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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 7,580,201 22,762 SH SOLE 22,762 0 0
Ford Motor Co COM 345370860 10,744,966 8,909,559 SH SOLE 8,909,559 0 0
Generac Holdings Inc COM 368736104 10,167,040 49,128 SH SOLE 49,128 0 0
Golman Sachs Group Inc COM 38141G104 13,958,281 15,503 SH SOLE 15,503 0 0
Microsoft COM 594918104 4,795,615 9,350 SH SOLE 9,350 0 0
NVIDIA COM 67066G104 25,607,108 112,125 SH SOLE 112,125 0 0
ISHARES TR Semiconductor ETF 464287523 10,475,486 18,422 SH SOLE 18,422 0 0
Select sector SPDR TR State Street Technology Select Sector SPDR ETF ETF 81369Y803 13,987,316 71,455 SH SOLE 71,455 0 0
Morgan Stanley COM 617446448 7,523,200 40,000 SH SOLE 40,000 0 0