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
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
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
AMAZON COM INC COM 023135106 51,113,269 214,058 SH SOLE 0 0 214,058
APPLE INC COM 037833100 25,984,917 90,216 SH SOLE 0 0 90,216
ISHARES TR NATIONAL MUN ETF 464288414 9,545,894 88,700 SH SOLE 0 0 88,700
LENNAR CORP CL A 526057104 7,732,788 85,378 SH SOLE 0 0 85,378
MICROSOFT CORP COM 594918104 22,389,993 60,149 SH SOLE 0 0 60,149
MICRON TECHNOLOGY INC COM 595112103 103,138,287 89,553 SH SOLE 0 0 89,553
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 58,431,204 123,753 SH SOLE 0 0 123,753
ACM RESH INC COM CL A 00108J109 13,530,027 106,628 SH SOLE 0 0 106,628
ALPHABET INC CAP STK CL A 02079K305 51,308,757 143,898 SH SOLE 0 0 143,898
BROADCOM INC COM 11135F101 9,513,925 25,309 SH SOLE 0 0 25,309
D R HORTON INC COM 23331A109 23,766,546 145,634 SH SOLE 0 0 145,634
META PLATFORMS INC CL A 30303M102 39,777,038 70,636 SH SOLE 0 0 70,636
GENERAL MTRS CO COM 37045V100 38,862,197 503,780 SH SOLE 0 0 503,780
MCKESSON CORP COM 58155Q103 36,158,130 47,956 SH SOLE 0 0 47,956
NETFLIX INC. COM 64110L106 858,228 12,020 SH SOLE 0 0 12,020
NVIDIA CORPORATION COM 67066G104 51,928,152 261,210 SH SOLE 0 0 261,210
SANDISK CORP COM 80004C200 23,765,026 10,452 SH SOLE 0 0 10,452