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SHS CLASS A N97284108 BBG001TBY593 393543 1425 SH SOLE 0 0 1425 NETFLIX INC. COM 64110L106 BBG001SF6L46 4200604 58832 SH SOLE 0 0 58832 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 570948 6505 SH SOLE 0 0 6505 NOKIA CORP SPONSORED ADR 654902204 BBG001SCPCG9 3016206 227124 SH SOLE 0 0 227124 NUCOR CORP COM 670346105 BBG001S5TRV0 947134 4252 SH SOLE 0 0 4252 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 31627640 158067 SH SOLE 0 0 158067 OCCIDENTAL PETE CORP COM 674599105 BBG001S5TZG9 237994 4900 SH SOLE 0 0 4900 ORACLE CORP COM 68389X105 BBG001S5SJG6 507653 3464 SH SOLE 0 0 3464 PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 482886 1416 SH SOLE 0 0 1416 PATTERSON-UTI ENERGY INC COM 703481101 BBG001S7GWF7 123930 13500 SH SOLE 0 0 13500 PEPSICO INC COM 713448108 BBG001S695T1 819847 6055 SH SOLE 0 0 6055 PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 318403 1761 SH SOLE 0 0 1761 PROCTER & GAMBLE CO COM 742718109 BBG001S5V4L9 1488102 10148 SH SOLE 0 0 10148 QNITY ELECTRONICS INC COMMON STOCK 74743L100 BBG01TRL7564 765108 4685 SH SOLE 0 0 4685 RIOT PLATFORMS INC COM 767292105 BBG001SDW128 384005 14025 SH SOLE 0 0 14025 ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXP6 1786488 17815 SH SOLE 0 0 17815 ROSS STORES INC COM 778296103 BBG001S5VRS1 518290 2435 SH SOLE 0 0 2435 ROYCE MICRO-CAP TR INC COM 780915104 BBG001S6DP67 146400 10000 SH SOLE 0 0 10000 SALESFORCE INC COM 79466L302 BBG001SDLP09 464972 2969 SH SOLE 0 0 2969 SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 1586306 17192 SH SOLE 0 0 17192 SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 BBG001S7T1S7 730263 13750 SH SOLE 0 0 13750 SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 BBG001S7TD56 1074243 23693 SH SOLE 0 0 23693 SERVICENOW INC COM 81762P102 BBG001T4JFC0 2503843 25220 SH SOLE 0 0 25220 SHOPIFY INC CL A SUB VTG SHS 82509L107 BBG004DW5NC7 1515856 13276 SH SOLE 0 0 13276 SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 BBG001SP0YQ8 411665 1235 SH SOLE 0 0 1235 SNOWFLAKE INC COM SHS 833445109 BBG007DHGNK2 1285992 5053 SH SOLE 0 0 5053 STARBUCKS CORP COM 855244109 BBG001S72KH6 1229347 12030 SH SOLE 0 0 12030 TESLA INC COM 88160R101 BBG001SQKGD7 2473128 5880 SH SOLE 0 0 5880 TEXAS PACIFIC LAND CORPORATI COM 88262P102 BBG00YRJXKC0 216632 495 SH SOLE 0 0 495 TRAVELERS COMPANIES INC COM 89417E109 BBG001S5R103 887691 2689 SH SOLE 0 0 2689 UNION PAC CORP COM 907818108 BBG001S5X2M0 900048 3309 SH SOLE 0 0 3309 UNITED PARCEL SVCS INC CL B 911312106 BBG001SDGSH1 832052 7740 SH SOLE 0 0 7740 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 1380188 19371 SH SOLE 0 0 19371 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 225461 5325 SH SOLE 0 0 5325 VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 2365176 7065 SH SOLE 0 0 7065 VIRTU FINL INC CL A 928254101 BBG0064N2T87 963843 16180 SH SOLE 0 0 16180 VISA INC COM CL A 92826C839 BBG001SRCFY3 2083591 6073 SH SOLE 0 0 6073 WALMART INC COM 931142103 BBG001S5XH92 976983 8626 SH SOLE 0 0 8626