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
ADOBE INC COM 00724F101 BBG001S5NCQ5 295,696 586 SH   SOLE   0 0 586
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 41,659,258 230,812 SH   SOLE   0 0 230,812
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 9,394,034 62,241 SH   SOLE   0 0 62,241
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 235,242 1,545 SH   SOLE   0 0 1,545
ALPS ETF TR MED BREAKTHGH 00162Q593 BBG007TGGCM9 305,663 8,550 SH   SOLE   0 0 8,550
AMAZON COM INC COM 023135106 BBG001S5PQL7 7,757,422 43,006 SH   SOLE   0 0 43,006
AMGEN INC COM 031162100 BBG001S5NNL6 4,073,877 14,328 SH   SOLE   0 0 14,328
AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664 BBG01L6XYQ08 2,963,869 46,231 SH   SOLE   0 0 46,231
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 17,704,494 89,512 SH   SOLE   0 0 89,512
APPLE INC COM 037833100 BBG001S5N8V8 20,051,266 116,931 SH   SOLE   0 0 116,931
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 27,547,585 133,577 SH   SOLE   0 0 133,577
ARK ETF TR GENOMIC REV ETF 00214Q302 BBG007FJPCC9 620,008 21,558 SH   SOLE   0 0 21,558
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 13,480,799 13,891 SH   SOLE   0 0 13,891
AVID BIOSERVICES INC COM 05368M106 BBG001SD4YL6 247,418 36,928 SH   SOLE   0 0 36,928
BEAM THERAPEUTICS INC COM 07373V105 BBG00KXC8655 206,500 6,250 SH   SOLE   0 0 6,250
BLACKROCK INC COM 09247X101 BBG001SDBP55 9,095,584 10,910 SH   SOLE   0 0 10,910
BLOCK INC CL A 852234103 BBG001TFLWL5 2,876,058 34,004 SH   SOLE   0 0 34,004
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 1,622,399 29,917 SH   SOLE   0 0 29,917
CATALENT INC COM 148806102 BBG005XR47N7 267,799 4,744 SH   SOLE   0 0 4,744
CATERPILLAR INC COM 149123101 BBG001S5PJ06 8,235,514 22,475 SH   SOLE   0 0 22,475
CBOE GLOBAL MKTS INC COM 12503M108 BBG001T71BP7 17,401,923 94,715 SH   SOLE   0 0 94,715
CME GROUP INC COM 12572Q105 BBG001S86547 9,180,611 42,643 SH   SOLE   0 0 42,643
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 14,440,313 19,710 SH   SOLE   0 0 19,710
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 BBG00DBBGRY0 3,952,462 57,988 SH   SOLE   0 0 57,988
CUMMINS INC COM 231021106 BBG001S5Q9M3 5,255,967 17,838 SH   SOLE   0 0 17,838
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 309,070 3,875 SH   SOLE   0 0 3,875
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 8,730,674 34,962 SH   SOLE   0 0 34,962
DIREXION SHS ETF TR DAILY S&P BIOTCH 25460G120 BBG0099SHLB2 609,716 4,594 SH   SOLE   0 0 4,594
DIREXION SHS ETF TR DLY SCOND 3XBU 25459W458 BBG001T6YQM3 508,526 10,929 SH   SOLE   0 0 10,929
FEDEX CORP COM 31428X106 BBG001S5R3M5 1,237,189 4,270 SH   SOLE   0 0 4,270
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 BBG006XT8631 4,947,148 82,978 SH   SOLE   0 0 82,978
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 BBG001SQ1891 4,731,964 30,773 SH   SOLE   0 0 30,773
FIRST TR NAS100 EQ WEIGHTED SHS 337344105 BBG001SNH6H6 266,385 2,150 SH   SOLE   0 0 2,150
GLOBAL X FDS GENOMIC BIOTECH 37954Y434 BBG00NTYZBH2 667,448 58,651 SH   SOLE   0 0 58,651
HOLOGIC INC COM 436440101 BBG001S6HWB2 10,910,619 139,952 SH   SOLE   0 0 139,952
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 5,714,981 27,844 SH   SOLE   0 0 27,844
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 11,301,132 42,117 SH   SOLE   0 0 42,117
INTELLIA THERAPEUTICS INC COM 45826J105 BBG007KC7PC9 2,104,295 76,492 SH   SOLE   0 0 76,492
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 388,795 2,036 SH   SOLE   0 0 2,036
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 9,364,647 23,465 SH   SOLE   0 0 23,465
INVESCO EXCH TRADED FD TR II S&P SMLCP HELT 46138E149 BBG001T7V3G2 1,234,867 28,232 SH   SOLE   0 0 28,232
INVESCO EXCH TRADED FD TR II S&P SMLCP INFO 46138E115 BBG001T7V3J9 635,402 13,694 SH   SOLE   0 0 13,694
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 1,548,711 44,010 SH   SOLE   0 0 44,010
INVESCO EXCHANGE TRADED FD T SEMICONDUCTORS 46137V647 BBG001SN6GS4 311,494 5,520 SH   SOLE   0 0 5,520
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 4,709,032 10,606 SH   SOLE   0 0 10,606
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 15,616,223 61,751 SH   SOLE   0 0 61,751
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 11,276,382 102,030 SH   SOLE   0 0 102,030
ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 272,569 2,364 SH   SOLE   0 0 2,364
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 1,372,616 2,611 SH   SOLE   0 0 2,611
ISHARES TR GNMA BOND ETF 46429B333 BBG002N8KM74 4,961,647 114,350 SH   SOLE   0 0 114,350
ISHARES TR IBONDS 25 TRM TS 46436E866 BBG00RYR2N19 5,943,605 255,859 SH   SOLE   0 0 255,859
ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 9,260,841 67,489 SH   SOLE   0 0 67,489
ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 383,994 1,418 SH   SOLE   0 0 1,418
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 669,806 3,185 SH   SOLE   0 0 3,185
ISHARES TR S&P 100 ETF 464287101 BBG001SGB026 203,124 821 SH   SOLE   0 0 821
ISHARES TR US AER DEF ETF 464288760 BBG001SC08P5 1,176,420 8,917 SH   SOLE   0 0 8,917
ISHARES TR US BR DEL SE ETF 464288794 BBG001SQZT98 3,847,008 33,161 SH   SOLE   0 0 33,161
ISHARES TR US TRSPRTION 464287192 BBG001SB7HJ7 3,433,267 48,768 SH   SOLE   0 0 48,768
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 8,706,249 55,037 SH   SOLE   0 0 55,037
L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 2,130,148 9,996 SH   SOLE   0 0 9,996
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 30,951,739 31,857 SH   SOLE   0 0 31,857
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 4,131,584 9,083 SH   SOLE   0 0 9,083
LOWES COS INC COM 548661107 BBG001S5SVL3 306,185 1,202 SH   SOLE   0 0 1,202
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 301,240 4,250 SH   SOLE   0 0 4,250
MATTERPORT INC COM CL A 577096100 BBG00XS0FV65 41,810 18,500 SH   SOLE   0 0 18,500
MEDPACE HLDGS INC COM 58506Q109 BBG0065B7K40 18,206,553 45,049 SH   SOLE   0 0 45,049
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 322,911 665 SH   SOLE   0 0 665
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 3,151,333 35,128 SH   SOLE   0 0 35,128
MICROSOFT CORP COM 594918104 BBG001S5TD05 20,699,214 49,200 SH   SOLE   0 0 49,200
MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 7,689,139 81,660 SH   SOLE   0 0 81,660
NASDAQ INC COM 631103108 BBG001SKTBJ6 265,020 4,200 SH   SOLE   0 0 4,200
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 379,099 792 SH   SOLE   0 0 792
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 40,332,208 44,637 SH   SOLE   0 0 44,637
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 2,669,919 116,033 SH   SOLE   0 0 116,033
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 1,121,279 16,738 SH   SOLE   0 0 16,738
PEPSICO INC COM 713448108 BBG001S695T1 369,096 2,109 SH   SOLE   0 0 2,109
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 414,549 2,555 SH   SOLE   0 0 2,555
PROSHARES TR PSHS ULTRA TECH 74347R693 BBG001SSTD78 303,700 5,000 SH   SOLE   0 0 5,000
QUALCOMM INC COM 747525103 BBG001S6VS70 25,674,379 151,650 SH   SOLE   0 0 151,650
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 4,707,019 16,157 SH   SOLE   0 0 16,157
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 3,087,897 31,661 SH   SOLE   0 0 31,661
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 9,704,848 134,156 SH   SOLE   0 0 134,156
SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 3,488,072 36,946 SH   SOLE   0 0 36,946
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 1,397,613 33,182 SH   SOLE   0 0 33,182
SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 1,366,276 10,847 SH   SOLE   0 0 10,847
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 541,011 7,085 SH   SOLE   0 0 7,085
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 2,296,492 15,545 SH   SOLE   0 0 15,545
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 327,344 3,524 SH   SOLE   0 0 3,524
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 1,549,035 7,438 SH   SOLE   0 0 7,438
SOFI TECHNOLOGIES INC COM 83406F102 BBG00YB1ZF08 291,635 39,950 SH   SOLE   0 0 39,950
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 764,867 3,718 SH   SOLE   0 0 3,718
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1,109,431 2,121 SH   SOLE   0 0 2,121
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 788,419 1,417 SH   SOLE   0 0 1,417
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 12,383,269 134,894 SH   SOLE   0 0 134,894
SPDR SER TR COMP SOFTWARE 78464A599 BBG0024LG5C2 10,602,862 67,971 SH   SOLE   0 0 67,971
SPDR SER TR PORTFOLIO S&P600 78468R853 BBG004T58LZ5 488,805 11,357 SH   SOLE   0 0 11,357
SPDR SER TR S&P BIOTECH 78464A870 BBG001SQDKG3 18,274,524 192,586 SH   SOLE   0 0 192,586
SPDR SER TR S&P SEMICNDCTR 78464A862 BBG001SQDKJ0 9,774,659 42,114 SH   SOLE   0 0 42,114
STRYKER CORPORATION COM 863667101 BBG001S8FR03 20,199,740 56,444 SH   SOLE   0 0 56,444
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 18,438,411 31,724 SH   SOLE   0 0 31,724
UIPATH INC CL A 90364P105 BBG00GKS1G12 1,359,225 59,957 SH   SOLE   0 0 59,957
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 394,464 2,654 SH   SOLE   0 0 2,654
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 2,887,311 12,833 SH   SOLE   0 0 12,833
VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 442,502 1,771 SH   SOLE   0 0 1,771
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 1,126,280 2,343 SH   SOLE   0 0 2,343
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 972,422 4,254 SH   SOLE   0 0 4,254
VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 386,908 1,484 SH   SOLE   0 0 1,484
VANGUARD WORLD FD FINANCIALS ETF 92204A405 BBG001SHTTM0 511,028 4,991 SH   SOLE   0 0 4,991
VANGUARD WORLD FD HEALTH CAR ETF 92204A504 BBG001SHVR32 597,308 2,208 SH   SOLE   0 0 2,208
VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 1,200,214 2,289 SH   SOLE   0 0 2,289
VANGUARD WORLD FD MATERIALS ETF 92204A801 BBG001SHTTP7 213,629 1,045 SH   SOLE   0 0 1,045
VERALTO CORP COM SHS 92338C103 BBG019Q32XK7 450,659 5,083 SH   SOLE   0 0 5,083
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 2,516,420 6,020 SH   SOLE   0 0 6,020
VISA INC COM CL A 92826C839 BBG001SRCFY3 516,298 1,850 SH   SOLE   0 0 1,850
WALMART INC COM 931142103 BBG001S5XH92 9,026,523 150,017 SH   SOLE   0 0 150,017
WISDOMTREE TR FLOATNG RAT TREA 97717Y527 BBG005YHYNG8 24,749,871 492,143 SH   SOLE   0 0 492,143