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
ADOBE INC COM COM 00724F101   8,134,062 23,059 SH   SOLE   0 0 0
ALNYLAM PHARMACEUTICALS INC COM COM 02043Q107   15,504,912 34,002 SH   SOLE   0 0 0
ALPHABET INC CAP STK CL A COM 02079K305   15,074,545 62,010 SH   SOLE   0 0 0
ALPHABET INC CAP STK CL C COM 02079K107   9,999,432 41,057 SH   SOLE   0 0 0
AMAZON COM INC COM COM 023135106   21,287,312 96,950 SH   SOLE   0 0 0
APPLE INC COM COM 037833100   2,199,494 8,638 SH   SOLE   0 0 0
ARISTA NETWORKS INC COM SHS COM 040413205   468,458 3,215 SH   SOLE   0 0 0
BANK AMERICA CORP COM COM 060505104   2,392,356 46,372 SH   SOLE   0 0 0
BELLRING BRANDS INC COMMON STOCK COM 07831C103   3,955,534 108,818 SH   SOLE   0 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW COM 084670702   475,089 945 SH   SOLE   0 0 0
BLACKSTONE INC COM COM 09260D107   6,275,321 36,730 SH   SOLE   0 0 0
CHEVRON CORP NEW COM COM 166764100   330,768 2,130 SH   SOLE   0 0 0
CINTAS CORP COM COM 172908105   14,809,098 72,148 SH   SOLE   0 0 0
CITIGROUP INC COM NEW COM 172967424   203,508 2,005 SH   SOLE   0 0 0
COSTCO WHSL CORP NEW COM COM 22160K105   17,131,560 18,508 SH   SOLE   0 0 0
DECKERS OUTDOOR CORP COM COM 243537107   7,551,862 74,498 SH   SOLE   0 0 0
DYNATRACE INC COM NEW COM 268150109   3,310,976 68,338 SH   SOLE   0 0 0
HOME DEPOT INC COM COM 437076102   6,278,014 15,494 SH   SOLE   0 0 0
ILLUMINA INC COM COM 452327109   713,320 7,511 SH   SOLE   0 0 0
INSULET CORP COM COM 45784P101   10,529,237 34,105 SH   SOLE   0 0 0
INTUITIVE SURGICAL INC COM NEW COM 46120E602   268,338 600 SH   SOLE   0 0 0
IQVIA HLDGS INC COM COM 46266C105   2,211,851 11,645 SH   SOLE   0 0 0
JPMORGAN CHASE & CO. COM COM 46625H100   7,684,821 24,363 SH   SOLE   0 0 0
META PLATFORMS INC CL A COM 30303M102   22,154,776 30,168 SH   SOLE   0 0 0
MICROSOFT CORP COM COM 594918104   24,643,577 47,579 SH   SOLE   0 0 0
MORGAN STANLEY COM NEW COM 617446448   916,245 5,764 SH   SOLE   0 0 0
NATERA INC COM COM 632307104   321,940 2,000 SH   SOLE   0 0 0
NETFLIX INC COM COM 64110L106   22,841,824 19,052 SH   SOLE   0 0 0
NIKE INC CL B COM 654106103   605,326 8,681 SH   SOLE   0 0 0
NVIDIA CORPORATION COM COM 67066G104   50,515,229 270,743 SH   SOLE   0 0 0
OKTA INC CL A COM 679295105   2,846,918 31,046 SH   SOLE   0 0 0
PAYPAL HLDGS INC COM COM 70450Y103   467,878 6,977 SH   SOLE   0 0 0
REDDIT INC CL A COM 75734B100   11,369,096 49,433 SH   SOLE   0 0 0
RTX CORPORATION COM COM 75513E101   272,079 1,626 SH   SOLE   0 0 0
S&P GLOBAL INC COM COM 78409V104   498,192 1,024 SH   SOLE   0 0 0
SAIA INC COM COM 78709Y105   3,169,324 10,587 SH   SOLE   0 0 0
SALESFORCE INC COM COM 79466L302   10,097,859 42,607 SH   SOLE   0 0 0
SERVICENOW INC COM COM 81762P102   4,997,120 5,430 SH   SOLE   0 0 0
SHARKNINJA INC COM SHS COM G8068L108   12,576,976 121,929 SH   SOLE   0 0 0
SHOPIFY INC CL A SUB VTG SHS COM 82509L107   208,054 1,400 SH   SOLE   0 0 0
SOMNIGROUP INTL INC (FORMERLY TPX Tempur Sealy) COM 88023U101   1,006,057 11,930 SH   SOLE   0 0 0
SYNOPSYS INC COM COM 871607107   7,060,904 14,311 SH   SOLE   0 0 0
TESLA INC COM COM 88160R101   4,914,156 11,050 SH   SOLE   0 0 0
THERMO FISHER SCIENTIFIC INC COM COM 883556102   9,306,079 19,187 SH   SOLE   0 0 0
TJX COS INC NEW COM COM 872540109   1,439,618 9,960 SH   SOLE   0 0 0
UNION PAC CORP COM COM 907818108   278,444 1,178 SH   SOLE   0 0 0
VISA INC COM CL A COM 92826C839   19,862,171 58,182 SH   SOLE   0 0 0
WORKDAY INC CL A COM 98138H101   209,435 870 SH   SOLE   0 0 0
WORKIVA INC COM CL A COM 98139A105   2,384,072 27,696 SH   SOLE   0 0 0
XYLEM INC COM COM 98419M100   6,075,083 41,187 SH   SOLE   0 0 0
ZOETIS INC CL A COM 98978V103   5,041,309 34,454 SH   SOLE   0 0 0
BANK AMERICA CORP 7.25CNV PFD L Convertible Preferred 060505682   250,880 196 SH   SOLE   0 0 0
INVESCO FINANCIAL PREFERRED ETF ETF 46137V621   1,071,134 73,265 SH   SOLE   0 0 0
ISHARES CORE DIVIDEND GROWTH ETF ETF 46434V621   3,207,521 47,114 SH   SOLE   0 0 0
ISHARES CORE S&P 500 ETF ETF 464287200   344,690 515 SH   SOLE   0 0 0
ISHARES CORE S&P MID-CAP ETF ETF 464287507   782,467 11,990 SH   SOLE   0 0 0
ISHARES FLOATING RATE BOND ETF ETF 46429B655   6,634,205 129,866 SH   SOLE   0 0 0
ISHARES RUSSELL 1000 ETF ETF 464287622   2,734,520 7,482 SH   SOLE   0 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614   937,757 2,002 SH   SOLE   0 0 0
ISHARES RUSSELL 2000 GROWTH ETF ETF 464287648   407,411 1,273 SH   SOLE   0 0 0
ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481   237,113 1,665 SH   SOLE   0 0 0
ISHARES S&P SMALL-CAP 600 GROWTH ETF ETF 464287887   1,156,324 8,172 SH   SOLE   0 0 0
ISHARES TIPS BOND ETF ETF 464287176   563,885 5,070 SH   SOLE   0 0 0
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF ETF 47103U852   9,050,424 198,170 SH   SOLE   0 0 0
JPMORGAN ACTIVE BOND ETF ETF 46654Q716   7,464,602 137,825 SH   SOLE   0 0 0
PROSHARES ULTRA QQQ ETF 74347R206   522,391 3,808 SH   SOLE   0 0 0
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF ETF 78464A359   1,800,769 19,898 SH   SOLE   0 0 0
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST ETF 78467X109   477,420 1,029 SH   SOLE   0 0 0
SPDR PORTFOLIO S&P 500 GROWTH ETF ETF 78464A409   754,054 7,215 SH   SOLE   0 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103   1,392,867 2,091 SH   SOLE   0 0 0
SPDR S&P 600 SMALL CAP GROWTH ETF ETF 78464A201   297,265 3,152 SH   SOLE   0 0 0
SPDR S&P MIDCAP 400 ETF TRUST ETF 78467Y107   2,132,699 3,578 SH   SOLE   0 0 0
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF ETF 92206C870   7,587,563 90,210 SH   SOLE   0 0 0
VANGUARD MID-CAP GROWTH ETF ETF 922908538   812,329 2,765 SH   SOLE   0 0 0
VANGUARD S&P 500 ETF ETF 922908363   578,087 944 SH   SOLE   0 0 0
VANGUARD SHORT-TERM CORPORATE BOND ETF ETF 92206C409   629,848 7,880 SH   SOLE   0 0 0
VANGUARD SMALL-CAP ETF ETF 922908751   1,038,225 4,083 SH   SOLE   0 0 0
AMERICAN TOWER CORP NEW COM REIT 03027X100   2,210,141 11,492 SH   SOLE   0 0 0