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
ABBVIE INC COM 00287Y109   247,108 1,441 SH   SOLE   1,441 0 0
ADOBE INC COM 00724F101   1,297,186 2,335 SH   SOLE   2,335 0 0
ADVANCED MICRO DEVICES INC COM 007903107   858,902 5,295 SH   SOLE   5,295 0 0
AGCO CORP COM 001084102   278,958 2,850 SH   SOLE   2,850 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   383,962 5,333 SH   SOLE   5,333 0 0
ALPHABET INC CAP STK CL A 02079K305   18,250,073 100,193 SH   SOLE   100,193 0 0
ALPHABET INC CAP STK CL C 02079K107   20,776,606 113,273 SH   SOLE   113,273 0 0
ALPS ETF TR ALERIAN MLP 00162Q452   3,350,353 69,828 SH   SOLE   69,828 0 0
AMAZON COM INC COM 023135106   45,703,496 236,499 SH   SOLE   236,499 0 0
APPLE INC COM 037833100   56,281,779 267,220 SH   SOLE   267,220 0 0
ARCH CAP GROUP LTD ORD G0450A105   353,115 3,500 SH   SOLE   3,500 0 0
ARES CAPITAL CORP COM 04010L103   231,207 11,094 SH   SOLE   11,094 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   527,675 3,225 SH   SOLE   3,225 0 0
AURORA INNOVATION INC CLASS A COM 051774107   1,461,967 527,786 SH   SOLE   527,786 0 0
AUTODESK INC COM 052769106   279,371 1,129 SH   SOLE   1,129 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   355,475 2,500 SH   SOLE   2,500 0 0
AXON ENTERPRISE INC COM 05464C101   7,867,095 26,737 SH   SOLE   26,737 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   612,241 1 SH   SOLE   1 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,923,265 7,186 SH   SOLE   7,186 0 0
BLACKROCK INVT QUALITY MUN T COM 09247D105   180,906 15,113 SH   SOLE   15,113 0 0
BLACKROCK MUN INCOME TR SH BEN INT 09248F109   201,046 19,691 SH   SOLE   19,691 0 0
BLOCK INC CL A 852234103   1,778,957 27,585 SH   SOLE   27,585 0 0
BOOKING HOLDINGS INC COM 09857L108   637,802 161 SH   SOLE   161 0 0
BROADCOM INC COM 11135F101   1,782,824 1,110 SH   SOLE   1,110 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   475,474 1,545 SH   SOLE   1,545 0 0
CATERPILLAR INC COM 149123101   302,788 909 SH   SOLE   909 0 0
CECO ENVIRONMENTAL CORP COM 125141101   432,750 15,000 SH   SOLE   15,000 0 0
CENCORA INC COM 03073E105   1,351,800 6,000 SH   SOLE   6,000 0 0
CF INDS HLDGS INC COM 125269100   217,062 2,929 SH   SOLE   2,929 0 0
CHEVRON CORP NEW COM 166764100   601,829 3,848 SH   SOLE   3,848 0 0
CINTAS CORP COM 172908105   437,928 625 SH   SOLE   625 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   277,800 15,000 SH   SOLE   15,000 0 0
COCA COLA CO COM 191216100   1,957,783 30,759 SH   SOLE   30,759 0 0
COMPASS INC CL A 20464U100   50,990 14,164 SH   SOLE   14,164 0 0
CONSTELLATION BRANDS INC CL A 21036P108   262,829 1,022 SH   SOLE   1,022 0 0
COSTCO WHSL CORP NEW COM 22160K105   2,550,331 3,000 SH   SOLE   3,000 0 0
CROCS INC COM 227046109   760,347 5,210 SH   SOLE   5,210 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   1,547,321 4,038 SH   SOLE   4,038 0 0
DATADOG INC CL A COM 23804L103   549,237 4,235 SH   SOLE   4,235 0 0
DECKERS OUTDOOR CORP COM 243537107   2,226,285 2,300 SH   SOLE   2,300 0 0
DIGITAL RLTY TR INC COM 253868103   222,361 1,462 SH   SOLE   1,462 0 0
DISNEY WALT CO COM 254687106   1,351,942 13,616 SH   SOLE   13,616 0 0
EATON CORP PLC SHS G29183103   1,099,933 3,508 SH   SOLE   3,508 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   252,540 2,734 SH   SOLE   2,734 0 0
ELI LILLY & CO COM 532457108   1,777,283 1,963 SH   SOLE   1,963 0 0
EMERSON ELEC CO COM 291011104   307,457 2,791 SH   SOLE   2,791 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   546,602 18,861 SH   SOLE   18,861 0 0
EVEREST GROUP LTD COM G3223R108   285,765 750 SH   SOLE   750 0 0
EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102   85,846 33,665 SH   SOLE   33,665 0 0
EXXON MOBIL CORP COM 30231G102   6,058,742 52,630 SH   SOLE   52,630 0 0
FAIR ISAAC CORP COM 303250104   454,041 305 SH   SOLE   305 0 0
FIDELITY COVINGTON TRUST HIGH DIVID ETF 316092840   830,345 17,750 SH   SOLE   17,750 0 0
FIDELITY WISE ORIGIN BITCOIN SHS 315948109   203,283 3,875 SH   SOLE   3,875 0 0
FORTINET INC COM 34959E109   651,037 10,802 SH   SOLE   10,802 0 0
GAMESTOP CORP NEW CL A 36467W109   224,679 9,100 SH   SOLE   9,100 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   232,946 515 SH   SOLE   515 0 0
GRAINGER W W INC COM 384802104   554,878 615 SH   SOLE   615 0 0
HALLIBURTON CO COM 406216101   287,130 8,500 SH   SOLE   8,500 0 0
HOME DEPOT INC COM 437076102   511,166 1,485 SH   SOLE   1,485 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   1,410,175 3,170 SH   SOLE   3,170 0 0
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649   295,665 1,500 SH   SOLE   1,500 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   240,689 1,465 SH   SOLE   1,465 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   7,863,936 16,414 SH   SOLE   16,414 0 0
ISHARES BITCOIN TR SHS 46438F101   4,133,262 121,068 SH   SOLE   121,068 0 0
ISHARES TR 20 YR TR BD ETF 464287432   801,177 8,729 SH   SOLE   8,729 0 0
ISHARES TR PFD AND INCM SEC 464288687   235,971 7,479 SH   SOLE   7,479 0 0
ISHARES TR CORE US AGGBD ET 464287226   695,512 7,165 SH   SOLE   7,165 0 0
ISHARES TR S&P 100 ETF 464287101   236,549 895 SH   SOLE   895 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   318,443 1,570 SH   SOLE   1,570 0 0
ISHARES TR ISHARES BIOTECH 464287556   405,295 2,953 SH   SOLE   2,953 0 0
ISHARES TR RUS 2000 GRW ETF 464287648   636,247 2,424 SH   SOLE   2,424 0 0
ISHARES TR CORE S&P SCP ETF 464287804   652,133 6,114 SH   SOLE   6,114 0 0
ISHARES TR 7-10 YR TRSY BD 464287440   284,989 3,043 SH   SOLE   3,043 0 0
ISHARES TR IBOXX INV CP ETF 464287242   273,883 2,557 SH   SOLE   2,557 0 0
ISHARES TR 20 YR TR BD ETF 464287432   192,738 2,100 SH Call SOLE   2,100 0 0
JOHNSON & JOHNSON COM 478160104   348,032 2,381 SH   SOLE   2,381 0 0
JPMORGAN CHASE & CO. COM 46625H100   1,452,692 7,182 SH   SOLE   7,182 0 0
KINSALE CAP GROUP INC COM 49714P108   269,696 700 SH   SOLE   700 0 0
KLA CORP COM NEW 482480100   746,182 905 SH   SOLE   905 0 0
LINCOLN ELEC HLDGS INC COM 533900106   806,436 4,275 SH   SOLE   4,275 0 0
LULULEMON ATHLETICA INC COM 550021109   223,726 749 SH   SOLE   749 0 0
MASTERCARD INCORPORATED CL A 57636Q104   835,087 1,893 SH   SOLE   1,893 0 0
MCDONALDS CORP COM 580135101   397,255 1,559 SH   SOLE   1,559 0 0
MCKESSON CORP COM 58155Q103   873,140 1,495 SH   SOLE   1,495 0 0
MERCK & CO INC COM 58933Y105   558,495 4,511 SH   SOLE   4,511 0 0
META PLATFORMS INC CL A 30303M102   11,664,356 23,133 SH   SOLE   23,133 0 0
MICROSOFT CORP COM 594918104   40,186,951 89,914 SH   SOLE   89,914 0 0
MONGODB INC CL A 60937P106   227,964 912 SH   SOLE   912 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   224,775 4,500 SH   SOLE   4,500 0 0
NETFLIX INC COM 64110L106   7,644,366 11,327 SH   SOLE   11,327 0 0
NEXTERA ENERGY INC COM 65339F101   503,551 7,111 SH   SOLE   7,111 0 0
NOVO-NORDISK A S ADR 670100205   768,655 5,385 SH   SOLE   5,385 0 0
NVIDIA CORPORATION COM 67066G104   6,046,606 48,945 SH   SOLE   48,945 0 0
OCCIDENTAL PETE CORP COM 674599105   1,445,586 22,935 SH   SOLE   22,935 0 0
ON HLDG AG NAMEN AKT A H5919C104   395,760 10,200 SH   SOLE   10,200 0 0
ORACLE CORP COM 68389X105   1,450,167 10,270 SH   SOLE   10,270 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   1,229,518 48,540 SH   SOLE   48,540 0 0
PALO ALTO NETWORKS INC COM 697435105   2,185,936 6,448 SH   SOLE   6,448 0 0
PAYPAL HLDGS INC COM 70450Y103   790,311 13,619 SH   SOLE   13,619 0 0
PFIZER INC COM 717081103   274,189 9,799 SH   SOLE   9,799 0 0
PINTEREST INC CL A 72352L106   889,773 20,190 SH   SOLE   20,190 0 0
PROCTER AND GAMBLE CO COM 742718109   325,658 1,975 SH   SOLE   1,975 0 0
PRUDENTIAL FINL INC COM 744320102   271,963 2,321 SH   SOLE   2,321 0 0
PUBLIC STORAGE OPER CO COM 74460D109   3,070,499 10,674 SH   SOLE   10,674 0 0
QUANTA SVCS INC COM 74762E102   381,135 1,500 SH   SOLE   1,500 0 0
ROKU INC COM CL A 77543R102   538,651 8,988 SH   SOLE   8,988 0 0
SABINE RTY TR UNIT BEN INT 785688102   1,417,026 21,905 SH   SOLE   21,905 0 0
SALESFORCE INC COM 79466L302   1,175,097 4,571 SH   SOLE   4,571 0 0
SCHWAB CHARLES CORP COM 808513105   496,602 6,739 SH   SOLE   6,739 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   885,159 3,913 SH   SOLE   3,913 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   385,263 3,161 SH   SOLE   3,161 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   552,857 3,031 SH   SOLE   3,031 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   869,545 5,966 SH   SOLE   5,966 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   434,947 10,580 SH   SOLE   10,580 0 0
SERVICENOW INC COM 81762P102   2,024,102 2,573 SH   SOLE   2,573 0 0
SHOPIFY INC CL A 82509L107   806,933 12,217 SH   SOLE   12,217 0 0
SNOWFLAKE INC CL A 833445109   910,777 6,742 SH   SOLE   6,742 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   332,134 849 SH   SOLE   849 0 0
SPDR GOLD TR GOLD SHS 78463V107   811,582 3,775 SH   SOLE   3,775 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   5,618,476 10,324 SH   SOLE   10,324 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   379,932 2,186 SH   SOLE   2,186 0 0
TESLA INC COM 88160R101   4,727,155 23,889 SH   SOLE   23,889 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102   14,175,082 19,305 SH   SOLE   19,305 0 0
THE TRADE DESK INC COM CL A 88339J105   1,283,538 13,142 SH   SOLE   13,142 0 0
TRANSDIGM GROUP INC COM 893641100   855,999 670 SH   SOLE   670 0 0
UBER TECHNOLOGIES INC COM 90353T100   2,048,704 28,188 SH   SOLE   28,188 0 0
UNION PAC CORP COM 907818108   2,018,788 8,922 SH   SOLE   8,922 0 0
UNITEDHEALTH GROUP INC COM 91324P102   452,639 889 SH   SOLE   889 0 0
VANECK ETF TRUST PHARMACEUTCL ETF 92189F692   493,652 5,396 SH   SOLE   5,396 0 0
VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643   231,818 2,677 SH   SOLE   2,677 0 0
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680   733,125 7,815 SH   SOLE   7,815 0 0
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714   590,355 7,710 SH   SOLE   7,710 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702   658,533 1,142 SH   SOLE   1,142 0 0
VEEVA SYS INC CL A COM 922475108   324,660 1,774 SH   SOLE   1,774 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   369,548 8,961 SH   SOLE   8,961 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   601,229 6,945 SH   SOLE   6,945 0 0
VISA INC COM CL A 92826C839   521,726 1,988 SH   SOLE   1,988 0 0
WALMART INC COM 931142103   834,697 12,328 SH   SOLE   12,328 0 0
WASTE MGMT INC DEL COM 94106L109   1,391,687 6,523 SH   SOLE   6,523 0 0
ZOETIS INC CL A 98978V103   582,943 3,363 SH   SOLE   3,363 0 0
ZSCALER INC COM 98980G102   5,851,993 30,449 SH   SOLE   30,449 0 0