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
ASML HOLDING N V N Y REGISTRY SHS N07059210   8,294,352 15,180 SH   SOLE   8,294 0 0
NXP SEMICONDUCTORS N V COM N6596X109   9,820,774 62,145 SH   SOLE   9,821 0 0
ABB LTD SPONSORED ADR 000375204   4,032,599 132,390 SH   SOLE   4,033 0 0
APPLE INC COM 037833100   9,013,114 69,369 SH   SOLE   9,013 0 0
APPLIED MATLS INC COM 038222105   8,563,597 87,940 SH   SOLE   8,564 0 0
AUTOZONE INC COM 053332102   6,705,543 2,719 SH   SOLE   6,706 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   5,555,567 17,985 SH   SOLE   5,556 0 0
BROADCOM INC COM 11135F101   13,260,886 23,717 SH   SOLE   13,261 0 0
CITIGROUP INC COM NEW 172967424   5,365,409 118,625 SH   SOLE   5,365 0 0
EAST WEST BANCORP INC COM 27579R104   6,470,392 98,185 SH   SOLE   6,470 0 0
EMERSON ELEC CO COM 291011104   244,953 2,550 SH   SOLE   245 0 0
ENERSYS COM 29275Y102   2,137,668 28,950 SH   SOLE   2,138 0 0
EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707   3,870,177 83,535 SH   SOLE   3,870 0 0
FISERV INC COM 337738108   2,295,805 22,715 SH   SOLE   2,296 0 0
GLOBAL X FDS LITHIUM BTRY ETF 37954Y855   1,687,968 28,800 SH   SOLE   1,688 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   7,726,313 347,250 SH   SOLE   7,726 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL IND 46137V324   6,069,737 34,048 SH   SOLE   6,070 0 0
JPMORGAN CHASE & CO COM 46625H100   8,256,939 61,573 SH   SOLE   8,257 0 0
JOHNSON & JOHNSON COM 478160104   697,768 3,950 SH   SOLE   698 0 0
KLA CORP COM NEW 482480100   6,644,777 17,624 SH   SOLE   6,645 0 0
MICROSOFT CORP COM 594918104   514,174 2,144 SH   SOLE   514 0 0
MISSION PRODUCE INC COM 60510V108   4,185,385 360,188 SH   SOLE   4,185 0 0
PERKINELMER INC COM 714046109   3,906,529 27,860 SH   SOLE   3,907 0 0
PFIZER INC COM 717081103   294,630 5,750 SH   SOLE   295 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   7,079,134 70,146 SH   SOLE   7,079 0 0
RBC BEARINGS INC COM 75524B104   4,150,992 19,828 SH   SOLE   4,151 0 0
SPDR SER TR S&P BIOTECH 78464A870   1,769,643 21,321 SH   SOLE   1,770 0 0
SVB FINANCIAL GROUP COM 78486Q101   4,185,096 18,185 SH   SOLE   4,185 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   225,549 6,595 SH   SOLE   226 0 0
TERADYNE INC COM 880770102   5,897,435 67,515 SH   SOLE   5,897 0 0
VALERO ENERGY CORP COM 91913Y100   6,054,394 47,725 SH   SOLE   6,054 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   535,965 2,641 SH   SOLE   536 0 0
VANECK ETF TRUST AGRIBUSINESS ETF 92189F700   248,936 2,900 SH   SOLE   249 0 0
VISTRA CORP COM 92840M102   3,672,560 158,300 SH   SOLE   3,673 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422   2,636,694 80,905 SH   SOLE   2,637 0 0