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   13,744,942 14,198 SH   SOLE   13,745 0 0
NXP SEMICONDUCTORS N V COM N6596X109   13,812,280 60,652 SH   SOLE   13,812 0 0
APPLE INC COM 037833100   12,614,879 49,542 SH   SOLE   12,615 0 0
APPLIED MATLS INC COM 038222105   18,801,888 91,833 SH   SOLE   18,802 0 0
AUTOZONE INC COM 053332102   10,931,532 2,548 SH   SOLE   10,932 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   12,304,562 24,475 SH   SOLE   12,305 0 0
BROADCOM INC COM 11135F101   48,645,230 147,450 SH   SOLE   48,645 0 0
CITIGROUP INC COM NEW 172967424   17,899,424 176,349 SH   SOLE   17,899 0 0
EAST WEST BANCORP INC COM 27579R104   13,412,700 126,000 SH   SOLE   13,413 0 0
ENERSYS COM 29275Y102   7,488,683 66,295 SH   SOLE   7,489 0 0
EXCHANGE TRADED CONCEPTS TRU ROBO GLB ETF 301505707   6,434,058 98,140 SH   SOLE   6,434 0 0
FISERV INC COM 337738108   5,983,641 46,410 SH   SOLE   5,984 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   6,028,539 308,050 SH   SOLE   6,029 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL IND 46137V324   9,477,254 168,935 SH   SOLE   9,477 0 0
JPMORGAN CHASE & CO. COM 46625H100   19,360,147 61,377 SH   SOLE   19,360 0 0
KLA CORP COM NEW 482480100   14,595,615 13,532 SH   SOLE   14,596 0 0
MICROSOFT CORP COM 594918104   1,315,075 2,539 SH   SOLE   1,315 0 0
RTX CORPORATION COM 75513E101   13,577,324 81,141 SH   SOLE   13,577 0 0
RBC BEARINGS INC COM 75524B104   7,697,690 19,723 SH   SOLE   7,698 0 0
SPDR GOLD TR GOLD SHS 78463V107   398,126 1,120 SH   SOLE   398 0 0
TERADYNE INC COM 880770102   8,201,142 59,584 SH   SOLE   8,201 0 0
VALERO ENERGY CORP COM 91913Y100   8,706,415 51,136 SH   SOLE   8,706 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   1,652,034 5,062 SH   SOLE   1,652 0 0
VISTRA CORP COM 92840M102   50,137,299 255,907 SH   SOLE   50,137 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422   5,761,691 130,355 SH   SOLE   5,762 0 0