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
ABBOTT LABORATORIES COM 002824100   285 2,600 SH   SOLE   2,600 0 0
ACCENTURE PLC COM G1151C101   507 1,900 SH   SOLE   1,900 0 0
ADOBE INC. COM 00724F101   3,567 10,600 SH   SOLE   10,600 0 0
AIR PRODUCTS & CHEMICALS INC. COM 009158106   925 3,000 SH   SOLE   3,000 0 0
ALIBABA GROUP HOLDING COM 01609W102   3,110 35,300 SH   SOLE   35,300 0 0
ALPHABET INC., CLASS-A COM 02079K305   32,305 366,140 SH   SOLE   366,140 0 0
ALPHABET INC., CLASS-C COM 02079K107   32,818 369,860 SH   SOLE   369,860 0 0
AMAZON.COM INC. COM 023135106   52,379 623,560 SH   SOLE   623,560 0 0
AMERICAN EXPRESS CO. COM 025816109   798 5,400 SH   SOLE   5,400 0 0
APPLE INC. COM 037833100   4,430 34,092 SH   SOLE   34,092 0 0
APTARGROUP, INC. COM 038336103   1,157 10,520 SH   SOLE   10,520 0 0
APTIV PLC COM G6095L109   12,777 137,200 SH   SOLE   137,200 0 0
AUTODESK INC. COM 052769106   280 1,500 SH   SOLE   1,500 0 0
AXON ENTERPRISE INC. COM 05464C101   4,248 25,600 SH   SOLE   25,600 0 0
BERKSHIRE HATHAWAY INC. CL. B COM 084670702   819 2,650 SH   SOLE   2,650 0 0
BLOCK INC. (formerly Square, I COM 852234103   1,619 25,770 SH   SOLE   25,770 0 0
BOEING CO. COM 097023105   21,449 112,600 SH   SOLE   112,600 0 0
CALAMP CORP. COM 128126109   290 64,800 SH   SOLE   64,800 0 0
CHEVRON CORPORATION COM 166764100   627 3,492 SH   SOLE   3,492 0 0
CLEARPOINT NEURO, INC. COM 18507C103   220 26,000 SH   SOLE   26,000 0 0
COSTCO WHOLESALE CORP. COM 22160K105   2,237 4,900 SH   SOLE   4,900 0 0
CROWDSTRIKE HOLDINGS COM 22788C105   474 4,500 SH   SOLE   4,500 0 0
DEERE & COMPANY COM 244199105   517 1,205 SH   SOLE   1,205 0 0
DELL TECHNOLOGIES INC CL C COM 24703L202   354 8,800 SH   SOLE   8,800 0 0
EASTGROUP PPTY. INC. COM 277276101   296 2,000 SH   SOLE   2,000 0 0
EATON CORPORATION PLC COM G29183103   18,791 119,723 SH   SOLE   119,723 0 0
EXXON MOBIL CORPORATION COM 30231G102   471 4,266 SH   SOLE   4,266 0 0
GENERAC HOLDINGS COM 368736104   352 3,500 SH   SOLE   3,500 0 0
GENERAL MOTORS CO. COM 37045V100   673 20,000 SH   SOLE   20,000 0 0
GOLDMAN SACHS GROUP INC. COM 38141G104   343 1,000 SH   SOLE   1,000 0 0
GUARDANT HEALTH, INC. COM 40131M109   748 27,500 SH   SOLE   27,500 0 0
HOME DEPOT INC. COM 437076102   47,753 151,183 SH   SOLE   151,183 0 0
INTUIT COM 461202103   234 600 SH   SOLE   600 0 0
INTUITIVE SURGICAL INC. COM 46120E602   265 1,000 SH   SOLE   1,000 0 0
JOHNSON & JOHNSON INC. COM 478160104   1,157 6,550 SH   SOLE   6,550 0 0
JPMORGAN CHASE & COMPANY COM 46625H100   839 6,260 SH   SOLE   6,260 0 0
LINDE PLC COM G5494J103   29,793 91,340 SH   SOLE   91,340 0 0
LOWES COMPANIES INC. COM 548661107   1,717 8,620 SH   SOLE   8,620 0 0
MARVELL TECHNOLOGY, INC. COM 573874104   6,240 168,475 SH   SOLE   168,475 0 0
MASTERCARD INC. COM 57636Q104   85,532 245,973 SH   SOLE   245,973 0 0
META PLATFORMS INC. (formerly COM 30303M102   35,651 296,249 SH   SOLE   296,249 0 0
MICRON TECHNOLOGY INC. COM 595112103   750 15,000 SH   SOLE   15,000 0 0
MICROSOFT CORP. COM 594918104   87,510 364,900 SH   SOLE   364,900 0 0
MIMEDX GROUP INC COM 602496101   486 175,000 SH   SOLE   175,000 0 0
NESTLE S A ADR COM 641069406   440 3,800 SH   SOLE   3,800 0 0
NEXTERA ENERGY, INC. COM 65339F101   1,003 12,000 SH   SOLE   12,000 0 0
NOBLE ROMAN COM 655107100   16 60,000 SH   SOLE   60,000 0 0
NORTHERN TECHNOLOGIES INTL COR COM 665809109   553 41,544 SH   SOLE   41,544 0 0
NOVA MEASURING INSTRUMENTS COM M7516K103   408 5,000 SH   SOLE   5,000 0 0
ONTRAK, INC. COM 683373104   19 52,000 SH   SOLE   52,000 0 0
PALO ALTO NETWORKS INC. COM 697435105   5,120 36,690 SH   SOLE   36,690 0 0
PARKER HANNIFIN CORP. COM 701094104   349 1,200 SH   SOLE   1,200 0 0
PFIZER, INC. COM 717081103   301 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   16,164 147,025 SH   SOLE   147,025 0 0
RESMED, INC. COM 761152107   250 1,200 SH   SOLE   1,200 0 0
SALESFORCE.COM INC. COM 79466L302   4,986 37,601 SH   SOLE   37,601 0 0
SEA LTD ADR COM 81141R100   351 6,750 SH   SOLE   6,750 0 0
SENSATA TECHNOLOGIES H COM G8060N102   808 20,000 SH   SOLE   20,000 0 0
T-MOBILE US INC. COM 872590104   26,370 188,360 SH   SOLE   188,360 0 0
TEXAS INSTRUMENTS INC. COM 882508104   661 4,000 SH   SOLE   4,000 0 0
THE TRADE DESK COM 88339J105   68,178 1,520,805 SH   SOLE   1,520,805 0 0
THERMO FISHER SCIENTIFIC INC. COM 883556102   82,945 150,620 SH   SOLE   150,620 0 0
TYLER TECHNOLOGIES, INC. COM 902252105   23,123 71,719 SH   SOLE   71,719 0 0
ULTA BEAUTY, INC. COM 90384S303   310 660 SH   SOLE   660 0 0
UNION PACIFIC CORP. COM 907818108   1,346 6,500 SH   SOLE   6,500 0 0
VALENS SEMICONDUCTOR COM M9607U115   591 110,000 SH   SOLE   110,000 0 0
VICOR CORPORATION COM 925815102   1,607 29,900 SH   SOLE   29,900 0 0
VISA INC. COM 92826c839   8,414 40,500 SH   SOLE   40,500 0 0