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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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   2,370,581 20,811 SH   SOLE   20,811 0 0
AMERIPRISE FINL INC COM 03076C106   726,434 2,187 SH   SOLE   2,187 0 0
ANALOG DEVICES INC COM 032654105   2,011,803 10,327 SH   SOLE   10,327 0 0
APPFOLIO INC COM CL A 03783C100   1,605,722 9,328 SH   SOLE   9,328 0 0
APPLE INC COM 037833100   3,458,679 17,831 SH   SOLE   17,831 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   1,772,618 9,669 SH   SOLE   9,669 0 0
BADGER METER INC COM 056525108   1,549,085 10,498 SH   SOLE   10,498 0 0
BANK AMERICA CORP COM 060505104   404,127 14,086 SH   SOLE   14,086 0 0
BIO RAD LABS INC CL A 090572207   1,048,646 2,766 SH   SOLE   2,766 0 0
BOOKING HOLDINGS INC COM 09857L108   1,949,638 722 SH   SOLE   722 0 0
BOSTON SCIENTIFIC CORP COM 101137107   2,086,684 38,578 SH   SOLE   38,578 0 0
BROADCOM INC COM 11135F101   1,647,250 1,899 SH   SOLE   1,899 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   558,688 4,108 SH   SOLE   4,108 0 0
C3 AI INC CL A 12468P104   1,003,829 27,555 SH   SOLE   27,555 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   1,044,787 4,455 SH   SOLE   4,455 0 0
CBOE GLOBAL MKTS INC COM 12503M108   1,041,699 7,548 SH   SOLE   7,548 0 0
COPART INC COM 217204106   3,422,290 37,521 SH   SOLE   37,521 0 0
DARDEN RESTAURANTS INC COM 237194105   2,148,148 12,857 SH   SOLE   12,857 0 0
DECKERS OUTDOOR CORP COM 243537107   544,017 1,031 SH   SOLE   1,031 0 0
E L F BEAUTY INC COM 26856L103   1,084,614 9,495 SH   SOLE   9,495 0 0
ECOLAB INC COM 278865100   547,935 2,935 SH   SOLE   2,935 0 0
EMBECTA CORP COMMON STOCK 29082K105   478,937 22,173 SH   SOLE   22,173 0 0
FAIR ISAAC CORP COM 303250104   2,113,657 2,612 SH   SOLE   2,612 0 0
FEDERAL SIGNAL CORP COM 313855108   540,605 8,443 SH   SOLE   8,443 0 0
GLOBAL X FDS GB MSCI AR ETF 37950E259   827,657 18,079 SH   SOLE   18,079 0 0
GLOBAL X FDS MSCI GREECE ETF 37954Y319   1,891,068 50,931 SH   SOLE   50,931 0 0
GLOBAL X FDS NASDAQ 100 COVER 37954Y483   10,479,192 590,377 SH   SOLE   590,377 0 0
GLOBAL X FDS S&P 500 COVERED 37954Y475   10,269,807 250,178 SH   SOLE   250,178 0 0
GRAINGER W W INC COM 384802104   1,756,190 2,227 SH   SOLE   2,227 0 0
GREEN BRICK PARTNERS INC COM 392709101   536,987 9,454 SH   SOLE   9,454 0 0
HOWMET AEROSPACE INC COM 443201108   3,400,906 68,622 SH   SOLE   68,622 0 0
HUBBELL INC COM 443510607   541,437 1,633 SH   SOLE   1,633 0 0
INGERSOLL RAND INC COM 45687V106   749,679 11,470 SH   SOLE   11,470 0 0
INTEL CORP COM 458140100   2,030,142 60,710 SH   SOLE   60,710 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282   4,482,814 15,243 SH   SOLE   15,243 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   8,929,251 24,171 SH   SOLE   24,171 0 0
ISHARES INC MSCI AUSTRIA ETF 464286202   1,406,222 69,272 SH   SOLE   69,272 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   781,790 24,107 SH   SOLE   24,107 0 0
ISHARES INC MSCI MEXICO ETF 464286822   3,430,284 55,167 SH   SOLE   55,167 0 0
ISHARES SILVER TR ISHARES 46428Q109   484,815 23,208 SH   SOLE   23,208 0 0
ISHARES TR MSCI EAFE ETF 464287465   10,578,910 145,916 SH   SOLE   145,916 0 0
ISHARES TR MSCI POLAND ETF 46429B606   1,599,305 83,384 SH   SOLE   83,384 0 0
ISHARES TR US BR DEL SE ETF 464288794   5,419,681 59,721 SH   SOLE   59,721 0 0
ISHARES TR U.S. MED DVC ETF 464288810   4,608,491 81,624 SH   SOLE   81,624 0 0
ISHARES TR 20 YR TR BD ETF 464287432   11,997,039 116,544 SH   SOLE   116,544 0 0
JPMORGAN CHASE & CO COM 46625H100   532,747 3,663 SH   SOLE   3,663 0 0
LAMB WESTON HLDGS INC COM 513272104   3,135,951 27,281 SH   SOLE   27,281 0 0
LILLY ELI & CO COM 532457108   1,084,751 2,313 SH   SOLE   2,313 0 0
MANHATTAN ASSOCIATES INC COM 562750109   1,666,400 8,337 SH   SOLE   8,337 0 0
MAXIMUS INC COM 577933104   1,563,520 18,501 SH   SOLE   18,501 0 0
MCDONALDS CORP COM 580135101   2,117,816 7,097 SH   SOLE   7,097 0 0
META PLATFORMS INC CL A 30303M102   4,699,584 16,376 SH   SOLE   16,376 0 0
MGM RESORTS INTERNATIONAL COM 552953101   1,984,613 45,187 SH   SOLE   45,187 0 0
MICROSOFT CORP COM 594918104   3,250,795 9,546 SH   SOLE   9,546 0 0
MOOG INC CL A 615394202   527,512 4,865 SH   SOLE   4,865 0 0
NVIDIA CORPORATION COM 67066G104   3,054,204 7,220 SH   SOLE   7,220 0 0
ORACLE CORP COM 68389X105   1,077,765 9,050 SH   SOLE   9,050 0 0
PARKER-HANNIFIN CORP COM 701094104   549,566 1,409 SH   SOLE   1,409 0 0
PRIMERICA INC COM 74164M108   542,060 2,741 SH   SOLE   2,741 0 0
QUANTA SVCS INC COM 74762E102   1,124,676 5,725 SH   SOLE   5,725 0 0
RAYMOND JAMES FINL INC COM 754730109   660,911 6,369 SH   SOLE   6,369 0 0
REGENERON PHARMACEUTICALS COM 75886F107   1,690,006 2,352 SH   SOLE   2,352 0 0
SAGE THERAPEUTICS INC COM 78667J108   455,107 9,679 SH   SOLE   9,679 0 0
SALESFORCE INC COM 79466L302   2,811,448 13,308 SH   SOLE   13,308 0 0
SCHWAB CHARLES CORP COM 808513105   453,723 8,005 SH   SOLE   8,005 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   7,681,442 94,634 SH   SOLE   94,634 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   7,548,309 223,919 SH   SOLE   223,919 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704   9,730,275 90,666 SH   SOLE   90,666 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   18,669,956 107,385 SH   SOLE   107,385 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   3,984,761 23,466 SH   SOLE   23,466 0 0
SITIME CORP COM 82982T106   1,054,888 8,942 SH   SOLE   8,942 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   627,170 5,666 SH   SOLE   5,666 0 0
SMUCKER J M CO COM NEW 832696405   1,864,777 12,628 SH   SOLE   12,628 0 0
SPDR GOLD TR GOLD SHS 78463V107   575,277 3,227 SH   SOLE   3,227 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   22,558,519 50,890 SH   SOLE   50,890 0 0
SPDR SER TR S&P CAP MKTS 78464A771   4,959,585 58,428 SH   SOLE   58,428 0 0
SPDR SER TR AEROSPACE DEF 78464A631   1,677,600 13,804 SH   SOLE   13,804 0 0
SPDR SER TR PORTFOLIO S&P400 78464A847   2,987,255 65,096 SH   SOLE   65,096 0 0
SPDR SER TR PORTFOLIO S&P600 78468R853   1,071,518 27,588 SH   SOLE   27,588 0 0
SPS COMM INC COM 78463M107   1,678,220 8,738 SH   SOLE   8,738 0 0
SYNOPSYS INC COM 871607107   1,495,198 3,434 SH   SOLE   3,434 0 0
TEREX CORP NEW COM 880779103   548,402 9,166 SH   SOLE   9,166 0 0
TRANSDIGM GROUP INC COM 893641100   3,503,358 3,918 SH   SOLE   3,918 0 0
TREEHOUSE FOODS INC COM 89469A104   503,850 10,001 SH   SOLE   10,001 0 0
TRI POINTE HOMES INC COM 87265H109   541,894 16,491 SH   SOLE   16,491 0 0
TYLER TECHNOLOGIES INC COM 902252105   548,491 1,317 SH   SOLE   1,317 0 0
ULTA BEAUTY INC COM 90384S303   1,740,260 3,698 SH   SOLE   3,698 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   13,682,403 89,868 SH   SOLE   89,868 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   1,296,180 28,068 SH   SOLE   28,068 0 0
VANGUARD WORLD FDS FINANCIALS ETF 92204A405   4,326,192 53,252 SH   SOLE   53,252 0 0
VERISK ANALYTICS INC COM 92345Y106   2,304,602 10,196 SH   SOLE   10,196 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   2,113,571 6,006 SH   SOLE   6,006 0 0
WESCO INTL INC COM 95082P105   548,103 3,061 SH   SOLE   3,061 0 0
WINMARK CORP COM 974250102   491,723 1,479 SH   SOLE   1,479 0 0