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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Apple Inc COM 037833100 10,047,546 39,590 SH SOLE 39,590 0 0
Ford Motor Co COM 345370860 9,586,278 830,700 SH SOLE 830,700 0 0
Generac Holdings Inc COM 368736104 9,194,574 47,072 SH SOLE 47,072 0 0
Golman Sachs Group Inc COM 38141G104 12,798,137 15,128 SH SOLE 15,128 0 0
Meta Platforms Inc COM 30303M102 8,794,210 15,371 SH SOLE 15,371 0 0
Microsoft COM 594918104 7,396,737 19,982 SH SOLE 19,982 0 0
NVIDIA COM 67066G104 40,336,453 231,287 SH SOLE 231,287 0 0
ISHARES TR Semiconductor ETF 464287523 10,831,976 32,958 SH SOLE 32,958 0 0
Select sector SPDR TR State Street Technology Select Sector SPDR ETF ETF 81369Y803 7,208,230 54,238 SH SOLE 54,238 0 0
Morgan Stanley COM 617446448 6,582,800 40,000 SH SOLE 40,000 0 0