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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100   314,098 2,755 SH   SOLE   2,755 0 0
ADOBE INC COM 00724F101   2,632,394 5,084 SH   SOLE   5,084 0 0
ADVANCED MICRO DEVICES INC COM 007903107   11,785,538 71,828 SH   SOLE   71,828 0 0
AIR LEASE CORP CL A 00912X302   795,111 17,556 SH   SOLE   17,556 0 0
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104   438,164 11,804 SH   SOLE   11,804 0 0
ALPHABET INC CAP STK CL A 02079K305   916,321 5,525 SH   SOLE   5,525 0 0
ALPHABET INC CAP STK CL C 02079k107   26,659,959 159,459 SH   SOLE   159,459 0 0
AMAZON COM INC COM 023135106   25,736,831 138,125 SH   SOLE   138,125 0 0
APPLE INC COM 037833100   19,507,130 83,722 SH   SOLE   83,722 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   20,881,833 133,995 SH   SOLE   133,995 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   1,537,235 5,555 SH   SOLE   5,555 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   14,119,856 30,678 SH   SOLE   30,678 0 0
BOOKING HOLDINGS INC COM 09857L108   9,628,915 2,286 SH   SOLE   2,286 0 0
BROADCOM INC COM 11135F101   17,384,221 100,778 SH   SOLE   100,778 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202   232,390 6,837 SH   SOLE   6,837 0 0
CHEVRON CORP NEW COM 166764100   507,345 3,445 SH   SOLE   3,445 0 0
CORNING INC COM 219350105   1,219,050 27,000 SH   SOLE   27,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   8,212,723 29,282 SH   SOLE   29,282 0 0
D R HORTON INC COM 23331A109   19,623,747 102,866 SH   SOLE   102,866 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   1,113,196 38,241 SH   SOLE   38,241 0 0
EQUINIX INC COM 29444U700   484,646 546 SH   SOLE   546 0 0
EXXON MOBIL CORP COM 30231G102   1,429,850 12,198 SH   SOLE   12,198 0 0
GENERAL AMERN INVS CO INC COM 368802104   1,867,826 34,841 SH   SOLE   34,841 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   2,203,735 4,451 SH   SOLE   4,451 0 0
HEALTHEQUITY INC COM 42226A107   6,019,576 73,544 SH   SOLE   73,544 0 0
HESS CORP COM 42809H107   506,534 3,730 SH   SOLE   3,730 0 0
ICICI BANK LIMITED ADR 45104G104   6,993,702 234,295 SH   SOLE   234,295 0 0
IN8BIO INC COM 45674E109   9,114 33,756 SH   SOLE   33,756 0 0
INOZYME PHARMA INC COM 45790W108   1,147,075 219,326 SH   SOLE   219,326 0 0
INTUIT COM 461202103   15,282,189 24,609 SH   SOLE   24,609 0 0
ISHARES TR CONV BD ETF 46435G102   2,428,438 29,024 SH   SOLE   29,024 0 0
JOHNSON & JOHNSON COM 478160104   1,046,097 6,455 SH   SOLE   6,455 0 0
JPMORGAN CHASE & CO. COM 46625H100   6,821,743 32,352 SH   SOLE   32,352 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105   239,809 1,130 SH   SOLE   1,130 0 0
MCDONALDS CORP COM 580135101   334,961 1,100 SH   SOLE   1,100 0 0
META PLATFORMS INC CL A 30303M102   15,502,826 27,082 SH   SOLE   27,082 0 0
MICROSOFT CORP COM 594918104   39,533,401 91,874 SH   SOLE   91,874 0 0
MOLINA HEALTHCARE INC COM 60855R100   10,045,302 29,154 SH   SOLE   29,154 0 0
MSCI INC COM 55354G100   11,187,608 19,192 SH   SOLE   19,192 0 0
NETFLIX INC COM 64110L106   214,200 302 SH   SOLE   302 0 0
NVIDIA CORPORATION COM 67066G104   31,723,650 261,229 SH   SOLE   261,229 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   11,142,882 9,676 SH   SOLE   9,676 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   3,986,287 140,908 SH   SOLE   140,908 0 0
SERVICENOW INC COM 81762P102   9,697,871 10,843 SH   SOLE   10,843 0 0
SPDR GOLD TR GOLD SHS 78463V107   342,958 1,411 SH   SOLE   1,411 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   203,111 354 SH   SOLE   354 0 0
SPDR SER TR S&P METALS MNG 78464A755   339,755 5,332 SH   SOLE   5,332 0 0
SPDR SER TR OILGAS EQUIP 78468R549   299,576 3,709 SH   SOLE   3,709 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   8,961,893 51,603 SH   SOLE   51,603 0 0
T-MOBILE US INC COM 872590104   20,517,774 99,427 SH   SOLE   99,427 0 0
UBER TECHNOLOGIES INC COM 90353T100   7,890,748 104,986 SH   SOLE   104,986 0 0
UNITEDHEALTH GROUP INC COM 91324P102   16,857,513 28,832 SH   SOLE   28,832 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   547,946 1,038 SH   SOLE   1,038 0 0
VISA INC COM CL A 92826C839   16,729,345 60,845 SH   SOLE   60,845 0 0