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
APPLE INC COM 037833100   32,238,573 128,738 SH   SOLE   0 0 128,738
NVIDIA CORPORATION COM 67066G104   23,970,094 178,495 SH   SOLE   0 0 178,495
BROADCOM INC COM 11135F101   23,478,205 101,269 SH   SOLE   0 0 101,269
MICROSOFT CORP COM 594918104   22,225,232 52,729 SH   SOLE   0 0 52,729
AMAZON COM INC COM 023135106   21,625,272 98,570 SH   SOLE   0 0 98,570
ELI LILLY & CO COM 532457108   14,822,400 19,200 SH   SOLE   0 0 19,200
ALPHABET INC CAP STK CL A 02079K305   14,302,751 75,556 SH   SOLE   0 0 75,556
ARISTA NETWORKS INC COM SHS 040413205   10,490,623 94,912 SH   SOLE   0 0 94,912
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   9,052,455 19,971 SH   SOLE   0 0 19,971
MICRON TECHNOLOGY INC COM 595112103   8,355,321 99,279 SH   SOLE   0 0 99,279
CYBERARK SOFTWARE LTD SHS M2682V108   7,946,960 23,854 SH   SOLE   0 0 23,854
COSTCO WHSL CORP NEW COM 22160K105   7,514,193 8,201 SH   SOLE   0 0 8,201
VERTIV HOLDINGS CO COM CL A 92537N108   7,452,930 65,601 SH   SOLE   0 0 65,601
SERVICENOW INC COM 81762P102   6,736,002 6,354 SH   SOLE   0 0 6,354
EATON CORP PLC SHS G29183103   6,461,841 19,471 SH   SOLE   0 0 19,471
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   6,154,183 31,162 SH   SOLE   0 0 31,162
CATERPILLAR INC COM 149123101   6,126,654 16,889 SH   SOLE   0 0 16,889
PALO ALTO NETWORKS INC COM 697435105   5,749,936 31,600 SH   SOLE   0 0 31,600
VANGUARD INDEX FDS MID CAP ETF 922908629   5,578,161 21,119 SH   SOLE   0 0 21,119
NETFLIX INC COM 64110L106   5,552,924 6,230 SH   SOLE   0 0 6,230
AT&T INC COM 00206R102   5,470,523 240,251 SH   SOLE   0 0 240,251
T-MOBILE US INC COM 872590104   4,956,492 22,455 SH   SOLE   0 0 22,455
ARM HOLDINGS PLC SPONSORED ADS 042068205   4,917,993 39,867 SH   SOLE   0 0 39,867
PNC FINL SVCS GROUP INC COM 693475105   4,763,202 24,699 SH   SOLE   0 0 24,699
TJX COS INC NEW COM 872540109   4,712,315 39,006 SH   SOLE   0 0 39,006
LINDE PLC SHS G54950103   4,689,941 11,202 SH   SOLE   0 0 11,202
COHERENT CORP COM 19247G107   4,470,688 47,194 SH   SOLE   0 0 47,194
MASTERCARD INCORPORATED CL A 57636Q104   4,319,454 8,203 SH   SOLE   0 0 8,203
CADENCE DESIGN SYSTEM INC COM 127387108   4,214,853 14,028 SH   SOLE   0 0 14,028
MARVELL TECHNOLOGY INC COM 573874104   3,477,408 31,484 SH   SOLE   0 0 31,484
SPDR S&P 500 ETF TR TR UNIT 78462F103   3,434,529 5,860 SH   SOLE   0 0 5,860
VISA INC COM CL A 92826C839   3,429,982 10,853 SH   SOLE   0 0 10,853
CHUBB LIMITED COM H1467J104   3,353,453 12,137 SH   SOLE   0 0 12,137
THERMO FISHER SCIENTIFIC INC COM 883556102   3,091,727 5,943 SH   SOLE   0 0 5,943
ADVANCED MICRO DEVICES INC COM 007903107   3,036,298 25,137 SH   SOLE   0 0 25,137
SYNOPSYS INC COM 871607107   2,984,479 6,149 SH   SOLE   0 0 6,149
ABBVIE INC COM 00287Y109   2,893,667 16,284 SH   SOLE   0 0 16,284
STRYKER CORPORATION COM 863667101   2,867,438 7,964 SH   SOLE   0 0 7,964
HUBSPOT INC COM 443573100   2,843,518 4,081 SH   SOLE   0 0 4,081
WESTERN ALLIANCE BANCORP COM 957638109   2,766,344 33,114 SH   SOLE   0 0 33,114
NEXTERA ENERGY INC COM 65339F101   2,645,146 36,897 SH   SOLE   0 0 36,897
AMERICAN EXPRESS CO COM 025816109   2,606,113 8,781 SH   SOLE   0 0 8,781
INTUITIVE SURGICAL INC COM NEW 46120E602   2,501,232 4,792 SH   SOLE   0 0 4,792
DANAHER CORPORATION COM 235851102   2,494,749 10,868 SH   SOLE   0 0 10,868
LAM RESEARCH CORP COM NEW 512807306   2,201,137 30,474 SH   SOLE   0 0 30,474
HONEYWELL INTL INC COM 438516106   2,151,150 9,523 SH   SOLE   0 0 9,523
CISCO SYS INC COM 17275R102   2,124,841 35,893 SH   SOLE   0 0 35,893
KLA CORP COM NEW 482480100   2,111,532 3,351 SH   SOLE   0 0 3,351
AMPHENOL CORP NEW CL A 032095101   2,084,750 30,018 SH   SOLE   0 0 30,018
GITLAB INC CLASS A COM 37637K108   2,062,410 36,600 SH   SOLE   0 0 36,600
ALPHABET INC CAP STK CL C 02079K107   2,043,421 10,730 SH   SOLE   0 0 10,730
SHELL PLC SPON ADS 780259305   1,703,579 27,192 SH   SOLE   0 0 27,192
DREAM FINDERS HOMES INC COM CL A 26154D100   1,628,900 70,000 SH   SOLE   0 0 70,000
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   1,610,916 30,366 SH   SOLE   0 0 30,366
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   1,596,206 72,456 SH   SOLE   0 0 72,456
VISTRA CORP COM 92840M102   1,374,012 9,966 SH   SOLE   0 0 9,966
BRISTOL-MYERS SQUIBB CO COM 110122108   1,369,091 24,206 SH   SOLE   0 0 24,206
DELL TECHNOLOGIES INC CL C 24703L202   1,354,300 11,752 SH   SOLE   0 0 11,752
PEPSICO INC COM 713448108   1,319,881 8,680 SH   SOLE   0 0 8,680
INTERCONTINENTAL EXCHANGE IN COM 45866F104   1,296,536 8,701 SH   SOLE   0 0 8,701
TYLER TECHNOLOGIES INC COM 902252105   1,290,520 2,238 SH   SOLE   0 0 2,238
ABBOTT LABS COM 002824100   1,234,709 10,916 SH   SOLE   0 0 10,916
CLOUDFLARE INC CL A COM 18915M107   1,211,077 11,247 SH   SOLE   0 0 11,247
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   1,185,199 15,640 SH   SOLE   0 0 15,640
DATADOG INC CL A COM 23804L103   1,116,400 7,813 SH   SOLE   0 0 7,813
CANADIAN NAT RES LTD COM 136385101   1,112,617 36,042 SH   SOLE   0 0 36,042
META PLATFORMS INC CL A 30303M102   1,083,779 1,851 SH   SOLE   0 0 1,851
EASTMAN CHEM CO COM 277432100   1,077,119 11,795 SH   SOLE   0 0 11,795
HOME DEPOT INC COM 437076102   1,076,530 2,767 SH   SOLE   0 0 2,767
CORNING INC COM 219350105   1,065,398 22,420 SH   SOLE   0 0 22,420
CALIX INC COM 13100M509   1,063,535 30,500 SH   SOLE   0 0 30,500
METLIFE INC COM 59156R108   1,025,793 12,528 SH   SOLE   0 0 12,528
ECOLAB INC COM 278865100   1,016,949 4,340 SH   SOLE   0 0 4,340
FIRST CTZNS BANCSHARES INC N CL A 31946M103   999,458 473 SH   SOLE   0 0 473
ENTERGY CORP NEW COM 29364G103   997,185 13,152 SH   SOLE   0 0 13,152
GE AEROSPACE COM NEW 369604301   993,068 5,954 SH   SOLE   0 0 5,954
COCA COLA CO COM 191216100   985,202 15,824 SH   SOLE   0 0 15,824
DIGITAL RLTY TR INC COM 253868103   975,492 5,501 SH   SOLE   0 0 5,501
HEWLETT PACKARD ENTERPRISE C COM 42824C109   954,665 44,715 SH   SOLE   0 0 44,715
AMERICAN ELEC PWR CO INC COM 025537101   954,581 10,350 SH   SOLE   0 0 10,350
BRIXMOR PPTY GROUP INC COM 11120U105   930,942 33,439 SH   SOLE   0 0 33,439
TESLA INC COM 88160R101   903,794 2,238 SH   SOLE   0 0 2,238
M & T BK CORP COM 55261F104   895,304 4,762 SH   SOLE   0 0 4,762
INVESCO QQQ TR UNIT SER 1 46090E103   894,724 1,750 SH   SOLE   0 0 1,750
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   892,877 3,840 SH   SOLE   0 0 3,840
TRANE TECHNOLOGIES PLC SHS G8994E103   870,189 2,356 SH   SOLE   0 0 2,356
THE TRADE DESK INC COM CL A 88339J105   866,549 7,373 SH   SOLE   0 0 7,373
DYNATRACE INC COM NEW 268150109   862,045 15,861 SH   SOLE   0 0 15,861
GAP INC COM 364760108   822,513 34,808 SH   SOLE   0 0 34,808
AMERICAN TOWER CORP NEW COM 03027X100   816,725 4,453 SH   SOLE   0 0 4,453
EXXON MOBIL CORP COM 30231G102   807,851 7,510 SH   SOLE   0 0 7,510
CAVA GROUP INC COM 148929102   794,450 7,043 SH   SOLE   0 0 7,043
ILLINOIS TOOL WKS INC COM 452308109   789,839 3,115 SH   SOLE   0 0 3,115
TC ENERGY CORP COM 87807B107   774,882 16,635 SH   SOLE   0 0 16,635
3M CO COM 88579Y101   766,536 5,938 SH   SOLE   0 0 5,938
CALAVO GROWERS INC COM 128246105   759,696 29,792 SH   SOLE   0 0 29,792
CULLEN FROST BANKERS INC COM 229899109   758,110 5,647 SH   SOLE   0 0 5,647
EQT CORP COM 26884L109   707,696 15,348 SH   SOLE   0 0 15,348
MCKESSON CORP COM 58155Q103   699,280 1,227 SH   SOLE   0 0 1,227
PROCTER AND GAMBLE CO COM 742718109   667,079 3,979 SH   SOLE   0 0 3,979
ALTAIR ENGR INC COM CL A 021369103   658,261 6,033 SH   SOLE   0 0 6,033
PAGERDUTY INC COM 69553P100   654,968 35,869 SH   SOLE   0 0 35,869
ISHARES TR CORE S&P500 ETF 464287200   654,023 1,111 SH   SOLE   0 0 1,111
MERCK & CO INC COM 58933Y105   613,171 6,164 SH   SOLE   0 0 6,164
FIFTH THIRD BANCORP COM 316773100   608,747 14,398 SH   SOLE   0 0 14,398
GE VERNOVA INC COM 36828A101   579,246 1,761 SH   SOLE   0 0 1,761
CLEARWATER ANALYTICS HLDGS I CL A 185123106   558,463 20,293 SH   SOLE   0 0 20,293
RTX CORPORATION COM 75513E101   526,989 4,554 SH   SOLE   0 0 4,554
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201   518,258 40,584 SH   SOLE   0 0 40,584
SIMON PPTY GROUP INC NEW COM 828806109   515,252 2,992 SH   SOLE   0 0 2,992
TRIMAS CORP COM NEW 896215209   491,800 20,000 SH   SOLE   0 0 20,000
VICI PPTYS INC COM 925652109   459,765 15,740 SH   SOLE   0 0 15,740
SEMPRA COM 816851109   452,197 5,155 SH   SOLE   0 0 5,155
S&P GLOBAL INC COM 78409V104   437,270 878 SH   SOLE   0 0 878
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   436,647 3,174 SH   SOLE   0 0 3,174
VANGUARD WORLD FD MEGA GRWTH IND 921910816   429,949 1,252 SH   SOLE   0 0 1,252
VANGUARD INDEX FDS TOTAL STK MKT 922908769   419,935 1,449 SH   SOLE   0 0 1,449
RUBRIK INC. CL A 781154109   410,526 6,281 SH   SOLE   0 0 6,281
PINNACLE FINL PARTNERS INC COM 72346Q104   405,970 3,549 SH   SOLE   0 0 3,549
ISHARES TR RUSSELL 2000 ETF 464287655   393,088 1,779 SH   SOLE   0 0 1,779
CONFLUENT INC CLASS A COM 20717M103   388,784 13,905 SH   SOLE   0 0 13,905
FAIR ISAAC CORP COM 303250104   388,231 195 SH   SOLE   0 0 195
SALESFORCE INC COM 79466L302   383,811 1,148 SH   SOLE   0 0 1,148
LIVE NATION ENTERTAINMENT IN COM 538034109   354,701 2,739 SH   SOLE   0 0 2,739
PAYPAL HLDGS INC COM 70450Y103   352,752 4,133 SH   SOLE   0 0 4,133
MORGAN STANLEY COM NEW 617446448   346,987 2,760 SH   SOLE   0 0 2,760
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   341,351 634 SH   SOLE   0 0 634
CORVUS PHARMACEUTICALS INC COM 221015100   341,186 63,773 SH   SOLE   0 0 63,773
FORTINET INC COM 34959E109   313,201 3,315 SH   SOLE   0 0 3,315
PACCAR INC COM 693718108   301,970 2,903 SH   SOLE   0 0 2,903
HUNTINGTON BANCSHARES INC COM 446150104   300,653 18,479 SH   SOLE   0 0 18,479
APOLLO GLOBAL MGMT INC COM 03769M106   280,772 1,700 SH   SOLE   0 0 1,700
ISHARES TR U.S. TECH ETF 464287721   267,356 1,676 SH   SOLE   0 0 1,676
INTUIT COM 461202103   267,113 425 SH   SOLE   0 0 425
WORKDAY INC CL A 98138H101   260,352 1,009 SH   SOLE   0 0 1,009
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   258,464 1,460 SH   SOLE   0 0 1,460
SPDR GOLD TR GOLD SHS 78463V107   242,130 1,000 SH   SOLE   0 0 1,000
WISDOMTREE TR US TOTAL DIVIDND 97717W109   226,828 2,990 SH   SOLE   0 0 2,990
VALERO ENERGY CORP COM 91913Y100   214,778 1,752 SH   SOLE   0 0 1,752
CODEXIS INC COM 192005106   209,861 43,996 SH   SOLE   0 0 43,996
GILEAD SCIENCES INC COM 375558103   207,740 2,249 SH   SOLE   0 0 2,249