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 com 00287Y109 17,710,951 67,705 SH SOLE 0 0 0
ALPHABET INC CAP STK CL A com 02079K305 122,353,128 355,595 SH SOLE 0 0 0
ALPHABET INC CAP STK CL C com 02079K107 15,036,856 44,130 SH SOLE 0 0 0
ALTRIA GROUP INC COM com 02209S103 662,289 9,835 SH SOLE 0 0 0
AMAZON COM INC COM com 023135106 101,655,692 408,010 SH SOLE 0 0 0
AMERICAN EXPRESS CO COM com 025816109 13,877,028 45,633 SH SOLE 0 0 0
AMPHENOL CORP CL A com 032095101 1,288,104 15,280 SH SOLE 0 0 0
APPLE INC COM com 037833100 277,355,524 832,849 SH SOLE 0 0 0
ARCUTIS BIOTHERAPEUTICS INC COM com 03969K108 15,781,749 597,115 SH SOLE 0 0 0
BANK OF AMER CORP COM com 060505104 1,150,759 21,142 SH SOLE 0 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW com 084670702 2,444,935 4,910 SH SOLE 0 0 0
BLACKSTONE INC COM com 09260D107 39,183,396 349,571 SH SOLE 0 0 0
BROADCOM INC COM com 11135F101 1,788,259 5,092 SH SOLE 0 0 0
CARRIER GLOBAL CORPORATION COM com 14448C104 345,618 6,300 SH SOLE 0 0 0
CBOE GLOBAL MKTS INC COM com 12503M108 1,033,989 3,756 SH SOLE 0 0 0
CEREBRAS SYSTEMS INC COM CL A com 15675D103 208,916 1,176 SH SOLE 0 0 0
CHARLES SCHWAB CORP (THE) COM com 808513105 14,290,761 146,212 SH SOLE 0 0 0
CISCO SYS INC COM com 17275R102 584,431 5,430 SH SOLE 0 0 0
COMCAST CORP NEW CL A com 20030N101 467,840 21,500 SH SOLE 0 0 0
CONSTELLATION ENERGY CORP COM com 21037T109 6,660,503 26,220 SH SOLE 0 0 0
COSTCO WHOLESALE CORPORATION COM com 22160K105 13,165,337 14,462 SH SOLE 0 0 0
DANAHER CORP DEL COM com 235851102 1,388,011 6,265 SH SOLE 0 0 0
DEERE & CO COM com 244199105 1,735,957 2,585 SH SOLE 0 0 0
ELI LILLY & CO COM com 532457108 41,898,213 36,210 SH SOLE 0 0 0
ENCOMPASS HEALTH CORP COM com 29261A100 1,805,341 14,860 SH SOLE 0 0 0
FERRARI N V COM com N3167Y103 1,060,695 2,700 SH SOLE 0 0 0
FIFTH THIRD BANCORP COM com 316773100 1,136,229 22,464 SH SOLE 0 0 0
GE AEROSPACE COM NEW com 369604301 12,573,420 40,262 SH SOLE 0 0 0
GE VERNOVA INC COM com 36828A101 20,776,761 21,859 SH SOLE 0 0 0
GENERAL DYNAMICS CORP COM com 369550108 1,575,861 4,749 SH SOLE 0 0 0
GOLDMAN SACHS GROUP INC COM com 38141G104 743,710 826 SH SOLE 0 0 0
HCA HEALTHCARE INC COM com 40412C101 640,110 1,500 SH SOLE 0 0 0
HOME DEPOT INC COM com 437076102 13,328,925 46,852 SH SOLE 0 0 0
HONEYWELL INTL INC COM com 438516205 283,925 1,346 SH SOLE 0 0 0
ILLINOIS TOOL WKS INC COM com 452308109 411,648 1,600 SH SOLE 0 0 0
INTUIT COM com 461202103 201,820 732 SH SOLE 0 0 0
INVESCO QQQ TRUST SERIES I com 46090E103 4,140,493 5,597 SH SOLE 0 0 0
ISHARES BITCOIN TRUST ETF com 46438F101 224,155 4,735 SH SOLE 0 0 0
ISHARES CORE S&P MID-CAP ETF com 464287507 719,500 10,000 SH SOLE 0 0 0
ISHARES RUSSELL 2000 ETF com 464287655 236,207 850 SH SOLE 0 0 0
JOHNSON & JOHNSON COM com 478160104 3,883,471 14,669 SH SOLE 0 0 0
JPMORGAN CHASE & CO COM com 46625H100 46,962,528 141,954 SH SOLE 0 0 0
LENNAR CORP CL A com 526057104 407,950 5,000 SH SOLE 0 0 0
MARRIOTT INTL INC NEW CL A com 571903202 518,923 1,459 SH SOLE 0 0 0
MERCK & CO INC COM com 58933Y105 9,238,229 63,576 SH SOLE 0 0 0
META PLATFORMS INC CL A com 30303M102 65,288,681 90,031 SH SOLE 0 0 0
MICROSOFT CORP COM com 594918104 73,274,202 142,863 SH SOLE 0 0 0
MONDELEZ INTL INC CL A com 609207105 407,284 7,044 SH SOLE 0 0 0
MOODYS CORP COM com 615369105 846,952 1,865 SH SOLE 0 0 0
NEXTERA ENERGY INC COM com 65339F101 1,764,818 23,301 SH SOLE 0 0 0
NVIDIA CORPORATION COM com 67066G104 68,867,304 301,547 SH SOLE 0 0 0
ORACLE CORP COM com 68389X105 3,880,510 28,263 SH SOLE 0 0 0
PALANTIR TECHNOLOGIES INC CL A com 69608A108 727,625 3,890 SH SOLE 0 0 0
PEPSICO INC COM com 713448108 215,424 1,700 SH SOLE 0 0 0
PFIZER INC COM com 717081103 4,106,766 143,996 SH SOLE 0 0 0
PHILIP MORRIS INTL INC COM com 718172109 1,207,318 6,327 SH SOLE 0 0 0
PROCTER & GAMBLE CO COM com 742718109 207,024 1,425 SH SOLE 0 0 0
QUANTA SVCS INC COM com 74762E102 291,057 453 SH SOLE 0 0 0
QXO INC COM NEW com 82846H405 19,683,973 1,683,830 SH SOLE 0 0 0
REDDIT INC com 75734B100 23,046,934 161,801 SH SOLE 0 0 0
RIVIAN AUTOMOTIVE INC COM CL A com 76954A103 237,546 15,900 SH SOLE 0 0 0
RTX CORPORATION COM com 75513E101 2,260,289 12,175 SH SOLE 0 0 0
SHERWIN WILLIAMS CO COM com 824348106 1,811,928 5,605 SH SOLE 0 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK com 84615Q103 317,409 2,104 SH SOLE 0 0 0
SPDR GOLD SHARES com 78463V107 285,630 750 SH SOLE 0 0 0
STATE STREET SPDR S&P 500 ETF com 78462F103 652,049 855 SH SOLE 0 0 0
STRYKER CORPORATION COM com 863667101 19,490,176 70,773 SH SOLE 0 0 0
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS com 874039100 2,024,115 4,437 SH SOLE 0 0 0
TESLA INC COM com 88160R101 605,306 1,706 SH SOLE 0 0 0
TEXTRON INC COM com 883203101 207,493 2,723 SH SOLE 0 0 0
TITAN INTL INC ILL COM com 88830M102 13,341,894 1,967,831 SH SOLE 0 0 0
TJX COS INC NEW COM com 872540109 1,725,322 13,040 SH SOLE 0 0 0
UNION PAC CORP COM com 907818108 544,260 2,000 SH SOLE 0 0 0
VANGUARD MORNINGSTAR MID-CAP ETF com 922908629 573,093 7,308 SH SOLE 0 0 0
VANGUARD MORNINGSTAR SMALL-CAP ETF com 922908751 4,981,704 17,511 SH SOLE 0 0 0
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF com 922908769 935,600 2,500 SH SOLE 0 0 0
VERTIV HOLDINGS CO COM CL A com 92537N108 34,724,992 143,902 SH SOLE 0 0 0
VILLAGE FARMS INTL INC COM com 92707Y108 1,674,414 575,400 SH SOLE 0 0 0
VISA INC COM CL A com 92826C839 35,221,167 98,019 SH SOLE 0 0 0
XPO INC COM com 983793100 41,859,835 237,867 SH SOLE 0 0 0