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
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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
CHUBB LIMITED COM H1467J104   1,692,667 8,717 SH   SOLE   8,717 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   3,146,429 30,793 SH   SOLE   30,793 0 0
ALPHABET INC CAP STK CL C 02079K107   247,455 54 SH Call SOLE   5,400 0 0
ALPHABET INC CAP STK CL A 02079K305   15,784,802 152,172 SH   SOLE   152,172 0 0
AMAZON COM INC COM 023135106   14,703,951 142,356 SH   SOLE   142,356 0 0
AMAZON COM INC COM 023135106   1,789,600 320 SH Call SOLE   32,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   1,616,304 32,095 SH   SOLE   32,095 0 0
APPLE INC COM 037833100   17,890,496 108,493 SH   SOLE   108,493 0 0
APPLE INC COM 037833100   573,375 66 SH Call SOLE   6,600 0 0
BRIGHTHOUSE FINL INC COM 10922N103   906,637 20,554 SH   SOLE   20,554 0 0
THE CIGNA GROUP COM 125523100   5,070,993 19,845 SH   SOLE   19,845 0 0
D R HORTON INC COM 23331A109   13,878,134 142,063 SH   SOLE   142,063 0 0
META PLATFORMS INC CL A 30303M102   10,658,039 50,288 SH   SOLE   50,288 0 0
ISHARES TR SHRT NAT MUN ETF 464288158   21,866,186 208,886 SH   SOLE   208,886 0 0
LENNAR CORP CL A 526057104   6,446,922 61,335 SH   SOLE   61,335 0 0
MASTERCARD INCORPORATED CL A 57636Q104   410,653 1,130 SH   SOLE   1,130 0 0
MATCH GROUP INC NEW COM 57667L107   1,039,947 27,089 SH   SOLE   27,089 0 0
MCKESSON CORP COM 58155Q103   10,155,614 28,523 SH   SOLE   28,523 0 0
MICROSOFT CORP COM 594918104   19,846,860 68,841 SH   SOLE   68,841 0 0
MICROSOFT CORP COM 594918104   1,260,600 88 SH Call SOLE   8,800 0 0
MICRON TECHNOLOGY INC COM 595112103   6,349,518 105,229 SH   SOLE   105,229 0 0
NETFLIX INC COM 64110L106   1,846,936 5,346 SH   SOLE   5,346 0 0
ORGANON & CO COMMON STOCK 68622V106   3,600,630 153,088 SH   SOLE   153,088 0 0
TRAVELERS COMPANIES INC COM 89417E109   1,787,292 10,427 SH   SOLE   10,427 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   1,673,282 48,998 SH   SOLE   48,998 0 0
VISA INC COM CL A 92826C839   1,037,116 4,600 SH   SOLE   4,600 0 0
WORKDAY INC CL A 98138H101   867,468 4,200 SH   SOLE   4,200 0 0