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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   9,170,145 15,578 SH   SOLE   9,170 0 0
NXP SEMICONDUCTORS N V COM N6596X109   12,795,880 64,005 SH   SOLE   12,796 0 0
ALPHABET INC CAP STK CL C 02079K107   400,824 3,040 SH   SOLE   401 0 0
APPLE INC COM 037833100   11,456,346 66,914 SH   SOLE   11,456 0 0
APPLIED MATLS INC COM 038222105   12,452,885 89,945 SH   SOLE   12,453 0 0
AUTOZONE INC COM 053332102   6,852,893 2,698 SH   SOLE   6,853 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   7,686,633 21,943 SH   SOLE   7,687 0 0
BROADCOM INC COM 11135F101   19,666,473 23,678 SH   SOLE   19,666 0 0
CITIGROUP INC COM NEW 172967424   4,352,582 105,825 SH   SOLE   4,353 0 0
EAST WEST BANCORP INC COM 27579R104   6,052,953 114,835 SH   SOLE   6,053 0 0
EMERSON ELEC CO COM 291011104   246,254 2,550 SH   SOLE   246 0 0
ENERSYS COM 29275Y102   3,838,869 40,550 SH   SOLE   3,839 0 0
EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707   4,835,064 96,010 SH   SOLE   4,835 0 0
FISERV INC COM 337738108   2,568,710 22,740 SH   SOLE   2,569 0 0
GLOBAL X FDS LITHIUM BTRY ETF 37954Y855   1,577,862 28,600 SH   SOLE   1,578 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   7,865,397 353,025 SH   SOLE   7,865 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL IND 46137V324   6,808,536 177,815 SH   SOLE   6,809 0 0
JPMORGAN CHASE & CO COM 46625H100   8,984,424 61,953 SH   SOLE   8,984 0 0
JOHNSON & JOHNSON COM 478160104   615,213 3,950 SH   SOLE   615 0 0
KLA CORP COM NEW 482480100   8,145,343 17,759 SH   SOLE   8,145 0 0
MARTIN MARIETTA MATLS INC COM 573284106   201,135 490 SH   SOLE   201 0 0
MICROSOFT CORP COM 594918104   803,268 2,544 SH   SOLE   803 0 0
MISSION PRODUCE INC COM 60510V108   1,590,792 164,338 SH   SOLE   1,591 0 0
RTX CORPORATION COM 75513E101   4,996,589 69,426 SH   SOLE   4,997 0 0
RBC BEARINGS INC COM 75524B104   4,706,715 20,103 SH   SOLE   4,707 0 0
SPDR SER TR S&P BIOTECH 78464A870   1,685,010 23,076 SH   SOLE   1,685 0 0
TERADYNE INC COM 880770102   6,944,298 69,125 SH   SOLE   6,944 0 0
VALERO ENERGY CORP COM 91913Y100   6,800,805 47,991 SH   SOLE   6,801 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   735,339 5,072 SH   SOLE   735 0 0
VANECK ETF TRUST AGRIBUSINESS ETF 92189F700   228,230 2,900 SH   SOLE   228 0 0
VISTRA CORP COM 92840M102   8,135,736 245,200 SH   SOLE   8,136 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422   3,369,238 91,655 SH   SOLE   3,369 0 0