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
AMAZON.COM INC Common Stock 023135106   14,328 94,298 SH   SOLE   0 0 94,298
ADVANCED MICRO DEVICES Common Stock 007903107   3,918 26,582 SH   SOLE   0 0 26,582
ADOBE INC Common Stock 00724F101   1,604 2,688 SH   SOLE   0 0 2,688
COMCAST CORP-CLASS A Common Stock 20030N101   190 4,332 SH   SOLE   0 0 4,332
APPLE INC Common Stock 037833100   12,427 64,544 SH   SOLE   0 0 64,544
BERKSHIRE HATHAWAY INC-CL B Common Stock 084670702   16,008 44,883 SH   SOLE   0 0 44,883
JPMORGAN CHASE & CO Common Stock 46625H100   17,112 100,601 SH   SOLE   0 0 100,601
COCA-COLA CO/THE Common Stock 191216100   944 16,026 SH   SOLE   0 0 16,026
MORGAN STANLEY Common Stock 617446448   1,843 19,769 SH   SOLE   0 0 19,769
WALT DISNEY CO/THE Common Stock 254687106   0 0 SH   SOLE   0 0 0
ECOLAB INC Common Stock 278865100   11 54 SH   SOLE   0 0 54
EXXON MOBIL CORP Common Stock 30231G102   0 0 SH   SOLE   0 0 0
NVIDIA CORP Common Stock 67066G104   15,037 30,364 SH   SOLE   0 0 30,364
HALLIBURTON CO Common Stock 406216101   10,706 296,153 SH   SOLE   0 0 296,153
HOME DEPOT INC Common Stock 437076102   9,695 27,975 SH   SOLE   0 0 27,975
JOHNSON & JOHNSON Common Stock 478160104   10,540 67,242 SH   SOLE   0 0 67,242
BLACKROCK INC Common Stock 09247X101   39 48 SH   SOLE   0 0 48
ELI LILLY & CO Common Stock 532457108   89 153 SH   SOLE   0 0 153
MCDONALD'S CORP Common Stock 580135101   0 0 SH   SOLE   0 0 0
MICROSOFT CORP Common Stock 594918104   25,792 68,588 SH   SOLE   0 0 68,588
PATTERSON-UTI ENERGY INC Common Stock 703481101   1,161 107,506 SH   SOLE   0 0 107,506
ALIGN TECHNOLOGY INC Common Stock 016255101   1,086 3,963 SH   SOLE   0 0 3,963
US BANCORP Common Stock 902973304   43 990 SH   SOLE   0 0 990
RIO TINTO PLC-SPON ADR ADR 767204100   261 3,504 SH   SOLE   0 0 3,504
MERCK & CO. INC. Common Stock 58933Y105   1,453 13,332 SH   SOLE   0 0 13,332
SCHLUMBERGER LTD Common Stock 806857108   14,234 273,517 SH   SOLE   0 0 273,517
SCHWAB (CHARLES) CORP Common Stock 808513105   10,890 158,289 SH   SOLE   0 0 158,289
AT&T INC Common Stock 00206R102   447 26,650 SH   SOLE   0 0 26,650
NETFLIX INC Common Stock 64110L106   201 412 SH   SOLE   0 0 412
UNITEDHEALTH GROUP INC Common Stock 91324P102   147 280 SH   SOLE   0 0 280
TJX COMPANIES INC Common Stock 872540109   1,490 15,879 SH   SOLE   0 0 15,879
VISA INC-CLASS A SHARES Common Stock 92826C839   15,773 60,582 SH   SOLE   0 0 60,582
TESLA INC Common Stock 88160R101   76 306 SH   SOLE   0 0 306
ENPHASE ENERGY INC Common Stock 29355A107   1,285 9,721 SH   SOLE   0 0 9,721
TRIPADVISOR INC Common Stock 896945201   1,000 46,443 SH   SOLE   0 0 46,443
EXPEDIA GROUP INC Common Stock 30212P303   1,065 7,014 SH   SOLE   0 0 7,014
META PLATFORMS INC-CLASS A Common Stock 30303M102   0 0 SH   SOLE   0 0 0
AXON ENTERPRISE INC Common Stock 05464C101   2,384 9,229 SH   SOLE   0 0 9,229
VANGUARD S&P 500 ETF ETP 922908363   209 478 SH   SOLE   0 0 478
DOCUSIGN INC Common Stock 256163106   8 133 SH   SOLE   0 0 133
CROWDSTRIKE HOLDINGS INC - A Common Stock 22788C105   2,057 8,058 SH   SOLE   0 0 8,058
FASTLY INC - CLASS A Common Stock 31188V100   5 269 SH   SOLE   0 0 269
MATCH GROUP INC Common Stock 57667L107   613 16,792 SH   SOLE   0 0 16,792
RIVIAN AUTOMOTIVE INC-A Common Stock 76954A103   10 415 SH   SOLE   0 0 415
JACKSON FINANCIAL INC-A Common Stock 46817M107   0 0 SH   SOLE   0 0 0
CHESAPEAKE ENERGY CORP Common Stock 165167735   218 2,830 SH   SOLE   0 0 2,830
GINKGO BIOWORKS HOLDINGS INC Common Stock 37611X100   8 5,000 SH   SOLE   0 0 5,000
PALANTIR TECHNOLOGIES INC-A Common Stock 69608A108   0 0 SH   SOLE   0 0 0
WORKHORSE GROUP INC Common Stock 98138J206   0 590 SH   SOLE   0 0 590
TELADOC HEALTH INC Common Stock 87918A105   0 0 SH   SOLE   0 0 0
ALPHABET INC-CL A Common Stock 02079K305   1,334 9,552 SH   SOLE   0 0 9,552
PAYPAL HOLDINGS INC Common Stock 70450Y103   7,694 125,292 SH   SOLE   0 0 125,292
ALPHABET INC-CL C Common Stock 02079K107   20,030 142,130 SH   SOLE   0 0 142,130
GLOBAL X LITHIUM & BATTERY T ETP 37954Y855   385 7,553 SH   SOLE   0 0 7,553