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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ASML HOLDING N V N Y REGISTRY SHS N07059210 9,684 14,499 SH   SOLE   9,684 0 0
NXP SEMICONDUCTORS N V COM N6596X109 11,085 59,895 SH   SOLE   11,085 0 0
ABB LTD SPONSORED ADR 000375204 3,831 118,450 SH   SOLE   3,831 0 0
APPLE INC COM 037833100 14,321 82,016 SH   SOLE   14,321 0 0
APPLIED MATLS INC COM 038222105 11,069 83,980 SH   SOLE   11,069 0 0
AUTOZONE INC COM 053332102 5,163 2,525 SH   SOLE   5,163 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,763 16,332 SH   SOLE   5,763 0 0
BROADCOM INC COM 11135F101 14,520 23,060 SH   SOLE   14,520 0 0
CITIGROUP INC COM NEW 172967424 5,867 109,860 SH   SOLE   5,867 0 0
EAST WEST BANCORP INC COM 27579R104 7,395 93,585 SH   SOLE   7,395 0 0
EMERSON ELEC CO COM 291011104 250 2,550 SH   SOLE   250 0 0
ENERSYS COM 29275Y102 2,204 29,550 SH   SOLE   2,204 0 0
ERICSSON ADR B SEK 10 294821608 4,012 439,000 SH   SOLE   4,012 0 0
EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707 4,511 77,385 SH   SOLE   4,511 0 0
FISERV INC COM 337738108 1,806 17,815 SH   SOLE   1,806 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 6,478 323,275 SH   SOLE   6,478 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL IND 46137V324 6,196 32,858 SH   SOLE   6,196 0 0
JPMORGAN CHASE & CO COM 46625H100 7,780 57,068 SH   SOLE   7,780 0 0
JACOBS ENGR GROUP INC COM 469814107 6,824 49,520 SH   SOLE   6,824 0 0
JOHN HANCOCK EXCHANGE TRADED MLTFACTR MATLS 47804J800 227 4,495 SH   SOLE   227 0 0
JOHNSON & JOHNSON COM 478160104 722 4,075 SH   SOLE   722 0 0
KLA CORP COM NEW 482480100 5,977 16,327 SH   SOLE   5,977 0 0
MICROSOFT CORP COM 594918104 661 2,144 SH   SOLE   661 0 0
MISSION PRODUCE INC COM 60510V108 11,472 906,858 SH   SOLE   11,472 0 0
PERKINELMER INC COM 714046109 4,957 28,415 SH   SOLE   4,957 0 0
PFIZER INC COM 717081103 313 6,050 SH   SOLE   313 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 6,587 66,488 SH   SOLE   6,587 0 0
RBC BEARINGS INC COM 75524B104 3,777 19,483 SH   SOLE   3,777 0 0
SPDR SER TR S&P BIOTECH 78464A870 2,488 27,686 SH   SOLE   2,488 0 0
SVB FINANCIAL GROUP COM 78486Q101 9,583 17,130 SH   SOLE   9,583 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 204 4,300 SH   SOLE   204 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 320 8,345 SH   SOLE   320 0 0
TERADYNE INC COM 880770102 7,444 62,965 SH   SOLE   7,444 0 0
VALERO ENERGY CORP COM 91913Y100 4,470 44,025 SH   SOLE   4,470 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 837 3,103 SH   SOLE   837 0 0
VANECK ETF TRUST AGRIBUSINESS ETF 92189F700 330 3,160 SH   SOLE   330 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422 2,927 81,280 SH   SOLE   2,927 0 0