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   5,112,174 20,414 SH   SOLE   0 0 20,414
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   358,207 1,018 SH   SOLE   0 0 1,018
ADOBE INC COM 00724F101   632,335 1,422 SH   SOLE   0 0 1,422
ANALOG DEVICES INC COM 032654105   458,023 2,156 SH   SOLE   0 0 2,156
APPLIED MATLS INC COM 038222105   1,868,914 11,492 SH   SOLE   0 0 11,492
AMAZON COM INC COM 023135106   3,841,732 17,511 SH   SOLE   0 0 17,511
ARISTA NETWORKS INC COM SHS 040413205   2,539,860 22,979 SH   SOLE   0 0 22,979
APPLOVIN CORP COM CL A 03831W108   5,509,228 17,013 SH   SOLE   0 0 17,013
ASML HOLDING N V N Y REGISTRY SHS N07059210   660,557 953 SH   SOLE   0 0 953
BROADCOM INC COM 11135F101   5,862,888 25,289 SH   SOLE   0 0 25,289
AUTOZONE INC COM 053332102   1,229,574 384 SH   SOLE   0 0 384
BOOKING HOLDINGS INC COM 09857L108   1,629,329 328 SH   SOLE   0 0 328
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   578,385 1,276 SH   SOLE   0 0 1,276
BROWN &BROWN INC COM 115236101   1,687,547 16,541 SH   SOLE   0 0 16,541
CCF HLDGS LLC UNIT CL A CL A 12509J208   1,146 45,844 SH   SOLE   0 0 45,844
CADENCE DESIGN SYSTEM INC COM 127387108   570,874 1,900 SH   SOLE   0 0 1,900
CDW CORP COM 12514G108   1,009,701 5,802 SH   SOLE   0 0 5,802
COPART INC COM 217204106   1,537,277 26,786 SH   SOLE   0 0 26,786
SALESFORCE INC COM 79466L302   374,471 1,120 SH   SOLE   0 0 1,120
CROWDSTRIKE HLDGS INC CL A 22788C105   1,837,741 5,371 SH   SOLE   0 0 5,371
CISCO SYS INC COM 17275R102   306,482 5,177 SH   SOLE   0 0 5,177
ISHARES INC EMERGING MARKETS DIVID ETF EM MKTS DIV ETF 464286319   1,160,032 44,910 SH   SOLE   0 0 44,910
ELECTRONIC ARTS INC COM 285512109   232,317 1,588 SH   SOLE   0 0 1,588
ELEVANCE HEALTH INC COM 036752103   871,226 2,362 SH   SOLE   0 0 2,362
EMCOR GROUP INC COM 29084Q100   2,305,986 5,080 SH   SOLE   0 0 5,080
FREEPORT-MCMORAN INC CL B CL B NEW 35671D857   624,512 16,400 SH   SOLE   0 0 16,400
FISERV INC COM 337738108   2,444,087 11,898 SH   SOLE   0 0 11,898
COMFORT SYS USA INC COM 199908104   453,095 1,068 SH   SOLE   0 0 1,068
FORTINET INC COM 34959E109   307,532 3,255 SH   SOLE   0 0 3,255
GE AEROSPACE COM NEW 369604301   793,253 4,756 SH   SOLE   0 0 4,756
GE VERNOVA INC COM 36828A101   390,769 1,188 SH   SOLE   0 0 1,188
ALPHABET INC CAP STK CL C 02079K107   1,478,432 7,763 SH   SOLE   0 0 7,763
ALPHABET INC CAP STK CL A 02079K305   4,688,058 24,765 SH   SOLE   0 0 24,765
GRAINGER W W INC COM 384802104   1,493,221 1,417 SH   SOLE   0 0 1,417
HOME DEPOT INC COM 437076102   1,019,561 2,621 SH   SOLE   0 0 2,621
ISHARES GOLD TR ISHARES NEW 464285204   373,537 7,545 SH   SOLE   0 0 7,545
ISHARES TR MSCI INDIA ETF MSCI INDIA ETF 46429B598   726,432 13,800 SH   SOLE   0 0 13,800
INTUITIVE SURGICAL INC COM NEW 46120E602   262,755 503 SH   SOLE   0 0 503
ISHARES TR S&P 500 VAL ETF 464287408   817,825 4,285 SH   SOLE   0 0 4,285
ISHARES TR RUS 1000 ETF 464287622   271,259 842 SH   SOLE   0 0 842
ISHARES TR RUSSELL 2000 ETF 464287655   1,080,132 4,888 SH   SOLE   0 0 4,888
JOHNSON &JOHNSON COM 478160104   386,544 2,673 SH   SOLE   0 0 2,673
NUVEEN PFD & INCOME OPPORTUNITIES FD COM COM 67073B106   691,680 88,000 SH   SOLE   0 0 88,000
JPMORGAN CHASE &CO. COM 46625H100   1,743,792 7,275 SH   SOLE   0 0 7,275
KLA CORP COM NEW 482480100   4,422,694 7,019 SH   SOLE   0 0 7,019
SPDR SER TR S&P REGL BKG 78464A698   974,260 16,143 SH   SOLE   0 0 16,143
LAM RESEARCH CORP COM NEW 512807306   1,282,514 17,756 SH   SOLE   0 0 17,756
LTC PPTYS INC COM 502175102   309,914 8,970 SH   SOLE   0 0 8,970
MASTERCARD INCORPORATED CL A 57636Q104   2,822,298 5,360 SH   SOLE   0 0 5,360
MCKESSON CORP COM 58155Q103   671,307 1,178 SH   SOLE   0 0 1,178
META PLATFORMS INC CL A 30303M102   4,297,772 7,340 SH   SOLE   0 0 7,340
MERCK &CO INC COM 58933Y105   1,373,150 13,803 SH   SOLE   0 0 13,803
MICROSOFT CORP COM 594918104   6,514,808 15,456 SH   SOLE   0 0 15,456
NETFLIX INC COM 64110L106   1,242,500 1,394 SH   SOLE   0 0 1,394
NATIONAL HEALTH INVS INC COM 63633D104   346,500 5,000 SH   SOLE   0 0 5,000
SERVICENOW INC COM 81762P102   1,264,681 1,193 SH   SOLE   0 0 1,193
NUTANIX INC CL A 67059N108   379,552 6,204 SH   SOLE   0 0 6,204
NVIDIA CORPORATION COM 67066G104   32,123,608 239,211 SH   SOLE   0 0 239,211
REALTY INCOME CORP COM 756109104   387,543 7,256 SH   SOLE   0 0 7,256
ORACLE CORP COM 68389X105   240,560 1,444 SH   SOLE   0 0 1,444
OCCIDENTAL PETE CORP COM COM 674599105   642,330 13,000 SH   SOLE   0 0 13,000
PALO ALTO NETWORKS INC COM 697435105   3,101,144 17,043 SH   SOLE   0 0 17,043
ISHARES TR PFD AND INCM SEC 464288687   340,747 10,838 SH   SOLE   0 0 10,838
PARKER-HANNIFIN CORP COM 701094104   2,134,589 3,356 SH   SOLE   0 0 3,356
INVESCO QQQ TR UNIT SER 1 46090E103   210,260 411 SH   SOLE   0 0 411
RELX PLC SPONSORED ADR 759530108   227,100 5,000 SH   SOLE   0 0 5,000
ROPER TECHNOLOGIES INC COM 776696106   2,809,882 5,405 SH   SOLE   0 0 5,405
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   760,475 4,340 SH   SOLE   0 0 4,340
SYNOPSYS INC COM 871607107   1,414,824 2,915 SH   SOLE   0 0 2,915
S&P GLOBAL INC COM 78409V104   294,392 591 SH   SOLE   0 0 591
SPOTIFY TECHNOLOGY S A SHS L8681T102   518,411 1,159 SH   SOLE   0 0 1,159
SAREPTA THERAPEUTICS INC COM 803607100   276,617 2,275 SH   SOLE   0 0 2,275
STRYKER CORPORATION COM 863667101   221,027 614 SH   SOLE   0 0 614
THERMO FISHER SCIENTIFIC INC COM 883556102   319,139 613 SH   SOLE   0 0 613
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   3,493,511 17,690 SH   SOLE   0 0 17,690
UBER TECHNOLOGIES INC COM 90353T100   3,475,328 57,615 SH   SOLE   0 0 57,615
UNITEDHEALTH GROUP INC COM 91324P102   1,633,470 3,229 SH   SOLE   0 0 3,229
UNITED RENTALS INC COM 911363109   3,980,793 5,651 SH   SOLE   0 0 5,651
VISA INC COM CL A 92826C839   2,695,592 8,529 SH   SOLE   0 0 8,529
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   351,463 1,795 SH   SOLE   0 0 1,795
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   1,016,427 11,410 SH   SOLE   0 0 11,410
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   1,310,639 2,432 SH   SOLE   0 0 2,432
VERTIV HOLDINGS CO COM CL A 92537N108   478,162 4,209 SH   SOLE   0 0 4,209
WELLTOWER INC COM 95040Q104   637,712 5,060 SH   SOLE   0 0 5,060
SELECT SECTOR SPDR TR ENERGY 81369Y506   213,224 2,489 SH   SOLE   0 0 2,489
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   239,781 1,743 SH   SOLE   0 0 1,743