The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
| |||||||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||||||
| 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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| CHUBB LIMITED | COM | H1467J104 | 7,383,082 | 25,594 | SH | SOLE | 0 | 0 | 25,594 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 4,611,815 | 40,585 | SH | SOLE | 0 | 0 | 40,585 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 35,711,190 | 201,981 | SH | SOLE | 0 | 0 | 201,981 | ||
| AMAZON COM INC | COM | 023135106 | 41,781,780 | 189,473 | SH | SOLE | 0 | 0 | 189,473 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 19,574,890 | 229,163 | SH | SOLE | 0 | 0 | 229,163 | ||
| APPLE INC | COM | 037833100 | 25,689,596 | 125,727 | SH | SOLE | 0 | 0 | 125,727 | ||
| THE CIGNA GROUP | COM | 125523100 | 6,961,901 | 21,135 | SH | SOLE | 0 | 0 | 21,135 | ||
| D R HORTON INC | COM | 23331A109 | 20,978,470 | 162,797 | SH | SOLE | 0 | 0 | 162,797 | ||
| META PLATFORMS INC | CL A | 30303M102 | 50,471,827 | 68,493 | SH | SOLE | 0 | 0 | 68,493 | ||
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | 3,403,199 | 32,003 | SH | SOLE | 0 | 0 | 32,003 | ||
| ISHARES TR | NATIONAL MUN ETF | 464288414 | 9,042,744 | 86,550 | SH | SOLE | 0 | 0 | 86,550 | ||
| LENNAR CORP | CL A | 526057104 | 10,686,083 | 96,685 | SH | SOLE | 0 | 0 | 96,685 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 634,992 | 1,130 | SH | SOLE | 0 | 0 | 1,130 | ||
| MCKESSON CORP | COM | 58155Q103 | 34,653,202 | 47,403 | SH | SOLE | 0 | 0 | 47,403 | ||
| MICROSOFT CORP | COM | 594918104 | 35,824,512 | 72,076 | SH | SOLE | 0 | 0 | 72,076 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 17,264,176 | 139,698 | SH | SOLE | 0 | 0 | 139,698 | ||
| MILLROSE PPTYS INC | COM CL A | 601137102 | 450,684 | 15,732 | SH | SOLE | 0 | 0 | 15,732 | ||
| NETFLIX INC | COM | 64110L106 | 10,158,694 | 7,613 | SH | SOLE | 0 | 0 | 7,613 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 28,182,729 | 178,437 | SH | SOLE | 0 | 0 | 178,437 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 15,807,870 | 69,795 | SH | SOLE | 0 | 0 | 69,795 | ||
| VISA INC | COM CL A | 92826C839 | 2,478,604 | 6,981 | SH | SOLE | 0 | 0 | 6,981 | ||
| WORKDAY INC | CL A | 98138H101 | 1,008,000 | 4,200 | SH | SOLE | 0 | 0 | 4,200 | ||