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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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   9,093 57,059 SH   SOLE   57,059 0 0
Accenture Ltd Bermuda Cl A COM g1151c101   899 3,147 SH   SOLE   3,147 0 0
Adobe Inc COM 00724f101   4,990 12,949 SH   SOLE   12,949 0 0
Advanced Micro Devices Inc COM 007903107   4,152 42,361 SH   SOLE   42,361 0 0
Albemarle Corp COM 012653101   4,346 19,660 SH   SOLE   19,660 0 0
Alphabet Inc Cap Stock Cl A COM 02079k305   9,897 95,410 SH   SOLE   95,410 0 0
Amazon.com Inc COM 023135106   8,489 82,183 SH   SOLE   82,183 0 0
American Express Co COM 025816109   1,214 7,362 SH   SOLE   7,362 0 0
Amplify ETF Tr Cwp Enhanced Di COM 032108409   496 13,990 SH   SOLE   13,990 0 0
Analog Devices Inc COM 032654105   1,000 5,070 SH   SOLE   5,070 0 0
Apollo Global Mgmt Inc COM 03769m106   2,990 47,338 SH   SOLE   47,338 0 0
Apple Inc COM 037833100   10,663 64,663 SH   SOLE   64,663 0 0
Applied Materials Inc COM 038222105   2,511 20,443 SH   SOLE   20,443 0 0
Autodesk Inc COM 052769106   257 1,233 SH   SOLE   1,233 0 0
Automatic Data Processing Inc COM 053015103   1,781 8,000 SH   SOLE   8,000 0 0
AutoZone Inc COM 053332102   6,890 2,803 SH   SOLE   2,803 0 0
Axcelis Technologies Inc COM 054540208   1,630 12,235 SH   SOLE   12,235 0 0
Blackstone Group Inc Cl A COM 09260d107   386 4,400 SH   SOLE   4,400 0 0
Boeing Co COM 097023105   664 3,125 SH   SOLE   3,125 0 0
Booking Holdings Inc COM 09857l108   4,395 1,657 SH   SOLE   1,657 0 0
Bristol Myers Squibb Co COM 110122108   624 9,000 SH   SOLE   9,000 0 0
Broadcom Inc Com COM 11135f101   2,752 4,289 SH   SOLE   4,289 0 0
Bunge Limited COM g16962105   688 7,200 SH   SOLE   7,200 0 0
Caterpillar Inc COM 149123101   971 4,242 SH   SOLE   4,242 0 0
Cboe Global Markets Inc COM 12503m108   278 2,070 SH   SOLE   2,070 0 0
Chevron Corp COM 166764100   6,341 38,862 SH   SOLE   38,862 0 0
Cintas Corp COM 172908105   1,871 4,044 SH   SOLE   4,044 0 0
Coca-Cola Co COM 191216100   868 14,000 SH   SOLE   14,000 0 0
Colgate Palmolive Co COM 194162103   676 9,000 SH   SOLE   9,000 0 0
Costco Wholesale Corp COM 22160k105   3,347 6,737 SH   SOLE   6,737 0 0
CSX Corp COM 126408103   830 27,730 SH   SOLE   27,730 0 0
Cummins Inc COM 231021106   1,419 5,940 SH   SOLE   5,940 0 0
D R Horton Inc COM 23331a109   825 8,440 SH   SOLE   8,440 0 0
Deere & Co COM 244199105   1,898 4,596 SH   SOLE   4,596 0 0
Devon Energy Corp COM 25179m103   5,106 100,892 SH   SOLE   100,892 0 0
Diamondback Energy Inc COM 25278x109   4,568 33,795 SH   SOLE   33,795 0 0
Disney Walt Co Disney COM 254687106   2,055 20,520 SH   SOLE   20,520 0 0
Dow Inc COM 260557103   1,194 21,789 SH   SOLE   21,789 0 0
Eli Lilly & Co COM 532457108   3,385 9,857 SH   SOLE   9,857 0 0
EOG Resources Inc COM 26875p101   725 6,329 SH   SOLE   6,329 0 0
Evercore Partners Inc Class A COM 29977a105   3,260 28,254 SH   SOLE   28,254 0 0
Exxon Mobil Corp COM 30231g102   1,419 12,939 SH   SOLE   12,939 0 0
Ferrari NV COM n3167y103   747 2,760 SH   SOLE   2,760 0 0
Fortinet Inc COM 34959e109   1,626 24,460 SH   SOLE   24,460 0 0
Freeport-McMoran Inc COM 35671d857   2,010 49,135 SH   SOLE   49,135 0 0
General Dynamics Corp COM 369550108   293 1,285 SH   SOLE   1,285 0 0
Gxo Logistics Incorporated COM 36262g101   2,836 56,212 SH   SOLE   56,212 0 0
Healthequity Inc COM 42226a107   241 4,100 SH   SOLE   4,100 0 0
Home Depot Inc COM 437076102   7,012 23,760 SH   SOLE   23,760 0 0
Honeywell Intl Inc COM 438516106   1,220 6,383 SH   SOLE   6,383 0 0
Inmode Ltd COM m5425m103   3,264 102,130 SH   SOLE   102,130 0 0
Intercontinental Exchange Inc COM 45866f104   2,916 27,965 SH   SOLE   27,965 0 0
Intuitive Surgical Inc COM 46120e602   4,129 16,163 SH   SOLE   16,163 0 0
Johnson & Johnson COM 478160104   5,856 37,779 SH   SOLE   37,779 0 0
JPMorgan Chase & Co COM 46625h100   284 2,178 SH   SOLE   2,178 0 0
Keysight Technologies Inc COM 49338l103   565 3,500 SH   SOLE   3,500 0 0
KLA-Tencor Corp COM 482480100   4,578 11,469 SH   SOLE   11,469 0 0
L3harris Technologies Inc COM 502431109   517 2,632 SH   SOLE   2,632 0 0
Lam Research Corp COM 512807108   1,321 2,492 SH   SOLE   2,492 0 0
Lauder Estee Cos Inc Cl A COM 518439104   3,787 15,365 SH   SOLE   15,365 0 0
Linde PLC COM g54950103   4,332 12,189 SH   SOLE   12,189 0 0
Lockheed Martin Corp COM 539830109   2,187 4,626 SH   SOLE   4,626 0 0
Marathon Petroleum Corp COM 56585a102   1,735 12,868 SH   SOLE   12,868 0 0
Marriott Intl Inc Cl A COM 571903202   719 4,330 SH   SOLE   4,330 0 0
Marvell Technology Inc COM 573874104   465 10,750 SH   SOLE   10,750 0 0
MasterCard Inc Cl A COM 57636q104   1,468 4,039 SH   SOLE   4,039 0 0
Merck & Co Inc COM 58933y105   2,695 25,330 SH   SOLE   25,330 0 0
Meta Platforms Inc Cl A COM 30303m102   6,262 29,546 SH   SOLE   29,546 0 0
Micron Technology Inc COM 595112103   1,673 27,731 SH   SOLE   27,731 0 0
Microsoft Corp COM 594918104   13,420 46,549 SH   SOLE   46,549 0 0
Moderna Inc COM 60770k107   663 4,317 SH   SOLE   4,317 0 0
Mongodb Inc Cl A COM 60937p106   2,669 11,450 SH   SOLE   11,450 0 0
Monster Beverage Corp COM 61174x109   437 8,088 SH   SOLE   8,088 0 0
Morgan Stanley COM 617446448   2,572 29,293 SH   SOLE   29,293 0 0
Motorola Solutions Inc COM 620076307   343 1,200 SH   SOLE   1,200 0 0
NASDAQ Inc COM 631103108   638 11,676 SH   SOLE   11,676 0 0
Netflix Inc COM 64110l106   1,029 2,979 SH   SOLE   2,979 0 0
Nextera Energy Inc COM 65339f101   925 12,000 SH   SOLE   12,000 0 0
Nike Inc Cl B COM 654106103   1,651 13,462 SH   SOLE   13,462 0 0
Northrop Grumman Corp COM 666807102   694 1,504 SH   SOLE   1,504 0 0
Nova Measuring Instruments Ltd COM m7516k103   655 6,265 SH   SOLE   6,265 0 0
NVIDIA Corp COM 67066g104   6,097 21,950 SH   SOLE   21,950 0 0
NXP Semiconductors NV COM n6596x109   4,164 22,332 SH   SOLE   22,332 0 0
Occidental Petroleum Corp COM 674599105   1,030 16,500 SH   SOLE   16,500 0 0
ON Semiconductor Corp COM 682189105   3,427 41,630 SH   SOLE   41,630 0 0
Onto Innovation Inc COM 683344105   1,473 16,767 SH   SOLE   16,767 0 0
Owl Rock Capital Corporation COM 69121k104   576 45,650 SH   SOLE   45,650 0 0
Palo Alto Networks Inc COM 697435105   3,856 19,303 SH   SOLE   19,303 0 0
Parker Hannifin Corp COM 701094104   353 1,050 SH   SOLE   1,050 0 0
Paypal Holdings Inc COM 70450y103   2,576 33,923 SH   SOLE   33,923 0 0
Philip Morris Intl Inc COM 718172109   250 2,570 SH   SOLE   2,570 0 0
Pioneer Natural Resources Co COM 723787107   2,259 11,059 SH   SOLE   11,059 0 0
Price T Rowe Group Inc COM 74144t108   1,141 10,104 SH   SOLE   10,104 0 0
Procter & Gamble Co COM 742718109   921 6,192 SH   SOLE   6,192 0 0
Raytheon Technologies Corp COM 75513e101   2,607 26,625 SH   SOLE   26,625 0 0
Regeneron Pharmaceuticals COM 75886f107   3,092 3,763 SH   SOLE   3,763 0 0
S&P Global Inc COM 78409v104   1,845 5,352 SH   SOLE   5,352 0 0
Salesforce.com Inc COM 79466l302   683 3,417 SH   SOLE   3,417 0 0
ServiceNow Inc COM 81762p102   668 1,438 SH   SOLE   1,438 0 0
Sherwin Williams Co COM 824348106   1,843 8,200 SH   SOLE   8,200 0 0
Snowflake Inc Cl A COM 833445109   523 3,392 SH   SOLE   3,392 0 0
SPS Communications Inc COM 78463m107   350 2,300 SH   SOLE   2,300 0 0
Teradyne Inc COM 880770102   409 3,805 SH   SOLE   3,805 0 0
Tesla Motors Inc COM 88160r101   2,300 11,085 SH   SOLE   11,085 0 0
Thermo Fisher Scientific Inc COM 883556102   7,265 12,604 SH   SOLE   12,604 0 0
Trane Technologies PLC COM g8994e103   736 4,000 SH   SOLE   4,000 0 0
United Parcel Service Inc Cl B COM 911312106   720 3,711 SH   SOLE   3,711 0 0
United Rentals Inc COM 911363109   5,091 12,863 SH   SOLE   12,863 0 0
UnitedHealth Group Inc COM 91324p102   8,221 17,395 SH   SOLE   17,395 0 0
Valero Energy Corp COM 91913y100   1,242 8,897 SH   SOLE   8,897 0 0
Veeva Systems Inc Cl A COM 922475108   761 4,141 SH   SOLE   4,141 0 0
Vertex Pharmaceuticals Inc COM 92532f100   1,858 5,896 SH   SOLE   5,896 0 0
Workday Inc Cl A COM 98138h101   379 1,835 SH   SOLE   1,835 0 0
Wynn Resorts Ltd COM 983134107   326 2,915 SH   SOLE   2,915 0 0
XPO Inc COM 983793100   319 10,015 SH   SOLE   10,015 0 0
Adyen NV Unsponsred ADS COM 00783v104   221 13,960 SH   SOLE   13,960 0 0
Evolution Gaming Group Ab ADR COM 30051e104   769 5,745 SH   SOLE   5,745 0 0
LVMH Moet Hennessy Louis Vuitt COM 502441306   3,917 21,350 SH   SOLE   21,350 0 0
Novo-Nordisk A/S ADR COM 670100205   408 2,565 SH   SOLE   2,565 0 0
Sony Group Corporation Sp ADR COM 835699307   667 7,356 SH   SOLE   7,356 0 0
Taiwan Semiconductor Mfg Ltd S COM 874039100   529 5,690 SH   SOLE   5,690 0 0
Direxion Daily Semiconductor 3 COM 25459w458   459 25,104 SH   SOLE   25,104 0 0
Kraneshares Tr Csi Chi Interne COM 500767306   531 17,040 SH   SOLE   17,040 0 0
SPDR S&P 500 ETF TR COM 78462f103   543 1,326 SH   SOLE   1,326 0 0
Vanguard S&P 500 ETF COM 922908363   216 575 SH   SOLE   575 0 0
Legg Mason ClearBridge Equity MUTUAL FUND 52469h636   289 10,714 SH   SOLE   10,714 0 0
PIMCO Global StocksPLUS Income MUTUAL FUND 722011103   77 10,428 SH   SOLE   10,428 0 0
Sound Shore Fund Inc MUTUAL FUND 836083105   285 7,998 SH   SOLE   7,998 0 0
Brookfield Infrast Partners LP MLP g16252101   253 7,500 SH   SOLE   7,500 0 0
Plains All American Pipeline L BOND 726503105   224 18,000 SH   SOLE   18,000 0 0
Gaming & Leisure Properties In REIT 36467j108   566 10,870 SH   SOLE   10,870 0 0
Iron Mountain Inc REIT 46284v101   948 17,915 SH   SOLE   17,915 0 0
Simon Property Group Inc REIT 828806109   1,286 11,485 SH   SOLE   11,485 0 0
W P Carey Inc COM 92936u109   2,112 27,275 SH   SOLE   27,275 0 0