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
ABBVIE INC com 00287Y109 26,194,495 171,027 SH   SOLE   0 0 0
ALPHABET, INC. A com 02079k305 46,529,380 21,351 SH   SOLE   0 0 0
ALPHABET, INC. C com 02079k107 11,136,308 5,091 SH   SOLE   0 0 0
ALTRIA GROUP INC com 02209s103 460,931 11,035 SH   SOLE   0 0 0
AMAZON.COM INC com 023135106 43,565,217 410,180 SH   SOLE   0 0 0
APPLE INC com 037833100 171,253,557 1,252,586 SH   SOLE   0 0 0
ARCUTIS BIOTHERAPEUTICS INC com 03969k108 447,510 21,000 SH   SOLE   0 0 0
BANK OF AMERICA CORP com 060505104 3,657,868 117,503 SH   SOLE   0 0 0
BERKSHIRE HATHAWAY INC. CL B com 084670702 1,541,470 5,646 SH   SOLE   0 0 0
BLACKSTONE INC com 09260D107 46,866,766 513,721 SH   SOLE   0 0 0
BRISTOL-MYERS SQUIBB com 110122108 8,054,739 104,607 SH   SOLE   0 0 0
BROOKFIELD ASSET MGMT INC com 112585104 609,239 13,700 SH   SOLE   0 0 0
CANOO INC com 13803r102 189,625 102,500 SH   SOLE   0 0 0
CARRIER GLOBAL CORP com 14448C104 944,704 26,492 SH   SOLE   0 0 0
CBOE HOLDINGS INC com 12503M108 560,743 4,954 SH   SOLE   0 0 0
CHEVRON CORPORATION com 166764100 1,370,053 9,463 SH   SOLE   0 0 0
CISCO SYSTEMS INC com 17275R102 729,357 17,105 SH   SOLE   0 0 0
COMCAST CORP NEW CL A com 20030N101 881,448 22,463 SH   SOLE   0 0 0
CONOCOPHILLIPS com 20825C104 707,253 7,875 SH   SOLE   0 0 0
COSTCO WHOLESALE CORP com 22160k105 6,342,312 13,233 SH   SOLE   0 0 0
DANAHER CORP com 235851102 5,074,456 20,016 SH   SOLE   0 0 0
DEERE & CO com 244199105 997,235 3,330 SH   SOLE   0 0 0
DIAGEO PLC SPONSORED ADR com 25243Q205 4,403,494 25,290 SH   SOLE   0 0 0
DOCUSIGN INC com 256163106 712,946 12,425 SH   SOLE   0 0 0
EXTRA SPACE STORAGE INC com 30225t102 297,710 1,750 SH   SOLE   0 0 0
FERRARI com N3167Y103 495,396 2,700 SH   SOLE   0 0 0
FISERV INC com 337738108 371,894 4,180 SH   SOLE   0 0 0
FORD MOTOR COMPANY com 345370860 585,003 52,561 SH   SOLE   0 0 0
GENERAL DYNAMICS CORP com 369550108 1,516,668 6,855 SH   SOLE   0 0 0
GENERAL MOTORS CORP com 37045V100 1,692,808 53,300 SH   SOLE   0 0 0
GOLDMAN SACHS GROUP INC com 38141g104 228,705 770 SH   SOLE   0 0 0
GXO LOGISTICS INC com 36262g101 11,487,665 265,488 SH   SOLE   0 0 0
HCA HOLDINGS, INC. com 40412c101 441,157 2,625 SH   SOLE   0 0 0
HOME DEPOT INC com 437076102 19,777,883 72,111 SH   SOLE   0 0 0
HONEYWELL INTL INC com 438516106 9,755,086 56,125 SH   SOLE   0 0 0
ICAHN ENTERPRISES LP com 451100101 3,308,315 68,751 SH   SOLE   0 0 0
ILLINOIS TOOL WORKS com 452308109 382,725 2,100 SH   SOLE   0 0 0
INTUIT INC com 461202103 282,142 732 SH   SOLE   0 0 0
INVESCO QQQ TRUST UNIT SER 1 ETF com 46090e103 1,842,841 6,575 SH   SOLE   0 0 0
ISHARES CORE MSCI EMERG ETF com 46434g103 291,907 5,950 SH   SOLE   0 0 0
ISHARES CORE S&P MIDCAP ETF com 464287507 771,444 3,410 SH   SOLE   0 0 0
ISHARES MSCI EAFE ETF com 464287465 1,395,089 22,325 SH   SOLE   0 0 0
ISHARES MSCI EMERGING MKTS ETF com 464287234 753,880 18,800 SH   SOLE   0 0 0
ISHARES NASDAQ BIOTECH INDEX com 464287556 345,832 2,940 SH   SOLE   0 0 0
JACOBS ENGINEERING GROUP INC com 469814107 1,697,821 13,355 SH   SOLE   0 0 0
JOHNSON & JOHNSON com 478160104 24,492,804 137,979 SH   SOLE   0 0 0
JPMORGAN CHASE & CO com 46625H100 27,313,442 242,549 SH   SOLE   0 0 0
LENNAR CORP CL A com 526057104 1,143,234 16,200 SH   SOLE   0 0 0
LOCKHEED MARTIN CORP com 539830109 1,681,573 3,911 SH   SOLE   0 0 0
MARRIOTT INTERNATIONAL com 571903202 231,217 1,700 SH   SOLE   0 0 0
MCDONALDS CORP. com 580135101 1,937,761 7,849 SH   SOLE   0 0 0
MERCK & CO INC com 58933y105 4,860,363 53,311 SH   SOLE   0 0 0
META PLATFORMS INC com 30303M102 16,619,231 103,065 SH   SOLE   0 0 0
MICROSOFT CORP com 594918104 35,848,845 139,582 SH   SOLE   0 0 0
MONDELEZ INTERNATIONAL INC com 609207105 437,361 7,044 SH   SOLE   0 0 0
MOODY'S CORPORATION com 615369105 509,943 1,875 SH   SOLE   0 0 0
MSCI INC. com 55354g100 232,864 565 SH   SOLE   0 0 0
NEXTERA ENERGY INC com 65339F101 3,918,701 50,590 SH   SOLE   0 0 0
NVIDIA CORP com 67066g104 259,825 1,714 SH   SOLE   0 0 0
ORACLE CORP com 68389X105 2,136,973 30,585 SH   SOLE   0 0 0
OTIS WORLDWIDE CORP com 68902v107 225,790 3,195 SH   SOLE   0 0 0
PEPSICO INC com 713448108 403,817 2,423 SH   SOLE   0 0 0
PFIZER INC COM com 717081103 20,883,078 398,304 SH   SOLE   0 0 0
PHILIP MORRIS INT'L com 718172109 709,249 7,183 SH   SOLE   0 0 0
PJT PARTNERS INC com 69343t107 1,594,512 22,688 SH   SOLE   0 0 0
PLANET FITNESS INC CL A com 72703h101 1,108,563 16,300 SH   SOLE   0 0 0
PROCTER & GAMBLE CO com 742718109 255,227 1,775 SH   SOLE   0 0 0
RAYTHEON TECHNOLOGIES CORP com 75513e101 16,405,880 170,698 SH   SOLE   0 0 0
RIVIAN AUTOMOTIVE INC-A com 76954a103 409,266 15,900 SH   SOLE   0 0 0
SHERWIN-WILLIAMS CO com 824348106 4,792,793 21,405 SH   SOLE   0 0 0
SHYFT GROUP INC com 825698103 185,900 10,000 SH   SOLE   0 0 0
SPLUNK INC com 848637104 1,498,512 16,940 SH   SOLE   0 0 0
STANDARD & POOR DEPOSITARY RECEIPTS com 78462F103 322,548 855 SH   SOLE   0 0 0
STARBUCKS CORP com 855244109 812,789 10,640 SH   SOLE   0 0 0
STRYKER CORPORATION com 863667101 19,643,740 98,747 SH   SOLE   0 0 0
TEXTRON INC com 883203101 424,314 6,948 SH   SOLE   0 0 0
TITAN INTL INC com 88830M102 41,018,410 2,716,451 SH   SOLE   0 0 0
TJX INC com 872540109 1,502,365 26,900 SH   SOLE   0 0 0
ULTA BEAUTY INC com 90384S303 2,058,463 5,340 SH   SOLE   0 0 0
UNION PACIFIC CORP com 907818108 426,560 2,000 SH   SOLE   0 0 0
VANGUARD MID-CAP ETF com 922908629 2,040,412 10,359 SH   SOLE   0 0 0
VANGUARD SMALL-CAP ETF com 922908751 7,161,160 40,663 SH   SOLE   0 0 0
VANGUARD TOTAL STOCK MKT ETF com 922908769 471,550 2,500 SH   SOLE   0 0 0
VILLAGE FARMS INTERNATIONAL INC com 92707y108 1,533,114 587,400 SH   SOLE   0 0 0
VISA INC CLASS A com 92826c839 24,459,447 124,229 SH   SOLE   0 0 0
WALT DISNEY CO com 254687106 3,641,574 38,576 SH   SOLE   0 0 0
WHIRLPOOL CORP com 963320106 569,456 3,677 SH   SOLE   0 0 0
XPO LOGISTICS com 983793100 13,505,894 280,438 SH   SOLE   0 0 0
ZOETIS INC com 98978V103 3,315,414 19,288 SH   SOLE   0 0 0