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   1,542,659 11,450 SH   SOLE   11,450 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   18,192,873 37,205 SH   SOLE   37,205 0 0
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106   7,627,387 237,170 SH   SOLE   237,170 0 0
AMAZON COM INC COM 023135106   26,283,835 201,625 SH   SOLE   201,625 0 0
AMERICAN TOWER CORP NEW COM 03027X100   3,443,405 17,755 SH   SOLE   17,755 0 0
AMGEN INC COM 031162100   222,020 1,000 SH   SOLE   1,000 0 0
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839   530,265 26,500 SH   SOLE   26,500 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   12,112,937 157,700 SH   SOLE   157,700 0 0
APPLE INC COM 037833100   40,519,363 208,895 SH   SOLE   208,895 0 0
BANK AMERICA CORP COM 060505104   2,811,620 98,000 SH   SOLE   98,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   579,700 1,700 SH   SOLE   1,700 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100   2,327,078 111,825 SH   SOLE   111,825 0 0
BLOCK INC CL A 852234103   998,550 15,000 SH   SOLE   15,000 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103   2,312,525 198,500 SH   SOLE   198,500 0 0
BOEING CO COM 097023105   211,160 1,000 SH   SOLE   1,000 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101   4,399,637 120,538 SH   SOLE   120,538 0 0
CAMPBELL SOUP CO COM 134429109   457,100 10,000 SH   SOLE   10,000 0 0
CAMPING WORLD HLDGS INC CL A 13462K109   3,608,238 119,875 SH   SOLE   119,875 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   439,670 3,500 SH   SOLE   3,500 0 0
CHENIERE ENERGY INC COM NEW 16411R208   799,890 5,250 SH   SOLE   5,250 0 0
CHEVRON CORP NEW COM 166764100   916,564 5,825 SH   SOLE   5,825 0 0
CISCO SYS INC COM 17275R102   776,100 15,000 SH   SOLE   15,000 0 0
CONOCOPHILLIPS COM 20825C104   240,893 2,325 SH   SOLE   2,325 0 0
CONSTELLATION BRANDS INC CL A 21036P108   10,170,092 41,320 SH   SOLE   41,320 0 0
CVS HEALTH CORP COM 126650100   5,552,867 80,325 SH   SOLE   80,325 0 0
DAVITA INC COM 23918K108   351,645 3,500 SH   SOLE   3,500 0 0
DELL TECHNOLOGIES INC CL C 24703L202   2,719,028 50,250 SH   SOLE   50,250 0 0
DEVON ENERGY CORP NEW COM 25179M103   7,637,478 157,995 SH   SOLE   157,995 0 0
DIAMONDBACK ENERGY INC COM 25278X109   4,352,614 33,135 SH   SOLE   33,135 0 0
ENPHASE ENERGY INC COM 29355A107   452,196 2,700 SH   SOLE   2,700 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   5,598,058 212,450 SH   SOLE   212,450 0 0
EVERGY INC COM 30034W106   4,937,951 84,525 SH   SOLE   84,525 0 0
EXXON MOBIL CORP COM 30231G102   2,592,769 24,175 SH   SOLE   24,175 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,720,000 43,000 SH   SOLE   43,000 0 0
GENASYS INC COM 36872P103   104,000 40,000 SH   SOLE   40,000 0 0
GENERAC HLDGS INC COM 368736104   6,127,006 41,085 SH   SOLE   41,085 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   265,440 15,800 SH   SOLE   15,800 0 0
HP INC COM 40434L105   485,218 15,800 SH   SOLE   15,800 0 0
IDEXX LABS INC COM 45168D104   24,767,472 49,315 SH   SOLE   49,315 0 0
ILLINOIS TOOL WKS INC COM 452308109   312,700 1,250 SH   SOLE   1,250 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   25,654,049 75,025 SH   SOLE   75,025 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   258,594 700 SH   SOLE   700 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   248,133 1,325 SH   SOLE   1,325 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   412,770 1,500 SH   SOLE   1,500 0 0
JD.COM INC SPON ADR CL A 47215P106   3,828,191 112,165 SH   SOLE   112,165 0 0
JPMORGAN CHASE & CO COM 46625H100   9,063,094 62,315 SH   SOLE   62,315 0 0
KELLOGG CO COM 487836108   471,800 7,000 SH   SOLE   7,000 0 0
KEURIG DR PEPPER INC COM 49271V100   680,123 21,750 SH   SOLE   21,750 0 0
KLA CORP COM NEW 482480100   4,442,783 9,160 SH   SOLE   9,160 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106   7,590 121,790 SH   SOLE   121,790 0 0
MARKETAXESS HLDGS INC COM 57060D108   4,333,037 16,575 SH   SOLE   16,575 0 0
MARRIOTT INTL INC NEW CL A 571903202   3,229,270 17,580 SH   SOLE   17,580 0 0
MASTERCARD INCORPORATED CL A 57636Q104   11,658,395 29,643 SH   SOLE   29,643 0 0
MERCADOLIBRE INC COM 58733R102   3,826,258 3,230 SH   SOLE   3,230 0 0
MERCK & CO INC COM 58933Y105   5,653,533 48,995 SH   SOLE   48,995 0 0
MICROSOFT CORP COM 594918104   5,354,992 15,725 SH   SOLE   15,725 0 0
MORGAN STANLEY COM NEW 617446448   15,218,707 178,205 SH   SOLE   178,205 0 0
MSA SAFETY INC COM 553498106   521,880 3,000 SH   SOLE   3,000 0 0
MSCI INC COM 55354G100   15,472,491 32,970 SH   SOLE   32,970 0 0
MYMD PHARMACEUTICALS INC COM 62856X102   22,500 15,000 SH   SOLE   15,000 0 0
NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107   155,600 40,000 SH   SOLE   40,000 0 0
NUVEEN QUALITY MUNCP INCOME COM 67066V101   169,050 15,000 SH   SOLE   15,000 0 0
NVIDIA CORPORATION COM 67066G104   41,728,808 98,645 SH   SOLE   98,645 0 0
OGE ENERGY CORP COM 670837103   5,580,953 155,415 SH   SOLE   155,415 0 0
ON HLDG AG NAMEN AKT A H5919C104   589,050 17,850 SH   SOLE   17,850 0 0
ONEOK INC NEW COM 682680103   5,353,901 86,745 SH   SOLE   86,745 0 0
PALO ALTO NETWORKS INC COM 697435105   3,928,466 15,375 SH   SOLE   15,375 0 0
PAYCHEX INC COM 704326107   293,659 2,625 SH   SOLE   2,625 0 0
PAYCOM SOFTWARE INC COM 70432V102   24,472,063 76,180 SH   SOLE   76,180 0 0
PFIZER INC COM 717081103   282,986 7,715 SH   SOLE   7,715 0 0
PHILLIPS 66 COM 718546104   10,543,305 110,540 SH   SOLE   110,540 0 0
PIONEER NAT RES CO COM 723787107   2,947,136 14,225 SH   SOLE   14,225 0 0
PROGRESS SOFTWARE CORP COM 743312100   862,785 14,850 SH   SOLE   14,850 0 0
PRUDENTIAL FINL INC COM 744320102   4,796,963 54,375 SH   SOLE   54,375 0 0
PUBLIC STORAGE COM 74460D109   350,256 1,200 SH   SOLE   1,200 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   6,573,116 67,100 SH   SOLE   67,100 0 0
SALESFORCE INC COM 79466L302   15,357,546 72,695 SH   SOLE   72,695 0 0
SCHWAB CHARLES CORP COM 808513105   3,427,723 60,475 SH   SOLE   60,475 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   3,159,576 50,400 SH   SOLE   50,400 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   1,034,918 12,750 SH   SOLE   12,750 0 0
SERVICENOW INC COM 81762P102   1,685,910 3,000 SH   SOLE   3,000 0 0
SMUCKER J M CO COM NEW 832696405   538,996 3,650 SH   SOLE   3,650 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   233,818 680 SH   SOLE   680 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   288,132 650 SH   SOLE   650 0 0
SPDR SER TR PRTFLO S&P500 HI 78468R788   2,577,060 69,500 SH   SOLE   69,500 0 0
STARWOOD PPTY TR INC COM 85571B105   3,781,060 194,900 SH   SOLE   194,900 0 0
STONEX GROUP INC COM 861896108   1,038,500 12,500 SH   SOLE   12,500 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109   10,887,822 249,950 SH   SOLE   249,950 0 0
TESLA INC COM 88160R101   10,536,243 40,250 SH   SOLE   40,250 0 0
TEXAS ROADHOUSE INC COM 882681109   4,989,723 44,440 SH   SOLE   44,440 0 0
T-MOBILE US INC COM 872590104   6,248,417 44,985 SH   SOLE   44,985 0 0
UNITEDHEALTH GROUP INC COM 91324P102   13,013,328 27,075 SH   SOLE   27,075 0 0
WALMART INC COM 931142103   7,480,196 47,590 SH   SOLE   47,590 0 0
WASTE MGMT INC DEL COM 94106L109   2,539,736 14,645 SH   SOLE   14,645 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   850,996 2,225 SH   SOLE   2,225 0 0
WESTERN ASSET MUN HIGH INCOM COM 95766N103   196,500 30,000 SH   SOLE   30,000 0 0
WILLIAMS COS INC COM 969457100   3,933,547 120,550 SH   SOLE   120,550 0 0