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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC COM 02079K107   39,192 278,094 SH   SOLE   0 0 278,094
AMAZON COM INC COM 023135106   8,408 55,335 SH   SOLE   0 0 55,335
APPLE INC COM 037833100   35,968 186,819 SH   SOLE   0 0 186,819
BLACKSTONE INC COM 09260D107   17,477 133,493 SH   SOLE   0 0 133,493
CAPITOL FED FINL INC COM 14057J101   1,290 200,000 SH   SOLE   0 0 200,000
CENTENE CORP DEL COM 15135B101   33,873 456,446 SH   SOLE   0 0 456,446
CHENIERE ENERGY INC COM 16411R208   3,158 18,500 SH   SOLE   0 0 18,500
CHEVRON CORP NEW COM 166764100   38,416 257,547 SH   SOLE   0 0 257,547
CHIPOTLE MEXICAN GRILL INC COM 169656105   33,801 14,780 SH   SOLE   0 0 14,780
CISCO SYS INC COM 17275R102   13,010 257,521 SH   SOLE   0 0 257,521
COSTAR GROUP INC COM 22160N109   30,487 348,860 SH   SOLE   0 0 348,860
COSTCO WHSL CORP NEW COM 22160K105   8,474 12,838 SH   SOLE   0 0 12,838
CROWN CASTLE INC COM 22822V101   13,306 115,512 SH   SOLE   0 0 115,512
DIAMONDBACK ENERGY INC COM 25278X109   14,560 93,889 SH   SOLE   0 0 93,889
DISNEY WALT CO COM 254687106   29,658 328,473 SH   SOLE   0 0 328,473
ELI LILLY & CO COM 532457108   17,320 29,713 SH   SOLE   0 0 29,713
EQT CORP COM 26884L109   30,822 797,262 SH   SOLE   0 0 797,262
FASTENAL CO COM 311900104   14,818 228,773 SH   SOLE   0 0 228,773
FLOOR & DECOR HLDGS INC CL A 339750101   20,554 184,245 SH   SOLE   0 0 184,245
HONEYWELL INTL INC COM 438516106   13,601 64,858 SH   SOLE   0 0 64,858
HUMANA INC COM 444859102   7,141 15,599 SH   SOLE   0 0 15,599
INTUITIVE SURGICAL INC COM 46120E602   7,464 22,125 SH   SOLE   0 0 22,125
ISHARES TR SELECT DIVD ETF ETF 464287168   536 4,573 SH   SOLE   0 0 4,573
JPMORGAN CHASE & CO COM 46625H100   15,985 93,975 SH   SOLE   0 0 93,975
LAUDER ESTEE COS INC COM 518439104   27,300 186,666 SH   SOLE   0 0 186,666
LOCKHEED MARTIN CORP COM 539830109   13,085 28,871 SH   SOLE   0 0 28,871
LOWES COS INC COM 548661107   13,246 59,518 SH   SOLE   0 0 59,518
LULULEMON ATHLETICA INC COM 550021109   15,565 30,443 SH   SOLE   0 0 30,443
LUMINAR TECHNOLOGIES INC COM 550424105   12,924 3,834,994 SH   SOLE   0 0 3,834,994
MASTERCARD INCORPORATED COM 57636Q104   7,403 17,356 SH   SOLE   0 0 17,356
MCDONALDS CORP COM 580135101   15,403 51,946 SH   SOLE   0 0 51,946
MICROSOFT CORP COM 594918104   31,206 82,985 SH   SOLE   0 0 82,985
MONOLITHIC PWR SYS INC COM 609839105   23,700 37,573 SH   SOLE   0 0 37,573
NEXTERA ENERGY INC COM 65339F101   11,444 188,410 SH   SOLE   0 0 188,410
NIKE INC COM 654106103   36,514 336,319 SH   SOLE   0 0 336,319
NORTHROP GRUMMAN CORP COM 666807102   24,924 53,240 SH   SOLE   0 0 53,240
NOVO-NORDISK A S ADR 670100205   49,978 483,110 SH   SOLE   0 0 483,110
NVIDIA CORPORATION COM 67066G104   10,213 20,624 SH   SOLE   0 0 20,624
NXP SEMICONDUCTORS N V COM N6596X109   8,053 35,060 SH   SOLE   0 0 35,060
OREILLY AUTOMOTIVE INC COM 67103H107   43,578 45,868 SH   SOLE   0 0 45,868
PAYCHEX INC COM 704326107   12,894 108,257 SH   SOLE   0 0 108,257
PEPSICO INC COM 713448108   12,896 75,932 SH   SOLE   0 0 75,932
PRICE T ROWE GROUP INC COM 74144T108   13,114 121,776 SH   SOLE   0 0 121,776
RTX CORPORATION COM 75513E101   12,753 151,564 SH   SOLE   0 0 151,564
S&P GLOBAL INC COM 78409V104   3,109 7,058 SH   SOLE   0 0 7,058
SHERWIN WILLIAMS CO COM 824348106   8,145 26,115 SH   SOLE   0 0 26,115
SNOWFLAKE INC COM 833445109   8,159 41,001 SH   SOLE   0 0 41,001
SOUTHERN COPPER CORP COM 84265V105   14,761 171,495 SH   SOLE   0 0 171,495
SPDR INDEX SHS FDS PORTFOLIO DEVLPD ETF 78463X889   364 10,703 SH   SOLE   0 0 10,703
SPDR INDEX SHS FDS PORTFOLIO EMG MKT ETF 78463X509   267 7,550 SH   SOLE   0 0 7,550
SPDR SERIES TRUST BLOOMBERG BRC ETF 78468R200   753 24,607 SH   SOLE   0 0 24,607
SPDR SER TR PRTFLO S&P 500 HI ETF 78468R788   342 8,720 SH   SOLE   0 0 8,720
SPDR SER TR PORTFOLIO S&P600 ETF 78468R853   367 8,705 SH   SOLE   0 0 8,705
SPDR SERIES TRUST PRTFLO S&P 500 ETF 78464A854   1,582 28,305 SH   SOLE   0 0 28,305
STARBUCKS CORP COM 855244109   12,526 130,466 SH   SOLE   0 0 130,466
TEXAS INSTRS INC COM 882508104   13,259 77,786 SH   SOLE   0 0 77,786
UNITED PARCEL SERVICE INC COM 911312106   12,358 78,599 SH   SOLE   0 0 78,599
UNITEDHEALTH GROUP INC COM 91324P102   56,298 106,934 SH   SOLE   0 0 106,934
VANGUARD TOTAL BD MRKT INDEX FDS ETF 921937835   220 2,990 SH   SOLE   0 0 2,990
VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769   483 2,034 SH   SOLE   0 0 2,034
VANGUARD INTL EQUITY ALL WRLD EX US ETF 922042775   318 5,669 SH   SOLE   0 0 5,669
VANGUARD WHITEHALL HIGH DIV YLD ETF 921946406   1,010 9,052 SH   SOLE   0 0 9,052
VISA INC COM 92826C839   7,822 30,044 SH   SOLE   0 0 30,044
WARNER BROS DISCOVERY INC COM 934423104   12,347 1,085,000 SH   SOLE   0 0 1,085,000
WILLIAMS COS INC COM 969457100   3,048 87,500 SH   SOLE   0 0 87,500