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 2,328,341 51,811 SH   SOLE   51,811 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 482,460 3,400 SH   SOLE   3,400 0 0
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 4,017,181 30,355 SH   SOLE   30,355 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 BBG009KG1741 2,340,355 108,803 SH   SOLE   108,803 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 430,207 2,441 SH   SOLE   2,441 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 227,972 1,285 SH   SOLE   1,285 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 978,479 4,460 SH   SOLE   4,460 0 0
AMPHENOL CORP NEW CL A 032095101 BBG001S5NSK6 3,789,464 38,310 SH   SOLE   38,310 0 0
APPFOLIO INC COM CL A 03783C100 BBG008GC8CS3 4,214,124 18,300 SH   SOLE   18,300 0 0
APPLE INC COM 037833100 BBG001S5N8V8 1,142,393 5,568 SH   SOLE   5,568 0 0
BERKLEY W R CORP COM 084423102 BBG001S5P463 3,863,054 52,580 SH   SOLE   52,580 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 1,209,082 2,489 SH   SOLE   2,489 0 0
BLACKLINE INC COM 09239B109 BBG0029KJVD8 209,494 3,700 SH   SOLE   3,700 0 0
BLOCK INC CL A 852234103 BBG001TFLWL5 3,189,314 46,950 SH   SOLE   46,950 0 0
BLUE OWL CAPITAL CORPORATION COM 69121K104 BBG00DB0XYD3 294,200 20,000 SH   SOLE   20,000 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 463,092 1,680 SH   SOLE   1,680 0 0
DELL TECHNOLOGIES INC CL C 24703L202 BBG00DW3SZT0 1,220,034 9,951 SH   SOLE   9,951 0 0
DEXCOM INC COM 252131107 BBG001SKZG99 2,869,048 32,868 SH   SOLE   32,868 0 0
ELASTIC N V ORD SHS N14506104 BBG00LWZDZ26 2,332,146 27,655 SH   SOLE   27,655 0 0
EOG RES INC COM 26875P101 BBG001S5ZB93 3,468,855 29,001 SH   SOLE   29,001 0 0
EVEREST GROUP LTD COM G3223R108 BBG001S7QT63 1,247,128 3,670 SH   SOLE   3,670 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 BBG007GJ2F90 2,182,711 28,735 SH   SOLE   28,735 0 0
FORTINET INC COM 34959E109 BBG001S77BL6 5,639,633 53,345 SH   SOLE   53,345 0 0
FS KKR CAP CORP COM 302635206 BBG001YCZQ07 300,300 14,000 SH   SOLE   14,000 0 0
GRUPO AEROPORTUARIO DEL CENT SPON ADR 400501102 BBG001SQT2W8 221,550 2,100 SH   SOLE   2,100 0 0
GRUPO AEROPUERTO DEL PACIFIC SPON ADS B 400506101 BBG001SJ6FD1 206,658 900 SH   SOLE   900 0 0
HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 3,754,252 9,800 SH   SOLE   9,800 0 0
INTAPP INC COM 45827U109 BBG002ZHMJ58 4,185,350 81,080 SH   SOLE   81,080 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 2,319,817 4,269 SH   SOLE   4,269 0 0
INVESCO EXCHANGE TRADED FD T LARGE CAP GROWTH 46137V746 BBG001S9FH85 264,240 2,250 SH   SOLE   2,250 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 BBG001SKXPR1 6,245,254 75,371 SH   SOLE   75,371 0 0
ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 345,774 4,142 SH   SOLE   4,142 0 0
ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 6,174,374 62,242 SH   SOLE   62,242 0 0
ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 7,766,798 86,887 SH   SOLE   86,887 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 1,378,187 3,246 SH   SOLE   3,246 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 1,574,045 8,104 SH   SOLE   8,104 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 2,117,912 13,425 SH   SOLE   13,425 0 0
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 240,625 830 SH   SOLE   830 0 0
KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 1,566,610 60,674 SH   SOLE   60,674 0 0
LYFT INC CL A COM 55087P104 BBG004M9ZHY4 157,600 10,000 SH   SOLE   10,000 0 0
MARKETAXESS HLDGS INC COM 57060D108 BBG001S8R6K4 3,741,308 16,752 SH   SOLE   16,752 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 553,568 750 SH   SOLE   750 0 0
MGM RESORTS INTERNATIONAL COM 552953101 BBG001S6BYT5 3,800,955 110,525 SH   SOLE   110,525 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 793,501 1,595 SH   SOLE   1,595 0 0
MONGODB INC CL A 60937P106 BBG0022FDRZ7 3,901,614 18,580 SH   SOLE   18,580 0 0
MSCI INC COM 55354G100 BBG001SV8B05 2,810,899 4,874 SH   SOLE   4,874 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 4,791,407 3,578 SH   SOLE   3,578 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 318,687 2,017 SH   SOLE   2,017 0 0
OKTA INC CL A 679295105 BBG001YV1SN3 4,076,777 40,780 SH   SOLE   40,780 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 4,919,136 24,038 SH   SOLE   24,038 0 0
PAYLOCITY HLDG CORP COM 70438V106 BBG006598YZ0 4,147,620 22,891 SH   SOLE   22,891 0 0
PROGRESSIVE CORP COM 743315103 BBG001S5V509 6,306,846 23,634 SH   SOLE   23,634 0 0
SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 BBG00HXSKY16 477,203 16,003 SH   SOLE   16,003 0 0
SELECTIVE INS GROUP INC COM 816300107 BBG001S5W2R6 1,182,939 13,652 SH   SOLE   13,652 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 4,871,043 4,738 SH   SOLE   4,738 0 0
SKYWARD SPECIALTY INS GROUP COM 830940102 BBG002QHKLR1 4,041,544 69,935 SH   SOLE   69,935 0 0
SOUTHERN CO COM 842587107 BBG001S5W777 211,025 2,298 SH   SOLE   2,298 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 988,789 1,596 SH   SOLE   1,596 0 0
SPS COMM INC COM 78463M107 BBG001T65R07 204,135 1,500 SH   SOLE   1,500 0 0
STRIDE INC COM 86333M108 BBG001SNN4P5 2,894,363 19,935 SH   SOLE   19,935 0 0
TRADEWEB MKTS INC CL A 892672106 BBG00NK8H9M7 5,294,873 36,167 SH   SOLE   36,167 0 0
VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 1,261,680 9,386 SH   SOLE   9,386 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 576,724 7,457 SH   SOLE   7,457 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 629,600 8,000 SH   SOLE   8,000 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 20,387,678 35,782 SH   SOLE   35,782 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 342,949 1,125 SH   SOLE   1,125 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 3,892,240 21,903 SH   SOLE   21,903 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 486,489 9,836 SH   SOLE   9,836 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 222,282 3,899 SH   SOLE   3,899 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 927,838 6,960 SH   SOLE   6,960 0 0
WILLIAMS SONOMA INC COM 969904101 BBG001SBW7S1 1,221,246 7,475 SH   SOLE   7,475 0 0
WORKDAY INC CL A 98138H101 BBG001T21KQ7 3,615,360 15,064 SH   SOLE   15,064 0 0
WORKIVA INC COM CL A 98139A105 BBG007BVZ8J7 3,728,266 54,467 SH   SOLE   54,467 0 0