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 282 2,600 SH   SOLE   2,600 0 0
ACCENTURE PLC COM G1151C101 528 1,900 SH   SOLE   1,900 0 0
ADOBE INC. COM 00724F101 3,880 10,600 SH   SOLE   10,600 0 0
AIR PRODUCTS & CHEMICALS INC. COM 009158106 721 3,000 SH   SOLE   3,000 0 0
ALIBABA GROUP HOLDING COM 01609W102 3,888 34,200 SH   SOLE   34,200 0 0
ALPHABET INC., CLASS-A COM 02079K305 41,389 18,992 SH   SOLE   18,992 0 0
ALPHABET INC., CLASS-C COM 02079K107 42,892 19,608 SH   SOLE   19,608 0 0
AMAZON.COM INC. COM 023135106 67,641 636,860 SH   SOLE   636,860 0 0
AMERICAN EXPRESS CO. COM 025816109 749 5,400 SH   SOLE   5,400 0 0
APPLE INC. COM 037833100 1,516 11,092 SH   SOLE   11,092 0 0
APTARGROUP, INC. COM 038336103 1,086 10,520 SH   SOLE   10,520 0 0
APTIV PLC COM G6095L109 14,296 160,500 SH   SOLE   160,500 0 0
AUTODESK INC. COM 052769106 258 1,500 SH   SOLE   1,500 0 0
AVALARA INC. COM 05338G106 6,513 92,250 SH   SOLE   92,250 0 0
AXON ENTERPRISE INC. COM 05464C101 2,385 25,600 SH   SOLE   25,600 0 0
BERKSHIRE HATHAWAY INC. CL. B COM 084670702 724 2,650 SH   SOLE   2,650 0 0
BLACKSTONE INC. COM 09260D107 18,429 202,010 SH   SOLE   202,010 0 0
BLOCK INC. (formerly Square, I COM 852234103 1,584 25,770 SH   SOLE   25,770 0 0
CALAMP CORP. COM 128126109 270 64,800 SH   SOLE   64,800 0 0
CHEVRON CORPORATION COM 166764100 550 3,800 SH   SOLE   3,800 0 0
CLEARPOINT NEURO, INC. COM 18507C103 339 26,000 SH   SOLE   26,000 0 0
COSTCO WHOLESALE CORP. COM 22160K105 2,348 4,900 SH   SOLE   4,900 0 0
CROWDSTRIKE HOLDINGS COM 22788C105 843 5,000 SH   SOLE   5,000 0 0
DEERE & COMPANY COM 244199105 361 1,205 SH   SOLE   1,205 0 0
DELL TECHNOLOGIES INC CL C COM 24703L202 591 12,800 SH   SOLE   12,800 0 0
EASTGROUP PPTY. INC. COM 277276101 309 2,000 SH   SOLE   2,000 0 0
EATON CORPORATION PLC COM G29183103 15,613 123,923 SH   SOLE   123,923 0 0
EXXON MOBIL CORPORATION COM 30231G102 546 6,378 SH   SOLE   6,378 0 0
FEDEX CORPORATION COM 31428X106 227 1,000 SH   SOLE   1,000 0 0
GENERAL MOTORS CO. COM 37045V100 635 20,000 SH   SOLE   20,000 0 0
GOLDMAN SACHS GROUP INC. COM 38141G104 297 1,000 SH   SOLE   1,000 0 0
GUARDANT HEALTH, INC. COM 40131M109 1,154 28,600 SH   SOLE   28,600 0 0
HOME DEPOT INC. COM 437076102 41,992 153,103 SH   SOLE   153,103 0 0
ICLICK INTERACTIVE ASIA GROUP COM 45113Y104 13 20,000 SH   SOLE   20,000 0 0
INTUIT COM 461202103 231 600 SH   SOLE   600 0 0
INTUITIVE SURGICAL INC. COM 46120E602 201 1,000 SH   SOLE   1,000 0 0
JOHNSON & JOHNSON INC. COM 478160104 1,163 6,550 SH   SOLE   6,550 0 0
JPMORGAN CHASE & COMPANY COM 46625H100 705 6,260 SH   SOLE   6,260 0 0
LINDE PLC COM G5494J103 23,071 80,240 SH   SOLE   80,240 0 0
LOWES COMPANIES INC. COM 548661107 1,506 8,620 SH   SOLE   8,620 0 0
MARVELL TECHNOLOGY, INC. COM 573874104 5,318 122,175 SH   SOLE   122,175 0 0
MASTERCARD INC. COM 57636Q104 80,293 254,510 SH   SOLE   254,510 0 0
META PLATFORMS INC. (formerly COM 30303M102 48,496 300,749 SH   SOLE   300,749 0 0
MICRON TECHNOLOGY INC. COM 595112103 829 15,000 SH   SOLE   15,000 0 0
MICROSOFT CORP. COM 594918104 97,069 377,950 SH   SOLE   377,950 0 0
MIMEDX GROUP INC COM 602496101 607 175,000 SH   SOLE   175,000 0 0
NESTLE S A ADR COM 641069406 442 3,800 SH   SOLE   3,800 0 0
NEXTERA ENERGY, INC. COM 65339F101 930 12,000 SH   SOLE   12,000 0 0
NOBLE ROMAN COM 655107100 12 60,000 SH   SOLE   60,000 0 0
NORTHERN TECHNOLOGIES INTL COR COM 665809109 388 41,544 SH   SOLE   41,544 0 0
ONTRAK, INC. COM 683373104 55 52,000 SH   SOLE   52,000 0 0
PALO ALTO NETWORKS INC. COM 697435105 6,041 12,230 SH   SOLE   12,230 0 0
PARKER HANNIFIN CORP. COM 701094104 295 1,200 SH   SOLE   1,200 0 0
PFIZER, INC. COM 717081103 308 5,866 SH   SOLE   5,866 0 0
PROFIRE ENERGY COM 74316X101 115 80,000 SH   SOLE   80,000 0 0
QUALCOMM INC. COM 747525103 21,267 166,485 SH   SOLE   166,485 0 0
RESMED, INC. COM 761152107 252 1,200 SH   SOLE   1,200 0 0
SALESFORCE.COM INC. COM 79466L302 7,216 43,724 SH   SOLE   43,724 0 0
SEA LTD ADR COM 81141R100 451 6,750 SH   SOLE   6,750 0 0
SENSATA TECHNOLOGIES H COM G8060N102 826 20,000 SH   SOLE   20,000 0 0
SIERRA WIRELESS INC. COM 826516106 665 28,440 SH   SOLE   28,440 0 0
SIGNATURE BANK COM 82669G104 28,584 159,498 SH   SOLE   159,498 0 0
T-MOBILE US INC. COM 872590104 5,476 40,700 SH   SOLE   40,700 0 0
TESLA INC. COM 88160R101 404 600 SH   SOLE   600 0 0
TEXAS INSTRUMENTS INC. COM 882508104 615 4,000 SH   SOLE   4,000 0 0
THE TRADE DESK COM 88339J105 64,641 1,543,105 SH   SOLE   1,543,105 0 0
THERMO FISHER SCIENTIFIC INC. COM 883556102 85,426 157,240 SH   SOLE   157,240 0 0
TYLER TECHNOLOGIES, INC. COM 902252105 23,872 71,799 SH   SOLE   71,799 0 0
ULTA BEAUTY, INC. COM 90384S303 254 660 SH   SOLE   660 0 0
UNION PACIFIC CORP. COM 907818108 1,386 6,500 SH   SOLE   6,500 0 0
USER TESTING COM 91734E101 602 120,000 SH   SOLE   120,000 0 0
VICOR CORPORATION COM 925815102 1,636 29,900 SH   SOLE   29,900 0 0
VISA INC. COM 92826c839 8,742 44,400 SH   SOLE   44,400 0 0