The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ADIENT PLC | COM | G0084W101 | 6,769 | 166,031 | SH | SOLE | 0 | 0 | 166,031 | ||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 79,643 | 174,801 | SH | SOLE | 0 | 0 | 174,801 | ||
ALPHABET INC | COM | 02079K107 | 115,172 | 41,236 | SH | SOLE | 0 | 0 | 41,236 | ||
AMAZON COM INC | COM | 023135106 | 127,255 | 39,036 | SH | SOLE | 0 | 0 | 39,036 | ||
APPLE INC | COM | 037833100 | 133,538 | 764,781 | SH | SOLE | 0 | 0 | 764,781 | ||
BAIDU INC | SPON ADR | 056752108 | 15,215 | 115,000 | SH | SOLE | 0 | 0 | 115,000 | ||
BALL CORP | COM | 058498106 | 39,150 | 435,000 | SH | SOLE | 0 | 0 | 435,000 | ||
BERKSHIRE HATHAWAY INC DEL | COM | 084670702 | 30,790 | 87,247 | SH | SOLE | 0 | 0 | 87,247 | ||
BLACKSTONE INC | COM | 09260D107 | 12,151 | 95,719 | SH | SOLE | 0 | 0 | 95,719 | ||
BOEING CO | COM | 097023105 | 9,575 | 50,000 | SH | SOLE | 0 | 0 | 50,000 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 84,918 | 36,159 | SH | SOLE | 0 | 0 | 36,159 | ||
CAPITOL FED FINL INC | COM | 14057J101 | 2,176 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
CARVANA CO | COM | 146869102 | 39,601 | 331,970 | SH | SOLE | 0 | 0 | 331,970 | ||
CATERPILLAR INC | COM | 149123101 | 30,415 | 136,500 | SH | SOLE | 0 | 0 | 136,500 | ||
CENTENE CORP DEL | COM | 15135B101 | 72,152 | 857,013 | SH | SOLE | 0 | 0 | 857,013 | ||
CISCO SYS INC | COM | 17275R102 | 9,799 | 175,739 | SH | SOLE | 0 | 0 | 175,739 | ||
COMCAST CORP NEW | COM | 20030N101 | 6,810 | 145,451 | SH | SOLE | 0 | 0 | 145,451 | ||
COSTAR GROUP INC | COM | 22160N109 | 13,056 | 196,003 | SH | SOLE | 0 | 0 | 196,003 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 3,080 | 5,348 | SH | SOLE | 0 | 0 | 5,348 | ||
COUPANG INC | CL A | 22266T109 | 37,944 | 2,146,156 | SH | SOLE | 0 | 0 | 2,146,156 | ||
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 10,781 | 58,401 | SH | SOLE | 0 | 0 | 58,401 | ||
DISCOVERY INC | COM | 25470F302 | 7,035 | 281,743 | SH | SOLE | 0 | 0 | 281,743 | ||
DISNEY WALT CO | COM | 254687106 | 9,485 | 69,153 | SH | SOLE | 0 | 0 | 69,153 | ||
ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 180,565 | 6,920,863 | SH | SOLE | 0 | 0 | 6,920,863 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 26,188 | 207,000 | SH | SOLE | 0 | 0 | 207,000 | ||
ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 8,451 | 327,442 | SH | SOLE | 0 | 0 | 327,442 | ||
HONEYWELL INTL INC | COM | 438516106 | 9,885 | 50,803 | SH | SOLE | 0 | 0 | 50,803 | ||
HUMANA INC | COM | 444859102 | 2,440 | 5,606 | SH | SOLE | 0 | 0 | 5,606 | ||
INTEL CORP | COM | 458140100 | 9,495 | 191,583 | SH | SOLE | 0 | 0 | 191,583 | ||
INTUITIVE SURGICAL INC | COM | 46120E602 | 82,143 | 272,286 | SH | SOLE | 0 | 0 | 272,286 | ||
ISHARES TR SELECT DIVD ETF | ETF | 464287168 | 573 | 4,473 | SH | SOLE | 0 | 0 | 4,473 | ||
JOHNSON & JOHNSON | COM | 478160104 | 9,874 | 55,715 | SH | SOLE | 0 | 0 | 55,715 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 37,035 | 271,678 | SH | SOLE | 0 | 0 | 271,678 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 752 | 19,342 | SH | SOLE | 0 | 0 | 19,342 | ||
LIBERTY BROADBAND COM SER C | COM | 530307305 | 10,317 | 76,238 | SH | SOLE | 0 | 0 | 76,238 | ||
LIBERTY MEDIA CORP DEL | COM | 531229607 | 8,812 | 192,702 | SH | SOLE | 0 | 0 | 192,702 | ||
LILLY ELI & CO | COM | 532457108 | 13,257 | 46,294 | SH | SOLE | 0 | 0 | 46,294 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 12,651 | 28,662 | SH | SOLE | 0 | 0 | 28,662 | ||
LOWES COS INC | COM | 548661107 | 10,501 | 51,935 | SH | SOLE | 0 | 0 | 51,935 | ||
LUMINAR TECHNOLOGIES INC | COM | 550424105 | 84,787 | 5,424,610 | SH | SOLE | 0 | 0 | 5,424,610 | ||
MASTERCARD INCORPORATED | COM | 57636Q104 | 2,698 | 7,548 | SH | SOLE | 0 | 0 | 7,548 | ||
MCDONALDS CORP | COM | 580135101 | 10,836 | 43,821 | SH | SOLE | 0 | 0 | 43,821 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 4,890 | 62,786 | SH | SOLE | 0 | 0 | 62,786 | ||
MICROSOFT CORP | COM | 594918104 | 98,314 | 318,881 | SH | SOLE | 0 | 0 | 318,881 | ||
NETFLIX INC | COM | 64110L106 | 5,020 | 13,400 | SH | SOLE | 0 | 0 | 13,400 | ||
NIKE INC | COM | 654106103 | 17,157 | 127,505 | SH | SOLE | 0 | 0 | 127,505 | ||
NOVO-NORDISK A S | ADR | 670100205 | 54,316 | 489,111 | SH | SOLE | 0 | 0 | 489,111 | ||
NVIDIA CORPORATION | COM | 67066G104 | 3,538 | 12,968 | SH | SOLE | 0 | 0 | 12,968 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 2,680 | 14,479 | SH | SOLE | 0 | 0 | 14,479 | ||
OGE ENERGY CORP | COM | 670837103 | 9,338 | 228,980 | SH | SOLE | 0 | 0 | 228,980 | ||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 72,782 | 106,258 | SH | SOLE | 0 | 0 | 106,258 | ||
PAYCHEX INC | COM | 704326107 | 12,826 | 93,986 | SH | SOLE | 0 | 0 | 93,986 | ||
PEPSICO INC | COM | 713448108 | 11,006 | 65,754 | SH | SOLE | 0 | 0 | 65,754 | ||
PRICE T ROWE GROUP INC | COM | 74144T108 | 8,504 | 56,250 | SH | SOLE | 0 | 0 | 56,250 | ||
PROTERRA INC | COM | 74374T109 | 6,663 | 886,078 | SH | SOLE | 0 | 0 | 886,078 | ||
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 11,703 | 118,129 | SH | SOLE | 0 | 0 | 118,129 | ||
S&P GLOBAL INC | COM | 78409V104 | 10,177 | 24,811 | SH | SOLE | 0 | 0 | 24,811 | ||
SCHLUMBERGER LTD | COM | 806857108 | 9,543 | 231,019 | SH | SOLE | 0 | 0 | 231,019 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 9,353 | 110,931 | SH | SOLE | 0 | 0 | 110,931 | ||
SHOPIFY INC | COM | 82509L107 | 18,927 | 28,000 | SH | SOLE | 0 | 0 | 28,000 | ||
SNOWFLAKE INC | COM | 833445109 | 16,766 | 73,173 | SH | SOLE | 0 | 0 | 73,173 | ||
SPDR INDEX SHS FDS PORTFOLIO EMG MKT | ETF | 78463X509 | 308 | 7,974 | SH | SOLE | 0 | 0 | 7,974 | ||
SPDR INDEX SHS FDS PORTFOLIO DEVLPD | ETF | 78463X889 | 414 | 12,067 | SH | SOLE | 0 | 0 | 12,067 | ||
SPDR S&P 500 ETF TR | ETF | 78462F103 | 3,325 | 7,362 | SH | SOLE | 0 | 0 | 7,362 | ||
SPDR SERIES TRUST BLOOMBERG BRC | ETF | 78468R200 | 1,076 | 35,303 | SH | SOLE | 0 | 0 | 35,303 | ||
SPDR SER TR PRTFLO S&P 500 HI | ETF | 78468R788 | 330 | 7,502 | SH | SOLE | 0 | 0 | 7,502 | ||
SPDR SER TR PORTFOLIO S&P600 | ETF | 78468R853 | 283 | 6,727 | SH | SOLE | 0 | 0 | 6,727 | ||
SPDR SERIES TRUST PRTFLO S&P 500 | ETF | 78464A854 | 1,602 | 30,147 | SH | SOLE | 0 | 0 | 30,147 | ||
STARBUCKS CORP | COM | 855244109 | 9,068 | 99,680 | SH | SOLE | 0 | 0 | 99,680 | ||
STELLANTIS N.V | SHS | N82405106 | 12,082 | 742,610 | SH | SOLE | 0 | 0 | 742,610 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 2,026 | 13,177 | SH | SOLE | 0 | 0 | 13,177 | ||
TEXAS INSTRS INC | COM | 882508104 | 10,554 | 57,523 | SH | SOLE | 0 | 0 | 57,523 | ||
UNITED PARCEL SERVICE INC | COM | 911312106 | 11,417 | 53,235 | SH | SOLE | 0 | 0 | 53,235 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 124,257 | 243,656 | SH | SOLE | 0 | 0 | 243,656 | ||
VANGUARD BD INDEX FD TOTAL BND MRKT | ETF | 921937835 | 295 | 3,710 | SH | SOLE | 0 | 0 | 3,710 | ||
VANGUARD INDEX FDS S&P 500 ETF | ETF | 922908363 | 235 | 566 | SH | SOLE | 0 | 0 | 566 | ||
VANGUARD INDEX FDS TOTAL STK MKT | ETF | 922908769 | 3,423 | 15,034 | SH | SOLE | 0 | 0 | 15,034 | ||
VANGUARD INTL EQUITY ALL WRLD EX US | ETF | 922042775 | 328 | 5,697 | SH | SOLE | 0 | 0 | 5,697 | ||
VANGUARD SCOTTSDALE RUS2000IDX | ETF | 92206C664 | 658 | 7,938 | SH | SOLE | 0 | 0 | 7,938 | ||
VANGUARD WHITEHALL HIGH DIV YLD | ETF | 921946406 | 1,979 | 17,631 | SH | SOLE | 0 | 0 | 17,631 | ||
VEEVA SYS INC | COM | 922475108 | 2,479 | 11,666 | SH | SOLE | 0 | 0 | 11,666 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 9,740 | 191,209 | SH | SOLE | 0 | 0 | 191,209 | ||
VISA INC | COM | 92826C839 | 2,567 | 11,577 | SH | SOLE | 0 | 0 | 11,577 | ||
ZILLOW GROUP INC | COM | 98954M200 | 2,858 | 57,982 | SH | SOLE | 0 | 0 | 57,982 |