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

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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
ACCENTURE PLC COM G1151C101   586 1,900 SH   SOLE   1,900 0 0
ADOBE INC. COM 00724F101   5,183 10,600 SH   SOLE   10,600 0 0
ADVANCED MICRO DEVICES INC. COM 007903107   570 5,000 SH   SOLE   5,000 0 0
AIR PRODUCTS & CHEMICALS INC. COM 009158106   899 3,000 SH   SOLE   3,000 0 0
ALIBABA GROUP HOLDING COM 01609W102   2,817 33,800 SH   SOLE   33,800 0 0
ALPHABET INC., CLASS-A COM 02079K305   37,248 311,176 SH   SOLE   311,176 0 0
ALPHABET INC., CLASS-C COM 02079K107   32,925 272,176 SH   SOLE   272,176 0 0
AMAZON.COM INC. COM 023135106   67,117 514,860 SH   SOLE   514,860 0 0
AMERICAN EXPRESS CO. COM 025816109   279 1,600 SH   SOLE   1,600 0 0
APPLE INC. COM 037833100   19,180 98,882 SH   SOLE   98,882 0 0
APTARGROUP, INC. COM 038336103   1,219 10,520 SH   SOLE   10,520 0 0
AUTODESK INC. COM 052769106   307 1,500 SH   SOLE   1,500 0 0
AXON ENTERPRISE INC. COM 05464C101   2,985 15,300 SH   SOLE   15,300 0 0
BERKSHIRE HATHAWAY INC. CL. B COM 084670702   904 2,650 SH   SOLE   2,650 0 0
BLOCK INC. (formerly Square, I COM 852234103   1,716 25,770 SH   SOLE   25,770 0 0
BOEING CO. COM 097023105   19,969 94,570 SH   SOLE   94,570 0 0
CATERPILLAR INC. COM 149123101   935 3,800 SH   SOLE   3,800 0 0
CHEVRON CORPORATION COM 166764100   210 1,336 SH   SOLE   1,336 0 0
CLEARPOINT NEURO, INC. COM 18507C103   101 14,000 SH   SOLE   14,000 0 0
COSTCO WHOLESALE CORP. COM 22160K105   2,261 4,200 SH   SOLE   4,200 0 0
CROWDSTRIKE HOLDINGS COM 22788C105   661 4,500 SH   SOLE   4,500 0 0
DEERE & COMPANY COM 244199105   625 1,542 SH   SOLE   1,542 0 0
DELL TECHNOLOGIES INC CL C COM 24703L202   325 6,000 SH   SOLE   6,000 0 0
EASTGROUP PPTY. INC. COM 277276101   347 2,000 SH   SOLE   2,000 0 0
EATON CORPORATION PLC COM G29183103   21,763 108,220 SH   SOLE   108,220 0 0
FEDEX CORPORATION COM 31428X106   248 1,000 SH   SOLE   1,000 0 0
GENERAC HOLDINGS COM 368736104   522 3,500 SH   SOLE   3,500 0 0
GENERAL MOTORS CO. COM 37045V100   771 20,000 SH   SOLE   20,000 0 0
GOLDMAN SACHS GROUP INC. COM 38141G104   323 1,000 SH   SOLE   1,000 0 0
HCA HOLDINGS INC. COM 40412C101   10,109 33,310 SH   SOLE   33,310 0 0
HOME DEPOT INC. COM 437076102   40,617 130,753 SH   SOLE   130,753 0 0
INTUIT COM 461202103   275 600 SH   SOLE   600 0 0
INTUITIVE SURGICAL INC. COM 46120E602   5,163 15,100 SH   SOLE   15,100 0 0
JOHNSON & JOHNSON INC. COM 478160104   819 4,950 SH   SOLE   4,950 0 0
JPMORGAN CHASE & COMPANY COM 46625H100   480 3,300 SH   SOLE   3,300 0 0
LINDE PLC COM G54950103   32,674 85,740 SH   SOLE   85,740 0 0
MASTERCARD INC. COM 57636Q104   74,526 189,490 SH   SOLE   189,490 0 0
META PLATFORMS INC. (formerly COM 30303M102   70,829 246,807 SH   SOLE   246,807 0 0
MICRON TECHNOLOGY INC. COM 595112103   947 15,000 SH   SOLE   15,000 0 0
MICROSOFT CORP. COM 594918104   102,432 300,793 SH   SOLE   300,793 0 0
MIMEDX GROUP INC COM 602496101   1,157 175,000 SH   SOLE   175,000 0 0
NESTLE S A ADR COM 641069406   415 3,450 SH   SOLE   3,450 0 0
NEXTERA ENERGY, INC. COM 65339F101   475 6,400 SH   SOLE   6,400 0 0
NOBLE ROMAN COM 655107100   14 60,000 SH   SOLE   60,000 0 0
NORTHERN TECHNOLOGIES INTL COR COM 665809109   445 41,544 SH   SOLE   41,544 0 0
ONTRAK, INC. COM 683373104   5 10,000 SH   SOLE   10,000 0 0
PALO ALTO NETWORKS INC. COM 697435105   9,221 36,090 SH   SOLE   36,090 0 0
PARKER HANNIFIN CORP. COM 701094104   468 1,200 SH   SOLE   1,200 0 0
PROFIRE ENERGY COM 74316X101   98 80,000 SH   SOLE   80,000 0 0
RESMED, INC. COM 761152107   262 1,200 SH   SOLE   1,200 0 0
SALESFORCE.COM INC. COM 79466L302   6,832 32,341 SH   SOLE   32,341 0 0
SEA LTD ADR COM 81141R100   247 4,250 SH   SOLE   4,250 0 0
SENSATA TECHNOLOGIES H COM G8060N102   900 20,000 SH   SOLE   20,000 0 0
TESLA INC. COM 88160R101   357 1,365 SH   SOLE   1,365 0 0
TEXAS INSTRUMENTS INC. COM 882508104   720 4,000 SH   SOLE   4,000 0 0
THE TRADE DESK COM 88339J105   93,588 1,211,965 SH   SOLE   1,211,965 0 0
THERMO FISHER SCIENTIFIC INC. COM 883556102   56,238 107,787 SH   SOLE   107,787 0 0
TYLER TECHNOLOGIES, INC. COM 902252105   24,913 59,820 SH   SOLE   59,820 0 0
ULTA BEAUTY, INC. COM 90384S303   311 660 SH   SOLE   660 0 0
UNION PACIFIC CORP. COM 907818108   818 4,000 SH   SOLE   4,000 0 0
UNITEDHEALTH GROUP COM 91324P102   529 1,100 SH   SOLE   1,100 0 0
VALENS SEMICONDUCTOR COM M9607U115   202 80,000 SH   SOLE   80,000 0 0
VICOR CORPORATION COM 925815102   1,485 27,500 SH   SOLE   27,500 0 0
VISA INC. COM 92826c839   8,431 35,500 SH   SOLE   35,500 0 0
WALMART INC. COM 931142103   5,787 36,820 SH   SOLE   36,820 0 0