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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hours per response: 23.8
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   9,272,182 13,993 SH   SOLE   9,272 0 0
NXP SEMICONDUCTORS N V COM N6596X109   11,148,349 58,657 SH   SOLE   11,148 0 0
APPLE INC COM 037833100   12,277,569 55,272 SH   SOLE   12,278 0 0
APPLIED MATLS INC COM 038222105   12,637,775 87,085 SH   SOLE   12,638 0 0
AUTOZONE INC COM 053332102   9,554,827 2,506 SH   SOLE   9,555 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   12,796,300 24,027 SH   SOLE   12,796 0 0
BROADCOM INC COM 11135F101   26,073,874 155,730 SH   SOLE   26,074 0 0
CITIGROUP INC COM NEW 172967424   12,336,287 173,775 SH   SOLE   12,336 0 0
EAST WEST BANCORP INC COM 27579R104   10,909,879 121,545 SH   SOLE   10,910 0 0
ENERSYS COM 29275Y102   6,071,296 66,295 SH   SOLE   6,071 0 0
EXCHANGE TRADED CONCEPTS TRU ROBO GLB ETF 301505707   5,045,198 97,965 SH   SOLE   5,045 0 0
FISERV INC COM 337738108   10,292,886 46,610 SH   SOLE   10,293 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   9,705,795 373,875 SH   SOLE   9,706 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL IND 46137V324   8,203,604 167,660 SH   SOLE   8,204 0 0
JPMORGAN CHASE & CO. COM 46625H100   15,054,552 61,372 SH   SOLE   15,055 0 0
KLA CORP COM NEW 482480100   9,022,985 13,273 SH   SOLE   9,023 0 0
MICROSOFT CORP COM 594918104   953,115 2,539 SH   SOLE   953 0 0
RTX CORPORATION COM 75513E101   10,490,302 79,196 SH   SOLE   10,490 0 0
RBC BEARINGS INC COM 75524B104   6,347,879 19,728 SH   SOLE   6,348 0 0
SPDR GOLD TR GOLD SHS 78463V107   289,581 1,005 SH   SOLE   290 0 0
TERADYNE INC COM 880770102   4,721,333 57,159 SH   SOLE   4,721 0 0
VALERO ENERGY CORP COM 91913Y100   6,380,434 48,311 SH   SOLE   6,380 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   1,070,461 5,062 SH   SOLE   1,070 0 0
VISTRA CORP COM 92840M102   29,982,315 255,299 SH   SOLE   29,982 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422   5,638,809 129,005 SH   SOLE   5,639 0 0