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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
SPDR S&P 500 ETF TRTR UNIT78462F1034381,106SH SOLE0001,106
ADOBE SYSTEMS INCORPORATEDCOM00724F1011,8653,923SH SOLE0003,923
AMAZON COM INCCOM0231351063,2551,052SH SOLE0001,052
MICROSOFT CORPCOM5949181041,6256,891SH SOLE0006,891
VERIZON COMMUNICATIONS INCCOM92343V10487214,989SH SOLE00014,989
DEERE & COCOM2441991056091,627SH SOLE0001,627
EXXON MOBIL CORPCOM30231G1022855,104SH SOLE0005,104
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS8740391002,49121,059SH SOLE00021,059
ISHARES TR20 YR TR BD ETF4642874329366,911SH SOLE0006,911
INTUITCOM461202103208544SH SOLE000544
APPLE INCCOM0378331008747,159SH SOLE0007,159
AMERICAN WTR WKS CO INC NEWCOM0304201032101,402SH SOLE0001,402
IDEXX LABS INCCOM45168D1042,3174,736SH SOLE0004,736
QUIDEL CORPCOM74838J1017405,784SH SOLE0005,784
NETFLIX INCCOM64110L106379727SH SOLE000727
ISHARES TRCORE US AGGBD ET4642872261,98917,472SH SOLE00017,472
AMEDISYS INCCOM0234361081,0804,079SH SOLE0004,079
CINTAS CORPCOM1729081051,4414,222SH SOLE0004,222
SPDR GOLD TRGOLD SHS78463V1073902,435SH SOLE0002,435
VANGUARD INDEX FDSSM CP VAL ETF92290861124,108145,569SH SOLE000145,569
INTUITIVE SURGICAL INCCOM NEW46120E6021,3571,837SH SOLE0001,837
BRIGHT HORIZONS FAM SOL IN DCOM1091941001,4488,447SH SOLE0008,447
OLD DOMINION FREIGHT LINE INCOM6795801001,6726,954SH SOLE0006,954
ASML HOLDING N VN Y REGISTRY SHSN070592102,7664,481SH SOLE0004,481
POOL CORPCOM73278L1051,4074,075SH SOLE0004,075
MASTERCARD INCORPORATEDCL A57636Q1041,9725,540SH SOLE0005,540
LITHIA MTRS INCCL A5367971034351,114SH SOLE0001,114
COSTAR GROUP INCCOM22160N1091,3171,602SH SOLE0001,602
MARKETAXESS HLDGS INCCOM57060D1082,1774,372SH SOLE0004,372
MERCADOLIBRE INCCOM58733R1022,7381,860SH SOLE0001,860
SPDR SER TRSPDR BLOOMBERG78468R66324,474267,477SH SOLE000267,477
INVESCO DB US DLR INDEX TRBULLISH FD46141D2032168,607SH SOLE0008,607
MSCI INCCOM55354G1001,4353,422SH SOLE0003,422
SPDR SER TRPORTFOLIO LN TSR78464A66480620,671SH SOLE00020,671
FIRST FINL BANKSHARESCOM32020R1092,58955,401SH SOLE00055,401
VANGUARD WORLD FDEXTENDED DUR9219107091,1128,863SH SOLE0008,863
ABERDEEN STD GOLD ETF TRPHYSCL GOLD SHS00326A10432719,910SH SOLE00019,910
PIMCO ETF TR25YR+ ZERO U S72201R88211,53787,451SH SOLE00087,451
PROSHARES TRULTRAPRO QQQ74347X83123,872261,579SH SOLE000261,579
TESLA INCCOM88160R101321480SH SOLE000480
SHOPIFY INCCL A82509L1072,9842,697SH SOLE0002,697
PIMCO DYNAMIC INCOME FDSHS72201Y1011,26845,033SH SOLE00045,033
ZOOM VIDEO COMMUNICATIONS INCL A98980L1013681,146SH SOLE0001,146
SERVICENOW INCCOM81762P1021,3762,752SH SOLE0002,752
RHCOM74967X1036091,021SH SOLE0001,021
VEEVA SYS INCCL A COM9224751083,07211,759SH SOLE00011,759
LGI HOMES INCCOM50187T1062,07613,901SH SOLE00013,901
FIVE9 INCCOM3383071011,2968,288SH SOLE0008,288
PAYCOM SOFTWARE INCCOM70432V1021,6424,436SH SOLE0004,436
GLOBANT S ACOML443851091,3766,626SH SOLE0006,626
WINGSTOP INCCOM9741551031,2709,985SH SOLE0009,985
TELADOC HEALTH INCCOM87918A1059185,049SH SOLE0005,049
PAYPAL HLDGS INCCOM70450Y1031,4215,852SH SOLE0005,852
SQUARE INCCL A8522341033161,390SH SOLE0001,390
SITEONE LANDSCAPE SUPPLY INCCOM82982L1031,4558,520SH SOLE0008,520
TWILIO INCCL A90138F1021,2763,744SH SOLE0003,744
THE TRADE DESK INCCOM CL A88339J1051,4412,212SH SOLE0002,212
COUPA SOFTWARE INCCOM22266L1068573,369SH SOLE0003,369
BLACKLINE INCCOM09239B1092962,731SH SOLE0002,731
OKTA INCCL A6792951059624,362SH SOLE0004,362
J P MORGAN EXCHANGE-TRADED FULTRA SHRT INC46641Q8372,21343,596SH SOLE00043,596
MONGODB INCCL A60937P106200748SH SOLE000748
SEA LTDSPONSORD ADS81141R1002,1309,542SH SOLE0009,542
SPOTIFY TECHNOLOGY S ASHSL8681T1021,2034,488SH SOLE0004,488
BILIBILI INCSPONS ADS REP Z0900401061,66815,576SH SOLE00015,576
DOCUSIGN INCCOM2561631061,3146,489SH SOLE0006,489
GOOSEHEAD INS INCCOM CL A38267D1092,03719,001SH SOLE00019,001
OSI ETF TROSHS GBL INTER67110P7041,27624,474SH SOLE00024,474
AVALARA INCCOM05338G1061,45710,916SH SOLE00010,916
STONECO LTDCOM CL AG851581061,17819,236SH SOLE00019,236
FUTU HLDGS LTDSPON ADS CL A36118L1062,00912,647SH SOLE00012,647
GSX TECHEDU INCSPONSORED ADS36257Y10934410,149SH SOLE00010,149
FIVERR INTL LTDORD SHSM4R82T1063191,471SH SOLE0001,471
CROWDSTRIKE HLDGS INCCL A22788C1051,3557,423SH SOLE0007,423
10X GENOMICS INCCL A COM88025U1091,4437,971SH SOLE0007,971
DATADOG INCCL A COM23804L1033,19738,356SH SOLE00038,356
BILL COM HLDGS INCCOM0900431002,27615,640SH SOLE00015,640
SNOWFLAKE INCCL A8334451091,1875,179SH SOLE0005,179
ABCELLERA BIOLOGICS INCCOM00288U1063008,840SH SOLE0008,840