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
MICROSOFT CORP COM 594918104   22,674,663 53,895 SH   SOLE   0 0 53,895
NVIDIA CORPORATION COM 67066G104   21,525,510 23,823 SH   SOLE   0 0 23,823
APPLE INC COM 037833100   19,102,400 111,397 SH   SOLE   0 0 111,397
ELI LILLY & CO COM 532457108   18,735,611 24,083 SH   SOLE   0 0 24,083
MICRON TECHNOLOGY INC COM 595112103   16,673,183 141,430 SH   SOLE   0 0 141,430
AMAZON COM INC COM 023135106   16,313,026 90,437 SH   SOLE   0 0 90,437
ALPHABET INC CAP STK CL A 02079K305   14,112,106 93,501 SH   SOLE   0 0 93,501
BROADCOM INC COM 11135F101   12,556,934 9,474 SH   SOLE   0 0 9,474
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   8,783,401 20,887 SH   SOLE   0 0 20,887
ABBVIE INC COM 00287Y109   8,541,036 46,903 SH   SOLE   0 0 46,903
ADVANCED MICRO DEVICES INC COM 007903107   7,721,904 42,783 SH   SOLE   0 0 42,783
ARISTA NETWORKS INC COM 040413106   7,316,485 25,231 SH   SOLE   0 0 25,231
LINDE PLC SHS G54950103   7,237,356 15,587 SH   SOLE   0 0 15,587
ARM HOLDINGS PLC SPONSORED ADR 042068205   6,960,943 55,692 SH   SOLE   0 0 55,692
MERCK & CO INC COM 58933Y105   6,893,596 52,244 SH   SOLE   0 0 52,244
VISA INC COM CL A 92826C839   6,573,729 23,555 SH   SOLE   0 0 23,555
SYNOPSYS INC COM 871607107   6,463,094 11,309 SH   SOLE   0 0 11,309
KLA CORP COM NEW 482480100   5,962,994 8,536 SH   SOLE   0 0 8,536
COSTCO WHSL CORP NEW COM 22160K105   5,497,546 7,504 SH   SOLE   0 0 7,504
DATADOG INC CL A COM 23804L103   5,478,446 44,324 SH   SOLE   0 0 44,324
T-MOBILE US INC COM 872590104   5,068,634 31,054 SH   SOLE   0 0 31,054
MCKESSON CORP COM 58155Q103   5,010,958 9,334 SH   SOLE   0 0 9,334
CADENCE DESIGN SYSTEM INC COM 127387108   4,967,406 15,958 SH   SOLE   0 0 15,958
ASML HOLDING N V N Y REGISTRY SHS N07059210   4,893,110 5,042 SH   SOLE   0 0 5,042
CATERPILLAR INC COM 149123101   4,682,975 12,780 SH   SOLE   0 0 12,780
CYBERARK SOFTWARE LTD SHS M2682V108   4,454,881 16,771 SH   SOLE   0 0 16,771
NETFLIX INC COM 64110L106   4,288,964 7,062 SH   SOLE   0 0 7,062
CROWDSTRIKE HLDGS INC CL A 22788C105   4,030,457 12,572 SH   SOLE   0 0 12,572
SERVICENOW INC COM 81762P102   3,966,005 5,202 SH   SOLE   0 0 5,202
VERTIV HOLDINGS CO COM CL A 92537N108   3,929,960 48,120 SH   SOLE   0 0 48,120
SHELL PLC SPON ADS 780259305   3,825,772 57,067 SH   SOLE   0 0 57,067
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   3,783,142 27,807 SH   SOLE   0 0 27,807
PACCAR INC COM 693718108   3,734,045 30,140 SH   SOLE   0 0 30,140
MARVELL TECHNOLOGY INC COM 573874104   3,716,026 52,427 SH   SOLE   0 0 52,427
TJX COS INC NEW COM 872540109   3,580,735 35,306 SH   SOLE   0 0 35,306
THERMO FISHER SCIENTIFIC INC COM 883556102   3,534,338 6,081 SH   SOLE   0 0 6,081
COHERENT CORP COM 19247G107   3,374,715 55,670 SH   SOLE   0 0 55,670
CHUBB LIMITED COM H1467J104   3,211,657 12,394 SH   SOLE   0 0 12,394
DELL TECHNOLOGIES INC CL C 24703L202   3,164,613 27,733 SH   SOLE   0 0 27,733
SPDR S&P 500 ETF TR TR UNIT 78462F103   3,098,667 5,924 SH   SOLE   0 0 5,924
LAM RESEARCH CORP COM 512807108   3,059,474 3,149 SH   SOLE   0 0 3,149
DREAM FINDERS HOMES INC COM CL A 26154D100   3,039,235 69,500 SH   SOLE   0 0 69,500
DANAHER CORPORATION COM 235851102   2,818,839 11,288 SH   SOLE   0 0 11,288
MASTERCARD INCORPORATED CL A 57636Q104   2,791,180 5,796 SH   SOLE   0 0 5,796
PPG INDS INC COM 693506107   2,757,157 19,028 SH   SOLE   0 0 19,028
AMERICAN TOWER CORP NEW COM 03027X100   2,526,188 12,785 SH   SOLE   0 0 12,785
HONEYWELL INTL INC COM 438516106   2,277,044 11,094 SH   SOLE   0 0 11,094
WORKDAY INC CL A 98138H101   2,176,000 7,978 SH   SOLE   0 0 7,978
CANADIAN NAT RES LTD COM 136385101   1,911,892 25,051 SH   SOLE   0 0 25,051
MONDAY COM LTD SHS M7S64H106   1,714,353 7,590 SH   SOLE   0 0 7,590
ANALOG DEVICES INC COM 032654105   1,618,318 8,182 SH   SOLE   0 0 8,182
ALPHABET INC CAP STK CL C 02079K107   1,599,948 10,508 SH   SOLE   0 0 10,508
PEPSICO INC COM 713448108   1,544,288 8,824 SH   SOLE   0 0 8,824
AIRBNB INC COM CL A 009066101   1,492,888 9,050 SH   SOLE   0 0 9,050
EASTMAN CHEM CO COM 277432100   1,332,325 13,294 SH   SOLE   0 0 13,294
KINETIK HOLDINGS INC COM NEW CL A 02215L209   1,315,670 32,999 SH   SOLE   0 0 32,999
EXXON MOBIL CORP COM 30231G102   1,287,358 11,075 SH   SOLE   0 0 11,075
ABBOTT LABS COM 002824100   1,263,331 11,115 SH   SOLE   0 0 11,115
CLOUDFLARE INC CL A COM 18915M107   1,252,980 12,940 SH   SOLE   0 0 12,940
STRYKER CORPORATION COM 863667101   1,201,370 3,357 SH   SOLE   0 0 3,357
AT&T INC COM 00206R102   1,190,464 67,640 SH   SOLE   0 0 67,640
INTERCONTINENTAL EXCHANGE IN COM 45866F104   1,165,819 8,483 SH   SOLE   0 0 8,483
EATON CORP PLC SHS G29183103   1,127,524 3,606 SH   SOLE   0 0 3,606
COMMUNITY WEST BANCSHARES COM 204157101   1,110,582 71,743 SH   SOLE   0 0 71,743
INTUITIVE SURGICAL INC COM NEW 46120E602   1,064,373 2,667 SH   SOLE   0 0 2,667
PROCTER AND GAMBLE CO COM 742718109   1,064,198 6,559 SH   SOLE   0 0 6,559
GILEAD SCIENCES INC COM 375558103   1,039,564 14,192 SH   SOLE   0 0 14,192
WESTERN ALLIANCE BANCORP COM 957638109   1,032,304 16,082 SH   SOLE   0 0 16,082
ECOLAB INC COM 278865100   1,009,726 4,373 SH   SOLE   0 0 4,373
ULTA BEAUTY INC COM 90384S303   999,747 1,912 SH   SOLE   0 0 1,912
METLIFE INC COM 59156R108   967,358 13,053 SH   SOLE   0 0 13,053
HOME DEPOT INC COM 437076102   963,411 2,511 SH   SOLE   0 0 2,511
BRIXMOR PPTY GROUP INC COM 11120U105   943,628 40,240 SH   SOLE   0 0 40,240
ILLINOIS TOOL WKS INC COM 452308109   913,127 3,403 SH   SOLE   0 0 3,403
VICI PPTYS INC COM 925652109   892,717 29,967 SH   SOLE   0 0 29,967
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   880,736 2,541 SH   SOLE   0 0 2,541
HEWLETT PACKARD ENTERPRISE C COM 42824C109   866,306 48,861 SH   SOLE   0 0 48,861
PHILLIPS 66 COM 718546104   849,695 5,202 SH   SOLE   0 0 5,202
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   833,991 8,154 SH   SOLE   0 0 8,154
TOTALENERGIES SE SPONSORED ADS 89151E109   794,298 11,540 SH   SOLE   0 0 11,540
FLYWIRE CORPORATION COM VTG 302492103   783,004 31,560 SH   SOLE   0 0 31,560
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   782,470 3,757 SH   SOLE   0 0 3,757
INVESCO QQQ TR UNIT SER 1 46090E103   781,014 1,759 SH   SOLE   0 0 1,759
MONGODB INC CL A 60937P106   780,759 2,177 SH   SOLE   0 0 2,177
CISCO SYS INC COM 17275R102   760,129 15,230 SH   SOLE   0 0 15,230
THE TRADE DESK INC COM CL A 88339J105   751,812 8,600 SH   SOLE   0 0 8,600
VERTEX PHARMACEUTICALS INC COM 92532F100   744,058 1,780 SH   SOLE   0 0 1,780
NEXTERA ENERGY INC COM 65339F101   740,270 11,583 SH   SOLE   0 0 11,583
CVS HEALTH CORP COM 126650100   740,173 9,280 SH   SOLE   0 0 9,280
CALAVO GROWERS INC COM 128246105   731,792 26,314 SH   SOLE   0 0 26,314
TRANE TECHNOLOGIES PLC SHS G8994E103   709,973 2,365 SH   SOLE   0 0 2,365
ENI S P A SPONSORED ADR 26874R108   675,541 21,297 SH   SOLE   0 0 21,297
CHEVRON CORP NEW COM 166764100   645,630 4,093 SH   SOLE   0 0 4,093
TRIMAS CORP COM NEW 896215209   636,361 23,807 SH   SOLE   0 0 23,807
MICROCHIP TECHNOLOGY INC. COM 595017104   626,086 6,979 SH   SOLE   0 0 6,979
BP PLC SPONSORED ADR 055622104   612,790 16,263 SH   SOLE   0 0 16,263
ALTAIR ENGR INC COM CL A 021369103   531,459 6,169 SH   SOLE   0 0 6,169
GITLAB INC CLASS A COM 37637K108   528,729 9,066 SH   SOLE   0 0 9,066
SALESFORCE INC COM 79466L302   515,620 1,712 SH   SOLE   0 0 1,712
SIMON PPTY GROUP INC NEW COM 828806109   512,348 3,274 SH   SOLE   0 0 3,274
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201   503,647 40,584 SH   SOLE   0 0 40,584
ISHARES TR RUSSELL 2000 ETF 464287655   478,012 2,273 SH   SOLE   0 0 2,273
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   476,429 3,225 SH   SOLE   0 0 3,225
RTX CORPORATION COM 75513E101   454,782 4,663 SH   SOLE   0 0 4,663
LOCKHEED MARTIN CORP COM 539830109   433,946 954 SH   SOLE   0 0 954
PALO ALTO NETWORKS INC COM 697435105   430,173 1,514 SH   SOLE   0 0 1,514
META PLATFORMS INC CL A 30303M102   415,656 856 SH   SOLE   0 0 856
S&P GLOBAL INC COM 78409V104   373,545 878 SH   SOLE   0 0 878
SEMPRA COM 816851109   365,256 5,085 SH   SOLE   0 0 5,085
VANGUARD WORLD FD MEGA GRWTH IND 921910816   358,836 1,252 SH   SOLE   0 0 1,252
BHP GROUP LTD SPONSORED ADS 088606108   343,775 5,959 SH   SOLE   0 0 5,959
MARATHON PETE CORP COM 56585A102   329,050 1,633 SH   SOLE   0 0 1,633
CROWN CASTLE INC COM 22822V101   320,665 3,030 SH   SOLE   0 0 3,030
QUALCOMM INC COM 747525103   308,465 1,822 SH   SOLE   0 0 1,822
PULTE GROUP INC COM 745867101   302,394 2,507 SH   SOLE   0 0 2,507
BELLRING BRANDS INC COMMON STOCK 07831C103   300,227 5,086 SH   SOLE   0 0 5,086
VALERO ENERGY CORP COM 91913Y100   299,049 1,752 SH   SOLE   0 0 1,752
INTUIT COM 461202103   282,750 435 SH   SOLE   0 0 435
MORGAN STANLEY COM NEW 617446448   258,093 2,741 SH   SOLE   0 0 2,741
PAYPAL HLDGS INC COM 70450Y103   256,974 3,836 SH   SOLE   0 0 3,836
EMERSON ELEC CO COM 291011104   252,246 2,224 SH   SOLE   0 0 2,224
AMERICAN ELEC PWR CO INC COM 025537101   247,279 2,872 SH   SOLE   0 0 2,872
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   243,128 506 SH   SOLE   0 0 506
REV GROUP INC COM 749527107   236,959 10,727 SH   SOLE   0 0 10,727
BEST BUY INC COM 086516101   224,926 2,742 SH   SOLE   0 0 2,742
COCA COLA CO COM 191216100   224,837 3,675 SH   SOLE   0 0 3,675
ISHARES TR U.S. MED DVC ETF 464288810   222,173 3,792 SH   SOLE   0 0 3,792
PINNACLE FINL PARTNERS INC COM 72346Q104   221,656 2,581 SH   SOLE   0 0 2,581
CAVA GROUP INC COM 148929102   217,926 3,111 SH   SOLE   0 0 3,111
CONOCOPHILLIPS COM 20825C104   217,522 1,709 SH   SOLE   0 0 1,709
UBER TECHNOLOGIES INC COM 90353T100   216,881 2,817 SH   SOLE   0 0 2,817
WISDOMTREE TR US TOTAL DIVIDND 97717W109   211,453 2,990 SH   SOLE   0 0 2,990
SPDR GOLD TR GOLD SHS 78463V107   205,720 1,000 SH   SOLE   0 0 1,000
SYSCO CORP COM 871829107   202,706 2,497 SH   SOLE   0 0 2,497
CORVUS PHARMACEUTICALS INC COM 221015100   113,516 63,773 SH   SOLE   0 0 63,773
LIONS GATE ENTMNT CORP CL B NON VTG 535919500   101,833 10,938 SH   SOLE   0 0 10,938
ABCELLERA BIOLOGICS INC COM 00288U106   46,342 10,230 SH   SOLE   0 0 10,230