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
CHUBB LIMITED COM H1467J104   1,480,786 7,690 SH   SOLE   7,690 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   2,566,597 30,793 SH   SOLE   30,793 0 0
ALPHABET INC CAP STK CL C 02079K107   707,085 114 SH Call SOLE   11,400 0 0
ALPHABET INC CAP STK CL A 02079K305   17,847,031 149,098 SH   SOLE   149,098 0 0
AMAZON COM INC COM 023135106   18,736,121 143,726 SH   SOLE   143,726 0 0
AMAZON COM INC COM 023135106   3,183,500 394 SH Call SOLE   39,400 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   1,744,037 30,310 SH   SOLE   30,310 0 0
APPLE INC COM 037833100   19,707,934 101,603 SH   SOLE   101,603 0 0
APPLE INC COM 037833100   1,166,885 102 SH Call SOLE   10,200 0 0
BRIGHTHOUSE FINL INC COM 10922N103   972,758 20,544 SH   SOLE   20,544 0 0
THE CIGNA GROUP COM 125523100   4,550,210 16,216 SH   SOLE   16,216 0 0
D R HORTON INC COM 23331A109   16,077,804 132,121 SH   SOLE   132,121 0 0
META PLATFORMS INC CL A 30303M102   16,893,365 58,866 SH   SOLE   58,866 0 0
ISHARES TR SHRT NAT MUN ETF 464288158   21,160,279 203,386 SH   SOLE   203,386 0 0
LENNAR CORP CL A 526057104   8,274,971 66,036 SH   SOLE   66,036 0 0
MASTERCARD INCORPORATED CL A 57636Q104   444,429 1,130 SH   SOLE   1,130 0 0
MATCH GROUP INC NEW COM 57667L107   560,330 13,389 SH   SOLE   13,389 0 0
MCKESSON CORP COM 58155Q103   14,266,172 33,386 SH   SOLE   33,386 0 0
MICROSOFT CORP COM 594918104   22,291,748 65,460 SH   SOLE   65,460 0 0
MICROSOFT CORP COM 594918104   2,160,345 112 SH Call SOLE   11,200 0 0
MICRON TECHNOLOGY INC COM 595112103   7,348,907 116,446 SH   SOLE   116,446 0 0
NETFLIX INC COM 64110L106   2,354,860 5,346 SH   SOLE   5,346 0 0
TRAVELERS COMPANIES INC COM 89417E109   1,612,086 9,283 SH   SOLE   9,283 0 0
VISA INC COM CL A 92826C839   1,092,408 4,600 SH   SOLE   4,600 0 0
WORKDAY INC CL A 98138H101   948,738 4,200 SH   SOLE   4,200 0 0