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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABORATORIES COM 002824100 366 2,600 SH   SOLE   2,600 0 0
ACCENTURE PLC COM G1151C101 788 1,900 SH   SOLE   1,900 0 0
ADOBE INC. COM 00724F101 6,011 10,600 SH   SOLE   10,600 0 0
AIR PRODUCTS & CHEMICALS INC. COM 009158106 913 3,000 SH   SOLE   3,000 0 0
ALIBABA GROUP HOLDING COM 01609W102 4,110 34,600 SH   SOLE   34,600 0 0
ALPHABET INC., CLASS-A COM 02079K305 59,540 20,552 SH   SOLE   20,552 0 0
ALPHABET INC., CLASS-C COM 02079K107 60,702 20,978 SH   SOLE   20,978 0 0
AMAZON.COM INC. COM 023135106 111,610 33,473 SH   SOLE   33,473 0 0
AMERICAN EXPRESS CO. COM 025816109 883 5,400 SH   SOLE   5,400 0 0
APPLE INC. COM 037833100 1,970 11,092 SH   SOLE   11,092 0 0
APTARGROUP, INC. COM 038336103 1,288 10,520 SH   SOLE   10,520 0 0
APTIV PLC COM G6095L109 30,895 187,300 SH   SOLE   187,300 0 0
AUTODESK INC. COM 052769106 422 1,500 SH   SOLE   1,500 0 0
AVALARA INC. COM 05338G106 14,957 115,850 SH   SOLE   115,850 0 0
AXON ENTERPRISE INC. COM 05464C101 4,427 28,200 SH   SOLE   28,200 0 0
BERKSHIRE HATHAWAY INC. CL. B COM 084670702 792 2,650 SH   SOLE   2,650 0 0
BLACKSTONE INC. COM 09260D107 28,776 222,400 SH   SOLE   222,400 0 0
BLOCK INC. (formerly Square, I COM 852234103 4,162 25,770 SH   SOLE   25,770 0 0
CALAMP CORP. COM 128126109 457 64,800 SH   SOLE   64,800 0 0
CHEVRON CORPORATION COM 166764100 446 3,800 SH   SOLE   3,800 0 0
CLEARPOINT NEURO, INC. COM 18507C103 292 26,000 SH   SOLE   26,000 0 0
COSTCO WHOLESALE CORP. COM 22160K105 2,782 4,900 SH   SOLE   4,900 0 0
CROWDSTRIKE HOLDINGS COM 22788C105 1,024 5,000 SH   SOLE   5,000 0 0
DEERE & COMPANY COM 244199105 413 1,205 SH   SOLE   1,205 0 0
DOCUSIGN INC. COM 256163106 9,490 62,304 SH   SOLE   62,304 0 0
EASTGROUP PPTY. INC. COM 277276101 456 2,000 SH   SOLE   2,000 0 0
EATON CORPORATION PLC COM G29183103 21,810 126,200 SH   SOLE   126,200 0 0
EXXON MOBIL CORPORATION COM 30231G102 390 6,378 SH   SOLE   6,378 0 0
FEDEX CORPORATION COM 31428X106 259 1,000 SH   SOLE   1,000 0 0
GENERAL MOTORS CO. COM 37045V100 1,173 20,000 SH   SOLE   20,000 0 0
GOLDMAN SACHS GROUP INC. COM 38141G104 383 1,000 SH   SOLE   1,000 0 0
GUARDANT HEALTH, INC. COM 40131M109 3,091 30,900 SH   SOLE   30,900 0 0
HOME DEPOT INC. COM 437076102 68,939 166,113 SH   SOLE   166,113 0 0
ICLICK INTERACTIVE ASIA GROUP COM 45113Y104 92 20,000 SH   SOLE   20,000 0 0
INTUIT COM 461202103 386 600 SH   SOLE   600 0 0
JOHNSON & JOHNSON INC. COM 478160104 1,121 6,550 SH   SOLE   6,550 0 0
JPMORGAN CHASE & COMPANY COM 46625H100 991 6,260 SH   SOLE   6,260 0 0
LINDE PLC COM G5494J103 30,458 87,920 SH   SOLE   87,920 0 0
LOWES COMPANIES INC. COM 548661107 2,228 8,620 SH   SOLE   8,620 0 0
MAGNA INTERNATIONAL INC. CL. A COM 559222401 243 3,000 SH   SOLE   3,000 0 0
MASTERCARD INC. COM 57636Q104 97,236 270,610 SH   SOLE   270,610 0 0
META PLATFORMS INC. (formerly COM 30303M102 106,269 315,949 SH   SOLE   315,949 0 0
MICRON TECHNOLOGY INC. COM 595112103 1,397 15,000 SH   SOLE   15,000 0 0
MICROSOFT CORP. COM 594918104 138,446 411,650 SH   SOLE   411,650 0 0
MIDDLEBY CORPORATION COM 596278101 22,450 114,100 SH   SOLE   114,100 0 0
MIMEDX GROUP INC COM 602496101 1,057 175,000 SH   SOLE   175,000 0 0
NATERA INC. COM 632307104 24,618 263,600 SH   SOLE   263,600 0 0
NESTLE S A ADR COM 641069406 587 4,200 SH   SOLE   4,200 0 0
NEXTERA ENERGY, INC. COM 65339F101 1,120 12,000 SH   SOLE   12,000 0 0
NOBLE ROMAN COM 655107100 25 60,000 SH   SOLE   60,000 0 0
NORTHERN TECHNOLOGIES INTL COR COM 665809109 636 41,544 SH   SOLE   41,544 0 0
ONTRAK, INC. COM 683373104 327 52,000 SH   SOLE   52,000 0 0
PALO ALTO NETWORKS INC. COM 697435105 6,514 11,700 SH   SOLE   11,700 0 0
PARKER HANNIFIN CORP. COM 701094104 1,654 5,200 SH   SOLE   5,200 0 0
PAYPAL HOLDINGS INC. COM 70450Y103 469 2,488 SH   SOLE   2,488 0 0
PFIZER, INC. COM 717081103 346 5,866 SH   SOLE   5,866 0 0
PROFIRE ENERGY COM 74316X101 85 80,000 SH   SOLE   80,000 0 0
QUALCOMM INC. COM 747525103 32,133 175,715 SH   SOLE   175,715 0 0
RESMED, INC. COM 761152107 313 1,200 SH   SOLE   1,200 0 0
SALESFORCE.COM INC. COM 79466L302 11,086 43,624 SH   SOLE   43,624 0 0
SEA LTD ADR COM 81141R100 1,510 6,750 SH   SOLE   6,750 0 0
SENSATA TECHNOLOGIES H COM G8060N102 1,234 20,000 SH   SOLE   20,000 0 0
SIERRA WIRELESS INC. COM 826516106 501 28,440 SH   SOLE   28,440 0 0
SIGNATURE BANK COM 82669G104 56,187 173,700 SH   SOLE   173,700 0 0
SOFTBANK CORP ADR COM 83404D109 288 12,200 SH   SOLE   12,200 0 0
STARBUCKS CORPORATION COM 855244109 351 3,000 SH   SOLE   3,000 0 0
TESLA INC. COM 88160R101 1,057 1,000 SH   SOLE   1,000 0 0
TEXAS INSTRUMENTS INC. COM 882508104 754 4,000 SH   SOLE   4,000 0 0
THE TRADE DESK COM 88339J105 147,138 1,605,605 SH   SOLE   1,605,605 0 0
THERMO FISHER SCIENTIFIC INC. COM 883556102 113,978 170,820 SH   SOLE   170,820 0 0
TYLER TECHNOLOGIES, INC. COM 902252105 41,261 76,700 SH   SOLE   76,700 0 0
UNION PACIFIC CORP. COM 907818108 1,638 6,500 SH   SOLE   6,500 0 0
USER TESTING COM 91734E101 253 30,000 SH   SOLE   30,000 0 0
VICOR CORPORATION COM 925815102 5,117 40,300 SH   SOLE   40,300 0 0
VISA INC. COM 92826c839 10,380 47,900 SH   SOLE   47,900 0 0