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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   11,772,377 15,553 SH   SOLE   15,553 0 0
NXP SEMICONDUCTORS N V COM N6596X109   14,965,949 65,160 SH   SOLE   65,160 0 0
ALPHABET INC CAP STK CL C 02079K107   357,962 2,540 SH   SOLE   2,540 0 0
APPLE INC COM 037833100   12,594,157 65,414 SH   SOLE   65,414 0 0
APPLIED MATLS INC COM 038222105   14,366,695 88,645 SH   SOLE   88,645 0 0
AUTOZONE INC COM 053332102   7,027,688 2,718 SH   SOLE   2,718 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   8,667,908 24,303 SH   SOLE   24,303 0 0
BROADCOM INC COM 11135F101   23,033,819 20,635 SH   SOLE   20,635 0 0
CITIGROUP INC COM NEW 172967424   6,567,602 127,675 SH   SOLE   127,675 0 0
EAST WEST BANCORP INC COM 27579R104   8,893,740 123,610 SH   SOLE   123,610 0 0
EMERSON ELEC CO COM 291011104   248,192 2,550 SH   SOLE   2,550 0 0
ENERSYS COM 29275Y102   4,952,088 49,050 SH   SOLE   49,050 0 0
EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707   5,627,433 98,210 SH   SOLE   98,210 0 0
FISERV INC COM 337738108   4,940,320 37,190 SH   SOLE   37,190 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   8,988,006 364,625 SH   SOLE   364,625 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL IND 46137V324   7,665,605 177,815 SH   SOLE   177,815 0 0
JPMORGAN CHASE & CO COM 46625H100   10,547,561 62,008 SH   SOLE   62,008 0 0
JOHNSON & JOHNSON COM 478160104   513,324 3,275 SH   SOLE   3,275 0 0
KLA CORP COM NEW 482480100   10,105,319 17,384 SH   SOLE   17,384 0 0
MARTIN MARIETTA MATLS INC COM 573284106   227,004 455 SH   SOLE   455 0 0
MICROSOFT CORP COM 594918104   956,646 2,544 SH   SOLE   2,544 0 0
MISSION PRODUCE INC COM 60510V108   939,379 93,100 SH   SOLE   93,100 0 0
RTX CORPORATION COM 75513E101   6,682,904 79,426 SH   SOLE   79,426 0 0
RBC BEARINGS INC COM 75524B104   5,720,021 20,078 SH   SOLE   20,078 0 0
SPDR SER TR S&P BIOTECH 78464A870   2,006,882 22,476 SH   SOLE   22,476 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   203,132 4,300 SH   SOLE   4,300 0 0
TERADYNE INC COM 880770102   7,642,521 70,425 SH   SOLE   70,425 0 0
VALERO ENERGY CORP COM 91913Y100   6,238,830 47,991 SH   SOLE   47,991 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   886,941 5,072 SH   SOLE   5,072 0 0
VISTRA CORP COM 92840M102   9,707,040 252,000 SH   SOLE   252,000 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422   5,252,305 128,105 SH   SOLE   128,105 0 0