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
MASTERCARD INCORPORATED CL A 57636Q104 10,699 30,773 SH   SOLE 0 0 0 30,773
DISNEY WALT CO COM 254687106 328 1,937 SH   SOLE 0 0 0 1,937
DISCOVER FINL SVCS COM 254709108 5,663 46,100 SH   SOLE 0 0 0 46,100
PAGSEGURO DIGITAL LTD COM CL A G68707101 3,620 70,000 SH   SOLE 0 0 0 70,000
INTUITIVE SURGICAL INC COM NEW 46120E602 5,995 6,030 SH   SOLE 0 0 0 6,030
COSTCO WHSL CORP NEW COM 22160K105 3,085 6,866 SH   SOLE 0 0 0 6,866
NATIONAL PRESTO INDS INC COM 637215104 408 4,975 SH   SOLE 0 0 0 4,975
ABBOTT LABS COM 002824100 236 2,000 SH   SOLE 0 0 0 2,000
PEPSICO INC COM 713448108 2,359 15,685 SH   SOLE 0 0 0 15,685
AMAZON COM INC COM 023135106 11,350 3,455 SH   SOLE 0 0 0 3,455
APPLE INC COM 037833100 12,927 91,360 SH   SOLE 0 0 0 91,360
AT&T INC COM 00206R102 270 10,000 SH   SOLE 0 0 0 10,000
STRYKER CORPORATION COM 863667101 1,953 7,407 SH   SOLE 0 0 0 7,407
GUARDANT HEALTH INC COM 40131M109 3,118 24,946 SH   SOLE 0 0 0 24,946
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1,602 16,000 SH   SOLE 0 0 0 16,000
SPDR SER TR PORTFOLIO SH TSR 78468R101 1,968 64,250 SH   SOLE 0 0 0 64,250
SCHWAB CHARLES CORP COM 808513105 291 4,000 SH   SOLE 0 0 0 4,000
AUTODESK INC COM 052769106 7,809 27,383 SH   SOLE 0 0 0 27,383
JPMORGAN CHASE & CO COM 46625H100 7,261 44,360 SH   SOLE 0 0 0 44,360
EXACT SCIENCES CORP COM 30063P105 1,212 12,701 SH   SOLE 0 0 0 12,701
OLO INC CL A 68134L109 3,908 130,139 SH   SOLE 0 0 0 130,139
CONSTELLATION BRANDS INC CL A 21036P108 7,431 35,271 SH   SOLE 0 0 0 35,271
VISA INC COM CL A 92826C839 11,821 53,068 SH   SOLE 0 0 0 53,068
SQUARE INC CL A 852234103 3,988 16,628 SH   SOLE 0 0 0 16,628
DOMO INC COM CL B 257554105 3,280 38,847 SH   SOLE 0 0 0 38,847
TYLER TECHNOLOGIES INC COM 902252105 1,802 3,928 SH   SOLE 0 0 0 3,928
COPART INC COM 217204106 6,616 47,690 SH   SOLE 0 0 0 47,690
ANSYS INC COM 03662Q105 2,645 7,769 SH   SOLE 0 0 0 7,769
MITEK SYS INC COM NEW 606710200 5,882 317,925 SH   SOLE 0 0 0 317,925
MICROCHIP TECHNOLOGY INC. COM 595017104 1,251 8,150 SH   SOLE 0 0 0 8,150
ADVANCED MICRO DEVICES INC COM 007903107 5,559 54,020 SH   SOLE 0 0 0 54,020
WEX INC COM 96208T104 6,419 36,444 SH   SOLE 0 0 0 36,444
MERCADOLIBRE INC COM 58733R102 9,442 5,622 SH   SOLE 0 0 0 5,622
LOCKHEED MARTIN CORP COM 539830109 7,598 22,017 SH   SOLE 0 0 0 22,017
NVIDIA CORPORATION COM 67066G104 13,262 64,018 SH   SOLE 0 0 0 64,018
GUIDEWIRE SOFTWARE INC COM 40171V100 212 1,782 SH   SOLE 0 0 0 1,782
COUPA SOFTWARE INC COM 22266L106 4,282 19,535 SH   SOLE 0 0 0 19,535
MICROSOFT CORP COM 594918104 12,663 44,916 SH   SOLE 0 0 0 44,916
MERCK & CO INC COM 58933Y105 4,473 59,559 SH   SOLE 0 0 0 59,559
RAYTHEON TECHNOLOGIES CORP COM 75513E101 2,648 30,806 SH   SOLE 0 0 0 30,806
ISHARES TR 3YRTB ETF 464288125 647 8,039 SH   SOLE 0 0 0 8,039
ADOBE SYSTEMS INCORPORATED COM 00724F101 7,218 12,538 SH   SOLE 0 0 0 12,538
CHEWY INC CL A 16679L109 2,256 33,128 SH   SOLE 0 0 0 33,128
ALPHABET INC CAP STK CL A 02079K305 10,486 3,922 SH   SOLE 0 0 0 3,922
EMERSON ELEC CO COM 291011104 1,769 18,775 SH   SOLE 0 0 0 18,775
HONEYWELL INTL INC COM 438516106 258 1,215 SH   SOLE 0 0 0 1,215
FISERV INC COM 337738108 3,898 35,926 SH   SOLE 0 0 0 35,926
ALPHABET INC CAP STK CL C 02079K107 2,036 764 SH   SOLE 0 0 0 764
SNOWFLAKE INC CL A 833445109 680 2,250 SH   SOLE 0 0 0 2,250
MARQETA INC CLASS A COM 57142B104 442 20,000 SH   SOLE 0 0 0 20,000
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 319 5,200 SH   SOLE 0 0 0 5,200
MEDTRONIC PLC SHS G5960L103 409 3,263 SH   SOLE 0 0 0 3,263
VSE CORP COM 918284100 963 20,000 SH   SOLE 0 0 0 20,000
JOHNSON & JOHNSON COM 478160104 3,012 18,649 SH   SOLE 0 0 0 18,649
THERMO FISHER SCIENTIFIC INC COM 883556102 281 492 SH   SOLE 0 0 0 492
PAYPAL HLDGS INC COM 70450Y103 10,563 40,596 SH   SOLE 0 0 0 40,596
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1,227 16,000 SH   SOLE 0 0 0 16,000