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
AMAZON COM INC COM Stock 023135106   16,267,865 157,497 SH   SOLE 0 157,497 0 0
DOLLAR GEN CORP NEW COM Stock 256677105   494,581 2,350 SH   SOLE 0 2,350 0 0
WASTE MGMT INC DEL COM Stock 94106L109   2,014,334 12,345 SH   SOLE 0 12,345 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105   4,874,792 9,811 SH   SOLE 0 9,811 0 0
MARRIOTT INTL INC NEW CL A Stock 571903202   13,677,047 82,372 SH   SOLE 0 82,372 0 0
MEDTRONIC PLC SHS Stock G5960L103   594,573 7,375 SH   SOLE 0 7,375 0 0
NETFLIX INC COM Stock 64110L106   230,781 668 SH   SOLE 0 668 0 0
PROLOGIS INC. COM REIT 74340W103   1,331,545 10,672 SH   SOLE 0 10,672 0 0
ILLINOIS TOOL WKS INC COM Stock 452308109   3,428,263 14,082 SH   SOLE 0 14,082 0 0
BALLARD PWR SYS INC NEW COM Stock 058586108   61,019 10,955 SH   SOLE 0 10,955 0 0
VERIZON COMMUNICATIONS INC COM Stock 92343V104   211,495 5,438 SH   SOLE 0 5,438 0 0
CHUBB LIMITED COM Stock H1467J104   214,375 1,104 SH   SOLE 0 1,104 0 0
MARVELL TECHNOLOGY INC COM Stock 573874104   16,888,169 390,027 SH   SOLE 0 390,027 0 0
KIMBERLY-CLARK CORP COM Stock 494368103   340,113 2,534 SH   SOLE 0 2,534 0 0
HOME DEPOT INC COM Stock 437076102   4,021,010 13,625 SH   SOLE 0 13,625 0 0
SOUTHERN CO COM Stock 842587107   356,667 5,126 SH   SOLE 0 5,126 0 0
LABORATORY CORP AMER HLDGS COM NEW Stock 50540R409   711,202 3,100 SH   SOLE 0 3,100 0 0
SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805   218,022 6,265 SH   SOLE 0 6,265 0 0
SCHWAB U.S. LARGE-CAP ETF ETF 808524201   504,886 10,438 SH   SOLE 0 10,438 0 0
TREX CO INC COM Stock 89531P105   677,876 13,928 SH   SOLE 0 13,928 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   5,759,796 18,654 SH   SOLE 0 18,654 0 0
ADOBE SYSTEMS INCORPORATED COM Stock 00724F101   3,125,736 8,111 SH   SOLE 0 8,111 0 0
EXELON CORP COM Stock 30161N101   720,215 17,193 SH   SOLE 0 17,193 0 0
ALPHABET INC CAP STK CL A Stock 02079K305   22,038,372 212,459 SH   SOLE 0 212,459 0 0
OREILLY AUTOMOTIVE INC COM Stock 67103H107   1,973,879 2,325 SH   SOLE 0 2,325 0 0
MICROSOFT CORP COM Stock 594918104   25,722,414 89,221 SH   SOLE 0 89,221 0 0
DTE ENERGY CO COM Stock 233331107   213,384 1,948 SH   SOLE 0 1,948 0 0
BLOOM ENERGY CORP COM CL A Stock 093712107   4,154,369 208,448 SH   SOLE 0 208,448 0 0
BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108   71,702,400 154 SH   SOLE 0 154 0 0
NEXTERA ENERGY INC COM Stock 65339F101   1,447,408 18,778 SH   SOLE 0 18,778 0 0
CLOUDFLARE INC CL A COM Stock 18915M107   9,801,350 158,958 SH   SOLE 0 158,958 0 0
TESLA INC COM Stock 88160R101   295,838 1,426 SH   SOLE 0 1,426 0 0
LINDE PLC SHS Stock G54950103   1,880,633 5,291 SH   SOLE 0 5,291 0 0
PUBLIC STORAGE COM REIT 74460D109   1,071,691 3,547 SH   SOLE 0 3,547 0 0
DOW INC COM Stock 260557103   248,115 4,526 SH   SOLE 0 4,526 0 0
SUNNOVA ENERGY INTL INC. COM Stock 86745K104   1,375,466 88,058 SH   SOLE 0 88,058 0 0
MP MATERIALS CORP COM CL A Stock 553368101   12,780,980 453,387 SH   SOLE 0 453,387 0 0
LILLY ELI & CO COM Stock 532457108   7,629,419 22,216 SH   SOLE 0 22,216 0 0
SCHWAB U.S. MID-CAP ETF ETF 808524508   257,152 3,790 SH   SOLE 0 3,790 0 0
LIFE STORAGE INC COM REIT 53223X107   1,350,227 10,300 SH   SOLE 0 10,300 0 0
AFLAC INC COM Stock 001055102   1,049,611 16,268 SH   SOLE 0 16,268 0 0
ISHARES FLOATING RATE BOND ETF ETF 46429B655   1,108,580 22,000 SH   SOLE 0 22,000 0 0
BUTTERFLY NETWORK INC COM CL A Stock 124155102   21,620 11,500 SH   SOLE 0 11,500 0 0
SNOWFLAKE INC CL A Stock 833445109   9,042,474 58,607 SH   SOLE 0 58,607 0 0
ZILLOW GROUP INC CL A Stock 98954M101   1,876,085 42,931 SH   SOLE 0 42,931 0 0
FIRST SOLAR INC COM Stock 336433107   446,745 2,054 SH   SOLE 0 2,054 0 0
SOFI TECHNOLOGIES INC COM Stock 83406F102   2,592,612 427,119 SH   SOLE 0 427,119 0 0
SHOALS TECHNOLOGIES GROUP INC CL A Stock 82489W107   374,280 16,423 SH   SOLE 0 16,423 0 0
APPHARVEST INC WT EXP 013026 Stock 03783T111   6,689 74,320 SH   SOLE 0 74,320 0 0
BUTTERFLY NETWORK INC WT EXP 021226 Stock 124155110   22,432 84,300 SH   SOLE 0 84,300 0 0
VISA INC COM CL A Stock 92826C839   4,938,927 21,906 SH   SOLE 0 21,906 0 0
VANGUARD SMALL-CAP GROWTH ETF ETF 922908595   1,006,523 4,651 SH   SOLE 0 4,651 0 0
ENPHASE ENERGY INC COM Stock 29355A107   12,313,787 58,559 SH   SOLE 0 58,559 0 0
ZEBRA TECHNOLOGIES CORPORATION CL A Stock 989207105   5,053,974 15,893 SH   SOLE 0 15,893 0 0
META PLATFORMS INC CL A Stock 30303M102   632,853 2,986 SH   SOLE 0 2,986 0 0
SERVICENOW INC COM Stock 81762P102   10,934,397 23,529 SH   SOLE 0 23,529 0 0
PALO ALTO NETWORKS INC COM Stock 697435105   640,566 3,207 SH   SOLE 0 3,207 0 0
PIONEER NAT RES CO COM Stock 723787107   348,638 1,707 SH   SOLE 0 1,707 0 0
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101   2,470,256 8,643 SH   SOLE 0 8,643 0 0
OMNICOM GROUP INC COM Stock 681919106   361,888 3,836 SH   SOLE 0 3,836 0 0
NVIDIA CORPORATION COM Stock 67066G104   46,555,641 167,605 SH   SOLE 0 167,605 0 0
ABBVIE INC COM Stock 00287Y109   1,475,288 9,257 SH   SOLE 0 9,257 0 0
SPDR S&P BIOTECH ETF ETF 78464A870   478,827 6,283 SH   SOLE 0 6,283 0 0
ZOETIS INC CL A Stock 98978V103   4,176,312 25,092 SH   SOLE 0 25,092 0 0
HANNON ARMSTRONG SUST INFR CAP COM REIT 41068X100   636,150 22,243 SH   SOLE 0 22,243 0 0
STRYKER CORPORATION COM Stock 863667101   1,970,599 6,903 SH   SOLE 0 6,903 0 0
FASTENAL CO COM Stock 311900104   1,752,511 32,490 SH   SOLE 0 32,490 0 0
MCDONALDS CORP COM Stock 580135101   408,231 1,460 SH   SOLE 0 1,460 0 0
CISCO SYS INC COM Stock 17275R102   1,423,553 27,232 SH   SOLE 0 27,232 0 0
ADVANCED MICRO DEVICES INC COM Stock 007903107   21,671,187 221,112 SH   SOLE 0 221,112 0 0
VEEVA SYS INC CL A COM Stock 922475108   1,754,092 9,544 SH   SOLE 0 9,544 0 0
UNION PAC CORP COM Stock 907818108   3,825,953 19,010 SH   SOLE 0 19,010 0 0
CINTAS CORP COM Stock 172908105   1,233,968 2,667 SH   SOLE 0 2,667 0 0
DONALDSON INC COM Stock 257651109   297,689 4,556 SH   SOLE 0 4,556 0 0
MICROCHIP TECHNOLOGY INC. COM Stock 595017104   3,129,183 37,350 SH   SOLE 0 37,350 0 0
IDEXX LABS INC COM Stock 45168D104   281,045 562 SH   SOLE 0 562 0 0
LOCKHEED MARTIN CORP COM Stock 539830109   320,511 678 SH   SOLE 0 678 0 0
JPMORGAN CHASE & CO COM Stock 46625H100   1,727,478 13,257 SH   SOLE 0 13,256 0 0
CHEVRON CORP NEW COM Stock 166764100   592,434 3,631 SH   SOLE 0 3,631 0 0
DANAHER CORPORATION COM Stock 235851102   1,064,113 4,222 SH   SOLE 0 4,222 0 0
WALMART INC COM Stock 931142103   9,956,119 67,522 SH   SOLE 0 67,522 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101   4,389,942 33,488 SH   SOLE 0 33,488 0 0
ORACLE CORP COM Stock 68389X105   302,269 3,253 SH   SOLE 0 3,253 0 0
MORGAN STANLEY COM NEW Stock 617446448   717,326 8,170 SH   SOLE 0 8,170 0 0
ALPHABET INC CAP STK CL C Stock 02079K107   927,680 8,920 SH   SOLE 0 8,920 0 0
AMERICAN EXPRESS CO COM Stock 025816109   1,514,484 9,181 SH   SOLE 0 9,181 0 0
AMGEN INC COM Stock 031162100   719,206 2,975 SH   SOLE 0 2,975 0 0
CANADIAN NATL RY CO COM Stock 136375102   566,256 4,800 SH   SOLE 0 4,800 0 0
ATLANTICA SUSTAINABLE INFR PLC SHS Stock G0751N103   204,082 6,904 SH   SOLE 0 6,904 0 0
PLUG POWER INC COM NEW Stock 72919P202   400,297 34,155 SH   SOLE 0 34,155 0 0
VANGUARD MEGA CAP GROWTH ETF ETF 921910816   619,665 3,030 SH   SOLE 0 3,030 0 0
BRISTOL-MYERS SQUIBB CO COM Stock 110122108   293,736 4,238 SH   SOLE 0 4,238 0 0
EXXON MOBIL CORP COM Stock 30231G102   343,565 3,133 SH   SOLE 0 3,133 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102   2,899,340 6,135 SH   SOLE 0 6,135 0 0
PRICE T ROWE GROUP INC COM Stock 74144T108   1,516,812 13,435 SH   SOLE 0 13,435 0 0
LOWES COS INC COM Stock 548661107   4,363,145 21,819 SH   SOLE 0 21,819 0 0
SOLAREDGE TECHNOLOGIES INC COM Stock 83417M104   4,210,011 13,851 SH   SOLE 0 13,851 0 0
COLGATE PALMOLIVE CO COM Stock 194162103   232,965 3,100 SH   SOLE 0 3,100 0 0
PAYPAL HLDGS INC COM Stock 70450Y103   1,087,385 14,319 SH   SOLE 0 14,319 0 0
ACTIVISION BLIZZARD INC COM Stock 00507V109   3,151,766 36,824 SH   SOLE 0 36,824 0 0
CROWN CASTLE INC COM REIT 22822V101   573,103 4,282 SH   SOLE 0 4,282 0 0
SUNRUN INC COM Stock 86771W105   3,276,430 162,602 SH   SOLE 0 162,602 0 0
APPLE INC COM Stock 037833100   46,206,851 280,211 SH   SOLE 0 280,211 0 0
ABBOTT LABS COM Stock 002824100   918,732 9,073 SH   SOLE 0 9,073 0 0
DISNEY WALT CO COM Stock 254687106   1,004,204 10,029 SH   SOLE 0 10,029 0 0
NOVOCURE LTD ORD SHS Stock G6674U108   18,336,746 304,901 SH   SOLE 0 304,901 0 0
MARSH & MCLENNAN COS INC COM Stock 571748102   1,581,392 9,495 SH   SOLE 0 9,495 0 0