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   604,099 1,746 SH   SOLE   0 0 1,746
ICON PLC SHS G4705A100   980,589 3,413 SH   SOLE   0 0 3,413
SHARKNINJA INC COM SHS G8068L108   1,073,946 9,879 SH   SOLE   0 0 9,879
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   394,585 8,399 SH   SOLE   0 0 8,399
GARMIN LTD SHS H2906T109   25,325,410 143,870 SH   SOLE   0 0 143,870
KORNIT DIGITAL LTD SHS M6372Q113   478,387 18,517 SH   SOLE   0 0 18,517
MONDAY COM LTD SHS M7S64H106   879,420 3,166 SH   SOLE   0 0 3,166
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109   397,736 23,960 SH   SOLE   0 0 23,960
AAON INC COM PAR $0.004 000360206   860,995 7,984 SH   SOLE   0 0 7,984
AMN HEALTHCARE SVCS INC COM 001744101   347,768 8,204 SH   SOLE   0 0 8,204
ARK ETF TR INNOVATION ETF 00214Q104   2,670,045 56,176 SH   SOLE   0 0 56,176
ARK ETF TR FINTECH INNOVA 00214Q708   7,118,302 238,709 SH   SOLE   0 0 238,709
ABBOTT LABS COM 002824100   420,925 3,692 SH   SOLE   0 0 3,692
ADOBE INC COM 00724F101   13,835,599 26,721 SH   SOLE   0 0 26,721
ADVANCED MICRO DEVICES INC COM 007903107   2,438,885 14,864 SH   SOLE   0 0 14,864
AGILON HEALTH INC COM 00857U107   138,859 35,333 SH   SOLE   0 0 35,333
AIRBNB INC COM CL A 009066101   305,105 2,406 SH   SOLE   0 0 2,406
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   13,658,068 128,704 SH   SOLE   0 0 128,704
ALIGN TECHNOLOGY INC COM 016255101   579,341 2,278 SH   SOLE   0 0 2,278
ALLSTATE CORP COM 020002101   1,099,591 5,798 SH   SOLE   0 0 5,798
ALLY FINL INC COM 02005N100   5,946,626 167,087 SH   SOLE   0 0 167,087
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   378,441 1,376 SH   SOLE   0 0 1,376
ALPHABET INC CAP STK CL C 02079K107   33,431,312 199,960 SH   SOLE   0 0 199,960
ALPHABET INC CAP STK CL A 02079K305   175,290,182 1,056,920 SH   SOLE   0 0 1,056,920
AMAZON COM INC COM 023135106   160,867,447 863,347 SH   SOLE   0 0 863,347
AMERICAN EXPRESS CO COM 025816109   586,063 2,161 SH   SOLE   0 0 2,161
APPLE INC COM 037833100   475,528,630 2,040,895 SH   SOLE   0 0 2,040,895
AUTODESK INC COM 052769106   5,463,044 19,831 SH   SOLE   0 0 19,831
AXSOME THERAPEUTICS INC COM 05464T104   454,203 5,054 SH   SOLE   0 0 5,054
AZEK CO INC CL A 05478C105   274,950 5,875 SH   SOLE   0 0 5,875
BJS WHSL CLUB HLDGS INC COM 05550J101   844,513 10,239 SH   SOLE   0 0 10,239
BP PLC SPONSORED ADR 055622104   8,888,016 283,148 SH   SOLE   0 0 283,148
BANK AMERICA CORP COM 060505104   11,708,806 295,081 SH   SOLE   0 0 295,081
BLACKSTONE INC COM 09260D107   14,433,268 94,255 SH   SOLE   0 0 94,255
BOEING CO COM 097023105   12,307,182 80,947 SH   SOLE   0 0 80,947
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   842,283 5,175 SH   SOLE   0 0 5,175
BOSTON SCIENTIFIC CORP COM 101137107   3,222,613 38,456 SH   SOLE   0 0 38,456
BRISTOL-MYERS SQUIBB CO COM 110122108   382,876 7,400 SH   SOLE   0 0 7,400
BROADCOM INC COM 11135F101   49,195,275 285,190 SH   SOLE   0 0 285,190
CBIZ INC COM 124805102   965,342 14,346 SH   SOLE   0 0 14,346
CVS HEALTH CORP COM 126650100   831,336 13,221 SH   SOLE   0 0 13,221
CACI INTL INC CL A 127190304   423,830 840 SH   SOLE   0 0 840
CARVANA CO CL A 146869102   480,892 2,762 SH   SOLE   0 0 2,762
CATALENT INC COM 148806102   319,567 5,276 SH   SOLE   0 0 5,276
CHEVRON CORP NEW COM 166764100   4,286,588 29,107 SH   SOLE   0 0 29,107
CHEWY INC CL A 16679L109   508,182 17,350 SH   SOLE   0 0 17,350
CHIPOTLE MEXICAN GRILL INC COM 169656105   694,321 12,050 SH   SOLE   0 0 12,050
COCA COLA CO COM 191216100   596,438 8,300 SH   SOLE   0 0 8,300
QUIDELORTHO CORP COM 219798105   389,926 8,551 SH   SOLE   0 0 8,551
COSTCO WHSL CORP NEW COM 22160K105   456,558 515 SH   SOLE   0 0 515
COSTAR GROUP INC COM 22160N109   2,862,948 37,950 SH   SOLE   0 0 37,950
CROSS CTRY HEALTHCARE INC COM 227483104   174,061 12,951 SH   SOLE   0 0 12,951
CROWDSTRIKE HLDGS INC CL A 22788C105   1,650,005 5,883 SH   SOLE   0 0 5,883
CURTISS WRIGHT CORP COM 231561101   616,651 1,876 SH   SOLE   0 0 1,876
DANAHER CORPORATION COM 235851102   326,674 1,175 SH   SOLE   0 0 1,175
DENTSPLY SIRONA INC COM 24906P109   345,854 12,781 SH   SOLE   0 0 12,781
DIAMONDBACK ENERGY INC COM 25278X109   28,798,821 167,047 SH   SOLE   0 0 167,047
DISNEY WALT CO COM 254687106   3,847,600 40,000 SH   SOLE   0 0 40,000
DOUBLEVERIFY HLDGS INC COM 25862V105   191,892 11,395 SH   SOLE   0 0 11,395
DRAFTKINGS INC NEW COM CL A 26142V105   2,814,560 71,800 SH   SOLE   0 0 71,800
DYNATRACE INC COM NEW 268150109   733,555 13,719 SH   SOLE   0 0 13,719
ELECTRONIC ARTS INC COM 285512109   5,321,624 37,100 SH   SOLE   0 0 37,100
EQUINIX INC COM 29444U700   475,770 536 SH   SOLE   0 0 536
EXACT SCIENCES CORP COM 30063P105   446,458 6,554 SH   SOLE   0 0 6,554
EXXON MOBIL CORP COM 30231G102   5,204,568 44,400 SH   SOLE   0 0 44,400
FLYWIRE CORPORATION COM VTG 302492103   235,868 14,391 SH   SOLE   0 0 14,391
META PLATFORMS INC CL A 30303M102   145,736,355 254,588 SH   SOLE   0 0 254,588
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   463,264 2,333 SH   SOLE   0 0 2,333
FIDELITY COVINGTON TRUST MSCI ENERGY IDX 316092402   17,137,607 711,695 SH   SOLE   0 0 711,695
FIDELITY NATL INFORMATION SV COM 31620M106   361,298 4,314 SH   SOLE   0 0 4,314
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203   5,357,339 31,160 SH   SOLE   0 0 31,160
FISERV INC COM 337738108   1,752,665 9,756 SH   SOLE   0 0 9,756
FIVE BELOW INC COM 33829M101   750,180 8,491 SH   SOLE   0 0 8,491
GE VERNOVA INC COM 36828A101   440,095 1,726 SH   SOLE   0 0 1,726
GLAUKOS CORP COM 377322102   615,964 4,728 SH   SOLE   0 0 4,728
GLOBAL PMTS INC COM 37940X102   330,509 3,227 SH   SOLE   0 0 3,227
GOGO INC COM 38046C109   204,817 28,526 SH   SOLE   0 0 28,526
GOLDMAN SACHS GROUP INC COM 38141G104   18,432,945 37,230 SH   SOLE   0 0 37,230
GUIDEWIRE SOFTWARE INC COM 40171V100   1,375,526 7,519 SH   SOLE   0 0 7,519
HCA HEALTHCARE INC COM 40412C101   4,835,704 11,898 SH   SOLE   0 0 11,898
HAIN CELESTIAL GROUP INC COM 405217100   280,052 32,451 SH   SOLE   0 0 32,451
HARTFORD FINL SVCS GROUP INC COM 416515104   2,080,521 17,690 SH   SOLE   0 0 17,690
HOLOGIC INC COM 436440101   405,182 4,974 SH   SOLE   0 0 4,974
HOME DEPOT INC COM 437076102   7,511,598 18,538 SH   SOLE   0 0 18,538
IDEXX LABS INC COM 45168D104   392,556 777 SH   SOLE   0 0 777
INCYTE CORP COM 45337C102   329,839 4,990 SH   SOLE   0 0 4,990
INSULET CORP COM 45784P101   945,431 4,062 SH   SOLE   0 0 4,062
INTEL CORP COM 458140100   853,944 36,400 SH   SOLE   0 0 36,400
INVESCO QQQ TR UNIT SER 1 46090E103   68,274,634 139,887 SH   SOLE   0 0 139,887
INTUITIVE SURGICAL INC COM NEW 46120E602   584,611 1,190 SH   SOLE   0 0 1,190
INTUIT COM 461202103   655,155 1,055 SH   SOLE   0 0 1,055
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282   2,796,586 74,180 SH   SOLE   0 0 74,180
INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332   272,988 8,470 SH   SOLE   0 0 8,470
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354   717,329 10,000 SH   SOLE   0 0 10,000
ISHARES TR CORE S&P500 ETF 464287200   1,210,168 2,098 SH   SOLE   0 0 2,098
ISHARES TR EXPANDED TECH 464287515   799,415 8,945 SH   SOLE   0 0 8,945
ISHARES TR ISHARES SEMICDTR 464287523   18,996,696 82,383 SH   SOLE   0 0 82,383
ISHARES TR SHORT TREAS BD 464288679   1,554,683 14,053 SH   SOLE   0 0 14,053
ISHARES TR US AER DEF ETF 464288760   4,548,009 30,393 SH   SOLE   0 0 30,393
ISHARES TR U.S. MED DVC ETF 464288810   6,197,965 104,660 SH   SOLE   0 0 104,660
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   5,078,902 140,573 SH   SOLE   0 0 140,573
JPMORGAN CHASE & CO. COM 46625H100   20,637,906 97,875 SH   SOLE   0 0 97,875
JOHNSON & JOHNSON COM 478160104   249,248 1,538 SH   SOLE   0 0 1,538
KADANT INC COM 48282T104   582,712 1,724 SH   SOLE   0 0 1,724
KORN FERRY COM NEW 500643200   828,242 11,008 SH   SOLE   0 0 11,008
LPL FINL HLDGS INC COM 50212V100   781,869 3,361 SH   SOLE   0 0 3,361
LEGALZOOM COM INC COM 52466B103   163,608 25,765 SH   SOLE   0 0 25,765
LEIDOS HOLDINGS INC COM 525327102   459,334 2,818 SH   SOLE   0 0 2,818
LIVE NATION ENTERTAINMENT IN COM 538034109   588,399 5,374 SH   SOLE   0 0 5,374
LULULEMON ATHLETICA INC COM 550021109   586,387 2,161 SH   SOLE   0 0 2,161
MARATHON PETE CORP COM 56585A102   10,704,164 65,706 SH   SOLE   0 0 65,706
MARRIOTT INTL INC NEW CL A 571903202   2,698,056 10,853 SH   SOLE   0 0 10,853
MASTERCARD INCORPORATED CL A 57636Q104   6,852,956 13,878 SH   SOLE   0 0 13,878
MAYVILLE ENGR CO INC COM 578605107   566,335 26,866 SH   SOLE   0 0 26,866
MCDONALDS CORP COM 580135101   609,934 2,003 SH   SOLE   0 0 2,003
MERCURY SYS INC COM 589378108   369,667 9,991 SH   SOLE   0 0 9,991
MICROSOFT CORP COM 594918104   55,850,451 129,794 SH   SOLE   0 0 129,794
MONGODB INC CL A 60937P106   804,832 2,977 SH   SOLE   0 0 2,977
MONTROSE ENVIRONMENTAL GROUP COM 615111101   321,439 12,222 SH   SOLE   0 0 12,222
MOTOROLA SOLUTIONS INC COM NEW 620076307   562,487 1,251 SH   SOLE   0 0 1,251
NEOGEN CORP COM 640491106   350,320 20,840 SH   SOLE   0 0 20,840
NIKE INC CL B 654106103   4,708,891 53,268 SH   SOLE   0 0 53,268
NOVANTA INC COM 67000B104   841,819 4,705 SH   SOLE   0 0 4,705
NVIDIA CORPORATION COM 67066G104   396,865,883 3,268,000 SH   SOLE   0 0 3,268,000
OCCIDENTAL PETE CORP COM 674599105   4,713,230 91,448 SH   SOLE   0 0 91,448
OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162   712,061 23,959 SH   SOLE   0 0 23,959
OKTA INC CL A 679295105   327,096 4,400 SH   SOLE   0 0 4,400
ORACLE CORP COM 68389X105   877,390 5,149 SH   SOLE   0 0 5,149
PALANTIR TECHNOLOGIES INC CL A 69608A108   4,032,666 108,405 SH   SOLE   0 0 108,405
PALO ALTO NETWORKS INC COM 697435105   1,223,986 3,581 SH   SOLE   0 0 3,581
PALOMAR HLDGS INC COM 69753M105   506,579 5,351 SH   SOLE   0 0 5,351
PAR TECHNOLOGY CORP COM 698884103   405,807 7,792 SH   SOLE   0 0 7,792
PAYLOCITY HLDG CORP COM 70438V106   346,437 2,100 SH   SOLE   0 0 2,100
PAYPAL HLDGS INC COM 70450Y103   3,280,693 42,044 SH   SOLE   0 0 42,044
PINTEREST INC CL A 72352L106   11,344,714 350,470 SH   SOLE   0 0 350,470
PLANET FITNESS INC CL A 72703H101   382,140 4,705 SH   SOLE   0 0 4,705
POOL CORP COM 73278L105   384,336 1,020 SH   SOLE   0 0 1,020
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   390,781 17,132 SH   SOLE   0 0 17,132
PROCORE TECHNOLOGIES INC COM 74275K108   320,389 5,191 SH   SOLE   0 0 5,191
PROGRESSIVE CORP COM 743315103   1,260,172 4,966 SH   SOLE   0 0 4,966
PURE STORAGE INC CL A 74624M102   268,583 5,346 SH   SOLE   0 0 5,346
QUALCOMM INC COM 747525103   28,028,661 164,826 SH   SOLE   0 0 164,826
RTX CORPORATION COM 75513E101   6,332,549 52,266 SH   SOLE   0 0 52,266
RESMED INC COM 761152107   456,749 1,871 SH   SOLE   0 0 1,871
REVANCE THERAPEUTICS INC COM 761330109   63,334 12,203 SH   SOLE   0 0 12,203
ROCKET PHARMACEUTICALS INC COM 77313F106   360,738 19,531 SH   SOLE   0 0 19,531
ROLLINS INC COM 775711104   408,029 8,067 SH   SOLE   0 0 8,067
SHELL PLC SPON ADS 780259305   3,798,061 57,590 SH   SOLE   0 0 57,590
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   796,614 11,999 SH   SOLE   0 0 11,999
SPDR SER TR S&P REGL BKG 78464A698   2,454,346 43,363 SH   SOLE   0 0 43,363
SPDR SER TR S&P SEMICNDCTR 78464A862   5,885,164 24,496 SH   SOLE   0 0 24,496
SPDR SER TR S&P BIOTECH 78464A870   3,689,192 37,340 SH   SOLE   0 0 37,340
SPX TECHNOLOGIES INC COM 78473E103   787,254 4,937 SH   SOLE   0 0 4,937
SALESFORCE INC COM 79466L302   19,849,997 72,522 SH   SOLE   0 0 72,522
SAREPTA THERAPEUTICS INC COM 803607100   348,443 2,790 SH   SOLE   0 0 2,790
SCHWAB CHARLES CORP COM 808513105   353,474 5,454 SH   SOLE   0 0 5,454
SCOTTS MIRACLE-GRO CO CL A 810186106   1,471,819 16,976 SH   SOLE   0 0 16,976
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   9,064,000 200,000 SH   SOLE   0 0 200,000
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   27,551,800 122,040 SH   SOLE   0 0 122,040
SERVICENOW INC COM 81762P102   656,482 734 SH   SOLE   0 0 734
SHOPIFY INC CL A 82509L107   7,812,047 97,480 SH   SOLE   0 0 97,480
SIMON PPTY GROUP INC NEW COM 828806109   3,633,930 21,500 SH   SOLE   0 0 21,500
BLOCK INC CL A 852234103   3,378,317 50,325 SH   SOLE   0 0 50,325
STARBUCKS CORP COM 855244109   1,197,177 12,280 SH   SOLE   0 0 12,280
STATE STR CORP COM 857477103   4,380,857 49,518 SH   SOLE   0 0 49,518
STRIDE INC COM 86333M108   684,357 8,022 SH   SOLE   0 0 8,022
TACTILE SYS TECHNOLOGY INC COM 87357P100   339,770 23,256 SH   SOLE   0 0 23,256
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,371,811 13,657 SH   SOLE   0 0 13,657
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   6,218,184 40,454 SH   SOLE   0 0 40,454
TETRA TECH INC NEW COM 88162G103   354,879 7,525 SH   SOLE   0 0 7,525
THERMO FISHER SCIENTIFIC INC COM 883556102   1,237,140 2,000 SH   SOLE   0 0 2,000
THERMON GROUP HLDGS INC COM 88362T103   513,009 17,192 SH   SOLE   0 0 17,192
TOAST INC CL A 888787108   588,480 20,787 SH   SOLE   0 0 20,787
TRADEWEB MKTS INC CL A 892672106   423,693 3,426 SH   SOLE   0 0 3,426
TRANSDIGM GROUP INC COM 893641100   505,204 354 SH   SOLE   0 0 354
TRANSMEDICS GROUP INC COM 89377M109   398,937 2,541 SH   SOLE   0 0 2,541
TREEHOUSE FOODS INC COM 89469A104   289,704 6,901 SH   SOLE   0 0 6,901
TREX CO INC COM 89531P105   786,310 11,810 SH   SOLE   0 0 11,810
TRIMBLE INC COM 896239100   442,081 7,120 SH   SOLE   0 0 7,120
TWIST BIOSCIENCE CORP COM 90184D100   319,332 7,068 SH   SOLE   0 0 7,068
TYLER TECHNOLOGIES INC COM 902252105   353,151 605 SH   SOLE   0 0 605
UBER TECHNOLOGIES INC COM 90353T100   344,533 4,584 SH   SOLE   0 0 4,584
UL SOLUTIONS INC CLASS A COM SHS 903731107   404,950 8,214 SH   SOLE   0 0 8,214
UNITEDHEALTH GROUP INC COM 91324P102   1,779,181 3,043 SH   SOLE   0 0 3,043
VALMONT INDS INC COM 920253101   759,669 2,620 SH   SOLE   0 0 2,620
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   14,184,065 57,788 SH   SOLE   0 0 57,788
VANGUARD WORLD FD INF TECH ETF 92204A702   53,182,633 90,675 SH   SOLE   0 0 90,675
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   46,728,075 390,377 SH   SOLE   0 0 390,377
VEEVA SYS INC CL A COM 922475108   4,080,712 19,444 SH   SOLE   0 0 19,444
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   114,212,725 216,447 SH   SOLE   0 0 216,447
VANGUARD INDEX FDS TOTAL STK MKT 922908769   88,037,772 310,912 SH   SOLE   0 0 310,912
VERRA MOBILITY CORP CL A COM STK 92511U102   915,032 32,903 SH   SOLE   0 0 32,903
VIKING THERAPEUTICS INC COM 92686J106   391,762 6,188 SH   SOLE   0 0 6,188
VISA INC COM CL A 92826C839   12,004,867 43,662 SH   SOLE   0 0 43,662
WELLS FARGO CO NEW COM 949746101   2,117,528 37,485 SH   SOLE   0 0 37,485
WILLSCOT HLDGS CORP COM CL A 971378104   290,761 7,733 SH   SOLE   0 0 7,733
WISDOMTREE TR CLOUD COMPUTNG 97717Y691   5,606,136 175,411 SH   SOLE   0 0 175,411
WOLFSPEED INC COM 977852102   110,910 11,434 SH   SOLE   0 0 11,434
WORKDAY INC CL A 98138H101   2,362,223 9,665 SH   SOLE   0 0 9,665
ZOETIS INC CL A 98978V103   833,686 4,267 SH   SOLE   0 0 4,267