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
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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
ADVANCED MICRO DEVICES INC COM 007903107   5,761,241 31,920 SH   SOLE   31,920 0 0
AMERIPRISE FINL INC COM 03076C106   1,059,709 2,417 SH   SOLE   2,417 0 0
APPFOLIO INC COM CL A 03783C100   2,585,588 10,479 SH   SOLE   10,479 0 0
APPLE INC COM 037833100   3,534,889 20,614 SH   SOLE   20,614 0 0
AT&T INC COM 00206R102   1,913,965 108,403 SH   SOLE   108,403 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   1,207,427 10,827 SH   SOLE   10,827 0 0
BADGER METER INC COM 056525108   1,904,666 11,771 SH   SOLE   11,771 0 0
BANK AMERICA CORP COM 060505104   599,856 15,819 SH   SOLE   15,819 0 0
BOOKING HOLDINGS INC COM 09857L108   6,403,208 1,765 SH   SOLE   1,765 0 0
BOSTON SCIENTIFIC CORP COM 101137107   4,475,205 65,341 SH   SOLE   65,341 0 0
BROADCOM INC COM 11135F101   5,493,824 4,145 SH   SOLE   4,145 0 0
C3 AI INC CL A 12468P104   840,388 31,045 SH   SOLE   31,045 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   1,532,431 4,923 SH   SOLE   4,923 0 0
CBOE GLOBAL MKTS INC COM 12503M108   1,555,826 8,468 SH   SOLE   8,468 0 0
CONSTELLATION ENERGY CORP COM 21037T109   1,863,288 10,080 SH   SOLE   10,080 0 0
COPART INC COM 217204106   4,900,148 84,602 SH   SOLE   84,602 0 0
DECKERS OUTDOOR CORP COM 243537107   2,102,775 2,234 SH   SOLE   2,234 0 0
E L F BEAUTY INC COM 26856L103   2,128,494 10,858 SH   SOLE   10,858 0 0
ECOLAB INC COM 278865100   757,352 3,280 SH   SOLE   3,280 0 0
ELI LILLY & CO COM 532457108   4,077,288 5,241 SH   SOLE   5,241 0 0
FAIR ISAAC CORP COM 303250104   6,765,389 5,414 SH   SOLE   5,414 0 0
FEDERAL SIGNAL CORP COM 313855108   804,398 9,478 SH   SOLE   9,478 0 0
GLOBAL X FDS GB MSCI AR ETF 37950E259   1,093,067 20,321 SH   SOLE   20,321 0 0
GRAINGER W W INC COM 384802104   2,499,506 2,457 SH   SOLE   2,457 0 0
GREEN BRICK PARTNERS INC COM 392709101   638,739 10,605 SH   SOLE   10,605 0 0
HOWMET AEROSPACE INC COM 443201108   5,293,745 77,360 SH   SOLE   77,360 0 0
HUBBELL INC COM 443510607   725,507 1,748 SH   SOLE   1,748 0 0
INGERSOLL RAND INC COM 45687V106   1,220,867 12,858 SH   SOLE   12,858 0 0
INTEL CORP COM 458140100   3,021,405 68,404 SH   SOLE   68,404 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282   5,364,012 152,430 SH   SOLE   152,430 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   23,398,883 52,699 SH   SOLE   52,699 0 0
ISHARES SILVER TR ISHARES 46428Q109   319,956 14,064 SH   SOLE   14,064 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   1,881,344 8,946 SH   SOLE   8,946 0 0
ISHARES TR 20 YR TR BD ETF 464287432   3,723,486 39,352 SH   SOLE   39,352 0 0
JPMORGAN CHASE & CO COM 46625H100   822,432 4,106 SH   SOLE   4,106 0 0
LAMB WESTON HLDGS INC COM 513272104   3,268,447 30,681 SH   SOLE   30,681 0 0
MANHATTAN ASSOCIATES INC COM 562750109   518,226 2,071 SH   SOLE   2,071 0 0
MAXIMUS INC COM 577933104   1,744,449 20,792 SH   SOLE   20,792 0 0
META PLATFORMS INC CL A 30303M102   1,419,350 2,923 SH   SOLE   2,923 0 0
MICROSOFT CORP COM 594918104   4,570,702 10,864 SH   SOLE   10,864 0 0
MOOG INC CL A 615394202   868,496 5,440 SH   SOLE   5,440 0 0
NOVO-NORDISK A S ADR 670100205   1,384,024 10,779 SH   SOLE   10,779 0 0
NVIDIA CORPORATION COM 67066G104   13,771,158 15,241 SH   SOLE   15,241 0 0
ORACLE CORP COM 68389X105   1,273,811 10,141 SH   SOLE   10,141 0 0
PARKER-HANNIFIN CORP COM 701094104   847,024 1,524 SH   SOLE   1,524 0 0
PRIMERICA INC COM 74164M108   776,334 3,069 SH   SOLE   3,069 0 0
PROGRESSIVE CORP COM 743315103   2,084,746 10,080 SH   SOLE   10,080 0 0
QUANTA SVCS INC COM 74762E102   311,760 1,200 SH   SOLE   1,200 0 0
RAYMOND JAMES FINL INC COM 754730109   913,708 7,115 SH   SOLE   7,115 0 0
REGENERON PHARMACEUTICALS COM 75886F107   4,578,565 4,757 SH   SOLE   4,757 0 0
SAGE THERAPEUTICS INC COM 78667J108   203,085 10,837 SH   SOLE   10,837 0 0
SALESFORCE INC COM 79466L302   4,501,737 14,947 SH   SOLE   14,947 0 0
SCHWAB CHARLES CORP COM 808513105   647,732 8,954 SH   SOLE   8,954 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   1,927,094 23,599 SH   SOLE   23,599 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   20,093,057 96,476 SH   SOLE   96,476 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   9,084,697 96,226 SH   SOLE   96,226 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   1,561,051 37,062 SH   SOLE   37,062 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   268,295 2,130 SH   SOLE   2,130 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   688,482 6,356 SH   SOLE   6,356 0 0
SPDR GOLD TR GOLD SHS 78463V107   404,446 1,966 SH   SOLE   1,966 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   12,362,236 23,634 SH   SOLE   23,634 0 0
SPDR SER TR PRTFLO S&P500 GW 78464A409   2,572,539 35,168 SH   SOLE   35,168 0 0
SPDR SER TR PORTFOLIO S&P400 78464A847   2,936,474 55,052 SH   SOLE   55,052 0 0
SPDR SER TR S&P CAP MKTS 78464A771   2,910,560 26,328 SH   SOLE   26,328 0 0
SPDR SER TR AEROSPACE DEF 78464A631   1,939,600 13,804 SH   SOLE   13,804 0 0
SPS COMM INC COM 78463M107   1,807,028 9,773 SH   SOLE   9,773 0 0
SUPER MICRO COMPUTER INC COM 86800U104   1,018,110 1,008 SH   SOLE   1,008 0 0
SYNOPSYS INC COM 871607107   2,160,270 3,780 SH   SOLE   3,780 0 0
TEREX CORP NEW COM 880779103   663,256 10,299 SH   SOLE   10,299 0 0
TRANSDIGM GROUP INC COM 893641100   2,224,270 1,806 SH   SOLE   1,806 0 0
TRI POINTE HOMES INC COM 87265H109   716,911 18,544 SH   SOLE   18,544 0 0
TYLER TECHNOLOGIES INC COM 902252105   608,614 1,432 SH   SOLE   1,432 0 0
ULTA BEAUTY INC COM 90384S303   2,165,246 4,141 SH   SOLE   4,141 0 0
UNITED STS OIL FD LP UNITS 91232N207   918,307 11,664 SH   SOLE   11,664 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   34,469,593 153,205 SH   SOLE   153,205 0 0
VANGUARD WORLD FD FINANCIALS ETF 92204A405   6,143,093 59,997 SH   SOLE   59,997 0 0
VERISK ANALYTICS INC COM 92345Y106   2,701,937 11,462 SH   SOLE   11,462 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   2,799,413 6,697 SH   SOLE   6,697 0 0
WESCO INTL INC COM 95082P105   583,380 3,406 SH   SOLE   3,406 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   1,720,547 4,348 SH   SOLE   4,348 0 0
WINMARK CORP COM 974250102   576,550 1,594 SH   SOLE   1,594 0 0