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

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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   226,220 2,000 SH   SOLE 0 0 0 2,000
ADOBE INC COM 00724F101   4,524,619 10,175 SH   SOLE 0 0 0 10,175
ADVANCED MICRO DEVICES INC COM 007903107   3,774,204 31,246 SH   SOLE 0 0 0 31,246
ALPHABET INC CAP STK CL A 02079K305   10,745,047 56,762 SH   SOLE 0 0 0 56,762
ALPHABET INC CAP STK CL C 02079K107   1,287,374 6,760 SH   SOLE 0 0 0 6,760
AMAZON COM INC COM 023135106   7,418,673 33,815 SH   SOLE 0 0 0 33,815
AMERICAN EXPRESS CO COM 025816109   6,952,899 23,427 SH   SOLE 0 0 0 23,427
APPLE INC COM 037833100   11,536,849 46,070 SH   SOLE 0 0 0 46,070
AUTODESK INC COM 052769106   4,566,261 15,449 SH   SOLE 0 0 0 15,449
CADENCE DESIGN SYSTEM INC COM 127387108   540,227 1,798 SH   SOLE 0 0 0 1,798
CONSTELLATION BRANDS INC CL A 21036P108   2,120,716 9,596 SH   SOLE 0 0 0 9,596
COPART INC COM 217204106   4,744,890 82,678 SH   SOLE 0 0 0 82,678
COSTCO WHSL CORP NEW COM 22160K105   3,919,803 4,278 SH   SOLE 0 0 0 4,278
E L F BEAUTY INC COM 26856L103   4,758,094 37,898 SH   SOLE 0 0 0 37,898
ELI LILLY & CO COM 532457108   5,693,500 7,375 SH   SOLE 0 0 0 7,375
EMERSON ELEC CO COM 291011104   1,798,224 14,510 SH   SOLE 0 0 0 14,510
EXXON MOBIL CORP COM 30231G102   3,113,614 28,945 SH   SOLE 0 0 0 28,945
FISERV INC COM 337738108   4,376,062 21,303 SH   SOLE 0 0 0 21,303
GRID DYNAMICS HLDGS INC CL A 39813G109   222,400 10,000 SH   SOLE 0 0 0 10,000
INTUITIVE SURGICAL INC COM NEW 46120E602   5,019,167 9,616 SH   SOLE 0 0 0 9,616
INVESCO EXCH TRADED FD TR II EQUAL WEGT 0-30 46138E107   405,450 15,000 SH   SOLE 0 0 0 15,000
INVESCO QQQ TR UNIT SER 1 46090E103   320,030 626 SH   SOLE 0 0 0 626
ISHARES GOLD TR ISHARES NEW 464285204   320,082 6,465 SH   SOLE 0 0 0 6,465
ISHARES TR 7-10 YR TRSY BD 464287440   217,258 2,350 SH   SOLE 0 0 0 2,350
ISHARES TR 0-3 MNTH TREASRY 46436E718   4,216,650 42,032 SH   SOLE 0 0 0 42,032
MASTERCARD INCORPORATED CL A 57636Q104   9,111,767 17,304 SH   SOLE 0 0 0 17,304
MERCADOLIBRE INC COM 58733R102   5,696,474 3,350 SH   SOLE 0 0 0 3,350
MERCK & CO INC COM 58933Y105   1,530,500 15,385 SH   SOLE 0 0 0 15,385
MICROCHIP TECHNOLOGY INC. COM 595017104   529,341 9,230 SH   SOLE 0 0 0 9,230
MICROSOFT CORP COM 594918104   10,201,565 24,203 SH   SOLE 0 0 0 24,203
NOVO-NORDISK A S ADR 670100205   5,434,658 63,179 SH   SOLE 0 0 0 63,179
NVIDIA CORPORATION COM 67066G104   21,595,981 160,816 SH   SOLE 0 0 0 160,816
PEPSICO INC COM 713448108   1,957,164 12,871 SH   SOLE 0 0 0 12,871
PHILLIPS 66 COM 718546104   2,088,337 18,330 SH   SOLE 0 0 0 18,330
SCHWAB CHARLES CORP COM 808513105   259,035 3,500 SH   SOLE 0 0 0 3,500
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   1,137,840 44,000 SH   SOLE 0 0 0 44,000
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508   1,039,125 37,500 SH   SOLE 0 0 0 37,500
SPDR SER TR PORTFOLIO SH TSR 78468R101   240,783 8,300 SH   SOLE 0 0 0 8,300
STRYKER CORPORATION COM 863667101   497,949 1,383 SH   SOLE 0 0 0 1,383
SYNOPSYS INC COM 871607107   767,840 1,582 SH   SOLE 0 0 0 1,582
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,632,255 8,265 SH   SOLE 0 0 0 8,265
TETRA TECH INC NEW COM 88162G103   232,068 5,825 SH   SOLE 0 0 0 5,825
THOMSON REUTERS CORP COM 884903808   230,145 1,435 SH   SOLE 0 0 0 1,435
TOAST INC CL A 888787108   4,950,821 135,825 SH   SOLE 0 0 0 135,825
VISA INC COM CL A 92826C839   9,351,940 29,591 SH   SOLE 0 0 0 29,591
VSE CORP COM 918284100   4,737,787 49,819 SH   SOLE 0 0 0 49,819
WEX INC COM 96208T104   5,841,662 33,320 SH   SOLE 0 0 0 33,320