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
ADOBE SYSTEMS INCORPORATED COM 00724F101 2,450 4,184 SH   SOLE 0 0 0 4,184
AMAZON COM INC COM 023135106 3,516 1,022 SH   SOLE 0 0 0 1,022
MICROSOFT CORP COM 594918104 1,704 6,291 SH   SOLE 0 0 0 6,291
AT&T INC COM 00206R102 345 11,974 SH   SOLE 0 0 0 11,974
VERIZON COMMUNICATIONS INC COM 92343V104 849 15,151 SH   SOLE 0 0 0 15,151
DEERE & CO COM 244199105 2,966 8,408 SH   SOLE 0 0 0 8,408
EXXON MOBIL CORP COM 30231G102 323 5,113 SH   SOLE 0 0 0 5,113
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 3,224 26,827 SH   SOLE 0 0 0 26,827
APPLE INC COM 037833100 1,117 8,155 SH   SOLE 0 0 0 8,155
IDEXX LABS INC COM 45168D104 3,331 5,275 SH   SOLE 0 0 0 5,275
NETFLIX INC COM 64110L106 391 741 SH   SOLE 0 0 0 741
ISHARES TR CORE US AGGBD ET 464287226 658 5,709 SH   SOLE 0 0 0 5,709
CINTAS CORP COM 172908105 1,566 4,098 SH   SOLE 0 0 0 4,098
SPDR GOLD TR GOLD SHS 78463V107 380 2,294 SH   SOLE 0 0 0 2,294
VANGUARD INDEX FDS SM CP VAL ETF 922908611 25,408 146,306 SH   SOLE 0 0 0 146,306
INTUITIVE SURGICAL INC COM NEW 46120E602 1,621 1,763 SH   SOLE 0 0 0 1,763
OLD DOMINION FREIGHT LINE IN COM 679580100 2,937 11,574 SH   SOLE 0 0 0 11,574
ASML HOLDING N V N Y REGISTRY SHS N07059210 3,232 4,679 SH   SOLE 0 0 0 4,679
POOL CORP COM 73278L105 2,092 4,561 SH   SOLE 0 0 0 4,561
MASTERCARD INCORPORATED CL A 57636Q104 2,111 5,782 SH   SOLE 0 0 0 5,782
LITHIA MTRS INC CL A 536797103 2,254 6,561 SH   SOLE 0 0 0 6,561
MARKETAXESS HLDGS INC COM 57060D108 2,130 4,595 SH   SOLE 0 0 0 4,595
MERCADOLIBRE INC COM 58733R102 3,262 2,094 SH   SOLE 0 0 0 2,094
SPDR SER TR SPDR BLOOMBERG 78468R663 28,895 315,893 SH   SOLE 0 0 0 315,893
MSCI INC COM 55354G100 1,675 3,142 SH   SOLE 0 0 0 3,142
FIRST FINL BANKSHARES COM 32020R109 3,418 69,575 SH   SOLE 0 0 0 69,575
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 294 2,839 SH   SOLE 0 0 0 2,839
ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 301 17,731 SH   SOLE 0 0 0 17,731
PIMCO ETF TR 25YR+ ZERO U S 72201R882 13,893 95,704 SH   SOLE 0 0 0 95,704
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 422 5,101 SH   SOLE 0 0 0 5,101
PROSHARES TR ULTRAPRO QQQ 74347X831 26,756 218,419 SH   SOLE 0 0 0 218,419
TESLA INC COM 88160R101 1,568 2,307 SH   SOLE 0 0 0 2,307
SHOPIFY INC CL A 82509L107 3,628 2,483 SH   SOLE 0 0 0 2,483
PIMCO DYNAMIC INCOME FD SHS 72201Y101 1,285 44,612 SH   SOLE 0 0 0 44,612
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 442 1,142 SH   SOLE 0 0 0 1,142
SERVICENOW INC COM 81762P102 1,575 2,866 SH   SOLE 0 0 0 2,866
RH COM 74967X103 3,233 4,762 SH   SOLE 0 0 0 4,762
VEEVA SYS INC CL A COM 922475108 3,801 12,224 SH   SOLE 0 0 0 12,224
LGI HOMES INC COM 50187T106 3,300 20,377 SH   SOLE 0 0 0 20,377
FIVE9 INC COM 338307101 1,571 8,566 SH   SOLE 0 0 0 8,566
GLOBANT S A COM L44385109 1,462 6,670 SH   SOLE 0 0 0 6,670
BLACKROCK SCIENCE & TECHNOLO SHS 09258G104 211 3,535 SH   SOLE 0 0 0 3,535
FRESHPET INC COM 358039105 1,406 8,626 SH   SOLE 0 0 0 8,626
WINGSTOP INC COM 974155103 1,651 10,472 SH   SOLE 0 0 0 10,472
PAYPAL HLDGS INC COM 70450Y103 1,664 5,710 SH   SOLE 0 0 0 5,710
SQUARE INC CL A 852234103 1,583 6,491 SH   SOLE 0 0 0 6,491
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 2,946 17,406 SH   SOLE 0 0 0 17,406
TWILIO INC CL A 90138F102 1,760 4,464 SH   SOLE 0 0 0 4,464
THE TRADE DESK INC COM CL A 88339J105 2,273 29,384 SH   SOLE 0 0 0 29,384
J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 1,626 32,051 SH   SOLE 0 0 0 32,051
SEA LTD SPONSORD ADS 81141R100 3,389 12,343 SH   SOLE 0 0 0 12,343
BILIBILI INC SPONS ADS REP Z 090040106 3,459 28,393 SH   SOLE 0 0 0 28,393
DOCUSIGN INC COM 256163106 1,526 5,459 SH   SOLE 0 0 0 5,459
GOOSEHEAD INS INC COM CL A 38267D109 3,248 25,517 SH   SOLE 0 0 0 25,517
OSI ETF TR OSHS GBL INTER 67110P704 1,746 30,589 SH   SOLE 0 0 0 30,589
STONECO LTD COM CL A G85158106 1,516 22,611 SH   SOLE 0 0 0 22,611
FUTU HLDGS LTD SPON ADS CL A 36118L106 2,396 13,378 SH   SOLE 0 0 0 13,378
GSX TECHEDU INC SPONSORED ADS 36257Y109 148 10,030 SH   SOLE 0 0 0 10,030
CROWDSTRIKE HLDGS INC CL A 22788C105 2,499 9,943 SH   SOLE 0 0 0 9,943
10X GENOMICS INC CL A COM 88025U109 2,383 12,171 SH   SOLE 0 0 0 12,171
DATADOG INC CL A COM 23804L103 2,626 25,235 SH   SOLE 0 0 0 25,235
BILL COM HLDGS INC COM 090043100 3,136 17,120 SH   SOLE 0 0 0 17,120
ONEWATER MARINE INC CL A COM 68280L101 1,476 35,124 SH   SOLE 0 0 0 35,124
NCINO INC COM 63947U107 784 13,087 SH   SOLE 0 0 0 13,087
SNOWFLAKE INC CL A 833445109 794 3,284 SH   SOLE 0 0 0 3,284
BENTLEY SYS INC COM CL B 08265T208 889 13,720 SH   SOLE 0 0 0 13,720
OLO INC CL A 68134L109 861 23,025 SH   SOLE 0 0 0 23,025