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
ABBVIE INC com 00287Y109   27,924,915 172,792 SH   SOLE   0 0 0
ALPHABET, INC. A com 02079k305   37,844,493 428,930 SH   SOLE   0 0 0
ALPHABET, INC. C com 02079k107   9,016,743 101,620 SH   SOLE   0 0 0
ALTRIA GROUP INC com 02209s103   504,409 11,035 SH   SOLE   0 0 0
AMAZON.COM INC com 023135106   34,905,780 415,545 SH   SOLE   0 0 0
APPLE INC com 037833100   162,768,248 1,252,738 SH   SOLE   0 0 0
ARCUTIS BIOTHERAPEUTICS INC com 03969k108   648,240 43,800 SH   SOLE   0 0 0
BANK OF AMERICA CORP com 060505104   3,807,408 114,958 SH   SOLE   0 0 0
BERKSHIRE HATHAWAY INC. CL B com 084670702   1,744,049 5,646 SH   SOLE   0 0 0
BICYCLE THERAPEUTICS com 088786108   310,800 10,500 SH   SOLE   0 0 0
BLACKSTONE INC com 09260D107   38,246,502 515,521 SH   SOLE   0 0 0
BRISTOL-MYERS SQUIBB com 110122108   7,446,609 103,497 SH   SOLE   0 0 0
BROOKFIELD CORPORATION com 11271j107   237,900 7,562 SH   SOLE   0 0 0
CANOO INC com 13803r102   126,075 102,500 SH   SOLE   0 0 0
CARRIER GLOBAL CORP com 14448C104   671,013 16,267 SH   SOLE   0 0 0
CBOE HOLDINGS INC com 12503M108   603,008 4,806 SH   SOLE   0 0 0
CHEVRON CORPORATION com 166764100   1,707,488 9,513 SH   SOLE   0 0 0
CISCO SYSTEMS INC com 17275R102   719,602 15,105 SH   SOLE   0 0 0
COMCAST CORP NEW CL A com 20030N101   751,855 21,500 SH   SOLE   0 0 0
CONOCOPHILLIPS com 20825C104   929,250 7,875 SH   SOLE   0 0 0
COSTCO WHOLESALE CORP com 22160k105   6,497,364 14,233 SH   SOLE   0 0 0
DANAHER CORP com 235851102   5,312,646 20,016 SH   SOLE   0 0 0
DEERE & CO com 244199105   1,421,339 3,315 SH   SOLE   0 0 0
DIAGEO PLC SPONSORED ADR com 25243Q205   4,515,334 25,340 SH   SOLE   0 0 0
DOCUSIGN INC com 256163106   649,799 11,725 SH   SOLE   0 0 0
EAGLE MATERIALS INC com 26969p108   225,845 1,700 SH   SOLE   0 0 0
EXTRA SPACE STORAGE INC com 30225t102   257,565 1,750 SH   SOLE   0 0 0
FERRARI com N3167Y103   578,394 2,700 SH   SOLE   0 0 0
FISERV INC com 337738108   422,472 4,180 SH   SOLE   0 0 0
FORD MOTOR COMPANY com 345370860   608,376 52,311 SH   SOLE   0 0 0
GENERAL DYNAMICS CORP com 369550108   1,700,794 6,855 SH   SOLE   0 0 0
GENERAL MOTORS CORP com 37045V100   1,550,972 46,105 SH   SOLE   0 0 0
GOLDMAN SACHS GROUP INC com 38141g104   230,064 670 SH   SOLE   0 0 0
GXO LOGISTICS INC com 36262g101   11,647,881 272,848 SH   SOLE   0 0 0
HCA HOLDINGS, INC. com 40412c101   572,304 2,385 SH   SOLE   0 0 0
HOME DEPOT INC com 437076102   22,788,035 72,146 SH   SOLE   0 0 0
HONEYWELL INTL INC com 438516106   11,885,078 55,460 SH   SOLE   0 0 0
ICAHN ENTERPRISES LP com 451100101   3,414,082 67,405 SH   SOLE   0 0 0
ILLINOIS TOOL WORKS com 452308109   462,630 2,100 SH   SOLE   0 0 0
IMMUNITYBIO INC com 45256x103   116,610 23,000 SH   SOLE   0 0 0
INTUIT INC com 461202103   284,909 732 SH   SOLE   0 0 0
INVESCO QQQ TRUST UNIT SER 1 ETF com 46090e103   1,744,134 6,550 SH   SOLE   0 0 0
ISHARES CORE MSCI EMERG ETF com 46434g103   235,835 5,050 SH   SOLE   0 0 0
ISHARES CORE S&P MIDCAP ETF com 464287507   818,313 3,383 SH   SOLE   0 0 0
ISHARES MSCI EAFE ETF com 464287465   1,179,879 17,975 SH   SOLE   0 0 0
ISHARES MSCI EMERGING MKTS ETF com 464287234   390,370 10,300 SH   SOLE   0 0 0
ISHARES NASDAQ BIOTECH INDEX com 464287556   385,992 2,940 SH   SOLE   0 0 0
JACOBS SOLUTIONS INC com 46982l108   1,564,512 13,030 SH   SOLE   0 0 0
JOHNSON & JOHNSON com 478160104   25,092,223 142,044 SH   SOLE   0 0 0
JPMORGAN CHASE & CO com 46625H100   32,303,214 240,889 SH   SOLE   0 0 0
LENNAR CORP CL A com 526057104   1,448,000 16,000 SH   SOLE   0 0 0
LOCKHEED MARTIN CORP com 539830109   2,082,663 4,281 SH   SOLE   0 0 0
MARRIOTT INTERNATIONAL com 571903202   253,113 1,700 SH   SOLE   0 0 0
MCDONALDS CORP. com 580135101   2,068,446 7,849 SH   SOLE   0 0 0
MERCK & CO INC com 58933y105   5,687,407 51,261 SH   SOLE   0 0 0
META PLATFORMS INC com 30303M102   10,242,739 85,115 SH   SOLE   0 0 0
MICROSOFT CORP com 594918104   36,129,122 150,651 SH   SOLE   0 0 0
MIRATI THERAPEUTICS com 60468t105   226,550 5,000 SH   SOLE   0 0 0
MONDELEZ INTERNATIONAL INC com 609207105   469,482 7,044 SH   SOLE   0 0 0
MOODY'S CORPORATION com 615369105   522,412 1,875 SH   SOLE   0 0 0
MSCI INC. com 55354g100   253,517 545 SH   SOLE   0 0 0
NEXTERA ENERGY INC com 65339F101   5,834,444 69,790 SH   SOLE   0 0 0
NVIDIA CORP com 67066g104   615,833 4,214 SH   SOLE   0 0 0
ORACLE CORP com 68389X105   2,578,488 31,545 SH   SOLE   0 0 0
PEPSICO INC com 713448108   370,353 2,050 SH   SOLE   0 0 0
PFIZER INC COM com 717081103   20,009,424 390,504 SH   SOLE   0 0 0
PHILIP MORRIS INT'L com 718172109   726,991 7,183 SH   SOLE   0 0 0
PJT PARTNERS INC com 69343t107   1,615,137 21,918 SH   SOLE   0 0 0
PLANET FITNESS INC CL A com 72703h101   1,221,400 15,500 SH   SOLE   0 0 0
PMV PHARMACEUTICALS com 69353y103   174,000 20,000 SH   SOLE   0 0 0
PROCTER & GAMBLE CO com 742718109   269,019 1,775 SH   SOLE   0 0 0
RAYTHEON TECHNOLOGIES CORP com 75513e101   17,329,074 171,710 SH   SOLE   0 0 0
RELAY THERAPEUTICS INC com 75943r102   149,400 10,000 SH   SOLE   0 0 0
RIVIAN AUTOMOTIVE INC-A com 76954a103   293,037 15,900 SH   SOLE   0 0 0
SHERWIN-WILLIAMS CO com 824348106   5,080,048 21,405 SH   SOLE   0 0 0
SHYFT GROUP INC com 825698103   248,600 10,000 SH   SOLE   0 0 0
STANDARD & POOR DEPOSITARY RECEIPTS com 78462F103   326,977 855 SH   SOLE   0 0 0
STARBUCKS CORP com 855244109   956,288 9,640 SH   SOLE   0 0 0
STRYKER CORPORATION com 863667101   23,984,957 98,102 SH   SOLE   0 0 0
TAIWAN SEMICONDUCTOR MFG CO LTD ADR com 874039100   250,807 3,367 SH   SOLE   0 0 0
TANGO THERAPEUTICS com 87583x109   72,500 10,000 SH   SOLE   0 0 0
TEXTRON INC com 883203101   491,918 6,948 SH   SOLE   0 0 0
TITAN INTL INC com 88830M102   41,777,655 2,727,001 SH   SOLE   0 0 0
TJX INC com 872540109   1,631,800 20,500 SH   SOLE   0 0 0
TYRA BIOSCIENCE INC com 90240b106   167,200 22,000 SH   SOLE   0 0 0
ULTA BEAUTY INC com 90384S303   2,317,205 4,940 SH   SOLE   0 0 0
UNION PACIFIC CORP com 907818108   414,140 2,000 SH   SOLE   0 0 0
VANGUARD MID-CAP ETF com 922908629   2,117,993 10,392 SH   SOLE   0 0 0
VANGUARD SMALL-CAP ETF com 922908751   7,399,965 40,318 SH   SOLE   0 0 0
VANGUARD TOTAL STOCK MKT ETF com 922908769   477,975 2,500 SH   SOLE   0 0 0
VILLAGE FARMS INTERNATIONAL INC com 92707y108   771,036 575,400 SH   SOLE   0 0 0
VISA INC CLASS A com 92826c839   26,253,384 126,364 SH   SOLE   0 0 0
WALT DISNEY CO com 254687106   2,044,199 23,529 SH   SOLE   0 0 0
WHIRLPOOL CORP com 963320106   520,148 3,677 SH   SOLE   0 0 0
XPO LOGISTICS com 983793100   10,485,617 314,978 SH   SOLE   0 0 0
ZOETIS INC com 98978V103   2,812,001 19,188 SH   SOLE   0 0 0