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
ADOBE INC COM 00724F101 BBG001S5NCQ5 303,419 586 SH   SOLE   0 0 586
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 36,426,580 222,005 SH   SOLE   0 0 222,005
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 10,287,510 62,029 SH   SOLE   0 0 62,029
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 355,279 2,125 SH   SOLE   0 0 2,125
ALPS ETF TR MED BREAKTHGH 00162Q593 BBG007TGGCM9 300,507 8,050 SH   SOLE   0 0 8,050
AMAZON COM INC COM 023135106 BBG001S5PQL7 9,457,738 50,758 SH   SOLE   0 0 50,758
AMGEN INC COM 031162100 BBG001S5NNL6 4,570,707 14,185 SH   SOLE   0 0 14,185
AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664 BBG01L6XYQ08 3,123,332 45,743 SH   SOLE   0 0 45,743
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 19,388,272 84,235 SH   SOLE   0 0 84,235
APPLE INC COM 037833100 BBG001S5N8V8 26,775,111 114,915 SH   SOLE   0 0 114,915
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 24,838,411 122,932 SH   SOLE   0 0 122,932
ARK ETF TR GENOMIC REV ETF 00214Q302 BBG007FJPCC9 449,690 17,566 SH   SOLE   0 0 17,566
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 11,559,677 13,873 SH   SOLE   0 0 13,873
AVID BIOSERVICES INC COM 05368M106 BBG001SD4YL6 373,651 32,834 SH   SOLE   0 0 32,834
BLACKROCK INC COM 09247X101 BBG001SDBP55 10,246,067 10,791 SH   SOLE   0 0 10,791
BLOCK INC CL A 852234103 BBG001TFLWL5 2,181,121 32,491 SH   SOLE   0 0 32,491
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 1,057,203 20,433 SH   SOLE   0 0 20,433
CATERPILLAR INC COM 149123101 BBG001S5PJ06 8,930,052 22,832 SH   SOLE   0 0 22,832
CBOE GLOBAL MKTS INC COM 12503M108 BBG001T71BP7 19,400,708 94,698 SH   SOLE   0 0 94,698
CISCO SYS INC COM 17275R102 BBG001S6HC62 210,006 3,946 SH   SOLE   0 0 3,946
CME GROUP INC COM 12572Q105 BBG001S86547 9,428,375 42,730 SH   SOLE   0 0 42,730
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 17,464,657 19,700 SH   SOLE   0 0 19,700
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 BBG00DBBGRY0 2,716,478 57,822 SH   SOLE   0 0 57,822
CUMMINS INC COM 231021106 BBG001S5Q9M3 5,856,066 18,086 SH   SOLE   0 0 18,086
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 9,953,075 35,800 SH   SOLE   0 0 35,800
DIREXION SHS ETF TR DAILY S&P BIOTCH 25460G120 BBG0099SHLB2 596,452 4,633 SH   SOLE   0 0 4,633
DIREXION SHS ETF TR DLY SMCAP BULL3X 25459W847 BBG001T3NV41 402,386 9,075 SH   SOLE   0 0 9,075
FEDEX CORP COM 31428X106 BBG001S5R3M5 1,161,224 4,243 SH   SOLE   0 0 4,243
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 BBG006XT8631 5,744,946 95,957 SH   SOLE   0 0 95,957
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 BBG001SQ1891 5,177,500 30,114 SH   SOLE   0 0 30,114
FIRST TR NAS100 EQ WEIGHTED SHS 337344105 BBG001SNH6H6 269,718 2,150 SH   SOLE   0 0 2,150
GLOBAL X FDS GENOMIC BIOTECH 37954Y434 BBG00NTYZBH2 631,901 56,169 SH   SOLE   0 0 56,169
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 5,679,977 27,478 SH   SOLE   0 0 27,478
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 11,145,979 42,531 SH   SOLE   0 0 42,531
INTELLIA THERAPEUTICS INC COM 45826J105 BBG007KC7PC9 1,465,236 71,301 SH   SOLE   0 0 71,301
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 452,772 2,048 SH   SOLE   0 0 2,048
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 11,492,770 23,394 SH   SOLE   0 0 23,394
INVESCO EXCH TRADED FD TR II S&P SMLCP HELT 46138E149 BBG001T7V3G2 1,220,746 26,446 SH   SOLE   0 0 26,446
INVESCO EXCH TRADED FD TR II S&P SMLCP INFO 46138E115 BBG001T7V3J9 660,547 13,794 SH   SOLE   0 0 13,794
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 1,650,090 43,769 SH   SOLE   0 0 43,769
INVESCO EXCHANGE TRADED FD T SEMICONDUCTORS 46137V647 BBG001SN6GS4 279,950 4,867 SH   SOLE   0 0 4,867
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 5,195,841 10,646 SH   SOLE   0 0 10,646
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 14,106,362 59,528 SH   SOLE   0 0 59,528
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 11,961,059 102,266 SH   SOLE   0 0 102,266
ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 323,848 2,578 SH   SOLE   0 0 2,578
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 1,514,082 2,625 SH   SOLE   0 0 2,625
ISHARES TR GNMA BOND ETF 46429B333 BBG002N8KM74 5,905,382 131,846 SH   SOLE   0 0 131,846
ISHARES TR IBONDS 25 TRM TS 46436E866 BBG00RYR2N19 6,925,598 295,713 SH   SOLE   0 0 295,713
ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 9,806,888 67,355 SH   SOLE   0 0 67,355
ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 417,764 1,471 SH   SOLE   0 0 1,471
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 703,535 3,185 SH   SOLE   0 0 3,185
ISHARES TR S&P 100 ETF 464287101 BBG001SGB026 227,220 821 SH   SOLE   0 0 821
ISHARES TR US AER DEF ETF 464288760 BBG001SC08P5 1,372,199 9,170 SH   SOLE   0 0 9,170
ISHARES TR US BR DEL SE ETF 464288794 BBG001SQZT98 4,186,428 32,564 SH   SOLE   0 0 32,564
ISHARES TR US TRSPRTION 464287192 BBG001SB7HJ7 3,377,555 49,014 SH   SOLE   0 0 49,014
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 8,343,766 51,486 SH   SOLE   0 0 51,486
KLA CORP COM NEW 482480100 BBG001S5SLM4 212,963 275 SH   SOLE   0 0 275
L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 2,359,670 9,920 SH   SOLE   0 0 9,920
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 24,034,736 29,451 SH   SOLE   0 0 29,451
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 5,303,713 9,073 SH   SOLE   0 0 9,073
LOWES COS INC COM 548661107 BBG001S5SVL3 325,562 1,202 SH   SOLE   0 0 1,202
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 306,510 4,250 SH   SOLE   0 0 4,250
MCCORMICK & CO INC COM NON VTG 579780206 BBG001S79S19 213,980 2,600 SH   SOLE   0 0 2,600
MEDPACE HLDGS INC COM 58506Q109 BBG0065B7K40 14,751,623 44,193 SH   SOLE   0 0 44,193
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 412,729 721 SH   SOLE   0 0 721
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 2,844,594 35,429 SH   SOLE   0 0 35,429
MICROSOFT CORP COM 594918104 BBG001S5TD05 20,753,584 48,231 SH   SOLE   0 0 48,231
MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 8,357,166 80,172 SH   SOLE   0 0 80,172
NASDAQ INC COM 631103108 BBG001SKTBJ6 306,642 4,200 SH   SOLE   0 0 4,200
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 418,231 792 SH   SOLE   0 0 792
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 47,080,709 387,687 SH   SOLE   0 0 387,687
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 5,855,726 157,412 SH   SOLE   0 0 157,412
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 895,550 11,477 SH   SOLE   0 0 11,477
PEPSICO INC COM 713448108 BBG001S695T1 376,321 2,213 SH   SOLE   0 0 2,213
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 465,388 2,687 SH   SOLE   0 0 2,687
PROSHARES TR PSHS ULTRA TECH 74347R693 BBG001SSTD78 320,326 4,776 SH   SOLE   0 0 4,776
QUALCOMM INC COM 747525103 BBG001S6VS70 25,690,989 151,079 SH   SOLE   0 0 151,079
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 4,278,179 15,936 SH   SOLE   0 0 15,936
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 4,008,215 33,082 SH   SOLE   0 0 33,082
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 8,596,919 132,648 SH   SOLE   0 0 132,648
SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 3,273,096 37,279 SH   SOLE   0 0 37,279
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 1,542,316 34,032 SH   SOLE   0 0 34,032
SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 1,508,924 11,141 SH   SOLE   0 0 11,141
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 609,718 7,346 SH   SOLE   0 0 7,346
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 2,460,192 15,973 SH   SOLE   0 0 15,973
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 352,365 3,656 SH   SOLE   0 0 3,656
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 1,702,372 7,541 SH   SOLE   0 0 7,541
SOFI TECHNOLOGIES INC COM 83406F102 BBG00YB1ZF08 282,567 35,950 SH   SOLE   0 0 35,950
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 929,461 3,824 SH   SOLE   0 0 3,824
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1,216,945 2,121 SH   SOLE   0 0 2,121
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 781,004 1,371 SH   SOLE   0 0 1,371
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 26,693,207 290,744 SH   SOLE   0 0 290,744
SPDR SER TR COMP SOFTWARE 78464A599 BBG0024LG5C2 10,589,215 65,899 SH   SOLE   0 0 65,899
SPDR SER TR PORTFOLIO S&P600 78468R853 BBG004T58LZ5 516,857 11,357 SH   SOLE   0 0 11,357
SPDR SER TR S&P BIOTECH 78464A870 BBG001SQDKG3 18,818,674 190,472 SH   SOLE   0 0 190,472
SPDR SER TR S&P SEMICNDCTR 78464A862 BBG001SQDKJ0 9,974,219 41,516 SH   SOLE   0 0 41,516
STRYKER CORPORATION COM 863667101 BBG001S8FR03 20,618,680 57,074 SH   SOLE   0 0 57,074
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 20,012,707 32,353 SH   SOLE   0 0 32,353
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 349,303 2,562 SH   SOLE   0 0 2,562
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 3,235,046 13,180 SH   SOLE   0 0 13,180
VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 479,379 1,817 SH   SOLE   0 0 1,817
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 1,236,331 2,343 SH   SOLE   0 0 2,343
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 1,014,310 4,276 SH   SOLE   0 0 4,276
VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 412,017 1,541 SH   SOLE   0 0 1,541
VANGUARD WORLD FD FINANCIALS ETF 92204A405 BBG001SHTTM0 569,114 5,178 SH   SOLE   0 0 5,178
VANGUARD WORLD FD HEALTH CAR ETF 92204A504 BBG001SHVR32 647,085 2,293 SH   SOLE   0 0 2,293
VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 1,390,639 2,371 SH   SOLE   0 0 2,371
VANGUARD WORLD FD MATERIALS ETF 92204A801 BBG001SHTTP7 223,101 1,055 SH   SOLE   0 0 1,055
VERALTO CORP COM SHS 92338C103 BBG019Q32XK7 507,733 4,539 SH   SOLE   0 0 4,539
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 2,799,317 6,019 SH   SOLE   0 0 6,019
VISA INC COM CL A 92826C839 BBG001SRCFY3 508,658 1,850 SH   SOLE   0 0 1,850
WALMART INC COM 931142103 BBG001S5XH92 12,213,438 151,250 SH   SOLE   0 0 151,250
WISDOMTREE TR FLOATNG RAT TREA 97717Y527 BBG005YHYNG8 26,458,733 526,857 SH   SOLE   0 0 526,857