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   1,854,475 11,475 SH   SOLE   11,475 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   12,685,498 37,695 SH   SOLE   37,695 0 0
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106   8,180,747 238,020 SH   SOLE   238,020 0 0
AMAZON COM INC COM 023135106   16,770,600 199,650 SH   SOLE   199,650 0 0
AMERICAN TOWER CORP NEW COM 03027X100   3,973,434 18,755 SH   SOLE   18,755 0 0
AMGEN INC COM 031162100   262,640 1,000 SH   SOLE   1,000 0 0
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839   558,620 26,500 SH   SOLE   26,500 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   10,903,306 170,925 SH   SOLE   170,925 0 0
APPLE INC COM 037833100   28,311,097 217,895 SH   SOLE   217,895 0 0
BANK AMERICA CORP COM 060505104   1,134,360 34,250 SH   SOLE   34,250 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   937,422 2 SH   SOLE   2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   525,130 1,700 SH   SOLE   1,700 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100   2,405,124 113,610 SH   SOLE   113,610 0 0
BLOCK INC CL A 852234103   1,036,860 16,500 SH   SOLE   16,500 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101   3,854,009 124,363 SH   SOLE   124,363 0 0
CAMPBELL SOUP CO COM 134429109   567,500 10,000 SH   SOLE   10,000 0 0
CAMPING WORLD HLDGS INC CL A 13462K109   2,748,150 123,125 SH   SOLE   123,125 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   441,560 3,500 SH   SOLE   3,500 0 0
CHENIERE ENERGY INC COM NEW 16411R208   944,748 6,300 SH   SOLE   6,300 0 0
CHEVRON CORP NEW COM 166764100   1,045,529 5,825 SH   SOLE   5,825 0 0
CISCO SYS INC COM 17275R102   714,600 15,000 SH   SOLE   15,000 0 0
CONOCOPHILLIPS COM 20825C104   274,350 2,325 SH   SOLE   2,325 0 0
CONSTELLATION BRANDS INC CL A 21036P108   9,721,913 41,950 SH   SOLE   41,950 0 0
CORNERSTONE STRATEGIC VALUE COM 21924B302   386,925 52,500 SH   SOLE   52,500 0 0
CVS HEALTH CORP COM 126650100   7,140,684 76,625 SH   SOLE   76,625 0 0
DAVITA INC COM 23918K108   261,345 3,500 SH   SOLE   3,500 0 0
DELL TECHNOLOGIES INC CL C 24703L202   1,819,955 45,250 SH   SOLE   45,250 0 0
DEVON ENERGY CORP NEW COM 25179M103   7,675,218 124,780 SH   SOLE   124,780 0 0
DIAMONDBACK ENERGY INC COM 25278X109   4,394,058 32,125 SH   SOLE   32,125 0 0
ENPHASE ENERGY INC COM 29355A107   470,304 1,775 SH   SOLE   1,775 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   5,581,368 231,400 SH   SOLE   231,400 0 0
EVERGY INC COM 30034W106   5,481,203 87,100 SH   SOLE   87,100 0 0
EXXON MOBIL CORP COM 30231G102   2,490,023 22,575 SH   SOLE   22,575 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,634,000 43,000 SH   SOLE   43,000 0 0
GENASYS INC COM 36872P103   148,000 40,000 SH   SOLE   40,000 0 0
GENERAC HLDGS INC COM 368736104   3,523,100 35,000 SH   SOLE   35,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   252,168 15,800 SH   SOLE   15,800 0 0
HP INC COM 40434L105   424,546 15,800 SH   SOLE   15,800 0 0
IDEXX LABS INC COM 45168D104   20,803,920 50,995 SH   SOLE   50,995 0 0
ILLINOIS TOOL WKS INC COM 452308109   275,375 1,250 SH   SOLE   1,250 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   20,699,954 78,010 SH   SOLE   78,010 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   279,594 1,050 SH   SOLE   1,050 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   321,360 1,500 SH   SOLE   1,500 0 0
JD.COM INC SPON ADR CL A 47215P106   6,019,703 107,055 SH   SOLE   107,055 0 0
JOHNSON & JOHNSON COM 478160104   905,331 5,125 SH   SOLE   5,125 0 0
JPMORGAN CHASE & CO COM 46625H100   8,581,059 63,990 SH   SOLE   63,990 0 0
KELLOGG CO COM 487836108   498,680 7,000 SH   SOLE   7,000 0 0
KEURIG DR PEPPER INC COM 49271V100   775,605 21,750 SH   SOLE   21,750 0 0
KLA CORP COM NEW 482480100   3,348,026 8,880 SH   SOLE   8,880 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106   7,524,722 149,865 SH   SOLE   149,865 0 0
MARKETAXESS HLDGS INC COM 57060D108   4,803,880 17,225 SH   SOLE   17,225 0 0
MARRIOTT INTL INC NEW CL A 571903202   2,639,820 17,730 SH   SOLE   17,730 0 0
MASTERCARD INCORPORATED CL A 57636Q104   10,968,274 31,543 SH   SOLE   31,543 0 0
MERCADOLIBRE INC COM 58733R102   4,066,183 4,805 SH   SOLE   4,805 0 0
MERCK & CO INC COM 58933Y105   5,599,647 50,470 SH   SOLE   50,470 0 0
MICROSOFT CORP COM 594918104   3,615,287 15,075 SH   SOLE   15,075 0 0
MORGAN STANLEY COM NEW 617446448   15,582,466 183,280 SH   SOLE   183,280 0 0
MOSAIC CO NEW COM 61945C103   1,294,165 29,500 SH   SOLE   29,500 0 0
MSA SAFETY INC COM 553498106   432,570 3,000 SH   SOLE   3,000 0 0
MSCI INC COM 55354G100   16,727,513 35,960 SH   SOLE   35,960 0 0
MYMD PHARMACEUTICALS INC COM 62856X102   17,250 15,000 SH   SOLE   15,000 0 0
NUVEEN QUALITY MUNCP INCOME COM 67066V101   177,000 15,000 SH   SOLE   15,000 0 0
NVIDIA CORPORATION COM 67066G104   15,285,513 104,595 SH   SOLE   104,595 0 0
OGE ENERGY CORP COM 670837103   6,293,987 159,140 SH   SOLE   159,140 0 0
ONEOK INC NEW COM 682680103   5,782,914 88,020 SH   SOLE   88,020 0 0
PALO ALTO NETWORKS INC COM 697435105   2,093,100 15,000 SH   SOLE   15,000 0 0
PARAMOUNT GLOBAL 5.75% CONV PFD A 92556H305   359,165 14,500 SH   SOLE   14,500 0 0
PAYCHEX INC COM 704326107   303,345 2,625 SH   SOLE   2,625 0 0
PAYCOM SOFTWARE INC COM 70432V102   23,574,251 75,970 SH   SOLE   75,970 0 0
PFIZER INC COM 717081103   395,317 7,715 SH   SOLE   7,715 0 0
PHILLIPS 66 COM 718546104   11,759,999 112,990 SH   SOLE   112,990 0 0
PIONEER NAT RES CO COM 723787107   1,233,306 5,400 SH   SOLE   5,400 0 0
PROGRESS SOFTWARE CORP COM 743312100   749,183 14,850 SH   SOLE   14,850 0 0
PRUDENTIAL FINL INC COM 744320102   5,330,061 53,590 SH   SOLE   53,590 0 0
PUBLIC STORAGE COM 74460D109   336,228 1,200 SH   SOLE   1,200 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   6,824,715 67,625 SH   SOLE   67,625 0 0
SALESFORCE INC COM 79466L302   9,862,707 74,385 SH   SOLE   74,385 0 0
SCHWAB CHARLES CORP COM 808513105   4,462,736 53,600 SH   SOLE   53,600 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   971,800 20,000 SH   SOLE   20,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   1,373,279 15,700 SH   SOLE   15,700 0 0
SERVICENOW INC COM 81762P102   873,608 2,250 SH   SOLE   2,250 0 0
SMUCKER J M CO COM NEW 832696405   578,379 3,650 SH   SOLE   3,650 0 0
SOUTHWEST AIRLS CO COM 844741108   505,050 15,000 SH   SOLE   15,000 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   250,154 755 SH   SOLE   755 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   248,580 650 SH   SOLE   650 0 0
SPDR SER TR PRTFLO S&P500 HI 78468R788   1,979,000 50,000 SH   SOLE   50,000 0 0
STONEX GROUP INC COM 861896108   1,191,250 12,500 SH   SOLE   12,500 0 0
STORE CAP CORP COM 862121100   2,465,073 77,275 SH   SOLE   77,275 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109   11,202,768 259,925 SH   SOLE   259,925 0 0
TESLA INC COM 88160R101   4,867,458 39,515 SH   SOLE   39,515 0 0
TEXAS ROADHOUSE INC COM 882681109   4,096,388 45,040 SH   SOLE   45,040 0 0
T-MOBILE US INC COM 872590104   6,521,900 46,585 SH   SOLE   46,585 0 0
UNITEDHEALTH GROUP INC COM 91324P102   14,659,477 27,650 SH   SOLE   27,650 0 0
WALMART INC COM 931142103   6,928,568 48,865 SH   SOLE   48,865 0 0
WASTE MGMT INC DEL COM 94106L109   2,415,168 15,395 SH   SOLE   15,395 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   523,654 2,225 SH   SOLE   2,225 0 0
WESTERN ASSET MUN HIGH INCOM COM 95766N103   191,400 30,000 SH   SOLE   30,000 0 0
WILLIAMS COS INC COM 969457100   3,966,095 120,550 SH   SOLE   120,550 0 0