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   12,291,271 14,751 SH   SOLE   12,291 0 0
NXP SEMICONDUCTORS N V COM N6596X109   15,367,120 64,027 SH   SOLE   15,367 0 0
AMENTUM HOLDINGS INC COM 023939101   1,897,364 58,833 SH   SOLE   1,897 0 0
APPLE INC COM 037833100   13,245,351 56,847 SH   SOLE   13,245 0 0
APPLIED MATLS INC COM 038222105   17,583,401 87,025 SH   SOLE   17,583 0 0
AUTOZONE INC COM 053332102   8,530,308 2,708 SH   SOLE   8,530 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   11,166,828 24,262 SH   SOLE   11,167 0 0
BROADCOM INC COM 11135F101   29,856,300 173,080 SH   SOLE   29,856 0 0
CITIGROUP INC COM NEW 172967424   8,806,255 140,675 SH   SOLE   8,806 0 0
EAST WEST BANCORP INC COM 27579R104   10,240,730 123,770 SH   SOLE   10,241 0 0
ENERSYS COM 29275Y102   4,943,812 48,445 SH   SOLE   4,944 0 0
EXCHANGE TRADED CONCEPTS TRU ROBO GLB ETF 301505707   5,590,863 97,965 SH   SOLE   5,591 0 0
FISERV INC COM 337738108   6,690,166 37,240 SH   SOLE   6,690 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   11,045,207 373,275 SH   SOLE   11,045 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL IND 46137V324   9,001,950 175,785 SH   SOLE   9,002 0 0
JPMORGAN CHASE & CO. COM 46625H100   13,000,995 61,657 SH   SOLE   13,001 0 0
KLA CORP COM NEW 482480100   13,176,586 17,015 SH   SOLE   13,177 0 0
MICROSOFT CORP COM 594918104   1,092,532 2,539 SH   SOLE   1,093 0 0
RTX CORPORATION COM 75513E101   9,619,619 79,396 SH   SOLE   9,620 0 0
RBC BEARINGS INC COM 75524B104   5,906,169 19,728 SH   SOLE   5,906 0 0
SPDR GOLD TR GOLD SHS 78463V107   244,275 1,005 SH   SOLE   244 0 0
SPDR SER TR S&P BIOTECH 78464A870   3,543,857 35,869 SH   SOLE   3,544 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   210,841 4,094 SH   SOLE   211 0 0
TERADYNE INC COM 880770102   7,826,066 58,434 SH   SOLE   7,826 0 0
VALERO ENERGY CORP COM 91913Y100   6,496,428 48,111 SH   SOLE   6,496 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   1,257,195 5,122 SH   SOLE   1,257 0 0
VISTRA CORP COM 92840M102   31,542,190 266,089 SH   SOLE   31,542 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422   6,443,994 127,705 SH   SOLE   6,444 0 0