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   1,852,522 8,197 SH   SOLE   8,197 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   2,533,724 32,689 SH   SOLE   32,689 0 0
ALPHABET INC CAP STK CL C 02079K107   1,758,175 22,500 SH Call SOLE   22,500 0 0
ALPHABET INC CAP STK CL A 02079K305   21,433,754 153,438 SH   SOLE   153,438 0 0
AMAZON COM INC COM 023135106   22,467,064 147,868 SH   SOLE   147,868 0 0
AMAZON COM INC COM 023135106   4,880,458 49,700 SH Call SOLE   49,700 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   8,193,617 120,939 SH   SOLE   120,939 0 0
APPLE INC COM 037833100   18,357,736 95,350 SH   SOLE   95,350 0 0
APPLE INC COM 037833100   1,239,578 11,300 SH Call SOLE   11,300 0 0
BRIGHTHOUSE FINL INC COM 10922N103   1,167,468 22,061 SH   SOLE   22,061 0 0
THE CIGNA GROUP COM 125523100   5,117,002 17,088 SH   SOLE   17,088 0 0
D R HORTON INC COM 23331A109   20,112,729 132,338 SH   SOLE   132,338 0 0
META PLATFORMS INC CL A 30303M102   22,963,155 64,875 SH   SOLE   64,875 0 0
META PLATFORMS INC CL A 30303M102   1,521,603 7,900 SH Call SOLE   7,900 0 0
ISHARES TR SHRT NAT MUN ETF 464288158   14,695,150 139,383 SH   SOLE   139,383 0 0
LENNAR CORP CL A 526057104   12,395,657 83,170 SH   SOLE   83,170 0 0
MASTERCARD INCORPORATED CL A 57636Q104   481,956 1,130 SH   SOLE   1,130 0 0
MCKESSON CORP COM 58155Q103   18,933,567 40,895 SH   SOLE   40,895 0 0
MCKESSON CORP COM 58155Q103   789,950 3,700 SH Call SOLE   3,700 0 0
MICROSOFT CORP COM 594918104   24,984,474 66,441 SH   SOLE   66,441 0 0
MICROSOFT CORP COM 594918104   3,045,605 13,800 SH Call SOLE   13,800 0 0
MICRON TECHNOLOGY INC COM 595112103   10,534,028 123,436 SH   SOLE   123,436 0 0
NETFLIX INC COM 64110L106   2,751,846 5,652 SH   SOLE   5,652 0 0
TRAVELERS COMPANIES INC COM 89417E109   1,885,280 9,897 SH   SOLE   9,897 0 0
VISA INC COM CL A 92826C839   1,197,610 4,600 SH   SOLE   4,600 0 0
WORKDAY INC CL A 98138H101   1,159,452 4,200 SH   SOLE   4,200 0 0
CHUBB LIMITED COM H1467J104   1,089,832 4,856 SH   OTR 1 4,856 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,080,124 13,984 SH   OTR 1 13,984 0 0
ALPHABET INC CAP STK CL A 02079K305   7,700,029 54,910 SH   OTR 1 54,910 0 0
AMAZON COM INC COM 023135106   8,341,725 54,386 SH   OTR 1 54,386 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   1,813,215 26,716 SH   OTR 1 26,716 0 0
APPLE INC COM 037833100   5,331,968 27,544 SH   OTR 1 27,544 0 0
THE CIGNA GROUP COM 125523100   1,843,406 6,157 SH   OTR 1 6,157 0 0
D R HORTON INC COM 23331A109   7,221,026 47,513 SH   OTR 1 47,513 0 0
META PLATFORMS INC CL A 30303M102   8,285,433 23,123 SH   OTR 1 23,123 0 0
LENNAR CORP CL A 526057104   3,460,230 23,195 SH   OTR 1 23,195 0 0
MCKESSON CORP COM 58155Q103   6,248,078 13,657 SH   OTR 1 13,657 0 0
MICROSOFT CORP COM 594918104   7,913,529 21,087 SH   OTR 1 21,087 0 0
MICRON TECHNOLOGY INC COM 595112103   3,352,882 38,987 SH   OTR 1 38,987 0 0
NETFLIX INC COM 64110L106   1,205,674 2,458 SH   OTR 1 2,458 0 0
TRAVELERS COMPANIES INC COM 89417E109   538,644 2,845 SH   OTR 1 2,845 0 0