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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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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
ABBVIE INC COM 00287Y109   3,129,663 15,848 SH   SOLE   15,848 0 0
ALPHABET INC CAP STK CL A 02079K305   2,758,749 16,634 SH   SOLE   16,634 0 0
APPLE INC COM 037833100   3,012,224 12,928 SH   SOLE   12,928 0 0
BROWN & BROWN INC COM 115236101   3,127,062 30,184 SH   SOLE   30,184 0 0
CARLISLE COS INC COM 142339100   6,056,334 13,466 SH   SOLE   13,466 0 0
COSTCO WHSL CORP NEW COM 22160K105   3,264,167 3,682 SH   SOLE   3,682 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   284,156 6,270 SH   SOLE   6,270 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   7,115,721 14,372 SH   SOLE   14,372 0 0
GRUPO FINANCIERO GALICIA SA SPONSORED ADR 399909100   896,517 21,300 SH   SOLE   21,300 0 0
HILTON WORLDWIDE HOLDINGS INC COM 43300A203   3,488,157 15,133 SH   SOLE   15,133 0 0
INTERACTIVE BROKERS GROUP INC COM CL A 45841N107   6,808,293 48,854 SH   SOLE   48,854 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104   3,153,845 19,633 SH   SOLE   19,633 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   5,782,248 11,770 SH   SOLE   11,770 0 0
ISHARES CHINA LARGE-CAP ETF CHINA LG-CAP ETF 464287184   2,590,388 81,510 SH   SOLE   81,510 0 0
ISHARES CORE S&P SMALL-CAP ETF CORE S&P SCP ETF 464287804   3,819,329 32,655 SH   SOLE   32,655 0 0
ISHARES MSCI INDIA ETF MSCI INDIA ETF 46429B598   2,071,260 35,388 SH   SOLE   35,388 0 0
ISHARES MSCI JAPAN ETF MSCI JPN ETF NEW 46434G822   1,898,672 26,540 SH   SOLE   26,540 0 0
ISHARES MSCI MALAYSIA ETF MSCI MLY ETF NEW 46434G814   73,441 2,715 SH   SOLE   2,715 0 0
ISHARES MSCI SINGAPORE ETF MSCI SINGPOR ETF 46434G780   108,535 4,900 SH   SOLE   4,900 0 0
JPMORGAN CHASE & CO COM 46625H100   2,718,829 12,894 SH   SOLE   12,894 0 0
KKR & CO INC COM 48251W104   7,825,007 59,925 SH   SOLE   59,925 0 0
META PLATFORMS INC CL A 30303M102   3,151,855 5,506 SH   SOLE   5,506 0 0
NVIDIA CORP COM 67066G104   5,595,834 46,079 SH   SOLE   46,079 0 0
PARKER-HANNIFIN CORP COM 701094104   5,846,862 9,254 SH   SOLE   9,254 0 0
SEA LTD SPONSORD ADS 81141R100   1,554,677 16,490 SH   SOLE   16,490 0 0
SPDR S&P 500 ETF TRUST TR UNIT 78462F103   6,721,598 11,715 SH   SOLE   11,715 0 0
SPDR S&P BIOTECH ETF S&P BIOTECH 78464A870   7,584,777 76,769 SH   SOLE   76,769 0 0
T-MOBILE US INC COM 872590104   2,961,679 14,352 SH   SOLE   14,352 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   3,194,583 8,218 SH   SOLE   8,218 0 0
UNITED RENTALS INC COM 911363109   6,667,317 8,234 SH   SOLE   8,234 0 0
VANGUARD VALUE ETF VALUE ETF 922908744   2,969,436 17,010 SH   SOLE   17,010 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   3,007,672 6,467 SH   SOLE   6,467 0 0