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
ACTIVISION BLIZZARD INC COM 00507V109   25,158,325 293,940 SH   SOLE   293,940 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   28,652,260 74,350 SH   SOLE   74,350 0 0
ADVANCED MICRO DEVICES INC COM 007903107   2,669,008 27,232 SH   SOLE   27,232 0 0
ALPHABET INC CAP STK CL A 02079K305   182,929,826 1,763,519 SH   SOLE   1,763,519 0 0
AMAZON COM INC COM 023135106   77,478,345 750,105 SH   SOLE   750,105 0 0
AMERICAN TOWER CORP NEW COM 03027X100   85,400,634 417,934 SH   SOLE   417,934 0 0
ANALOG DEVICES INC COM 032654105   30,791,367 156,127 SH   SOLE   156,127 0 0
APPLE INC COM 037833100   29,682,000 180,000 SH   SOLE   180,000 0 0
APPLIED MATLS INC COM 038222105   15,845,070 129,000 SH   SOLE   129,000 0 0
APTIV PLC SHS G6095L109   65,755,344 586,107 SH   SOLE   586,107 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   43,416,365 63,781 SH   SOLE   63,781 0 0
AVALONBAY CMNTYS INC COM 053484101   6,691,309 39,815 SH   SOLE   39,815 0 0
BANK AMERICA CORP COM 060505104   19,837,532 693,620 SH   SOLE   693,620 0 0
BP PLC SPONSORED ADR 055622104   19,981,101 526,650 SH   SOLE   3,159,900 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   63,585,756 917,411 SH   SOLE   917,411 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   3,466,485 16,500 SH   SOLE   16,500 0 0
CISCO SYS INC COM 17275R102   25,363,464 485,193 SH   SOLE   485,193 0 0
CME GROUP INC COM 12572Q105   51,382,901 268,290 SH   SOLE   268,290 0 0
COSTCO WHSL CORP NEW COM 22160K105   51,002,712 102,648 SH   SOLE   102,648 0 0
CVS HEALTH CORP COM 126650100   39,527,644 531,929 SH   SOLE   531,929 0 0
DIGITAL RLTY TR INC COM 253868103   14,654,875 149,068 SH   SOLE   149,068 0 0
DISNEY WALT CO COM 254687106   75,238,483 751,408 SH   SOLE   751,408 0 0
EOG RES INC COM 26875P101   33,430,120 291,635 SH   SOLE   291,635 0 0
EQUINIX INC COM 29444U700   37,179,707 51,564 SH   SOLE   51,564 0 0
EXTRA SPACE STORAGE INC COM 30225T102   15,352,731 94,229 SH   SOLE   94,229 0 0
EXXON MOBIL CORP COM 30231G102   34,720,220 316,617 SH   SOLE   316,617 0 0
FREEPORT-MCMORAN INC CL B 35671D857   6,148,078 150,283 SH   SOLE   150,283 0 0
GILEAD SCIENCES INC COM 375558103   25,206,286 303,800 SH   SOLE   303,800 0 0
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715   1,096,500 43,000 SH   SOLE   0 0 43,000
GOLDMAN SACHS GROUP INC COM 38141G104   9,995,173 30,556 SH   SOLE   30,556 0 0
HOST HOTELS & RESORTS INC COM 44107P104   3,865,454 234,412 SH   SOLE   234,412 0 0
ILLUMINA INC COM 452327109   19,835,585 85,296 SH   SOLE   85,296 0 0
INTEL CORP COM 458140100   52,055,953 1,593,387 SH   SOLE   1,593,387 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   26,449,065 103,531 SH   SOLE   103,531 0 0
INVESCO EXCH TRADED FD TR II KBW BK ETF 46138E628   10,148,136 241,795 SH   SOLE   241,795 0 0
INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 46137V563   15,182,865 762,192 SH   SOLE   762,192 0 0
IQVIA HLDGS INC COM 46266C105   8,769,060 44,090 SH   SOLE   44,090 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   36,519,383 622,242 SH   SOLE   622,242 0 0
ISHARES TR 20 YR TR BD ETF 464287432   428,105,105 4,024,679 SH   SOLE   4,024,679 0 0
ISHARES TR GL CLEAN ENE ETF 464288224   4,642,366 234,700 SH   SOLE   234,700 0 0
ISHARES TR IBOXX HI YD ETF 464288513   97,055,459 1,284,652 SH   SOLE   1,284,652 0 0
ISHARES TR MSCI CHINA ETF 46429B671   15,772,574 316,147 SH   SOLE   316,147 0 0
ISHARES TR U.S. MED DVC ETF 464288810   14,088,780 261,000 SH   SOLE   261,000 0 0
JOHNSON & JOHNSON COM 478160104   16,346,920 105,464 SH   SOLE   105,464 0 0
JPMORGAN CHASE & CO COM 46625H100   20,868,234 160,143 SH   SOLE   160,143 0 0
KKR REAL ESTATE FIN TR INC COM 48251K100   39,865,000 3,500,000 SH   SOLE   3,500,000 0 0
KINDER MORGAN INC DEL COM 49456B101   46,344,470 2,646,743 SH   SOLE   2,646,743 0 0
LAUDER ESTEE COS INC CL A 518439104   6,278,322 25,474 SH   SOLE   25,474 0 0
LULULEMON ATHLETICA INC COM 550021109   54,201,305 148,827 SH   SOLE   148,827 0 0
MARVELL TECHNOLOGY INC COM 573874104   31,393,366 725,020 SH   SOLE   725,020 0 0
MASTERCARD INCORPORATED CL A 57636Q104   81,940,233 225,476 SH   SOLE   225,476 0 0
MEDTRONIC PLC SHS G5960L103   5,680,969 70,466 SH   SOLE   70,466 0 0
META PLATFORMS INC CL A 30303M102   54,874,445 258,915 SH   SOLE   258,915 0 0
MICRON TECHNOLOGY INC COM 595112103   23,903,812 396,152 SH   SOLE   396,152 0 0
MICROSOFT CORP COM 594918104   116,916,029 405,536 SH   SOLE   405,536 0 0
NETFLIX INC COM 64110L106   13,233,266 38,304 SH   SOLE   38,304 0 0
NEWMONT CORP COM 651639106   50,877,368 1,037,890 SH   SOLE   1,037,890 0 0
NIKE INC CL B 654106103   59,970,102 488,993 SH   SOLE   488,993 0 0
NVIDIA CORPORATION COM 67066G104   3,499,902 12,600 SH   SOLE   12,600 0 0
NUVEEN NASDAQ 100 DYNAMIC OV COM SHS 670699107   20,290,227 847,545 SH   SOLE   0 0 847,545
NXP SEMICONDUCTORS N V COM N6596X109   98,795,760 529,807 SH   SOLE   529,807 0 0
PAYPAL HLDGS INC COM 70450Y103   53,933,423 710,211 SH   SOLE   710,211 0 0
PROCTER AND GAMBLE CO COM 742718109   52,831,044 355,310 SH   SOLE   355,310 0 0
PROLOGIS INC. COM 74340W103   10,442,875 83,697 SH   SOLE   83,697 0 0
PUBLIC STORAGE COM 74460D109   59,783,535 197,867 SH   SOLE   197,867 0 0
QUALCOMM INC COM 747525103   91,954,050 720,756 SH   SOLE   720,756 0 0
REALTY INCOME CORP COM 756109104   46,778,980 738,771 SH   SOLE   738,771 0 0
REGENCY CTRS CORP COM 758849103   28,065,163 458,731 SH   SOLE   458,731 0 0
RITHM CAPITAL CORP COM NEW 64828T201   46,849,088 5,856,136 SH   SOLE   5,856,136 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   25,570,305 391,582 SH   SOLE   391,582 0 0
S&P GLOBAL INC COM 78409V104   14,691,339 42,612 SH   SOLE   42,612 0 0
SALESFORCE INC COM 79466L302   66,576,885 333,251 SH   SOLE   333,251 0 0
SCHLUMBERGER LTD COM STK 806857108   37,732,270 768,478 SH   SOLE   768,478 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   23,560,278 156,018 SH   SOLE   156,018 0 0
SERVICENOW INC COM 81762P102   33,575,091 72,248 SH   SOLE   72,248 0 0
SHELL PLC SPON ADS 780259305   32,010,077 556,310 SH   SOLE   1,112,620 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   12,099,321 102,554 SH   SOLE   102,554 0 0
SPDR SER TR BLOOMBERG HIGH Y 78468R622   31,332,876 337,566 SH   SOLE   337,566 0 0
SPDR SER TR PORTFOLIO LN TSR 78464A664   338,349,072 10,956,900 SH   SOLE   10,956,900 0 0
SPDR SER TR S&P BIOTECH 78464A870   6,291,440 82,554 SH   SOLE   82,554 0 0
SPDR SER TR S&P DIVID ETF 78464A763   10,554,937 85,320 SH   SOLE   85,320 0 0
TESLA INC COM 88160R101   35,103,892 169,208 SH   SOLE   169,208 0 0
TEXAS INSTRS INC COM 882508104   53,614,034 288,232 SH   SOLE   288,232 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   28,495,156 49,439 SH   SOLE   49,439 0 0
TPG RE FIN TR INC COM 87266M107   24,568,820 3,384,135 SH   SOLE   3,384,135 0 0
UNITEDHEALTH GROUP INC COM 91324P102   48,312,403 102,229 SH   SOLE   102,229 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   9,012,710 278,600 SH   SOLE   278,600 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   16,601,196 59,904 SH   SOLE   59,904 0 0
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847   200,689,885 3,063,500 SH   SOLE   0 0 3,063,500
VANGUARD WHITEHALL FDS INTL DVD ETF 921946810   14,883,360 202,000 SH   SOLE   0 0 202,000
VANGUARD WORLD FDS UTILITIES ETF 92204A876   2,950,400 20,000 SH   SOLE   0 0 20,000
VERIZON COMMUNICATIONS INC COM 92343V104   71,374,584 1,835,294 SH   SOLE   1,835,294 0 0
VISA INC COM CL A 92826C839   32,984,798 146,300 SH   SOLE   146,300 0 0
WOLFSPEED INC COM 977852102   39,154,393 602,839 SH   SOLE   602,839 0 0
YUM CHINA HLDGS INC COM 98850P109   1,182,140 18,800 SH   SOLE   18,800 0 0