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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADIENT PLC COM G0084W101 14,426 301,290 SH   SOLE   0 0 301,290
ADOBE SYSTEMS INCORP COM 00724F101 90,163 159,000 SH   SOLE   0 0 159,000
ALPHABET INC COM 02079K107 118,374 40,909 SH   SOLE   0 0 40,909
AMAZON COM INC COM 023135106 95,792 28,729 SH   SOLE   0 0 28,729
APPLE INC COM 037833100 136,905 770,993 SH   SOLE   0 0 770,993
BAIDU INC SPON ADR 056752108 17,111 115,000 SH   SOLE   0 0 115,000
BLACKSTONE INC COM 09260D107 12,442 96,162 SH   SOLE   0 0 96,162
BOEING CO COM 097023105 10,066 50,000 SH   SOLE   0 0 50,000
BOOKING HOLDINGS INC COM 09857L108 86,060 35,870 SH   SOLE   0 0 35,870
CAPITOL FED FINL INC COM 14057J101 2,266 200,000 SH   SOLE   0 0 200,000
CENTENE CORP DEL COM 15135B101 70,069 850,347 SH   SOLE   0 0 850,347
CISCO SYS INC COM 17275R102 10,766 169,897 SH   SOLE   0 0 169,897
CITIGROUP INC COM 172967424 13,153 217,807 SH   SOLE   0 0 217,807
COMCAST CORP NEW COM 20030N101 8,004 159,028 SH   SOLE   0 0 159,028
COSTAR GROUP INC COM 22160N109 13,244 167,585 SH   SOLE   0 0 167,585
COSTCO WHSL CORP NEW COM 22160K105 2,947 5,191 SH   SOLE   0 0 5,191
COUPANG INC CL A 22266T109 71,280 2,426,156 SH   SOLE   0 0 2,426,156
CROWN CASTLE INTL CO COM 22822V101 11,687 55,986 SH   SOLE   0 0 55,986
DISNEY WALT CO COM 254687106 10,574 68,266 SH   SOLE   0 0 68,266
EBAY INC. COM 278642103 689 10,368 SH   SOLE   0 0 10,368
ELANCO ANIMAL HEALTH COM 28414H103 197,405 6,955,764 SH   SOLE   0 0 6,955,764
ENTERPRISE PRODS PAR COM 293792107 7,349 334,637 SH   SOLE   0 0 334,637
FRONTIER GROUP HLDGS COM 35909R108 828 61,033 SH   SOLE   0 0 61,033
HONEYWELL INTL INC COM 438516106 10,228 49,053 SH   SOLE   0 0 49,053
HUMANA INC COM 444859102 2,112 4,554 SH   SOLE   0 0 4,554
INTEL CORP COM 458140100 9,000 174,764 SH   SOLE   0 0 174,764
INTUITIVE SURGICAL I COM 46120E602 90,659 252,322 SH   SOLE   0 0 252,322
ISHARES TR SELECT DIVD ETF ETF 464287168 548 4,473 SH   SOLE   0 0 4,473
ISHARES TR CORE S&P SCP ETF 464287804 5,520 48,208 SH   SOLE   0 0 48,208
ISHARES TR RUS 200 GRW ETF 464287648 7,550 25,765 SH   SOLE   0 0 25,765
ISHARES TR RUSSELL 2000 ETF 464287655 22,890 102,900 SH   SOLE   0 0 102,900
JOHNSON & JOHNSON COM 478160104 9,927 58,026 SH   SOLE   0 0 58,026
JPMORGAN CHASE & CO COM 46625H100 42,716 269,758 SH   SOLE   0 0 269,758
LAS VEGAS SANDS CORP COM 517834107 663 17,617 SH   SOLE   0 0 17,617
LIBERTY BROADBAND COM SER C COM 530307305 17,152 106,470 SH   SOLE   0 0 106,470
LIBERTY MEDIA CORP D COM 531229607 11,044 217,188 SH   SOLE   0 0 217,188
LILLY ELI & CO COM 532457108 12,678 45,897 SH   SOLE   0 0 45,897
LOCKHEED MARTIN CORP COM 539830109 9,958 28,017 SH   SOLE   0 0 28,017
LOWES COS INC COM 548661107 13,364 51,702 SH   SOLE   0 0 51,702
LUMINAR TECHNOLOGIES COM 550424105 91,730 5,424,610 SH   SOLE   0 0 5,424,610
MASTERCARD INCORPORA COM 57636Q104 2,173 6,047 SH   SOLE   0 0 6,047
MCDONALDS CORP COM 580135101 11,615 43,328 SH   SOLE   0 0 43,328
MICROSOFT CORP COM 594918104 108,323 322,083 SH   SOLE   0 0 322,083
NIKE INC COM 654106103 17,488 104,927 SH   SOLE   0 0 104,927
NVIDIA CORPORATION COM 67066G104 3,412 11,602 SH   SOLE   0 0 11,602
NXP SEMICONDUCTORS N COM N6596X109 2,566 11,267 SH   SOLE   0 0 11,267
OGE ENERGY CORP COM 670837103 9,489 247,241 SH   SOLE   0 0 247,241
OREILLY AUTOMOTIVE I COM 67103H107 77,735 110,070 SH   SOLE   0 0 110,070
PAYCHEX INC COM 704326107 12,382 90,708 SH   SOLE   0 0 90,708
PEPSICO INC COM 713448108 11,258 64,812 SH   SOLE   0 0 64,812
PRICE T ROWE GROUP I COM 74144T108 10,230 52,022 SH   SOLE   0 0 52,022
PROCORE TECHNOLOGIES COM 74275K108 33,759 422,143 SH   SOLE   0 0 422,143
PROTERRA INC COM 74374T109 7,824 886,078 SH   SOLE   0 0 886,078
RAYTHEON TECHNOLOGIE COM 75513E101 10,075 117,065 SH   SOLE   0 0 117,065
S&P GLOBAL INC COM 78409V104 15,754 33,383 SH   SOLE   0 0 33,383
SCHLUMBERGER LTD COM 806857108 11,172 373,023 SH   SOLE   0 0 373,023
SCHWAB CHARLES CORP COM 808513105 6,837 81,300 SH   SOLE   0 0 81,300
SNOWFLAKE INC COM 833445109 40,189 118,640 SH   SOLE   0 0 118,640
SPDR INDEX SHS FDS PORTFOLIO EMG MKT ETF 78463X509 267 6,426 SH   SOLE   0 0 6,426
SPDR INDEX SHS FDS PORTFOLIO DEVLPD ETF 78463X889 374 10,258 SH   SOLE   0 0 10,258
SPDR S&P 500 ETF TR ETF 78462F103 353 743 SH   SOLE   0 0 743
SPDR SERIES TRUST BLOOMBERG BRC ETF 78468R200 990 32,378 SH   SOLE   0 0 32,378
SPDR SERIES TRUST PRTFLO S&P 500 ETF 78464A854 1,258 22,528 SH   SOLE   0 0 22,528
SPDR SER TR PRTFLO S&P 500 HI ETF 78468R788 243 5,771 SH   SOLE   0 0 5,771
SPDR SER TR PORTFOLIO S&P600 ETF 78468R853 238 5,316 SH   SOLE   0 0 5,316
STARBUCKS CORP COM 855244109 11,129 95,148 SH   SOLE   0 0 95,148
STELLANTIS N.V SHS N82405106 13,931 742,610 SH   SOLE   0 0 742,610
TEXAS INSTRS INC COM 882508104 10,458 55,488 SH   SOLE   0 0 55,488
UNITED PARCEL SERVIC COM 911312106 11,339 52,903 SH   SOLE   0 0 52,903
UNITEDHEALTH GROUP I COM 91324P102 125,160 249,254 SH   SOLE   0 0 249,254
VANGUARD BD INDEX FD TOTAL BND MRKT ETF 921937835 314 3,710 SH   SOLE   0 0 3,710
VANGUARD INDEX FDS S&P 500 ETF ETF 922908363 247 566 SH   SOLE   0 0 566
VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769 3,662 15,169 SH   SOLE   0 0 15,169
VANGUARD INTL EQUITY ALL WRLD EX US ETF 922042775 379 6,177 SH   SOLE   0 0 6,177
VANGUARD SCOTTSDALE RUS2000IDX ETF 92206C664 713 7,938 SH   SOLE   0 0 7,938
VANGUARD WHITEHALL HIGH DIV YLD ETF 921946406 1,993 17,777 SH   SOLE   0 0 17,777
VEEVA SYS INC COM 922475108 7,326 28,677 SH   SOLE   0 0 28,677
VERIZON COMMUNICATIO COM 92343V104 9,879 190,119 SH   SOLE   0 0 190,119
VISA INC COM 92826C839 2,088 9,633 SH   SOLE   0 0 9,633
ZILLOW GROUP INC COM 98954M200 3,011 47,151 SH   SOLE   0 0 47,151