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
ABBVIE INC COM 00287Y109 2,868,696 11,400 SH SOLE N/A 11,400 0 0
ADOBE INC COM 00724F101 246,024 1,200 SH SOLE N/A 1,200 0 0
AMAZON COM INC COM 023135106 3,146,088 13,200 SH SOLE N/A 13,200 0 0
AMERICAN EXPRESS CO COM 025816109 243,540 720 SH SOLE N/A 720 0 0
AMERICAN TOWER CORP COM 03027X100 228,998 1,400 SH SOLE N/A 1,400 0 0
AMERIPRISE FINL INC COM 03076C106 477,110 1,040 SH SOLE N/A 1,040 0 0
AON PLC SHS CL A G0403H108 464,366 1,400 SH SOLE N/A 1,400 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 248,451 2,100 SH SOLE N/A 2,100 0 0
APPLE INC COM 037833100 3,159,811 10,920 SH SOLE N/A 10,920 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 380,715 1,700 SH SOLE N/A 1,700 0 0
BANK OF NY MELLON CORP COM 064058100 621,823 4,300 SH SOLE N/A 4,300 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 340,265 680 SH SOLE N/A 680 0 0
BLOCK INC CL A 852234103 243,200 3,200 SH SOLE N/A 3,200 0 0
BLOOM ENERGY CORP COM CL A 093712107 408,645 1,350 SH SOLE N/A 1,350 0 0
BOOKING HOLDINGS INC COM 09857L108 265,578 1,490 SH SOLE N/A 1,490 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 207,432 3,600 SH SOLE N/A 3,600 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 205,425 1,500 SH SOLE N/A 1,500 0 0
CARVANA CO CL A 146869102 505,498 7,680 SH SOLE N/A 7,680 0 0
CHENIERE ENERGY INC COM NEW 16411R208 305,933 1,280 SH SOLE N/A 1,280 0 0
CHEVRON CORPORATION COM 166764100 281,792 1,700 SH SOLE N/A 1,700 0 0
CHUBB LIMITED COM H1467J104 204,444 600 SH SOLE N/A 600 0 0
CISCO SYS INC COM 17275R102 387,618 3,300 SH SOLE N/A 3,300 0 0
CITIGROUP INC COM NEW 172967424 307,912 2,200 SH SOLE N/A 2,200 0 0
COCA COLA CO COM 191216100 942,732 11,600 SH SOLE N/A 11,600 0 0
CORPAY INC COM SHS 219948106 253,285 760 SH SOLE N/A 760 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 1,721,265 1,840 SH SOLE N/A 1,840 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 217,560 800 SH SOLE N/A 800 0 0
CUMMINS INC COM 231021106 256,756 360 SH SOLE N/A 360 0 0
ELI LILLY & CO COM 532457108 671,681 560 SH SOLE N/A 560 0 0
EXXON MOBIL CORP COM 30231G102 601,568 4,400 SH SOLE N/A 4,400 0 0
FLUTTER ENTMT PLC SHS G3643J108 234,991 2,300 SH SOLE N/A 2,300 0 0
GE AEROSPACE COM NEW 369604301 313,933 840 SH SOLE N/A 840 0 0
GILEAD SCIENCES INC COM 375558103 379,020 3,000 SH SOLE N/A 3,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 445,003 440 SH SOLE N/A 440 0 0
HCA HEALTHCARE INC COM 40412C101 265,125 680 SH SOLE N/A 680 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 978,162 2,960 SH SOLE N/A 2,960 0 0
HOME DEPOT INC COM 437076102 239,822 680 SH SOLE N/A 680 0 0
HOWMET AEROSPACE INC COM 443201108 1,344,300 5,000 SH SOLE N/A 5,000 0 0
INTUIT COM 461202103 365,400 1,400 SH SOLE N/A 1,400 0 0
ISHARES TR ISHARES SEMICDTR 464287523 10,636,616 16,600 SH SOLE N/A 16,600 0 0
JOHNSON & JOHNSON COM 478160104 355,558 1,400 SH SOLE N/A 1,400 0 0
JPMORGAN CHASE & CO COM 46625H100 955,804 2,920 SH SOLE N/A 2,920 0 0
LINDE PLC SHS G54950103 269,849 520 SH SOLE N/A 520 0 0
LPL FINL HLDGS INC COM 50212V100 202,810 720 SH SOLE N/A 720 0 0
MCDONALDS CORP COM 580135101 227,060 840 SH SOLE N/A 840 0 0
MERCK & CO INC COM 58933Y105 244,150 1,900 SH SOLE N/A 1,900 0 0
MICROSOFT CORP COM 594918104 3,178,130 8,520 SH SOLE N/A 8,520 0 0
MONOLITHIC PWR SYS INC COM 609839105 732,651 530 SH SOLE N/A 530 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 259,524 2,700 SH SOLE N/A 2,700 0 0
MOODYS CORP COM 615369105 362,336 800 SH SOLE N/A 800 0 0
MORGAN STANLEY COM NEW 617446448 229,944 1,100 SH SOLE N/A 1,100 0 0
MSCI INC COM 55354G100 268,819 480 SH SOLE N/A 480 0 0
NETFLIX INC. COM 64110L106 278,460 3,900 SH SOLE N/A 3,900 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 524,913 5,700 SH SOLE N/A 5,700 0 0
PROCTER & GAMBLE CO COM 742718109 293,280 2,000 SH SOLE N/A 2,000 0 0
QUALCOMM INC COM 747525103 480,454 2,600 SH SOLE N/A 2,600 0 0
QUANTA SVCS INC COM 74762E102 950,453 1,320 SH SOLE N/A 1,320 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 558,853 1,760 SH SOLE N/A 1,760 0 0
SALESFORCE INC COM 79466L302 704,970 4,500 SH SOLE N/A 4,500 0 0
SCHWAB CHARLES CORP COM 808513105 202,994 2,200 SH SOLE N/A 2,200 0 0
SELECT SECTOR SPDR TR ST STR DISCR ETF 81369Y407 2,429,807 20,718 SH SOLE N/A 20,718 0 0
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 2,295,149 43,215 SH SOLE N/A 43,215 0 0
SELECT SECTOR SPDR TR ST STR MATER ETF 81369Y100 2,305,344 45,354 SH SOLE N/A 45,354 0 0
SELECT SECTOR SPDR TR ST STR STAPL ETF 81369Y308 2,300,125 27,689 SH SOLE N/A 27,689 0 0
SELECT SECTOR SPDR TR ST STR SVC ETF 81369Y852 2,397,355 22,378 SH SOLE N/A 22,378 0 0
SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 2,318,733 51,141 SH SOLE N/A 51,141 0 0
SHERWIN WILLIAMS CO COM 824348106 358,093 1,040 SH SOLE N/A 1,040 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 563,838 3,300 SH SOLE N/A 3,300 0 0
STRYKER CORPORATION COM 863667101 226,685 720 SH SOLE N/A 720 0 0
SYNOPSYS INC COM 871607107 499,598 1,120 SH SOLE N/A 1,120 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 200,544 400 SH SOLE N/A 400 0 0
TJX COS INC NEW COM 872540109 212,100 1,400 SH SOLE N/A 1,400 0 0
TRACTOR SUPPLY CO COM 892356106 230,753 7,300 SH SOLE N/A 7,300 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,024,672 14,200 SH SOLE N/A 14,200 0 0
UNITEDHEALTH GROUP INC COM 91324P102 315,879 760 SH SOLE N/A 760 0 0
VALERO ENERGY CORP COM 91913Y100 442,748 1,700 SH SOLE N/A 1,700 0 0
VEEVA SYS INC CL A COM 922475108 283,952 1,600 SH SOLE N/A 1,600 0 0
VERISK ANALYTICS INC COM 92345Y106 251,342 1,400 SH SOLE N/A 1,400 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 874,245 1,760 SH SOLE N/A 1,760 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 1,526,779 4,560 SH SOLE N/A 4,560 0 0
VISA INC COM CL A 92826C839 713,627 2,080 SH SOLE N/A 2,080 0 0
WASTE MGMT INC DEL COM 94106L109 423,472 1,900 SH SOLE N/A 1,900 0 0
WELLS FARGO & CO COM 949746101 239,656 2,900 SH SOLE N/A 2,900 0 0