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
ACUITY, INC. COM 00508Y102   16,849,348 56,477 SH   SOLE 0 56,477 0 0
ADOBE SYSTEMS COM 00724F101   1,308,041 3,381 SH   SOLE 0 3,381 0 0
AFFIRM HOLDINGS - CL A. COM 00827B106   1,652,653 23,903 SH   SOLE 0 23,903 0 0
ALPHABET INC - CL C COM 02079K107   248,346 1,400 SH   SOLE 0 1,400 0 0
ALPHABET INC. CLASS A COM 02079K305   1,890,948 10,730 SH   SOLE 0 10,730 0 0
AMAZON COM 023135106   1,469,913 6,700 SH   SOLE 0 6,700 0 0
AMPLIFY CYBERSECURITY ETF COM 032108664   2,275,850 26,350 SH   SOLE 0 26,350 0 0
APPLE, INC. COM 037833100   618,588 3,015 SH   SOLE 0 3,015 0 0
ARCH CAPITAL GROUP LTD COM G0450A105   1,926,436 21,158 SH   SOLE 0 21,158 0 0
AT&T COM 00206R102   253,804 8,770 SH   SOLE 0 8,770 0 0
ATLAS ENERGY SOLUTIONS, INC. COM 642045108   14,887,963 1,113,535 SH   SOLE 0 1,113,535 0 0
AURORA INNOVATION, INC. COM 051774107   298,680 57,000 SH   SOLE 0 57,000 0 0
AVEPOINT, INC. COM 053604104   14,288,048 739,930 SH   SOLE 0 739,930 0 0
AXON ENTERPRISE, INC. COM 05464C101   30,969,924 37,406 SH   SOLE 0 37,406 0 0
BERKSHIRE HATHAWAY A COM 084670108   16,033,600 22 SH   SOLE 0 22 0 0
BERKSHIRE HATHAWAY B COM 084670702   3,655,905 7,526 SH   SOLE 0 7,526 0 0
BIO-TECHNE CORP COM 09073M104   975,904 18,968 SH   SOLE 0 18,968 0 0
BROADCOM INC COM 11135F101   854,515 3,100 SH   SOLE 0 3,100 0 0
CARDINAL HEALTH COM 14149Y108   2,028,768 12,076 SH   SOLE 0 12,076 0 0
CAVCO INDUSTRIES, INC. COM 149568107   23,881,920 54,973 SH   SOLE 0 54,973 0 0
CELLEBRITE DI LTD/ISRAEL COM M2197Q107   20,250,720 1,265,670 SH   SOLE 0 1,265,670 0 0
CHEVRON CORPORATION COM 166764100   428,997 2,996 SH   SOLE 0 2,996 0 0
CLEARWATER ANALYTICS HDS - CL A COM 185123106   20,075,687 915,444 SH   SOLE 0 915,444 0 0
COCA-COLA CO COM 191216100   712,806 10,075 SH   SOLE 0 10,075 0 0
COPART INC COM 217204106   21,275,574 433,576 SH   SOLE 0 433,576 0 0
CORNING INC COM 219350105   322,692 6,136 SH   SOLE 0 6,136 0 0
COSTAR GROUP INC COM 22160N109   23,404,681 291,103 SH   SOLE 0 291,103 0 0
CYBERARK SOFTWARE LTD/ISRAEL COM M2682V108   19,205,957 47,203 SH   SOLE 0 47,203 0 0
DANAHER CORPORATION COM 235851102   1,204,599 6,098 SH   SOLE 0 6,098 0 0
DELL TECHNOLOGIES - CLASS C COM 24703L202   797,268 6,503 SH   SOLE 0 6,503 0 0
ELI LILLY & COMPANY COM 532457108   261,922 336 SH   SOLE 0 336 0 0
ENERGY TRANSFER LP COM 29273V100   4,184,458 230,803 SH   SOLE 0 230,803 0 0
ENTERPRISE PRODUCTS PARTNERS COM 293792107   5,165,336 166,570 SH   SOLE 0 166,570 0 0
EQUIFAX, INC. COM 294429105   1,417,716 5,466 SH   SOLE 0 5,466 0 0
EQUINIX INC COM 29444U700   19,567,767 24,599 SH   SOLE 0 24,599 0 0
EXXON MOBIL CORP COM 30231G102   1,987,401 18,436 SH   SOLE 0 18,436 0 0
FACEBOOK INC - A COM 30303M102   4,432,230 6,005 SH   SOLE 0 6,005 0 0
FRANCO-NEVADA CORP COM 351858105   22,633,746 138,078 SH   SOLE 0 138,078 0 0
FRANKLIN SENIOR LOAN ETF COM 35473P595   11,322,291 467,284 SH   SOLE 0 467,284 0 0
FURY GOLD MINES LTD COM 36117T100   1,788,507 3,650,015 SH   SOLE 0 3,650,015 0 0
GAMCO GLOBAL GOLD NATURAL RESOURCES AND INCOME TRU COM 36465A109   640,940 146,000 SH   SOLE 0 146,000 0 0
GENEDX HOLDINGS - CL A. COM 81663L200   15,833,565 171,526 SH   SOLE 0 171,526 0 0
GLOBAL X NASDAQ 100 COVERED CALL ETF COM 37954Y483   167,200 10,000 SH   SOLE 0 10,000 0 0
GLOBALSTAR INC. COM 378973507   31,971,904 1,357,618 SH   SOLE 0 1,357,618 0 0
GOOSEHEAD INSURANCE INC-CL A COM 38267D109   2,918,196 27,658 SH   SOLE 0 27,658 0 0
HEALTHEQUITY, INC. COM 42226A107   29,270,363 279,404 SH   SOLE 0 279,404 0 0
INCYTE CORP COM 45337C102   9,969,840 146,400 SH   SOLE 0 146,400 0 0
INTERNATIONAL BUSINESS MACHINES CORP COM 459200101   352,557 1,196 SH   SOLE 0 1,196 0 0
INTUITIVE SURGICAL, INC. COM 46120E602   2,054,633 3,781 SH   SOLE 0 3,781 0 0
ISHARES BITCOIN TRUST COM 46438F101   214,235 3,500 SH   SOLE 0 3,500 0 0
ISHARES CHINA LARGE-CAP ETF COM 464287184   3,994,489 108,664 SH   SOLE 0 108,664 0 0
ISHARES CORE MSCI EUROPE ETF COM 46434V738   6,749,686 101,959 SH   SOLE 0 101,959 0 0
ISHARES GOLD TRUST COM 464285204   258,046 4,138 SH   SOLE 0 4,138 0 0
ISHARES MSCI BRAZIL COM 464286400   3,785,120 131,200 SH   SOLE 0 131,200 0 0
ISHARES MSCI MEXICO ETF COM 464286822   3,390,633 55,988 SH   SOLE 0 55,988 0 0
ISHARES RUSSELL 1000 GROWTH INDEX FUND COM 464287614   297,631 701 SH   SOLE 0 701 0 0
JFROG LTD COM M6191J100   14,032,736 319,798 SH   SOLE 0 319,798 0 0
JOBY AVIATION - CLASS A COM G65163100   211,000 20,000 SH   SOLE 0 20,000 0 0
JOHNSON & JOHNSON COM 478160104   259,675 1,700 SH   SOLE 0 1,700 0 0
KINDER MORGAN HOLDCO LLC COM 49456B101   1,942,928 66,086 SH   SOLE 0 66,086 0 0
KINSALE CAPITAL GROUP INC. COM 49714P108   19,418,907 40,130 SH   SOLE 0 40,130 0 0
LIGAND PHARMACEUTICALS - CL B COM 53220K504   34,391,269 302,527 SH   SOLE 0 302,527 0 0
MARKETAXESS HOLDINGS INC COM 57060D108   1,735,575 7,771 SH   SOLE 0 7,771 0 0
MEDTRONIC INC. COM G5960L103   1,466,548 16,824 SH   SOLE 0 16,824 0 0
MERCADO LIBRE COM 58733R102   2,820,107 1,079 SH   SOLE 0 1,079 0 0
MERCK & CO COM 58933Y105   1,453,536 18,362 SH   SOLE 0 18,362 0 0
MICROSOFT CORPORATION COM 594918104   8,960,841 18,015 SH   SOLE 0 18,015 0 0
MILLER INDUSTRIES RSUS COM 600551204   405,475 9,120 SH   SOLE 0 9,120 0 0
MORGAN STANLEY COM 617446448   376,096 2,670 SH   SOLE 0 2,670 0 0
MORNINGSTAR INC COM 617700109   1,902,102 6,059 SH   SOLE 0 6,059 0 0
NCINO, INC. COM 63947X101   10,324,846 369,140 SH   SOLE 0 369,140 0 0
NV5 GLOBAL, INC. COM 62945V109   1,787,397 77,410 SH   SOLE 0 77,410 0 0
ODDITY TECH, LTD. - CL A COM M7518J104   42,637,078 564,954 SH   SOLE 0 564,954 0 0
POWERFLEET, INC. COM 73931J109   344,800 80,000 SH   SOLE 0 80,000 0 0
PROGRESSIVE CORP/THE COM 743315103   660,212 2,474 SH   SOLE 0 2,474 0 0
PURE STORAGE COM 74624M102   1,186,666 20,609 SH   SOLE 0 20,609 0 0
RED VIOLET INC COM 75704L104   29,200,889 593,514 SH   SOLE 0 593,514 0 0
REPOSITRAK, INC. COM 700215304   15,565,826 792,154 SH   SOLE 0 792,154 0 0
ROBLOX CORP. - CL A COM 771049103   548,092 5,210 SH   SOLE 0 5,210 0 0
ROPER TECHNOLOGIES, INC COM 776696106   4,083,515 7,204 SH   SOLE 0 7,204 0 0
S&P GLOBAL INC. COM 78409V104   2,312,694 4,386 SH   SOLE 0 4,386 0 0
SENTINELONE, INC. - CLASS A COM 81730H109   15,460,182 845,743 SH   SOLE 0 845,743 0 0
SHOPIFY, INC. - CLASS A COM 82509L107   415,260 3,600 SH   SOLE 0 3,600 0 0
SKYWARD SPECIALTY INSURANCE GROUP COM 830940102   23,464,589 406,032 SH   SOLE 0 406,032 0 0
SPDR EURO STOXX 50 FUND COM 78463X202   7,486,439 125,338 SH   SOLE 0 125,338 0 0
SPDR S&P 500 ETF TRUST COM 78462F103   6,900,767 11,169 SH   SOLE 0 11,169 0 0
STONEX GROUP, INC. COM 861896108   32,940,912 361,432 SH   SOLE 0 361,432 0 0
SUPERNUS PHARMACEUTICALS INC. COM 868459108   18,104,205 574,372 SH   SOLE 0 574,372 0 0
TERADYNE INC. COM 880770102   995,324 11,069 SH   SOLE 0 11,069 0 0
THE TRADE DESK - CL A COM 88339J105   12,385,160 172,040 SH   SOLE 0 172,040 0 0
TKO GROUP HOLDINGS, INC. COM 87256C101   2,279,288 12,527 SH   SOLE 0 12,527 0 0
TYLER TECHNOLOGIES, INC COM 902252105   19,969,223 33,684 SH   SOLE 0 33,684 0 0
UFP TECHNOLOGIES, INC. COM 902673102   17,284,086 70,790 SH   SOLE 0 70,790 0 0
UNION PACIFIC CORP COM 907818108   9,512,658 41,345 SH   SOLE 0 41,345 0 0
VANECK RARE EARTH & METALS ETF COM 92189H805   2,690,982 66,313 SH   SOLE 0 66,313 0 0
VANGUARD REIT ETF COM 922908553   4,113,147 46,184 SH   SOLE 0 46,184 0 0
VANGUARD TOTAL STOCK MARKET ETF COM 922908769   28,445,417 93,592 SH   SOLE 0 93,592 0 0
VERTEX PHARMACEUTICALS INC. COM 92532F100   3,431,156 7,707 SH   SOLE 0 7,707 0 0
VICI PROPERTIES COM 925652109   6,707,776 205,760 SH   SOLE 0 205,760 0 0
VICOR CORP COM 925815102   10,499,116 231,462 SH   SOLE 0 231,462 0 0
VITESSE ENERGY INC. COM 92852X103   393,865 17,830 SH   SOLE 0 17,830 0 0
WAL-MART STORES INC COM 931142103   949,542 9,711 SH   SOLE 0 9,711 0 0