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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON COM INC COM Stock 023135106 27,725 8,315 SH   SOLE 0 8,315 0 0
GLOBAL PMTS INC COM Stock 37940X102 402 2,973 SH   SOLE 0 2,973 0 0
BLOCK INC CL A Stock 852234103 4,397 27,222 SH   SOLE 0 27,222 0 0
DOLLAR GEN CORP NEW COM Stock 256677105 554 2,350 SH   SOLE 0 2,350 0 0
WASTE MGMT INC DEL COM Stock 94106L109 2,096 12,558 SH   SOLE 0 12,558 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105 5,693 10,029 SH   SOLE 0 10,029 0 0
MARRIOTT INTL INC NEW CL A Stock 571903202 14,716 89,057 SH   SOLE 0 89,057 0 0
MEDTRONIC PLC SHS Stock G5960L103 2,026 19,588 SH   SOLE 0 19,588 0 0
NETFLIX INC COM Stock 64110L106 2,212 3,671 SH   SOLE 0 3,671 0 0
PROLOGIS INC. COM REIT 74340W103 2,473 14,690 SH   SOLE 0 14,690 0 0
ILLINOIS TOOL WKS INC COM Stock 452308109 3,500 14,181 SH   SOLE 0 14,181 0 0
BALLARD PWR SYS INC NEW COM Stock 058586108 138 10,995 SH   SOLE 0 10,995 0 0
VERIZON COMMUNICATIONS INC COM Stock 92343V104 477 9,187 SH   SOLE 0 9,186 0 0
MARVELL TECHNOLOGY INC COM Stock 573874104 41,066 469,381 SH   SOLE 0 469,381 0 0
KIMBERLY-CLARK CORP COM Stock 494368103 362 2,534 SH   SOLE 0 2,534 0 0
HOME DEPOT INC COM Stock 437076102 6,505 15,674 SH   SOLE 0 15,674 0 0
SOUTHERN CO COM Stock 842587107 352 5,126 SH   SOLE 0 5,126 0 0
LABORATORY CORP AMER HLDGS COM NEW Stock 50540R409 974 3,100 SH   SOLE 0 3,100 0 0
SCHWAB U.S. LARGE-CAP ETF ETF 808524201 594 5,219 SH   SOLE 0 5,219 0 0
TREX CO INC COM Stock 89531P105 1,564 11,582 SH   SOLE 0 11,582 0 0
SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 808524300 220 1,343 SH   SOLE 0 1,343 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 4,976 16,643 SH   SOLE 0 16,643 0 0
ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 5,579 9,839 SH   SOLE 0 9,839 0 0
ALPHABET INC CAP STK CL A Stock 02079K305 32,070 11,070 SH   SOLE 0 11,070 0 0
OREILLY AUTOMOTIVE INC COM Stock 67103H107 1,684 2,385 SH   SOLE 0 2,385 0 0
GENERAC HLDGS INC COM Stock 368736104 6,177 17,553 SH   SOLE 0 17,553 0 0
MICROSOFT CORP COM Stock 594918104 34,163 101,579 SH   SOLE 0 101,579 0 0
DTE ENERGY CO COM Stock 233331107 233 1,948 SH   SOLE 0 1,948 0 0
DOMO INC COM CL B Stock 257554105 571 11,510 SH   SOLE 0 11,510 0 0
BLOOM ENERGY CORP COM CL A Stock 093712107 8,121 370,296 SH   SOLE 0 370,296 0 0
BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 75,261 167 SH   SOLE 0 167 0 0
NEXTERA ENERGY INC COM Stock 65339F101 1,744 18,680 SH   SOLE 0 18,680 0 0
CLOUDFLARE INC CL A COM Stock 18915M107 3,306 25,141 SH   SOLE 0 25,141 0 0
TESLA INC COM Stock 88160R101 818 774 SH   SOLE 0 774 0 0
LINDE PLC SHS Stock G5494J103 1,980 5,716 SH   SOLE 0 5,716 0 0
PUBLIC STORAGE COM REIT 74460D109 1,486 3,968 SH   SOLE 0 3,968 0 0
SCHWAB U.S. TIPS ETF ETF 808524870 297 4,720 SH   SOLE 0 4,720 0 0
WELLTOWER INC COM REIT 95040Q104 596 6,952 SH   SOLE 0 6,952 0 0
DOW INC COM Stock 260557103 2,342 41,296 SH   SOLE 0 41,296 0 0
AMERESCO INC CL A Stock 02361E108 330 4,054 SH   SOLE 0 4,054 0 0
SUNNOVA ENERGY INTL INC. COM Stock 86745K104 1,816 65,039 SH   SOLE 0 65,039 0 0
MP MATERIALS CORP COM CL A Stock 553368101 21,840 480,852 SH   SOLE 0 480,852 0 0
SCHWAB U.S. MID-CAP ETF ETF 808524508 361 4,490 SH   SOLE 0 4,490 0 0
LIFE STORAGE INC COM REIT 53223X107 2,067 13,494 SH   SOLE 0 13,494 0 0
TWILIO INC CL A Stock 90138F102 261 992 SH   SOLE 0 992 0 0
AFLAC INC COM Stock 001055102 950 16,268 SH   SOLE 0 16,268 0 0
ISHARES FLOATING RATE BOND ETF ETF 46429B655 2,756 54,319 SH   SOLE 0 54,319 0 0
BUTTERFLY NETWORK INC COM CL A Stock 124155102 86 12,871 SH   SOLE 0 12,871 0 0
SNOWFLAKE INC CL A Stock 833445109 16,480 48,648 SH   SOLE 0 48,648 0 0
ZILLOW GROUP INC CL A Stock 98954M101 8,913 143,251 SH   SOLE 0 143,251 0 0
FIRST SOLAR INC COM Stock 336433107 294 3,372 SH   SOLE 0 3,372 0 0
SOFI TECHNOLOGIES INC COM Stock 83406F102 3,773 238,639 SH   SOLE 0 238,639 0 0
APPHARVEST INC WT EXP 013026 Stock 03783T111 44 74,320 SH   SOLE 0 74,320 0 0
BUTTERFLY NETWORK INC WT EXP 021226 Stock 124155110 237 186,548 SH   SOLE 0 186,548 0 0
VISA INC COM CL A Stock 92826C839 4,764 21,984 SH   SOLE 0 21,984 0 0
RYAN SPECIALTY GROUP HLDGS INC CL A Stock 78351F107 447 11,090 SH   SOLE 0 11,090 0 0
VANGUARD SMALL-CAP GROWTH INDEX FUND ETF 922908595 1,529 5,426 SH   SOLE 0 5,426 0 0
ENPHASE ENERGY INC COM Stock 29355A107 15,282 83,536 SH   SOLE 0 83,536 0 0
AMERICAN TOWER CORP NEW COM REIT 03027X100 454 1,552 SH   SOLE 0 1,552 0 0
ZEBRA TECHNOLOGIES CORPORATION CL A Stock 989207105 11,309 19,000 SH   SOLE 0 19,000 0 0
META PLATFORMS INC CL A Stock 30303M102 997 2,965 SH   SOLE 0 2,965 0 0
RENEWABLE ENERGY GROUP INC COM NEW Stock 75972A301 2,191 51,625 SH   SOLE 0 51,625 0 0
SERVICENOW INC COM Stock 81762P102 17,189 26,481 SH   SOLE 0 26,481 0 0
PALO ALTO NETWORKS INC COM Stock 697435105 595 1,069 SH   SOLE 0 1,069 0 0
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 3,748 9,041 SH   SOLE 0 9,041 0 0
OMNICOM GROUP INC COM Stock 681919106 281 3,836 SH   SOLE 0 3,836 0 0
NVIDIA CORPORATION COM Stock 67066G104 62,870 213,765 SH   SOLE 0 213,765 0 0
ABBVIE INC COM Stock 00287Y109 1,323 9,768 SH   SOLE 0 9,768 0 0
SPDR S&P BIOTECH ETF ETF 78464A870 611 5,454 SH   SOLE 0 5,454 0 0
ZOETIS INC CL A Stock 98978V103 18,960 77,694 SH   SOLE 0 77,694 0 0
AMERICAN CAMPUS CMNTYS INC COM REIT 024835100 1,284 22,420 SH   SOLE 0 22,420 0 0
HANNON ARMSTRONG SUST INFR CAP COM REIT 41068X100 4,159 78,293 SH   SOLE 0 78,293 0 0
STRYKER CORPORATION COM Stock 863667101 2,581 9,650 SH   SOLE 0 9,650 0 0
QUALCOMM INC COM Stock 747525103 460 2,515 SH   SOLE 0 2,515 0 0
FASTENAL CO COM Stock 311900104 2,085 32,540 SH   SOLE 0 32,540 0 0
MCDONALDS CORP COM Stock 580135101 496 1,852 SH   SOLE 0 1,852 0 0
CISCO SYS INC COM Stock 17275R102 1,749 27,607 SH   SOLE 0 27,607 0 0
ADVANCED MICRO DEVICES INC COM Stock 007903107 35,730 248,297 SH   SOLE 0 248,297 0 0
VEEVA SYS INC CL A COM Stock 922475108 15,718 61,524 SH   SOLE 0 61,524 0 0
UNION PAC CORP COM Stock 907818108 5,206 20,665 SH   SOLE 0 20,665 0 0
CINTAS CORP COM Stock 172908105 1,182 2,667 SH   SOLE 0 2,667 0 0
DONALDSON INC COM Stock 257651109 272 4,591 SH   SOLE 0 4,591 0 0
MICROCHIP TECHNOLOGY INC. COM Stock 595017104 3,700 42,500 SH   SOLE 0 42,500 0 0
IDEXX LABS INC COM Stock 45168D104 4,474 6,795 SH   SOLE 0 6,795 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 2,047 12,930 SH   SOLE 0 12,929 0 0
CHEVRON CORP NEW COM Stock 166764100 399 3,401 SH   SOLE 0 3,401 0 0
DANAHER CORPORATION COM Stock 235851102 1,580 4,802 SH   SOLE 0 4,802 0 0
WALMART INC COM Stock 931142103 9,866 68,188 SH   SOLE 0 68,188 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101 292 2,188 SH   SOLE 0 2,188 0 0
ORACLE CORP COM Stock 68389X105 288 3,303 SH   SOLE 0 3,303 0 0
MORGAN STANLEY COM NEW Stock 617446448 310 3,156 SH   SOLE 0 3,156 0 0
ALPHABET INC CAP STK CL C Stock 02079K107 1,337 462 SH   SOLE 0 462 0 0
AMERICAN EXPRESS CO COM Stock 025816109 1,511 9,233 SH   SOLE 0 9,233 0 0
AMGEN INC COM Stock 031162100 1,427 6,344 SH   SOLE 0 6,344 0 0
CANADIAN NATL RY CO COM Stock 136375102 737 6,000 SH   SOLE 0 6,000 0 0
ATLANTICA SUSTAINABLE INFR PLC SHS Stock G0751N103 391 10,939 SH   SOLE 0 10,939 0 0
PLUG POWER INC COM NEW Stock 72919P202 541 19,150 SH   SOLE 0 19,150 0 0
ESSENTIAL UTILS INC COM Stock 29670G102 251 4,670 SH   SOLE 0 4,670 0 0
VANGUARD MEGA CAP GROWTH ETF ETF 921910816 997 3,825 SH   SOLE 0 3,825 0 0
BRISTOL-MYERS SQUIBB CO COM Stock 110122108 602 9,648 SH   SOLE 0 9,648 0 0
CITIGROUP INC COM NEW Stock 172967424 632 10,471 SH   SOLE 0 10,471 0 0
EXXON MOBIL CORP COM Stock 30231G102 214 3,502 SH   SOLE 0 3,502 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102 1,660 3,306 SH   SOLE 0 3,306 0 0
PRICE T ROWE GROUP INC COM Stock 74144T108 3,265 16,605 SH   SOLE 0 16,605 0 0
LOWES COS INC COM Stock 548661107 4,187 16,200 SH   SOLE 0 16,200 0 0
SOLAREDGE TECHNOLOGIES INC COM Stock 83417M104 6,141 21,889 SH   SOLE 0 21,889 0 0
COLGATE PALMOLIVE CO COM Stock 194162103 267 3,130 SH   SOLE 0 3,130 0 0
CABLE ONE INC COM Stock 12685J105 358 203 SH   SOLE 0 203 0 0
PAYPAL HLDGS INC COM Stock 70450Y103 16,424 87,093 SH   SOLE 0 87,093 0 0
CROWN CASTLE INTL CORP NEW COM REIT 22822V101 1,725 8,265 SH   SOLE 0 8,265 0 0
SUNRUN INC COM Stock 86771W105 2,969 86,546 SH   SOLE 0 86,546 0 0
APPLE INC COM Stock 037833100 59,128 332,987 SH   SOLE 0 332,986 0 0
ABBOTT LABS COM Stock 002824100 1,297 9,218 SH   SOLE 0 9,218 0 0
DISNEY WALT CO COM Stock 254687106 1,742 11,245 SH   SOLE 0 11,245 0 0
NOVOCURE LTD ORD SHS Stock G6674U108 23,884 318,109 SH   SOLE 0 318,109 0 0
MARSH & MCLENNAN COS INC COM Stock 571748102 1,738 10,000 SH   SOLE 0 10,000 0 0