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
AAON INC COM PAR $0.004 000360206   705,724 6,544 SH   SOLE 0 0 0 6,544
ABBOTT LABS COM 002824100   1,926,113 16,894 SH   SOLE 0 0 0 16,894
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,268,988 6,419 SH   SOLE 0 0 0 6,419
ACM RESH INC COM CL A 00108J109   338,482 16,674 SH   SOLE 0 0 0 16,674
AEROVIRONMENT INC COM 008073108   278,094 1,387 SH   SOLE 0 0 0 1,387
AGCO CORP COM 001084102   970,673 9,919 SH   SOLE 0 0 0 9,919
AGILYSYS INC COM 00847J105   491,019 4,506 SH   SOLE 0 0 0 4,506
ALPHABET INC CAP STK CL A 02079K305   24,500,894 147,729 SH   SOLE 0 1,843 0 145,886
ALPHABET INC CAP STK CL C 02079K107   1,246,067 7,453 SH   SOLE 0 1,700 0 5,753
AMAZON COM INC COM 023135106   19,443,468 104,350 SH   SOLE 0 100 0 104,250
AMER STATES WTR CO COM 029899101   445,006 5,343 SH   SOLE 0 0 0 5,343
AMETEK INC COM 031100100   1,226,353 7,142 SH   SOLE 0 0 0 7,142
AMPHASTAR PHARMACEUTICALS IN COM 03209R103   482,971 9,952 SH   SOLE 0 0 0 9,952
APPLE INC COM 037833100   19,566,313 83,976 SH   SOLE 0 2,195 0 81,781
ARCH CAP GROUP LTD ORD G0450A105   1,238,512 11,070 SH   SOLE 0 0 0 11,070
ARISTA NETWORKS INC COM 040413106   2,117,151 5,516 SH   SOLE 0 0 0 5,516
ASML HOLDING N V N Y REGISTRY SHS N07059210   2,005,633 2,407 SH   SOLE 0 0 0 2,407
ASPEN AEROGELS INC COM 04523Y105   414,381 14,965 SH   SOLE 0 0 0 14,965
AXON ENTERPRISE INC COM 05464C101   1,369,030 3,426 SH   SOLE 0 0 0 3,426
BADGER METER INC COM 056525108   2,111,836 9,669 SH   SOLE 0 0 0 9,669
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   21,681,105 47,106 SH   SOLE 0 88 0 47,019
BOISE CASCADE CO DEL COM 09739D100   362,178 2,569 SH   SOLE 0 0 0 2,569
BOOKING HOLDINGS INC COM 09857L108   12,939,696 3,072 SH   SOLE 0 53 0 3,019
BROWN & BROWN INC COM 115236101   1,479,097 14,277 SH   SOLE 0 0 0 14,277
CACTUS INC CL A 127203107   232,431 3,895 SH   SOLE 0 0 0 3,895
CALIFORNIA RES CORP COM STOCK 13057Q305   470,311 8,963 SH   SOLE 0 0 0 8,963
CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI 14020V108   243,691 7,109 SH   SOLE 0 0 0 7,109
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106   202,966 5,570 SH   SOLE 0 0 0 5,570
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101   432,974 12,445 SH   SOLE 0 0 0 12,445
CATALYST PHARMACEUTICALS INC COM 14888U101   538,092 27,067 SH   SOLE 0 0 0 27,067
CBOE GLOBAL MKTS INC COM 12503M108   1,210,577 5,909 SH   SOLE 0 0 0 5,909
CELESTICA INC COM 15101Q207   1,188,949 23,258 SH   SOLE 0 0 0 23,258
CHEMED CORP NEW COM 16359R103   1,180,305 1,964 SH   SOLE 0 0 0 1,964
CHIPOTLE MEXICAN GRILL INC COM 169656105   25,194,411 437,251 SH   SOLE 0 3,175 0 434,076
CHURCH & DWIGHT CO INC COM 171340102   3,552,417 33,923 SH   SOLE 0 0 0 33,923
CINTAS CORP COM 172908105   1,702,087 8,267 SH   SOLE 0 0 0 8,267
CLEAR SECURE INC COM CL A 18467V109   1,668,500 50,347 SH   SOLE 0 0 0 50,347
CLEARWATER ANALYTICS HLDGS I CL A 185123106   233,790 9,259 SH   SOLE 0 0 0 9,259
CMS ENERGY CORP COM 125896100   1,251,705 17,722 SH   SOLE 0 0 0 17,722
COMFORT SYS USA INC COM 199908104   2,093,079 5,362 SH   SOLE 0 0 0 5,362
COMMERCIAL METALS CO COM 201723103   2,255,570 41,040 SH   SOLE 0 0 0 41,040
COPART INC COM 217204106   17,119,499 326,708 SH   SOLE 0 235 0 326,474
CORCEPT THERAPEUTICS INC COM 218352102   714,702 15,443 SH   SOLE 0 0 0 15,443
COSTCO WHSL CORP NEW COM 22160K105   19,743,249 22,271 SH   SOLE 0 17 0 22,254
CSW INDUSTRIALS INC COM 126402106   657,689 1,795 SH   SOLE 0 0 0 1,795
CYBERARK SOFTWARE LTD SHS M2682V108   314,647 1,079 SH   SOLE 0 0 0 1,079
DECKERS OUTDOOR CORP COM 243537107   3,000,849 18,820 SH   SOLE 0 0 0 18,820
DEXCOM INC COM 252131107   704,724 10,512 SH   SOLE 0 0 0 10,512
DIREXION SHS ETF TR 20YR TRES BEAR 25460G849   3,951,214 136,673 SH   SOLE 0 16 0 136,657
DOXIMITY INC CL A 26622P107   3,069,681 70,454 SH   SOLE 0 0 0 70,454
DUOLINGO INC CL A COM 26603R106   1,393,179 4,940 SH   SOLE 0 0 0 4,940
DYNATRACE INC COM NEW 268150109   1,088,008 20,348 SH   SOLE 0 0 0 20,348
E L F BEAUTY INC COM 26856L103   1,160,188 10,641 SH   SOLE 0 0 0 10,641
EDWARDS LIFESCIENCES CORP COM 28176E108   12,344,202 187,062 SH   SOLE 0 161 0 186,901
EMCOR GROUP INC COM 29084Q100   1,286,854 2,989 SH   SOLE 0 0 0 2,989
EQUITY LIFESTYLE PPTYS INC COM 29472R108   2,961,109 41,507 SH   SOLE 0 0 0 41,507
ETHAN ALLEN INTERIORS INC COM 297602104   222,519 6,978 SH   SOLE 0 0 0 6,978
EXP WORLD HLDGS INC COM 30212W100   465,393 33,030 SH   SOLE 0 0 0 33,030
EXXON MOBIL CORP COM 30231G102   3,108,187 26,516 SH   SOLE 0 7,475 0 19,041
FABRINET SHS G3323L100   1,402,326 5,931 SH   SOLE 0 0 0 5,931
FASTENAL CO COM 311900104   1,951,480 27,324 SH   SOLE 0 0 0 27,324
FLEXSHARES TR FLEXSHARES ULTRA 33939L886   5,249,042 69,377 SH   SOLE 0 0 0 69,377
GENERAC HLDGS INC COM 368736104   1,497,285 9,424 SH   SOLE 0 0 0 9,424
GENERAL DYNAMICS CORP COM 369550108   2,087,295 6,907 SH   SOLE 0 0 0 6,907
GRAINGER W W INC COM 384802104   280,479 270 SH   SOLE 0 270 0 0
HARMONY BIOSCIENCES HLDGS IN COM 413197104   532,160 13,304 SH   SOLE 0 0 0 13,304
HERSHEY CO COM 427866108   1,965,170 10,247 SH   SOLE 0 0 0 10,247
HIMS & HERS HEALTH INC COM CL A 433000106   1,311,044 71,175 SH   SOLE 0 0 0 71,175
HOME DEPOT INC COM 437076102   2,629,823 6,490 SH   SOLE 0 0 0 6,490
INSIGHT ENTERPRISES INC COM 45765U103   632,600 2,937 SH   SOLE 0 0 0 2,937
INTERNATIONAL BUSINESS MACHS COM 459200101   242,617 1,097 SH   SOLE 0 342 0 755
INTERNATIONAL SEAWAYS INC COM Y41053102   216,191 4,193 SH   SOLE 0 0 0 4,193
INTUIT COM 461202103   19,891,981 32,032 SH   SOLE 0 31 0 32,001
INTUITIVE SURGICAL INC COM NEW 46120E602   15,409,391 31,366 SH   SOLE 0 1,739 0 29,628
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100   4,688,630 349,116 SH   SOLE 0 0 0 349,116
INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508   9,946,316 473,409 SH   SOLE 0 0 0 473,409
INVESCO EXCHANGE TRADED FD T FINL PFD ETF 46137V621   6,383,696 407,643 SH   SOLE 0 0 0 407,643
IRADIMED CORP COM 46266A109   503,063 10,003 SH   SOLE 0 0 0 10,003
ISHARES TR CORE S&P500 ETF 464287200   3,933,866 6,820 SH   SOLE 0 0 0 6,820
ISHARES TR MBS ETF 464288588   9,541,569 99,588 SH   SOLE 0 0 0 99,588
ISHARES TR S&P 500 VAL ETF 464287408   567,850 2,880 SH   SOLE 0 0 0 2,880
ISHARES TR CORE 1 5 YR USD 46432F859   25,286,303 519,439 SH   SOLE 0 0 0 519,439
ISHARES TR S&P 500 GRWT ETF 464287309   667,186 6,968 SH   SOLE 0 0 0 6,968
ISHARES TR IBOXX HI YD ETF 464288513   3,112,500 38,761 SH   SOLE 0 0 0 38,761
ISHARES TR CORE S&P US VLU 464287663   440,293 4,611 SH   SOLE 0 0 0 4,611
ISHARES TR SP SMCP600VL ETF 464287879   315,007 2,926 SH   SOLE 0 0 0 2,926
ISHARES TR CORE S&P SCP ETF 464287804   359,418 3,073 SH   SOLE 0 97 0 2,976
ISHARES TR CORE S&P US GWT 464287671   1,453,619 11,020 SH   SOLE 0 0 0 11,020
ISHARES TR MSCI ACWI EX US 464288240   1,330,594 23,254 SH   SOLE 0 0 0 23,254
ISHARES TR TIPS BD ETF 464287176   16,200,540 146,651 SH   SOLE 0 0 0 146,651
KINSALE CAP GROUP INC COM 49714P108   1,563,855 3,359 SH   SOLE 0 0 0 3,359
LENNAR CORP CL A 526057104   5,528,709 29,490 SH   SOLE 0 0 0 29,490
LGI HOMES INC COM 50187T106   508,806 4,293 SH   SOLE 0 0 0 4,293
LINDE PLC SHS G54950103   238,430 500 SH   SOLE 0 195 0 305
M/I HOMES INC COM 55305B101   349,917 2,042 SH   SOLE 0 0 0 2,042
MASTERCARD INCORPORATED CL A 57636Q104   19,549,286 39,589 SH   SOLE 0 193 0 39,397
MCGRATH RENTCORP COM 580589109   485,388 4,610 SH   SOLE 0 0 0 4,610
MEDPACE HLDGS INC COM 58506Q109   2,650,038 7,939 SH   SOLE 0 0 0 7,939
META PLATFORMS INC CL A 30303M102   27,240,283 47,586 SH   SOLE 0 765 0 46,821
MICROSOFT CORP COM 594918104   5,158,466 11,988 SH   SOLE 0 1,340 0 10,648
MONOLITHIC PWR SYS INC COM 609839105   2,991,761 3,236 SH   SOLE 0 0 0 3,236
MONSTER BEVERAGE CORP NEW COM 61174X109   15,868,462 304,168 SH   SOLE 0 5,352 0 298,816
NAPCO SEC TECHNOLOGIES INC COM 630402105   455,856 11,267 SH   SOLE 0 0 0 11,267
NEXTERA ENERGY INC COM 65339F101   2,812,841 33,276 SH   SOLE 0 0 0 33,276
NIKE INC CL B 654106103   1,803,153 20,398 SH   SOLE 0 572 0 19,826
NOVO-NORDISK A S ADR 670100205   26,244,920 220,416 SH   SOLE 0 2,875 0 217,541
NUVEEN N Y MUN VALUE FD COM 67062M105   120,962 14,049 SH   SOLE 0 0 0 14,049
NVIDIA CORPORATION COM 67066G104   33,329,462 274,452 SH   SOLE 0 1,730 0 272,722
NVR INC COM 62944T105   225,671 23 SH   SOLE 0 0 0 23
OLD DOMINION FREIGHT LINE IN COM 679580100   1,365,451 6,874 SH   SOLE 0 0 0 6,874
ORACLE CORP COM 68389X105   358,522 2,104 SH   SOLE 0 1,654 0 450
PACKAGING CORP AMER COM 695156109   2,568,053 11,922 SH   SOLE 0 0 0 11,922
PALANTIR TECHNOLOGIES INC CL A 69608A108   1,425,206 38,312 SH   SOLE 0 0 0 38,312
PAYPAL HLDGS INC COM 70450Y103   7,686,977 98,513 SH   SOLE 0 121 0 98,392
PIMCO ETF TR ENHAN SHRT MA AC 72201R833   4,203,067 41,743 SH   SOLE 0 0 0 41,743
POOL CORP COM 73278L105   1,088,198 2,888 SH   SOLE 0 0 0 2,888
POWELL INDS INC COM 739128106   324,993 1,464 SH   SOLE 0 0 0 1,464
PROGRESSIVE CORP COM 743315103   27,845,686 109,732 SH   SOLE 0 100 0 109,632
PROSHARES TR ULSH 20YRTRE NEW 74347G887   1,995,822 33,236 SH   SOLE 0 0 0 33,236
QUALYS INC COM 74758T303   1,058,767 8,242 SH   SOLE 0 0 0 8,242
RENALYTIX PLC SPON ADS 75973T101   2,500 11,955 SH   SOLE 0 0 0 11,955
ROBINHOOD MKTS INC COM CL A 770700102   1,286,578 54,935 SH   SOLE 0 0 0 54,935
ROLLINS INC COM 775711104   1,317,660 26,051 SH   SOLE 0 0 0 26,051
RXSIGHT INC COM 78349D107   388,520 7,860 SH   SOLE 0 0 0 7,860
SAIA INC COM 78709Y105   257,109 588 SH   SOLE 0 0 0 588
SAMSARA INC COM CL A 79589L106   1,481,037 30,778 SH   SOLE 0 0 0 30,778
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   2,428,744 53,591 SH   SOLE 0 0 0 53,591
SHERWIN WILLIAMS CO COM 824348106   2,780,752 7,286 SH   SOLE 0 0 0 7,286
SKECHERS U S A INC CL A 830566105   1,268,469 18,955 SH   SOLE 0 0 0 18,955
SKYWARD SPECIALTY INS GROUP COM 830940102   276,272 6,783 SH   SOLE 0 0 0 6,783
SMITH A O CORP COM 831865209   3,652,151 40,656 SH   SOLE 0 0 0 40,656
SOUNDTHINKING INC COM 82536T107   228,161 19,686 SH   SOLE 0 0 0 19,686
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   820,853 1,940 SH   SOLE 0 0 0 1,940
SPDR S&P 500 ETF TR TR UNIT 78462F103   862,034 1,502 SH   SOLE 0 0 0 1,502
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   4,097,777 44,633 SH   SOLE 0 0 0 44,633
SPDR SER TR BBG CONV SEC ETF 78464A359   3,209,925 41,911 SH   SOLE 0 0 0 41,911
SPOTIFY TECHNOLOGY S A SHS L8681T102   2,183,540 5,925 SH   SOLE 0 0 0 5,925
SPX TECHNOLOGIES INC COM 78473E103   308,715 1,936 SH   SOLE 0 0 0 1,936
STARBUCKS CORP COM 855244109   355,741 3,649 SH   SOLE 0 0 0 3,649
STEPSTONE GROUP INC COM CL A 85914M107   1,845,107 32,467 SH   SOLE 0 0 0 32,467
STRIDE INC COM 86333M108   583,264 6,837 SH   SOLE 0 0 0 6,837
SYNOPSYS INC COM 871607107   19,532,110 38,571 SH   SOLE 0 39 0 38,532
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   286,729 1,651 SH   SOLE 0 0 0 1,651
TESLA INC COM 88160R101   380,410 1,454 SH   SOLE 0 0 0 1,454
TEXAS PACIFIC LAND CORPORATI COM 88262P102   1,499,634 1,695 SH   SOLE 0 0 0 1,695
THOR INDS INC COM 885160101   219,180 1,995 SH   SOLE 0 0 0 1,995
TORO CO COM 891092108   11,679,155 134,661 SH   SOLE 0 698 0 133,964
TRACTOR SUPPLY CO COM 892356106   21,049,150 72,351 SH   SOLE 0 659 0 71,693
TRANE TECHNOLOGIES PLC SHS G8994E103   305,153 785 SH   SOLE 0 0 0 785
TREX CO INC COM 89531P105   1,034,720 15,541 SH   SOLE 0 0 0 15,541
UFP INDUSTRIES INC COM 90278Q108   278,860 2,125 SH   SOLE 0 0 0 2,125
UFP TECHNOLOGIES INC COM 902673102   369,272 1,166 SH   SOLE 0 0 0 1,166
UNION PAC CORP COM 907818108   2,138,523 8,676 SH   SOLE 0 325 0 8,351
UNITED PARCEL SERVICE INC CL B 911312106   1,513,805 11,103 SH   SOLE 0 0 0 11,103
UNITEDHEALTH GROUP INC COM 91324P102   22,326,304 38,186 SH   SOLE 0 60 0 38,126
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   365,165 692 SH   SOLE 0 189 0 503
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718   247,259 1,963 SH   SOLE 0 0 0 1,963
VEEVA SYS INC CL A COM 922475108   1,117,977 5,327 SH   SOLE 0 0 0 5,327
VERTEX PHARMACEUTICALS INC COM 92532F100   1,372,451 2,951 SH   SOLE 0 0 0 2,951
VISA INC COM CL A 92826C839   364,983 1,327 SH   SOLE 0 0 0 1,327
VITA COCO CO INC COM 92846Q107   239,842 8,472 SH   SOLE 0 0 0 8,472
VITAL FARMS INC COM 92847W103   241,247 6,879 SH   SOLE 0 0 0 6,879
WD 40 CO COM 929236107   268,969 1,043 SH   SOLE 0 0 0 1,043
WISDOMTREE TR FLOATNG RAT TREA 97717Y527   4,077,456 81,192 SH   SOLE 0 0 0 81,192