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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 6,514,362 22,513 SH SOLE 39,590 0 0
Ford Motor Co COM 345370860 12,340,420 887,800 SH SOLE 830,700 0 0
Generac Holdings Inc COM 368736104 14,150,629 48,327 SH SOLE 47,072 0 0
Golman Sachs Group Inc COM 38141G104 15,564,457 15,391 SH SOLE 15,128 0 0
Microsoft COM 594918104 3,469,086 9,300 SH SOLE 19,982 0 0
NVIDIA COM 67066G104 11,650,040 58,224 SH SOLE 231,287 0 0
ISHARES TR Semiconductor ETF 464287523 11,804,081 18,422 SH SOLE 32,958 0 0
Select sector SPDR TR State Street Technology Select Sector SPDR ETF ETF 81369Y803 10,458,024 54,892 SH SOLE 54,238 0 0
Morgan Stanley COM 617446448 8,361,600 40,000 SH SOLE 40,000 0 0