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
ALPHABET INC COM 02079K107   54,760 359,685 SH   SOLE   0 0 359,685
AMAZON COM INC COM 023135106   8,616 47,792 SH   SOLE   0 0 47,792
APPLE INC COM 037833100   38,836 226,418 SH   SOLE   0 0 226,418
BLACKSTONE INC COM 09260D107   14,338 109,211 SH   SOLE   0 0 109,211
BROADCOM INC COM 11135F101   12,388 9,352 SH   SOLE   0 0 9,352
CAPITOL FED FINL INC COM 14057J101   1,192 200,000 SH   SOLE   0 0 200,000
CATERPILLAR INC COM 149123101   12,796 34,937 SH   SOLE   0 0 34,937
CENTENE CORP DEL COM 15135B101   46,221 588,981 SH   SOLE   0 0 588,981
CHIPOTLE MEXICAN GRILL INC COM 169656105   50,838 17,490 SH   SOLE   0 0 17,490
CISCO SYS INC COM 17275R102   12,734 255,172 SH   SOLE   0 0 255,172
COSTAR GROUP INC COM 22160N109   39,583 409,769 SH   SOLE   0 0 409,769
COSTCO WHSL CORP NEW COM 22160K105   8,256 11,263 SH   SOLE   0 0 11,263
CROWN CASTLE INC COM 22822V101   12,196 115,269 SH   SOLE   0 0 115,269
DIAMONDBACK ENERGY INC COM 25278X109   16,491 83,262 SH   SOLE   0 0 83,262
ELI LILLY & CO COM 532457108   15,934 20,486 SH   SOLE   0 0 20,486
EQT CORP COM 26884L109   35,653 962,460 SH   SOLE   0 0 962,460
FASTENAL CO COM 311900104   14,976 194,116 SH   SOLE   0 0 194,116
FLOOR & DECOR HLDGS INC CL A 339750101   29,458 227,409 SH   SOLE   0 0 227,409
INTUITIVE SURGICAL INC COM 46120E602   8,209 20,588 SH   SOLE   0 0 20,588
ISHARES TR SELECT DIVD ETF ETF 464287168   500 4,059 SH   SOLE   0 0 4,059
JPMORGAN CHASE & CO COM 46625H100   15,618 78,008 SH   SOLE   0 0 78,008
LAUDER ESTEE COS INC COM 518439104   37,432 242,933 SH   SOLE   0 0 242,933
LOCKHEED MARTIN CORP COM 539830109   13,144 28,913 SH   SOLE   0 0 28,913
LOWES COS INC COM 548661107   14,790 58,074 SH   SOLE   0 0 58,074
LULULEMON ATHLETICA INC COM 550021109   25,876 66,174 SH   SOLE   0 0 66,174
LUMINAR TECHNOLOGIES INC COM 550424105   7,555 3,834,994 SH   SOLE   0 0 3,834,994
MASTERCARD INCORPORATED COM 57636Q104   7,825 16,240 SH   SOLE   0 0 16,240
MCDONALDS CORP COM 580135101   13,792 48,910 SH   SOLE   0 0 48,910
META PLATFORMS INC COM 30303M102   12,098 24,899 SH   SOLE   0 0 24,899
MICROSOFT CORP COM 594918104   44,380 105,478 SH   SOLE   0 0 105,478
MONOLITHIC PWR SYS INC COM 609839105   24,243 35,795 SH   SOLE   0 0 35,795
NEXTERA ENERGY INC COM 65339F101   13,291 208,087 SH   SOLE   0 0 208,087
NIKE INC COM 654106103   39,577 420,949 SH   SOLE   0 0 420,949
NORTHROP GRUMMAN CORP COM 666807102   38,497 80,432 SH   SOLE   0 0 80,432
NOVO-NORDISK A S ADR 670100205   77,019 599,791 SH   SOLE   0 0 599,791
NVIDIA CORPORATION COM 67066G104   12,139 13,434 SH   SOLE   0 0 13,434
NXP SEMICONDUCTORS N V COM N6596X109   8,171 33,011 SH   SOLE   0 0 33,011
OREILLY AUTOMOTIVE INC COM 67103H107   61,291 54,289 SH   SOLE   0 0 54,289
PAYCHEX INC COM 704326107   13,024 106,059 SH   SOLE   0 0 106,059
PEPSICO INC COM 713448108   13,406 76,629 SH   SOLE   0 0 76,629
PRICE T ROWE GROUP INC COM 74144T108   14,640 120,153 SH   SOLE   0 0 120,153
RTX CORPORATION COM 75513E101   14,812 151,951 SH   SOLE   0 0 151,951
S&P GLOBAL INC COM 78409V104   6,650 15,631 SH   SOLE   0 0 15,631
SHERWIN WILLIAMS CO COM 824348106   8,361 24,091 SH   SOLE   0 0 24,091
SNOWFLAKE INC COM 833445109   6,404 39,617 SH   SOLE   0 0 39,617
SOUTHERN COPPER CORP COM 84265V105   14,852 139,540 SH   SOLE   0 0 139,540
SPDR INDEX SHS FDS PORTFOLIO DEVLPD ETF 78463X889   319 8,905 SH   SOLE   0 0 8,905
SPDR INDEX SHS FDS PORTFOLIO EMG MKT ETF 78463X509   273 7,550 SH   SOLE   0 0 7,550
SPDR S&P 500 ETF TR ETF 78462F103   258 494 SH   SOLE   0 0 494
SPDR SERIES TRUST BLOOMBERG BRC ETF 78468R200   759 24,607 SH   SOLE   0 0 24,607
SPDR SER TR PRTFLO S&P 500 HI ETF 78468R788   355 8,720 SH   SOLE   0 0 8,720
SPDR SER TR PORTFOLIO S&P600 ETF 78468R853   375 8,705 SH   SOLE   0 0 8,705
SPDR SERIES TRUST PRTFLO S&P 500 ETF 78464A854   1,742 28,305 SH   SOLE   0 0 28,305
STARBUCKS CORP COM 855244109   12,032 131,620 SH   SOLE   0 0 131,620
UNITED PARCEL SERVICE INC COM 911312106   11,993 80,637 SH   SOLE   0 0 80,637
UNITEDHEALTH GROUP INC COM 91324P102   75,247 152,107 SH   SOLE   0 0 152,107
VANGUARD TOTAL BD MRKT INDEX FDS ETF 921937835   217 2,990 SH   SOLE   0 0 2,990
VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769   529 2,034 SH   SOLE   0 0 2,034
VANGUARD INTL EQUITY ALL WRLD EX US ETF 922042775   322 5,493 SH   SOLE   0 0 5,493
VANGUARD WHITEHALL HIGH DIV YLD ETF 921946406   1,057 8,740 SH   SOLE   0 0 8,740
VISA INC COM 92826C839   7,954 28,466 SH   SOLE   0 0 28,466
WATSCO INC COM 942622200   12,933 29,949 SH   SOLE   0 0 29,949