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
ABBOTT LABS COM 002824100   228,020 2,000 SH   SOLE 0 0 0 2,000
ADOBE INC COM 00724F101   5,234,238 10,109 SH   SOLE 0 0 0 10,109
ADVANCED MICRO DEVICES INC COM 007903107   5,052,023 30,790 SH   SOLE 0 0 0 30,790
ALPHABET INC CAP STK CL A 02079K305   9,981,351 60,183 SH   SOLE 0 0 0 60,183
ALPHABET INC CAP STK CL C 02079K107   1,130,204 6,760 SH   SOLE 0 0 0 6,760
AMAZON COM INC COM 023135106   6,041,191 32,422 SH   SOLE 0 0 0 32,422
AMERICAN EXPRESS CO COM 025816109   6,446,153 23,769 SH   SOLE 0 0 0 23,769
APPLE INC COM 037833100   11,102,683 47,651 SH   SOLE 0 0 0 47,651
AUTODESK INC COM 052769106   4,361,124 15,831 SH   SOLE 0 0 0 15,831
CADENCE DESIGN SYSTEM INC COM 127387108   474,031 1,749 SH   SOLE 0 0 0 1,749
CONSTELLATION BRANDS INC CL A 21036P108   2,704,972 10,497 SH   SOLE 0 0 0 10,497
COPART INC COM 217204106   4,536,058 86,566 SH   SOLE 0 0 0 86,566
COSTCO WHSL CORP NEW COM 22160K105   3,905,121 4,405 SH   SOLE 0 0 0 4,405
E L F BEAUTY INC COM 26856L103   1,992,305 18,273 SH   SOLE 0 0 0 18,273
ELI LILLY & CO COM 532457108   6,590,508 7,439 SH   SOLE 0 0 0 7,439
EMERSON ELEC CO COM 291011104   1,586,959 14,510 SH   SOLE 0 0 0 14,510
EXXON MOBIL CORP COM 30231G102   3,392,933 28,945 SH   SOLE 0 0 0 28,945
FISERV INC COM 337738108   3,804,089 21,175 SH   SOLE 0 0 0 21,175
INTUITIVE SURGICAL INC COM NEW 46120E602   4,777,601 9,725 SH   SOLE 0 0 0 9,725
INVESCO EXCH TRADED FD TR II EQUAL WEGT 0-30 46138E107   436,200 15,000 SH   SOLE 0 0 0 15,000
INVESCO QQQ TR UNIT SER 1 46090E103   305,532 626 SH   SOLE 0 0 0 626
ISHARES TR 7-10 YR TRSY BD 464287440   250,206 2,550 SH   SOLE 0 0 0 2,550
ISHARES TR 0-3 MNTH TREASRY 46436E718   4,415,263 43,837 SH   SOLE 0 0 0 43,837
JOHNSON & JOHNSON COM 478160104   202,575 1,250 SH   SOLE 0 0 0 1,250
MASTERCARD INCORPORATED CL A 57636Q104   9,118,511 18,466 SH   SOLE 0 0 0 18,466
MERCADOLIBRE INC COM 58733R102   7,001,288 3,412 SH   SOLE 0 0 0 3,412
MERCK & CO INC COM 58933Y105   1,902,584 16,754 SH   SOLE 0 0 0 16,754
MICROCHIP TECHNOLOGY INC. COM 595017104   3,587,036 44,676 SH   SOLE 0 0 0 44,676
MICROSOFT CORP COM 594918104   11,107,334 25,813 SH   SOLE 0 0 0 25,813
NOVO-NORDISK A S ADR 670100205   7,981,143 67,029 SH   SOLE 0 0 0 67,029
NVIDIA CORPORATION COM 67066G104   20,835,825 171,573 SH   SOLE 0 0 0 171,573
PEPSICO INC COM 713448108   2,271,868 13,360 SH   SOLE 0 0 0 13,360
PHILLIPS 66 COM 718546104   2,744,019 20,875 SH   SOLE 0 0 0 20,875
PROCTER AND GAMBLE CO COM 742718109   200,392 1,157 SH   SOLE 0 0 0 1,157
RED CAT HLDGS INC COM 75644T100   50,800 20,000 SH   SOLE 0 0 0 20,000
SCHWAB CHARLES CORP COM 808513105   226,835 3,500 SH   SOLE 0 0 0 3,500
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   1,133,000 22,000 SH   SOLE 0 0 0 22,000
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508   1,038,625 12,500 SH   SOLE 0 0 0 12,500
SPDR SER TR PORTFOLIO SH TSR 78468R101   637,432 21,674 SH   SOLE 0 0 0 21,674
STRYKER CORPORATION COM 863667101   498,539 1,380 SH   SOLE 0 0 0 1,380
SYNOPSYS INC COM 871607107   787,436 1,555 SH   SOLE 0 0 0 1,555
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,435,383 8,265 SH   SOLE 0 0 0 8,265
TETRA TECH INC NEW COM 88162G103   274,707 5,825 SH   SOLE 0 0 0 5,825
THOMSON REUTERS CORP. COM 884903808   244,811 1,435 SH   SOLE 0 0 0 1,435
TOAST INC CL A 888787108   4,552,956 160,825 SH   SOLE 0 0 0 160,825
VERTEX PHARMACEUTICALS INC COM 92532F100   3,311,835 7,121 SH   SOLE 0 0 0 7,121
VISA INC COM CL A 92826C839   8,703,817 31,656 SH   SOLE 0 0 0 31,656
VSE CORP COM 918284100   4,812,570 58,172 SH   SOLE 0 0 0 58,172
WEX INC COM 96208T104   7,062,658 33,675 SH   SOLE 0 0 0 33,675