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
ADOBE SYSTEMS INCORPORATEDCOM00724F1012,3594,098SH SOLE0004,098
AMAZON COM INCCOM0231351063,7551,143SH SOLE0001,143
MICROSOFT CORPCOM5949181042,2557,999SH SOLE0007,999
AT&T INCCOM00206R1022308,531SH SOLE0008,531
VERIZON COMMUNICATIONS INCCOM92343V10482715,321SH SOLE00015,321
EXXON MOBIL CORPCOM30231G1023005,107SH SOLE0005,107
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS8740391002,37021,228SH SOLE00021,228
APPLE INCCOM0378331001,2738,994SH SOLE0008,994
IDEXX LABS INCCOM45168D1043,4235,504SH SOLE0005,504
BANCO BILBAO VIZCAYA ARGENTASPONSORED ADR05946K10110716,164SH SOLE00016,164
NETFLIX INCCOM64110L106452741SH SOLE000741
ISHARES TRCORE US AGGBD ET4642872265,75950,156SH SOLE00050,156
NVIDIA CORPORATIONCOM67066G1043,14415,178SH SOLE00015,178
CINTAS CORPCOM1729081051,6944,450SH SOLE0004,450
SPDR GOLD TRGOLD SHS78463V1073872,355SH SOLE0002,355
VANGUARD INDEX FDSSM CP VAL ETF92290861114,50585,694SH SOLE00085,694
INTUITIVE SURGICAL INCCOM NEW46120E6021,7541,764SH SOLE0001,764
OLD DOMINION FREIGHT LINE INCOM6795801002,5999,087SH SOLE0009,087
ASML HOLDING N VN Y REGISTRY SHSN070592103,5774,800SH SOLE0004,800
POOL CORPCOM73278L1052,2665,216SH SOLE0005,216
MASTERCARD INCORPORATEDCL A57636Q1042,3546,772SH SOLE0006,772
LITHIA MTRS INCCOM5367971039372,954SH SOLE0002,954
MARKETAXESS HLDGS INCCOM57060D1081,5963,794SH SOLE0003,794
MERCADOLIBRE INCCOM58733R1023,6262,159SH SOLE0002,159
SPDR SER TRSPDR BLOOMBERG78468R66335,306386,027SH SOLE000386,027
MSCI INCCOM55354G1001,9233,162SH SOLE0003,162
FIRST FINL BANKSHARES INCCOM32020R1093,11767,837SH SOLE00067,837
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF9220427423223,165SH SOLE0003,165
ABERDEEN STD GOLD ETF TRPHYSCL GOLD SHS00326A10428616,968SH SOLE00016,968
PIMCO ETF TR25YR+ ZERO U S72201R88212,52886,034SH SOLE00086,034
VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C4096037,314SH SOLE0007,314
PROSHARES TRULTRAPRO QQQ74347X83128,809231,266SH SOLE000231,266
TESLA INCCOM88160R1011,9292,487SH SOLE0002,487
SHOPIFY INCCL A82509L1073,4002,508SH SOLE0002,508
PIMCO DYNAMIC INCOME FDSHS72201Y10197336,623SH SOLE00036,623
ZOOM VIDEO COMMUNICATIONS INCL A98980L1012991,142SH SOLE0001,142
SERVICENOW INCCOM81762P1022,2793,663SH SOLE0003,663
RHCOM74967X1032,4423,662SH SOLE0003,662
VEEVA SYS INCCL A COM9224751083,79613,173SH SOLE00013,173
LGI HOMES INCCOM50187T1062,52117,763SH SOLE00017,763
FIVE9 INCCOM3383071011,5419,648SH SOLE0009,648
GLOBANT S ACOML443851091,5625,560SH SOLE0005,560
WINGSTOP INCCOM9741551031,73110,561SH SOLE00010,561
PAYPAL HLDGS INCCOM70450Y1031,6056,169SH SOLE0006,169
SQUARE INCCL A8522341031,6496,877SH SOLE0006,877
SITEONE LANDSCAPE SUPPLY INCCOM82982L1032,63413,205SH SOLE00013,205
TWILIO INCCL A90138F1021,5424,834SH SOLE0004,834
THE TRADE DESK INCCOM CL A88339J1052,30932,851SH SOLE00032,851
J P MORGAN EXCHANGE-TRADED FULTRA SHRT INC46641Q8371,04520,604SH SOLE00020,604
SEA LTDSPONSORD ADS81141R1003,87212,148SH SOLE00012,148
DOCUSIGN INCCOM2561631061,5726,105SH SOLE0006,105
GOOSEHEAD INS INCCOM CL A38267D1093,89825,595SH SOLE00025,595
OSI ETF TROSHS GBL INTER67110P7041,23223,257SH SOLE00023,257
STONECO LTDCOM CL AG851581062868,236SH SOLE0008,236
CROWDSTRIKE HLDGS INCCL A22788C1052,4309,885SH SOLE0009,885
10X GENOMICS INCCL A COM88025U1092,18114,984SH SOLE00014,984
DATADOG INCCL A COM23804L1032,22715,753SH SOLE00015,753
BILL COM HLDGS INCCOM0900431003,78914,194SH SOLE00014,194
ONEWATER MARINE INCCL A COM68280L1011,65741,198SH SOLE00041,198
NCINO INCCOM63947U10794313,283SH SOLE00013,283
SNOWFLAKE INCCL A8334451099523,147SH SOLE0003,147
BENTLEY SYS INCCOM CL B08265T20885314,071SH SOLE00014,071
OLO INCCL A68134L10973724,545SH SOLE00024,545
COINBASE GLOBAL INCCOM CL A19260Q1071,6357,188SH SOLE0007,188