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

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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 2,184,153 6,179 SH   SOLE   6,179 0 0
ADOBE INC COM 00724F101 BBG001S5NCQ5 5,646,909 10,906 SH   SOLE   10,906 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 7,842,048 47,284 SH   SOLE   47,284 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 1,213,320 6,512 SH   SOLE   6,512 0 0
APPLE INC COM 037833100 BBG001S5N8V8 10,116,675 43,419 SH   SOLE   43,419 0 0
ARCH CAP GROUP LTD ORD G0450A105 BBG001S9HZ74 7,289,206 65,152 SH   SOLE   65,152 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 5,793,587 6,953 SH   SOLE   6,953 0 0
AUTOZONE INC COM 053332102 BBG001S6Q5D9 7,550,646 2,397 SH   SOLE   2,397 0 0
BECTON DICKINSON & CO COM 075887109 BBG001S5P374 4,997,280 20,727 SH   SOLE   20,727 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 301,931 656 SH   SOLE   656 0 0
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 5,736,613 68,456 SH   SOLE   68,456 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 9,314,382 53,996 SH   SOLE   53,996 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 1,421,533 9,653 SH   SOLE   9,653 0 0
CHUBB LIMITED COM H1467J104 BBG001S8S1L3 437,003 1,515 SH   SOLE   1,515 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 4,259,938 80,044 SH   SOLE   80,044 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG001S5STN6 4,244,685 54,997 SH   SOLE   54,997 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 296,291 7,093 SH   SOLE   7,093 0 0
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 252,161 2,395 SH   SOLE   2,395 0 0
COPART INC COM 217204106 BBG001S7MTB1 291,134 5,556 SH   SOLE   5,556 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 394,477 445 SH   SOLE   445 0 0
CUMMINS INC COM 231021106 BBG001S5Q9M3 6,901,871 21,316 SH   SOLE   21,316 0 0
DIODES INC COM 254543101 BBG001SCJ937 272,126 4,246 SH   SOLE   4,246 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 360,301 3,746 SH   SOLE   3,746 0 0
EAGLE MATLS INC COM 26969P108 BBG001S7VG92 6,235,511 21,677 SH   SOLE   21,677 0 0
EAST WEST BANCORP INC COM 27579R104 BBG001SCC7R2 4,659,063 56,310 SH   SOLE   56,310 0 0
EDISON INTL COM 281020107 BBG001S7MY75 3,484,791 40,014 SH   SOLE   40,014 0 0
ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 3,842,850 26,791 SH   SOLE   26,791 0 0
EOG RES INC COM 26875P101 BBG001S5ZB93 2,358,076 19,182 SH   SOLE   19,182 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 211,166 1,801 SH   SOLE   1,801 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 273,133 998 SH   SOLE   998 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 BBG001S8SWQ0 4,315,688 51,531 SH   SOLE   51,531 0 0
FLOWSERVE CORP COM 34354P105 BBG001SB3F87 3,985,488 77,104 SH   SOLE   77,104 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 5,388,913 13,299 SH   SOLE   13,299 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 513,817 2,324 SH   SOLE   2,324 0 0
ISHARES TR CORE INTL AGGR 46435G672 BBG00BDV2SQ0 217,748 4,202 SH   SOLE   4,202 0 0
ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 1,490,998 14,723 SH   SOLE   14,723 0 0
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 BBG00TSG0SK6 271,740 4,566 SH   SOLE   4,566 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 247,173 1,525 SH   SOLE   1,525 0 0
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 756,146 3,586 SH   SOLE   3,586 0 0
KB HOME COM 48666K109 BBG001S5SJV9 5,264,692 61,439 SH   SOLE   61,439 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 6,405,421 10,958 SH   SOLE   10,958 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 3,186,463 11,743 SH   SOLE   11,743 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 400,161 1,314 SH   SOLE   1,314 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 4,456,035 49,495 SH   SOLE   49,495 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 4,894,123 43,097 SH   SOLE   43,097 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 4,870,322 8,508 SH   SOLE   8,508 0 0
METLIFE INC COM 59156R108 BBG001S5T3R8 6,398,975 77,582 SH   SOLE   77,582 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 8,823,287 20,505 SH   SOLE   20,505 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 475,208 3,913 SH   SOLE   3,913 0 0
NXP SEMICONDUCTORS N V COM N6596X109 BBG001SF62F6 3,095,169 12,896 SH   SOLE   12,896 0 0
OTTER TAIL CORP COM 689648103 BBG001S5TYX3 633,546 8,106 SH   SOLE   8,106 0 0
PEPSICO INC COM 713448108 BBG001S695T1 4,856,582 28,560 SH   SOLE   28,560 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 5,016,391 28,963 SH   SOLE   28,963 0 0
PROLOGIS INC. COM 74340W103 BBG001S5NMN6 4,670,722 36,987 SH   SOLE   36,987 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 5,033,427 29,600 SH   SOLE   29,600 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 5,458,942 10,567 SH   SOLE   10,567 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 4,426,440 16,172 SH   SOLE   16,172 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 238,435 5,799 SH   SOLE   5,799 0 0
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 423,150 8,905 SH   SOLE   8,905 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 580,770 5,575 SH   SOLE   5,575 0 0
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 267,705 3,331 SH   SOLE   3,331 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 379,809 4,571 SH   SOLE   4,571 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 302,297 5,870 SH   SOLE   5,870 0 0
SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 278,737 3,361 SH   SOLE   3,361 0 0
SYNOPSYS INC COM 871607107 BBG001S5VTR8 5,634,095 11,126 SH   SOLE   11,126 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 3,854,258 22,193 SH   SOLE   22,193 0 0
TARGA RES CORP COM 87612G101 BBG001TC94B9 3,832,995 25,897 SH   SOLE   25,897 0 0
TECK RESOURCES LTD CL B 878742204 BBG001S60LH8 488,235 9,346 SH   SOLE   9,346 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 855,726 3,271 SH   SOLE   3,271 0 0
THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 3,894,676 11,242 SH   SOLE   11,242 0 0
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 4,236,542 20,530 SH   SOLE   20,530 0 0
TRACTOR SUPPLY CO COM 892356106 BBG001S7K017 3,954,726 13,593 SH   SOLE   13,593 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 2,914,257 4,984 SH   SOLE   4,984 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 1,141,747 15,201 SH   SOLE   15,201 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 239,653 2,460 SH   SOLE   2,460 0 0
VANGUARD WORLD FD COMM SRVC ETF 92204A884 BBG001SHTV72 761,553 5,238 SH   SOLE   5,238 0 0
VANGUARD WORLD FD CONSUM DIS ETF 92204A108 BBG001SHVTQ3 942,108 2,767 SH   SOLE   2,767 0 0
VANGUARD WORLD FD CONSUM STP ETF 92204A207 BBG001SHVR41 446,573 2,044 SH   SOLE   2,044 0 0
VANGUARD WORLD FD ENERGY ETF 92204A306 BBG001SHTV45 314,013 2,564 SH   SOLE   2,564 0 0
VANGUARD WORLD FD FINANCIALS ETF 92204A405 BBG001SHTTM0 1,182,961 10,763 SH   SOLE   10,763 0 0
VANGUARD WORLD FD HEALTH CAR ETF 92204A504 BBG001SHVR32 1,039,650 3,684 SH   SOLE   3,684 0 0
VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 BBG001SHVTX5 856,931 3,295 SH   SOLE   3,295 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 2,638,368 4,498 SH   SOLE   4,498 0 0
VANGUARD WORLD FD MATERIALS ETF 92204A801 BBG001SHTTP7 235,789 1,115 SH   SOLE   1,115 0 0
VANGUARD WORLD FD UTILITIES ETF 92204A876 BBG001SHVTP4 218,259 1,254 SH   SOLE   1,254 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 6,051,871 22,011 SH   SOLE   22,011 0 0
WALMART INC COM 931142103 BBG001S5XH92 929,513 11,511 SH   SOLE   11,511 0 0
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 6,611,414 31,847 SH   SOLE   31,847 0 0