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
ABBVIE INC com 00287Y109   27,375,303 171,772 SH   SOLE   0 0 0
ALPHABET, INC. A com 02079k305   44,613,235 430,090 SH   SOLE   0 0 0
ALPHABET, INC. C com 02079k107   10,240,360 98,465 SH   SOLE   0 0 0
ALTRIA GROUP INC com 02209s103   492,381 11,035 SH   SOLE   0 0 0
AMAZON.COM INC com 023135106   44,272,159 428,620 SH   SOLE   0 0 0
APPLE INC com 037833100   206,870,842 1,254,523 SH   SOLE   0 0 0
ARCUTIS BIOTHERAPEUTICS INC com 03969k108   701,800 63,800 SH   SOLE   0 0 0
BANK OF AMERICA CORP com 060505104   3,007,290 105,150 SH   SOLE   0 0 0
BERKSHIRE HATHAWAY INC. CL B com 084670702   1,753,196 5,678 SH   SOLE   0 0 0
BICYCLE THERAPEUTICS com 088786108   223,335 10,500 SH   SOLE   0 0 0
BLACKSTONE INC com 09260D107   45,508,235 518,081 SH   SOLE   0 0 0
BRISTOL-MYERS SQUIBB com 110122108   1,966,809 28,377 SH   SOLE   0 0 0
CANOO INC com 13803r102   66,891 102,500 SH   SOLE   0 0 0
CARRIER GLOBAL CORP com 14448C104   576,450 12,600 SH   SOLE   0 0 0
CBOE HOLDINGS INC com 12503M108   645,157 4,806 SH   SOLE   0 0 0
CHEVRON CORPORATION com 166764100   1,519,509 9,313 SH   SOLE   0 0 0
CISCO SYSTEMS INC com 17275R102   763,476 14,605 SH   SOLE   0 0 0
COMCAST CORP NEW CL A com 20030N101   815,065 21,500 SH   SOLE   0 0 0
CONOCOPHILLIPS com 20825C104   711,831 7,175 SH   SOLE   0 0 0
COSTCO WHOLESALE CORP com 22160k105   10,276,762 20,683 SH   SOLE   0 0 0
DANAHER CORP com 235851102   5,070,036 20,116 SH   SOLE   0 0 0
DEERE & CO com 244199105   1,368,697 3,315 SH   SOLE   0 0 0
DIAGEO PLC SPONSORED ADR com 25243Q205   4,622,807 25,515 SH   SOLE   0 0 0
DOCUSIGN INC com 256163106   607,777 10,425 SH   SOLE   0 0 0
EAGLE MATERIALS INC com 26969p108   249,475 1,700 SH   SOLE   0 0 0
EXTRA SPACE STORAGE INC com 30225t102   285,127 1,750 SH   SOLE   0 0 0
FERRARI com N3167Y103   731,538 2,700 SH   SOLE   0 0 0
FISERV INC com 337738108   472,465 4,180 SH   SOLE   0 0 0
FORD MOTOR COMPANY com 345370860   751,476 59,641 SH   SOLE   0 0 0
GENERAL DYNAMICS CORP com 369550108   1,551,828 6,800 SH   SOLE   0 0 0
GENERAL MOTORS CORP com 37045V100   1,665,455 45,405 SH   SOLE   0 0 0
GXO LOGISTICS INC com 36262g101   14,087,069 279,173 SH   SOLE   0 0 0
HCA HOLDINGS, INC. com 40412c101   628,876 2,385 SH   SOLE   0 0 0
HOME DEPOT INC com 437076102   21,154,496 71,681 SH   SOLE   0 0 0
HONEYWELL INTL INC com 438516106   10,405,528 54,445 SH   SOLE   0 0 0
ICAHN ENTERPRISES LP com 451100101   3,485,531 67,405 SH   SOLE   0 0 0
ILLINOIS TOOL WORKS com 452308109   511,245 2,100 SH   SOLE   0 0 0
IMMUNITYBIO INC com 45256x103   203,840 112,000 SH   SOLE   0 0 0
INTUIT INC com 461202103   326,347 732 SH   SOLE   0 0 0
INVESCO QQQ TRUST UNIT SER 1 ETF com 46090e103   2,102,091 6,550 SH   SOLE   0 0 0
ISHARES CORE MSCI EMERG ETF com 46434g103   236,631 4,850 SH   SOLE   0 0 0
ISHARES CORE S&P MIDCAP ETF com 464287507   846,291 3,383 SH   SOLE   0 0 0
ISHARES MSCI EAFE ETF com 464287465   1,285,572 17,975 SH   SOLE   0 0 0
ISHARES MSCI EMERGING MKTS ETF com 464287234   406,438 10,300 SH   SOLE   0 0 0
ISHARES NASDAQ BIOTECH INDEX com 464287556   379,730 2,940 SH   SOLE   0 0 0
JACOBS SOLUTIONS INC com 46982l108   679,207 5,780 SH   SOLE   0 0 0
JOHNSON & JOHNSON com 478160104   22,014,782 142,030 SH   SOLE   0 0 0
JPMORGAN CHASE & CO com 46625H100   31,027,983 238,109 SH   SOLE   0 0 0
LENNAR CORP CL A com 526057104   1,681,760 16,000 SH   SOLE   0 0 0
LOCKHEED MARTIN CORP com 539830109   5,807,960 12,286 SH   SOLE   0 0 0
MARRIOTT INTERNATIONAL com 571903202   282,268 1,700 SH   SOLE   0 0 0
MCDONALDS CORP. com 580135101   2,198,853 7,864 SH   SOLE   0 0 0
MERCK & CO INC com 58933y105   5,490,894 51,611 SH   SOLE   0 0 0
META PLATFORMS INC com 30303M102   17,922,706 84,565 SH   SOLE   0 0 0
MICROSOFT CORP com 594918104   45,022,369 156,165 SH   SOLE   0 0 0
MONDELEZ INTERNATIONAL INC com 609207105   491,107 7,044 SH   SOLE   0 0 0
MOODY'S CORPORATION com 615369105   573,787 1,875 SH   SOLE   0 0 0
MSCI INC. com 55354g100   291,038 520 SH   SOLE   0 0 0
NEXTERA ENERGY INC com 65339F101   5,385,194 69,865 SH   SOLE   0 0 0
NVIDIA CORP com 67066g104   1,170,522 4,214 SH   SOLE   0 0 0
ORACLE CORP com 68389X105   2,721,162 29,285 SH   SOLE   0 0 0
PEPSICO INC com 713448108   373,715 2,050 SH   SOLE   0 0 0
PFIZER INC COM com 717081103   14,877,760 364,651 SH   SOLE   0 0 0
PHILIP MORRIS INT'L com 718172109   698,546 7,183 SH   SOLE   0 0 0
PJT PARTNERS INC com 69343t107   1,582,260 21,918 SH   SOLE   0 0 0
PLANET FITNESS INC CL A com 72703h101   543,690 7,000 SH   SOLE   0 0 0
PMV PHARMACEUTICALS com 69353y103   119,250 25,000 SH   SOLE   0 0 0
PROCTER & GAMBLE CO com 742718109   267,790 1,801 SH   SOLE   0 0 0
RAYTHEON TECHNOLOGIES CORP com 75513e101   16,806,746 171,619 SH   SOLE   0 0 0
RELAY THERAPEUTICS INC com 75943r102   164,700 10,000 SH   SOLE   0 0 0
RIVIAN AUTOMOTIVE INC-A com 76954a103   248,794 16,072 SH   SOLE   0 0 0
SHERWIN-WILLIAMS CO com 824348106   4,676,339 20,805 SH   SOLE   0 0 0
SHYFT GROUP INC com 825698103   227,500 10,000 SH   SOLE   0 0 0
STANDARD & POOR DEPOSITARY RECEIPTS com 78462F103   350,028 855 SH   SOLE   0 0 0
STARBUCKS CORP com 855244109   993,400 9,540 SH   SOLE   0 0 0
STRYKER CORPORATION com 863667101   26,749,109 93,702 SH   SOLE   0 0 0
TAIWAN SEMICONDUCTOR MFG CO LTD ADR com 874039100   313,198 3,367 SH   SOLE   0 0 0
TANGO THERAPEUTICS com 87583x109   39,500 10,000 SH   SOLE   0 0 0
TEXTRON INC com 883203101   490,737 6,948 SH   SOLE   0 0 0
TITAN INTL INC com 88830M102   27,768,604 2,649,676 SH   SOLE   0 0 0
TJX INC com 872540109   1,252,192 15,980 SH   SOLE   0 0 0
TYRA BIOSCIENCE INC com 90240b106   353,540 22,000 SH   SOLE   0 0 0
ULTA BEAUTY INC com 90384S303   2,695,609 4,940 SH   SOLE   0 0 0
UNION PACIFIC CORP com 907818108   402,520 2,000 SH   SOLE   0 0 0
VANGUARD MID-CAP ETF com 922908629   2,181,334 10,342 SH   SOLE   0 0 0
VANGUARD SMALL-CAP ETF com 922908751   7,616,141 40,178 SH   SOLE   0 0 0
VANGUARD TOTAL STOCK MKT ETF com 922908769   510,250 2,500 SH   SOLE   0 0 0
VILLAGE FARMS INTERNATIONAL INC com 92707y108   477,582 575,400 SH   SOLE   0 0 0
VISA INC CLASS A com 92826c839   27,510,403 122,019 SH   SOLE   0 0 0
WALT DISNEY CO com 254687106   2,300,987 22,980 SH   SOLE   0 0 0
WHIRLPOOL CORP com 963320106   406,225 3,077 SH   SOLE   0 0 0
XPO LOGISTICS com 983793100   10,909,098 341,978 SH   SOLE   0 0 0
ZOETIS INC com 98978V103   10,628,525 63,858 SH   SOLE   0 0 0