The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| CHUBB LIMITED | COM | H1467J104 | 6,855,484 | 24,785 | SH | SOLE | 0 | 0 | 24,785 | |||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 3,283,936 | 38,697 | SH | SOLE | 0 | 0 | 38,697 | |||
| ALPHABET INC | CAP STK CL A | 02079K305 | 38,158,890 | 200,864 | SH | SOLE | 0 | 0 | 200,864 | |||
| AMAZON COM INC | COM | 023135106 | 41,103,579 | 186,518 | SH | SOLE | 0 | 0 | 186,518 | |||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 16,486,138 | 226,375 | SH | SOLE | 0 | 0 | 226,375 | |||
| APPLE INC | COM | 037833100 | 30,815,574 | 122,644 | SH | SOLE | 0 | 0 | 122,644 | |||
| THE CIGNA GROUP | COM | 125523100 | 5,638,797 | 20,378 | SH | SOLE | 0 | 0 | 20,378 | |||
| D R HORTON INC | COM | 23331A109 | 22,295,403 | 159,355 | SH | SOLE | 0 | 0 | 159,355 | |||
| META PLATFORMS INC | CL A | 30303M102 | 42,854,306 | 72,828 | SH | SOLE | 0 | 0 | 72,828 | |||
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | 4,543,867 | 43,078 | SH | SOLE | 0 | 0 | 43,078 | |||
| ISHARES TR | NATIONAL MUN ETF | 464288414 | 9,221,903 | 86,550 | SH | SOLE | 0 | 0 | 86,550 | |||
| LENNAR CORP | CL A | 526057104 | 12,988,202 | 95,146 | SH | SOLE | 0 | 0 | 95,146 | |||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 595,024 | 1,130 | SH | SOLE | 0 | 0 | 1,130 | |||
| MCKESSON CORP | COM | 58155Q103 | 26,629,537 | 46,621 | SH | SOLE | 0 | 0 | 46,621 | |||
| MICROSOFT CORP | COM | 594918104 | 29,654,230 | 70,037 | SH | SOLE | 0 | 0 | 70,037 | |||
| MICRON TECHNOLOGY INC | COM | 595112103 | 11,580,284 | 136,337 | SH | SOLE | 0 | 0 | 136,337 | |||
| NETFLIX INC | COM | 64110L106 | 6,545,897 | 7,312 | SH | SOLE | 0 | 0 | 7,312 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 20,124,614 | 149,393 | SH | SOLE | 0 | 0 | 149,393 | |||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 14,320,592 | 72,513 | SH | SOLE | 0 | 0 | 72,513 | |||
| VISA INC | COM CL A | 92826C839 | 1,453,784 | 4,600 | SH | SOLE | 0 | 0 | 4,600 | |||
| WORKDAY INC | CL A | 98138H101 | 1,083,726 | 4,200 | SH | SOLE | 0 | 0 | 4,200 | |||