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COM 46625H100 2017443 9975 SH SOLE 0 0 9975 LINDE PLC SHS G54950103 301283 687 SH SOLE 0 0 687 LIVEPERSON INC COM 538146101 6360 10955 SH SOLE 0 0 10955 LOCKHEED MARTIN CORP COM 539830109 312559 669 SH SOLE 0 0 669 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 273930 2864 SH SOLE 0 0 2864 MANNKIND CORP COM NEW 56400P706 398172 76278 SH SOLE 0 0 76278 MATTERPORT INC COM CL A 577096100 66429 14861 SH SOLE 0 0 14861 MCDONALDS CORP COM 580135101 2020516 7929 SH SOLE 0 0 7929 MERCK & CO INC COM 58933Y105 452173 3652 SH SOLE 0 0 3652 META PLATFORMS INC CL A 30303M102 644457 1278 SH SOLE 0 0 1278 MICROSOFT CORP COM 594918104 6733726 15066 SH SOLE 0 0 15066 MONDAY COM LTD SHS M7S64H106 561453 2332 SH SOLE 0 0 2332 MSCI INC COM 55354G100 1415476 2938 SH SOLE 0 0 2938 NAUTILUS BIOTECHNOLOGY INC COM 63909J108 41636 17793 SH SOLE 0 0 17793 NETFLIX INC COM 64110L106 220011 326 SH SOLE 0 0 326 NEXTERA ENERGY INC COM 65339F101 448288 6331 SH SOLE 0 0 6331 NIKE INC CL B 654106103 1726187 22903 SH SOLE 0 0 22903 NOVO-NORDISK A S ADR 670100205 223674 1567 SH SOLE 0 0 1567 NUTANIX INC CL A 67059N108 215803 3796 SH SOLE 0 0 3796 NUVATION BIO INC COM CL A 67080N101 82782 28350 SH SOLE 0 0 28350 NUVEEN AMT-FREE MUN VALUE FD COM 670695105 438081 31562 SH SOLE 0 0 31562 NVIDIA CORPORATION COM 67066G104 3454716 27964 SH SOLE 0 0 27964 OCCIDENTAL PETE CORP COM 674599105 1305727 20716 SH SOLE 0 0 20716 OCULAR THERAPEUTIX INC COM 67576A100 86643 12667 SH SOLE 0 0 12667 OMNIAB INC COM 68218J103 82110 21896 SH SOLE 0 0 21896 OPTINOSE INC COM 68404V100 140953 135531 SH SOLE 0 0 135531 OREILLY AUTOMOTIVE INC COM 67103H107 1677024 1588 SH SOLE 0 0 1588 PACER FDS TR LUNT LRGCP MULTI 69374H816 840597 17282 SH SOLE 0 0 17282 PACKAGING CORP AMER COM 695156109 318709 1746 SH SOLE 0 0 1746 PAYCHEX INC COM 704326107 370717 3127 SH SOLE 0 0 3127 PFIZER INC COM 717081103 264784 9463 SH SOLE 0 0 9463 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 613432 6095 SH SOLE 0 0 6095 PROCTER AND GAMBLE CO COM 742718109 1465019 8883 SH SOLE 0 0 8883 PROLOGIS INC. 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