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
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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   616,128 1,746 SH   SOLE   0 0 1,746
JOBY AVIATION INC COMMON STOCK G65163100   2,210,776 167,483 SH   SOLE   0 0 167,483
SHARKNINJA INC COM SHS G8068L108   345,771 3,090 SH   SOLE   0 0 3,090
GARMIN LTD SHS H2906T109   29,183,999 143,870 SH   SOLE   0 0 143,870
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   379,423 21,044 SH   SOLE   0 0 21,044
MONDAY COM LTD SHS M7S64H106   646,460 4,381 SH   SOLE   0 0 4,381
ASML HOLDING N V N Y REGISTRY SHS N07059210   8,083,862 7,556 SH   SOLE   0 0 7,556
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109   840,517 23,960 SH   SOLE   0 0 23,960
AAR CORP COM 000361105   387,043 4,675 SH   SOLE   0 0 4,675
ARK ETF TR INNOVATION ETF 00214Q104   4,321,058 56,176 SH   SOLE   0 0 56,176
ARK ETF TR BLOCKCHAIN & FIN 00214Q708   11,369,710 238,709 SH   SOLE   0 0 238,709
AST SPACEMOBILE INC COM CL A 00217D100   7,217,388 99,372 SH   SOLE   0 0 99,372
ABBVIE INC COM 00287Y109   246,769 1,080 SH   SOLE   0 0 1,080
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109   463,863 28,563 SH   SOLE   0 0 28,563
ADVANCED MICRO DEVICES INC COM 007903107   7,038,154 32,864 SH   SOLE   0 0 32,864
AFFIRM HLDGS INC COM CL A 00827B106   374,681 5,034 SH   SOLE   0 0 5,034
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   16,355,543 111,581 SH   SOLE   0 0 111,581
ALKAMI TECHNOLOGY INC COM 01644J108   324,387 14,061 SH   SOLE   0 0 14,061
ALPHABET INC CAP STK CL C 02079K107   62,747,448 199,960 SH   SOLE   0 0 199,960
ALPHABET INC CAP STK CL A 02079K305   332,175,319 1,061,263 SH   SOLE   0 0 1,061,263
AMAZON COM INC COM 023135106   200,151,408 867,132 SH   SOLE   0 0 867,132
AMERICAN PUB ED INC COM 02913V103   400,189 10,587 SH   SOLE   0 0 10,587
ASTRANA HEALTH INC COM NEW 03763A207   394,330 15,894 SH   SOLE   0 0 15,894
APPLE INC COM 037833100   484,837,953 1,783,410 SH   SOLE   0 0 1,783,410
APPLOVIN CORP COM CL A 03831W108   5,523,976 8,198 SH   SOLE   0 0 8,198
ARCHER AVIATION INC COM CL A 03945R102   3,510,321 466,798 SH   SOLE   0 0 466,798
ARISTA NETWORKS INC COM SHS 040413205   4,317,832 32,953 SH   SOLE   0 0 32,953
AXON ENTERPRISE INC COM 05464C101   474,789 836 SH   SOLE   0 0 836
AXSOME THERAPEUTICS INC COM 05464T104   923,063 5,054 SH   SOLE   0 0 5,054
BJS WHSL CLUB HLDGS INC COM 05550J101   780,830 8,673 SH   SOLE   0 0 8,673
BP PLC SPONSORED ADR 055622104   4,856,991 139,850 SH   SOLE   0 0 139,850
THE BALDWIN INSURANCE GRP IN COM CL A 05589G102   210,983 8,780 SH   SOLE   0 0 8,780
BWX TECHNOLOGIES INC COM 05605H100   288,816 1,671 SH   SOLE   0 0 1,671
BAIDU INC SPON ADR REP A 056752108   1,696,751 12,986 SH   SOLE   0 0 12,986
BANK AMERICA CORP COM 060505104   10,928,764 198,705 SH   SOLE   0 0 198,705
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   993,739 1,977 SH   SOLE   0 0 1,977
BIO-TECHNE CORP COM 09073M104   343,803 5,846 SH   SOLE   0 0 5,846
BITWISE 10 CRYPTO INDEX ETF UNIT BENEFICIAL 091749101   1,765,856 30,052 SH   SOLE   0 0 30,052
BLACKSTONE INC COM 09260D107   14,528,466 94,255 SH   SOLE   0 0 94,255
BOEING CO COM 097023105   17,292,522 79,645 SH   SOLE   0 0 79,645
BOSTON SCIENTIFIC CORP COM 101137107   3,666,780 38,456 SH   SOLE   0 0 38,456
BROADCOM INC COM 11135F101   99,297,821 286,905 SH   SOLE   0 0 286,905
CBIZ INC COM 124805102   275,558 5,462 SH   SOLE   0 0 5,462
CACI INTL INC CL A 127190304   396,411 744 SH   SOLE   0 0 744
CARVANA CO CL A 146869102   1,599,456 3,790 SH   SOLE   0 0 3,790
CHEWY INC CL A 16679L109   803,908 24,324 SH   SOLE   0 0 24,324
CLEARWATER ANALYTICS HLDGS I CL A 185123106   424,898 17,616 SH   SOLE   0 0 17,616
COINBASE GLOBAL INC COM CL A 19260Q107   206,692 914 SH   SOLE   0 0 914
COREWEAVE INC COM CL A 21873S108   443,266 6,190 SH   SOLE   0 0 6,190
COSTCO WHSL CORP NEW COM 22160K105   444,105 515 SH   SOLE   0 0 515
COSTAR GROUP INC COM 22160N109   246,771 3,670 SH   SOLE   0 0 3,670
CROWDSTRIKE HLDGS INC CL A 22788C105   5,730,122 12,224 SH   SOLE   0 0 12,224
CURTISS WRIGHT CORP COM 231561101   361,633 656 SH   SOLE   0 0 656
DANAHER CORPORATION COM 235851102   201,679 881 SH   SOLE   0 0 881
DIAMONDBACK ENERGY INC COM 25278X109   21,677,815 144,202 SH   SOLE   0 0 144,202
DRAFTKINGS INC NEW COM CL A 26142V105   2,474,228 71,800 SH   SOLE   0 0 71,800
D-WAVE QUANTUM INC COM 26740W109   3,165,719 121,060 SH   SOLE   0 0 121,060
EQT CORP COM 26884L109   316,615 5,907 SH   SOLE   0 0 5,907
ETF SER SOLUTIONS DEFIANCE QUANTUM 26922A420   1,652,467 15,069 SH   SOLE   0 0 15,069
META PLATFORMS INC CL A 30303M102   188,014,755 284,832 SH   SOLE   0 0 284,832
FASTENAL CO COM 311900104   360,769 8,990 SH   SOLE   0 0 8,990
FEDERAL SIGNAL CORP COM 313855108   400,806 3,691 SH   SOLE   0 0 3,691
FIGURE TECHNOLOGY SOLUTIO COM CL A 349381103   1,167,248 28,581 SH   SOLE   0 0 28,581
GE VERNOVA INC COM 36828A101   4,959,289 7,588 SH   SOLE   0 0 7,588
GOLDMAN SACHS GROUP INC COM 38141G104   32,725,170 37,230 SH   SOLE   0 0 37,230
GUIDEWIRE SOFTWARE INC COM 40171V100   544,536 2,709 SH   SOLE   0 0 2,709
HCA HEALTHCARE INC COM 40412C101   5,554,700 11,898 SH   SOLE   0 0 11,898
HARTFORD INSURANCE GROUP INC COM 416515104   2,437,682 17,690 SH   SOLE   0 0 17,690
HASHDEX NASDAQ CRYPTO INDEX SHS BEN INT 41809Y102   4,391,917 193,205 SH   SOLE   0 0 193,205
IRHYTHM TECHNOLOGIES INC COM 450056106   825,096 4,650 SH   SOLE   0 0 4,650
IDEXX LABS INC COM 45168D104   525,664 777 SH   SOLE   0 0 777
INSULET CORP COM 45784P101   587,808 2,068 SH   SOLE   0 0 2,068
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   907,350 14,109 SH   SOLE   0 0 14,109
INVESCO QQQ TR UNIT SER 1 46090E103   88,766,548 144,498 SH   SOLE   0 0 144,498
INTUITIVE SURGICAL INC COM NEW 46120E602   673,968 1,190 SH   SOLE   0 0 1,190
IONQ INC COM 46222L108   1,300,871 28,992 SH   SOLE   0 0 28,992
IQVIA HLDGS INC COM 46266C105   358,176 1,589 SH   SOLE   0 0 1,589
ISHARES TR CORE S&P500 ETF 464287200   1,437,004 2,098 SH   SOLE   0 0 2,098
ISHARES TR EXPANDED TECH 464287515   945,397 8,945 SH   SOLE   0 0 8,945
ISHARES TR ISHARES SEMICDTR 464287523   24,809,640 82,383 SH   SOLE   0 0 82,383
ISHARES TR RUS 2000 GRW ETF 464287648   29,179,108 90,335 SH   SOLE   0 0 90,335
ISHARES TR US AER DEF ETF 464288760   6,525,073 30,393 SH   SOLE   0 0 30,393
ISHARES TR U.S. MED DVC ETF 464288810   289,619 4,660 SH   SOLE   0 0 4,660
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   29,830,961 600,825 SH   SOLE   0 0 600,825
JPMORGAN CHASE & CO. COM 46625H100   31,537,258 97,875 SH   SOLE   0 0 97,875
JONES LANG LASALLE INC COM 48020Q107   668,902 1,988 SH   SOLE   0 0 1,988
KLAVIYO INC COM SER A 49845K101   365,937 11,270 SH   SOLE   0 0 11,270
LAM RESEARCH CORP COM NEW 512807306   4,404,804 25,732 SH   SOLE   0 0 25,732
LEIDOS HOLDINGS INC COM 525327102   508,367 2,818 SH   SOLE   0 0 2,818
MARATHON PETE CORP COM 56585A102   8,723,961 53,643 SH   SOLE   0 0 53,643
MARRIOTT INTL INC NEW CL A 571903202   3,367,035 10,853 SH   SOLE   0 0 10,853
MASTERCARD INCORPORATED CL A 57636Q104   7,832,474 13,720 SH   SOLE   0 0 13,720
MERCADOLIBRE INC COM 58733R102   10,159,927 5,044 SH   SOLE   0 0 5,044
MERCURY SYS INC COM 589378108   729,443 9,991 SH   SOLE   0 0 9,991
MICROSOFT CORP COM 594918104   62,771,078 129,794 SH   SOLE   0 0 129,794
MODINE MFG CO COM 607828100   318,955 2,389 SH   SOLE   0 0 2,389
MONOLITHIC PWR SYS INC COM 609839105   378,858 418 SH   SOLE   0 0 418
NETFLIX INC COM 64110L106   229,712 2,450 SH   SOLE   0 0 2,450
VIPER ENERGY INC CL A 64361Q101   356,284 9,223 SH   SOLE   0 0 9,223
NVIDIA CORPORATION COM 67066G104   608,939,788 3,265,093 SH   SOLE   0 0 3,265,093
OKTA INC CL A 679295105   380,468 4,400 SH   SOLE   0 0 4,400
ORACLE CORP COM 68389X105   581,417 2,983 SH   SOLE   0 0 2,983
PALANTIR TECHNOLOGIES INC CL A 69608A108   10,986,017 61,806 SH   SOLE   0 0 61,806
PALO ALTO NETWORKS INC COM 697435105   1,505,467 8,173 SH   SOLE   0 0 8,173
PALOMAR HLDGS INC COM 69753M105   721,101 5,351 SH   SOLE   0 0 5,351
PAYLOCITY HLDG CORP COM 70438V106   320,250 2,100 SH   SOLE   0 0 2,100
PDD HOLDINGS INC SPONSORED ADS 722304102   6,032,575 53,202 SH   SOLE   0 0 53,202
PINTEREST INC CL A 72352L106   9,073,668 350,470 SH   SOLE   0 0 350,470
PROGRESSIVE CORP COM 743315103   554,043 2,433 SH   SOLE   0 0 2,433
QUALCOMM INC COM 747525103   23,184,972 135,545 SH   SOLE   0 0 135,545
QUANTUM COMPUTING INC COM 74766W108   1,016,315 99,056 SH   SOLE   0 0 99,056
RTX CORPORATION COM 75513E101   11,003,266 59,996 SH   SOLE   0 0 59,996
RESMED INC COM 761152107   783,309 3,252 SH   SOLE   0 0 3,252
RIGETTI COMPUTING INC COMMON STOCK 76655K103   1,538,118 69,441 SH   SOLE   0 0 69,441
ROBINHOOD MKTS INC COM CL A 770700102   31,181,670 275,700 SH   SOLE   0 0 275,700
ROBLOX CORP CL A 771049103   4,645,531 57,331 SH   SOLE   0 0 57,331
ROLLINS INC COM 775711104   1,214,085 20,228 SH   SOLE   0 0 20,228
SHELL PLC SPON ADS 780259305   4,231,713 57,590 SH   SOLE   0 0 57,590
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   619,508 11,999 SH   SOLE   0 0 11,999
SPDR GOLD TR GOLD SHS 78463V107   9,014,864 22,747 SH   SOLE   0 0 22,747
SPDR SERIES TRUST STATE STREET SPD 78464A862   2,282,074 7,096 SH   SOLE   0 0 7,096
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   393,565 4,502 SH   SOLE   0 0 4,502
SPX TECHNOLOGIES INC COM 78473E103   331,499 1,657 SH   SOLE   0 0 1,657
SCHWAB CHARLES CORP COM 808513105   544,909 5,454 SH   SOLE   0 0 5,454
SELECT SECTOR SPDR TR STATE STREET FIN 81369Y605   10,954,000 200,000 SH   SOLE   0 0 200,000
SELECT SECTOR SPDR TR STATE STREET TEC 81369Y803   35,140,229 244,080 SH   SOLE   0 0 244,080
SERVICENOW INC COM 81762P102   2,503,125 16,340 SH   SOLE   0 0 16,340
SHOPIFY INC CL A SUB VTG SHS 82509L107   18,063,731 112,218 SH   SOLE   0 0 112,218
SIMON PPTY GROUP INC NEW COM 828806109   3,979,865 21,500 SH   SOLE   0 0 21,500
SOUNDHOUND AI INC CLASS A COM 836100107   2,872,716 288,136 SH   SOLE   0 0 288,136
STATE STR CORP COM 857477103   6,388,317 49,518 SH   SOLE   0 0 49,518
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   5,460,903 17,970 SH   SOLE   0 0 17,970
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   7,565,174 29,548 SH   SOLE   0 0 29,548
TESLA INC COM 88160R101   2,194,184 4,879 SH   SOLE   0 0 4,879
THERMO FISHER SCIENTIFIC INC COM 883556102   429,952 742 SH   SOLE   0 0 742
TOAST INC CL A 888787108   1,910,296 53,796 SH   SOLE   0 0 53,796
TRADEWEB MKTS INC CL A 892672106   368,432 3,426 SH   SOLE   0 0 3,426
TRANSDIGM GROUP INC COM 893641100   470,767 354 SH   SOLE   0 0 354
TYLER TECHNOLOGIES INC COM 902252105   547,918 1,207 SH   SOLE   0 0 1,207
UBER TECHNOLOGIES INC COM 90353T100   12,966,805 158,693 SH   SOLE   0 0 158,693
UL SOLUTIONS INC CLASS A COM SHS 903731107   647,756 8,214 SH   SOLE   0 0 8,214
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   29,223,829 81,148 SH   SOLE   0 0 81,148
VANGUARD WORLD FD INF TECH ETF 92204A702   67,130,052 89,058 SH   SOLE   0 0 89,058
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   55,066,519 390,377 SH   SOLE   0 0 390,377
VEEVA SYS INC CL A COM 922475108   2,689,475 12,048 SH   SOLE   0 0 12,048
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   135,740,570 216,447 SH   SOLE   0 0 216,447
VANGUARD INDEX FDS TOTAL STK MKT 922908769   104,239,383 310,912 SH   SOLE   0 0 310,912
VERTIV HOLDINGS CO COM CL A 92537N108   236,373 1,459 SH   SOLE   0 0 1,459
VISA INC COM CL A 92826C839   16,575,957 47,264 SH   SOLE   0 0 47,264
WASTE CONNECTIONS INC COM 94106B101   333,710 1,903 SH   SOLE   0 0 1,903
WASTE MGMT INC DEL COM 94106L109   724,823 3,299 SH   SOLE   0 0 3,299
WELLS FARGO CO NEW COM 949746101   3,493,602 37,485 SH   SOLE   0 0 37,485
WERIDE INC SPONSORED ADS 950915108   524,498 60,426 SH   SOLE   0 0 60,426
WINGSTOP INC COM 974155103   218,218 915 SH   SOLE   0 0 915
WISDOMTREE TR CLOUD COMPUTNG 97717Y691   1,350,161 38,565 SH   SOLE   0 0 38,565
WORKDAY INC CL A 98138H101   2,042,128 9,508 SH   SOLE   0 0 9,508
XPENG INC ADS 98422D105   5,650,860 278,642 SH   SOLE   0 0 278,642
XOMETRY INC CLASS A COM 98423F109   602,669 10,134 SH   SOLE   0 0 10,134