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   15,211,269 14,218 SH   SOLE   15,211 0 0
NXP SEMICONDUCTORS N V COM N6596X109   13,438,619 61,912 SH   SOLE   13,439 0 0
APPLE INC COM 037833100   13,507,908 49,687 SH   SOLE   13,508 0 0
APPLIED MATLS INC COM 038222105   23,488,372 91,398 SH   SOLE   23,488 0 0
AUTOZONE INC COM 053332102   8,495,708 2,505 SH   SOLE   8,496 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   12,566,250 25,000 SH   SOLE   12,566 0 0
BROADCOM INC COM 11135F101   49,468,073 142,930 SH   SOLE   49,468 0 0
CITIGROUP INC COM NEW 172967424   20,881,559 178,949 SH   SOLE   20,882 0 0
EAST WEST BANCORP INC COM 27579R104   14,170,131 126,080 SH   SOLE   14,170 0 0
ENERSYS COM 29275Y102   10,697,341 72,895 SH   SOLE   10,697 0 0
EXCHANGE TRADED CONCEPTS TRU ROBO GLB ETF 301505707   6,857,531 98,940 SH   SOLE   6,858 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL IND 46137V324   9,719,690 171,635 SH   SOLE   9,720 0 0
JPMORGAN CHASE & CO. COM 46625H100   20,050,784 62,227 SH   SOLE   20,051 0 0
KLA CORP COM NEW 482480100   16,484,990 13,567 SH   SOLE   16,485 0 0
MICROSOFT CORP COM 594918104   1,227,911 2,539 SH   SOLE   1,228 0 0
RTX CORPORATION COM 75513E101   14,913,354 81,316 SH   SOLE   14,913 0 0
RBC BEARINGS INC COM 75524B104   8,871,291 19,783 SH   SOLE   8,871 0 0
SPDR GOLD TR GOLD SHS 78463V107   443,867 1,120 SH   SOLE   444 0 0
TERADYNE INC COM 880770102   11,571,791 59,784 SH   SOLE   11,572 0 0
VALERO ENERGY CORP COM 91913Y100   8,560,475 52,586 SH   SOLE   8,560 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   1,822,978 5,062 SH   SOLE   1,823 0 0
VISTRA CORP COM 92840M102   41,196,261 255,354 SH   SOLE   41,196 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422   6,376,679 137,755 SH   SOLE   6,377 0 0