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
AON PLC SHS CL A G0403H108   550,496 1,746 SH   SOLE   0 0 1,746
ICON PLC SHS G4705A100   354,987 1,662 SH   SOLE   0 0 1,662
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   384,410 8,499 SH   SOLE   0 0 8,499
GARMIN LTD SHS H2906T109   14,519,345 143,870 SH   SOLE   0 0 143,870
GLOBANT S A COM L44385109   340,813 2,078 SH   SOLE   0 0 2,078
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   325,766 53,492 SH   SOLE   0 0 53,492
KORNIT DIGITAL LTD SHS M6372Q113   580,645 29,992 SH   SOLE   0 0 29,992
MONDAY COM LTD SHS M7S64H106   394,133 2,761 SH   SOLE   0 0 2,761
SIMILARWEB LTD SHS M84137104   116,272 17,200 SH   SOLE   0 0 17,200
AMN HEALTHCARE SVCS INC COM 001744101   680,604 8,204 SH   SOLE   0 0 8,204
ARK ETF TR INNOVATION ETF 00214Q104   2,266,140 56,176 SH   SOLE   0 0 56,176
ARK ETF TR FINTECH INNOVA 00214Q708   4,490,116 238,709 SH   SOLE   0 0 238,709
ABBOTT LABS COM 002824100   733,122 7,240 SH   SOLE   0 0 7,240
ACTIVISION BLIZZARD INC COM 00507V109   9,446,847 110,373 SH   SOLE   0 0 110,373
ADOBE SYSTEMS INCORPORATED COM 00724F101   9,411,121 24,421 SH   SOLE   0 0 24,421
ADVANCED MICRO DEVICES INC COM 007903107   1,456,821 14,864 SH   SOLE   0 0 14,864
AGILON HEALTH INC COM 00857U107   361,071 15,203 SH   SOLE   0 0 15,203
AIRBNB INC COM CL A 009066101   588,785 4,733 SH   SOLE   0 0 4,733
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   6,538,600 63,991 SH   SOLE   0 0 63,991
ALIGN TECHNOLOGY INC COM 016255101   278,673 834 SH   SOLE   0 0 834
ALLY FINL INC COM 02005N100   4,259,048 167,087 SH   SOLE   0 0 167,087
ALPHABET INC CAP STK CL C 02079K107   21,120,320 203,080 SH   SOLE   0 0 203,080
ALPHABET INC CAP STK CL A 02079K305   109,634,312 1,056,920 SH   SOLE   0 0 1,056,920
AMAZON COM INC COM 023135106   88,624,886 858,020 SH   SOLE   0 0 858,020
AMERICAN EXPRESS CO COM 025816109   356,457 2,161 SH   SOLE   0 0 2,161
APPLE INC COM 037833100   55,902,816 339,010 SH   SOLE   0 0 339,010
ASSETMARK FINL HLDGS INC COM 04546L106   381,834 12,141 SH   SOLE   0 0 12,141
ASSURANT INC COM 04621X108   507,056 4,223 SH   SOLE   0 0 4,223
AUTODESK INC COM 052769106   4,128,021 19,831 SH   SOLE   0 0 19,831
BJS WHSL CLUB HLDGS INC COM 05550J101   943,572 12,404 SH   SOLE   0 0 12,404
BP PLC SPONSORED ADR 055622104   10,742,635 283,148 SH   SOLE   0 0 283,148
BANK AMERICA CORP COM 060505104   8,439,311 295,081 SH   SOLE   0 0 295,081
BLACKSTONE INC COM 09260D107   8,279,359 94,255 SH   SOLE   0 0 94,255
BOEING CO COM 097023105   17,195,571 80,947 SH   SOLE   0 0 80,947
BOSTON SCIENTIFIC CORP COM 101137107   1,923,954 38,456 SH   SOLE   0 0 38,456
BOX INC CL A 10316T104   380,150 14,190 SH   SOLE   0 0 14,190
BRISTOL-MYERS SQUIBB CO COM 110122108   512,894 7,400 SH   SOLE   0 0 7,400
BROADCOM INC COM 11135F101   18,296,079 28,519 SH   SOLE   0 0 28,519
CVS HEALTH CORP COM 126650100   1,198,546 16,129 SH   SOLE   0 0 16,129
CARMAX INC COM 143130102   241,564 3,758 SH   SOLE   0 0 3,758
CATALENT INC COM 148806102   346,686 5,276 SH   SOLE   0 0 5,276
CERTARA INC COM 15687V109   312,321 12,954 SH   SOLE   0 0 12,954
CHEVRON CORP NEW COM 166764100   4,749,098 29,107 SH   SOLE   0 0 29,107
CHIPOTLE MEXICAN GRILL INC COM 169656105   411,698 241 SH   SOLE   0 0 241
COCA COLA CO COM 191216100   514,849 8,300 SH   SOLE   0 0 8,300
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302   382,065 5,996 SH   SOLE   0 0 5,996
QUIDELORTHO CORP COM 219798105   761,809 8,551 SH   SOLE   0 0 8,551
COSTAR GROUP INC COM 22160N109   2,415,671 35,086 SH   SOLE   0 0 35,086
DANAHER CORPORATION COM 235851102   296,147 1,175 SH   SOLE   0 0 1,175
DAVE & BUSTERS ENTMT INC COM 238337109   307,233 8,351 SH   SOLE   0 0 8,351
DESCARTES SYS GROUP INC COM 249906108   467,313 5,790 SH   SOLE   0 0 5,790
DEVON ENERGY CORP NEW COM 25179M103   579,231 11,445 SH   SOLE   0 0 11,445
DEXCOM INC COM 252131107   1,038,417 8,938 SH   SOLE   0 0 8,938
DIAMONDBACK ENERGY INC COM 25278X109   22,579,679 167,047 SH   SOLE   0 0 167,047
DIGITALOCEAN HLDGS INC COM 25402D102   426,091 10,878 SH   SOLE   0 0 10,878
DISNEY WALT CO COM 254687106   4,784,312 47,781 SH   SOLE   0 0 47,781
DRAFTKINGS INC NEW COM CL A 26142V105   1,390,048 71,800 SH   SOLE   0 0 71,800
DOXIMITY INC CL A 26622P107   277,561 8,572 SH   SOLE   0 0 8,572
ECOLAB INC COM 278865100   279,415 1,688 SH   SOLE   0 0 1,688
EDWARDS LIFESCIENCES CORP COM 28176E108   312,388 3,776 SH   SOLE   0 0 3,776
ELECTRONIC ARTS INC COM 285512109   4,468,695 37,100 SH   SOLE   0 0 37,100
EQUINIX INC COM 29444U700   386,477 536 SH   SOLE   0 0 536
EVENTBRITE INC COM CL A 29975E109   218,438 25,459 SH   SOLE   0 0 25,459
EXXON MOBIL CORP COM 30231G102   4,868,904 44,400 SH   SOLE   0 0 44,400
FLYWIRE CORPORATION COM VTG 302492103   774,106 26,366 SH   SOLE   0 0 26,366
FTI CONSULTING INC COM 302941109   488,836 2,477 SH   SOLE   0 0 2,477
META PLATFORMS INC CL A 30303M102   53,957,381 254,588 SH   SOLE   0 0 254,588
FIDELITY COVINGTON TRUST MSCI ENERGY IDX 316092402   15,970,427 711,695 SH   SOLE   0 0 711,695
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203   4,830,679 31,160 SH   SOLE   0 0 31,160
FISERV INC COM 337738108   1,136,630 10,056 SH   SOLE   0 0 10,056
FIVE BELOW INC COM 33829M101   463,433 2,250 SH   SOLE   0 0 2,250
GLOBAL PMTS INC COM 37940X102   257,522 2,447 SH   SOLE   0 0 2,447
GLOBAL X FDS LITHIUM BTRY ETF 37954Y855   3,050,336 47,999 SH   SOLE   0 0 47,999
GOLDMAN SACHS GROUP INC COM 38141G104   12,516,864 38,265 SH   SOLE   0 0 38,265
GUIDEWIRE SOFTWARE INC COM 40171V100   394,661 4,810 SH   SOLE   0 0 4,810
HCA HEALTHCARE INC COM 40412C101   3,137,265 11,898 SH   SOLE   0 0 11,898
HARTFORD FINL SVCS GROUP INC COM 416515104   1,232,816 17,690 SH   SOLE   0 0 17,690
HIRERIGHT HOLDINGS CORPORATI COM 433537107   264,698 24,948 SH   SOLE   0 0 24,948
HOME DEPOT INC COM 437076102   5,839,835 19,788 SH   SOLE   0 0 19,788
HURON CONSULTING GROUP INC COM 447462102   583,647 7,262 SH   SOLE   0 0 7,262
IRHYTHM TECHNOLOGIES INC COM 450056106   383,253 3,090 SH   SOLE   0 0 3,090
IDEXX LABS INC COM 45168D104   388,562 777 SH   SOLE   0 0 777
INCYTE CORP COM 45337C102   360,627 4,990 SH   SOLE   0 0 4,990
INSULET CORP COM 45784P101   363,933 1,141 SH   SOLE   0 0 1,141
INTEL CORP COM 458140100   1,189,188 36,400 SH   SOLE   0 0 36,400
INVESCO QQQ TR UNIT SER 1 46090E103   45,195,600 140,827 SH   SOLE   0 0 140,827
INTUIT COM 461202103   470,351 1,055 SH   SOLE   0 0 1,055
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282   2,047,220 7,418 SH   SOLE   0 0 7,418
INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332   247,054 847 SH   SOLE   0 0 847
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354   1,212,395 19,429 SH   SOLE   0 0 19,429
INVESCO EXCH TRADED FD TR II CHINA TECHNLGY 46138E800   6,056,607 129,998 SH   SOLE   0 0 129,998
IRIDIUM COMMUNICATIONS INC COM 46269C102   889,872 14,369 SH   SOLE   0 0 14,369
ISHARES TR CORE S&P500 ETF 464287200   862,446 2,098 SH   SOLE   0 0 2,098
ISHARES TR EXPANDED TECH 464287515   545,108 1,789 SH   SOLE   0 0 1,789
ISHARES TR ISHARES SEMICDTR 464287523   12,211,083 27,461 SH   SOLE   0 0 27,461
ISHARES TR PFD AND INCM SEC 464288687   1,855,459 59,432 SH   SOLE   0 0 59,432
ISHARES TR US AER DEF ETF 464288760   3,497,626 30,393 SH   SOLE   0 0 30,393
ISHARES TR U.S. MED DVC ETF 464288810   6,139,199 113,731 SH   SOLE   0 0 113,731
JPMORGAN CHASE & CO COM 46625H100   12,754,081 97,875 SH   SOLE   0 0 97,875
JACOBS SOLUTIONS INC COM 46982L108   305,879 2,603 SH   SOLE   0 0 2,603
JOHNSON & JOHNSON COM 478160104   542,500 3,500 SH   SOLE   0 0 3,500
KADANT INC COM 48282T104   710,219 3,406 SH   SOLE   0 0 3,406
KRANESHARES TR CSI CHI INTERNET 500767306   2,881,301 92,379 SH   SOLE   0 0 92,379
LIVE NATION ENTERTAINMENT IN COM 538034109   674,450 9,635 SH   SOLE   0 0 9,635
LULULEMON ATHLETICA INC COM 550021109   706,164 1,939 SH   SOLE   0 0 1,939
MARATHON PETE CORP COM 56585A102   8,859,140 65,706 SH   SOLE   0 0 65,706
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107   346,481 24,731 SH   SOLE   0 0 24,731
MARRIOTT INTL INC NEW CL A 571903202   1,802,032 10,853 SH   SOLE   0 0 10,853
MASTERCARD INCORPORATED CL A 57636Q104   5,406,087 14,876 SH   SOLE   0 0 14,876
MAXLINEAR INC COM 57776J100   226,013 6,419 SH   SOLE   0 0 6,419
MAYVILLE ENGR CO INC COM 578605107   400,841 26,866 SH   SOLE   0 0 26,866
MCDONALDS CORP COM 580135101   560,059 2,003 SH   SOLE   0 0 2,003
MERCURY SYS INC COM 589378108   567,023 11,092 SH   SOLE   0 0 11,092
MICROSOFT CORP COM 594918104   37,862,789 131,331 SH   SOLE   0 0 131,331
MONGODB INC CL A 60937P106   693,998 2,977 SH   SOLE   0 0 2,977
MONTROSE ENVIRONMENTAL GROUP COM 615111101   390,943 10,960 SH   SOLE   0 0 10,960
MOTOROLA SOLUTIONS INC COM NEW 620076307   749,661 2,620 SH   SOLE   0 0 2,620
NEOGENOMICS INC COM NEW 64049M209   375,569 21,572 SH   SOLE   0 0 21,572
NEOGEN CORP COM 640491106   385,957 20,840 SH   SOLE   0 0 20,840
NETEASE INC SPONSORED ADS 64110W102   1,766,058 19,969 SH   SOLE   0 0 19,969
NEXTDOOR HOLDINGS INC COM CL A 65345M108   413,866 192,496 SH   SOLE   0 0 192,496
NIKE INC CL B 654106103   6,532,788 53,268 SH   SOLE   0 0 53,268
NOVANTA INC COM 67000B104   482,043 3,030 SH   SOLE   0 0 3,030
NVIDIA CORPORATION COM 67066G104   94,506,734 340,234 SH   SOLE   0 0 340,234
OCCIDENTAL PETE CORP COM 674599105   5,709,099 91,448 SH   SOLE   0 0 91,448
OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162   982,319 23,959 SH   SOLE   0 0 23,959
OKTA INC CL A 679295105   708,548 8,216 SH   SOLE   0 0 8,216
PALANTIR TECHNOLOGIES INC CL A 69608A108   916,022 108,405 SH   SOLE   0 0 108,405
PALO ALTO NETWORKS INC COM 697435105   715,269 3,581 SH   SOLE   0 0 3,581
PALOMAR HLDGS INC COM 69753M105   566,683 10,266 SH   SOLE   0 0 10,266
PAR TECHNOLOGY CORP COM 698884103   203,522 5,993 SH   SOLE   0 0 5,993
PAYPAL HLDGS INC COM 70450Y103   4,153,690 54,697 SH   SOLE   0 0 54,697
PINTEREST INC CL A 72352L106   9,557,317 350,470 SH   SOLE   0 0 350,470
PLANET FITNESS INC CL A 72703H101   758,370 9,764 SH   SOLE   0 0 9,764
POOL CORP COM 73278L105   664,334 1,940 SH   SOLE   0 0 1,940
PORTILLOS INC COM CL A 73642K106   222,782 10,425 SH   SOLE   0 0 10,425
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   374,717 18,906 SH   SOLE   0 0 18,906
PROGRESSIVE CORP COM 743315103   1,630,169 11,395 SH   SOLE   0 0 11,395
QUALCOMM INC COM 747525103   21,028,501 164,826 SH   SOLE   0 0 164,826
RAYTHEON TECHNOLOGIES CORP COM 75513E101   5,118,409 52,266 SH   SOLE   0 0 52,266
REPLIGEN CORP COM 759916109   412,145 2,448 SH   SOLE   0 0 2,448
REVANCE THERAPEUTICS INC COM 761330109   393,059 12,203 SH   SOLE   0 0 12,203
SHELL PLC SPON ADS 780259305   3,313,729 57,590 SH   SOLE   0 0 57,590
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   482,840 11,999 SH   SOLE   0 0 11,999
SPDR SER TR BBG CONV SEC ETF 78464A359   4,785,713 71,354 SH   SOLE   0 0 71,354
SPDR SER TR S&P REGL BKG 78464A698   1,901,901 43,363 SH   SOLE   0 0 43,363
SPDR SER TR S&P SEMICNDCTR 78464A862   5,110,356 24,496 SH   SOLE   0 0 24,496
SPDR SER TR S&P BIOTECH 78464A870   2,845,681 37,340 SH   SOLE   0 0 37,340
SALESFORCE INC COM 79466L302   14,488,445 72,522 SH   SOLE   0 0 72,522
SCOTTS MIRACLE-GRO CO CL A 810186106   340,401 4,881 SH   SOLE   0 0 4,881
SEAGEN INC COM 81181C104   916,379 4,526 SH   SOLE   0 0 4,526
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   7,348,461 228,568 SH   SOLE   0 0 228,568
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   18,429,293 122,040 SH   SOLE   0 0 122,040
SERVICENOW INC COM 81762P102   786,771 1,693 SH   SOLE   0 0 1,693
SHOPIFY INC CL A 82509L107   4,673,191 97,480 SH   SOLE   0 0 97,480
SIMON PPTY GROUP INC NEW COM 828806109   2,407,355 21,500 SH   SOLE   0 0 21,500
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   234,869 1,716 SH   SOLE   0 0 1,716
SMARTSHEET INC COM CL A 83200N103   320,547 6,706 SH   SOLE   0 0 6,706
SNOWFLAKE INC CL A 833445109   1,003,039 6,501 SH   SOLE   0 0 6,501
SOLO BRANDS INC COM CL A 83425V104   155,145 21,608 SH   SOLE   0 0 21,608
BLOCK INC CL A 852234103   3,454,811 50,325 SH   SOLE   0 0 50,325
STARBUCKS CORP COM 855244109   1,964,517 18,866 SH   SOLE   0 0 18,866
STATE STR CORP COM 857477103   3,748,017 49,518 SH   SOLE   0 0 49,518
SUNOPTA INC COM 8676EP108   308,339 40,044 SH   SOLE   0 0 40,044
TACTILE SYS TECHNOLOGY INC COM 87357P100   381,864 23,256 SH   SOLE   0 0 23,256
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,270,374 13,657 SH   SOLE   0 0 13,657
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   4,826,162 40,454 SH   SOLE   0 0 40,454
TESLA INC COM 88160R101   3,238,866 15,612 SH   SOLE   0 0 15,612
TEXAS INSTRS INC COM 882508104   502,227 2,700 SH   SOLE   0 0 2,700
THERMO FISHER SCIENTIFIC INC COM 883556102   1,152,740 2,000 SH   SOLE   0 0 2,000
THOUGHTWORKS HOLDING INC COM 88546E105   110,400 15,000 SH   SOLE   0 0 15,000
TOAST INC CL A 888787108   532,269 29,987 SH   SOLE   0 0 29,987
TREX CO INC COM 89531P105   635,387 13,055 SH   SOLE   0 0 13,055
TRIPADVISOR INC COM 896945201   433,643 21,835 SH   SOLE   0 0 21,835
TYLER TECHNOLOGIES INC COM 902252105   214,557 605 SH   SOLE   0 0 605
UNDER ARMOUR INC CL A 904311107   136,058 14,337 SH   SOLE   0 0 14,337
UNITEDHEALTH GROUP INC COM 91324P102   1,438,091 3,043 SH   SOLE   0 0 3,043
VALMONT INDS INC COM 920253101   501,908 1,572 SH   SOLE   0 0 1,572
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   6,183,386 23,494 SH   SOLE   0 0 23,494
VANGUARD WORLD FDS INF TECH ETF 92204A702   34,952,448 90,675 SH   SOLE   0 0 90,675
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   35,949,778 390,377 SH   SOLE   0 0 390,377
VEEVA SYS INC CL A COM 922475108   4,224,597 22,986 SH   SOLE   0 0 22,986
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   81,399,321 216,447 SH   SOLE   0 0 216,447
VANGUARD INDEX FDS TOTAL STK MKT 922908769   63,457,089 310,912 SH   SOLE   0 0 310,912
VERACYTE INC COM 92337F107   218,451 9,796 SH   SOLE   0 0 9,796
VERRA MOBILITY CORP CL A COM STK 92511U102   424,472 25,087 SH   SOLE   0 0 25,087
VISA INC COM CL A 92826C839   9,844,035 43,662 SH   SOLE   0 0 43,662
WATSCO INC COM 942622200   460,378 1,447 SH   SOLE   0 0 1,447
WELLS FARGO CO NEW COM 949746101   1,401,189 37,485 SH   SOLE   0 0 37,485
WEX INC COM 96208T104   426,257 2,318 SH   SOLE   0 0 2,318
WISDOMTREE TR CLOUD COMPUTNG 97717Y691   8,179,707 275,411 SH   SOLE   0 0 275,411
WOLFSPEED INC COM 977852102   742,638 11,434 SH   SOLE   0 0 11,434
WORKDAY INC CL A 98138H101   2,499,134 12,100 SH   SOLE   0 0 12,100
XOMETRY INC CLASS A COM 98423F109   412,064 27,526 SH   SOLE   0 0 27,526
ZOETIS INC CL A 98978V103   386,474 2,322 SH   SOLE   0 0 2,322