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 4,725,000 7,724 SH SOLE 7,724 0 0
ALPHABET INC CAP STK CL A 02079K305 21,239,000 61,727 SH SOLE 61,727 0 0
AMAZON COM INC COM 023135106 20,806,000 83,508 SH SOLE 83,508 0 0
AMPHENOL CORP CL A 032095101 1,617,000 19,181 SH SOLE 19,181 0 0
APPLE INC COM 037833100 16,784,000 50,398 SH SOLE 50,398 0 0
APPLIED MATLS INC COM 038222105 3,491,000 6,826 SH SOLE 6,826 0 0
ARISTA NETWORKS INC COM SHS 040413205 2,182,000 10,720 SH SOLE 10,720 0 0
BANK OF AMER CORP COM 060505104 5,245,000 96,371 SH SOLE 96,371 0 0
BANK OF NY MELLON CORP COM 064058100 1,960,000 13,551 SH SOLE 13,551 0 0
BHP BILLITON LIMITED SPONSORED ADS 088606108 2,656,000 31,302 SH SOLE 31,302 0 0
BLACKROCK INC COM 09290D101 1,765,000 1,668 SH SOLE 1,668 0 0
BROADCOM INC COM 11135F101 7,647,000 21,775 SH SOLE 21,775 0 0
CSX CORP COM 126408103 2,804,000 60,278 SH SOLE 60,278 0 0
CATERPILLAR INC COM 149123101 4,035,000 4,977 SH SOLE 4,977 0 0
CHENIERE ENERGY INC COM NEW 16411R208 3,788,000 14,082 SH SOLE 14,082 0 0
CHEVRON CORPORATION COM 166764100 2,010,000 9,841 SH SOLE 9,841 0 0
CISCO SYS INC COM 17275R102 3,283,000 30,507 SH SOLE 30,507 0 0
CITIGROUP INC COM NEW 172967424 5,647,000 43,610 SH SOLE 43,610 0 0
CONOCOPHILLIPS COM 20825C104 3,672,000 29,344 SH SOLE 29,344 0 0
CORNING INC COM 219350105 2,072,000 13,474 SH SOLE 13,474 0 0
DANAHER CORP DEL COM 235851102 2,314,000 10,443 SH SOLE 10,443 0 0
DEERE & CO COM 244199105 3,614,000 5,382 SH SOLE 5,382 0 0
DEVON ENERGY CORP NEW COM 25179M103 2,676,000 58,132 SH SOLE 58,132 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,455,000 13,358 SH SOLE 13,358 0 0
EOG RES INC COM 26875P101 2,500,000 18,145 SH SOLE 18,145 0 0
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 3,623,000 22,264 SH SOLE 22,264 0 0
META PLATFORMS INC CL A 30303M102 11,179,000 15,416 SH SOLE 15,416 0 0
FRANKLIN TEMPLETON ETF TR FTSE TAIWAN 35473P686 10,863,000 99,432 SH SOLE 99,432 0 0
FRANKLIN TEMPLETON ETF TR FTSE SOUTH KOREA 35473P710 23,840,000 396,481 SH SOLE 396,481 0 0
FRANKLIN TEMPLETON ETF TR FTSE JAPAN ETF 35473P744 20,149,000 486,700 SH SOLE 486,700 0 0
FREEPORT MCMORAN INC CL B 35671D857 9,082,000 129,737 SH SOLE 129,737 0 0
GE VERNOVA INC COM 36828A101 1,582,000 1,664 SH SOLE 1,664 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 4,801,000 5,332 SH SOLE 5,332 0 0
INTEL CORP COM 458140100 2,699,000 22,447 SH SOLE 22,447 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 1,223,000 14,321 SH SOLE 14,321 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 2,277,000 5,599 SH SOLE 5,599 0 0
ISHARES TR CORE S&P500 ETF 464287200 21,589,000 28,190 SH SOLE 28,190 0 0
ISHARES INC CORE MSCI EMKT 46434G103 18,617,000 229,385 SH SOLE 229,385 0 0
JPMORGAN CHASE & CO COM 46625H100 9,003,000 27,212 SH SOLE 27,212 0 0
LAM RESEARCH CORP COM NEW 512807306 3,766,000 11,463 SH SOLE 11,463 0 0
ELI LILLY & CO COM 532457108 11,378,000 9,833 SH SOLE 9,833 0 0
MARVELL TECHNOLOGY INC COM 573874104 2,504,000 9,479 SH SOLE 9,479 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,742,000 6,785 SH SOLE 6,785 0 0
MERCK & CO INC COM 58933Y105 4,498,000 30,957 SH SOLE 30,957 0 0
MICROSOFT CORP COM 594918104 28,087,000 54,762 SH SOLE 54,762 0 0
MICRON TECHNOLOGY INC COM 595112103 11,224,000 10,538 SH SOLE 10,538 0 0
MORGAN STANLEY COM NEW 617446448 5,431,000 28,878 SH SOLE 28,878 0 0
NVIDIA CORPORATION COM 67066G104 28,018,000 122,683 SH SOLE 122,683 0 0
OCCIDENTAL PETE CORP COM 674599105 1,700,000 30,728 SH SOLE 30,728 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,687,000 7,590 SH SOLE 7,590 0 0
PALO ALTO NETWORKS INC COM 697435105 3,454,000 8,693 SH SOLE 8,693 0 0
STATE STR CORP COM 857477103 1,221,000 6,992 SH SOLE 6,992 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 18,099,000 39,675 SH SOLE 39,675 0 0
TECK RESOURCES LTD CL B 878742204 4,306,000 65,446 SH SOLE 65,446 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,563,000 6,759 SH SOLE 6,759 0 0
US BANCORP COM NEW 902973304 1,735,000 30,039 SH SOLE 30,039 0 0
UNION PAC CORP COM 907818108 3,480,000 12,787 SH SOLE 12,787 0 0
VALERO ENERGY CORP COM 91913Y100 2,642,000 6,815 SH SOLE 6,815 0 0
VISA INC COM CL A 92826C839 9,347,000 26,013 SH SOLE 26,013 0 0
WELLS FARGO & CO COM 949746101 2,819,000 35,215 SH SOLE 35,215 0 0
EATON CORP PLC SHS G29183103 3,340,000 7,773 SH SOLE 7,773 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 5,803,000 3,203 SH SOLE 3,203 0 0