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
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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
ABBOTT LABS COM 002824100   265,300 2,000 SH   SOLE 0 0 0 2,000
ADOBE INC COM 00724F101   1,192,395 3,109 SH   SOLE 0 0 0 3,109
ADVANCED MICRO DEVICES INC COM 007903107   4,877,582 47,475 SH   SOLE 0 0 0 47,475
ALPHABET INC CAP STK CL A 02079K305   8,116,435 52,486 SH   SOLE 0 0 0 52,486
ALPHABET INC CAP STK CL C 02079K107   909,259 5,820 SH   SOLE 0 0 0 5,820
AMAZON COM INC COM 023135106   6,059,591 31,849 SH   SOLE 0 0 0 31,849
AMERICAN EXPRESS CO COM 025816109   6,110,664 22,712 SH   SOLE 0 0 0 22,712
ANSYS INC COM 03662Q105   390,002 1,232 SH   SOLE 0 0 0 1,232
APPLE INC COM 037833100   9,543,815 42,965 SH   SOLE 0 0 0 42,965
ARM HOLDINGS PLC SPONSORED ADS 042068205   594,714 5,569 SH   SOLE 0 0 0 5,569
AUTODESK INC COM 052769106   3,990,094 15,241 SH   SOLE 0 0 0 15,241
BGC GROUP INC CL A 088929104   1,100,400 120,000 SH   SOLE 0 0 0 120,000
CADENCE DESIGN SYSTEM INC COM 127387108   466,950 1,836 SH   SOLE 0 0 0 1,836
COPART INC COM 217204106   4,348,885 76,849 SH   SOLE 0 0 0 76,849
COSTCO WHSL CORP NEW COM 22160K105   3,667,735 3,878 SH   SOLE 0 0 0 3,878
ELI LILLY & CO COM 532457108   5,816,058 7,042 SH   SOLE 0 0 0 7,042
EMERSON ELEC CO COM 291011104   1,590,876 14,510 SH   SOLE 0 0 0 14,510
EXXON MOBIL CORP COM 30231G102   3,315,174 27,875 SH   SOLE 0 0 0 27,875
FISERV INC COM 337738108   5,457,813 24,715 SH   SOLE 0 0 0 24,715
GRID DYNAMICS HLDGS INC CL A 39813G109   156,500 10,000 SH   SOLE 0 0 0 10,000
INTUITIVE SURGICAL INC COM NEW 46120E602   4,153,829 8,387 SH   SOLE 0 0 0 8,387
INVESCO QQQ TR UNIT SER 1 46090E103   293,544 626 SH   SOLE 0 0 0 626
ISHARES GOLD TR ISHARES NEW 464285204   397,390 6,740 SH   SOLE 0 0 0 6,740
ISHARES TR 7-10 YR TRSY BD 464287440   300,416 3,150 SH   SOLE 0 0 0 3,150
ISHARES TR 0-3 MNTH TREASRY 46436E718   4,226,932 41,988 SH   SOLE 0 0 0 41,988
JOHNSON & JOHNSON COM 478160104   208,627 1,258 SH   SOLE 0 0 0 1,258
KINDER MORGAN INC DEL COM 49456B101   1,815,449 63,633 SH   SOLE 0 0 0 63,633
MASTERCARD INCORPORATED CL A 57636Q104   8,845,561 16,138 SH   SOLE 0 0 0 16,138
MERCADOLIBRE INC COM 58733R102   6,272,047 3,215 SH   SOLE 0 0 0 3,215
MERCK & CO INC COM 58933Y105   1,331,590 14,835 SH   SOLE 0 0 0 14,835
MICROCHIP TECHNOLOGY INC. COM 595017104   446,824 9,230 SH   SOLE 0 0 0 9,230
MICROSOFT CORP COM 594918104   8,700,039 23,176 SH   SOLE 0 0 0 23,176
MODINE MFG CO COM 607828100   383,750 5,000 SH   SOLE 0 0 0 5,000
NOVO-NORDISK A S ADR 670100205   3,851,767 55,469 SH   SOLE 0 0 0 55,469
NVIDIA CORPORATION COM 67066G104   15,441,007 142,471 SH   SOLE 0 0 0 142,471
PEPSICO INC COM 713448108   1,708,716 11,396 SH   SOLE 0 0 0 11,396
PHILLIPS 66 COM 718546104   2,102,864 17,030 SH   SOLE 0 0 0 17,030
SCHWAB CHARLES CORP COM 808513105   273,980 3,500 SH   SOLE 0 0 0 3,500
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   1,030,920 44,000 SH   SOLE 0 0 0 44,000
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508   982,500 37,500 SH   SOLE 0 0 0 37,500
SPDR SER TR PORTFOLIO SH TSR 78468R101   242,692 8,300 SH   SOLE 0 0 0 8,300
STRYKER CORPORATION COM 863667101   3,090,792 8,303 SH   SOLE 0 0 0 8,303
SYNOPSYS INC COM 871607107   1,107,291 2,582 SH   SOLE 0 0 0 2,582
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,381,950 8,325 SH   SOLE 0 0 0 8,325
THOMSON REUTERS CORP COM 884903808   247,939 1,435 SH   SOLE 0 0 0 1,435
TOAST INC CL A 888787108   4,215,708 127,094 SH   SOLE 0 0 0 127,094
VISA INC COM CL A 92826C839   9,801,315 27,967 SH   SOLE 0 0 0 27,967
VSE CORP COM 918284100   6,087,693 50,735 SH   SOLE 0 0 0 50,735