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
AMAZON COM INC COM 023135106   4,365,496 33,488 SH   SOLE   0 0 33,488
INVESCO QQQ TR UNIT SER 1 46090E103   4,212,824 11,404 SH   SOLE   0 0 11,404
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   2,083,558 11,984 SH   SOLE   0 0 11,984
WISDOMTREE TR US SMALLCAP FUND 97717W562   1,884,440 42,054 SH   SOLE   0 0 42,054
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   708,007 18,785 SH   SOLE   0 0 18,785
MARRIOTT INTL INC NEW CL A 571903202   1,239,908 6,750 SH   SOLE   0 0 6,750
LAUDER ESTEE COS INC CL A 518439104   1,193,008 6,075 SH   SOLE   0 0 6,075
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,511,367 5,665 SH   SOLE   0 0 5,665
MASTERCARD INCORPORATED CL A 57636Q104   1,297,890 3,300 SH   SOLE   0 0 3,300
STARWOOD PPTY TR INC COM 85571B105   1,086,400 56,000 SH   SOLE   0 0 56,000
MOLECULAR TEMPLATES INC COM 608550109   23,280 48,500 SH   SOLE   0 0 48,500
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   2,907,507 21,905 SH   SOLE   0 0 21,905
MONGODB INC CL A 60937P106   287,693 700 SH   SOLE   0 0 700
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   287,706 3,879 SH   SOLE   0 0 3,879
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   3,597,209 10,549 SH   SOLE   0 0 10,549
ALPHABET INC CAP STK CL A 02079K305   4,771,242 39,860 SH   SOLE   0 0 39,860
CONSTELLATION BRANDS INC CL A 21036P108   3,174,017 12,896 SH   SOLE   0 0 12,896
COMCAST CORP NEW CL A 20030N101   2,484,787 59,802 SH   SOLE   0 0 59,802
MICROSOFT CORP COM 594918104   6,870,017 20,174 SH   SOLE   0 0 20,174
WARNER BROS DISCOVERY INC COM SER A 934423104   1,025,521 81,780 SH   SOLE   0 0 81,780
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   1,465,686 22,521 SH   SOLE   0 0 22,521
TEXTRON INC COM 883203101   2,218,264 32,800 SH   SOLE   0 0 32,800
SIMON PPTY GROUP INC NEW COM 828806109   212,483 1,840 SH   SOLE   0 0 1,840
BOEING CO COM 097023105   3,399,676 16,100 SH   SOLE   0 0 16,100
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   930,197 27,594 SH   SOLE   0 0 27,594
GLOBAL X FDS AUTONMOUS EV ETF 37954Y624   1,884,387 72,365 SH   SOLE   0 0 72,365
ALPS ETF TR ALERIAN MLP 00162Q452   4,358,480 111,157 SH   SOLE   0 0 111,157
GLOBAL X FDS LITHIUM BTRY ETF 37954Y855   1,776,672 27,325 SH   SOLE   0 0 27,325
GENERAL MTRS CO COM 37045V100   3,007,680 78,000 SH   SOLE   0 0 78,000
LILLY ELI & CO COM 532457108   5,282,122 11,263 SH   SOLE   0 0 11,263
GLOBAL X FDS CYBRSCURTY ETF 37954Y384   1,955,574 80,609 SH   SOLE   0 0 80,609
DRAFTKINGS INC NEW COM CL A 26142V105   3,098,062 116,600 SH   SOLE   0 0 116,600
BLACK DIAMOND THERAPEUTICS I COM 09203E105   68,857 13,635 SH   SOLE   0 0 13,635
ISHARES TR US AER DEF ETF 464288760   4,957,320 42,490 SH   SOLE   0 0 42,490
NEW AMER HIGH INCOME FD INC COM NEW 641876800   102,071 15,349 SH   SOLE   0 0 15,349
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   1,802,873 32,584 SH   SOLE   0 0 32,584
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   550,228 7,577 SH   SOLE   0 0 7,577
VISA INC COM CL A 92826C839   1,318,014 5,550 SH   SOLE   0 0 5,550
L3HARRIS TECHNOLOGIES INC COM 502431109   1,610,208 8,225 SH   SOLE   0 0 8,225
IRON MTN INC DEL COM 46284V101   1,255,722 22,100 SH   SOLE   0 0 22,100
CARLYLE GROUP INC COM 14316J108   1,095,885 34,300 SH   SOLE   0 0 34,300
WP CAREY INC COM 92936U109   266,862 3,950 SH   SOLE   0 0 3,950
ENBRIDGE INC COM 29250N105   434,655 11,700 SH   SOLE   0 0 11,700
NVIDIA CORPORATION COM 67066G104   3,511,066 8,300 SH   SOLE   0 0 8,300
SPDR SER TR S&P BIOTECH 78464A870   354,515 4,261 SH   SOLE   0 0 4,261
SPDR SER TR S&P METALS MNG 78464A755   2,110,049 41,520 SH   SOLE   0 0 41,520
BLACKSTONE INC COM 09260D107   1,575,842 16,950 SH   SOLE   0 0 16,950
GOLDMAN SACHS BDC INC SHS 38147U107   713,416 51,473 SH   SOLE   0 0 51,473
GENERAL DYNAMICS CORP COM 369550108   2,657,102 12,350 SH   SOLE   0 0 12,350
SELECT SECTOR SPDR TR ENERGY 81369Y506   4,263,538 52,526 SH   SOLE   0 0 52,526
SPDR SER TR S&P REGL BKG 78464A698   341,461 8,363 SH   SOLE   0 0 8,363
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   1,728,163 10,177 SH   SOLE   0 0 10,177
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704   414,043 3,858 SH   SOLE   0 0 3,858
ISHARES TR ISHARES SEMICDTR 464287523   2,278,612 4,492 SH   SOLE   0 0 4,492
LULULEMON ATHLETICA INC COM 550021109   719,150 1,900 SH   SOLE   0 0 1,900
ONEOK INC NEW COM 682680103   3,456,320 56,000 SH   SOLE   0 0 56,000
SALESFORCE INC COM 79466L302   2,177,034 10,305 SH   SOLE   0 0 10,305
JPMORGAN CHASE & CO COM 46625H100   1,132,250 7,785 SH   SOLE   0 0 7,785
CHEVRON CORP NEW COM 166764100   2,250,105 14,300 SH   SOLE   0 0 14,300
ALBEMARLE CORP COM 012653101   4,233,133 18,975 SH   SOLE   0 0 18,975
INVESCO EXCHANGE TRADED FD T DYNMC MEDIA 46137V696   242,636 7,016 SH   SOLE   0 0 7,016
RAYTHEON TECHNOLOGIES CORP COM 75513E101   1,633,483 16,675 SH   SOLE   0 0 16,675
PFIZER INC COM 717081103   1,038,044 28,300 SH   SOLE   0 0 28,300
AMERICAN EXPRESS CO COM 025816109   2,020,720 11,600 SH   SOLE   0 0 11,600
WILLIAMS COS INC COM 969457100   1,582,555 48,500 SH   SOLE   0 0 48,500
LIBERTY BROADBAND CORP COM SER C 530307305   985,353 12,300 SH   SOLE   0 0 12,300
EXXON MOBIL CORP COM 30231G102   2,675,888 24,950 SH   SOLE   0 0 24,950
DEVON ENERGY CORP NEW COM 25179M103   1,380,107 28,550 SH   SOLE   0 0 28,550
SCHWAB CHARLES CORP COM 808513105   2,610,114 46,050 SH   SOLE   0 0 46,050
APPLE INC COM 037833100   5,516,530 28,440 SH   SOLE   0 0 28,440
DISNEY WALT CO COM 254687106   2,053,172 22,997 SH   SOLE   0 0 22,997