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 LABS COM Stock 002824100   6,881,709 63,123 SH   SOLE   63,123 0 0
ABBVIE INC COM Stock 00287Y109   319,662 2,373 SH   SOLE   2,373 0 0
ACTIVISION BLIZZARD INC COM Stock 00507V109   853,875 10,129 SH   SOLE   10,129 0 0
ADOBE SYSTEMS INCORPORATED COM Stock 00724F101   10,049,233 20,551 SH   SOLE   20,551 0 0
ADVANCED MICRO DEVICES INC COM Stock 007903107   7,684,369 67,460 SH   SOLE   67,460 0 0
AGILENT TECHNOLOGIES INC COM Stock 00846U101   908,248 7,553 SH   SOLE   7,553 0 0
ALPHABET INC CAP STK CL A Stock 02079K305   16,686,300 139,401 SH   SOLE   139,401 0 0
ALPHABET INC CAP STK CL C Stock 02079K107   10,302,257 85,164 SH   SOLE   85,164 0 0
AMAZON COM INC COM Stock 023135106   19,695,832 151,088 SH   SOLE   151,088 0 0
AMERICAN EXPRESS CO COM Stock 025816109   732,511 4,205 SH   SOLE   4,205 0 0
AMERIPRISE FINL INC COM Stock 03076C106   466,353 1,404 SH   SOLE   1,404 0 0
AMGEN INC COM Stock 031162100   637,419 2,871 SH   SOLE   2,871 0 0
AMPHENOL CORP NEW CL A Stock 032095101   7,063,593 83,150 SH   SOLE   83,150 0 0
APPLE INC COM Stock 037833100   32,071,785 165,344 SH   SOLE   165,344 0 0
ASML HOLDING N V N Y REGISTRY SHS ADR N07059210   11,530,773 15,910 SH   SOLE   15,910 0 0
ATLASSIAN CORPORATION CL A Stock 049468101   3,066,392 18,273 SH   SOLE   18,273 0 0
BALL CORP COM Stock 058498106   2,595,584 44,590 SH   SOLE   44,590 0 0
BANK AMERICA CORP COM Stock 060505104   3,037,468 105,872 SH   SOLE   105,872 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   2,133,978 6,258 SH   SOLE   6,258 0 0
BHP GROUP LTD SPONSORED ADS ADR 088606108   3,422,313 57,354 SH   SOLE   57,354 0 0
BLACKROCK INC COM Stock 09247X101   4,012,720 5,806 SH   SOLE   5,806 0 0
BNY MELLON US SMALL CAP CORE EQUITY ETF ETF 09661T305   258,755 3,022 SH   SOLE   3,022 0 0
BOEING CO COM Stock 097023105   1,682,101 7,966 SH   SOLE   7,966 0 0
BRISTOL-MYERS SQUIBB CO COM Stock 110122108   715,153 11,183 SH   SOLE   11,183 0 0
BROADCOM INC COM Stock 11135F101   1,537,953 1,773 SH   SOLE   1,773 0 0
CADENCE DESIGN SYSTEM INC COM Stock 127387108   9,461,475 40,344 SH   SOLE   40,344 0 0
CATERPILLAR INC COM Stock 149123101   8,250,303 33,531 SH   SOLE   33,531 0 0
CHEVRON CORP NEW COM Stock 166764100   7,678,523 48,799 SH   SOLE   48,799 0 0
CISCO SYS INC COM Stock 17275R102   1,271,924 24,583 SH   SOLE   24,583 0 0
CLOUDFLARE INC CL A COM Stock 18915M107   1,714,328 26,225 SH   SOLE   26,225 0 0
COCA COLA CO COM Stock 191216100   370,654 6,155 SH   SOLE   6,155 0 0
COMCAST CORP NEW CL A Stock 20030N101   292,678 7,044 SH   SOLE   7,044 0 0
CONOCOPHILLIPS COM Stock 20825C104   4,108,758 39,656 SH   SOLE   39,656 0 0
CONSUMER STAPLES SELECT SECTOR SPDR FUND ETF 81369Y308   516,965 6,970 SH   SOLE   6,970 0 0
CORVEL CORP COM Stock 221006109   2,113,988 10,925 SH   SOLE   10,925 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105   14,380,187 26,710 SH   SOLE   26,710 0 0
CROWN CASTLE INC COM REIT 22822V101   3,518,239 30,878 SH   SOLE   30,878 0 0
CSX CORP COM Stock 126408103   932,465 27,345 SH   SOLE   27,345 0 0
D R HORTON INC COM Stock 23331A109   12,460,082 102,392 SH   SOLE   102,392 0 0
DEERE & CO COM Stock 244199105   5,805,344 14,327 SH   SOLE   14,327 0 0
DEXCOM INC COM Stock 252131107   11,824,077 92,009 SH   SOLE   92,009 0 0
DIGITAL RLTY TR INC COM REIT 253868103   5,422,489 47,620 SH   SOLE   47,620 0 0
DISNEY WALT CO COM Stock 254687106   5,054,062 56,609 SH   SOLE   56,609 0 0
DOCUSIGN INC COM Stock 256163106   1,137,979 22,274 SH   SOLE   22,274 0 0
DOORDASH INC CL A Stock 25809K105   3,930,204 51,429 SH   SOLE   51,429 0 0
DRAFTKINGS INC NEW COM CL A Stock 26142V105   244,949 9,219 SH   SOLE   9,219 0 0
ENERGY SELECT SECTOR SPDR FUND ETF 81369Y506   8,203,284 101,063 SH   SOLE   101,063 0 0
EQUINIX INC COM REIT 29444U700   1,049,696 1,339 SH   SOLE   1,339 0 0
ETFMG PRIME MOBILE PAYMENTS ETFMG PRIME MOBILE PAYMENTS FUND ETF 26924G409   201,005 4,707 SH   SOLE   4,707 0 0
EXTREME NETWORKS COM Stock 30226D106   14,248,048 546,950 SH   SOLE   546,950 0 0
EXXON MOBIL CORP COM Stock 30231G102   799,549 7,455 SH   SOLE   7,455 0 0
FEDEX CORP COM Stock 31428X106   221,127 892 SH   SOLE   892 0 0
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF ETF 316092808   266,499 2,040 SH   SOLE   2,040 0 0
FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605   500,538 14,848 SH   SOLE   14,848 0 0
FIRST TRUST DOW JONES INTERNET INDEX FUND ETF 33733E302   334,944 2,055 SH   SOLE   2,055 0 0
FORD MTR CO DEL COM Stock 345370860   325,832 21,536 SH   SOLE   21,536 0 0
FREEPORT-MCMORAN INC CL B Stock 35671D857   4,485,560 112,139 SH   SOLE   112,139 0 0
GENERAC HLDGS INC COM Stock 368736104   2,320,314 15,559 SH   SOLE   15,559 0 0
GILEAD SCIENCES INC COM Stock 375558103   563,382 7,310 SH   SOLE   7,310 0 0
GUIDEWIRE SOFTWARE INC COM Stock 40171V100   4,449,919 58,490 SH   SOLE   58,490 0 0
HEALTH CARE SELECT SECTOR SPDR FUND ETF 81369Y209   3,259,849 24,560 SH   SOLE   24,560 0 0
HEWLETT PACKARD ENTERPRISE CO COM Stock 42824C109   203,784 12,130 SH   SOLE   12,130 0 0
HOME DEPOT INC COM Stock 437076102   12,795,572 41,191 SH   SOLE   41,191 0 0
HONEYWELL INTL INC COM Stock 438516106   10,833,990 52,212 SH   SOLE   52,212 0 0
HP INC COM Stock 40434L105   372,512 12,130 SH   SOLE   12,130 0 0
IDEXX LABS INC COM Stock 45168D104   9,748,787 19,411 SH   SOLE   19,411 0 0
ILLINOIS TOOL WKS INC COM Stock 452308109   256,985 1,027 SH   SOLE   1,027 0 0
ILLUMINA INC COM Stock 452327109   1,210,060 6,454 SH   SOLE   6,454 0 0
INDUSTRIAL SELECT SECTOR SPDR FUND ETF 81369Y704   5,727,776 53,371 SH   SOLE   53,371 0 0
INTUIT COM Stock 461202103   14,171,817 30,930 SH   SOLE   30,930 0 0
INTUITIVE SURGICAL INC COM NEW Stock 46120E602   11,600,998 33,927 SH   SOLE   33,927 0 0
INVESCO QQQ TRUST SERIES I ETF 46090E103   1,519,196 4,112 SH   SOLE   4,112 0 0
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357   3,777,962 25,247 SH   SOLE   25,247 0 0
IQVIA HLDGS INC COM Stock 46266C105   366,600 1,631 SH   SOLE   1,631 0 0
ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457   554,587 6,840 SH   SOLE   6,840 0 0
ISHARES 7-10 YEAR TREASURY BOND ETF ETF 464287440   777,727 8,051 SH   SOLE   8,051 0 0
ISHARES BIOTECHNOLOGY ETF ETF 464287556   3,371,677 26,557 SH   SOLE   26,557 0 0
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF ETF 464288620   821,977 16,410 SH   SOLE   16,410 0 0
ISHARES CORE MSCI EAFE ETF ETF 46432F842   424,035 6,282 SH   SOLE   6,282 0 0
ISHARES CORE S&P 500 ETF ETF 464287200   2,647,963 5,941 SH   SOLE   5,941 0 0
ISHARES CORE S&P MID-CAP ETF ETF 464287507   4,012,934 15,347 SH   SOLE   15,347 0 0
ISHARES CORE S&P SMALL CAP ETF ETF 464287804   808,460 8,113 SH   SOLE   8,113 0 0
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226   315,399 3,220 SH   SOLE   3,220 0 0
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF ETF 464287515   243,867 705 SH   SOLE   705 0 0
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF ETF 46434VAX8   3,642,519 144,030 SH   SOLE   144,030 0 0
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF ETF 46434VBG4   7,167,768 291,136 SH   SOLE   291,136 0 0
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF ETF 46434VBD1   6,097,560 250,105 SH   SOLE   250,105 0 0
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF ETF 46435GAA0   4,594,769 195,772 SH   SOLE   195,772 0 0
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF ETF 46435UAA9   3,350,760 142,707 SH   SOLE   142,707 0 0
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF ETF 46435U515   2,902,148 118,455 SH   SOLE   118,455 0 0
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF ETF 46436E205   3,414,533 152,095 SH   SOLE   152,095 0 0
ISHARES MSCI EAFE ETF ETF 464287465   3,525,965 48,634 SH   SOLE   48,634 0 0
ISHARES MSCI EMERGING MARKETS ETF ETF 464287234   3,005,611 75,976 SH   SOLE   75,976 0 0
ISHARES NATIONAL MUNI BOND ETF ETF 464288414   371,954 3,485 SH   SOLE   3,485 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614   1,009,911 3,670 SH   SOLE   3,670 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655   3,206,250 17,121 SH   SOLE   17,121 0 0
ISHARES RUSSELL MIDCAP ETF ETF 464287499   831,447 11,385 SH   SOLE   11,385 0 0
ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606   350,625 4,675 SH   SOLE   4,675 0 0
ISHARES S&P MID-CAP 400 VALUE ETF ETF 464287705   286,573 2,675 SH   SOLE   2,675 0 0
ISHARES SELECT DIVIDEND ETF ETF 464287168   425,215 3,753 SH   SOLE   3,753 0 0
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158   208,080 2,000 SH   SOLE   2,000 0 0
ISHARES TIPS BOND ETF ETF 464287176   2,770,785 25,746 SH   SOLE   25,746 0 0
ISHARES U.S. HOME CONSTRUCTION ETF ETF 464288752   280,670 3,285 SH   SOLE   3,285 0 0
JOHNSON & JOHNSON COM Stock 478160104   751,957 4,543 SH   SOLE   4,543 0 0
JPMORGAN CHASE & CO COM Stock 46625H100   12,648,793 86,969 SH   SOLE   86,969 0 0
KEYSIGHT TECHNOLOGIES INC COM Stock 49338L103   632,291 3,776 SH   SOLE   3,776 0 0
LAM RESEARCH CORP COM Stock 512807108   374,787 583 SH   SOLE   583 0 0
LENNAR CORP CL A Stock 526057104   8,849,893 70,624 SH   SOLE   70,624 0 0
LILLY ELI & CO COM Stock 532457108   1,133,994 2,418 SH   SOLE   2,418 0 0
LOCKHEED MARTIN CORP COM Stock 539830109   6,925,957 15,044 SH   SOLE   15,044 0 0
LOWES COS INC COM Stock 548661107   492,703 2,183 SH   SOLE   2,183 0 0
MASTERCARD INCORPORATED CL A Stock 57636Q104   3,531,090 8,978 SH   SOLE   8,978 0 0
MERCK & CO INC COM Stock 58933Y105   238,280 2,065 SH   SOLE   2,065 0 0
META PLATFORMS INC CL A Stock 30303M102   13,065,338 45,527 SH   SOLE   45,527 0 0
MICRON TECHNOLOGY INC COM Stock 595112103   930,178 14,739 SH   SOLE   14,739 0 0
MICROSOFT CORP COM Stock 594918104   25,607,399 75,196 SH   SOLE   75,196 0 0
MONDELEZ INTL INC CL A Stock 609207105   230,324 3,158 SH   SOLE   3,158 0 0
MORGAN STANLEY COM NEW Stock 617446448   6,365,193 74,534 SH   SOLE   74,534 0 0
NETFLIX INC COM Stock 64110L106   5,061,671 11,491 SH   SOLE   11,491 0 0
NIKE INC CL B Stock 654106103   9,618,746 87,150 SH   SOLE   87,150 0 0
NORTHROP GRUMMAN CORP COM Stock 666807102   6,569,445 14,413 SH   SOLE   14,413 0 0
NOVO-NORDISK A S ADR ADR 670100205   206,657 1,277 SH   SOLE   1,277 0 0
NVIDIA CORPORATION COM Stock 67066G104   34,756,173 82,162 SH   SOLE   82,162 0 0
ORACLE CORP COM Stock 68389X105   306,830 2,576 SH   SOLE   2,576 0 0
PALO ALTO NETWORKS INC COM Stock 697435105   17,083,654 66,861 SH   SOLE   66,861 0 0
PAYPAL HLDGS INC COM Stock 70450Y103   228,550 3,425 SH   SOLE   3,425 0 0
PEPSICO INC COM Stock 713448108   4,979,666 26,885 SH   SOLE   26,885 0 0
PFIZER INC COM Stock 717081103   347,873 9,484 SH   SOLE   9,484 0 0
PIONEER NAT RES CO COM Stock 723787107   349,720 1,688 SH   SOLE   1,688 0 0
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN Stock 726503105   195,990 13,900 SH   SOLE   13,900 0 0
PROCEPT BIOROBOTICS CORP COM Stock 74276L105   3,389,641 95,888 SH   SOLE   95,888 0 0
PROCTER AND GAMBLE CO COM Stock 742718109   431,329 2,843 SH   SOLE   2,843 0 0
QUALCOMM INC COM Stock 747525103   200,106 1,681 SH   SOLE   1,681 0 0
ROBERT HALF INC. COM Stock 770323103   611,764 8,133 SH   SOLE   8,133 0 0
RTX CORPORATION COM Stock 75513E101   717,949 7,329 SH   SOLE   7,329 0 0
SALESFORCE INC COM Stock 79466L302   13,240,721 62,675 SH   SOLE   62,675 0 0
SCHLUMBERGER LTD COM STK Stock 806857108   8,093,208 164,764 SH   SOLE   164,764 0 0
SCHWAB U.S. LARGE-CAP ETF ETF 808524201   691,817 13,210 SH   SOLE   13,210 0 0
SCHWAB US DIVIDEND EQUITY ETF ETF 808524797   494,416 6,808 SH   SOLE   6,808 0 0
SERVICENOW INC COM Stock 81762P102   14,316,186 25,475 SH   SOLE   25,475 0 0
SHOPIFY INC CL A Stock 82509L107   8,076,938 125,030 SH   SOLE   125,030 0 0
SNOWFLAKE INC CL A Stock 833445109   4,977,946 28,287 SH   SOLE   28,287 0 0
SPDR GOLD SHARES ETF 78463V107   7,126,700 39,977 SH   SOLE   39,977 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103   5,360,046 12,092 SH   SOLE   12,092 0 0
SPDR S&P BIOTECH ETF ETF 78464A870   1,842,048 22,140 SH   SOLE   22,140 0 0
SPDR S&P HOMEBUILDERS ETF ETF 78464A888   372,592 4,640 SH   SOLE   4,640 0 0
SPDR S&P MIDCAP 400 ETF TRUST ETF 78467Y107   1,168,540 2,440 SH   SOLE   2,440 0 0
STANLEY BLACK & DECKER INC COM Stock 854502101   651,003 6,947 SH   SOLE   6,947 0 0
STARBUCKS CORP COM Stock 855244109   5,679,308 57,332 SH   SOLE   57,332 0 0
STRYKER CORPORATION COM Stock 863667101   9,565,487 31,353 SH   SOLE   31,353 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS ADR 874039100   5,648,391 55,969 SH   SOLE   55,969 0 0
TARGA RES CORP COM Stock 87612G101   298,769 3,926 SH   SOLE   3,926 0 0
TARGET CORP COM Stock 87612E106   5,377,299 40,768 SH   SOLE   40,768 0 0
TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803   1,077,620 6,198 SH   SOLE   6,198 0 0
TEREX CORP NEW COM Stock 880779103   239,320 4,000 SH   SOLE   4,000 0 0
TESLA INC COM Stock 88160R101   2,142,326 8,184 SH   SOLE   8,184 0 0
TEXAS INSTRS INC COM Stock 882508104   319,536 1,775 SH   SOLE   1,775 0 0
THE CIGNA GROUP COM Stock 125523100   2,619,401 9,335 SH   SOLE   9,335 0 0
THE TRADE DESK INC COM CL A Stock 88339J105   5,250,188 67,990 SH   SOLE   67,990 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102   13,382,888 25,650 SH   SOLE   25,650 0 0
TOLL BROTHERS INC COM Stock 889478103   478,374 6,050 SH   SOLE   6,050 0 0
TRIMBLE INC COM Stock 896239100   391,756 7,400 SH   SOLE   7,400 0 0
TWILIO INC CL A Stock 90138F102   317,527 4,991 SH   SOLE   4,991 0 0
UNION PAC CORP COM Stock 907818108   6,396,866 31,262 SH   SOLE   31,262 0 0
UNITED PARCEL SERVICE INC CL B Stock 911312106   809,852 4,518 SH   SOLE   4,518 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102   2,770,890 5,765 SH   SOLE   5,765 0 0
VANECK MERK GOLD TRUST ETF 921078101   537,447 28,895 SH   SOLE   28,895 0 0
VANECK SEMICONDUCTOR ETF ETF 92189F676   8,387,757 55,092 SH   SOLE   55,092 0 0
VANGUARD GROWTH ETF ETF 922908736   328,517 1,161 SH   SOLE   1,161 0 0
VANGUARD MID-CAP ETF ETF 922908629   483,692 2,197 SH   SOLE   2,197 0 0
VANGUARD SMALL-CAP ETF ETF 922908751   677,022 3,404 SH   SOLE   3,404 0 0
VANGUARD TOTAL STOCK MARKET ETF ETF 922908769   505,102 2,293 SH   SOLE   2,293 0 0
VEEVA SYS INC CL A COM Stock 922475108   10,251,114 51,844 SH   SOLE   51,844 0 0
VERIZON COMMUNICATIONS INC COM Stock 92343V104   704,267 18,937 SH   SOLE   18,937 0 0
VISA INC COM CL A Stock 92826C839   9,768,568 41,134 SH   SOLE   41,134 0 0
WALMART INC COM Stock 931142103   240,014 1,527 SH   SOLE   1,527 0 0
WESTERN DIGITAL CORP. 1.5 02/01/2024 Convertible 958102AP0   14,464 15,000 SH   SOLE   15,000 0 0
WEYERHAEUSER CO MTN BE COM NEW REIT 962166104   249,214 7,437 SH   SOLE   7,437 0 0
WORKDAY INC CL A Stock 98138H101   20,411,646 90,361 SH   SOLE   90,361 0 0
ZOETIS INC CL A Stock 98978V103   9,100,093 52,843 SH   SOLE   52,843 0 0
ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101   685,316 10,096 SH   SOLE   10,096 0 0