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
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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   397,810 3,500 SH   SOLE   0 0 3,500
ABBVIE INC COM 00287Y109   1,992,539 10,942 SH   SOLE   0 0 10,942
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   857,860 2,475 SH   SOLE   0 0 2,475
ACM RESH INC COM CL A 00108J109   568,143 19,497 SH   SOLE   0 0 19,497
ADOBE INC COM 00724F101   582,309 1,154 SH   SOLE   0 0 1,154
ADVANCED MICRO DEVICES INC COM 007903107   9,151,565 50,704 SH   SOLE   0 0 50,704
ALPHABET INC CAP STK CL A 02079K305   12,175,373 80,669 SH   SOLE   0 0 80,669
ALPHABET INC CAP STK CL C 02079K107   787,185 5,170 SH   SOLE   0 0 5,170
AMAZON COM INC COM 023135106   12,087,986 67,014 SH   SOLE   0 0 67,014
AMDOCS LTD SHS G02602103   360,035 3,984 SH   SOLE   0 0 3,984
AMERICAN ELEC PWR CO INC COM 025537101   358,435 4,163 SH   SOLE   0 0 4,163
AMGEN INC COM 031162100   6,366,494 22,392 SH   SOLE   0 0 22,392
APPLE INC COM 037833100   20,688,034 120,644 SH   SOLE   0 0 120,644
ARCHER DANIELS MIDLAND CO COM 039483102   364,047 5,796 SH   SOLE   0 0 5,796
AT&T INC COM 00206R102   179,608 10,205 SH   SOLE   0 0 10,205
BANK AMERICA CORP COM 060505104   326,112 8,600 SH   SOLE   0 0 8,600
BANK MONTREAL QUE COM 063671101   281,710 2,884 SH   SOLE   0 0 2,884
BLACKROCK INC COM 09247X101   369,330 443 SH   SOLE   0 0 443
BOOKING HOLDINGS INC COM 09857L108   6,094,839 1,680 SH   SOLE   0 0 1,680
BOSTON SCIENTIFIC CORP COM 101137107   9,452,442 138,012 SH   SOLE   0 0 138,012
BRISTOL-MYERS SQUIBB CO COM 110122108   681,509 12,567 SH   SOLE   0 0 12,567
BROADCOM INC COM 11135F101   1,782,677 1,345 SH   SOLE   0 0 1,345
CAMPBELL SOUP CO COM 134429109   311,462 7,007 SH   SOLE   0 0 7,007
CBOE GLOBAL MKTS INC COM 12503M108   5,471,664 29,781 SH   SOLE   0 0 29,781
CELSIUS HLDGS INC COM NEW 15118V207   10,219,559 123,246 SH   SOLE   0 0 123,246
CHEVRON CORP NEW COM 166764100   254,908 1,616 SH   SOLE   0 0 1,616
CHUBB LIMITED COM H1467J104   1,003,352 3,872 SH   SOLE   0 0 3,872
CISCO SYS INC COM 17275R102   1,057,094 21,180 SH   SOLE   0 0 21,180
CITIGROUP INC COM NEW 172967424   332,643 5,260 SH   SOLE   0 0 5,260
CME GROUP INC COM 12572Q105   1,210,361 5,622 SH   SOLE   0 0 5,622
CNX RES CORP COM 12653C108   631,308 26,615 SH   SOLE   0 0 26,615
COMCAST CORP NEW CL A 20030N101   1,108,070 25,561 SH   SOLE   0 0 25,561
CORNING INC COM 219350105   593,116 17,995 SH   SOLE   0 0 17,995
CROWDSTRIKE HLDGS INC CL A 22788C105   4,704,979 14,676 SH   SOLE   0 0 14,676
CRYOPORT INC COM PAR $0.001 229050307   759,507 42,910 SH   SOLE   0 0 42,910
CUMMINS INC COM 231021106   1,350,381 4,583 SH   SOLE   0 0 4,583
CVS HEALTH CORP COM 126650100   616,705 7,732 SH   SOLE   0 0 7,732
DAKTRONICS INC COM 234264109   628,247 63,077 SH   SOLE   0 0 63,077
DATADOG INC CL A COM 23804L103   4,680,856 37,871 SH   SOLE   0 0 37,871
DISNEY WALT CO COM 254687106   560,409 4,580 SH   SOLE   0 0 4,580
DOW INC COM 260557103   444,497 7,673 SH   SOLE   0 0 7,673
DUKE ENERGY CORP NEW COM NEW 26441C204   268,951 2,781 SH   SOLE   0 0 2,781
ELI LILLY & CO COM 532457108   6,488,187 8,340 SH   SOLE   0 0 8,340
EPLUS INC COM 294268107   552,451 7,034 SH   SOLE   0 0 7,034
EXXON MOBIL CORP COM 30231G102   482,745 4,153 SH   SOLE   0 0 4,153
FORESTAR GROUP INC COM 346232101   675,032 16,796 SH   SOLE   0 0 16,796
GENERAL DYNAMICS CORP COM 369550108   705,096 2,496 SH   SOLE   0 0 2,496
GENERAL MLS INC COM 370334104   486,222 6,949 SH   SOLE   0 0 6,949
GENUINE PARTS CO COM 372460105   463,551 2,992 SH   SOLE   0 0 2,992
GOLD FIELDS LTD SPONSORED ADR 38059T106   342,001 21,523 SH   SOLE   0 0 21,523
GOLDMAN SACHS GROUP INC COM 38141G104   333,735 799 SH   SOLE   0 0 799
GREEN BRICK PARTNERS INC COM 392709101   582,906 9,678 SH   SOLE   0 0 9,678
GREENBRIER COS INC COM 393657101   533,244 10,235 SH   SOLE   0 0 10,235
GREENLIGHT CAPITAL RE LTD CLASS A G4095J109   551,399 44,218 SH   SOLE   0 0 44,218
HESS CORP COM 42809H107   228,960 1,500 SH   SOLE   0 0 1,500
HOME DEPOT INC COM 437076102   858,114 2,237 SH   SOLE   0 0 2,237
HONDA MOTOR LTD ADR ECH CNV IN 3 438128308   605,174 16,255 SH   SOLE   0 0 16,255
ICON PLC SHS G4705A100   10,717,141 31,901 SH   SOLE   0 0 31,901
INTEGER HLDGS CORP COM 45826H109   631,589 5,413 SH   SOLE   0 0 5,413
INTEL CORP COM 458140100   340,684 7,713 SH   SOLE   0 0 7,713
INTERNATIONAL BUSINESS MACHS COM 459200101   1,542,002 8,075 SH   SOLE   0 0 8,075
INTERPUBLIC GROUP COS INC COM 460690100   412,346 12,637 SH   SOLE   0 0 12,637
INTUITIVE SURGICAL INC COM NEW 46120E602   10,769,444 26,985 SH   SOLE   0 0 26,985
INVESCO QQQ TR UNIT SER 1 00461E107   2,389,662 5,382 SH   SOLE   0 0 5,382
ISHARES TR RUSSELL 2000 ETF 464287655   11,616,552 55,238 SH   SOLE   0 0 55,238
ISHARES TR GLOBAL ENERG ETF 464287341   1,902,084 44,286 SH   SOLE   0 0 44,286
ISHARES TR CORE S&P SCP ETF 464287804   1,286,122 11,637 SH   SOLE   0 0 11,637
ISHARES TR MSCI EMG MKT ETF 464287234   1,016,730 24,750 SH   SOLE   0 0 24,750
ISHARES TR U.S. TECH ETF 464287721   649,909 4,812 SH   SOLE   0 0 4,812
ISHARES TR CORE S&P MCP ETF 464287507   267,256 4,400 SH   SOLE   0 0 4,400
JOHNSON & JOHNSON COM 478160104   1,350,785 8,539 SH   SOLE   0 0 8,539
JPMORGAN CHASE & CO COM 46625H100   2,474,106 12,352 SH   SOLE   0 0 12,352
JUNIPER NETWORKS INC COM 48203R104   713,665 19,257 SH   SOLE   0 0 19,257
KIMBERLY-CLARK CORP COM 494368103   278,232 2,151 SH   SOLE   0 0 2,151
KLA CORP COM NEW 482480100   590,292 845 SH   SOLE   0 0 845
LULULEMON ATHLETICA INC COM 550021109   6,926,225 17,730 SH   SOLE   0 0 17,730
M/I HOMES INC COM 55305B101   620,256 4,551 SH   SOLE   0 0 4,551
MAGNA INTL INC COM 559222401   333,146 6,115 SH   SOLE   0 0 6,115
MARATHON DIGITAL HOLDINGS IN COM 565788106   575,655 25,494 SH   SOLE   0 0 25,494
MATCH GROUP INC NEW COM 57667L107   9,240,226 254,692 SH   SOLE   0 0 254,692
MCDONALDS CORP COM 580135101   446,327 1,583 SH   SOLE   0 0 1,583
MERCADOLIBRE INC COM 58733R102   9,324,258 6,167 SH   SOLE   0 0 6,167
MERCK & CO INC COM 58933Y105   803,972 6,093 SH   SOLE   0 0 6,093
META PLATFORMS INC CL A 30303M102   10,758,511 22,156 SH   SOLE   0 0 22,156
MICRON TECHNOLOGY INC COM 595112103   403,774 3,425 SH   SOLE   0 0 3,425
MICROSOFT CORP COM 594918104   9,136,777 21,717 SH   SOLE   0 0 21,717
MILLER INDS INC TENN COM NEW 600551204   613,675 12,249 SH   SOLE   0 0 12,249
MUELLER INDS INC COM 624756102   605,419 11,226 SH   SOLE   0 0 11,226
NETFLIX INC COM 64110L106   4,568,944 7,523 SH   SOLE   0 0 7,523
NORTHERN TR CORP COM 665859104   363,328 4,086 SH   SOLE   0 0 4,086
NRG ENERGY INC COM NEW 629377508   616,724 9,111 SH   SOLE   0 0 9,111
NUCOR CORP COM 670346105   481,887 2,435 SH   SOLE   0 0 2,435
NVIDIA CORPORATION COM 67066G104   19,750,015 21,858 SH   SOLE   0 0 21,858
OMNICOM GROUP INC COM 681919106   593,430 6,133 SH   SOLE   0 0 6,133
ORACLE CORP COM 68389X105   266,922 2,125 SH   SOLE   0 0 2,125
OSI SYSTEMS INC COM 671044105   598,131 4,188 SH   SOLE   0 0 4,188
PACKAGING CORP AMER COM 695156109   574,844 3,029 SH   SOLE   0 0 3,029
PALO ALTO NETWORKS INC COM 697435105   7,890,575 27,771 SH   SOLE   0 0 27,771
PARK-OHIO HLDGS CORP COM 700666100   543,792 20,382 SH   SOLE   0 0 20,382
PEPSICO INC COM 713448108   402,348 2,299 SH   SOLE   0 0 2,299
PERDOCEO ED CORP COM 71363P106   556,389 31,685 SH   SOLE   0 0 31,685
PFIZER INC COM 717081103   9,246,800 333,218 SH   SOLE   0 0 333,218
PHOTRONICS INC COM 719405102   558,386 19,717 SH   SOLE   0 0 19,717
POLARIS INC COM 731068102   295,955 2,956 SH   SOLE   0 0 2,956
PURE STORAGE INC CL A 74624M102   287,245 5,525 SH   SOLE   0 0 5,525
QUALCOMM INC COM 747525103   1,213,543 7,168 SH   SOLE   0 0 7,168
QUANTA SVCS INC COM 00748E106   5,929,676 22,824 SH   SOLE   0 0 22,824
REGENERON PHARMACEUTICALS COM 75886F107   563,057 585 SH   SOLE   0 0 585
RTX CORPORATION COM 00755E105   549,485 5,634 SH   SOLE   0 0 5,634
RUSH ENTERPRISES INC CL A 781846209   1,269,441 23,719 SH   SOLE   0 0 23,719
SALESFORCE INC COM 79466L302   8,673,683 28,799 SH   SOLE   0 0 28,799
SCHWAB CHARLES CORP COM 808513105   217,020 3,000 SH   SOLE   0 0 3,000
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   366,087 7,435 SH   SOLE   0 0 7,435
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   356,838 5,845 SH   SOLE   0 0 5,845
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   277,719 4,475 SH   SOLE   0 0 4,475
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   387,711 9,808 SH   SOLE   0 0 9,808
SEMPRA COM 816851109   278,198 3,873 SH   SOLE   0 0 3,873
SHOPIFY INC CL A 82509L107   9,203,063 119,257 SH   SOLE   0 0 119,257
SNOWFLAKE INC CL A 833445109   7,348,437 45,473 SH   SOLE   0 0 45,473
SOLARWINDS CORP COM NEW 83417Q204   582,262 46,138 SH   SOLE   0 0 46,138
SOUTHERN CO COM 842587107   308,052 4,294 SH   SOLE   0 0 4,294
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,661,271 3,176 SH   SOLE   0 0 3,176
SPOK HLDGS INC COM 84863T106   483,732 30,328 SH   SOLE   0 0 30,328
STEEL DYNAMICS INC COM 858119100   285,343 1,925 SH   SOLE   0 0 1,925
SURMODICS INC COM 868873100   551,358 18,792 SH   SOLE   0 0 18,792
TARGET CORP COM 00876E110   1,485,375 8,382 SH   SOLE   0 0 8,382
THERMO FISHER SCIENTIFIC INC COM 883556102   7,741,718 13,320 SH   SOLE   0 0 13,320
TORONTO DOMINION BK ONT COM NEW 891160509   267,967 4,438 SH   SOLE   0 0 4,438
TYSON FOODS INC CL A 902494103   689,256 11,736 SH   SOLE   0 0 11,736
UIPATH INC CL A 90364P105   6,176,079 272,434 SH   SOLE   0 0 272,434
UNITED PARCEL SERVICE INC CL B 911312106   249,699 1,680 SH   SOLE   0 0 1,680
UNITEDHEALTH GROUP INC COM 91324P102   6,929,263 14,007 SH   SOLE   0 0 14,007
VALERO ENERGY CORP COM 91913Y100   256,035 1,500 SH   SOLE   0 0 1,500
VANGUARD INDEX FDS GROWTH ETF 922908736   944,792 2,745 SH   SOLE   0 0 2,745
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   355,126 6,055 SH   SOLE   0 0 6,055
VERIZON COMMUNICATIONS INC COM 92343V104   296,238 7,060 SH   SOLE   0 0 7,060
VILLAGE SUPER MKT INC CL A NEW 927107409   575,205 20,105 SH   SOLE   0 0 20,105
VISA INC COM CL A 92826C839   7,678,887 27,515 SH   SOLE   0 0 27,515
WALMART INC COM 931142103   288,816 4,800 SH   SOLE   0 0 4,800
WELLS FARGO CO NEW COM 949746101   401,895 6,934 SH   SOLE   0 0 6,934
WILLIAMS COS INC COM 969457100   369,553 9,483 SH   SOLE   0 0 9,483
YUM BRANDS INC COM 988498101   332,760 2,400 SH   SOLE   0 0 2,400
ZIONS BANCORPORATION N A COM 989701107   555,477 12,799 SH   SOLE   0 0 12,799
ZSCALER INC COM 98980G102   9,081,157 47,143 SH   SOLE   0 0 47,143