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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   5,893,983 40,039 SH   SOLE   0 0 40,039
ALPHABET INC CAP STK CL A 02079K305   53,408,279 170,559 SH   SOLE   0 0 170,559
AMAZON COM INC COM 023135106   45,136,615 195,284 SH   SOLE   0 0 195,284
APPLE INC COM 037833100   32,300,731 118,664 SH   SOLE   0 0 118,664
D R HORTON INC COM 23331A109   21,387,918 148,031 SH   SOLE   0 0 148,031
META PLATFORMS INC CL A 30303M102   45,540,829 69,029 SH   SOLE   0 0 69,029
GENERAL MTRS CO COM 37045V100   42,346,127 518,203 SH   SOLE   0 0 518,203
ISHARES TR NATIONAL MUN ETF 464288414   11,985,609 111,900 SH   SOLE   0 0 111,900
LENNAR CORP CL A 526057104   9,022,339 87,549 SH   SOLE   0 0 87,549
MASTERCARD INCORPORATED CL A 57636Q104   645,094 1,130 SH   SOLE   0 0 1,130
MCKESSON CORP COM 58155Q103   37,325,058 45,376 SH   SOLE   0 0 45,376
MICROSOFT CORP COM 594918104   33,631,180 69,424 SH   SOLE   0 0 69,424
MICRON TECHNOLOGY INC COM 595112103   36,968,609 128,594 SH   SOLE   0 0 128,594
NETFLIX INC COM 64110L106   7,050,605 75,108 SH   SOLE   0 0 75,108
NVIDIA CORPORATION COM 67066G104   41,238,502 220,655 SH   SOLE   0 0 220,655
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   27,200,334 89,630 SH   SOLE   0 0 89,630
VISA INC COM CL A 92826C839   2,448,307 6,981 SH   SOLE   0 0 6,981