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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 2,335,182 6,638 SH   SOLE   6,638 0 0
ADOBE INC COM 00724F101 BBG001S5NCQ5 4,886,144 10,988 SH   SOLE   10,988 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 8,887,904 46,951 SH   SOLE   46,951 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 1,190,630 5,427 SH   SOLE   5,427 0 0
APPLE INC COM 037833100 BBG001S5N8V8 10,516,600 41,996 SH   SOLE   41,996 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 4,336,693 26,666 SH   SOLE   26,666 0 0
ARCH CAP GROUP LTD ORD G0450A105 BBG001S9HZ74 5,996,008 64,927 SH   SOLE   64,927 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 4,979,087 7,184 SH   SOLE   7,184 0 0
AUTOZONE INC COM 053332102 BBG001S6Q5D9 7,575,932 2,366 SH   SOLE   2,366 0 0
BECTON DICKINSON & CO COM 075887109 BBG001S5P374 4,839,415 21,331 SH   SOLE   21,331 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 241,145 532 SH   SOLE   532 0 0
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 6,020,436 67,403 SH   SOLE   67,403 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 11,939,590 51,499 SH   SOLE   51,499 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 1,505,828 10,396 SH   SOLE   10,396 0 0
CHUBB LIMITED COM H1467J104 BBG001S8S1L3 418,700 1,515 SH   SOLE   1,515 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 4,803,189 81,135 SH   SOLE   81,135 0 0
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 234,577 2,365 SH   SOLE   2,365 0 0
COPART INC COM 217204106 BBG001S7MTB1 318,859 5,556 SH   SOLE   5,556 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 388,451 424 SH   SOLE   424 0 0
CUMMINS INC COM 231021106 BBG001S5Q9M3 7,263,192 20,835 SH   SOLE   20,835 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 390,763 3,509 SH   SOLE   3,509 0 0
EAGLE MATLS INC COM 26969P108 BBG001S7VG92 5,401,711 21,891 SH   SOLE   21,891 0 0
EAST WEST BANCORP INC COM 27579R104 BBG001SCC7R2 5,407,766 56,472 SH   SOLE   56,472 0 0
EDISON INTL COM 281020107 BBG001S7MY75 3,413,889 42,759 SH   SOLE   42,759 0 0
ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 3,983,019 27,225 SH   SOLE   27,225 0 0
EOG RES INC COM 26875P101 BBG001S5ZB93 2,454,974 20,028 SH   SOLE   20,028 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 280,767 998 SH   SOLE   998 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 BBG001S8SWQ0 4,219,434 52,240 SH   SOLE   52,240 0 0
FLOWSERVE CORP COM 34354P105 BBG001SB3F87 4,531,171 78,776 SH   SOLE   78,776 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 5,220,372 13,420 SH   SOLE   13,420 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 439,573 2,000 SH   SOLE   2,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 362,002 708 SH   SOLE   708 0 0
ISHARES TR CORE INTL AGGR 46435G672 BBG00BDV2SQ0 235,023 4,708 SH   SOLE   4,708 0 0
ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 1,619,877 16,717 SH   SOLE   16,717 0 0
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 BBG00TSG0SK6 264,826 4,603 SH   SOLE   4,603 0 0
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 825,845 3,445 SH   SOLE   3,445 0 0
KB HOME COM 48666K109 BBG001S5SJV9 4,119,497 62,683 SH   SOLE   62,683 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 5,378,567 11,068 SH   SOLE   11,068 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 4,669,991 12,212 SH   SOLE   12,212 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 338,254 1,167 SH   SOLE   1,167 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 4,037,135 50,540 SH   SOLE   50,540 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 4,422,174 44,453 SH   SOLE   44,453 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 5,259,903 8,983 SH   SOLE   8,983 0 0
METLIFE INC COM 59156R108 BBG001S5T3R8 6,321,343 77,203 SH   SOLE   77,203 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 8,606,926 20,420 SH   SOLE   20,420 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 441,546 3,288 SH   SOLE   3,288 0 0
NXP SEMICONDUCTORS N V COM N6596X109 BBG001SF62F6 2,802,649 13,484 SH   SOLE   13,484 0 0
OTTER TAIL CORP COM 689648103 BBG001S5TYX3 555,719 7,526 SH   SOLE   7,526 0 0
PEPSICO INC COM 713448108 BBG001S695T1 4,384,610 28,835 SH   SOLE   28,835 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 4,869,850 29,048 SH   SOLE   29,048 0 0
PROLOGIS INC. COM 74340W103 BBG001S5NMN6 3,990,342 37,752 SH   SOLE   37,752 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 4,624,947 30,106 SH   SOLE   30,106 0 0
RAYMOND JAMES FINL INC COM 754730109 BBG001S5VQ03 243,444 1,567 SH   SOLE   1,567 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 5,337,821 10,718 SH   SOLE   10,718 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 5,502,078 16,457 SH   SOLE   16,457 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 207,106 11,195 SH   SOLE   11,195 0 0
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 380,216 16,750 SH   SOLE   16,750 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 596,829 21,415 SH   SOLE   21,415 0 0
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 240,892 9,240 SH   SOLE   9,240 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 362,097 13,067 SH   SOLE   13,067 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 288,833 11,169 SH   SOLE   11,169 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 683,369 1,166 SH   SOLE   1,166 0 0
SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 321,061 3,653 SH   SOLE   3,653 0 0
SYNOPSYS INC COM 871607107 BBG001S5VTR8 5,433,605 11,195 SH   SOLE   11,195 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 4,506,327 22,818 SH   SOLE   22,818 0 0
TARGA RES CORP COM 87612G101 BBG001TC94B9 4,216,875 23,624 SH   SOLE   23,624 0 0
TARGET CORP COM 87612E106 BBG001SC0K41 437,870 3,239 SH   SOLE   3,239 0 0
TECK RESOURCES LTD CL B 878742204 BBG001S60LH8 351,598 8,675 SH   SOLE   8,675 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 1,320,961 3,271 SH   SOLE   3,271 0 0
THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 3,141,615 11,377 SH   SOLE   11,377 0 0
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 4,613,606 20,902 SH   SOLE   20,902 0 0
TRACTOR SUPPLY CO COM 892356106 BBG001S7K017 3,678,473 69,327 SH   SOLE   69,327 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 2,128,599 4,208 SH   SOLE   4,208 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 1,404,402 19,530 SH   SOLE   19,530 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 248,622 2,791 SH   SOLE   2,791 0 0
VANGUARD WORLD FD COMM SRVC ETF 92204A884 BBG001SHTV72 896,908 5,788 SH   SOLE   5,788 0 0
VANGUARD WORLD FD CONSUM DIS ETF 92204A108 BBG001SHVTQ3 1,149,038 3,061 SH   SOLE   3,061 0 0
VANGUARD WORLD FD CONSUM STP ETF 92204A207 BBG001SHVR41 491,670 2,326 SH   SOLE   2,326 0 0
VANGUARD WORLD FD ENERGY ETF 92204A306 BBG001SHTV45 337,606 2,783 SH   SOLE   2,783 0 0
VANGUARD WORLD FD FINANCIALS ETF 92204A405 BBG001SHTTM0 1,334,073 11,299 SH   SOLE   11,299 0 0
VANGUARD WORLD FD HEALTH CAR ETF 92204A504 BBG001SHVR32 1,061,979 4,186 SH   SOLE   4,186 0 0
VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 BBG001SHVTX5 893,165 3,511 SH   SOLE   3,511 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 3,193,018 5,135 SH   SOLE   5,135 0 0
VANGUARD WORLD FD MATERIALS ETF 92204A801 BBG001SHTTP7 234,424 1,248 SH   SOLE   1,248 0 0
VANGUARD WORLD FD UTILITIES ETF 92204A876 BBG001SHVTP4 231,730 1,418 SH   SOLE   1,418 0 0
VICI PPTYS INC COM 925652109 BBG00HVVB4B6 234,670 8,034 SH   SOLE   8,034 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 6,969,064 22,051 SH   SOLE   22,051 0 0
WALMART INC COM 931142103 BBG001S5XH92 1,027,561 11,373 SH   SOLE   11,373 0 0
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 6,398,121 31,707 SH   SOLE   31,707 0 0