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
ADVANCED MICRO DEVICES INC COM 007903107 127,898,955 220,170 SH SOLE 220,170 0 0
ALPHABET INC CAP STK CL A 02079K305 220,023,417 615,674 SH SOLE 615,674 0 0
AMAZON COM INC COM 023135106 112,497,195 472,003 SH SOLE 472,003 0 0
ANALOG DEVICES INC COM 032654105 24,742,499 62,297 SH SOLE 62,297 0 0
APPLE INC COM 037833100 146,313,727 505,646 SH SOLE 505,646 0 0
APTIV PLC COM SHS G3265R107 30,507,210 497,022 SH SOLE 497,022 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 15,674,798 7,879 SH SOLE 7,879 0 0
BANK OF AMER CORP COM 060505104 55,916,867 981,342 SH SOLE 981,342 0 0
BLOCK INC CL A 852234103 41,922,740 551,615 SH SOLE 551,615 0 0
BP PLC SPONSORED ADR 055622104 1,674,315 45,313 SH SOLE 271,878 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 54,148,914 939,759 SH SOLE 939,759 0 0
BROADCOM INC COM 11135F101 85,184,892 225,506 SH SOLE 225,506 0 0
CATERPILLAR INC COM 149123101 6,548,070 6,149 SH SOLE 6,149 0 0
CISCO SYS INC COM 17275R102 22,682,231 193,106 SH SOLE 193,106 0 0
CME GROUP INC COM 12572Q105 44,218,337 200,237 SH SOLE 200,237 0 0
CORNING INC COM 219350105 28,520,037 111,655 SH SOLE 111,655 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 68,187,344 72,891 SH SOLE 72,891 0 0
CVS HEALTH CORP COM 126650100 23,127,799 223,565 SH SOLE 223,565 0 0
DBX ETF TR XTRACK HRVST CSI 233051879 1,466,400 40,000 SH SOLE 40,000 0 0
DISNEY WALT CO COM 254687106 60,684,566 630,489 SH SOLE 630,489 0 0
EATON CORP PLC SHS G29183103 86,726,925 203,527 SH SOLE 203,527 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 49,953,912 552,221 SH SOLE 552,221 0 0
ELI LILLY & CO COM 532457108 12,250,978 10,214 SH SOLE 10,214 0 0
EXXON MOBIL CORP COM 30231G102 45,325,688 331,522 SH SOLE 331,522 0 0
FERRARI N V COM N3167Y103 15,102,731 40,716 SH SOLE 40,716 0 0
FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE 33737A108 16,641,599 86,788 SH SOLE 86,788 0 0
FREEPORT MCMORAN INC CL B 35671D857 24,634,013 391,700 SH SOLE 391,700 0 0
GLOBAL X FDS GLOBAL X COPPER 37954Y830 4,059,860 52,746 SH SOLE 52,746 0 0
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 8,877,960 234,000 SH SOLE 0 0 234,000
GOLDMAN SACHS GROUP INC COM 38141G104 6,877,316 6,800 SH SOLE 6,800 0 0
INTEL CORP COM 458140100 23,610,316 169,092 SH SOLE 169,092 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 34,225,136 86,062 SH SOLE 86,062 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 60,495,260 82,150 SH SOLE 82,150 0 0
ISHARES INC CORE MSCI EMKT 46434G103 18,708,337 225,837 SH SOLE 225,837 0 0
ISHARES INC MSCI JAPAN ETF 46434G822 3,730,800 40,000 SH SOLE 40,000 0 0
ISHARES TR CORE S&P SCP ETF 464287804 9,825,538 66,250 SH SOLE 66,250 0 0
ISHARES TR EXPANDED TECH 464287515 3,613,853 39,888 SH SOLE 39,888 0 0
ISHARES TR GL CLEAN ENE ETF 464288224 6,048,177 295,177 SH SOLE 295,177 0 0
ISHARES TR MSCI USA MMENTM 46432F396 18,575,558 54,183 SH SOLE 54,183 0 0
ISHARES TR MSCI USA VALUE 46432F388 25,771,494 128,980 SH SOLE 128,980 0 0
ISHARES TR US BR DEL SE ETF 464288794 3,608,291 20,580 SH SOLE 20,580 0 0
JPMORGAN CHASE & CO COM 46625H100 65,107,574 198,905 SH SOLE 198,905 0 0
KINDER MORGAN INC DEL COM 49456B101 77,075,546 2,410,871 SH SOLE 2,410,871 0 0
LAM RESEARCH CORP COM NEW 512807306 3,179,776 7,338 SH SOLE 7,338 0 0
LENNAR CORP CL A 526057104 29,680,720 328,000 SH SOLE 328,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 28,693,063 96,321 SH SOLE 96,321 0 0
MASTERCARD INCORPORATED CL A 57636Q104 7,704,000 15,000 SH SOLE 15,000 0 0
META PLATFORMS INC CL A 30303M102 88,749,156 157,555 SH SOLE 157,555 0 0
MICRON TECHNOLOGY INC COM 595112103 35,308,577 30,589 SH SOLE 30,589 0 0
MICROSOFT CORP COM 594918104 129,396,162 346,888 SH SOLE 346,888 0 0
NETFLIX INC. COM 64110L106 47,491,139 665,142 SH SOLE 665,142 0 0
NEWMONT CORP COM 651639106 40,620,968 434,914 SH SOLE 434,914 0 0
NVIDIA CORPORATION COM 67066G104 130,570,530 652,559 SH SOLE 652,559 0 0
PFIZER INC COM 717081103 79,611,081 3,306,108 SH SOLE 3,306,108 0 0
PROCTER & GAMBLE CO COM 742718109 42,843,516 292,168 SH SOLE 292,168 0 0
QUALCOMM INC COM 747525103 119,201,561 645,065 SH SOLE 645,065 0 0
S&P GLOBAL INC COM 78409V104 43,770,269 107,475 SH SOLE 107,475 0 0
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 30,982,649 195,277 SH SOLE 195,277 0 0
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 22,746,960 428,299 SH SOLE 428,299 0 0
SELECT SECTOR SPDR TR ST STR STAPL ETF 81369Y308 1,402,886 16,888 SH SOLE 16,888 0 0
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 23,795,948 124,900 SH SOLE 124,900 0 0
SLB LIMITED COM STK 806857108 34,241,931 736,544 SH SOLE 736,544 0 0
SOUTHERN COPPER CORP COM 84265V105 5,715,728 32,800 SH SOLE 32,800 0 0
SPDR SERIES TRUST ST STR SP BIOT 78464A870 12,296,183 77,701 SH SOLE 77,701 0 0
SPDR SERIES TRUST ST STR SP REGBNK 78464A698 2,095,800 28,000 SH SOLE 28,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 2,708,867 5,900 SH SOLE 5,900 0 0
SYNOPSYS INC COM 871607107 5,136,050 11,514 SH SOLE 11,514 0 0
TESLA INC COM 88160R101 15,319,093 36,422 SH SOLE 36,422 0 0
TEXAS INSTRS INC COM 882508104 44,531,956 149,401 SH SOLE 149,401 0 0
UBER TECHNOLOGIES INC COM 90353T100 22,753,852 315,325 SH SOLE 315,325 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 5,623,138 74,528 SH SOLE 74,528 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607 27,235,572 73,208 SH SOLE 73,208 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 40,585,817 61,879 SH SOLE 61,879 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 41,230,578 60,032 SH SOLE 0 0 60,032
VANGUARD WORLD FD UTILITIES ETF 92204A876 29,431,724 150,369 SH SOLE 0 0 150,369
VERIZON COMMUNICATIONS INC COM 92343V104 58,083,282 1,371,830 SH SOLE 1,371,830 0 0
VERSIGENT PLC ORDINARY SHARES G9600F104 5,400,007 128,541 SH SOLE 128,541 0 0
VISA INC COM CL A 92826C839 61,500,255 179,254 SH SOLE 179,254 0 0
WALMART INC COM 931142103 55,564,903 490,596 SH SOLE 490,596 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 11,206,544 31,216 SH SOLE 31,216 0 0
WISDOMTREE TR EMER MKT HIGH FD 97717W315 9,144,300 170,000 SH SOLE 170,000 0 0
YUM CHINA HLDGS INC COM 98850P109 3,480,469 85,400 SH SOLE 85,400 0 0