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
ABBOTT LABS COM 002824100 BBG001S5N9M6 1,299,714 11,400 SH   SOLE   0 0 11,400
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 5,432,910 27,511 SH   SOLE   0 0 27,511
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 356,874 2,175 SH   SOLE   0 0 2,175
ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 2,941,719 11,567 SH   SOLE   0 0 11,567
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 10,549,719 63,610 SH   SOLE   0 0 63,610
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 494,046 2,955 SH   SOLE   0 0 2,955
AMAZON COM INC COM 023135106 BBG001S5PQL7 11,421,843 61,299 SH   SOLE   0 0 61,299
AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 2,644,394 11,371 SH   SOLE   0 0 11,371
AMGEN INC COM 031162100 BBG001S5NNL6 434,984 1,350 SH   SOLE   0 0 1,350
APPLE INC COM 037833100 BBG001S5N8V8 9,605,241 41,224 SH   SOLE   0 0 41,224
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 7,286,898 36,065 SH   SOLE   0 0 36,065
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 2,822,646 10,200 SH   SOLE   0 0 10,200
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 470,208 11,850 SH   SOLE   0 0 11,850
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 1,346,261 2,925 SH   SOLE   0 0 2,925
BLACKBERRY LTD COM 09228F103 BBG001S60618 372,564 142,200 SH   SOLE   0 0 142,200
BLACKSTONE INC COM 09260D107 BBG001S7H949 3,837,438 25,060 SH   SOLE   0 0 25,060
BOEING CO COM 097023105 BBG001S5P0V3 1,997,349 13,137 SH   SOLE   0 0 13,137
BROADCOM INC COM 11135F101 BBG00KHY5SY8 7,321,325 42,442 SH   SOLE   0 0 42,442
CATERPILLAR INC COM 149123101 BBG001S5PJ06 1,662,260 4,250 SH   SOLE   0 0 4,250
CHART INDS INC COM 16115Q308 BBG001SQV7W4 2,851,620 22,971 SH   SOLE   0 0 22,971
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 247,855 1,683 SH   SOLE   0 0 1,683
CHUBB LIMITED COM H1467J104 BBG001S8S1L3 983,410 3,410 SH   SOLE   0 0 3,410
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG001S5PW43 798,125 62,500 SH   SOLE   0 0 62,500
COCA COLA CO COM 191216100 BBG001S5SMQ8 3,502,433 48,740 SH   SOLE   0 0 48,740
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 669,323 755 SH   SOLE   0 0 755
COTY INC COM CL A 222070203 BBG001S8GLM1 293,907 31,300 SH   SOLE   0 0 31,300
DIGITAL RLTY TR INC COM 253868103 BBG001SM0K30 3,898,012 24,087 SH   SOLE   0 0 24,087
DISNEY WALT CO COM 254687106 BBG001S5QHF3 4,841,345 50,331 SH   SOLE   0 0 50,331
DOMINION ENERGY INC COM 25746U109 BBG001S5QCP3 445,445 7,708 SH   SOLE   0 0 7,708
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 1,413,002 12,255 SH   SOLE   0 0 12,255
EATON CORP PLC SHS G29183103 BBG001S5QZ45 5,725,848 17,276 SH   SOLE   0 0 17,276
EXACT SCIENCES CORP COM 30063P105 BBG001SGCLB9 3,938,562 57,818 SH   SOLE   0 0 57,818
EXELON CORP COM 30161N101 BBG001SBJMT2 1,047,569 25,834 SH   SOLE   0 0 25,834
EXPEDIA GROUP INC COM NEW 30212P303 BBG001SP8VM0 4,653,009 31,435 SH   SOLE   0 0 31,435
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 858,871 7,327 SH   SOLE   0 0 7,327
FEDEX CORP COM 31428X106 BBG001S5R3M5 1,928,076 7,045 SH   SOLE   0 0 7,045
FIRST SOLAR INC COM 336433107 BBG001S991Z7 6,595,194 26,440 SH   SOLE   0 0 26,440
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 2,486,016 49,800 SH   SOLE   0 0 49,800
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 4,724,653 50,343 SH   SOLE   0 0 50,343
GENERAL MTRS CO COM 37045V100 BBG001SM1DK6 661,390 14,750 SH   SOLE   0 0 14,750
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 1,223,058 14,588 SH   SOLE   0 0 14,588
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 821,883 1,660 SH   SOLE   0 0 1,660
HOME DEPOT INC COM 437076102 BBG001S5RTW7 4,022,098 9,926 SH   SOLE   0 0 9,926
HOWARD HUGHES HOLDINGS INC COM 44267T102 BBG01HTMDZ63 700,742 9,050 SH   SOLE   0 0 9,050
ILLUMINA INC COM 452327109 BBG001SF4NY1 1,004,027 7,699 SH   SOLE   0 0 7,699
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 3,737,578 16,906 SH   SOLE   0 0 16,906
ISHARES TR GL CLEAN ENE ETF 464288224 BBG001S7XDQ8 525,035 35,741 SH   SOLE   0 0 35,741
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 580,337 1,546 SH   SOLE   0 0 1,546
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 279,765 1,474 SH   SOLE   0 0 1,474
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 3,343,440 20,631 SH   SOLE   0 0 20,631
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 3,982,390 18,886 SH   SOLE   0 0 18,886
KENVUE INC COM 49177J102 BBG01C79X614 2,449,334 105,894 SH   SOLE   0 0 105,894
KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 2,612,118 74,398 SH   SOLE   0 0 74,398
LINDE PLC SHS G54950103 BBG01FND0CH6 717,674 1,505 SH   SOLE   0 0 1,505
MCDONALDS CORP COM 580135101 BBG001S5T110 2,310,445 7,587 SH   SOLE   0 0 7,587
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 4,122,187 45,787 SH   SOLE   0 0 45,787
MERCK & CO INC COM 58933Y105 BBG001S5TC52 4,827,598 42,511 SH   SOLE   0 0 42,511
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 10,033,728 17,528 SH   SOLE   0 0 17,528
MICROSOFT CORP COM 594918104 BBG001S5TD05 6,630,572 15,409 SH   SOLE   0 0 15,409
NETFLIX INC COM 64110L106 BBG001SF6L46 3,983,970 5,617 SH   SOLE   0 0 5,617
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 4,966,888 58,759 SH   SOLE   0 0 58,759
NIKE INC CL B 654106103 BBG001S6NTK2 3,392,350 38,375 SH   SOLE   0 0 38,375
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1,303,658 10,735 SH   SOLE   0 0 10,735
ORACLE CORP COM 68389X105 BBG001S5SJG6 5,146,716 30,204 SH   SOLE   0 0 30,204
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 2,959,600 37,929 SH   SOLE   0 0 37,929
PEPSICO INC COM 713448108 BBG001S695T1 222,766 1,310 SH   SOLE   0 0 1,310
PFIZER INC COM 717081103 BBG001S5V466 3,113,312 107,578 SH   SOLE   0 0 107,578
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 2,965,557 17,122 SH   SOLE   0 0 17,122
QUALCOMM INC COM 747525103 BBG001S6VS70 5,653,831 33,248 SH   SOLE   0 0 33,248
SALESFORCE INC COM 79466L302 BBG001SDLP09 4,033,117 14,735 SH   SOLE   0 0 14,735
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 BBG00L5F9FV7 1,940,255 21,463 SH   SOLE   0 0 21,463
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 857,454 18,920 SH   SOLE   0 0 18,920
SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 563,430 4,160 SH   SOLE   0 0 4,160
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 BBG00B597137 248,276 5,558 SH   SOLE   0 0 5,558
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 2,100,278 10,482 SH   SOLE   0 0 10,482
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 213,974 2,578 SH   SOLE   0 0 2,578
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 1,357,378 8,813 SH   SOLE   0 0 8,813
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 2,898,758 12,840 SH   SOLE   0 0 12,840
SERVICE CORP INTL COM 817565104 BBG001S5WBJ5 235,330 2,982 SH   SOLE   0 0 2,982
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 846,296 1,475 SH   SOLE   0 0 1,475
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 1,369,071 14,912 SH   SOLE   0 0 14,912
SPDR SER TR BLOOMBERG INVT 78468R200 BBG0029J2J00 308,778 10,009 SH   SOLE   0 0 10,009
SPDR SER TR S&P BIOTECH 78464A870 BBG001SQDKG3 641,508 6,493 SH   SOLE   0 0 6,493
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 2,305,496 14,999 SH   SOLE   0 0 14,999
TARGET CORP COM 87612E106 BBG001SC0K41 297,069 1,906 SH   SOLE   0 0 1,906
TESLA INC COM 88160R101 BBG001SQKGD7 266,863 1,020 SH   SOLE   0 0 1,020
TJX COS INC NEW COM 872540109 BBG001S5WQ93 5,308,546 45,164 SH   SOLE   0 0 45,164
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 7,976,280 106,124 SH   SOLE   0 0 106,124
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 2,590,187 18,998 SH   SOLE   0 0 18,998
VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 453,056 1,600 SH   SOLE   0 0 1,600
VICI PPTYS INC COM 925652109 BBG00HVVB4B6 3,101,380 93,107 SH   SOLE   0 0 93,107
VISA INC COM CL A 92826C839 BBG001SRCFY3 4,113,680 14,962 SH   SOLE   0 0 14,962
WALMART INC COM 931142103 BBG001S5XH92 2,954,906 36,593 SH   SOLE   0 0 36,593
WELLTOWER INC COM 95040Q104 BBG001S5RTQ4 416,098 3,250 SH   SOLE   0 0 3,250
WILLIAMS COS INC COM 969457100 BBG001S5XH10 1,625,140 35,600 SH   SOLE   0 0 35,600
WORKDAY INC CL A 98138H101 BBG001T21KQ7 1,418,556 5,804 SH   SOLE   0 0 5,804
WYNN RESORTS LTD COM 983134107 BBG001SJZ2V8 551,310 5,750 SH   SOLE   0 0 5,750
ZOETIS INC CL A 98978V103 BBG0039320P7 292,288 1,496 SH   SOLE   0 0 1,496