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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
SPDR S&P 500 ETF TR TR UNIT 78462F103 438 1,106 SH   SOLE 0 0 0 1,106
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,865 3,923 SH   SOLE 0 0 0 3,923
AMAZON COM INC COM 023135106 3,255 1,052 SH   SOLE 0 0 0 1,052
MICROSOFT CORP COM 594918104 1,625 6,891 SH   SOLE 0 0 0 6,891
VERIZON COMMUNICATIONS INC COM 92343V104 872 14,989 SH   SOLE 0 0 0 14,989
DEERE & CO COM 244199105 609 1,627 SH   SOLE 0 0 0 1,627
EXXON MOBIL CORP COM 30231G102 285 5,104 SH   SOLE 0 0 0 5,104
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2,491 21,059 SH   SOLE 0 0 0 21,059
ISHARES TR 20 YR TR BD ETF 464287432 936 6,911 SH   SOLE 0 0 0 6,911
INTUIT COM 461202103 208 544 SH   SOLE 0 0 0 544
APPLE INC COM 037833100 874 7,159 SH   SOLE 0 0 0 7,159
AMERICAN WTR WKS CO INC NEW COM 030420103 210 1,402 SH   SOLE 0 0 0 1,402
IDEXX LABS INC COM 45168D104 2,317 4,736 SH   SOLE 0 0 0 4,736
QUIDEL CORP COM 74838J101 740 5,784 SH   SOLE 0 0 0 5,784
NETFLIX INC COM 64110L106 379 727 SH   SOLE 0 0 0 727
ISHARES TR CORE US AGGBD ET 464287226 1,989 17,472 SH   SOLE 0 0 0 17,472
AMEDISYS INC COM 023436108 1,080 4,079 SH   SOLE 0 0 0 4,079
CINTAS CORP COM 172908105 1,441 4,222 SH   SOLE 0 0 0 4,222
SPDR GOLD TR GOLD SHS 78463V107 390 2,435 SH   SOLE 0 0 0 2,435
VANGUARD INDEX FDS SM CP VAL ETF 922908611 24,108 145,569 SH   SOLE 0 0 0 145,569
INTUITIVE SURGICAL INC COM NEW 46120E602 1,357 1,837 SH   SOLE 0 0 0 1,837
BRIGHT HORIZONS FAM SOL IN D COM 109194100 1,448 8,447 SH   SOLE 0 0 0 8,447
OLD DOMINION FREIGHT LINE IN COM 679580100 1,672 6,954 SH   SOLE 0 0 0 6,954
ASML HOLDING N V N Y REGISTRY SHS N07059210 2,766 4,481 SH   SOLE 0 0 0 4,481
POOL CORP COM 73278L105 1,407 4,075 SH   SOLE 0 0 0 4,075
MASTERCARD INCORPORATED CL A 57636Q104 1,972 5,540 SH   SOLE 0 0 0 5,540
LITHIA MTRS INC CL A 536797103 435 1,114 SH   SOLE 0 0 0 1,114
COSTAR GROUP INC COM 22160N109 1,317 1,602 SH   SOLE 0 0 0 1,602
MARKETAXESS HLDGS INC COM 57060D108 2,177 4,372 SH   SOLE 0 0 0 4,372
MERCADOLIBRE INC COM 58733R102 2,738 1,860 SH   SOLE 0 0 0 1,860
SPDR SER TR SPDR BLOOMBERG 78468R663 24,474 267,477 SH   SOLE 0 0 0 267,477
INVESCO DB US DLR INDEX TR BULLISH FD 46141D203 216 8,607 SH   SOLE 0 0 0 8,607
MSCI INC COM 55354G100 1,435 3,422 SH   SOLE 0 0 0 3,422
SPDR SER TR PORTFOLIO LN TSR 78464A664 806 20,671 SH   SOLE 0 0 0 20,671
FIRST FINL BANKSHARES COM 32020R109 2,589 55,401 SH   SOLE 0 0 0 55,401
VANGUARD WORLD FD EXTENDED DUR 921910709 1,112 8,863 SH   SOLE 0 0 0 8,863
ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 327 19,910 SH   SOLE 0 0 0 19,910
PIMCO ETF TR 25YR+ ZERO U S 72201R882 11,537 87,451 SH   SOLE 0 0 0 87,451
PROSHARES TR ULTRAPRO QQQ 74347X831 23,872 261,579 SH   SOLE 0 0 0 261,579
TESLA INC COM 88160R101 321 480 SH   SOLE 0 0 0 480
SHOPIFY INC CL A 82509L107 2,984 2,697 SH   SOLE 0 0 0 2,697
PIMCO DYNAMIC INCOME FD SHS 72201Y101 1,268 45,033 SH   SOLE 0 0 0 45,033
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 368 1,146 SH   SOLE 0 0 0 1,146
SERVICENOW INC COM 81762P102 1,376 2,752 SH   SOLE 0 0 0 2,752
RH COM 74967X103 609 1,021 SH   SOLE 0 0 0 1,021
VEEVA SYS INC CL A COM 922475108 3,072 11,759 SH   SOLE 0 0 0 11,759
LGI HOMES INC COM 50187T106 2,076 13,901 SH   SOLE 0 0 0 13,901
FIVE9 INC COM 338307101 1,296 8,288 SH   SOLE 0 0 0 8,288
PAYCOM SOFTWARE INC COM 70432V102 1,642 4,436 SH   SOLE 0 0 0 4,436
GLOBANT S A COM L44385109 1,376 6,626 SH   SOLE 0 0 0 6,626
WINGSTOP INC COM 974155103 1,270 9,985 SH   SOLE 0 0 0 9,985
TELADOC HEALTH INC COM 87918A105 918 5,049 SH   SOLE 0 0 0 5,049
PAYPAL HLDGS INC COM 70450Y103 1,421 5,852 SH   SOLE 0 0 0 5,852
SQUARE INC CL A 852234103 316 1,390 SH   SOLE 0 0 0 1,390
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 1,455 8,520 SH   SOLE 0 0 0 8,520
TWILIO INC CL A 90138F102 1,276 3,744 SH   SOLE 0 0 0 3,744
THE TRADE DESK INC COM CL A 88339J105 1,441 2,212 SH   SOLE 0 0 0 2,212
COUPA SOFTWARE INC COM 22266L106 857 3,369 SH   SOLE 0 0 0 3,369
BLACKLINE INC COM 09239B109 296 2,731 SH   SOLE 0 0 0 2,731
OKTA INC CL A 679295105 962 4,362 SH   SOLE 0 0 0 4,362
J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 2,213 43,596 SH   SOLE 0 0 0 43,596
MONGODB INC CL A 60937P106 200 748 SH   SOLE 0 0 0 748
SEA LTD SPONSORD ADS 81141R100 2,130 9,542 SH   SOLE 0 0 0 9,542
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,203 4,488 SH   SOLE 0 0 0 4,488
BILIBILI INC SPONS ADS REP Z 090040106 1,668 15,576 SH   SOLE 0 0 0 15,576
DOCUSIGN INC COM 256163106 1,314 6,489 SH   SOLE 0 0 0 6,489
GOOSEHEAD INS INC COM CL A 38267D109 2,037 19,001 SH   SOLE 0 0 0 19,001
OSI ETF TR OSHS GBL INTER 67110P704 1,276 24,474 SH   SOLE 0 0 0 24,474
AVALARA INC COM 05338G106 1,457 10,916 SH   SOLE 0 0 0 10,916
STONECO LTD COM CL A G85158106 1,178 19,236 SH   SOLE 0 0 0 19,236
FUTU HLDGS LTD SPON ADS CL A 36118L106 2,009 12,647 SH   SOLE 0 0 0 12,647
GSX TECHEDU INC SPONSORED ADS 36257Y109 344 10,149 SH   SOLE 0 0 0 10,149
FIVERR INTL LTD ORD SHS M4R82T106 319 1,471 SH   SOLE 0 0 0 1,471
CROWDSTRIKE HLDGS INC CL A 22788C105 1,355 7,423 SH   SOLE 0 0 0 7,423
10X GENOMICS INC CL A COM 88025U109 1,443 7,971 SH   SOLE 0 0 0 7,971
DATADOG INC CL A COM 23804L103 3,197 38,356 SH   SOLE 0 0 0 38,356
BILL COM HLDGS INC COM 090043100 2,276 15,640 SH   SOLE 0 0 0 15,640
SNOWFLAKE INC CL A 833445109 1,187 5,179 SH   SOLE 0 0 0 5,179
ABCELLERA BIOLOGICS INC COM 00288U106 300 8,840 SH   SOLE 0 0 0 8,840