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   627,093 1,746 SH   SOLE   0 0 1,746
ICON PLC SHS G4705A100   638,357 3,044 SH   SOLE   0 0 3,044
JOBY AVIATION INC COMMON STOCK G65163100   1,361,637 167,483 SH   SOLE   0 0 167,483
SHARKNINJA INC COM SHS G8068L108   961,819 9,879 SH   SOLE   0 0 9,879
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   330,585 8,399 SH   SOLE   0 0 8,399
GARMIN LTD SHS H2906T109   29,674,595 143,870 SH   SOLE   0 0 143,870
MONDAY COM LTD SHS M7S64H106   745,403 3,166 SH   SOLE   0 0 3,166
ASML HOLDING N V N Y REGISTRY SHS N07059210   3,050,245 4,401 SH   SOLE   0 0 4,401
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109   615,772 23,960 SH   SOLE   0 0 23,960
ONESPAWORLD HOLDINGS LIMITED COM P73684113   368,548 18,520 SH   SOLE   0 0 18,520
AAON INC COM PAR $0.004 000360206   939,557 7,984 SH   SOLE   0 0 7,984
ARK ETF TR INNOVATION ETF 00214Q104   3,189,112 56,176 SH   SOLE   0 0 56,176
ARK ETF TR FINTECH INNOVA 00214Q708   8,844,168 238,709 SH   SOLE   0 0 238,709
ADOBE INC COM 00724F101   11,882,294 26,721 SH   SOLE   0 0 26,721
ADVANCED MICRO DEVICES INC COM 007903107   1,795,423 14,864 SH   SOLE   0 0 14,864
AGILON HEALTH INC COM 00857U107   67,133 35,333 SH   SOLE   0 0 35,333
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   9,460,953 111,581 SH   SOLE   0 0 111,581
ALIGN TECHNOLOGY INC COM 016255101   359,054 1,722 SH   SOLE   0 0 1,722
ALLSTATE CORP COM 020002101   1,117,796 5,798 SH   SOLE   0 0 5,798
ALLY FINL INC COM 02005N100   6,016,803 167,087 SH   SOLE   0 0 167,087
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   323,787 1,376 SH   SOLE   0 0 1,376
ALPHABET INC CAP STK CL C 02079K107   38,080,382 199,960 SH   SOLE   0 0 199,960
ALPHABET INC CAP STK CL A 02079K305   200,074,956 1,056,920 SH   SOLE   0 0 1,056,920
AMAZON COM INC COM 023135106   189,778,274 865,027 SH   SOLE   0 0 865,027
AMERICAN EXPRESS CO COM 025816109   641,363 2,161 SH   SOLE   0 0 2,161
APPLE INC COM 037833100   480,469,436 1,918,654 SH   SOLE   0 0 1,918,654
ARCHER AVIATION INC COM CL A 03945R102   6,039,326 619,418 SH   SOLE   0 0 619,418
ARISTA NETWORKS INC COM SHS 040413205   1,146,417 10,372 SH   SOLE   0 0 10,372
AUTODESK INC COM 052769106   5,861,449 19,831 SH   SOLE   0 0 19,831
AXON ENTERPRISE INC COM 05464C101   248,426 418 SH   SOLE   0 0 418
AXSOME THERAPEUTICS INC COM 05464T104   427,619 5,054 SH   SOLE   0 0 5,054
AZEK CO INC CL A 05478C105   278,886 5,875 SH   SOLE   0 0 5,875
BJS WHSL CLUB HLDGS INC COM 05550J101   914,855 10,239 SH   SOLE   0 0 10,239
BP PLC SPONSORED ADR 055622104   8,369,855 283,148 SH   SOLE   0 0 283,148
BANK AMERICA CORP COM 060505104   12,968,801 295,081 SH   SOLE   0 0 295,081
BLACKSTONE INC COM 09260D107   16,251,447 94,255 SH   SOLE   0 0 94,255
BOEING CO COM 097023105   14,710,647 83,111 SH   SOLE   0 0 83,111
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   310,167 2,410 SH   SOLE   0 0 2,410
BOSTON SCIENTIFIC CORP COM 101137107   3,434,890 38,456 SH   SOLE   0 0 38,456
BROADCOM INC COM 11135F101   66,111,958 285,162 SH   SOLE   0 0 285,162
CBIZ INC COM 124805102   1,173,933 14,346 SH   SOLE   0 0 14,346
CACI INTL INC CL A 127190304   339,410 840 SH   SOLE   0 0 840
CARVANA CO CL A 146869102   561,680 2,762 SH   SOLE   0 0 2,762
CASELLA WASTE SYS INC CL A 147448104   347,268 3,282 SH   SOLE   0 0 3,282
CHEVRON CORP NEW COM 166764100   4,215,858 29,107 SH   SOLE   0 0 29,107
CHEWY INC CL A 16679L109   581,052 17,350 SH   SOLE   0 0 17,350
CHIPOTLE MEXICAN GRILL INC COM 169656105   726,615 12,050 SH   SOLE   0 0 12,050
COSTCO WHSL CORP NEW COM 22160K105   471,879 515 SH   SOLE   0 0 515
COSTAR GROUP INC COM 22160N109   2,716,841 37,950 SH   SOLE   0 0 37,950
CROSS CTRY HEALTHCARE INC COM 227483104   235,190 12,951 SH   SOLE   0 0 12,951
CROWDSTRIKE HLDGS INC CL A 22788C105   2,509,059 7,333 SH   SOLE   0 0 7,333
CURTISS WRIGHT CORP COM 231561101   665,898 1,876 SH   SOLE   0 0 1,876
DANAHER CORPORATION COM 235851102   269,721 1,175 SH   SOLE   0 0 1,175
DENTSPLY SIRONA INC COM 24906P109   242,583 12,781 SH   SOLE   0 0 12,781
DEXCOM INC COM 252131107   216,745 2,787 SH   SOLE   0 0 2,787
DIAMONDBACK ENERGY INC COM 25278X109   27,367,232 167,047 SH   SOLE   0 0 167,047
DOUBLEVERIFY HLDGS INC COM 25862V105   218,898 11,395 SH   SOLE   0 0 11,395
DRAFTKINGS INC NEW COM CL A 26142V105   2,670,960 71,800 SH   SOLE   0 0 71,800
DYNATRACE INC COM NEW 268150109   745,628 13,719 SH   SOLE   0 0 13,719
ELECTRONIC ARTS INC COM 285512109   3,820,917 26,117 SH   SOLE   0 0 26,117
EXACT SCIENCES CORP COM 30063P105   368,269 6,554 SH   SOLE   0 0 6,554
EXXON MOBIL CORP COM 30231G102   4,776,108 44,400 SH   SOLE   0 0 44,400
META PLATFORMS INC CL A 30303M102   149,063,820 254,588 SH   SOLE   0 0 254,588
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   404,939 2,333 SH   SOLE   0 0 2,333
FIDELITY COVINGTON TRUST MSCI ENERGY IDX 316092402   16,966,800 711,695 SH   SOLE   0 0 711,695
FIDELITY NATL INFORMATION SV COM 31620M106   348,442 4,314 SH   SOLE   0 0 4,314
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203   5,179,104 31,160 SH   SOLE   0 0 31,160
FISERV INC COM 337738108   2,004,078 9,756 SH   SOLE   0 0 9,756
FIVE BELOW INC COM 33829M101   891,215 8,491 SH   SOLE   0 0 8,491
GE VERNOVA INC COM 36828A101   949,292 2,886 SH   SOLE   0 0 2,886
GLAUKOS CORP COM 377322102   708,916 4,728 SH   SOLE   0 0 4,728
GLOBAL PMTS INC COM 37940X102   361,618 3,227 SH   SOLE   0 0 3,227
GOGO INC COM 38046C109   230,775 28,526 SH   SOLE   0 0 28,526
GOLDMAN SACHS GROUP INC COM 38141G104   21,318,643 37,230 SH   SOLE   0 0 37,230
GUIDEWIRE SOFTWARE INC COM 40171V100   1,267,553 7,519 SH   SOLE   0 0 7,519
HCA HEALTHCARE INC COM 40412C101   3,571,185 11,898 SH   SOLE   0 0 11,898
HAIN CELESTIAL GROUP INC COM 405217100   199,574 32,451 SH   SOLE   0 0 32,451
HARTFORD FINL SVCS GROUP INC COM 416515104   1,935,286 17,690 SH   SOLE   0 0 17,690
HOLOGIC INC COM 436440101   358,576 4,974 SH   SOLE   0 0 4,974
HOME DEPOT INC COM 437076102   7,211,097 18,538 SH   SOLE   0 0 18,538
IDEXX LABS INC COM 45168D104   321,243 777 SH   SOLE   0 0 777
INSULET CORP COM 45784P101   1,060,466 4,062 SH   SOLE   0 0 4,062
INVESCO QQQ TR UNIT SER 1 46090E103   71,511,860 139,882 SH   SOLE   0 0 139,882
INTUITIVE SURGICAL INC COM NEW 46120E602   621,132 1,190 SH   SOLE   0 0 1,190
INTUIT COM 461202103   663,068 1,055 SH   SOLE   0 0 1,055
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282   2,775,816 74,180 SH   SOLE   0 0 74,180
INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332   248,171 8,470 SH   SOLE   0 0 8,470
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354   700,028 10,000 SH   SOLE   0 0 10,000
ISHARES TR CORE S&P500 ETF 464287200   1,235,051 2,098 SH   SOLE   0 0 2,098
ISHARES TR EXPANDED TECH 464287515   895,573 8,945 SH   SOLE   0 0 8,945
ISHARES TR ISHARES SEMICDTR 464287523   17,752,713 82,383 SH   SOLE   0 0 82,383
ISHARES TR US AER DEF ETF 464288760   4,417,623 30,393 SH   SOLE   0 0 30,393
ISHARES TR U.S. MED DVC ETF 464288810   6,106,911 104,660 SH   SOLE   0 0 104,660
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   16,509,744 311,211 SH   SOLE   0 0 311,211
JPMORGAN CHASE & CO. COM 46625H100   23,461,598 97,875 SH   SOLE   0 0 97,875
KORN FERRY COM NEW 500643200   742,490 11,008 SH   SOLE   0 0 11,008
LPL FINL HLDGS INC COM 50212V100   1,097,400 3,361 SH   SOLE   0 0 3,361
LAM RESEARCH CORP COM NEW 512807306   908,003 12,571 SH   SOLE   0 0 12,571
LEGALZOOM COM INC COM 52466B103   193,495 25,765 SH   SOLE   0 0 25,765
LEIDOS HOLDINGS INC COM 525327102   405,961 2,818 SH   SOLE   0 0 2,818
LULULEMON ATHLETICA INC COM 550021109   362,142 947 SH   SOLE   0 0 947
MARATHON PETE CORP COM 56585A102   9,165,987 65,706 SH   SOLE   0 0 65,706
MARRIOTT INTL INC NEW CL A 571903202   3,027,336 10,853 SH   SOLE   0 0 10,853
MASTERCARD INCORPORATED CL A 57636Q104   7,307,738 13,878 SH   SOLE   0 0 13,878
MAYVILLE ENGR CO INC COM 578605107   422,334 26,866 SH   SOLE   0 0 26,866
MERCADOLIBRE INC COM 58733R102   4,404,140 2,590 SH   SOLE   0 0 2,590
MERCURY SYS INC COM 589378108   419,622 9,991 SH   SOLE   0 0 9,991
MICROSOFT CORP COM 594918104   54,708,261 129,794 SH   SOLE   0 0 129,794
MODINE MFG CO COM 607828100   324,372 2,798 SH   SOLE   0 0 2,798
MONGODB INC CL A 60937P106   261,911 1,125 SH   SOLE   0 0 1,125
MONTROSE ENVIRONMENTAL GROUP COM 615111101   226,718 12,222 SH   SOLE   0 0 12,222
MOTOROLA SOLUTIONS INC COM NEW 620076307   578,250 1,251 SH   SOLE   0 0 1,251
NEOGEN CORP COM 640491106   252,998 20,840 SH   SOLE   0 0 20,840
NOVANTA INC COM 67000B104   718,783 4,705 SH   SOLE   0 0 4,705
NVIDIA CORPORATION COM 67066G104   425,705,168 3,170,044 SH   SOLE   0 0 3,170,044
OCCIDENTAL PETE CORP COM 674599105   4,518,446 91,448 SH   SOLE   0 0 91,448
OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162   660,070 23,959 SH   SOLE   0 0 23,959
OKTA INC CL A 679295105   346,720 4,400 SH   SOLE   0 0 4,400
ORACLE CORP COM 68389X105   858,029 5,149 SH   SOLE   0 0 5,149
PALANTIR TECHNOLOGIES INC CL A 69608A108   8,198,670 108,405 SH   SOLE   0 0 108,405
PALO ALTO NETWORKS INC COM 697435105   1,303,198 7,162 SH   SOLE   0 0 7,162
PALOMAR HLDGS INC COM 69753M105   565,012 5,351 SH   SOLE   0 0 5,351
PAR TECHNOLOGY CORP COM 698884103   916,514 12,612 SH   SOLE   0 0 12,612
PAYLOCITY HLDG CORP COM 70438V106   418,887 2,100 SH   SOLE   0 0 2,100
PAYPAL HLDGS INC COM 70450Y103   2,484,624 29,111 SH   SOLE   0 0 29,111
PDD HOLDINGS INC SPONSORED ADS 722304102   1,942,225 20,025 SH   SOLE   0 0 20,025
PINTEREST INC CL A 72352L106   10,163,630 350,470 SH   SOLE   0 0 350,470
PLANET FITNESS INC CL A 72703H101   465,183 4,705 SH   SOLE   0 0 4,705
POOL CORP COM 73278L105   347,759 1,020 SH   SOLE   0 0 1,020
PONY AI INC SPONSORED ADS 732908108   1,039,844 72,463 SH   SOLE   0 0 72,463
POWERFLEET INC COM 73931J109   371,888 55,839 SH   SOLE   0 0 55,839
PROCORE TECHNOLOGIES INC COM 74275K108   388,962 5,191 SH   SOLE   0 0 5,191
PROGRESSIVE CORP COM 743315103   1,189,903 4,966 SH   SOLE   0 0 4,966
PURE STORAGE INC CL A 74624M102   328,405 5,346 SH   SOLE   0 0 5,346
QUALCOMM INC COM 747525103   25,320,570 164,826 SH   SOLE   0 0 164,826
RTX CORPORATION COM 75513E101   6,048,222 52,266 SH   SOLE   0 0 52,266
RESMED INC COM 761152107   427,879 1,871 SH   SOLE   0 0 1,871
REVANCE THERAPEUTICS INC COM 761330109   37,097 12,203 SH   SOLE   0 0 12,203
ROBLOX CORP CL A 771049103   205,461 3,551 SH   SOLE   0 0 3,551
ROCKET PHARMACEUTICALS INC COM 77313F106   245,505 19,531 SH   SOLE   0 0 19,531
ROLLINS INC COM 775711104   696,501 15,027 SH   SOLE   0 0 15,027
SHELL PLC SPON ADS 780259305   3,608,014 57,590 SH   SOLE   0 0 57,590
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   769,856 11,999 SH   SOLE   0 0 11,999
SPDR SER TR S&P REGL BKG 78464A698   2,616,957 43,363 SH   SOLE   0 0 43,363
SPDR SER TR S&P SEMICNDCTR 78464A862   5,034,342 20,263 SH   SOLE   0 0 20,263
SPDR SER TR S&P BIOTECH 78464A870   3,362,840 37,340 SH   SOLE   0 0 37,340
SPX TECHNOLOGIES INC COM 78473E103   1,029,117 7,072 SH   SOLE   0 0 7,072
SALESFORCE INC COM 79466L302   24,246,280 72,522 SH   SOLE   0 0 72,522
SAREPTA THERAPEUTICS INC COM 803607100   339,236 2,790 SH   SOLE   0 0 2,790
SCHWAB CHARLES CORP COM 808513105   403,651 5,454 SH   SOLE   0 0 5,454
SCOTTS MIRACLE-GRO CO CL A 810186106   1,126,188 16,976 SH   SOLE   0 0 16,976
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   9,666,000 200,000 SH   SOLE   0 0 200,000
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   28,376,792 122,040 SH   SOLE   0 0 122,040
SERVICENOW INC COM 81762P102   778,128 734 SH   SOLE   0 0 734
SHOPIFY INC CL A 82509L107   10,365,048 97,480 SH   SOLE   0 0 97,480
SIMON PPTY GROUP INC NEW COM 828806109   3,702,515 21,500 SH   SOLE   0 0 21,500
SPROUT SOCIAL INC COM CL A 85209W109   206,402 6,721 SH   SOLE   0 0 6,721
BLOCK INC CL A 852234103   4,989,763 58,710 SH   SOLE   0 0 58,710
STATE STR CORP COM 857477103   4,860,192 49,518 SH   SOLE   0 0 49,518
STRIDE INC COM 86333M108   833,726 8,022 SH   SOLE   0 0 8,022
TACTILE SYS TECHNOLOGY INC COM 87357P100   398,375 23,256 SH   SOLE   0 0 23,256
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,697,121 13,657 SH   SOLE   0 0 13,657
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   5,439,196 29,548 SH   SOLE   0 0 29,548
THERMON GROUP HLDGS INC COM 88362T103   494,614 17,192 SH   SOLE   0 0 17,192
TOAST INC CL A 888787108   757,686 20,787 SH   SOLE   0 0 20,787
TRADEWEB MKTS INC CL A 892672106   448,532 3,426 SH   SOLE   0 0 3,426
TRANSDIGM GROUP INC COM 893641100   448,617 354 SH   SOLE   0 0 354
TREEHOUSE FOODS INC COM 89469A104   242,432 6,901 SH   SOLE   0 0 6,901
TREX CO INC COM 89531P105   815,244 11,810 SH   SOLE   0 0 11,810
TRIMBLE INC COM 896239100   503,099 7,120 SH   SOLE   0 0 7,120
TWIST BIOSCIENCE CORP COM 90184D100   328,450 7,068 SH   SOLE   0 0 7,068
TYLER TECHNOLOGIES INC COM 902252105   348,867 605 SH   SOLE   0 0 605
UBER TECHNOLOGIES INC COM 90353T100   1,266,358 20,994 SH   SOLE   0 0 20,994
UL SOLUTIONS INC CLASS A COM SHS 903731107   409,714 8,214 SH   SOLE   0 0 8,214
UNITEDHEALTH GROUP INC COM 91324P102   1,539,332 3,043 SH   SOLE   0 0 3,043
VALMONT INDS INC COM 920253101   803,475 2,620 SH   SOLE   0 0 2,620
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   13,994,520 57,788 SH   SOLE   0 0 57,788
VANGUARD WORLD FD INF TECH ETF 92204A702   55,376,193 89,058 SH   SOLE   0 0 89,058
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   45,861,439 390,377 SH   SOLE   0 0 390,377
VEEVA SYS INC CL A COM 922475108   4,088,101 19,444 SH   SOLE   0 0 19,444
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   116,623,948 216,447 SH   SOLE   0 0 216,447
VANGUARD INDEX FDS TOTAL STK MKT 922908769   90,105,335 310,912 SH   SOLE   0 0 310,912
VERRA MOBILITY CORP CL A COM STK 92511U102   795,595 32,903 SH   SOLE   0 0 32,903
VIKING THERAPEUTICS INC COM 92686J106   249,005 6,188 SH   SOLE   0 0 6,188
VISA INC COM CL A 92826C839   14,937,315 47,264 SH   SOLE   0 0 47,264
WELLS FARGO CO NEW COM 949746101   2,632,946 37,485 SH   SOLE   0 0 37,485
WILLSCOT HLDGS CORP COM CL A 971378104   258,669 7,733 SH   SOLE   0 0 7,733
WISDOMTREE TR CLOUD COMPUTNG 97717Y691   6,208,434 165,470 SH   SOLE   0 0 165,470
WORKDAY INC CL A 98138H101   2,493,860 9,665 SH   SOLE   0 0 9,665
ZOETIS INC CL A 98978V103   316,899 1,945 SH   SOLE   0 0 1,945