ASML HOLDING N VN Y REGISTRY SHSN070592108294352 15180 SH SOLE 8294 0 0 NXP SEMICONDUCTORS N VCOMN6596X1099820774 62145 SH SOLE 9821 0 0 ABB LTDSPONSORED ADR0003752044032599 132390 SH SOLE 4033 0 0 APPLE INCCOM0378331009013114 69369 SH SOLE 9013 0 0 APPLIED MATLS INCCOM0382221058563597 87940 SH SOLE 8564 0 0 AUTOZONE INCCOM0533321026705543 2719 SH SOLE 6706 0 0 BERKSHIRE HATHAWAY INC DELCL B NEW0846707025555567 17985 SH SOLE 5556 0 0 BROADCOM INCCOM11135F10113260886 23717 SH SOLE 13261 0 0 CITIGROUP INCCOM NEW1729674245365409 118625 SH SOLE 5365 0 0 EAST WEST BANCORP INCCOM27579R1046470392 98185 SH SOLE 6470 0 0 EMERSON ELEC COCOM291011104244953 2550 SH SOLE 245 0 0 ENERSYSCOM29275Y1022137668 28950 SH SOLE 2138 0 0 EXCHANGE TRADED CONCEPTS TRROBO GLB ETF3015057073870177 83535 SH SOLE 3870 0 0 FISERV INCCOM3377381082295805 22715 SH SOLE 2296 0 0 GLOBAL X FDSLITHIUM BTRY ETF37954Y8551687968 28800 SH SOLE 1688 0 0 GRAPHIC PACKAGING HLDG COCOM3886891017726313 347250 SH SOLE 7726 0 0 INVESCO EXCHANGE TRADED FD TS&P500 EQL IND46137V3246069737 34048 SH SOLE 6070 0 0 JPMORGAN CHASE & COCOM46625H1008256939 61573 SH SOLE 8257 0 0 JOHNSON & JOHNSONCOM478160104697768 3950 SH SOLE 698 0 0 KLA CORPCOM NEW4824801006644777 17624 SH SOLE 6645 0 0 MICROSOFT CORPCOM594918104514174 2144 SH SOLE 514 0 0 MISSION PRODUCE INCCOM60510V1084185385 360188 SH SOLE 4185 0 0 PERKINELMER INCCOM7140461093906529 27860 SH SOLE 3907 0 0 PFIZER INCCOM717081103294630 5750 SH SOLE 295 0 0 RAYTHEON TECHNOLOGIES CORPCOM75513E1017079134 70146 SH SOLE 7079 0 0 RBC BEARINGS INCCOM75524B1044150992 19828 SH SOLE 4151 0 0 SPDR SER TRS&P BIOTECH78464A8701769643 21321 SH SOLE 1770 0 0 SVB FINANCIAL GROUPCOM78486Q1014185096 18185 SH SOLE 4185 0 0 SELECT SECTOR SPDR TRFINANCIAL81369Y605225549 6595 SH SOLE 226 0 0 TERADYNE INCCOM8807701025897435 67515 SH SOLE 5897 0 0 VALERO ENERGY CORPCOM91913Y1006054394 47725 SH SOLE 6054 0 0 VANECK ETF TRUSTSEMICONDUCTR ETF92189F676535965 2641 SH SOLE 536 0 0 VANECK ETF TRUSTAGRIBUSINESS ETF92189F700248936 2900 SH SOLE 249 0 0 VISTRA CORPCOM92840M1023672560 158300 SH SOLE 3673 0 0 WISDOMTREE TRINDIA ERNGS FD97717W4222636694 80905 SH SOLE 2637 0 0