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   15,093,720 15,553 SH   SOLE   15,094 0 0
NXP SEMICONDUCTORS N V COM N6596X109   16,165,754 65,245 SH   SOLE   16,166 0 0
APPLE INC COM 037833100   9,861,300 57,507 SH   SOLE   9,861 0 0
APPLIED MATLS INC COM 038222105   18,307,037 88,770 SH   SOLE   18,307 0 0
AUTOZONE INC COM 053332102   8,566,185 2,718 SH   SOLE   8,566 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   10,255,642 24,388 SH   SOLE   10,256 0 0
BROADCOM INC COM 11135F101   24,691,063 18,629 SH   SOLE   24,691 0 0
CITIGROUP INC COM NEW 172967424   8,093,139 127,975 SH   SOLE   8,093 0 0
EAST WEST BANCORP INC COM 27579R104   9,798,565 123,860 SH   SOLE   9,799 0 0
EMERSON ELEC CO COM 291011104   289,221 2,550 SH   SOLE   289 0 0
ENERSYS COM 29275Y102   4,595,479 48,650 SH   SOLE   4,595 0 0
EXCHANGE TRADED CONCEPTS TRU ROBO GLB ETF 301505707   5,797,150 98,860 SH   SOLE   5,797 0 0
FISERV INC COM 337738108   5,991,652 37,490 SH   SOLE   5,992 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   11,026,393 377,875 SH   SOLE   11,026 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL IND 46137V324   8,501,445 178,190 SH   SOLE   8,501 0 0
JPMORGAN CHASE & CO COM 46625H100   12,505,330 62,433 SH   SOLE   12,505 0 0
JOHNSON & JOHNSON COM 478160104   515,699 3,260 SH   SOLE   516 0 0
KLA CORP COM NEW 482480100   12,136,257 17,373 SH   SOLE   12,136 0 0
MICROSOFT CORP COM 594918104   1,068,208 2,539 SH   SOLE   1,068 0 0
MISSION PRODUCE INC COM 60510V108   957,909 80,700 SH   SOLE   958 0 0
RTX CORPORATION COM 75513E101   7,824,442 80,226 SH   SOLE   7,824 0 0
RBC BEARINGS INC COM 75524B104   5,428,087 20,078 SH   SOLE   5,428 0 0
SPDR GOLD TR GOLD SHS 78463V107   206,749 1,005 SH   SOLE   207 0 0
SPDR SER TR S&P BIOTECH 78464A870   3,867,622 40,759 SH   SOLE   3,868 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   201,589 4,094 SH   SOLE   202 0 0
TERADYNE INC COM 880770102   7,878,355 69,825 SH   SOLE   7,878 0 0
VALERO ENERGY CORP COM 91913Y100   8,225,722 48,191 SH   SOLE   8,226 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   1,141,149 5,072 SH   SOLE   1,141 0 0
VISTRA CORP COM 92840M102   18,802,366 269,955 SH   SOLE   18,802 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422   5,593,322 128,405 SH   SOLE   5,593 0 0