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   1,710,911 11,478 SH   SOLE   11,478 0 0
ADOBE INC COM 00724F101   18,448,182 36,180 SH   SOLE   36,180 0 0
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106   6,924,353 228,150 SH   SOLE   228,150 0 0
AMAZON COM INC COM 023135106   24,969,546 196,425 SH   SOLE   196,425 0 0
AMERICAN TOWER CORP NEW COM 03027X100   2,607,355 15,855 SH   SOLE   15,855 0 0
AMGEN INC COM 031162100   268,760 1,000 SH   SOLE   1,000 0 0
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839   498,465 26,500 SH   SOLE   26,500 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   14,038,464 156,400 SH   SOLE   156,400 0 0
APPLE INC COM 037833100   34,443,514 201,177 SH   SOLE   201,177 0 0
BANK AMERICA CORP COM 060505104   2,614,790 95,500 SH   SOLE   95,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   595,510 1,700 SH   SOLE   1,700 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100   2,478,413 113,950 SH   SOLE   113,950 0 0
BLOCK INC CL A 852234103   442,600 10,000 SH   SOLE   10,000 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103   4,893,372 377,575 SH   SOLE   377,575 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101   3,419,553 117,988 SH   SOLE   117,988 0 0
CAMPBELL SOUP CO COM 134429109   410,800 10,000 SH   SOLE   10,000 0 0
CAMPING WORLD HLDGS INC CL A 13462K109   1,985,383 97,275 SH   SOLE   97,275 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   466,480 3,500 SH   SOLE   3,500 0 0
CHENIERE ENERGY INC COM NEW 16411R208   207,450 1,250 SH   SOLE   1,250 0 0
CHEVRON CORP NEW COM 166764100   987,776 5,858 SH   SOLE   5,858 0 0
CISCO SYS INC COM 17275R102   808,389 15,037 SH   SOLE   15,037 0 0
CONOCOPHILLIPS COM 20825C104   282,369 2,357 SH   SOLE   2,357 0 0
CONSTELLATION BRANDS INC CL A 21036P108   10,074,563 40,085 SH   SOLE   40,085 0 0
CVS HEALTH CORP COM 126650100   5,611,783 80,375 SH   SOLE   80,375 0 0
DAVITA INC COM 23918K108   330,855 3,500 SH   SOLE   3,500 0 0
DELL TECHNOLOGIES INC CL C 24703L202   3,289,975 47,750 SH   SOLE   47,750 0 0
DEVON ENERGY CORP NEW COM 25179M103   6,645,564 139,320 SH   SOLE   139,320 0 0
DIAMONDBACK ENERGY INC COM 25278X109   5,069,997 32,735 SH   SOLE   32,735 0 0
ENPHASE ENERGY INC COM 29355A107   594,743 4,950 SH   SOLE   4,950 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   5,760,017 210,450 SH   SOLE   210,450 0 0
EVERGY INC COM 30034W106   4,094,025 80,750 SH   SOLE   80,750 0 0
EXXON MOBIL CORP COM 30231G102   2,914,926 24,791 SH   SOLE   24,791 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,482,278 39,750 SH   SOLE   39,750 0 0
GENASYS INC COM 36872P103   74,370 37,000 SH   SOLE   37,000 0 0
GENERAC HLDGS INC COM 368736104   4,495,690 41,260 SH   SOLE   41,260 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   274,446 15,800 SH   SOLE   15,800 0 0
HP INC COM 40434L105   406,060 15,800 SH   SOLE   15,800 0 0
IDEXX LABS INC COM 45168D104   20,787,816 47,540 SH   SOLE   47,540 0 0
IHEARTMEDIA INC COM CL A 45174J509   31,600 10,000 SH   SOLE   10,000 0 0
ILLINOIS TOOL WKS INC COM 452308109   289,500 1,257 SH   SOLE   1,257 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   21,117,953 72,250 SH   SOLE   72,250 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   250,789 700 SH   SOLE   700 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   216,507 1,225 SH   SOLE   1,225 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   398,985 1,500 SH   SOLE   1,500 0 0
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203   255,769 5,450 SH   SOLE   5,450 0 0
JD.COM INC SPON ADR CL A 47215P106   2,984,077 102,440 SH   SOLE   102,440 0 0
JOHNSON CTLS INTL PLC SHS G51502105   658,899 12,383 SH   SOLE   12,383 0 0
JPMORGAN CHASE & CO COM 46625H100   8,929,752 61,576 SH   SOLE   61,576 0 0
KELLANOVA COM 487836108   391,160 7,000 SH   SOLE   7,000 0 0
KEURIG DR PEPPER INC COM 49271V100   688,636 21,813 SH   SOLE   21,813 0 0
KLA CORP COM NEW 482480100   4,133,444 9,012 SH   SOLE   9,012 0 0
MARKETAXESS HLDGS INC COM 57060D108   3,380,853 15,825 SH   SOLE   15,825 0 0
MARRIOTT INTL INC NEW CL A 571903202   3,455,525 17,580 SH   SOLE   17,580 0 0
MASTERCARD INCORPORATED CL A 57636Q104   11,182,676 28,245 SH   SOLE   28,245 0 0
MERCADOLIBRE INC COM 58733R102   4,083,841 3,221 SH   SOLE   3,221 0 0
MERCK & CO INC COM 58933Y105   4,934,908 47,935 SH   SOLE   47,935 0 0
MICROSOFT CORP COM 594918104   4,993,902 15,816 SH   SOLE   15,816 0 0
MORGAN STANLEY COM NEW 617446448   13,982,312 171,205 SH   SOLE   171,205 0 0
MSA SAFETY INC COM 553498106   472,950 3,000 SH   SOLE   3,000 0 0
MSCI INC COM 55354G100   16,544,265 32,245 SH   SOLE   32,245 0 0
MYMD PHARMACEUTICALS INC COM 62856X102   17,760 30,000 SH   SOLE   30,000 0 0
NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107   232,200 60,000 SH   SOLE   60,000 0 0
NUVEEN QUALITY MUNCP INCOME COM 67066V101   152,100 15,000 SH   SOLE   15,000 0 0
NVIDIA CORPORATION COM 67066G104   41,306,650 94,960 SH   SOLE   94,960 0 0
OGE ENERGY CORP COM 670837103   4,967,503 149,040 SH   SOLE   149,040 0 0
ON HLDG AG NAMEN AKT A H5919C104   1,007,780 36,225 SH   SOLE   36,225 0 0
ONEOK INC NEW COM 682680103   10,436,138 164,530 SH   SOLE   164,530 0 0
PALO ALTO NETWORKS INC COM 697435105   3,555,751 15,167 SH   SOLE   15,167 0 0
PAYCHEX INC COM 704326107   304,241 2,638 SH   SOLE   2,638 0 0
PAYCOM SOFTWARE INC COM 70432V102   17,735,364 68,405 SH   SOLE   68,405 0 0
PFIZER INC COM 717081103   239,322 7,215 SH   SOLE   7,215 0 0
PHILLIPS 66 COM 718546104   12,355,145 102,831 SH   SOLE   102,831 0 0
PIONEER NAT RES CO COM 723787107   3,219,439 14,025 SH   SOLE   14,025 0 0
PROGRESS SOFTWARE CORP COM 743312100   780,813 14,850 SH   SOLE   14,850 0 0
PRUDENTIAL FINL INC COM 744320102   4,882,091 51,450 SH   SOLE   51,450 0 0
PUBLIC STORAGE COM 74460D109   316,224 1,200 SH   SOLE   1,200 0 0
SALESFORCE INC COM 79466L302   14,234,142 70,195 SH   SOLE   70,195 0 0
SCHWAB CHARLES CORP COM 808513105   3,062,048 55,775 SH   SOLE   55,775 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   2,245,496 43,450 SH   SOLE   43,450 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   1,167,206 12,913 SH   SOLE   12,913 0 0
SERVICENOW INC COM 81762P102   1,680,793 3,007 SH   SOLE   3,007 0 0
SMUCKER J M CO COM NEW 832696405   448,622 3,650 SH   SOLE   3,650 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   211,019 630 SH   SOLE   630 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   256,488 600 SH   SOLE   600 0 0
SPDR SER TR PRTFLO S&P500 HI 78468R788   2,402,295 68,500 SH   SOLE   68,500 0 0
STARWOOD PPTY TR INC COM 85571B105   5,100,176 263,575 SH   SOLE   263,575 0 0
STONEX GROUP INC COM 861896108   1,211,500 12,500 SH   SOLE   12,500 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109   12,127,363 247,750 SH   SOLE   247,750 0 0
TESLA INC COM 88160R101   9,689,770 38,725 SH   SOLE   38,725 0 0
TEXAS ROADHOUSE INC COM 882681109   3,658,047 38,065 SH   SOLE   38,065 0 0
T-MOBILE US INC COM 872590104   5,887,002 42,035 SH   SOLE   42,035 0 0
UNITEDHEALTH GROUP INC COM 91324P102   13,032,303 25,848 SH   SOLE   25,848 0 0
WALMART INC COM 931142103   7,515,431 46,992 SH   SOLE   46,992 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   834,842 2,225 SH   SOLE   2,225 0 0
WESTERN ASSET MUN HIGH INCOM COM 95766N103   182,700 30,000 SH   SOLE   30,000 0 0
WILLIAMS COS INC COM 969457100   4,063,250 120,607 SH   SOLE   120,607 0 0