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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE INC COM 00724F101   6,560 13 SH   SOLE   13 0 0
ADVANCED MICRO DEVICES INC COM 007903107   8,484 47 SH   SOLE   47 0 0
ALBEMARLE CORP COM 012653101   2,410,974 18,301 SH   SOLE   18,301 0 0
ALPHABET INC CAP STK CL A 02079K305   2,612,901 17,312 SH   SOLE   17,312 0 0
AMAZON COM INC COM 023135106   2,518,827 13,964 SH   SOLE   13,964 0 0
AMERICAN TOWER CORP NEW COM 03027X100   6,719 34 SH   SOLE   34 0 0
APPLE INC COM 037833100   2,509,633 14,635 SH   SOLE   14,635 0 0
APPLIED MATLS INC COM 038222105   9,487 46 SH   SOLE   46 0 0
AUTODESK INC COM 052769106   2,789,359 10,711 SH   SOLE   10,711 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   7,138 64 SH   SOLE   64 0 0
BOEING CO COM 097023105   9,650 50 SH   SOLE   50 0 0
BROADCOM INC COM 11135F101   2,995,427 2,260 SH   SOLE   2,260 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   8,760 42 SH   SOLE   42 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   3,048,988 9,795 SH   SOLE   9,795 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   1,634 100 SH   SOLE   100 0 0
CATERPILLAR INC COM 149123101   8,428 23 SH   SOLE   23 0 0
CHARLES RIV LABS INTL INC COM 159864107   8,671 32 SH   SOLE   32 0 0
CHENIERE ENERGY INC COM NEW 16411R208   6,613 41 SH   SOLE   41 0 0
CISCO SYS INC COM 17275R102   12,478 250 SH   SOLE   250 0 0
COMCAST CORP NEW CL A 20030N101   2,290,138 52,829 SH   SOLE   52,829 0 0
COMFORT SYS USA INC COM 199908104   9,850 31 SH   SOLE   31 0 0
COPART INC COM 217204106   2,766,144 47,758 SH   SOLE   47,758 0 0
CORTEVA INC COM 22052L104   5,767 100 SH   SOLE   100 0 0
CROCS INC COM 227046109   9,491 66 SH   SOLE   66 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   8,015 25 SH   SOLE   25 0 0
DIAMONDBACK ENERGY INC COM 25278X109   2,961,651 14,945 SH   SOLE   14,945 0 0
DIODES INC COM 254543101   6,627 94 SH   SOLE   94 0 0
DOW INC COM 260557103   12,745 220 SH   SOLE   220 0 0
E L F BEAUTY INC COM 26856L103   8,626 44 SH   SOLE   44 0 0
EAGLE MATLS INC COM 26969P108   3,209,640 11,811 SH   SOLE   11,811 0 0
ELI LILLY & CO COM 532457108   2,522,147 3,242 SH   SOLE   3,242 0 0
ENSIGN GROUP INC COM 29358P101   2,680,629 21,545 SH   SOLE   21,545 0 0
ENTEGRIS INC COM 29362U104   8,714 62 SH   SOLE   62 0 0
EPAM SYS INC COM 29414B104   6,352 23 SH   SOLE   23 0 0
EXXON MOBIL CORP COM 30231G102   5,812 50 SH   SOLE   50 0 0
FISERV INC COM 337738108   2,926,145 18,309 SH   SOLE   18,309 0 0
FORTINET INC COM 34959E109   3,030,505 44,364 SH   SOLE   44,364 0 0
FREEPORT-MCMORAN INC CL B 35671D857   58,775 1,250 SH   SOLE   1,250 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   9,455 104 SH   SOLE   104 0 0
GENERAL DYNAMICS CORP COM 369550108   14,125 50 SH   SOLE   50 0 0
GENERAL ELECTRIC CO COM NEW 369604301   54,766 312 SH   SOLE   312 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   7,486 184 SH   SOLE   184 0 0
HOME DEPOT INC COM 437076102   2,844,011 7,414 SH   SOLE   7,414 0 0
INTUIT COM 461202103   2,759,250 4,245 SH   SOLE   4,245 0 0
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241   22,506,873 372,507 SH   SOLE   372,472 0 35
INVESCO QQQ TR UNIT SER 1 46090E103   20,001,319 45,047 SH   SOLE   45,022 0 25
ISHARES TR CORE S&P SCP ETF 464287804   2,617,888 23,687 SH   SOLE   23,687 0 0
ISHARES U S ETF TR BLACKROCK SH DUR 46431W507   505,912 10,026 SH   SOLE   10,026 0 0
JPMORGAN CHASE & CO COM 46625H100   37,256 186 SH   SOLE   186 0 0
KINSALE CAP GROUP INC COM 49714P108   3,058,185 5,828 SH   SOLE   5,828 0 0
KLA CORP COM NEW 482480100   3,025,712 4,331 SH   SOLE   4,331 0 0
LAM RESEARCH CORP COM 512807108   3,033,242 3,122 SH   SOLE   3,122 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   78,230 1,000 SH   SOLE   1,000 0 0
LULULEMON ATHLETICA INC COM 550021109   5,860 15 SH   SOLE   15 0 0
MASCO CORP COM 574599106   3,128,697 39,664 SH   SOLE   39,664 0 0
MEDPACE HLDGS INC COM 58506Q109   3,000,410 7,424 SH   SOLE   7,424 0 0
MERCK & CO INC COM 58933Y105   2,810,535 21,300 SH   SOLE   21,300 0 0
MICROSOFT CORP COM 594918104   2,900,023 6,893 SH   SOLE   6,893 0 0
MODERNA INC COM 60770K107   5,328 50 SH   SOLE   50 0 0
MONOLITHIC PWR SYS INC COM 609839105   8,130 12 SH   SOLE   12 0 0
MSCI INC COM 55354G100   7,286 13 SH   SOLE   13 0 0
MURPHY USA INC COM 626755102   2,511,428 5,991 SH   SOLE   5,991 0 0
NETFLIX INC COM 64110L106   7,896 13 SH   SOLE   13 0 0
NVIDIA CORPORATION COM 67066G104   3,601,736 3,986 SH   SOLE   3,986 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   2,455,395 11,196 SH   SOLE   11,196 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   6,774 6 SH   SOLE   6 0 0
OSISKO GOLD ROYALTIES LTD COM 68827L101   8,210 500 SH   SOLE   500 0 0
PARKER-HANNIFIN CORP COM 701094104   2,999,043 5,396 SH   SOLE   5,396 0 0
PHOTRONICS INC COM 719405102   7,817 276 SH   SOLE   276 0 0
PROSHARES TR PSHS ULTRA QQQ 74347R206   13,122 150 SH   SOLE   150 0 0
QUALYS INC COM 74758T303   2,183,328 13,084 SH   SOLE   13,084 0 0
SALESFORCE INC COM 79466L302   2,432,631 8,077 SH   SOLE   8,077 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   25,883 321 SH   SOLE   161 0 160
SERVICENOW INC COM 81762P102   3,033,590 3,979 SH   SOLE   3,979 0 0
SPDR GOLD TR GOLD SHS 78463V107   10,286 50 SH   SOLE   50 0 0
SPDR SER TR PORTFOLIO S&P500 78464A854   47,532,729 772,513 SH   SOLE   772,112 0 401
SYNOPSYS INC COM 871607107   42,291 74 SH   SOLE   74 0 0
TESLA INC COM 88160R101   5,450 31 SH   SOLE   31 0 0
THE TRADE DESK INC COM CL A 88339J105   8,830 101 SH   SOLE   101 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   2,760,167 4,749 SH   SOLE   4,749 0 0
TRACTOR SUPPLY CO COM 892356106   2,889,651 11,041 SH   SOLE   11,041 0 0
UNITED RENTALS INC COM 911363109   3,206,056 4,446 SH   SOLE   4,446 0 0
UNITEDHEALTH GROUP INC COM 91324P102   2,243,465 4,535 SH   SOLE   4,535 0 0
VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643   61,827,826 687,740 SH   SOLE   687,382 0 358
VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828   4,562,324 44,949 SH   SOLE   44,917 0 32
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706   275,068 4,698 SH   SOLE   4,698 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   39,185,667 486,718 SH   SOLE   486,713 0 5
VEEVA SYS INC CL A COM 922475108   2,642,657 11,406 SH   SOLE   11,406 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   2,433,655 5,822 SH   SOLE   5,822 0 0
VISA INC COM CL A 92826C839   2,588,467 9,275 SH   SOLE   9,275 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   2,633,055 6,654 SH   SOLE   6,654 0 0
WILLIAMS COS INC COM 969457100   2,514,345 64,520 SH   SOLE   64,520 0 0
WILLIAMS SONOMA INC COM 969904101   8,256 26 SH   SOLE   26 0 0
WORKDAY INC CL A 98138H101   7,092 26 SH   SOLE   26 0 0