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
AAON INC COM PAR $0.004 000360206   575,248 6,960 SH   SOLE 0 0 0 6,960
ABBOTT LABS COM 002824100   1,872,333 15,731 SH   SOLE 0 0 0 15,731
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,315,118 6,235 SH   SOLE 0 0 0 6,235
ADVANCED ENERGY INDS COM 007973100   446,762 4,477 SH   SOLE 0 0 0 4,477
AGCO CORP COM 001084102   876,721 8,186 SH   SOLE 0 0 0 8,186
ALPHABET INC CAP STK CL A 02079K305   21,665,525 150,361 SH   SOLE 0 39 0 150,322
ALPHABET INC CAP STK CL C 02079K107   1,110,681 7,643 SH   SOLE 0 0 0 7,643
AMAZON COM INC COM 023135106   18,174,134 104,102 SH   SOLE 0 20 0 104,082
AMETEK INC COM 031100100   1,254,242 7,038 SH   SOLE 0 0 0 7,038
AMPHASTAR PHARMACEUTICALS IN COM 03209R103   479,908 9,245 SH   SOLE 0 0 0 9,245
APPLE INC COM 037833100   20,028,445 108,632 SH   SOLE 0 23 0 108,609
ARISTA NETWORKS INC COM 040413106   2,955,016 10,995 SH   SOLE 0 0 0 10,995
ASML HOLDING N V N Y REGISTRY SHS N07059210   2,240,655 2,354 SH   SOLE 0 0 0 2,354
AXCELIS TECHNOLOGIES INC COM NEW 054540208   309,942 2,781 SH   SOLE 0 0 0 2,781
AXON ENTERPRISE INC COM 05464C101   1,409,021 5,189 SH   SOLE 0 0 0 5,189
BADGER METER INC COM 056525108   1,550,092 9,932 SH   SOLE 0 0 0 9,932
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   19,709,444 47,474 SH   SOLE 0 15 0 47,459
BOISE CASCADE CO DEL COM 09739D100   352,920 2,789 SH   SOLE 0 0 0 2,789
BOOKING HOLDINGS INC COM 09857L108   21,882,368 5,608 SH   SOLE 0 1 0 5,607
BROWN & BROWN INC COM 115236101   1,247,920 14,835 SH   SOLE 0 0 0 14,835
CADENCE DESIGN SYSTEM INC COM 127387108   1,237,864 4,051 SH   SOLE 0 0 0 4,051
CALIFORNIA RES CORP COM STOCK 13057Q305   493,944 9,010 SH   SOLE 0 0 0 9,010
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101   289,159 9,385 SH   SOLE 0 0 0 9,385
CATALYST PHARMACEUTICALS INC COM 14888U101   377,566 27,163 SH   SOLE 0 0 0 27,163
CBOE GLOBAL MKTS INC COM 12503M108   1,138,317 5,822 SH   SOLE 0 0 0 5,822
CELSIUS HLDGS INC COM NEW 15118V207   2,723,922 42,475 SH   SOLE 0 0 0 42,475
CHEMED CORP NEW COM 16359R103   1,328,279 2,226 SH   SOLE 0 0 0 2,226
CHIPOTLE MEXICAN GRILL INC COM 169656105   24,402,442 9,288 SH   SOLE 0 2 0 9,286
CHURCH & DWIGHT CO INC COM 171340102   3,187,583 31,991 SH   SOLE 0 0 0 31,991
CINTAS CORP COM 172908105   1,288,707 2,055 SH   SOLE 0 0 0 2,055
COMFORT SYS USA INC COM 199908104   633,014 2,554 SH   SOLE 0 0 0 2,554
COMMERCIAL METALS CO COM 201723103   2,119,842 39,351 SH   SOLE 0 0 0 39,351
COPART INC COM 217204106   2,335,364 47,265 SH   SOLE 0 0 0 47,265
CORCEPT THERAPEUTICS INC COM 218352102   359,794 15,650 SH   SOLE 0 0 0 15,650
COSTCO WHSL CORP NEW COM 22160K105   2,427,192 3,305 SH   SOLE 0 0 0 3,305
CSW INDUSTRIALS INC COM 126402106   668,333 2,931 SH   SOLE 0 0 0 2,931
CYBERARK SOFTWARE LTD SHS M2682V108   263,855 1,050 SH   SOLE 0 0 0 1,050
DECKERS OUTDOOR CORP COM 243537107   3,057,079 3,458 SH   SOLE 0 0 0 3,458
DEXCOM INC COM 252131107   1,198,030 10,196 SH   SOLE 0 0 0 10,196
DIREXION SHS ETF TR 20YR TRES BEAR 25460G849   4,718,780 130,895 SH   SOLE 0 132 0 130,763
DOUBLEVERIFY HLDGS INC COM 25862V105   1,180,948 27,925 SH   SOLE 0 0 0 27,925
DUOLINGO INC CL A COM 26603R106   825,668 4,664 SH   SOLE 0 0 0 4,664
DYNATRACE INC COM NEW 268150109   972,516 19,623 SH   SOLE 0 0 0 19,623
E L F BEAUTY INC COM 26856L103   3,401,018 18,649 SH   SOLE 0 0 0 18,649
EDWARDS LIFESCIENCES CORP COM 28176E108   15,770,989 179,993 SH   SOLE 0 46 0 179,947
EQUITY LIFESTYLE PPTYS INC COM 29472R108   2,585,867 38,757 SH   SOLE 0 0 0 38,757
EXP WORLD HLDGS INC COM 30212W100   297,671 26,866 SH   SOLE 0 0 0 26,866
EXXON MOBIL CORP COM 30231G102   2,690,953 25,687 SH   SOLE 0 0 0 25,687
FABRINET SHS G3323L100   1,194,395 5,947 SH   SOLE 0 0 0 5,947
FLEXSHARES TR FLEXSHARES ULTRA 33939L886   4,754,574 63,117 SH   SOLE 0 36 0 63,081
GENERAC HLDGS INC COM 368736104   1,046,651 9,366 SH   SOLE 0 0 0 9,366
GRAINGER W W INC COM 384802104   258,709 270 SH   SOLE 0 0 0 270
HARMONY BIOSCIENCES HLDGS IN COM 413197104   367,934 11,699 SH   SOLE 0 0 0 11,699
HERSHEY CO COM 427866108   1,852,758 9,573 SH   SOLE 0 0 0 9,573
HOME DEPOT INC COM 437076102   2,185,150 5,885 SH   SOLE 0 0 0 5,885
HUBSPOT INC COM 443573100   1,388,610 2,313 SH   SOLE 0 0 0 2,313
INSIGHT ENTERPRISES INC COM 45765U103   555,633 3,007 SH   SOLE 0 0 0 3,007
INTERNATIONAL BUSINESS MACHS COM 459200101   224,261 1,217 SH   SOLE 0 287 0 930
INTERNATIONAL SEAWAYS INC COM Y41053102   218,033 4,223 SH   SOLE 0 0 0 4,223
INTUIT COM 461202103   21,428,551 32,570 SH   SOLE 0 8 0 32,562
INTUITIVE SURGICAL INC COM NEW 46120E602   12,665,986 32,554 SH   SOLE 0 11 0 32,543
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100   4,258,469 319,465 SH   SOLE 0 192 0 319,273
INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508   9,329,956 442,598 SH   SOLE 0 259 0 442,339
INVESCO EXCHANGE TRADED FD T FINL PFD ETF 46137V621   5,674,586 377,049 SH   SOLE 0 212 0 376,837
IRADIMED CORP COM 46266A109   395,621 9,458 SH   SOLE 0 0 0 9,458
ISHARES TR CORE S&P500 ETF 464287200   3,832,046 7,513 SH   SOLE 0 0 0 7,513
ISHARES TR ISHS 1-5YR INVS 464288646   212,879 4,170 SH   SOLE 0 0 0 4,170
ISHARES TR MBS ETF 464288588   8,445,878 92,487 SH   SOLE 0 51 0 92,436
ISHARES TR S&P 500 VAL ETF 464287408   511,066 2,854 SH   SOLE 0 0 0 2,854
ISHARES TR CORE 1 5 YR USD 46432F859   21,885,706 463,288 SH   SOLE 0 292 0 462,996
ISHARES TR S&P 500 GRWT ETF 464287309   616,222 7,454 SH   SOLE 0 0 0 7,454
ISHARES TR IBOXX HI YD ETF 464288513   2,755,360 35,645 SH   SOLE 0 22 0 35,623
ISHARES TR SP SMCP600VL ETF 464287879   314,391 3,183 SH   SOLE 0 0 0 3,183
ISHARES TR CORE S&P US GWT 464287671   1,489,212 13,006 SH   SOLE 0 0 0 13,006
ISHARES TR CORE S&P SCP ETF 464287804   316,230 2,976 SH   SOLE 0 0 0 2,976
ISHARES TR CORE S&P US VLU 464287663   460,921 5,318 SH   SOLE 0 0 0 5,318
ISHARES TR MSCI ACWI EX US 464288240   1,211,032 23,307 SH   SOLE 0 0 0 23,307
ISHARES TR TIPS BD ETF 464287176   14,442,275 136,312 SH   SOLE 0 80 0 136,232
JOHNSON & JOHNSON COM 478160104   1,816,374 11,321 SH   SOLE 0 0 0 11,321
KINSALE CAP GROUP INC COM 49714P108   2,921,359 5,774 SH   SOLE 0 0 0 5,774
LENNAR CORP CL A 526057104   4,664,894 30,378 SH   SOLE 0 0 0 30,378
LGI HOMES INC COM 50187T106   415,841 3,668 SH   SOLE 0 0 0 3,668
LINDE PLC SHS G54950103   233,797 523 SH   SOLE 0 0 0 523
LULULEMON ATHLETICA INC COM 550021109   377,866 830 SH   SOLE 0 0 0 830
M/I HOMES INC COM 55305B101   314,837 2,630 SH   SOLE 0 0 0 2,630
MALIBU BOATS INC COM CL A 56117J100   274,535 6,446 SH   SOLE 0 0 0 6,446
MASTERCARD INCORPORATED CL A 57636Q104   17,947,330 38,059 SH   SOLE 0 10 0 38,049
MCGRATH RENTCORP COM 580589109   552,730 4,428 SH   SOLE 0 0 0 4,428
MEDPACE HLDGS INC COM 58506Q109   3,128,261 7,946 SH   SOLE 0 0 0 7,946
META PLATFORMS INC CL A 30303M102   24,176,708 49,733 SH   SOLE 0 13 0 49,720
MICROSOFT CORP COM 594918104   4,585,383 11,139 SH   SOLE 0 0 0 11,139
MONOLITHIC PWR SYS INC COM 609839105   2,581,981 3,483 SH   SOLE 0 0 0 3,483
MONSTER BEVERAGE CORP NEW COM 61174X109   16,114,167 292,400 SH   SOLE 0 94 0 292,306
NAPCO SEC TECHNOLOGIES INC COM 630402105   692,867 15,633 SH   SOLE 0 0 0 15,633
NEXTERA ENERGY INC COM 65339F101   1,835,895 32,396 SH   SOLE 0 0 0 32,396
NIKE INC CL B 654106103   14,274,522 135,844 SH   SOLE 0 31 0 135,813
NOVO-NORDISK A S ADR 670100205   28,343,526 227,622 SH   SOLE 0 58 0 227,564
NUVEEN N Y MUN VALUE FD COM 67062M105   117,871 14,049 SH   SOLE 0 0 0 14,049
NV5 GLOBAL INC COM 62945V109   205,513 1,887 SH   SOLE 0 0 0 1,887
NVIDIA CORPORATION COM 67066G104   38,029,676 48,422 SH   SOLE 0 0 0 48,422
OLD DOMINION FREIGHT LINE IN COM 679580100   2,514,101 5,754 SH   SOLE 0 0 0 5,754
OMEGA FLEX INC COM 682095104   295,603 4,110 SH   SOLE 0 0 0 4,110
ORACLE CORP COM 68389X105   233,565 2,104 SH   SOLE 0 0 0 2,104
PACKAGING CORP AMER COM 695156109   2,002,928 11,564 SH   SOLE 0 0 0 11,564
PAYPAL HLDGS INC COM 70450Y103   5,128,266 87,888 SH   SOLE 0 22 0 87,866
PERION NETWORK LTD SHS NEW M78673114   289,858 12,741 SH   SOLE 0 0 0 12,741
PIMCO ETF TR ENHAN SHRT MA AC 72201R833   3,906,686 38,931 SH   SOLE 0 22 0 38,909
POOL CORP COM 73278L105   1,056,496 2,787 SH   SOLE 0 0 0 2,787
PROGRESSIVE CORP COM 743315103   22,059,701 115,080 SH   SOLE 0 34 0 115,046
PROGYNY INC COM 74340E103   355,586 9,427 SH   SOLE 0 0 0 9,427
PROSHARES TR ULSH 20YRTRE NEW 74347G887   2,361,825 31,804 SH   SOLE 0 0 0 31,804
QUALYS INC COM 74758T303   1,208,671 7,466 SH   SOLE 0 0 0 7,466
ROLLINS INC COM 775711104   1,082,142 25,870 SH   SOLE 0 0 0 25,870
SAIA INC COM 78709Y105   314,796 563 SH   SOLE 0 0 0 563
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   2,078,784 51,840 SH   SOLE 0 54 0 51,786
SHERWIN WILLIAMS CO COM 824348106   2,279,528 7,110 SH   SOLE 0 0 0 7,110
SKECHERS U S A INC CL A 830566105   1,125,667 18,957 SH   SOLE 0 0 0 18,957
SMITH A O CORP COM 831865209   3,165,333 39,267 SH   SOLE 0 0 0 39,267
SOUNDTHINKING INC COM 82536T107   266,984 16,230 SH   SOLE 0 0 0 16,230
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   757,648 1,940 SH   SOLE 0 0 0 1,940
SPDR S&P 500 ETF TR TR UNIT 78462F103   772,923 1,523 SH   SOLE 0 0 0 1,523
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   255,109 2,782 SH   SOLE 0 24 0 2,758
SPDR SER TR BBG CONV SEC ETF 78464A359   2,754,841 38,949 SH   SOLE 0 25 0 38,924
SPOTIFY TECHNOLOGY S A SHS L8681T102   1,561,667 6,294 SH   SOLE 0 0 0 6,294
SPX TECHNOLOGIES INC COM 78473E103   320,138 2,873 SH   SOLE 0 0 0 2,873
STARBUCKS CORP COM 855244109   349,501 3,649 SH   SOLE 0 0 0 3,649
STELLANTIS N.V SHS N82405106   2,229,155 84,791 SH   SOLE 0 0 0 84,791
STRIDE INC COM 86333M108   212,773 3,807 SH   SOLE 0 0 0 3,807
SUPER MICRO COMPUTER INC COM 86800U104   4,516,658 4,630 SH   SOLE 0 0 0 4,630
SYNOPSYS INC COM 871607107   23,744,288 40,875 SH   SOLE 0 11 0 40,864
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   271,176 2,101 SH   SOLE 0 0 0 2,101
TEXAS PACIFIC LAND CORPORATI COM 88262P102   922,418 590 SH   SOLE 0 0 0 590
THOR INDS INC COM 885160101   213,182 1,739 SH   SOLE 0 0 0 1,739
TORO CO COM 891092108   12,881,523 138,392 SH   SOLE 0 39 0 138,353
TRACTOR SUPPLY CO COM 892356106   17,084,104 71,270 SH   SOLE 0 16 0 71,254
TRANE TECHNOLOGIES PLC SHS G8994E103   221,590 785 SH   SOLE 0 0 0 785
TREX CO INC COM 89531P105   1,421,504 15,200 SH   SOLE 0 0 0 15,200
UFP INDUSTRIES INC COM 90278Q108   214,022 1,922 SH   SOLE 0 0 0 1,922
UFP TECHNOLOGIES INC COM 902673102   305,078 1,425 SH   SOLE 0 0 0 1,425
UNION PAC CORP COM 907818108   2,065,412 8,115 SH   SOLE 0 0 0 8,115
UNITED PARCEL SERVICE INC CL B 911312106   1,467,204 9,799 SH   SOLE 0 0 0 9,799
UNITEDHEALTH GROUP INC COM 91324P102   17,195,862 32,661 SH   SOLE 0 7 0 32,654
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   234,690 503 SH   SOLE 0 0 0 503
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718   222,896 1,968 SH   SOLE 0 0 0 1,968
VEEVA SYS INC CL A COM 922475108   1,148,841 5,171 SH   SOLE 0 0 0 5,171
VERTEX PHARMACEUTICALS INC COM 92532F100   1,213,336 2,843 SH   SOLE 0 0 0 2,843
VISA INC COM CL A 92826C839   383,630 1,352 SH   SOLE 0 0 0 1,352
WD 40 CO COM 929236107   280,688 1,061 SH   SOLE 0 0 0 1,061
WISDOMTREE TR FLOATNG RAT TREA 97717Y527   3,826,554 75,833 SH   SOLE 0 43 0 75,790
XPEL INC COM 98379L100   434,804 8,402 SH   SOLE 0 0 0 8,402
ZYNEX INC COM 98986M103   527,781 40,945 SH   SOLE 0 0 0 40,945