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   263 2,600 SH   SOLE   2,600 0 0
ACCENTURE PLC COM G1151C101   543 1,900 SH   SOLE   1,900 0 0
ADOBE INC. COM 00724F101   4,085 10,600 SH   SOLE   10,600 0 0
AIR PRODUCTS & CHEMICALS INC. COM 009158106   862 3,000 SH   SOLE   3,000 0 0
ALIBABA GROUP HOLDING COM 01609W102   3,607 35,300 SH   SOLE   35,300 0 0
ALPHABET INC., CLASS-A COM 02079K305   33,602 323,941 SH   SOLE   323,941 0 0
ALPHABET INC., CLASS-C COM 02079K107   35,236 338,804 SH   SOLE   338,804 0 0
AMAZON.COM INC. COM 023135106   58,638 567,703 SH   SOLE   567,703 0 0
AMERICAN EXPRESS CO. COM 025816109   808 4,900 SH   SOLE   4,900 0 0
APPLE INC. COM 037833100   5,622 34,092 SH   SOLE   34,092 0 0
APTARGROUP, INC. COM 038336103   1,243 10,520 SH   SOLE   10,520 0 0
APTIV PLC COM G6095L109   15,482 138,000 SH   SOLE   138,000 0 0
AUTODESK INC. COM 052769106   312 1,500 SH   SOLE   1,500 0 0
AXON ENTERPRISE INC. COM 05464C101   5,531 24,600 SH   SOLE   24,600 0 0
BERKSHIRE HATHAWAY INC. CL. B COM 084670702   818 2,650 SH   SOLE   2,650 0 0
BLOCK INC. (formerly Square, I COM 852234103   1,769 25,770 SH   SOLE   25,770 0 0
BOEING CO. COM 097023105   18,710 88,077 SH   SOLE   88,077 0 0
CALAMP CORP. COM 128126109   233 64,800 SH   SOLE   64,800 0 0
CATERPILLAR INC. COM 149123101   2,128 9,300 SH   SOLE   9,300 0 0
CHEVRON CORPORATION COM 166764100   570 3,492 SH   SOLE   3,492 0 0
CLEARPOINT NEURO, INC. COM 18507C103   219 26,000 SH   SOLE   26,000 0 0
COSTCO WHOLESALE CORP. COM 22160K105   2,435 4,900 SH   SOLE   4,900 0 0
CROWDSTRIKE HOLDINGS COM 22788C105   618 4,500 SH   SOLE   4,500 0 0
DEERE & COMPANY COM 244199105   2,082 5,042 SH   SOLE   5,042 0 0
DELL TECHNOLOGIES INC CL C COM 24703L202   241 6,000 SH   SOLE   6,000 0 0
EASTGROUP PPTY. INC. COM 277276101   331 2,000 SH   SOLE   2,000 0 0
EATON CORPORATION PLC COM G29183103   15,730 91,807 SH   SOLE   91,807 0 0
EXXON MOBIL CORPORATION COM 30231G102   468 4,266 SH   SOLE   4,266 0 0
FEDEX CORPORATION COM 31428X106   228 1,000 SH   SOLE   1,000 0 0
GENERAC HOLDINGS COM 368736104   378 3,500 SH   SOLE   3,500 0 0
GENERAL MOTORS CO. COM 37045V100   734 20,000 SH   SOLE   20,000 0 0
GOLDMAN SACHS GROUP INC. COM 38141G104   327 1,000 SH   SOLE   1,000 0 0
HOME DEPOT INC. COM 437076102   39,674 134,433 SH   SOLE   134,433 0 0
INTUIT COM 461202103   267 600 SH   SOLE   600 0 0
INTUITIVE SURGICAL INC. COM 46120E602   255 1,000 SH   SOLE   1,000 0 0
JOHNSON & JOHNSON INC. COM 478160104   1,015 6,550 SH   SOLE   6,550 0 0
JPMORGAN CHASE & COMPANY COM 46625H100   691 5,300 SH   SOLE   5,300 0 0
LINDE PLC COM G54950103   27,666 77,836 SH   SOLE   77,836 0 0
LOWES COMPANIES INC. COM 548661107   1,324 6,620 SH   SOLE   6,620 0 0
MARVELL TECHNOLOGY, INC. COM 573874104   5,810 134,174 SH   SOLE   134,174 0 0
MASTERCARD INC. COM 57636Q104   80,772 222,260 SH   SOLE   222,260 0 0
META PLATFORMS INC. (formerly COM 30303M102   60,138 283,749 SH   SOLE   283,749 0 0
MICRON TECHNOLOGY INC. COM 595112103   905 15,000 SH   SOLE   15,000 0 0
MICROSOFT CORP. COM 594918104   96,035 333,109 SH   SOLE   333,109 0 0
MIMEDX GROUP INC COM 602496101   597 175,000 SH   SOLE   175,000 0 0
NESTLE S A ADR COM 641069406   464 3,800 SH   SOLE   3,800 0 0
NEXTERA ENERGY, INC. COM 65339F101   925 12,000 SH   SOLE   12,000 0 0
NOBLE ROMAN COM 655107100   18 60,000 SH   SOLE   60,000 0 0
NORTHERN TECHNOLOGIES INTL COR COM 665809109   500 41,544 SH   SOLE   41,544 0 0
NOVA MEASURING INSTRUMENTS COM M7516K103   522 5,000 SH   SOLE   5,000 0 0
ONTRAK, INC. COM 683373104   27 52,000 SH   SOLE   52,000 0 0
PALO ALTO NETWORKS INC. COM 697435105   7,568 37,890 SH   SOLE   37,890 0 0
PARKER HANNIFIN CORP. COM 701094104   403 1,200 SH   SOLE   1,200 0 0
PFIZER, INC. COM 717081103   239 5,866 SH   SOLE   5,866 0 0
PROFIRE ENERGY COM 74316X101   99 80,000 SH   SOLE   80,000 0 0
QUALCOMM INC. COM 747525103   17,316 135,725 SH   SOLE   135,725 0 0
RESMED, INC. COM 761152107   263 1,200 SH   SOLE   1,200 0 0
SALESFORCE.COM INC. COM 79466L302   7,472 37,401 SH   SOLE   37,401 0 0
SEA LTD ADR COM 81141R100   576 6,650 SH   SOLE   6,650 0 0
SENSATA TECHNOLOGIES H COM G8060N102   1,000 20,000 SH   SOLE   20,000 0 0
T-MOBILE US INC. COM 872590104   21,113 145,768 SH   SOLE   145,768 0 0
TESLA INC. COM 88160R101   283 1,365 SH   SOLE   1,365 0 0
TEXAS INSTRUMENTS INC. COM 882508104   1,674 9,000 SH   SOLE   9,000 0 0
THE TRADE DESK COM 88339J105   85,282 1,400,132 SH   SOLE   1,400,132 0 0
THERMO FISHER SCIENTIFIC INC. COM 883556102   77,459 134,390 SH   SOLE   134,390 0 0
TYLER TECHNOLOGIES, INC. COM 902252105   21,091 59,471 SH   SOLE   59,471 0 0
ULTA BEAUTY, INC. COM 90384S303   360 660 SH   SOLE   660 0 0
UNION PACIFIC CORP. COM 907818108   1,308 6,500 SH   SOLE   6,500 0 0
VALENS SEMICONDUCTOR COM M9607U115   351 110,000 SH   SOLE   110,000 0 0
VICOR CORPORATION COM 925815102   1,333 28,400 SH   SOLE   28,400 0 0
VISA INC. COM 92826c839   9,086 40,300 SH   SOLE   40,300 0 0