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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADIENT PLC COM G0084W101 6,769 166,031 SH   SOLE   0 0 166,031
ADOBE SYSTEMS INCORPORATED COM 00724F101 79,643 174,801 SH   SOLE   0 0 174,801
ALPHABET INC COM 02079K107 115,172 41,236 SH   SOLE   0 0 41,236
AMAZON COM INC COM 023135106 127,255 39,036 SH   SOLE   0 0 39,036
APPLE INC COM 037833100 133,538 764,781 SH   SOLE   0 0 764,781
BAIDU INC SPON ADR 056752108 15,215 115,000 SH   SOLE   0 0 115,000
BALL CORP COM 058498106 39,150 435,000 SH   SOLE   0 0 435,000
BERKSHIRE HATHAWAY INC DEL COM 084670702 30,790 87,247 SH   SOLE   0 0 87,247
BLACKSTONE INC COM 09260D107 12,151 95,719 SH   SOLE   0 0 95,719
BOEING CO COM 097023105 9,575 50,000 SH   SOLE   0 0 50,000
BOOKING HOLDINGS INC COM 09857L108 84,918 36,159 SH   SOLE   0 0 36,159
CAPITOL FED FINL INC COM 14057J101 2,176 200,000 SH   SOLE   0 0 200,000
CARVANA CO COM 146869102 39,601 331,970 SH   SOLE   0 0 331,970
CATERPILLAR INC COM 149123101 30,415 136,500 SH   SOLE   0 0 136,500
CENTENE CORP DEL COM 15135B101 72,152 857,013 SH   SOLE   0 0 857,013
CISCO SYS INC COM 17275R102 9,799 175,739 SH   SOLE   0 0 175,739
COMCAST CORP NEW COM 20030N101 6,810 145,451 SH   SOLE   0 0 145,451
COSTAR GROUP INC COM 22160N109 13,056 196,003 SH   SOLE   0 0 196,003
COSTCO WHSL CORP NEW COM 22160K105 3,080 5,348 SH   SOLE   0 0 5,348
COUPANG INC CL A 22266T109 37,944 2,146,156 SH   SOLE   0 0 2,146,156
CROWN CASTLE INTL CORP NEW COM 22822V101 10,781 58,401 SH   SOLE   0 0 58,401
DISCOVERY INC COM 25470F302 7,035 281,743 SH   SOLE   0 0 281,743
DISNEY WALT CO COM 254687106 9,485 69,153 SH   SOLE   0 0 69,153
ELANCO ANIMAL HEALTH INC COM 28414H103 180,565 6,920,863 SH   SOLE   0 0 6,920,863
ELECTRONIC ARTS INC COM 285512109 26,188 207,000 SH   SOLE   0 0 207,000
ENTERPRISE PRODS PARTNERS L COM 293792107 8,451 327,442 SH   SOLE   0 0 327,442
HONEYWELL INTL INC COM 438516106 9,885 50,803 SH   SOLE   0 0 50,803
HUMANA INC COM 444859102 2,440 5,606 SH   SOLE   0 0 5,606
INTEL CORP COM 458140100 9,495 191,583 SH   SOLE   0 0 191,583
INTUITIVE SURGICAL INC COM 46120E602 82,143 272,286 SH   SOLE   0 0 272,286
ISHARES TR SELECT DIVD ETF ETF 464287168 573 4,473 SH   SOLE   0 0 4,473
JOHNSON & JOHNSON COM 478160104 9,874 55,715 SH   SOLE   0 0 55,715
JPMORGAN CHASE & CO COM 46625H100 37,035 271,678 SH   SOLE   0 0 271,678
LAS VEGAS SANDS CORP COM 517834107 752 19,342 SH   SOLE   0 0 19,342
LIBERTY BROADBAND COM SER C COM 530307305 10,317 76,238 SH   SOLE   0 0 76,238
LIBERTY MEDIA CORP DEL COM 531229607 8,812 192,702 SH   SOLE   0 0 192,702
LILLY ELI & CO COM 532457108 13,257 46,294 SH   SOLE   0 0 46,294
LOCKHEED MARTIN CORP COM 539830109 12,651 28,662 SH   SOLE   0 0 28,662
LOWES COS INC COM 548661107 10,501 51,935 SH   SOLE   0 0 51,935
LUMINAR TECHNOLOGIES INC COM 550424105 84,787 5,424,610 SH   SOLE   0 0 5,424,610
MASTERCARD INCORPORATED COM 57636Q104 2,698 7,548 SH   SOLE   0 0 7,548
MCDONALDS CORP COM 580135101 10,836 43,821 SH   SOLE   0 0 43,821
MICRON TECHNOLOGY INC COM 595112103 4,890 62,786 SH   SOLE   0 0 62,786
MICROSOFT CORP COM 594918104 98,314 318,881 SH   SOLE   0 0 318,881
NETFLIX INC COM 64110L106 5,020 13,400 SH   SOLE   0 0 13,400
NIKE INC COM 654106103 17,157 127,505 SH   SOLE   0 0 127,505
NOVO-NORDISK A S ADR 670100205 54,316 489,111 SH   SOLE   0 0 489,111
NVIDIA CORPORATION COM 67066G104 3,538 12,968 SH   SOLE   0 0 12,968
NXP SEMICONDUCTORS N V COM N6596X109 2,680 14,479 SH   SOLE   0 0 14,479
OGE ENERGY CORP COM 670837103 9,338 228,980 SH   SOLE   0 0 228,980
OREILLY AUTOMOTIVE INC COM 67103H107 72,782 106,258 SH   SOLE   0 0 106,258
PAYCHEX INC COM 704326107 12,826 93,986 SH   SOLE   0 0 93,986
PEPSICO INC COM 713448108 11,006 65,754 SH   SOLE   0 0 65,754
PRICE T ROWE GROUP INC COM 74144T108 8,504 56,250 SH   SOLE   0 0 56,250
PROTERRA INC COM 74374T109 6,663 886,078 SH   SOLE   0 0 886,078
RAYTHEON TECHNOLOGIES CORP COM 75513E101 11,703 118,129 SH   SOLE   0 0 118,129
S&P GLOBAL INC COM 78409V104 10,177 24,811 SH   SOLE   0 0 24,811
SCHLUMBERGER LTD COM 806857108 9,543 231,019 SH   SOLE   0 0 231,019
SCHWAB CHARLES CORP COM 808513105 9,353 110,931 SH   SOLE   0 0 110,931
SHOPIFY INC COM 82509L107 18,927 28,000 SH   SOLE   0 0 28,000
SNOWFLAKE INC COM 833445109 16,766 73,173 SH   SOLE   0 0 73,173
SPDR INDEX SHS FDS PORTFOLIO EMG MKT ETF 78463X509 308 7,974 SH   SOLE   0 0 7,974
SPDR INDEX SHS FDS PORTFOLIO DEVLPD ETF 78463X889 414 12,067 SH   SOLE   0 0 12,067
SPDR S&P 500 ETF TR ETF 78462F103 3,325 7,362 SH   SOLE   0 0 7,362
SPDR SERIES TRUST BLOOMBERG BRC ETF 78468R200 1,076 35,303 SH   SOLE   0 0 35,303
SPDR SER TR PRTFLO S&P 500 HI ETF 78468R788 330 7,502 SH   SOLE   0 0 7,502
SPDR SER TR PORTFOLIO S&P600 ETF 78468R853 283 6,727 SH   SOLE   0 0 6,727
SPDR SERIES TRUST PRTFLO S&P 500 ETF 78464A854 1,602 30,147 SH   SOLE   0 0 30,147
STARBUCKS CORP COM 855244109 9,068 99,680 SH   SOLE   0 0 99,680
STELLANTIS N.V SHS N82405106 12,082 742,610 SH   SOLE   0 0 742,610
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2,026 13,177 SH   SOLE   0 0 13,177
TEXAS INSTRS INC COM 882508104 10,554 57,523 SH   SOLE   0 0 57,523
UNITED PARCEL SERVICE INC COM 911312106 11,417 53,235 SH   SOLE   0 0 53,235
UNITEDHEALTH GROUP INC COM 91324P102 124,257 243,656 SH   SOLE   0 0 243,656
VANGUARD BD INDEX FD TOTAL BND MRKT ETF 921937835 295 3,710 SH   SOLE   0 0 3,710
VANGUARD INDEX FDS S&P 500 ETF ETF 922908363 235 566 SH   SOLE   0 0 566
VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769 3,423 15,034 SH   SOLE   0 0 15,034
VANGUARD INTL EQUITY ALL WRLD EX US ETF 922042775 328 5,697 SH   SOLE   0 0 5,697
VANGUARD SCOTTSDALE RUS2000IDX ETF 92206C664 658 7,938 SH   SOLE   0 0 7,938
VANGUARD WHITEHALL HIGH DIV YLD ETF 921946406 1,979 17,631 SH   SOLE   0 0 17,631
VEEVA SYS INC COM 922475108 2,479 11,666 SH   SOLE   0 0 11,666
VERIZON COMMUNICATIONS INC COM 92343V104 9,740 191,209 SH   SOLE   0 0 191,209
VISA INC COM 92826C839 2,567 11,577 SH   SOLE   0 0 11,577
ZILLOW GROUP INC COM 98954M200 2,858 57,982 SH   SOLE   0 0 57,982