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
ADOBE INC COM 00724F101 BBG001S5NCQ5 6,208,220 10,406 SH   SOLE   10,406 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 6,914,096 49,496 SH   SOLE   49,496 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 1,056,541 6,954 SH   SOLE   6,954 0 0
APPLE INC COM 037833100 BBG001S5N8V8 8,448,283 43,880 SH   SOLE   43,880 0 0
ARCH CAP GROUP LTD ORD G0450A105 BBG001S9HZ74 5,300,130 71,363 SH   SOLE   71,363 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 5,334,772 7,048 SH   SOLE   7,048 0 0
AUTOZONE INC COM 053332102 BBG001S6Q5D9 6,802,740 2,631 SH   SOLE   2,631 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 269,278 755 SH   SOLE   755 0 0
BLACKROCK FLOATING RATE INCO COM 09255X100 BBG001SBM043 171,720 13,564 SH   SOLE   13,564 0 0
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 4,086,184 70,683 SH   SOLE   70,683 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 7,804,056 6,991 SH   SOLE   6,991 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 1,558,127 10,446 SH   SOLE   10,446 0 0
CHUBB LIMITED COM H1467J104 BBG001S8S1L3 440,530 1,949 SH   SOLE   1,949 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 3,716,490 73,565 SH   SOLE   73,565 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG001S5STN6 3,794,763 50,242 SH   SOLE   50,242 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 4,308,154 98,248 SH   SOLE   98,248 0 0
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 325,879 2,808 SH   SOLE   2,808 0 0
COPART INC COM 217204106 BBG001S7MTB1 272,244 5,556 SH   SOLE   5,556 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 296,115 449 SH   SOLE   449 0 0
COTERRA ENERGY INC COM 127097103 BBG001S6H6Y4 308,810 12,101 SH   SOLE   12,101 0 0
CUMMINS INC COM 231021106 BBG001S5Q9M3 5,088,820 21,241 SH   SOLE   21,241 0 0
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 4,048,773 51,276 SH   SOLE   51,276 0 0
DIODES INC COM 254543101 BBG001SCJ937 4,466,042 55,465 SH   SOLE   55,465 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 338,987 3,754 SH   SOLE   3,754 0 0
EAGLE MATLS INC COM 26969P108 BBG001S7VG92 4,383,793 21,612 SH   SOLE   21,612 0 0
EAST WEST BANCORP INC COM 27579R104 BBG001SCC7R2 3,894,427 54,127 SH   SOLE   54,127 0 0
EDISON INTL COM 281020107 BBG001S7MY75 2,371,333 33,170 SH   SOLE   33,170 0 0
ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 3,448,366 25,206 SH   SOLE   25,206 0 0
EOG RES INC COM 26875P101 BBG001S5ZB93 1,926,523 15,928 SH   SOLE   15,928 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 270,678 1,070 SH   SOLE   1,070 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 BBG001S8SWQ0 2,748,468 45,754 SH   SOLE   45,754 0 0
FORWARD AIR CORP COM 349853101 BBG001SC0FW1 2,702,234 42,981 SH   SOLE   42,981 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 BBG003MSMCT5 1,571,073 31,835 SH   SOLE   31,835 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 390,748 4,823 SH   SOLE   4,823 0 0
HASBRO INC COM 418056107 BBG001S5RSQ6 2,351,862 46,061 SH   SOLE   46,061 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 4,441,420 12,816 SH   SOLE   12,816 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 499,011 3,051 SH   SOLE   3,051 0 0
ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 1,302,458 13,123 SH   SOLE   13,123 0 0
ISHARES TR FLTG RATE NT ETF 46429B655 BBG001V1QYX1 241,457 4,770 SH   SOLE   4,770 0 0
ISHARES TR TIPS BD ETF 464287176 BBG001SD9RM5 216,377 2,013 SH   SOLE   2,013 0 0
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 BBG00TSG0SK6 248,757 4,524 SH   SOLE   4,524 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 652,448 4,163 SH   SOLE   4,163 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 624,206 3,670 SH   SOLE   3,670 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 4,796,956 10,584 SH   SOLE   10,584 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 4,579,625 8,957 SH   SOLE   8,957 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 4,592,554 15,489 SH   SOLE   15,489 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 3,502,798 42,520 SH   SOLE   42,520 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 4,480,729 41,100 SH   SOLE   41,100 0 0
METLIFE INC COM 59156R108 BBG001S5T3R8 4,962,499 75,042 SH   SOLE   75,042 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 7,377,501 19,619 SH   SOLE   19,619 0 0
NXP SEMICONDUCTORS N V COM N6596X109 BBG001SF62F6 2,606,179 11,347 SH   SOLE   11,347 0 0
OTTER TAIL CORP COM 689648103 BBG001S5TYX3 2,039,620 24,004 SH   SOLE   24,004 0 0
PEPSICO INC COM 713448108 BBG001S695T1 4,659,670 27,436 SH   SOLE   27,436 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 4,063,545 27,730 SH   SOLE   27,730 0 0
PROLOGIS INC. COM 74340W103 BBG001S5NMN6 4,407,211 33,062 SH   SOLE   33,062 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 4,407,309 30,473 SH   SOLE   30,473 0 0
RAYMOND JAMES FINL INC COM 754730109 BBG001S5VQ03 235,845 2,115 SH   SOLE   2,115 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 4,306,101 9,775 SH   SOLE   9,775 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 230,882 6,247 SH   SOLE   6,247 0 0
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 337,452 7,238 SH   SOLE   7,238 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 441,333 5,320 SH   SOLE   5,320 0 0
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 305,649 4,360 SH   SOLE   4,360 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 336,047 4,462 SH   SOLE   4,462 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 254,959 5,397 SH   SOLE   5,397 0 0
SEMPRA COM 816851109 BBG001SBVZ73 226,770 3,035 SH   SOLE   3,035 0 0
SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 211,787 3,255 SH   SOLE   3,255 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 488,403 5,087 SH   SOLE   5,087 0 0
SYNOPSYS INC COM 871607107 BBG001S5VTR8 6,021,872 11,695 SH   SOLE   11,695 0 0
TARGA RES CORP COM 87612G101 BBG001TC94B9 2,222,206 25,581 SH   SOLE   25,581 0 0
TECK RESOURCES LTD CL B 878742204 BBG001S60LH8 5,565,395 131,663 SH   SOLE   131,663 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 787,122 3,168 SH   SOLE   3,168 0 0
THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 3,030,502 10,120 SH   SOLE   10,120 0 0
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 853,780 5,325 SH   SOLE   5,325 0 0
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 262,635 536 SH   SOLE   536 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 6,146,948 11,676 SH   SOLE   11,676 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 777,276 10,568 SH   SOLE   10,568 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 210,385 2,381 SH   SOLE   2,381 0 0
VANGUARD WORLD FDS COMM SRVC ETF 92204A884 BBG001SHTV72 604,632 5,136 SH   SOLE   5,136 0 0
VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 BBG001SHVTQ3 864,008 2,837 SH   SOLE   2,837 0 0
VANGUARD WORLD FDS CONSUM STP ETF 92204A207 BBG001SHVR41 402,544 2,108 SH   SOLE   2,108 0 0
VANGUARD WORLD FDS ENERGY ETF 92204A306 BBG001SHTV45 312,317 2,663 SH   SOLE   2,663 0 0
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 BBG001SHTTM0 1,015,783 11,010 SH   SOLE   11,010 0 0
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 BBG001SHVR32 969,972 3,869 SH   SOLE   3,869 0 0
VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 BBG001SHVTX5 736,897 3,343 SH   SOLE   3,343 0 0
VANGUARD WORLD FDS INF TECH ETF 92204A702 BBG001SHTTR5 2,219,691 4,586 SH   SOLE   4,586 0 0
VANGUARD WORLD FDS MATERIALS ETF 92204A801 BBG001SHTTP7 222,230 1,170 SH   SOLE   1,170 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 5,588,484 21,465 SH   SOLE   21,465 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 BBG001S5XB04 234,642 9,789 SH   SOLE   9,789 0 0
WALMART INC COM 931142103 BBG001S5XH92 4,783,767 30,344 SH   SOLE   30,344 0 0
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 5,740,176 32,050 SH   SOLE   32,050 0 0