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   622,903 1,746 SH   SOLE   0 0 1,746
JOBY AVIATION INC COMMON STOCK G65163100   1,766,946 167,483 SH   SOLE   0 0 167,483
GARMIN LTD SHS H2906T109   30,028,515 143,870 SH   SOLE   0 0 143,870
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   336,704 21,044 SH   SOLE   0 0 21,044
MONDAY COM LTD SHS M7S64H106   1,377,737 4,381 SH   SOLE   0 0 4,381
ASML HOLDING N V N Y REGISTRY SHS N07059210   6,055,303 7,556 SH   SOLE   0 0 7,556
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109   433,916 23,960 SH   SOLE   0 0 23,960
AAON INC COM PAR $0.004 000360206   243,375 3,300 SH   SOLE   0 0 3,300
ARK ETF TR INNOVATION ETF 00214Q104   3,948,611 56,176 SH   SOLE   0 0 56,176
ARK ETF TR FINTECH INNOVA 00214Q708   11,992,740 238,709 SH   SOLE   0 0 238,709
AST SPACEMOBILE INC COM CL A 00217D100   3,627,790 77,633 SH   SOLE   0 0 77,633
ADOBE INC COM 00724F101   8,277,298 21,395 SH   SOLE   0 0 21,395
ADVANCED MICRO DEVICES INC COM 007903107   4,663,402 32,864 SH   SOLE   0 0 32,864
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   12,654,401 111,581 SH   SOLE   0 0 111,581
ALLSTATE CORP COM 020002101   552,395 2,744 SH   SOLE   0 0 2,744
ALPHABET INC CAP STK CL C 02079K107   35,470,904 199,960 SH   SOLE   0 0 199,960
ALPHABET INC CAP STK CL A 02079K305   189,269,963 1,073,994 SH   SOLE   0 0 1,073,994
AMAZON COM INC COM 023135106   190,240,089 867,132 SH   SOLE   0 0 867,132
APPLE INC COM 037833100   365,902,313 1,783,410 SH   SOLE   0 0 1,783,410
APPLOVIN CORP COM CL A 03831W108   2,869,956 8,198 SH   SOLE   0 0 8,198
ARCHER AVIATION INC COM CL A 03945R102   5,064,758 466,798 SH   SOLE   0 0 466,798
ARISTA NETWORKS INC COM SHS 040413205   3,371,421 32,953 SH   SOLE   0 0 32,953
ARM HOLDINGS PLC SPONSORED ADS 042068205   538,918 3,332 SH   SOLE   0 0 3,332
AUTODESK INC COM 052769106   2,714,929 8,770 SH   SOLE   0 0 8,770
AXON ENTERPRISE INC COM 05464C101   692,158 836 SH   SOLE   0 0 836
AXSOME THERAPEUTICS INC COM 05464T104   527,587 5,054 SH   SOLE   0 0 5,054
AZEK CO INC CL A 05478C105   319,306 5,875 SH   SOLE   0 0 5,875
BJS WHSL CLUB HLDGS INC COM 05550J101   935,210 8,673 SH   SOLE   0 0 8,673
BP PLC SPONSORED ADR 055622104   8,474,620 283,148 SH   SOLE   0 0 283,148
BANK AMERICA CORP COM 060505104   13,963,224 295,081 SH   SOLE   0 0 295,081
BERKSHIRE HATHAWAY INC DEL CL A 084670108   728,800 1 SH   SOLE   0 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   960,367 1,977 SH   SOLE   0 0 1,977
BLACKSTONE INC COM 09260D107   14,098,663 94,255 SH   SOLE   0 0 94,255
BOEING CO COM 097023105   16,688,017 79,645 SH   SOLE   0 0 79,645
BOSTON SCIENTIFIC CORP COM 101137107   4,130,559 38,456 SH   SOLE   0 0 38,456
BROADCOM INC COM 11135F101   81,455,402 295,503 SH   SOLE   0 0 295,503
CBIZ INC COM 124805102   1,028,752 14,346 SH   SOLE   0 0 14,346
CARVANA CO CL A 146869102   930,684 2,762 SH   SOLE   0 0 2,762
CHEVRON CORP NEW COM 166764100   4,167,831 29,107 SH   SOLE   0 0 29,107
CHEWY INC CL A 16679L109   1,776,146 41,674 SH   SOLE   0 0 41,674
CHIPOTLE MEXICAN GRILL INC COM 169656105   676,608 12,050 SH   SOLE   0 0 12,050
COINBASE GLOBAL INC COM CL A 19260Q107   213,799 610 SH   SOLE   0 0 610
COREWEAVE INC COM CL A 21873S108   1,009,341 6,190 SH   SOLE   0 0 6,190
COSTCO WHSL CORP NEW COM 22160K105   509,819 515 SH   SOLE   0 0 515
COSTAR GROUP INC COM 22160N109   644,004 8,010 SH   SOLE   0 0 8,010
CROWDSTRIKE HLDGS INC CL A 22788C105   5,014,157 9,845 SH   SOLE   0 0 9,845
CURTISS WRIGHT CORP COM 231561101   916,842 1,877 SH   SOLE   0 0 1,877
DIAMONDBACK ENERGY INC COM 25278X109   22,952,192 167,047 SH   SOLE   0 0 167,047
DRAFTKINGS INC NEW COM CL A 26142V105   3,079,502 71,800 SH   SOLE   0 0 71,800
D-WAVE QUANTUM INC COM 26740W109   1,772,318 121,060 SH   SOLE   0 0 121,060
ETF SER SOLUTIONS DEFIANCE QUANTUM 26922A420   1,383,560 15,069 SH   SOLE   0 0 15,069
EXXON MOBIL CORP COM 30231G102   4,786,320 44,400 SH   SOLE   0 0 44,400
META PLATFORMS INC CL A 30303M102   204,686,381 277,319 SH   SOLE   0 0 277,319
FASTENAL CO COM 311900104   377,580 8,990 SH   SOLE   0 0 8,990
FEDERAL SIGNAL CORP COM 313855108   392,796 3,691 SH   SOLE   0 0 3,691
FIDELITY COVINGTON TRUST MSCI ENERGY IDX 316092402   16,689,239 711,695 SH   SOLE   0 0 711,695
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203   5,027,043 31,160 SH   SOLE   0 0 31,160
FISERV INC COM 337738108   1,120,493 6,499 SH   SOLE   0 0 6,499
GE VERNOVA INC COM 36828A101   2,156,815 4,076 SH   SOLE   0 0 4,076
GLAUKOS CORP COM 377322102   488,355 4,728 SH   SOLE   0 0 4,728
GOLDMAN SACHS GROUP INC COM 38141G104   26,349,533 37,230 SH   SOLE   0 0 37,230
GUIDEWIRE SOFTWARE INC COM 40171V100   637,834 2,709 SH   SOLE   0 0 2,709
HCA HEALTHCARE INC COM 40412C101   4,558,124 11,898 SH   SOLE   0 0 11,898
HARTFORD INSURANCE GROUP INC COM 416515104   2,244,330 17,690 SH   SOLE   0 0 17,690
HOME DEPOT INC COM 437076102   6,796,772 18,538 SH   SOLE   0 0 18,538
IRHYTHM TECHNOLOGIES INC COM 450056106   715,914 4,650 SH   SOLE   0 0 4,650
IDEXX LABS INC COM 45168D104   416,736 777 SH   SOLE   0 0 777
INSULET CORP COM 45784P101   1,276,199 4,062 SH   SOLE   0 0 4,062
INVESCO QQQ TR UNIT SER 1 46090E103   79,710,860 144,498 SH   SOLE   0 0 144,498
INTUITIVE SURGICAL INC COM NEW 46120E602   646,658 1,190 SH   SOLE   0 0 1,190
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282   3,737,079 91,640 SH   SOLE   0 0 91,640
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354   728,229 10,000 SH   SOLE   0 0 10,000
IONQ INC COM 46222L108   717,642 16,701 SH   SOLE   0 0 16,701
ISHARES TR CORE S&P500 ETF 464287200   1,302,648 2,098 SH   SOLE   0 0 2,098
ISHARES TR EXPANDED TECH 464287515   979,478 8,945 SH   SOLE   0 0 8,945
ISHARES TR ISHARES SEMICDTR 464287523   19,664,822 82,383 SH   SOLE   0 0 82,383
ISHARES TR RUS 2000 GRW ETF 464287648   27,446,848 96,015 SH   SOLE   0 0 96,015
ISHARES TR US AER DEF ETF 464288760   5,733,336 30,393 SH   SOLE   0 0 30,393
ISHARES TR U.S. MED DVC ETF 464288810   291,902 4,660 SH   SOLE   0 0 4,660
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   32,087,078 524,213 SH   SOLE   0 0 524,213
JPMORGAN CHASE & CO. COM 46625H100   28,374,919 97,875 SH   SOLE   0 0 97,875
LPL FINL HLDGS INC COM 50212V100   555,331 1,481 SH   SOLE   0 0 1,481
LAM RESEARCH CORP COM NEW 512807306   2,504,753 25,732 SH   SOLE   0 0 25,732
LEIDOS HOLDINGS INC COM 525327102   444,568 2,818 SH   SOLE   0 0 2,818
LIBERTY BROADBAND CORP COM SER C 530307305   1,093,789 11,118 SH   SOLE   0 0 11,118
MARATHON PETE CORP COM 56585A102   10,914,424 65,706 SH   SOLE   0 0 65,706
MARRIOTT INTL INC NEW CL A 571903202   2,965,148 10,853 SH   SOLE   0 0 10,853
MASTERCARD INCORPORATED CL A 57636Q104   7,709,817 13,720 SH   SOLE   0 0 13,720
MERCADOLIBRE INC COM 58733R102   10,577,361 4,047 SH   SOLE   0 0 4,047
MERCURY SYS INC COM 589378108   538,115 9,991 SH   SOLE   0 0 9,991
MICROSOFT CORP COM 594918104   64,560,940 129,794 SH   SOLE   0 0 129,794
MOTOROLA SOLUTIONS INC COM NEW 620076307   525,995 1,251 SH   SOLE   0 0 1,251
NETFLIX INC COM 64110L106   200,870 150 SH   SOLE   0 0 150
NVIDIA CORPORATION COM 67066G104   548,314,516 3,470,565 SH   SOLE   0 0 3,470,565
OCCIDENTAL PETE CORP COM 674599105   3,841,730 91,448 SH   SOLE   0 0 91,448
OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162   496,191 23,959 SH   SOLE   0 0 23,959
OKTA INC CL A 679295105   439,868 4,400 SH   SOLE   0 0 4,400
ORACLE CORP COM 68389X105   651,955 2,982 SH   SOLE   0 0 2,982
PALANTIR TECHNOLOGIES INC CL A 69608A108   9,834,534 72,143 SH   SOLE   0 0 72,143
PALO ALTO NETWORKS INC COM 697435105   1,465,632 7,162 SH   SOLE   0 0 7,162
PALOMAR HLDGS INC COM 69753M105   825,392 5,351 SH   SOLE   0 0 5,351
PAYLOCITY HLDG CORP COM 70438V106   380,499 2,100 SH   SOLE   0 0 2,100
PAYPAL HLDGS INC COM 70450Y103   2,163,530 29,111 SH   SOLE   0 0 29,111
PDD HOLDINGS INC SPONSORED ADS 722304102   6,330,779 60,489 SH   SOLE   0 0 60,489
PINTEREST INC CL A 72352L106   12,567,854 350,470 SH   SOLE   0 0 350,470
PROGRESSIVE CORP COM 743315103   649,270 2,433 SH   SOLE   0 0 2,433
QUALCOMM INC COM 747525103   26,250,189 164,826 SH   SOLE   0 0 164,826
QUANTUM COMPUTING INC COM 74766W108   345,424 18,019 SH   SOLE   0 0 18,019
RTX CORPORATION COM 75513E101   8,760,616 59,996 SH   SOLE   0 0 59,996
RESMED INC COM 761152107   839,016 3,252 SH   SOLE   0 0 3,252
RIGETTI COMPUTING INC COMMON STOCK 76655K103   593,012 50,001 SH   SOLE   0 0 50,001
ROBINHOOD MKTS INC COM CL A 770700102   25,813,791 275,700 SH   SOLE   0 0 275,700
ROBLOX CORP CL A 771049103   373,565 3,551 SH   SOLE   0 0 3,551
ROLLINS INC COM 775711104   1,245,246 22,071 SH   SOLE   0 0 22,071
SHELL PLC SPON ADS 780259305   4,054,912 57,590 SH   SOLE   0 0 57,590
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   815,812 11,999 SH   SOLE   0 0 11,999
SPDR SERIES TRUST S&P SEMICNDCTR 78464A862   2,692,842 10,498 SH   SOLE   0 0 10,498
SPDR SERIES TRUST S&P BIOTECH 78464A870   920,523 11,100 SH   SOLE   0 0 11,100
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   372,766 4,502 SH   SOLE   0 0 4,502
SALESFORCE INC COM 79466L302   17,720,214 64,983 SH   SOLE   0 0 64,983
SCHWAB CHARLES CORP COM 808513105   497,623 5,454 SH   SOLE   0 0 5,454
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   10,474,000 200,000 SH   SOLE   0 0 200,000
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   30,904,245 122,040 SH   SOLE   0 0 122,040
SERVICENOW INC COM 81762P102   1,727,174 1,680 SH   SOLE   0 0 1,680
SHOPIFY INC CL A SUB VTG SHS 82509L107   12,690,807 110,020 SH   SOLE   0 0 110,020
SIMON PPTY GROUP INC NEW COM 828806109   3,456,340 21,500 SH   SOLE   0 0 21,500
SOUNDHOUND AI INC CLASS A COM 836100107   3,091,699 288,136 SH   SOLE   0 0 288,136
STATE STR CORP COM 857477103   5,265,744 49,518 SH   SOLE   0 0 49,518
STRIDE INC COM 86333M108   1,164,714 8,022 SH   SOLE   0 0 8,022
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   3,093,174 13,657 SH   SOLE   0 0 13,657
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   7,175,732 29,548 SH   SOLE   0 0 29,548
TOAST INC CL A 888787108   2,382,625 53,796 SH   SOLE   0 0 53,796
TRADEWEB MKTS INC CL A 892672106   501,566 3,426 SH   SOLE   0 0 3,426
TRANSDIGM GROUP INC COM 893641100   538,307 354 SH   SOLE   0 0 354
TREX CO INC COM 89531P105   243,405 4,476 SH   SOLE   0 0 4,476
TRIMBLE INC COM 896239100   540,978 7,120 SH   SOLE   0 0 7,120
TYLER TECHNOLOGIES INC COM 902252105   358,668 605 SH   SOLE   0 0 605
UBER TECHNOLOGIES INC COM 90353T100   3,569,938 38,263 SH   SOLE   0 0 38,263
UL SOLUTIONS INC CLASS A COM SHS 903731107   598,472 8,214 SH   SOLE   0 0 8,214
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   22,630,554 81,148 SH   SOLE   0 0 81,148
VANGUARD WORLD FD INF TECH ETF 92204A702   59,070,314 89,058 SH   SOLE   0 0 89,058
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   50,171,197 390,377 SH   SOLE   0 0 390,377
VEEVA SYS INC CL A COM 922475108   3,469,583 12,048 SH   SOLE   0 0 12,048
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   122,948,537 216,447 SH   SOLE   0 0 216,447
VANGUARD INDEX FDS TOTAL STK MKT 922908769   94,495,409 310,912 SH   SOLE   0 0 310,912
VISA INC COM CL A 92826C839   16,781,083 47,264 SH   SOLE   0 0 47,264
WASTE CONNECTIONS INC COM 94106B101   355,328 1,903 SH   SOLE   0 0 1,903
WASTE MGMT INC DEL COM 94106L109   397,003 1,735 SH   SOLE   0 0 1,735
WATSCO INC COM 942622200   316,200 716 SH   SOLE   0 0 716
WELLS FARGO CO NEW COM 949746101   3,003,298 37,485 SH   SOLE   0 0 37,485
WISDOMTREE TR CLOUD COMPUTNG 97717Y691   5,980,086 165,470 SH   SOLE   0 0 165,470
WORKDAY INC CL A 98138H101   2,319,600 9,665 SH   SOLE   0 0 9,665