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
ABBVIE INC COM 00287Y109   8,510,677 45,850 SH   SOLE   0 0 8,510,677
ADVANCED MICRO DEVICES INC COM 007903107   5,165,160 36,400 SH   SOLE   0 0 5,165,160
ALPHABET INC CAP STK CL A 02079K305   12,512,330 71,000 SH   SOLE   0 0 12,512,330
AMAZON.COM INC COM 023135106   9,247,289 42,150 SH   SOLE   0 0 9,247,289
APPLE INC COM 037833100   8,027,276 39,125 SH   SOLE   0 0 8,027,276
AVALONBAY CMNTYS INC COM 053484101   2,136,750 10,500 SH   SOLE   0 0 2,136,750
BROADCOM INC COM 11135F101   4,658,485 16,900 SH   SOLE   0 0 4,658,485
CHEVRON CORP NEW COM 166764100   3,880,449 27,100 SH   SOLE   0 0 3,880,449
CHIPOTLE MEXICAN GRILL INC COM 169656105   2,807,500 50,000 SH   SOLE   0 0 2,807,500
CITIGROUP INC COM NEW 172967424   425,600 5,000 SH   SOLE   0 0 425,600
COSTCO WHSL CORP NEW COM 22160K105   3,266,802 3,300 SH   SOLE   0 0 3,266,802
CROWDSTRIKE HLDGS INC CL A 22788C105   8,072,564 15,850 SH   SOLE   0 0 8,072,564
CUMMINS INC COM 231021106   6,042,375 18,450 SH   SOLE   0 0 6,042,375
DISNEY WALT CO COM 254687106   5,292,127 42,675 SH   SOLE   0 0 5,292,127
DRAFTKINGS INC NEW COM CL A 26142V105   34,312 800 SH   SOLE   0 0 34,312
DUKE ENERGY CORP NEW COM NEW 26441C204   29,500 250 SH   SOLE   0 0 29,500
EATON CORP PLC SHS G29183103   3,926,890 11,000 SH   SOLE   0 0 3,926,890
EMERSON ELEC CO COM 291011104   3,999,900 30,000 SH   SOLE   0 0 3,999,900
EXXON MOBIL CORP COM 30231G102   37,730 350 SH   SOLE   0 0 37,730
FEDEX CORP COM 31428X106   4,012,022 17,650 SH   SOLE   0 0 4,012,022
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   185,175 2,500 SH   SOLE   0 0 185,175
GOLDMAN SACHS GROUP INC COM 38141G104   7,820,638 11,050 SH   SOLE   0 0 7,820,638
HOME DEPOT INC COM 437076102   3,299,760 9,000 SH   SOLE   0 0 3,299,760
INTERNATIONAL BUSINESS MACHS COM 459200101   4,067,964 13,800 SH   SOLE   0 0 4,067,964
JAKKS PAC INC COM NEW 47012E403   157,928 7,600 SH   SOLE   0 0 157,928
JOHNSON & JOHNSON COM 478160104   1,703,163 11,150 SH   SOLE   0 0 1,703,163
MASTERCARD INCORPORATED CL A 57636Q104   5,296,285 9,425 SH   SOLE   0 0 5,296,285
MERCK & CO INC COM 58933Y105   712,440 9,000 SH   SOLE   0 0 712,440
META PLATFORMS INC CL A 30303M102   13,045,741 17,675 SH   SOLE   0 0 13,045,741
MICROSOFT CORP COM 594918104   9,960,635 20,025 SH   SOLE   0 0 9,960,635
NIKE INC CL B 654106103   1,836,384 25,850 SH   SOLE   0 0 1,836,384
NOVO-NORDISK A S ADR 670100205   7,502,474 108,700 SH   SOLE   0 0 7,502,474
NVIDIA CORPORATION COM 67066G104   84,856,429 537,100 SH   SOLE   0 0 84,856,429
OGE ENERGY CORP COM 670837103   35,504 800 SH   SOLE   0 0 35,504
PALO ALTO NETWORKS INC COM 697435105   4,931,824 24,100 SH   SOLE   0 0 4,931,824
PARK HOTELS & RESORTS INC COM 700517105   12,276 1,200 SH   SOLE   0 0 12,276
PFIZER INC COM 717081103   1,132,008 46,700 SH   SOLE   0 0 1,132,008
PHILLIPS 66 COM 718546104   41,755 350 SH   SOLE   0 0 41,755
QUALCOMM INC COM 747525103   3,328,534 20,900 SH   SOLE   0 0 3,328,534
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   44,288 2,004 SH   SOLE   0 0 44,288
SERVICENOW INC COM 81762P102   8,301,746 8,075 SH   SOLE   0 0 8,301,746
SPDR SERIES TRUST PRTFLO S&P HI 78468R788   10,610 250 SH   SOLE   0 0 10,610
SPOTIFY TECHNOLOGY S A SHS L8681T102   2,685,690 3,500 SH   SOLE   0 0 2,685,690
STARBUCKS CORP COM 855244109   1,727,226 18,850 SH   SOLE   0 0 1,727,226
TESLA INC COM 88160R101   3,653,090 11,500 SH   SOLE   0 0 3,653,090
THE CIGNA GROUP COM 125523100   3,305,800 10,000 SH   SOLE   0 0 3,305,800
TRANE TECHNOLOGIES PLC SHS G8994E103   3,499,280 8,000 SH   SOLE   0 0 3,499,280
ULTA BEAUTY INC COM 90384S303   2,549,619 5,450 SH   SOLE   0 0 2,549,619
UNITEDHEALTH GROUP INC COM 91324P102   4,523,565 14,500 SH   SOLE   0 0 4,523,565
VANGUARD INDEX FDS GROWTH ETF 922908736   194,211 443 SH   SOLE   0 0 194,211
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   55,099 97 SH   SOLE   0 0 55,099
VANGUARD INDEX FDS SMALL CAP ETF 922908751   4,226,538 17,835 SH   SOLE   0 0 4,226,538
VANGUARD STAR FDS VG TL INTL STK F 921909768   1,737,614 25,150 SH   SOLE   0 0 1,737,614
VANGUARD INDEX FDS VALUE ETF 922908744   144,573 818 SH   SOLE   0 0 144,573
VISA INC COM CL A 92826C839   4,722,165 13,300 SH   SOLE   0 0 4,722,165
WALMART INC COM 931142103   78,224 800 SH   SOLE   0 0 78,224