 28,305
SPDR SER TR PORTFOLIO S&P600 ETF 78468R853   315 8,530 SH   SOLE   0 0 8,530
STARBUCKS CORP COM 855244109   11,832 129,639 SH   SOLE   0 0 129,639
TEXAS INSTRS INC COM 882508104   11,577 72,808 SH   SOLE   0 0 72,808
UNITED PARCEL SERVICE INC COM 911312106   11,539 74,030 SH   SOLE   0 0 74,030
UNITEDHEALTH GROUP INC COM 91324P102   42,515 84,324 SH   SOLE   0 0 84,324
VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769   432 2,034 SH   SOLE   0 0 2,034
VANGUARD INTL EQUITY ALL WRLD EX US ETF 922042775   294 5,669 SH   SOLE   0 0 5,669
VANGUARD WHITEHALL HIGH DIV YLD ETF 921946406   935 9,052 SH   SOLE   0 0 9,052
VISA INC COM 92826C839   4,756 20,678 SH   SOLE   0 0 20,678
WARNER BROS DISCOVERY INC COM 934423104   9,611 885,000 SH   SOLE   0 0 885,000
WILLIAMS COS INC COM 969457100   2,948 87,500 SH   SOLE   0 0 87,500