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
ABBOTT LABORATORIES Com 002824100   859,058 7,664 SH   SOLE   0 0 7,664
ABBVIE INC Com 00287Y109   2,408,446 13,324 SH   SOLE   0 0 13,324
ADOBE INC Com 00724F101   583,429 1,162 SH   SOLE   0 0 1,162
ADVANCED MICRO DEVICE IN Com 007903107   400,415 2,184 SH   SOLE   0 0 2,184
ALLY FINL INC Com 02005N100   734,830 18,561 SH   SOLE   0 0 18,561
AMAZON.COM INC Com 023135106   333,528 1,843 SH   SOLE   0 0 1,843
APPLE INC Com 037833100   3,522,268 20,716 SH   SOLE   0 0 20,716
ARCHER-DANIELS-MIDLN Com 039483102   440,440 7,064 SH   SOLE   0 0 7,064
BANK NOVA SCOTIA F Com 064149107   249,282 4,950 SH   SOLE   0 0 4,950
BANK OF AMERICA CORP Com 060505104   378,881 10,098 SH   SOLE   0 0 10,098
BERKSHIRE HATHAWAY CLASS B CL B 084670702   224,807 535 SH   SOLE   0 0 535
BLACKROCK INC Com 09247x101   610,983 739 SH   SOLE   0 0 739
BROADCOM INC Com 11135F101   1,016,746 753 SH   SOLE   0 0 753
CENTRUS ENERGY CORP CLASS A CL A 15643U104   14,179,081 324,687 SH   SOLE   0 0 324,687
CHEVRON CORP Com 166764100   307,183 1,931 SH   SOLE   0 0 1,931
CISCO SYSTEMS INC Com 17275R102   779,223 15,572 SH   SOLE   0 0 15,572
CROWDSTRIKE HLDGS INC CLASS A CL A 22788c105   319,590 1,000 SH   SOLE   0 0 1,000
CROWN CASTLE INC REIT Com 22822V101   1,000,270 9,594 SH   SOLE   0 0 9,594
CUMMINS INC Com 231021106   1,174,291 3,987 SH   SOLE   0 0 3,987
DEERE & CO Com 244199105   602,977 1,492 SH   SOLE   0 0 1,492
EDWARDS LIFESCIENCES Com 28176E108   566,820 6,014 SH   SOLE   0 0 6,014
EMERSON ELECTRIC CO Com 291011104   2,686,129 23,658 SH   SOLE   0 0 23,658
EPAM SYSTEMS INC Com 29414B104   7,075,204 26,007 SH   SOLE   0 0 26,007
FASTENAL CO Com 311900104   897,405 11,717 SH   SOLE   0 0 11,717
GLOBANT SA F Com L44385109   8,655,956 42,915 SH   SOLE   0 0 42,915
HELIOS TECHNOLOGIES INC Com 42328H109   43,221,728 981,197 SH   SOLE   0 0 981,197
HOME DEPOT INC Com 437076102   1,342,205 3,647 SH   SOLE   0 0 3,647
HONEYWELL INTL INC Com 438516106   420,787 2,083 SH   SOLE   0 0 2,083
ICON PLC F Com G4705A100   938,464 2,829 SH   SOLE   0 0 2,829
INTERCONTINENTAL EXC Com 45866F104   479,605 3,500 SH   SOLE   0 0 3,500
INTUIT INC Com 461202103   12,012,626 18,774 SH   SOLE   0 0 18,774
ISHARES CORE MSCI TOTL INTL STCK ETF ETF 46432F834   411,141 6,073 SH   SOLE   0 0 6,073
ISHARES CORE S&P 500 ETF ETF 464287200   944,652 1,800 SH   SOLE   0 0 1,800
JABIL INC Com 466313103   1,489,676 10,985 SH   SOLE   0 0 10,985
JOHNSON & JOHNSON Com 478160104   430,897 2,731 SH   SOLE   0 0 2,731
JPMORGAN CHASE & CO Com 46625H100   12,376,169 62,211 SH   SOLE   0 0 62,211
L3HARRIS TECHNOLOGIES IN Com 502431109   237,133 1,137 SH   SOLE   0 0 1,137
LOWES COMPANIES INC Com 548661107   945,519 3,793 SH   SOLE   0 0 3,793
MARATHON DIGITAL HLDGS I Com 565788106   2,266,824 104,800 SH   SOLE   0 0 104,800
MARATHON PETE CORP Com 56585A102   682,729 3,340 SH   SOLE   0 0 3,340
MCKESSON CORP Com 58155Q103   685,634 1,278 SH   SOLE   0 0 1,278
MERCK & CO. INC. Com 58933Y105   1,087,217 8,300 SH   SOLE   0 0 8,300
META PLATFORMS INC CLASS A CL A 30303M102   12,638,013 25,721 SH   SOLE   0 0 25,721
METLIFE INC Com 59156R108   560,265 7,603 SH   SOLE   0 0 7,603
MICROSOFT CORP Com 594918104   625,868 1,474 SH   SOLE   0 0 1,474
NEXTERA ENERGY INC Com 65339F101   398,424 6,286 SH   SOLE   0 0 6,286
NORDSON CORP Com 655663102   713,730 2,627 SH   SOLE   0 0 2,627
NVIDIA CORP Com 67066G104   32,342,726 35,792 SH   SOLE   0 0 35,792
PALO ALTO NETWORKS Com 697435105   752,199 2,692 SH   SOLE   0 0 2,692
PAYCHEX INC Com 704326107   719,990 5,920 SH   SOLE   0 0 5,920
PEPSICO INC Com 713448408   414,287 2,395 SH   SOLE   0 0 2,395
PFIZER INC Com 717081103   342,314 12,349 SH   SOLE   0 0 12,349
PPG INDUSTRIES INC Com 693506107   376,659 2,627 SH   SOLE   0 0 2,627
PROCTER & GAMBLE Com 742718109   559,461 3,484 SH   SOLE   0 0 3,484
PUB SVC ENTERPISE GP Com 744573106   1,052,312 15,791 SH   SOLE   0 0 15,791
PUBLIC STORAGE REIT Com 74460D109   502,521 1,754 SH   SOLE   0 0 1,754
PURE STORAGE INC CLASS A CL A 74624M102   11,027,297 211,819 SH   SOLE   0 0 211,819
ROYAL BANK OF CANADA F CAN F 780087102   550,045 5,484 SH   SOLE   0 0 5,484
RXSIGHT INC Com 78349D107   5,399,079 106,976 SH   SOLE   0 0 106,976
SEAGATE TECHNOLOGY HLD F Com G7997R103   1,123,754 12,244 SH   SOLE   0 0 12,244
SPDR S&P 500 ETF ETF 78462F103   540,881 1,036 SH   SOLE   0 0 1,036
SUPER MICRO COMPUTER Com 86800U104   1,519,425 1,465 SH   SOLE   0 0 1,465
THE COCA-COLA CO Com 191216100   232,951 3,839 SH   SOLE   0 0 3,839
THOMSON REUTERS CORP F Com 884903808   507,676 3,269 SH   SOLE   0 0 3,269
UNITY SOFTWARE INC Com 91332u101   4,085,699 153,540 SH   SOLE   0 0 153,540
VANGUARD HIGH DIVIDEND YIELD ETF ETF 921946406   693,468 5,753 SH   SOLE   0 0 5,753
VANGUARD INTERNATNL HGH DIV YLD ETF ETF 921946794   586,398 8,563 SH   SOLE   0 0 8,563
VANGUARD MID CAP ETF Com 922908629   364,493 1,468 SH   SOLE   0 0 1,468
VANGUARD REAL ESTATE ETF Com 922908553   728,942 8,573 SH   SOLE   0 0 8,573
VANGUARD SMALL CAP ETF IV ETF 922908751   357,707 1,578 SH   SOLE   0 0 1,578
VANGUARD TOTAL STOCK MARKET ETF ETF 922908769   678,067 2,611 SH   SOLE   0 0 2,611
VEEVA SYSTEMS INC CLASS A CL A 922475108   367,472 1,595 SH   SOLE   0 0 1,595
VERIZON COMMUNICATN Com 92343V104   693,477 16,402 SH   SOLE   0 0 16,402
VISA INC CLASS A Com 92826C839   289,968 1,042 SH   SOLE   0 0 1,042
WALMART INC Com 931142103   633,060 10,551 SH   SOLE   0 0 10,551
WALT DISNEY CO Com 254687106   5,616,148 46,212 SH   SOLE   0 0 46,212
WELLTOWER INC REIT Com 95040Q104   492,330 5,352 SH   SOLE   0 0 5,352
WISDOMTREE FLOATING RATETREASRY ETF ETF 97717y527   4,476,684 88,982 SH   SOLE   0 0 88,982