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   622,589 1,746 SH   SOLE   0 0 1,746
GRAYSCALE COINDESK CRYPTO USD SHS G40705108   12,409,800 222,000 SH   SOLE   0 0 222,000
JOBY AVIATION INC COMMON STOCK G65163100   2,703,176 167,483 SH   SOLE   0 0 167,483
SHARKNINJA INC COM SHS G8068L108   318,734 3,090 SH   SOLE   0 0 3,090
GARMIN LTD SHS H2906T109   35,423,635 143,870 SH   SOLE   0 0 143,870
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   389,945 21,044 SH   SOLE   0 0 21,044
MONDAY COM LTD SHS M7S64H106   848,556 4,381 SH   SOLE   0 0 4,381
ASML HOLDING N V N Y REGISTRY SHS N07059210   7,314,888 7,556 SH   SOLE   0 0 7,556
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109   681,422 23,960 SH   SOLE   0 0 23,960
AAR CORP COM 000361105   419,207 4,675 SH   SOLE   0 0 4,675
ARK ETF TR INNOVATION ETF 00214Q104   4,847,989 56,176 SH   SOLE   0 0 56,176
ARK ETF TR FINTECH INNOVA 00214Q708   13,558,671 238,709 SH   SOLE   0 0 238,709
AST SPACEMOBILE INC COM CL A 00217D100   4,877,178 99,372 SH   SOLE   0 0 99,372
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109   427,302 28,563 SH   SOLE   0 0 28,563
ADOBE INC COM 00724F101   5,676,806 16,093 SH   SOLE   0 0 16,093
ADVANCED MICRO DEVICES INC COM 007903107   5,317,067 32,864 SH   SOLE   0 0 32,864
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   19,942,872 111,581 SH   SOLE   0 0 111,581
ALKAMI TECHNOLOGY INC COM 01644J108   349,275 14,061 SH   SOLE   0 0 14,061
ALLSTATE CORP COM 020002101   589,000 2,744 SH   SOLE   0 0 2,744
ALPHABET INC CAP STK CL C 02079K107   48,700,258 199,960 SH   SOLE   0 0 199,960
ALPHABET INC CAP STK CL A 02079K305   261,087,941 1,073,994 SH   SOLE   0 0 1,073,994
AMAZON COM INC COM 023135106   190,396,173 867,132 SH   SOLE   0 0 867,132
AMERICAN PUB ED INC COM 02913V103   417,869 10,587 SH   SOLE   0 0 10,587
APPLE INC COM 037833100   454,109,792 1,783,410 SH   SOLE   0 0 1,783,410
APPLOVIN CORP COM CL A 03831W108   5,890,591 8,198 SH   SOLE   0 0 8,198
ARCHER AVIATION INC COM CL A 03945R102   4,471,925 466,798 SH   SOLE   0 0 466,798
ARISTA NETWORKS INC COM SHS 040413205   4,801,582 32,953 SH   SOLE   0 0 32,953
AXON ENTERPRISE INC COM 05464C101   599,947 836 SH   SOLE   0 0 836
AXSOME THERAPEUTICS INC COM 05464T104   613,808 5,054 SH   SOLE   0 0 5,054
BJS WHSL CLUB HLDGS INC COM 05550J101   808,757 8,673 SH   SOLE   0 0 8,673
BP PLC SPONSORED ADR 055622104   9,757,280 283,148 SH   SOLE   0 0 283,148
THE BALDWIN INSURANCE GRP IN COM CL A 05589G102   247,684 8,780 SH   SOLE   0 0 8,780
BANK AMERICA CORP COM 060505104   15,223,219 295,081 SH   SOLE   0 0 295,081
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   993,917 1,977 SH   SOLE   0 0 1,977
BLACKSTONE INC COM 09260D107   16,103,467 94,255 SH   SOLE   0 0 94,255
BOEING CO COM 097023105   17,189,780 79,645 SH   SOLE   0 0 79,645
BOSTON SCIENTIFIC CORP COM 101137107   3,754,459 38,456 SH   SOLE   0 0 38,456
BROADCOM INC COM 11135F101   97,489,395 295,503 SH   SOLE   0 0 295,503
CBIZ INC COM 124805102   410,175 7,745 SH   SOLE   0 0 7,745
CACI INTL INC CL A 127190304   371,092 744 SH   SOLE   0 0 744
CARVANA CO CL A 146869102   1,429,740 3,790 SH   SOLE   0 0 3,790
CHEVRON CORP NEW COM 166764100   4,371,724 28,152 SH   SOLE   0 0 28,152
CHEWY INC CL A 16679L109   1,685,713 41,674 SH   SOLE   0 0 41,674
CHIPOTLE MEXICAN GRILL INC COM 169656105   314,813 8,033 SH   SOLE   0 0 8,033
CLEARWATER ANALYTICS HLDGS I CL A 185123106   317,440 17,616 SH   SOLE   0 0 17,616
COINBASE GLOBAL INC COM CL A 19260Q107   514,335 1,524 SH   SOLE   0 0 1,524
COREWEAVE INC COM CL A 21873S108   847,102 6,190 SH   SOLE   0 0 6,190
COSTCO WHSL CORP NEW COM 22160K105   476,699 515 SH   SOLE   0 0 515
COSTAR GROUP INC COM 22160N109   675,804 8,010 SH   SOLE   0 0 8,010
CROWDSTRIKE HLDGS INC CL A 22788C105   5,994,405 12,224 SH   SOLE   0 0 12,224
DIAMONDBACK ENERGY INC COM 25278X109   23,904,358 167,047 SH   SOLE   0 0 167,047
DRAFTKINGS INC NEW COM CL A 26142V105   2,685,320 71,800 SH   SOLE   0 0 71,800
D-WAVE QUANTUM INC COM 26740W109   2,991,393 121,060 SH   SOLE   0 0 121,060
ETF SER SOLUTIONS DEFIANCE QUANTUM 26922A420   1,580,889 15,069 SH   SOLE   0 0 15,069
EXXON MOBIL CORP COM 30231G102   5,006,100 44,400 SH   SOLE   0 0 44,400
META PLATFORMS INC CL A 30303M102   208,739,437 284,239 SH   SOLE   0 0 284,239
FASTENAL CO COM 311900104   440,870 8,990 SH   SOLE   0 0 8,990
FEDERAL SIGNAL CORP COM 313855108   439,192 3,691 SH   SOLE   0 0 3,691
FIDELITY COVINGTON TRUST MSCI ENERGY IDX 316092402   17,593,091 711,695 SH   SOLE   0 0 711,695
FISERV INC COM 337738108   837,916 6,499 SH   SOLE   0 0 6,499
GE VERNOVA INC COM 36828A101   2,506,332 4,076 SH   SOLE   0 0 4,076
GOLDMAN SACHS GROUP INC COM 38141G104   29,648,111 37,230 SH   SOLE   0 0 37,230
GUIDEWIRE SOFTWARE INC COM 40171V100   622,691 2,709 SH   SOLE   0 0 2,709
HCA HEALTHCARE INC COM 40412C101   5,070,928 11,898 SH   SOLE   0 0 11,898
HARTFORD INSURANCE GROUP INC COM 416515104   2,359,669 17,690 SH   SOLE   0 0 17,690
HOME DEPOT INC COM 437076102   7,511,412 18,538 SH   SOLE   0 0 18,538
IRHYTHM TECHNOLOGIES INC COM 450056106   799,754 4,650 SH   SOLE   0 0 4,650
IDEXX LABS INC COM 45168D104   496,418 777 SH   SOLE   0 0 777
INSULET CORP COM 45784P101   638,454 2,068 SH   SOLE   0 0 2,068
INVESCO QQQ TR UNIT SER 1 46090E103   86,752,246 144,498 SH   SOLE   0 0 144,498
INTUITIVE SURGICAL INC COM NEW 46120E602   532,204 1,190 SH   SOLE   0 0 1,190
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354   734,829 10,000 SH   SOLE   0 0 10,000
IONQ INC COM 46222L108   1,783,008 28,992 SH   SOLE   0 0 28,992
ISHARES TR CORE S&P500 ETF 464287200   1,404,191 2,098 SH   SOLE   0 0 2,098
ISHARES TR EXPANDED TECH 464287515   1,028,764 8,945 SH   SOLE   0 0 8,945
ISHARES TR ISHARES SEMICDTR 464287523   22,335,679 82,383 SH   SOLE   0 0 82,383
ISHARES TR RUS 2000 GRW ETF 464287648   28,910,813 90,335 SH   SOLE   0 0 90,335
ISHARES TR US AER DEF ETF 464288760   6,360,039 30,393 SH   SOLE   0 0 30,393
ISHARES TR U.S. MED DVC ETF 464288810   279,973 4,660 SH   SOLE   0 0 4,660
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   34,073,845 524,213 SH   SOLE   0 0 524,213
JPMORGAN CHASE & CO. COM 46625H100   30,872,687 97,875 SH   SOLE   0 0 97,875
JONES LANG LASALLE INC COM 48020Q107   347,198 1,164 SH   SOLE   0 0 1,164
KLAVIYO INC COM SER A 49845K101   312,066 11,270 SH   SOLE   0 0 11,270
LAM RESEARCH CORP COM NEW 512807306   3,445,515 25,732 SH   SOLE   0 0 25,732
LEIDOS HOLDINGS INC COM 525327102   532,489 2,818 SH   SOLE   0 0 2,818
LIBERTY BROADBAND CORP COM SER C 530307305   706,438 11,118 SH   SOLE   0 0 11,118
MARATHON PETE CORP COM 56585A102   12,664,174 65,706 SH   SOLE   0 0 65,706
MARRIOTT INTL INC NEW CL A 571903202   2,826,555 10,853 SH   SOLE   0 0 10,853
MASTERCARD INCORPORATED CL A 57636Q104   7,804,073 13,720 SH   SOLE   0 0 13,720
MERCADOLIBRE INC COM 58733R102   9,457,596 4,047 SH   SOLE   0 0 4,047
MERCURY SYS INC COM 589378108   773,303 9,991 SH   SOLE   0 0 9,991
MICROSOFT CORP COM 594918104   67,226,913 129,794 SH   SOLE   0 0 129,794
MODINE MFG CO COM 607828100   339,620 2,389 SH   SOLE   0 0 2,389
MONOLITHIC PWR SYS INC COM 609839105   384,828 418 SH   SOLE   0 0 418
MOTOROLA SOLUTIONS INC COM NEW 620076307   572,070 1,251 SH   SOLE   0 0 1,251
VIPER ENERGY INC CL A 64361Q101   352,503 9,223 SH   SOLE   0 0 9,223
NVIDIA CORPORATION COM 67066G104   647,537,961 3,470,565 SH   SOLE   0 0 3,470,565
OCCIDENTAL PETE CORP COM 674599105   4,320,918 91,448 SH   SOLE   0 0 91,448
OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162   610,955 23,959 SH   SOLE   0 0 23,959
OKTA INC CL A 679295105   403,480 4,400 SH   SOLE   0 0 4,400
ORACLE CORP COM 68389X105   5,680,486 20,198 SH   SOLE   0 0 20,198
PALANTIR TECHNOLOGIES INC CL A 69608A108   13,160,326 72,143 SH   SOLE   0 0 72,143
PALO ALTO NETWORKS INC COM 697435105   1,664,186 8,173 SH   SOLE   0 0 8,173
PALOMAR HLDGS INC COM 69753M105   624,729 5,351 SH   SOLE   0 0 5,351
PAYLOCITY HLDG CORP COM 70438V106   334,467 2,100 SH   SOLE   0 0 2,100
PDD HOLDINGS INC SPONSORED ADS 722304102   7,031,708 53,202 SH   SOLE   0 0 53,202
PINTEREST INC CL A 72352L106   11,274,620 350,470 SH   SOLE   0 0 350,470
PROGRESSIVE CORP COM 743315103   600,829 2,433 SH   SOLE   0 0 2,433
QUALCOMM INC COM 747525103   24,507,822 147,318 SH   SOLE   0 0 147,318
QUANTUM COMPUTING INC COM 74766W108   331,730 18,019 SH   SOLE   0 0 18,019
RTX CORPORATION COM 75513E101   10,039,131 59,996 SH   SOLE   0 0 59,996
RESMED INC COM 761152107   890,170 3,252 SH   SOLE   0 0 3,252
RIGETTI COMPUTING INC COMMON STOCK 76655K103   1,489,530 50,001 SH   SOLE   0 0 50,001
ROBINHOOD MKTS INC COM CL A 770700102   39,474,726 275,700 SH   SOLE   0 0 275,700
ROBLOX CORP CL A 771049103   491,885 3,551 SH   SOLE   0 0 3,551
ROLLINS INC COM 775711104   822,595 14,004 SH   SOLE   0 0 14,004
SHELL PLC SPON ADS 780259305   4,119,413 57,590 SH   SOLE   0 0 57,590
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   676,264 11,999 SH   SOLE   0 0 11,999
SPDR GOLD TR GOLD SHS 78463V107   8,085,876 22,747 SH   SOLE   0 0 22,747
SPDR SERIES TRUST S&P SEMICNDCTR 78464A862   3,350,122 10,498 SH   SOLE   0 0 10,498
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   399,598 4,502 SH   SOLE   0 0 4,502
SALESFORCE INC COM 79466L302   7,943,292 33,516 SH   SOLE   0 0 33,516
SCHWAB CHARLES CORP COM 808513105   520,693 5,454 SH   SOLE   0 0 5,454
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   10,774,000 200,000 SH   SOLE   0 0 200,000
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   34,398,256 122,040 SH   SOLE   0 0 122,040
SERVICENOW INC COM 81762P102   1,546,070 1,680 SH   SOLE   0 0 1,680
SHOPIFY INC CL A SUB VTG SHS 82509L107   16,350,072 110,020 SH   SOLE   0 0 110,020
SIMON PPTY GROUP INC NEW COM 828806109   4,034,905 21,500 SH   SOLE   0 0 21,500
SOUNDHOUND AI INC CLASS A COM 836100107   4,633,227 288,136 SH   SOLE   0 0 288,136
STATE STR CORP COM 857477103   5,744,583 49,518 SH   SOLE   0 0 49,518
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   5,018,841 17,970 SH   SOLE   0 0 17,970
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   7,634,021 29,548 SH   SOLE   0 0 29,548
THE TRADE DESK INC COM CL A 88339J105   233,239 4,759 SH   SOLE   0 0 4,759
THERMO FISHER SCIENTIFIC INC COM 883556102   359,885 742 SH   SOLE   0 0 742
TOAST INC CL A 888787108   1,964,092 53,796 SH   SOLE   0 0 53,796
TRADEWEB MKTS INC CL A 892672106   380,217 3,426 SH   SOLE   0 0 3,426
TRANSDIGM GROUP INC COM 893641100   466,579 354 SH   SOLE   0 0 354
TREX CO INC COM 89531P105   231,275 4,476 SH   SOLE   0 0 4,476
TYLER TECHNOLOGIES INC COM 902252105   631,454 1,207 SH   SOLE   0 0 1,207
UBER TECHNOLOGIES INC COM 90353T100   3,748,626 38,263 SH   SOLE   0 0 38,263
UL SOLUTIONS INC CLASS A COM SHS 903731107   582,044 8,214 SH   SOLE   0 0 8,214
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   26,483,461 81,148 SH   SOLE   0 0 81,148
VANGUARD WORLD FD INF TECH ETF 92204A702   66,493,289 89,058 SH   SOLE   0 0 89,058
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   53,793,891 390,377 SH   SOLE   0 0 390,377
VEEVA SYS INC CL A COM 922475108   3,589,220 12,048 SH   SOLE   0 0 12,048
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   132,547,973 216,447 SH   SOLE   0 0 216,447
VANGUARD INDEX FDS TOTAL STK MKT 922908769   102,031,910 310,912 SH   SOLE   0 0 310,912
VISA INC COM CL A 92826C839   16,134,984 47,264 SH   SOLE   0 0 47,264
WASTE CONNECTIONS INC COM 94106B101   334,547 1,903 SH   SOLE   0 0 1,903
WASTE MGMT INC DEL COM 94106L109   728,518 3,299 SH   SOLE   0 0 3,299
WATSCO INC COM 942622200   289,479 716 SH   SOLE   0 0 716
WELLS FARGO CO NEW COM 949746101   3,141,993 37,485 SH   SOLE   0 0 37,485
WISDOMTREE TR CLOUD COMPUTNG 97717Y691   1,356,277 38,565 SH   SOLE   0 0 38,565
WORKDAY INC CL A 98138H101   5,580,121 23,180 SH   SOLE   0 0 23,180
XPENG INC ADS 98422D105   1,764,627 75,347 SH   SOLE   0 0 75,347
XOMETRY INC CLASS A COM 98423F109   551,999 10,134 SH   SOLE   0 0 10,134