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
AAON INC Common Stock 000360206   1,003,000 13,600 SH   SOLE 0 13,600 0 0
ABBVIE INC Common Stock 00287Y109   313,883 1,691 SH   SOLE 0 1,691 0 0
ADDUS HOMECARE CORP Common Stock 006739106   253,418 2,200 SH   SOLE 0 2,200 0 0
ADVANCED MICRO DEVICES INC Common Stock 007903107   2,207,538 15,557 SH   SOLE 0 15,557 0 0
AGNICO EAGLE MINES LTD Common Stock 008474108   828,839 6,986 SH   SOLE 0 6,986 0 0
ALAMOS GOLD INC NEW Common Stock 011532108   677,748 25,588 SH   SOLE 0 25,588 0 0
ALIBABA GROUP HLDG LTD ADR 01609W102   169,548 1,495 SH   SOLE 0 1,495 0 0
ALPHABET INC Common Stock 02079K107   5,250,744 29,600 SH   SOLE 0 29,600 0 0
AMAZON COM INC Common Stock 023135106   7,604,935 34,664 SH   SOLE 0 34,664 0 0
AMGEN INC Common Stock 031162100   10,331 37 SH   SOLE 0 37 0 0
ANSYS INC Common Stock 03662Q105   735,806 2,095 SH   SOLE 0 2,095 0 0
APPLE INC Common Stock 037833100   9,164,123 44,666 SH   SOLE 0 44,666 0 0
ARISTA NETWORKS INC Common Stock 040413106   148,656 1,453 SH   SOLE 0 1,453 0 0
ARM HOLDINGS PLC ADR 042068205   2,803,763 17,335 SH   SOLE 0 17,335 0 0
ATLASSIAN CORPORATION Common Stock 049468101   406,180 2,000 SH   SOLE 0 2,000 0 0
AUTODESK INC Common Stock 052769106   702,724 2,270 SH   SOLE 0 2,270 0 0
AXON ENTERPRISE INC Common Stock 05464C101   280,672 339 SH   SOLE 0 339 0 0
BAKER HUGHES COMPANY Common Stock 05722G100   9,585 250 SH   SOLE 0 250 0 0
BARRICK GOLD CORP Common Stock 067901108   164,714 7,945 SH   SOLE 0 7,945 0 0
BLACKROCK INC Common Stock 09247X101   9,443 9 SH   SOLE 0 9 0 0
BLOCK INC Common Stock 852234103   2,465,859 36,300 SH   SOLE 0 36,300 0 0
BOOT BARN HLDGS INC Common Stock 099406100   221,160 1,455 SH   SOLE 0 1,455 0 0
BOSTON SCIENTIFIC CORP Common Stock 101137107   728,025 6,778 SH   SOLE 0 6,778 0 0
BRISTOL-MYERS SQUIBB CO Common Stock 110122108   925,800 20,000 SH   SOLE 0 20,000 0 0
BROADCOM INC Common Stock 11135F101   500,305 1,815 SH   SOLE 0 1,815 0 0
CADENCE DESIGN SYSTEM INC Common Stock 127387108   2,002,975 6,500 SH   SOLE 0 6,500 0 0
CANADIAN PACIFIC KANSAS CITY Common Stock 13646K108   1,712,728 21,650 SH   SOLE 0 21,650 0 0
CAPITAL ONE FINL CORP Common Stock 14040H105   21,276 100 SH   SOLE 0 100 0 0
CARNIVAL CORP Common Stock 143658300   1,359,771 48,356 SH   SOLE 0 48,356 0 0
CASELLA WASTE SYS INC Common Stock 147448104   473,058 4,100 SH   SOLE 0 4,100 0 0
CATERPILLAR INC Common Stock 149123101   1,331,172 3,429 SH   SOLE 0 3,429 0 0
CHENIERE ENERGY INC Common Stock 16411R208   303,182 1,245 SH   SOLE 0 1,245 0 0
CHEWY INC Common Stock 16679L109   2,161,686 50,720 SH   SOLE 0 50,720 0 0
CHIPOTLE MEXICAN GRILL INC Common Stock 169656105   72,995 1,300 SH   SOLE 0 1,300 0 0
CHUBB LIMITED Common Stock H1467J104   13,907 48 SH   SOLE 0 48 0 0
CLEAN HARBORS INC Common Stock 184496107   4,081,945 17,657 SH   SOLE 0 17,657 0 0
CLOUDFLARE INC Common Stock 18915M107   431,609 2,204 SH   SOLE 0 2,204 0 0
CME GROUP INC Common Stock 12572Q105   1,388,849 5,039 SH   SOLE 0 5,039 0 0
COCA COLA CO Common Stock 191216100   1,891,501 26,735 SH   SOLE 0 26,735 0 0
COEUR MNG INC Common Stock 192108504   288,473 32,559 SH   SOLE 0 32,559 0 0
CONOCOPHILLIPS Common Stock 20825C104   58,331 650 SH   SOLE 0 650 0 0
CONSTRUCTION PARTNERS INC Common Stock 21044C107   4,667,286 43,915 SH   SOLE 0 43,915 0 0
CORPAY INC Common Stock 219948106   18,914 57 SH   SOLE 0 57 0 0
COSTCO WHSL CORP NEW Common Stock 22160K105   1,391,856 1,406 SH   SOLE 0 1,406 0 0
CRH PLC Common Stock G25508105   9,180 100 SH   SOLE 0 100 0 0
CROWDSTRIKE HLDGS INC Common Stock 22788C105   1,160,717 2,279 SH   SOLE 0 2,279 0 0
CSX CORP Common Stock 126408103   261,040 8,000 SH   SOLE 0 8,000 0 0
CUSTOMERS BANCORP INC Common Stock 23204G100   234,960 4,000 SH   SOLE 0 4,000 0 0
CVS HEALTH CORP Common Stock 126650100   10,347 150 SH   SOLE 0 150 0 0
CYBERARK SOFTWARE LTD Common Stock M2682V108   4,821,528 11,850 SH   SOLE 0 11,850 0 0
DATADOG INC Common Stock 23804L103   2,793,661 20,797 SH   SOLE 0 20,797 0 0
DECKERS OUTDOOR CORP Common Stock 243537107   465,876 4,520 SH   SOLE 0 4,520 0 0
DEERE & CO Common Stock 244199105   5,085 10 SH   SOLE 0 10 0 0
DEXCOM INC Common Stock 252131107   2,921,596 33,470 SH   SOLE 0 33,470 0 0
DISNEY WALT CO Common Stock 254687106   17,361 140 SH   SOLE 0 140 0 0
DOLLAR GEN CORP NEW Common Stock 256677105   17,958 157 SH   SOLE 0 157 0 0
DUTCH BROS INC Common Stock 26701L100   2,574,951 37,662 SH   SOLE 0 37,662 0 0
EMERSON ELEC CO Common Stock 291011104   1,213,303 9,100 SH   SOLE 0 9,100 0 0
EOG RES INC Common Stock 26875P101   95,210 796 SH   SOLE 0 796 0 0
EXACT SCIENCES CORP Common Stock 30063P105   127,536 2,400 SH   SOLE 0 2,400 0 0
EXXON MOBIL CORP Common Stock 30231G102   9,163 85 SH   SOLE 0 85 0 0
FAIR ISAAC CORP Common Stock 303250104   731,184 400 SH   SOLE 0 400 0 0
FEDERAL SIGNAL CORP Common Stock 313855108   2,894,411 27,198 SH   SOLE 0 27,198 0 0
FEDEX CORP Common Stock 31428X106   5,683 25 SH   SOLE 0 25 0 0
FERGUSON ENTERPRISES INC Common Stock 31488V107   381,063 1,750 SH   SOLE 0 1,750 0 0
FISERV INC Common Stock 337738108   931,014 5,400 SH   SOLE 0 5,400 0 0
FLOWSERVE CORP Common Stock 34354P105   104,700 2,000 SH   SOLE 0 2,000 0 0
FREEPORT-MCMORAN INC Common Stock 35671D857   216,100 4,985 SH   SOLE 0 4,985 0 0
FRESHPET INC Common Stock 358039105   1,257,260 18,500 SH   SOLE 0 18,500 0 0
GRIFFON CORP Common Stock 398433102   1,363,813 18,845 SH   SOLE 0 18,845 0 0
GUARDANT HEALTH INC Common Stock 40131M109   530,808 10,200 SH   SOLE 0 10,200 0 0
GXO LOGISTICS INCORPORATED Common Stock 36262G101   657,450 13,500 SH   SOLE 0 13,500 0 0
HOME DEPOT INC Common Stock 437076102   1,026,592 2,800 SH   SOLE 0 2,800 0 0
HOWMET AEROSPACE INC Common Stock 443201108   167,517 900 SH   SOLE 0 900 0 0
HUBSPOT INC Common Stock 443573100   954,620 1,715 SH   SOLE 0 1,715 0 0
INGERSOLL RAND INC Common Stock 45687V106   1,110,203 13,347 SH   SOLE 0 13,347 0 0
INTEL CORP Common Stock 458140100   27,552 1,230 SH   SOLE 0 1,230 0 0
INTERCONTINENTAL EXCHANGE IN Common Stock 45866F104   1,376,025 7,500 SH   SOLE 0 7,500 0 0
INTERNATIONAL BUSINESS MACHS Common Stock 459200101   17,687 60 SH   SOLE 0 60 0 0
INTUITIVE SURGICAL INC Common Stock 46120E602   6,229,652 11,464 SH   SOLE 0 11,464 0 0
IRIDIUM COMMUNICATIONS INC Common Stock 46269C102   676,502 22,423 SH   SOLE 0 22,423 0 0
JOHNSON & JOHNSON Common Stock 478160104   9,165 60 SH   SOLE 0 60 0 0
KEMPER CORP Common Stock 488401100   387,240 6,000 SH   SOLE 0 6,000 0 0
KINSALE CAP GROUP INC Common Stock 49714P108   290,340 600 SH   SOLE 0 600 0 0
KLAVIYO INC Common Stock 49845K101   2,370,748 70,600 SH   SOLE 0 70,600 0 0
KRATOS DEFENSE & SEC SOLUTIO Common Stock 50077B207   2,371,876 51,063 SH   SOLE 0 51,063 0 0
KROGER CO Common Stock 501044101   14,561 203 SH   SOLE 0 203 0 0
LATTICE SEMICONDUCTOR CORP Common Stock 518415104   1,247,775 25,470 SH   SOLE 0 25,470 0 0
LEVI STRAUSS & CO NEW Common Stock 52736R102   166,410 9,000 SH   SOLE 0 9,000 0 0
LINDE PLC Common Stock G54950103   380,974 812 SH   SOLE 0 812 0 0
LIVE NATION ENTERTAINMENT IN Common Stock 538034109   302,560 2,000 SH   SOLE 0 2,000 0 0
M/I HOMES INC Common Stock 55305B101   313,936 2,800 SH   SOLE 0 2,800 0 0
MACYS INC Common Stock 55616P104   8,500 729 SH   SOLE 0 729 0 0
MARATHON PETE CORP Common Stock 56585A102   11,129 67 SH   SOLE 0 67 0 0
MARTIN MARIETTA MATLS INC Common Stock 573284106   2,117,339 3,857 SH   SOLE 0 3,857 0 0
MARVELL TECHNOLOGY INC Common Stock 573874104   1,158,678 14,970 SH   SOLE 0 14,970 0 0
MASTERCARD INCORPORATED Common Stock 57636Q104   8,536,992 15,192 SH   SOLE 0 15,192 0 0
MCKESSON CORP Common Stock 58155Q103   1,870,055 2,552 SH   SOLE 0 2,552 0 0
MERCADOLIBRE INC Common Stock 58733R102   3,985,786 1,525 SH   SOLE 0 1,525 0 0
META PLATFORMS INC Common Stock 30303M102   5,174,011 7,010 SH   SOLE 0 7,010 0 0
MICROCHIP TECHNOLOGY INC. Common Stock 595017104   816,292 11,600 SH   SOLE 0 11,600 0 0
MICRON TECHNOLOGY INC Common Stock 595112103   3,242,708 26,310 SH   SOLE 0 26,310 0 0
MICROSOFT CORP Common Stock 594918104   15,445,078 31,051 SH   SOLE 0 31,051 0 0
MONDAY COM LTD Common Stock M7S64H106   210,702 670 SH   SOLE 0 670 0 0
MONOLITHIC PWR SYS INC Common Stock 609839105   2,621,997 3,585 SH   SOLE 0 3,585 0 0
MONSTER BEVERAGE CORP NEW Common Stock 61174X109   667,116 10,650 SH   SOLE 0 10,650 0 0
MOODYS CORP Common Stock 615369105   351,113 700 SH   SOLE 0 700 0 0
MSCI INC Common Stock 55354G100   517,913 898 SH   SOLE 0 898 0 0
MURPHY USA INC Common Stock 626755102   854,280 2,100 SH   SOLE 0 2,100 0 0
NATERA INC Common Stock 632307104   1,234,951 7,310 SH   SOLE 0 7,310 0 0
NAVITAS SEMICONDUCTOR CORP Common Stock 63942X106   740,150 113,000 SH   SOLE 0 113,000 0 0
NETFLIX INC Common Stock 64110L106   3,428,173 2,560 SH   SOLE 0 2,560 0 0
NEWMONT CORP Common Stock 651639106   167,905 2,882 SH   SOLE 0 2,882 0 0
NOV INC Common Stock 62955J103   124,300 10,000 SH   SOLE 0 10,000 0 0
NU HLDGS LTD Common Stock G6683N103   2,053,884 149,700 SH   SOLE 0 149,700 0 0
NVIDIA CORPORATION Common Stock 67066G104   15,044,598 95,225 SH   SOLE 0 95,225 0 0
NXP SEMICONDUCTORS N V Common Stock N6596X109   10,051 46 SH   SOLE 0 46 0 0
ON HLDG AG Common Stock H5919C104   2,063,783 39,650 SH   SOLE 0 39,650 0 0
ONESPAWORLD HOLDINGS LIMITED Common Stock P73684113   1,946,613 95,469 SH   SOLE 0 95,469 0 0
OREILLY AUTOMOTIVE INC Common Stock 67103H107   324,468 3,600 SH   SOLE 0 3,600 0 0
PALANTIR TECHNOLOGIES INC Common Stock 69608A108   204,480 1,500 SH   SOLE 0 1,500 0 0
PALO ALTO NETWORKS INC Common Stock 697435105   1,138,617 5,564 SH   SOLE 0 5,564 0 0
PARSONS CORP DEL Common Stock 70202L102   1,477,529 20,587 SH   SOLE 0 20,587 0 0
PHILIP MORRIS INTL INC Common Stock 718172109   281,391 1,545 SH   SOLE 0 1,545 0 0
POOL CORP Common Stock 73278L105   204,036 700 SH   SOLE 0 700 0 0
PRIMO BRANDS CORPORATION Common Stock 741623102   370,250 12,500 SH   SOLE 0 12,500 0 0
PROCORE TECHNOLOGIES INC Common Stock 74275K108   649,990 9,500 SH   SOLE 0 9,500 0 0
PROGRESSIVE CORP Common Stock 743315103   58,709 220 SH   SOLE 0 220 0 0
PTC INC Common Stock 69370C100   728,998 4,230 SH   SOLE 0 4,230 0 0
QUALCOMM INC Common Stock 747525103   1,716,026 10,775 SH   SOLE 0 10,775 0 0
QUANTA SVCS INC Common Stock 74762E102   2,896,471 7,661 SH   SOLE 0 7,661 0 0
RALPH LAUREN CORP Common Stock 751212101   8,228 30 SH   SOLE 0 30 0 0
RAMBUS INC DEL Common Stock 750917106   2,122,263 33,150 SH   SOLE 0 33,150 0 0
RANGE RES CORP Common Stock 75281A109   10,452 257 SH   SOLE 0 257 0 0
ROCKWELL AUTOMATION INC Common Stock 773903109   767,313 2,310 SH   SOLE 0 2,310 0 0
ROYAL CARIBBEAN GROUP Common Stock V7780T103   94,255 301 SH   SOLE 0 301 0 0
S&P GLOBAL INC Common Stock 78409V104   1,054,580 2,000 SH   SOLE 0 2,000 0 0
SERVICENOW INC Common Stock 81762P102   8,563,906 8,330 SH   SOLE 0 8,330 0 0
SHERWIN WILLIAMS CO Common Stock 824348106   240,352 700 SH   SOLE 0 700 0 0
SHOPIFY INC Common Stock 82509L107   534,186 4,631 SH   SOLE 0 4,631 0 0
SITEONE LANDSCAPE SUPPLY INC Common Stock 82982L103   1,040,084 8,600 SH   SOLE 0 8,600 0 0
SNOWFLAKE INC Common Stock 833445109   1,141,898 5,103 SH   SOLE 0 5,103 0 0
SWEETGREEN INC Common Stock 87043Q108   223,200 15,000 SH   SOLE 0 15,000 0 0
SYMBOTIC INC Common Stock 87151X101   4,720,081 121,495 SH   SOLE 0 121,495 0 0
SYNCHRONY FINANCIAL Common Stock 87165B103   26,029 390 SH   SOLE 0 390 0 0
SYNOPSYS INC Common Stock 871607107   733,132 1,430 SH   SOLE 0 1,430 0 0
TAKE-TWO INTERACTIVE SOFTWAR Common Stock 874054109   145,710 600 SH   SOLE 0 600 0 0
TELEDYNE TECHNOLOGIES INC Common Stock 879360105   333,001 650 SH   SOLE 0 650 0 0
TESLA INC Common Stock 88160R101   1,089,574 3,430 SH   SOLE 0 3,430 0 0
THE TRADE DESK INC Common Stock 88339J105   204,452 2,840 SH   SOLE 0 2,840 0 0
TOAST INC Common Stock 888787108   1,722,881 38,900 SH   SOLE 0 38,900 0 0
TOLL BROTHERS INC Common Stock 889478103   7,989 70 SH   SOLE 0 70 0 0
TRADEWEB MKTS INC Common Stock 892672106   2,831,376 19,340 SH   SOLE 0 19,340 0 0
UMB FINL CORP Common Stock 902788108   199,804 1,900 SH   SOLE 0 1,900 0 0
UNION PAC CORP Common Stock 907818108   299,104 1,300 SH   SOLE 0 1,300 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102   4,992 16 SH   SOLE 0 16 0 0
VEEVA SYS INC Common Stock 922475108   1,451,419 5,040 SH   SOLE 0 5,040 0 0
VERTIV HOLDINGS CO Common Stock 92537N108   102,728 800 SH   SOLE 0 800 0 0
VISA INC Common Stock 92826C839   6,793,527 19,134 SH   SOLE 0 19,134 0 0
VULCAN MATLS CO Common Stock 929160109   2,426,930 9,305 SH   SOLE 0 9,305 0 0
WABTEC Common Stock 929740108   1,819,461 8,691 SH   SOLE 0 8,691 0 0
WALMART INC Common Stock 931142103   1,372,733 14,039 SH   SOLE 0 14,039 0 0
WASTE CONNECTIONS INC Common Stock 94106B101   2,312,714 12,386 SH   SOLE 0 12,386 0 0
WASTE MGMT INC DEL Common Stock 94106L109   2,388,194 10,437 SH   SOLE 0 10,437 0 0
WELLS FARGO CO NEW Common Stock 949746101   1,064,394 13,285 SH   SOLE 0 13,285 0 0
WESCO INTL INC Common Stock 95082P105   9,260 50 SH   SOLE 0 50 0 0
3M CO Common Stock 88579Y101   7,308 48 SH   SOLE 0 48 0 0
ABBOTT LABS Common Stock 002824100   8,161 60 SH   SOLE 0 60 0 0
ALTRIA GROUP INC Common Stock 02209S103   4,690 80 SH   SOLE 0 80 0 0
AT&T INC Common Stock 00206R102   14,904 515 SH   SOLE 0 515 0 0
BANK NEW YORK MELLON CORP Common Stock 064058100   9,749 107 SH   SOLE 0 107 0 0
DELL TECHNOLOGIES INC Common Stock 24703L202   10,789 88 SH   SOLE 0 88 0 0
DUKE ENERGY CORP NEW Common Stock 26441C204   7,198 61 SH   SOLE 0 61 0 0
EQT CORP Common Stock 26884L109   10,906 187 SH   SOLE 0 187 0 0
GENERAL MTRS CO Common Stock 37045V100   9,498 193 SH   SOLE 0 193 0 0
MCDONALDS CORP Common Stock 580135101   1,016,167 3,478 SH   SOLE 0 3,478 0 0
ROPER TECHNOLOGIES INC Common Stock 776696106   9,636 17 SH   SOLE 0 17 0 0
SCHWAB CHARLES CORP Common Stock 808513105   11,131 122 SH   SOLE 0 122 0 0
TEXAS INSTRS INC Common Stock 882508104   6,229 30 SH   SOLE 0 30 0 0
TJX COS INC NEW Common Stock 872540109   4,940 40 SH   SOLE 0 40 0 0
T-MOBILE US INC Common Stock 872590104   4,765 20 SH   SOLE 0 20 0 0
TRANSDIGM GROUP INC Common Stock 893641100   6,083 4 SH   SOLE 0 4 0 0
WILLIAMS COS INC Common Stock 969457100   10,803 172 SH   SOLE 0 172 0 0
APPLOVIN CORP Common Stock 03831W108   105,024 300 SH   SOLE 0 300 0 0
DOORDASH INC Common Stock 25809K105   155,301 630 SH   SOLE 0 630 0 0
DYNATRACE INC Common Stock 268150109   70,779 1,282 SH   SOLE 0 1,282 0 0
UBER TECHNOLOGIES INC Common Stock 90353T100   74,640 800 SH   SOLE 0 800 0 0
SEA LTD ADR 81141R100   79,970 500 SH   SOLE 0 500 0 0
SPOTIFY TECHNOLOGY S A Common Stock L8681T102   76,734 100 SH   SOLE 0 100 0 0
EXTREME NETWORKS INC Common Stock 30226D106   843,650 47,000 SH   SOLE 0 47,000 0 0
SALESFORCE COM INC Common Stock 79466L302   4,264,326 15,638 SH   SOLE 0 15,638 0 0
AMERISOURCEBERGEN CORP Common Stock 03073E105   12,894 43 SH   SOLE 0 43 0 0
BK OF AMERICA CORP Common Stock 060505104   1,134,402 23,973 SH   SOLE 0 23,973 0 0
ANTHEM INC Common Stock 036752103   9,724 25 SH   SOLE 0 25 0 0
HARTFORD FINL SVCS GROUP INC Common Stock 416515104   13,956 110 SH   SOLE 0 110 0 0
CIGNA CORP NEW Common Stock 125523100   11,240 34 SH   SOLE 0 34 0 0
NORTHERN OIL AND GAS INC MN Common Stock 665531307   277,830 9,800 SH   SOLE 0 9,800 0 0
TEMPUR SEALY INTL INC Common Stock 88023U101   428,715 6,300 SH   SOLE 0 6,300 0 0
JPMORGAN CHASE & CO Common Stock 46625H100   1,762,073 6,078 SH   SOLE 0 6,078 0 0
RAYTHEON TECHNOLOGIES CORP Common Stock 75513E101   5,257 36 SH   SOLE 0 36 0 0