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
ABBOTT LABS COM Stock 002824100   6,093,286 55,358 SH   SOLE   55,358 0 0
ABBVIE INC COM Stock 00287Y109   245,163 1,582 SH   SOLE   1,582 0 0
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101   207,037 590 SH   SOLE   590 0 0
ADOBE INC COM Stock 00724F101   12,184,958 20,424 SH   SOLE   20,424 0 0
ADVANCED MICRO DEVICES INC COM Stock 007903107   11,137,415 75,554 SH   SOLE   75,554 0 0
AGILENT TECHNOLOGIES INC COM Stock 00846U101   1,090,551 7,844 SH   SOLE   7,844 0 0
ALPHABET INC CAP STK CL A Stock 02079K305   19,438,841 139,157 SH   SOLE   139,157 0 0
ALPHABET INC CAP STK CL C Stock 02079K107   11,882,241 84,313 SH   SOLE   84,313 0 0
AMAZON COM INC COM Stock 023135106   23,001,133 151,383 SH   SOLE   151,383 0 0
AMERICAN EXPRESS CO COM Stock 025816109   787,765 4,205 SH   SOLE   4,205 0 0
AMERIPRISE FINL INC COM Stock 03076C106   533,281 1,404 SH   SOLE   1,404 0 0
AMETEK INC COM Stock 031100100   338,684 2,054 SH   SOLE   2,054 0 0
AMGEN INC COM Stock 031162100   822,585 2,856 SH   SOLE   2,856 0 0
AMPHENOL CORP NEW CL A Stock 032095101   7,796,575 78,650 SH   SOLE   78,650 0 0
ANSYS INC COM Stock 03662Q105   208,656 575 SH   SOLE   575 0 0
APPLE INC COM Stock 037833100   34,281,291 178,057 SH   SOLE   178,057 0 0
ASML HOLDING N V N Y REGISTRY SHS ADR N07059210   12,736,693 16,827 SH   SOLE   16,827 0 0
ATLAS ENERGY SOLUTIONS INC COM NEW Stock 642045108   254,271 14,766 SH   SOLE   14,766 0 0
ATLASSIAN CORPORATION CL A Stock 049468101   4,681,798 19,683 SH   SOLE   19,683 0 0
AXON ENTERPRISE INC COM Stock 05464C101   258,330 1,000 SH   SOLE   1,000 0 0
BALL CORP COM Stock 058498106   2,150,673 37,390 SH   SOLE   37,390 0 0
BANK AMERICA CORP COM Stock 060505104   3,623,599 107,621 SH   SOLE   107,621 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   2,323,640 6,515 SH   SOLE   6,515 0 0
BHP GROUP LTD SPONSORED ADS ADR 088606108   4,082,274 59,761 SH   SOLE   59,761 0 0
BLACKROCK INC COM Stock 09247X101   4,359,576 5,370 SH   SOLE   5,370 0 0
BOEING CO COM Stock 097023105   1,652,584 6,340 SH   SOLE   6,340 0 0
BRISTOL-MYERS SQUIBB CO COM Stock 110122108   386,005 7,523 SH   SOLE   7,523 0 0
BROADCOM INC COM Stock 11135F101   1,760,326 1,577 SH   SOLE   1,577 0 0
CADENCE DESIGN SYSTEM INC COM Stock 127387108   10,783,945 39,593 SH   SOLE   39,593 0 0
CATERPILLAR INC COM Stock 149123101   10,190,267 34,465 SH   SOLE   34,465 0 0
CHEVRON CORP NEW COM Stock 166764100   7,817,625 52,411 SH   SOLE   52,411 0 0
CISCO SYS INC COM Stock 17275R102   1,286,239 25,460 SH   SOLE   25,460 0 0
CLOUDFLARE INC CL A COM Stock 18915M107   2,553,834 30,673 SH   SOLE   30,673 0 0
COCA COLA CO COM Stock 191216100   310,856 5,275 SH   SOLE   5,275 0 0
COMCAST CORP NEW CL A Stock 20030N101   308,879 7,044 SH   SOLE   7,044 0 0
CONOCOPHILLIPS COM Stock 20825C104   5,671,877 48,866 SH   SOLE   48,866 0 0
CONSUMER STAPLES SELECT SECTOR SPDR FUND ETF 81369Y308   365,696 5,077 SH   SOLE   5,077 0 0
CORVEL CORP COM Stock 221006109   2,215,002 8,960 SH   SOLE   8,960 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105   17,620,930 26,695 SH   SOLE   26,695 0 0
CROWN CASTLE INC COM REIT 22822V101   3,650,371 31,690 SH   SOLE   31,690 0 0
CSX CORP COM Stock 126408103   948,051 27,345 SH   SOLE   27,345 0 0
D R HORTON INC COM Stock 23331A109   15,491,017 101,928 SH   SOLE   101,928 0 0
DEERE & CO COM Stock 244199105   5,151,525 12,883 SH   SOLE   12,883 0 0
DEXCOM INC COM Stock 252131107   8,721,293 70,282 SH   SOLE   70,282 0 0
DIGITAL RLTY TR INC COM REIT 253868103   6,506,539 48,347 SH   SOLE   48,347 0 0
DISNEY WALT CO COM Stock 254687106   4,145,124 45,909 SH   SOLE   45,909 0 0
DOCUSIGN INC COM Stock 256163106   1,117,719 18,801 SH   SOLE   18,801 0 0
DOORDASH INC CL A Stock 25809K105   3,678,312 37,196 SH   SOLE   37,196 0 0
DRAFTKINGS INC NEW COM CL A Stock 26142V105   322,502 9,149 SH   SOLE   9,149 0 0
EATON CORP PLC SHS Stock G29183103   256,955 1,067 SH   SOLE   1,067 0 0
ELI LILLY & CO COM Stock 532457108   1,417,079 2,431 SH   SOLE   2,431 0 0
ENERGY SELECT SECTOR SPDR FUND ETF 81369Y506   8,449,898 100,786 SH   SOLE   100,786 0 0
ENERGY TRANSFER L P COM UT LTD PTN Stock 29273V100   143,966 10,432 SH   SOLE   10,432 0 0
EQUINIX INC COM REIT 29444U700   3,418,075 4,244 SH   SOLE   4,244 0 0
EXTREME NETWORKS COM Stock 30226D106   9,808,122 556,016 SH   SOLE   556,016 0 0
EXXON MOBIL CORP COM Stock 30231G102   1,222,655 12,229 SH   SOLE   12,229 0 0
FEDEX CORP COM Stock 31428X106   220,590 872 SH   SOLE   872 0 0
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF ETF 316092808   207,995 1,448 SH   SOLE   1,448 0 0
FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605   598,601 15,920 SH   SOLE   15,920 0 0
FIRST TRUST DOW JONES INTERNET INDEX FUND ETF 33733E302   1,204,180 6,455 SH   SOLE   6,455 0 0
FORD MTR CO DEL COM Stock 345370860   180,313 14,792 SH   SOLE   14,792 0 0
FREEPORT-MCMORAN INC CL B Stock 35671D857   5,266,675 123,718 SH   SOLE   123,718 0 0
GENERAC HLDGS INC COM Stock 368736104   1,313,725 10,165 SH   SOLE   10,165 0 0
GILEAD SCIENCES INC COM Stock 375558103   586,917 7,245 SH   SOLE   7,245 0 0
GOLDMAN SACHS GROUP INC COM Stock 38141G104   208,702 541 SH   SOLE   541 0 0
GRAB HOLDINGS LIMITED CLASS A ORD Stock G4124C109   101,100 30,000 SH   SOLE   30,000 0 0
GUIDEWIRE SOFTWARE INC COM Stock 40171V100   6,094,246 55,890 SH   SOLE   55,890 0 0
HEALTH CARE SELECT SECTOR SPDR FUND ETF 81369Y209   2,968,038 21,763 SH   SOLE   21,763 0 0
HEWLETT PACKARD ENTERPRISE CO COM Stock 42824C109   228,007 13,428 SH   SOLE   13,428 0 0
HOME DEPOT INC COM Stock 437076102   14,521,831 41,904 SH   SOLE   41,904 0 0
HONEYWELL INTL INC COM Stock 438516106   10,510,036 50,117 SH   SOLE   50,117 0 0
HP INC COM Stock 40434L105   404,018 13,427 SH   SOLE   13,427 0 0
IDEXX LABS INC COM Stock 45168D104   11,089,899 19,980 SH   SOLE   19,980 0 0
ILLINOIS TOOL WKS INC COM Stock 452308109   264,109 1,008 SH   SOLE   1,008 0 0
INDUSTRIAL SELECT SECTOR SPDR FUND ETF 81369Y704   6,114,880 53,644 SH   SOLE   53,644 0 0
INTERCONTINENTAL EXCHANGE INC COM Stock 45866F104   351,898 2,740 SH   SOLE   2,740 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101   311,726 1,906 SH   SOLE   1,906 0 0
INTUIT COM Stock 461202103   18,539,015 29,661 SH   SOLE   29,661 0 0
INTUITIVE SURGICAL INC COM NEW Stock 46120E602   11,371,056 33,706 SH   SOLE   33,706 0 0
INVESCO QQQ TRUST SERIES I ETF 46090E103   1,830,544 4,470 SH   SOLE   4,470 0 0
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357   3,648,499 23,121 SH   SOLE   23,121 0 0
IQVIA HLDGS INC COM Stock 46266C105   377,381 1,631 SH   SOLE   1,631 0 0
ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457   283,858 3,460 SH   SOLE   3,460 0 0
ISHARES 7-10 YEAR TREASURY BOND ETF ETF 464287440   344,883 3,578 SH   SOLE   3,578 0 0
ISHARES BIOTECHNOLOGY ETF ETF 464287556   2,793,755 20,565 SH   SOLE   20,565 0 0
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF ETF 464288620   503,117 9,815 SH   SOLE   9,815 0 0
ISHARES CORE MSCI EAFE ETF ETF 46432F842   472,400 6,715 SH   SOLE   6,715 0 0
ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103   210,716 4,166 SH   SOLE   4,166 0 0
ISHARES CORE S&P 500 ETF ETF 464287200   2,599,740 5,443 SH   SOLE   5,443 0 0
ISHARES CORE S&P MID-CAP ETF ETF 464287507   2,935,019 10,590 SH   SOLE   10,590 0 0
ISHARES CORE S&P SMALL CAP ETF ETF 464287804   756,126 6,985 SH   SOLE   6,985 0 0
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226   299,735 3,020 SH   SOLE   3,020 0 0
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF ETF 464287515   2,054,567 5,065 SH   SOLE   5,065 0 0
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF ETF 46434VBG4   7,016,948 281,692 SH   SOLE   281,692 0 0
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF ETF 46434VBD1   7,384,125 298,228 SH   SOLE   298,228 0 0
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF ETF 46435GAA0   6,029,325 252,273 SH   SOLE   252,273 0 0
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF ETF 46435UAA9   5,175,341 216,270 SH   SOLE   216,270 0 0
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF ETF 46435U515   3,993,475 159,166 SH   SOLE   159,166 0 0
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF ETF 46436E205   4,140,950 179,495 SH   SOLE   179,495 0 0
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF ETF 46436E726   3,733,874 172,545 SH   SOLE   172,545 0 0
ISHARES IBONDS DEC 2031 TERM CORPORATE ETF ETF 46436E486   264,298 12,725 SH   SOLE   12,725 0 0
ISHARES IBONDS DEC 2032 TERM CORPORATE ETF ETF 46436E312   2,259,347 89,550 SH   SOLE   89,550 0 0
ISHARES MSCI EAFE ETF ETF 464287465   2,926,669 38,841 SH   SOLE   38,841 0 0
ISHARES MSCI EMERGING MARKETS ETF ETF 464287234   2,310,869 57,470 SH   SOLE   57,470 0 0
ISHARES MSCI TAIWAN ETF ETF 46434G772   235,904 5,125 SH   SOLE   5,125 0 0
ISHARES NATIONAL MUNI BOND ETF ETF 464288414   377,809 3,485 SH   SOLE   3,485 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614   970,144 3,200 SH   SOLE   3,200 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655   2,843,057 14,165 SH   SOLE   14,165 0 0
ISHARES RUSSELL MIDCAP ETF ETF 464287499   1,223,237 15,737 SH   SOLE   15,737 0 0
ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606   370,354 4,675 SH   SOLE   4,675 0 0
ISHARES S&P MID-CAP 400 VALUE ETF ETF 464287705   266,854 2,340 SH   SOLE   2,340 0 0
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158   210,860 2,000 SH   SOLE   2,000 0 0
ISHARES TIPS BOND ETF ETF 464287176   2,432,606 22,631 SH   SOLE   22,631 0 0
ISHARES U.S. HOME CONSTRUCTION ETF ETF 464288752   354,532 3,485 SH   SOLE   3,485 0 0
JOHNSON & JOHNSON COM Stock 478160104   1,190,597 7,596 SH   SOLE   7,596 0 0
JPMORGAN CHASE & CO COM Stock 46625H100   14,710,739 86,483 SH   SOLE   86,483 0 0
KEYSIGHT TECHNOLOGIES INC COM Stock 49338L103   623,792 3,921 SH   SOLE   3,921 0 0
LAM RESEARCH CORP COM Stock 512807108   399,463 510 SH   SOLE   510 0 0
LENNAR CORP CL A Stock 526057104   10,652,783 71,476 SH   SOLE   71,476 0 0
LOCKHEED MARTIN CORP COM Stock 539830109   6,136,416 13,539 SH   SOLE   13,539 0 0
LOWES COS INC COM Stock 548661107   1,008,819 4,533 SH   SOLE   4,533 0 0
MASTERCARD INCORPORATED CL A Stock 57636Q104   4,846,906 11,364 SH   SOLE   11,364 0 0
MERCADOLIBRE INC COM Stock 58733R102   314,308 200 SH   SOLE   200 0 0
MERCK & CO INC COM Stock 58933Y105   697,510 6,398 SH   SOLE   6,398 0 0
META PLATFORMS INC CL A Stock 30303M102   15,927,138 44,997 SH   SOLE   44,997 0 0
MICRON TECHNOLOGY INC COM Stock 595112103   1,102,081 12,914 SH   SOLE   12,914 0 0
MICROSOFT CORP COM Stock 594918104   28,628,437 76,131 SH   SOLE   76,131 0 0
MORGAN STANLEY COM NEW Stock 617446448   7,377,414 79,114 SH   SOLE   79,114 0 0
NETFLIX INC COM Stock 64110L106   5,399,012 11,089 SH   SOLE   11,089 0 0
NIKE INC CL B Stock 654106103   9,509,429 87,588 SH   SOLE   87,588 0 0
NORFOLK SOUTHN CORP COM Stock 655844108   307,294 1,300 SH   SOLE   1,300 0 0
NORTHROP GRUMMAN CORP COM Stock 666807102   6,440,670 13,758 SH   SOLE   13,758 0 0
NOVO-NORDISK A S ADR ADR 670100205   284,901 2,754 SH   SOLE   2,754 0 0
NVIDIA CORPORATION COM Stock 67066G104   37,037,510 74,790 SH   SOLE   74,790 0 0
ORACLE CORP COM Stock 68389X105   463,535 4,397 SH   SOLE   4,397 0 0
PALO ALTO NETWORKS INC COM Stock 697435105   21,298,298 72,227 SH   SOLE   72,227 0 0
PEPSICO INC COM Stock 713448108   5,078,750 29,903 SH   SOLE   29,903 0 0
PFIZER INC COM Stock 717081103   226,088 7,853 SH   SOLE   7,853 0 0
PIONEER NAT RES CO COM Stock 723787107   348,114 1,548 SH   SOLE   1,548 0 0
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN Stock 726503105   210,585 13,900 SH   SOLE   13,900 0 0
PROCEPT BIOROBOTICS CORP COM Stock 74276L105   3,528,948 84,203 SH   SOLE   84,203 0 0
PROCTER AND GAMBLE CO COM Stock 742718109   656,646 4,481 SH   SOLE   4,481 0 0
QUALCOMM INC COM Stock 747525103   204,941 1,417 SH   SOLE   1,417 0 0
ROBERT HALF INC. COM Stock 770323103   611,044 6,950 SH   SOLE   6,950 0 0
ROYAL CARIBBEAN GROUP COM Stock V7780T103   246,031 1,900 SH   SOLE   1,900 0 0
RTX CORPORATION COM Stock 75513E101   572,236 6,801 SH   SOLE   6,801 0 0
SALESFORCE INC COM Stock 79466L302   15,948,126 60,607 SH   SOLE   60,607 0 0
SCHLUMBERGER LTD COM STK Stock 806857108   9,055,376 174,008 SH   SOLE   174,008 0 0
SCHWAB CHARLES CORP COM Stock 808513105   530,654 7,713 SH   SOLE   7,713 0 0
SCHWAB U.S. LARGE-CAP ETF ETF 808524201   666,314 11,814 SH   SOLE   11,814 0 0
SCHWAB US DIVIDEND EQUITY ETF ETF 808524797   573,885 7,538 SH   SOLE   7,538 0 0
SERVICENOW INC COM Stock 81762P102   17,436,173 24,680 SH   SOLE   24,680 0 0
SHOPIFY INC CL A Stock 82509L107   9,889,795 126,955 SH   SOLE   126,955 0 0
SNOWFLAKE INC CL A Stock 833445109   9,700,653 48,747 SH   SOLE   48,747 0 0
SPDR GOLD SHARES ETF 78463V107   6,834,136 35,749 SH   SOLE   35,749 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103   6,712,645 14,123 SH   SOLE   14,123 0 0
SPDR S&P BIOTECH ETF ETF 78464A870   1,850,268 20,722 SH   SOLE   20,722 0 0
SPDR S&P HOMEBUILDERS ETF ETF 78464A888   597,397 6,245 SH   SOLE   6,245 0 0
SPDR S&P MIDCAP 400 ETF TRUST ETF 78467Y107   1,193,358 2,352 SH   SOLE   2,352 0 0
STANLEY BLACK & DECKER INC COM Stock 854502101   532,291 5,426 SH   SOLE   5,426 0 0
STARBUCKS CORP COM Stock 855244109   5,523,359 57,529 SH   SOLE   57,529 0 0
STRYKER CORPORATION COM Stock 863667101   9,571,640 31,963 SH   SOLE   31,963 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS ADR 874039100   5,617,872 54,018 SH   SOLE   54,018 0 0
TARGA RES CORP COM Stock 87612G101   341,052 3,926 SH   SOLE   3,926 0 0
TARGET CORP COM Stock 87612E106   5,222,114 36,667 SH   SOLE   36,667 0 0
TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803   2,373,086 12,329 SH   SOLE   12,329 0 0
TEREX CORP NEW COM Stock 880779103   229,840 4,000 SH   SOLE   4,000 0 0
TESLA INC COM Stock 88160R101   1,835,522 7,387 SH   SOLE   7,387 0 0
TEXAS INSTRS INC COM Stock 882508104   490,073 2,875 SH   SOLE   2,875 0 0
THE CIGNA GROUP COM Stock 125523100   2,860,646 9,553 SH   SOLE   9,553 0 0
THE TRADE DESK INC COM CL A Stock 88339J105   7,173,692 99,690 SH   SOLE   99,690 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102   14,809,041 27,900 SH   SOLE   27,900 0 0
TOLL BROTHERS INC COM Stock 889478103   621,880 6,050 SH   SOLE   6,050 0 0
TRANE TECHNOLOGIES PLC SHS Stock G8994E103   205,608 843 SH   SOLE   843 0 0
TRIMBLE INC COM Stock 896239100   383,040 7,200 SH   SOLE   7,200 0 0
TWILIO INC CL A Stock 90138F102   504,991 6,656 SH   SOLE   6,656 0 0
UNION PAC CORP COM Stock 907818108   8,462,880 34,455 SH   SOLE   34,455 0 0
UNITED PARCEL SERVICE INC CL B Stock 911312106   355,811 2,263 SH   SOLE   2,263 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102   3,343,085 6,350 SH   SOLE   6,350 0 0
VANECK MERK GOLD TRUST ETF 921078101   576,744 28,895 SH   SOLE   28,895 0 0
VANECK OIL SERVICES ETF ETF 92189H607   1,651,599 5,336 SH   SOLE   5,336 0 0
VANECK SEMICONDUCTOR ETF ETF 92189F676   10,199,817 58,328 SH   SOLE   58,328 0 0
VANGUARD GROWTH ETF ETF 922908736   360,932 1,161 SH   SOLE   1,161 0 0
VANGUARD MID-CAP ETF ETF 922908629   487,846 2,097 SH   SOLE   2,097 0 0
VANGUARD SMALL-CAP ETF ETF 922908751   632,950 2,967 SH   SOLE   2,967 0 0
VANGUARD TOTAL STOCK MARKET ETF ETF 922908769   468,747 1,976 SH   SOLE   1,976 0 0
VEEVA SYS INC CL A COM Stock 922475108   10,953,040 56,893 SH   SOLE   56,893 0 0
VERIZON COMMUNICATIONS INC COM Stock 92343V104   225,333 5,977 SH   SOLE   5,977 0 0
VISA INC COM CL A Stock 92826C839   11,187,832 42,972 SH   SOLE   42,972 0 0
WALMART INC COM Stock 931142103   246,249 1,562 SH   SOLE   1,562 0 0
WESTERN DIGITAL CORP. 1.5 02/01/2024 Convertible 958102AP0   14,827 15,000 SH   SOLE   15,000 0 0
WEYERHAEUSER CO MTN BE COM NEW REIT 962166104   236,853 6,812 SH   SOLE   6,812 0 0
WORKDAY INC CL A Stock 98138H101   24,996,681 90,548 SH   SOLE   90,548 0 0
ZOETIS INC CL A Stock 98978V103   11,011,470 55,791 SH   SOLE   55,791 0 0
ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101   683,936 9,511 SH   SOLE   9,511 0 0