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   1,706,451 8,197 SH   SOLE   8,197 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   2,835,444 32,689 SH   SOLE   32,689 0 0
ALPHABET INC CAP STK CL C 02079K107   1,425,490 201 SH Call SOLE   20,100 0 0
ALPHABET INC CAP STK CL A 02079K305   19,319,909 147,638 SH   SOLE   147,638 0 0
AMAZON COM INC COM 023135106   18,205,618 143,216 SH   SOLE   143,216 0 0
AMAZON COM INC COM 023135106   3,672,665 497 SH Call SOLE   49,700 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   1,959,077 32,328 SH   SOLE   32,328 0 0
APPLE INC COM 037833100   17,848,643 104,250 SH   SOLE   104,250 0 0
APPLE INC COM 037833100   1,012,763 113 SH Call SOLE   11,300 0 0
BRIGHTHOUSE FINL INC COM 10922N103   1,079,665 22,061 SH   SOLE   22,061 0 0
THE CIGNA GROUP COM 125523100   4,888,364 17,088 SH   SOLE   17,088 0 0
D R HORTON INC COM 23331A109   14,496,413 134,888 SH   SOLE   134,888 0 0
META PLATFORMS INC CL A 30303M102   18,454,509 61,472 SH   SOLE   61,472 0 0
META PLATFORMS INC CL A 30303M102   732,240 49 SH Call SOLE   4,900 0 0
ISHARES TR SHRT NAT MUN ETF 464288158   19,932,828 193,786 SH   SOLE   193,786 0 0
LENNAR CORP CL A 526057104   8,245,875 73,473 SH   SOLE   73,473 0 0
MASTERCARD INCORPORATED CL A 57636Q104   447,378 1,130 SH   SOLE   1,130 0 0
MATCH GROUP INC NEW COM 57667L107   556,990 14,218 SH   SOLE   14,218 0 0
MCKESSON CORP COM 58155Q103   15,735,047 36,185 SH   SOLE   36,185 0 0
MCKESSON CORP COM 58155Q103   529,480 28 SH Call SOLE   2,800 0 0
MICROSOFT CORP COM 594918104   20,978,746 66,441 SH   SOLE   66,441 0 0
MICROSOFT CORP COM 594918104   2,243,505 138 SH Call SOLE   13,800 0 0
MICRON TECHNOLOGY INC COM 595112103   8,370,139 123,036 SH   SOLE   123,036 0 0
NETFLIX INC COM 64110L106   2,134,195 5,652 SH   SOLE   5,652 0 0
TRAVELERS COMPANIES INC COM 89417E109   1,616,279 9,897 SH   SOLE   9,897 0 0
VISA INC COM CL A 92826C839   1,058,046 4,600 SH   SOLE   4,600 0 0
WORKDAY INC CL A 98138H101   902,370 4,200 SH   SOLE   4,200 0 0