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   10,561,216 15,515 SH   SOLE   10,561 0 0
NXP SEMICONDUCTORS N V COM N6596X109   11,889,646 63,760 SH   SOLE   11,890 0 0
ABB LTD SPONSORED ADR 000375204   4,582,137 133,590 SH   SOLE   4,582 0 0
APPLE INC COM 037833100   11,756,381 71,294 SH   SOLE   11,756 0 0
APPLIED MATLS INC COM 038222105   11,083,565 90,235 SH   SOLE   11,084 0 0
AUTOZONE INC COM 053332102   6,754,996 2,748 SH   SOLE   6,755 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   5,669,017 18,360 SH   SOLE   5,669 0 0
BROADCOM INC COM 11135F101   15,382,205 23,977 SH   SOLE   15,382 0 0
CITIGROUP INC COM NEW 172967424   5,653,762 120,575 SH   SOLE   5,654 0 0
EAST WEST BANCORP INC COM 27579R104   5,449,268 98,185 SH   SOLE   5,449 0 0
EMERSON ELEC CO COM 291011104   222,207 2,550 SH   SOLE   222 0 0
ENERSYS COM 29275Y102   2,656,356 30,575 SH   SOLE   2,656 0 0
EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707   4,623,019 84,485 SH   SOLE   4,623 0 0
FISERV INC COM 337738108   2,601,385 23,015 SH   SOLE   2,601 0 0
GLOBAL X FDS LITHIUM BTRY ETF 37954Y855   1,811,175 28,500 SH   SOLE   1,811 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   8,961,010 351,550 SH   SOLE   8,961 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL IND 46137V324   6,665,536 35,523 SH   SOLE   6,666 0 0
JPMORGAN CHASE & CO COM 46625H100   8,047,033 61,753 SH   SOLE   8,047 0 0
JOHNSON & JOHNSON COM 478160104   612,250 3,950 SH   SOLE   612 0 0
KLA CORP COM NEW 482480100   7,154,723 17,924 SH   SOLE   7,155 0 0
MICROSOFT CORP COM 594918104   618,115 2,144 SH   SOLE   618 0 0
MISSION PRODUCE INC COM 60510V108   2,886,245 259,788 SH   SOLE   2,886 0 0
PERKINELMER INC COM 714046109   3,619,342 27,160 SH   SOLE   3,619 0 0
PFIZER INC COM 717081103   234,600 5,750 SH   SOLE   235 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   6,912,683 70,588 SH   SOLE   6,913 0 0
RBC BEARINGS INC COM 75524B104   4,696,026 20,178 SH   SOLE   4,696 0 0
SPDR SER TR S&P BIOTECH 78464A870   1,742,999 22,871 SH   SOLE   1,743 0 0
TERADYNE INC COM 880770102   7,473,558 69,515 SH   SOLE   7,474 0 0
VALERO ENERGY CORP COM 91913Y100   6,732,210 48,225 SH   SOLE   6,732 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   695,085 2,641 SH   SOLE   695 0 0
VANECK ETF TRUST AGRIBUSINESS ETF 92189F700   251,894 2,900 SH   SOLE   252 0 0
VISTRA CORP COM 92840M102   4,020,000 167,500 SH   SOLE   4,020 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422   2,813,526 89,205 SH   SOLE   2,814 0 0