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
Abbott Labs COM 002824100   1,897,194 16,773 SH   SOLE   0 0 0
Accenture PLC Ireland SHS CLASS A G1151C101   988,530 2,810 SH   SOLE   0 0 0
Adobe Inc COM 00724F101   2,248,747 5,057 SH   SOLE   0 0 0
Advanced Micro Devices Inc COM 007903107   1,272,402 10,534 SH   SOLE   0 0 0
Allstate Corp COM 020002101   2,043,574 10,600 SH   SOLE   0 0 0
Alphabet Inc CAP STK CL A 02079K305   7,390,461 39,041 SH   SOLE   0 0 0
Amazon Com Inc COM 023135106   7,253,033 33,060 SH   SOLE   0 0 0
Apple Inc COM 037833100   10,439,759 41,689 SH   SOLE   0 0 0
Autodesk Inc COM 052769106   2,074,901 7,020 SH   SOLE   0 0 0
Axon Enterprises Inc COM 05464C101   2,206,710 3,713 SH   SOLE   0 0 0
Broadcom Inc COM 11135F101   3,116,625 13,443 SH   SOLE   0 0 0
Calix Inc COM 13100M509   4,867,957 139,603 SH   SOLE   0 0 0
Chipotle Mexican Grill Inc COM 169656105   5,215,950 86,500 SH   SOLE   0 0 0
Cloudflare Inc CL A COM 18915M107   876,946 8,144 SH   SOLE   0 0 0
Cme Group Inc COM 12572Q105   290,752 1,252 SH   SOLE   0 0 0
Costco WHSL Corp COM 22160K105   2,235,699 2,440 SH   SOLE   0 0 0
Crowdstrike Hldgs Inc CL A 22788C105   961,470 2,810 SH   SOLE   0 0 0
Datadog Inc CL A COM 23804L103   755,031 5,284 SH   SOLE   0 0 0
Deere & Co COM 244199105   2,110,450 4,981 SH   SOLE   0 0 0
Delta Air Lines Inc COM 247361702   2,558,364 42,287 SH   SOLE   0 0 0
Diamondback Energy Inc COM 25278X109   1,831,947 11,182 SH   SOLE   0 0 0
Discover Finl SVCS COM 254709108   237,845 1,373 SH   SOLE   0 0 0
Hershey Co COM 427866108   1,480,458 8,742 SH   SOLE   0 0 0
Home Depot Inc COM 437076102   1,548,569 3,981 SH   SOLE   0 0 0
International Business Machs COM 459200101   2,458,139 11,182 SH   SOLE   0 0 0
Johnson & Johnson COM 478160104   1,528,923 10,572 SH   SOLE   0 0 0
Kinder Morgan Inc COM 49456B101   171,688 6,266 SH   SOLE   0 0 0
Lululemon Athletica Inc COM 550021109   3,326,967 8,700 SH   SOLE   0 0 0
Mastercard Incorporated CL A 57636Q104   2,662,864 5,057 SH   SOLE   0 0 0
McDonalds Corp COM 580135101   1,974,441 6,811 SH   SOLE   0 0 0
Medtronic Plc COM G5960L103   1,737,710 21,754 SH   SOLE   0 0 0
Merck & Co Inc COM 58933Y105   1,365,164 13,723 SH   SOLE   0 0 0
Meta Platforms Inc CL A 30303M102   6,225,728 10,633 SH   SOLE   0 0 0
Microsoft Corp COM 594918104   12,112,224 28,736 SH   SOLE   0 0 0
NETAPP INC COM 64110D104   1,510,433 13,012 SH   SOLE   0 0 0
Netflix Inc COM 64110L106   1,185,456 1,330 SH   SOLE   0 0 0
Nvidia Corporation COM 67066G104   12,652,804 94,220 SH   SOLE   0 0 0
Palmer Square Capital BDC Inc COM 69702V107   56,696,988 3,730,065 SH   SOLE   0 0 0
Palo Alto Networks Inc COM 697435105   1,017,156 5,590 SH   SOLE   0 0 0
Price T Rowe Group Inc COM 74144T108   1,620,919 14,333 SH   SOLE   0 0 0
Pure Storage Inc COM CL A 74624M102   5,698,984 92,772 SH   SOLE   0 0 0
S P Global Inc COM 78409V104   2,176,889 4,371 SH   SOLE   0 0 0
Salesforce Inc COM 79466L302   3,952,449 11,822 SH   SOLE   0 0 0
Servicenow Inc COM 81762P102   4,403,738 4,154 SH   SOLE   0 0 0
Snowflake Inc CL A 833445109   544,758 3,528 SH   SOLE   0 0 0
Starbucks Corp COM 855244109   2,040,533 22,362 SH   SOLE   0 0 0
Texas Instrs Inc COM 882508104   3,514,687 18,744 SH   SOLE   0 0 0
TJX Cos Inc New COM 872540109   2,443,745 20,228 SH   SOLE   0 0 0
United Parcel Service Inc CL B 911312106   1,717,608 13,621 SH   SOLE   0 0 0
Unitedhealth Group Inc COM 91324P102   1,593,965 3,151 SH   SOLE   0 0 0
Veeva Sys Inc CL A COM 922475108   1,540,292 7,326 SH   SOLE   0 0 0
Verisk Analytics Inc COM 92345Y106   1,875,954 6,811 SH   SOLE   0 0 0
Visa Inc COM CL A 92826C839   4,823,086 15,261 SH   SOLE   0 0 0
WEC ENERGY GROUP INC COM 92939U106   1,806,696 19,212 SH   SOLE   0 0 0
Workday Inc CL A 98138H101   1,576,563 6,110 SH   SOLE   0 0 0
Zoetis Inc COM 98978V103   1,523,721 9,352 SH   SOLE   0 0 0