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
ABBVIE INC COM 00287Y109   242,073 1,624 SH   SOLE   1,624 0 0
ADOBE INC COM 00724F101   298,801 586 SH   SOLE   586 0 0
ADVANCED MICRO DEVICES INC COM 007903107   26,372,302 256,490 SH   SOLE   256,490 0 0
ALPHABET INC CAP STK CL A 02079K305   8,171,945 62,448 SH   SOLE   62,448 0 0
ALPHABET INC CAP STK CL C 02079K107   234,034 1,775 SH   SOLE   1,775 0 0
AMAZON COM INC COM 023135106   3,509,148 27,605 SH   SOLE   27,605 0 0
AMGEN INC COM 031162100   4,098,991 15,251 SH   SOLE   15,251 0 0
ANALOG DEVICES INC COM 032654105   15,568,928 88,920 SH   SOLE   88,920 0 0
APPLE INC COM 037833100   19,867,832 116,044 SH   SOLE   116,044 0 0
APPLIED MATLS INC COM 038222105   20,612,574 148,881 SH   SOLE   148,881 0 0
ARK ETF TR GENOMIC REV ETF 00214Q302   299,941 10,766 SH   SOLE   10,766 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   8,239,474 13,997 SH   SOLE   13,997 0 0
AT&T INC COM 00206R102   164,739 10,968 SH   SOLE   10,968 0 0
AVID BIOSERVICES INC COM 05368M106   442,528 46,878 SH   SOLE   46,878 0 0
BLACKROCK INC COM 09247X101   7,075,768 10,945 SH   SOLE   10,945 0 0
BLOCK INC CL A 852234103   1,519,933 34,341 SH   SOLE   34,341 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   6,189,792 106,647 SH   SOLE   106,647 0 0
BROADCOM INC COM 11135F101   314,790 379 SH   SOLE   379 0 0
CATALENT INC COM 148806102   4,060,775 89,189 SH   SOLE   89,189 0 0
CATERPILLAR INC COM 149123101   6,002,451 21,987 SH   SOLE   21,987 0 0
CBOE GLOBAL MKTS INC COM 12503M108   14,552,001 93,157 SH   SOLE   93,157 0 0
CISCO SYS INC COM 17275R102   429,274 7,985 SH   SOLE   7,985 0 0
CME GROUP INC COM 12572Q105   8,616,468 43,035 SH   SOLE   43,035 0 0
COSTCO WHSL CORP NEW COM 22160K105   10,975,614 19,427 SH   SOLE   19,427 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   2,696,438 59,406 SH   SOLE   59,406 0 0
CUMMINS INC COM 231021106   3,830,360 16,766 SH   SOLE   16,766 0 0
CVS HEALTH CORP COM 126650100   330,109 4,728 SH   SOLE   4,728 0 0
DANAHER CORPORATION COM 235851102   8,289,480 33,412 SH   SOLE   33,412 0 0
DIREXION SHS ETF TR SP BIOTCH BL NEW 25490K323   241,158 63,296 SH   SOLE   63,296 0 0
DIREXION SHS ETF TR DLY SCOND 3XBU 25459W458   258,274 13,687 SH   SOLE   13,687 0 0
DIREXION SHS ETF TR 20YR TRES BEAR 25460G849   229,528 5,200 SH   SOLE   5,200 0 0
ETF MANAGERS TR PRIME CYBR SCRTY 26924G201   2,364,106 45,816 SH   SOLE   45,816 0 0
FEDEX CORP COM 31428X106   1,135,976 4,288 SH   SOLE   4,288 0 0
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203   4,271,062 29,184 SH   SOLE   29,184 0 0
FIRST TR NAS100 EQ WEIGHTED SHS 337344105   223,579 2,150 SH   SOLE   2,150 0 0
GLOBAL X FDS GENOMIC BIOTECH 37954Y434   652,294 64,139 SH   SOLE   64,139 0 0
HOLOGIC INC COM 436440101   9,632,338 138,795 SH   SOLE   138,795 0 0
HONEYWELL INTL INC COM 438516106   5,114,157 27,683 SH   SOLE   27,683 0 0
ILLINOIS TOOL WKS INC COM 452308109   9,808,567 42,589 SH   SOLE   42,589 0 0
INTELLIA THERAPEUTICS INC COM 45826J105   2,086,414 65,984 SH   SOLE   65,984 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   469,865 3,349 SH   SOLE   3,349 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   6,725,008 23,008 SH   SOLE   23,008 0 0
INVESCO EXCH TRADED FD TR II S&P SMLCP INFO 46138E115   1,239,873 28,327 SH   SOLE   28,327 0 0
INVESCO EXCH TRADED FD TR II S&P SMLCP HELT 46138E149   1,364,378 36,335 SH   SOLE   36,335 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282   1,262,667 44,855 SH   SOLE   44,855 0 0
INVESCO EXCHANGE TRADED FD T SEMICONDUCTORS 46137V647   236,256 5,520 SH   SOLE   5,520 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   3,749,900 10,467 SH   SOLE   10,467 0 0
IQVIA HLDGS INC COM 46266C105   14,389,321 73,135 SH   SOLE   73,135 0 0
ISHARES INC CORE MSCI EMKT 46434G103   256,999 5,400 SH   SOLE   5,400 0 0
ISHARES TR CORE S&P SCP ETF 464287804   5,285,710 56,034 SH   SOLE   56,034 0 0
ISHARES TR ISHARES BIOTECH 464287556   7,780,334 63,622 SH   SOLE   63,622 0 0
ISHARES TR US AER DEF ETF 464288760   645,251 6,089 SH   SOLE   6,089 0 0
ISHARES TR CORE S&P500 ETF 464287200   998,801 2,326 SH   SOLE   2,326 0 0
ISHARES TR US TRSPRTION 464287192   2,743,057 11,734 SH   SOLE   11,734 0 0
ISHARES TR US BR DEL SE ETF 464288794   3,142,993 34,527 SH   SOLE   34,527 0 0
ISHARES TR RUS 2000 GRW ETF 464287648   202,632 904 SH   SOLE   904 0 0
ISHARES TR CORE S&P TTL STK 464287150   206,464 2,192 SH   SOLE   2,192 0 0
ISHARES TR FLTG RATE NT ETF 46429B655   356,077 6,997 SH   SOLE   6,997 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   562,917 3,185 SH   SOLE   3,185 0 0
JOHNSON & JOHNSON COM 478160104   8,515,111 54,672 SH   SOLE   54,672 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   1,716,301 9,857 SH   SOLE   9,857 0 0
LAM RESEARCH CORP COM 512807108   21,687,148 34,601 SH   SOLE   34,601 0 0
LOCKHEED MARTIN CORP COM 539830109   3,783,289 9,251 SH   SOLE   9,251 0 0
LOWES COS INC COM 548661107   249,824 1,202 SH   SOLE   1,202 0 0
MARVELL TECHNOLOGY INC COM 573874104   205,694 3,800 SH   SOLE   3,800 0 0
MATTERPORT INC COM CL A 577096100   47,740 22,000 SH   SOLE   22,000 0 0
MEDPACE HLDGS INC COM 58506Q109   10,752,751 44,409 SH   SOLE   44,409 0 0
META PLATFORMS INC CL A 30303M102   206,845 689 SH   SOLE   689 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   2,687,105 34,428 SH   SOLE   34,428 0 0
MICROSOFT CORP COM 594918104   16,541,353 52,388 SH   SOLE   52,388 0 0
MORGAN STANLEY COM NEW 617446448   6,694,437 81,969 SH   SOLE   81,969 0 0
NASDAQ INC COM 631103108   204,078 4,200 SH   SOLE   4,200 0 0
NORTHROP GRUMMAN CORP COM 666807102   348,630 792 SH   SOLE   792 0 0
NVIDIA CORPORATION COM 67066G104   22,140,991 50,900 SH   SOLE   50,900 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108   223,947 26,820 SH   SOLE   26,820 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   200,016 12,501 SH   SOLE   12,501 0 0
PAYPAL HLDGS INC COM 70450Y103   3,449,725 59,010 SH   SOLE   59,010 0 0
PEPSICO INC COM 713448108   357,349 2,109 SH   SOLE   2,109 0 0
PROCTER AND GAMBLE CO COM 742718109   421,973 2,893 SH   SOLE   2,893 0 0
PROSHARES TR PSHS ULTRA TECH 74347R693   235,080 6,000 SH   SOLE   6,000 0 0
QUALCOMM INC COM 747525103   16,772,018 151,018 SH   SOLE   151,018 0 0
ROCKWELL AUTOMATION INC COM 773903109   2,278,670 7,971 SH   SOLE   7,971 0 0
RTX CORPORATION COM 75513E101   2,444,245 33,962 SH   SOLE   33,962 0 0
SCHWAB CHARLES CORP COM 808513105   7,305,600 133,071 SH   SOLE   133,071 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   931,267 9,186 SH   SOLE   9,186 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   1,629,745 12,659 SH   SOLE   12,659 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   1,127,902 34,004 SH   SOLE   34,004 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   1,525,472 9,306 SH   SOLE   9,306 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   313,017 4,549 SH   SOLE   4,549 0 0
SOFI TECHNOLOGIES INC COM 83406F102   204,944 25,650 SH   SOLE   25,650 0 0
SPDR GOLD TR GOLD SHS 78463V107   674,999 3,937 SH   SOLE   3,937 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   906,685 2,121 SH   SOLE   2,121 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   647,059 1,417 SH   SOLE   1,417 0 0
SPDR SER TR S&P BIOTECH 78464A870   14,022,060 192,030 SH   SOLE   192,030 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   20,258,338 220,631 SH   SOLE   220,631 0 0
SPDR SER TR COMP SOFTWARE 78464A599   6,869,854 54,144 SH   SOLE   54,144 0 0
SPDR SER TR S&P SEMICNDCTR 78464A862   8,072,672 41,185 SH   SOLE   41,185 0 0
SPDR SER TR S&P RETAIL ETF 78464A714   232,607 3,822 SH   SOLE   3,822 0 0
SPDR SER TR BLOOMBERG INVT 78468R200   355,860 11,584 SH   SOLE   11,584 0 0
SPDR SER TR PORTFOLIO S&P600 78468R853   419,073 11,357 SH   SOLE   11,357 0 0
SPDR SER TR BLOOMBERG 3-12 M 78468R523   285,464 2,871 SH   SOLE   2,871 0 0
STRYKER CORPORATION COM 863667101   15,582,498 57,022 SH   SOLE   57,022 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   15,731,855 31,080 SH   SOLE   31,080 0 0
UNITED PARCEL SERVICE INC CL B 911312106   473,845 3,040 SH   SOLE   3,040 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   1,889,968 13,036 SH   SOLE   13,036 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751   834,366 4,413 SH   SOLE   4,413 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629   270,504 1,299 SH   SOLE   1,299 0 0
VANGUARD INDEX FDS SML CP GRW ETF 922908595   202,400 945 SH   SOLE   945 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   920,096 2,343 SH   SOLE   2,343 0 0
VANGUARD WORLD FDS FINANCIALS ETF 92204A405   255,418 3,180 SH   SOLE   3,180 0 0
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504   332,902 1,416 SH   SOLE   1,416 0 0
VANGUARD WORLD FDS INF TECH ETF 92204A702   817,768 1,971 SH   SOLE   1,971 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   2,093,395 6,020 SH   SOLE   6,020 0 0
VISA INC COM CL A 92826C839   432,649 1,881 SH   SOLE   1,881 0 0
WALMART INC COM 931142103   5,421,627 33,900 SH   SOLE   33,900 0 0
WISDOMTREE TR FLOATNG RAT TREA 97717Y527   14,774,254 293,606 SH   SOLE   293,606 0 0