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   9,663,614 13,943 SH   SOLE   9,664 0 0
NXP SEMICONDUCTORS N V COM N6596X109   12,200,171 58,697 SH   SOLE   12,200 0 0
APPLE INC COM 037833100   13,876,273 55,412 SH   SOLE   13,876 0 0
APPLIED MATLS INC COM 038222105   14,047,166 86,375 SH   SOLE   14,047 0 0
AUTOZONE INC COM 053332102   8,030,616 2,508 SH   SOLE   8,031 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   10,995,213 24,257 SH   SOLE   10,995 0 0
BROADCOM INC COM 11135F101   38,850,588 167,575 SH   SOLE   38,851 0 0
CITIGROUP INC COM NEW 172967424   10,806,625 153,525 SH   SOLE   10,807 0 0
EAST WEST BANCORP INC COM 27579R104   11,591,269 121,045 SH   SOLE   11,591 0 0
ENERSYS COM 29275Y102   4,163,509 45,045 SH   SOLE   4,164 0 0
EXCHANGE TRADED CONCEPTS TRU ROBO GLB ETF 301505707   5,497,446 97,715 SH   SOLE   5,497 0 0
FISERV INC COM 337738108   9,574,626 46,610 SH   SOLE   9,575 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   10,138,149 373,275 SH   SOLE   10,138 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL IND 46137V324   8,422,807 167,785 SH   SOLE   8,423 0 0
JPMORGAN CHASE & CO. COM 46625H100   14,729,460 61,447 SH   SOLE   14,729 0 0
KLA CORP COM NEW 482480100   8,194,711 13,005 SH   SOLE   8,195 0 0
MICROSOFT CORP COM 594918104   1,070,189 2,539 SH   SOLE   1,070 0 0
RTX CORPORATION COM 75513E101   9,066,199 78,346 SH   SOLE   9,066 0 0
RBC BEARINGS INC COM 75524B104   5,901,434 19,728 SH   SOLE   5,901 0 0
SPDR GOLD TR GOLD SHS 78463V107   243,341 1,005 SH   SOLE   243 0 0
SPDR SER TR S&P BIOTECH 78464A870   2,304,996 25,594 SH   SOLE   2,305 0 0
TERADYNE INC COM 880770102   7,219,497 57,334 SH   SOLE   7,219 0 0
VALERO ENERGY CORP COM 91913Y100   5,885,668 48,011 SH   SOLE   5,886 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   1,237,973 5,112 SH   SOLE   1,238 0 0
VISTRA CORP COM 92840M102   35,217,375 255,439 SH   SOLE   35,217 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422   5,781,205 127,705 SH   SOLE   5,781 0 0