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
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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
ADOBE INC COM 00724F101 BBG001S5NCQ5 325,546 586 SH   SOLE   0 0 586
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 36,642,590 225,896 SH   SOLE   0 0 225,896
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 11,460,149 62,916 SH   SOLE   0 0 62,916
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 283,384 1,545 SH   SOLE   0 0 1,545
ALPS ETF TR MED BREAKTHGH 00162Q593 BBG007TGGCM9 287,130 8,550 SH   SOLE   0 0 8,550
AMAZON COM INC COM 023135106 BBG001S5PQL7 9,995,470 51,723 SH   SOLE   0 0 51,723
AMGEN INC COM 031162100 BBG001S5NNL6 4,470,063 14,306 SH   SOLE   0 0 14,306
AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664 BBG01L6XYQ08 2,961,915 45,758 SH   SOLE   0 0 45,758
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 19,023,776 83,343 SH   SOLE   0 0 83,343
APPLE INC COM 037833100 BBG001S5N8V8 24,687,748 117,215 SH   SOLE   0 0 117,215
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 29,314,914 124,221 SH   SOLE   0 0 124,221
ARK ETF TR GENOMIC REV ETF 00214Q302 BBG007FJPCC9 505,689 21,537 SH   SOLE   0 0 21,537
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 14,282,424 13,965 SH   SOLE   0 0 13,965
AVID BIOSERVICES INC COM 05368M106 BBG001SD4YL6 262,931 36,825 SH   SOLE   0 0 36,825
BLACKROCK INC COM 09247X101 BBG001SDBP55 8,599,818 10,923 SH   SOLE   0 0 10,923
BLOCK INC CL A 852234103 BBG001TFLWL5 2,139,198 33,171 SH   SOLE   0 0 33,171
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 895,428 21,561 SH   SOLE   0 0 21,561
CATALENT INC COM 148806102 BBG005XR47N7 240,046 4,269 SH   SOLE   0 0 4,269
CATERPILLAR INC COM 149123101 BBG001S5PJ06 7,635,318 22,922 SH   SOLE   0 0 22,922
CBOE GLOBAL MKTS INC COM 12503M108 BBG001T71BP7 16,152,580 94,982 SH   SOLE   0 0 94,982
CME GROUP INC COM 12572Q105 BBG001S86547 8,430,994 42,884 SH   SOLE   0 0 42,884
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 16,774,757 19,735 SH   SOLE   0 0 19,735
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 BBG00DBBGRY0 3,125,559 57,870 SH   SOLE   0 0 57,870
CUMMINS INC COM 231021106 BBG001S5Q9M3 5,019,356 18,125 SH   SOLE   0 0 18,125
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 228,739 3,873 SH   SOLE   0 0 3,873
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 8,755,457 35,043 SH   SOLE   0 0 35,043
DIREXION SHS ETF TR DAILY S&P BIOTCH 25460G120 BBG0099SHLB2 505,716 4,458 SH   SOLE   0 0 4,458
FEDEX CORP COM 31428X106 BBG001S5R3M5 1,279,716 4,268 SH   SOLE   0 0 4,268
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 BBG006XT8631 5,341,292 89,619 SH   SOLE   0 0 89,619
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 BBG001SQ1891 4,719,332 30,647 SH   SOLE   0 0 30,647
FIRST TR NAS100 EQ WEIGHTED SHS 337344105 BBG001SNH6H6 265,074 2,150 SH   SOLE   0 0 2,150
GLOBAL X FDS GENOMIC BIOTECH 37954Y434 BBG00NTYZBH2 603,912 57,846 SH   SOLE   0 0 57,846
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 5,969,084 27,953 SH   SOLE   0 0 27,953
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 10,004,343 42,220 SH   SOLE   0 0 42,220
INTELLIA THERAPEUTICS INC COM 45826J105 BBG007KC7PC9 1,611,226 71,994 SH   SOLE   0 0 71,994
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 352,126 2,036 SH   SOLE   0 0 2,036
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 10,509,581 23,625 SH   SOLE   0 0 23,625
INVESCO EXCH TRADED FD TR II S&P SMLCP HELT 46138E149 BBG001T7V3G2 1,154,289 27,096 SH   SOLE   0 0 27,096
INVESCO EXCH TRADED FD TR II S&P SMLCP INFO 46138E115 BBG001T7V3J9 642,592 13,760 SH   SOLE   0 0 13,760
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 1,609,116 43,893 SH   SOLE   0 0 43,893
INVESCO EXCHANGE TRADED FD T SEMICONDUCTORS 46137V647 BBG001SN6GS4 346,711 5,520 SH   SOLE   0 0 5,520
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 5,073,146 10,589 SH   SOLE   0 0 10,589
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 12,799,320 60,534 SH   SOLE   0 0 60,534
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 10,949,101 102,654 SH   SOLE   0 0 102,654
ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 287,804 2,423 SH   SOLE   0 0 2,423
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 1,432,581 2,618 SH   SOLE   0 0 2,618
ISHARES TR GNMA BOND ETF 46429B333 BBG002N8KM74 5,318,413 123,483 SH   SOLE   0 0 123,483
ISHARES TR IBONDS 25 TRM TS 46436E866 BBG00RYR2N19 6,415,407 276,288 SH   SOLE   0 0 276,288
ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 9,295,384 67,721 SH   SOLE   0 0 67,721
ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 374,893 1,428 SH   SOLE   0 0 1,428
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 646,205 3,185 SH   SOLE   0 0 3,185
ISHARES TR S&P 100 ETF 464287101 BBG001SGB026 216,990 821 SH   SOLE   0 0 821
ISHARES TR US AER DEF ETF 464288760 BBG001SC08P5 1,196,373 9,060 SH   SOLE   0 0 9,060
ISHARES TR US BR DEL SE ETF 464288794 BBG001SQZT98 3,808,878 32,574 SH   SOLE   0 0 32,574
ISHARES TR US TRSPRTION 464287192 BBG001SB7HJ7 3,196,714 48,857 SH   SOLE   0 0 48,857
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 7,529,090 51,513 SH   SOLE   0 0 51,513
KLA CORP COM NEW 482480100 BBG001S5SLM4 206,128 250 SH   SOLE   0 0 250
L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 2,254,109 10,037 SH   SOLE   0 0 10,037
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 31,933,197 29,988 SH   SOLE   0 0 29,988
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 4,265,090 9,131 SH   SOLE   0 0 9,131
LOWES COS INC COM 548661107 BBG001S5SVL3 264,993 1,202 SH   SOLE   0 0 1,202
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 297,075 4,250 SH   SOLE   0 0 4,250
MATTERPORT INC COM CL A 577096100 BBG00XS0FV65 82,695 18,500 SH   SOLE   0 0 18,500
MEDPACE HLDGS INC COM 58506Q109 BBG0065B7K40 18,520,071 44,968 SH   SOLE   0 0 44,968
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 363,543 721 SH   SOLE   0 0 721
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 3,233,244 35,336 SH   SOLE   0 0 35,336
MICROSOFT CORP COM 594918104 BBG001S5TD05 22,085,811 49,415 SH   SOLE   0 0 49,415
MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 7,939,971 81,695 SH   SOLE   0 0 81,695
NASDAQ INC COM 631103108 BBG001SKTBJ6 253,092 4,200 SH   SOLE   0 0 4,200
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 345,272 792 SH   SOLE   0 0 792
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 49,179,544 398,086 SH   SOLE   0 0 398,086
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 3,057,559 120,709 SH   SOLE   0 0 120,709
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 784,508 13,519 SH   SOLE   0 0 13,519
PEPSICO INC COM 713448108 BBG001S695T1 347,837 2,109 SH   SOLE   0 0 2,109
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 420,546 2,550 SH   SOLE   0 0 2,550
PROSHARES TR PSHS ULTRA TECH 74347R693 BBG001SSTD78 349,150 5,000 SH   SOLE   0 0 5,000
QUALCOMM INC COM 747525103 BBG001S6VS70 30,024,368 150,740 SH   SOLE   0 0 150,740
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 4,468,345 16,232 SH   SOLE   0 0 16,232
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 3,233,562 32,210 SH   SOLE   0 0 32,210
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 9,898,265 134,323 SH   SOLE   0 0 134,323
SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 3,393,332 37,228 SH   SOLE   0 0 37,228
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 1,379,762 33,563 SH   SOLE   0 0 33,563
SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 1,337,877 10,978 SH   SOLE   0 0 10,978
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 546,934 7,142 SH   SOLE   0 0 7,142
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 2,288,741 15,703 SH   SOLE   0 0 15,703
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 313,765 3,553 SH   SOLE   0 0 3,553
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 1,696,867 7,501 SH   SOLE   0 0 7,501
SOFI TECHNOLOGIES INC COM 83406F102 BBG00YB1ZF08 264,070 39,950 SH   SOLE   0 0 39,950
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 794,462 3,695 SH   SOLE   0 0 3,695
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1,154,291 2,121 SH   SOLE   0 0 2,121
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 743,226 1,389 SH   SOLE   0 0 1,389
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 18,115,628 197,381 SH   SOLE   0 0 197,381
SPDR SER TR COMP SOFTWARE 78464A599 BBG0024LG5C2 10,319,071 68,287 SH   SOLE   0 0 68,287
SPDR SER TR PORTFOLIO S&P600 78468R853 BBG004T58LZ5 471,656 11,357 SH   SOLE   0 0 11,357
SPDR SER TR S&P BIOTECH 78464A870 BBG001SQDKG3 17,920,324 193,294 SH   SOLE   0 0 193,294
SPDR SER TR S&P SEMICNDCTR 78464A862 BBG001SQDKJ0 10,455,535 42,248 SH   SOLE   0 0 42,248
STRYKER CORPORATION COM 863667101 BBG001S8FR03 19,308,967 56,749 SH   SOLE   0 0 56,749
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 17,583,841 31,797 SH   SOLE   0 0 31,797
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 349,515 2,554 SH   SOLE   0 0 2,554
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 3,373,735 12,941 SH   SOLE   0 0 12,941
VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 430,696 1,779 SH   SOLE   0 0 1,779
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 1,171,805 2,343 SH   SOLE   0 0 2,343
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 924,272 4,239 SH   SOLE   0 0 4,239
VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 374,194 1,496 SH   SOLE   0 0 1,496
VANGUARD WORLD FD FINANCIALS ETF 92204A405 BBG001SHTTM0 502,696 5,033 SH   SOLE   0 0 5,033
VANGUARD WORLD FD HEALTH CAR ETF 92204A504 BBG001SHVR32 592,914 2,229 SH   SOLE   0 0 2,229
VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 1,329,040 2,305 SH   SOLE   0 0 2,305
VANGUARD WORLD FD MATERIALS ETF 92204A801 BBG001SHTTP7 202,069 1,049 SH   SOLE   0 0 1,049
VERALTO CORP COM SHS 92338C103 BBG019Q32XK7 438,589 4,594 SH   SOLE   0 0 4,594
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 2,821,226 6,019 SH   SOLE   0 0 6,019
VISA INC COM CL A 92826C839 BBG001SRCFY3 485,570 1,850 SH   SOLE   0 0 1,850
WALMART INC COM 931142103 BBG001S5XH92 10,270,253 151,680 SH   SOLE   0 0 151,680
WISDOMTREE TR FLOATNG RAT TREA 97717Y527 BBG005YHYNG8 26,363,371 524,019 SH   SOLE   0 0 524,019