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   11,197,822 13,973 SH   SOLE   11,198 0 0
NXP SEMICONDUCTORS N V COM N6596X109   12,798,489 58,577 SH   SOLE   12,798 0 0
APPLE INC COM 037833100   10,154,274 49,492 SH   SOLE   10,154 0 0
APPLIED MATLS INC COM 038222105   15,942,651 87,085 SH   SOLE   15,943 0 0
AUTOZONE INC COM 053332102   9,291,712 2,503 SH   SOLE   9,292 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   11,602,616 23,885 SH   SOLE   11,603 0 0
BROADCOM INC COM 11135F101   42,907,679 155,660 SH   SOLE   42,908 0 0
CITIGROUP INC COM NEW 172967424   14,830,032 174,225 SH   SOLE   14,830 0 0
EAST WEST BANCORP INC COM 27579R104   12,308,957 121,895 SH   SOLE   12,309 0 0
ENERSYS COM 29275Y102   5,668,968 66,095 SH   SOLE   5,669 0 0
EXCHANGE TRADED CONCEPTS TRU ROBO GLB ETF 301505707   5,851,864 97,890 SH   SOLE   5,852 0 0
FISERV INC COM 337738108   8,079,133 46,860 SH   SOLE   8,079 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   7,915,472 375,675 SH   SOLE   7,915 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL IND 46137V324   9,006,958 168,260 SH   SOLE   9,007 0 0
JPMORGAN CHASE & CO. COM 46625H100   17,763,366 61,272 SH   SOLE   17,763 0 0
KLA CORP COM NEW 482480100   11,916,029 13,303 SH   SOLE   11,916 0 0
MICROSOFT CORP COM 594918104   1,262,924 2,539 SH   SOLE   1,263 0 0
RTX CORPORATION COM 75513E101   11,564,200 79,196 SH   SOLE   11,564 0 0
RBC BEARINGS INC COM 75524B104   7,587,486 19,718 SH   SOLE   7,587 0 0
SPDR GOLD TR GOLD SHS 78463V107   291,113 955 SH   SOLE   291 0 0
TERADYNE INC COM 880770102   5,139,737 57,159 SH   SOLE   5,140 0 0
VALERO ENERGY CORP COM 91913Y100   6,493,965 48,311 SH   SOLE   6,494 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   1,411,691 5,062 SH   SOLE   1,412 0 0
VISTRA CORP COM 92840M102   49,375,811 254,764 SH   SOLE   49,376 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422   6,142,855 129,405 SH   SOLE   6,143 0 0