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
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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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 BBG00X7L1CW0 1,007,090 21,305 SH   SOLE   21,305 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 354,210 3,445 SH   SOLE   3,445 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 BBG009KG1741 1,173,540 51,584 SH   SOLE   51,584 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 361,170 2,760 SH   SOLE   2,760 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 308,530 2,340 SH   SOLE   2,340 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 508,480 4,000 SH   SOLE   4,000 0 0
APPLE INC COM 037833100 BBG001S5N8V8 3,110,760 18,169 SH   SOLE   18,169 0 0
BERKLEY W R CORP COM 084423102 BBG001S5P463 2,229,900 35,122 SH   SOLE   35,122 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 292,150 834 SH   SOLE   834 0 0
CENTENE CORP DEL COM 15135B101 BBG001S6T7Q8 3,620,950 52,569 SH   SOLE   52,569 0 0
CIVITAS RESOURCES INC COM NEW 17888H103 BBG00GLNJ0R0 3,591,190 44,407 SH   SOLE   44,407 0 0
DEXCOM INC COM 252131107 BBG001SKZG99 2,135,450 22,888 SH   SOLE   22,888 0 0
EOG RES INC COM 26875P101 BBG001S5ZB93 3,641,940 28,731 SH   SOLE   28,731 0 0
EVEREST GROUP LTD COM G3223R108 BBG001S7QT63 1,182,840 3,182 SH   SOLE   3,182 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 BBG007GJ2F90 1,978,600 21,863 SH   SOLE   21,863 0 0
FORTINET INC COM 34959E109 BBG001S77BL6 3,743,080 63,788 SH   SOLE   63,788 0 0
HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 2,963,630 12,048 SH   SOLE   12,048 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 1,274,680 4,361 SH   SOLE   4,361 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 205,850 1,453 SH   SOLE   1,453 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 BBG001SKXPR1 1,331,070 16,439 SH   SOLE   16,439 0 0
ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 329,280 5,117 SH   SOLE   5,117 0 0
ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 2,949,560 31,365 SH   SOLE   31,365 0 0
ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 2,822,960 40,960 SH   SOLE   40,960 0 0
ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 225,390 3,114 SH   SOLE   3,114 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 1,922,020 7,226 SH   SOLE   7,226 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 1,368,510 9,014 SH   SOLE   9,014 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 1,116,020 8,233 SH   SOLE   8,233 0 0
KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 1,958,020 58,205 SH   SOLE   58,205 0 0
MARKETAXESS HLDGS INC COM 57060D108 BBG001S8R6K4 1,506,610 7,052 SH   SOLE   7,052 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 200,540 668 SH   SOLE   668 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 731,280 2,316 SH   SOLE   2,316 0 0
MONGODB INC CL A 60937P106 BBG0022FDRZ7 3,425,050 9,903 SH   SOLE   9,903 0 0
MORNINGSTAR INC COM 617700109 BBG001SC6FV6 1,368,190 5,841 SH   SOLE   5,841 0 0
MSCI INC COM 55354G100 BBG001SV8B05 2,198,470 4,285 SH   SOLE   4,285 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 224,450 516 SH   SOLE   516 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 3,338,420 14,240 SH   SOLE   14,240 0 0
PROGRESSIVE CORP COM 743315103 BBG001S5V509 3,827,350 27,476 SH   SOLE   27,476 0 0
RAPID7 INC COM 753422104 BBG009DFHWH5 3,388,040 74,007 SH   SOLE   74,007 0 0
SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 BBG00HXSKY16 325,910 7,891 SH   SOLE   7,891 0 0
SELECTIVE INS GROUP INC COM 816300107 BBG001S5W2R6 3,268,340 31,679 SH   SOLE   31,679 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 2,730,520 4,885 SH   SOLE   4,885 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 BBG001SCYWS2 2,127,080 21,575 SH   SOLE   21,575 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 678,330 1,587 SH   SOLE   1,587 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 1,493,450 16,265 SH   SOLE   16,265 0 0
SPLUNK INC COM 848637104 BBG001TWMNG3 5,243,650 35,854 SH   SOLE   35,854 0 0
STEEL DYNAMICS INC COM 858119100 BBG001S98JK5 1,550,190 14,458 SH   SOLE   14,458 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 BBG001S5WDM7 3,088,400 71,557 SH   SOLE   71,557 0 0
TRADEWEB MKTS INC CL A 892672106 BBG00NK8H9M7 1,393,710 17,378 SH   SOLE   17,378 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 361,840 5,004 SH   SOLE   5,004 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 515,890 6,863 SH   SOLE   6,863 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 201,510 740 SH   SOLE   740 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 8,165,250 20,793 SH   SOLE   20,793 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 1,235,030 8,954 SH   SOLE   8,954 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 369,650 8,455 SH   SOLE   8,455 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 540,880 5,235 SH   SOLE   5,235 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 BBG001S5XB04 1,958,340 79,221 SH   SOLE   79,221 0 0
WILLIAMS SONOMA INC COM 969904101 BBG001SBW7S1 2,760,840 17,766 SH   SOLE   17,766 0 0