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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   1,400,915 4,617 SH   SOLE   1,414 0 3,203
AFLAC INC COM 001055102   200,769 2,248 SH   SOLE   391 0 1,857
ALAMOS GOLD INC NEW COM CL A 011532108   404,845 25,819 SH   SOLE   4,486 0 21,333
ALPHABET INC CAP STK CL A 02079K305   2,786,010 15,295 SH   SOLE   4,572 0 10,723
AMAZON COM INC COM 023135106   3,045,040 15,757 SH   SOLE   3,645 0 12,112
APPFOLIO INC COM CL A 03783C100   388,866 1,590 SH   SOLE   280 0 1,310
APPLE INC COM 037833100   3,598,518 17,085 SH   SOLE   8,687 0 8,398
ARISTA NETWORKS INC COM 040413106   385,878 1,101 SH   SOLE   381 0 720
ASML HOLDING N V N Y REGISTRY SHS N07059210   553,074 541 SH   SOLE   97 0 444
AXCELIS TECHNOLOGIES INC COM NEW 054540208   408,227 2,871 SH   SOLE   474 0 2,397
BANK AMERICA CORP COM 060505104   249,557 6,275 SH   SOLE   4,540 0 1,735
BOOKING HOLDINGS INC COM 09857L108   2,124,034 536 SH   SOLE   151 0 385
BROADCOM INC COM 11135F101   5,035,698 3,136 SH   SOLE   897 0 2,239
CADENCE DESIGN SYSTEM INC COM 127387108   1,280,856 4,162 SH   SOLE   1,323 0 2,839
CBIZ INC COM 124805102   525,147 7,087 SH   SOLE   1,219 0 5,868
CELSIUS HLDGS INC COM NEW 15118V207   413,617 7,245 SH   SOLE   1,141 0 6,104
CHIPOTLE MEXICAN GRILL INC COM 169656105   3,302,845 52,719 SH   SOLE   15,800 0 36,919
CHUBB LIMITED COM H1467J104   2,694,473 10,563 SH   SOLE   3,219 0 7,344
CLEAN HARBORS INC COM 184496107   468,583 2,072 SH   SOLE   334 0 1,738
COCA COLA CO COM 191216100   1,222,081 19,200 SH   SOLE   4,667 0 14,533
COMFORT SYS USA INC COM 199908104   580,029 1,907 SH   SOLE   313 0 1,594
CONSTELLATION BRANDS INC CL A 21036P108   727,472 2,828 SH   SOLE   1,002 0 1,826
COPART INC COM 217204106   1,567,445 28,941 SH   SOLE   8,996 0 19,945
COSTCO WHSL CORP NEW COM 22160K105   340,846 401 SH   SOLE   0 0 401
CSW INDUSTRIALS INC COM 126402106   641,259 2,417 SH   SOLE   0 0 2,417
CURTISS WRIGHT CORP COM 231561101   440,624 1,626 SH   SOLE   287 0 1,339
E L F BEAUTY INC COM 26856L103   677,043 3,213 SH   SOLE   480 0 2,733
EAGLE MATLS INC COM 26969P108   498,868 2,294 SH   SOLE   394 0 1,900
EVOLENT HEALTH INC CL A 30050B101   202,079 10,569 SH   SOLE   1,085 0 9,484
EXXON MOBIL CORP COM 30231G102   466,812 4,055 SH   SOLE   0 0 4,055
FORTINET INC COM 34959E109   1,660,378 27,549 SH   SOLE   8,086 0 19,463
GALLAGHER ARTHUR J & CO COM 363576109   1,173,986 4,527 SH   SOLE   1,279 0 3,248
GENTEX CORP COM 371901109   363,195 10,774 SH   SOLE   1,909 0 8,865
GENUINE PARTS CO COM 372460105   207,480 1,500 SH   SOLE   0 0 1,500
GOLDMAN SACHS GROUP INC COM 38141G104   3,071,219 6,790 SH   SOLE   1,840 0 4,950
HCA HEALTHCARE INC COM 40412C101   2,030,904 6,321 SH   SOLE   1,828 0 4,494
HYATT HOTELS CORP COM CL A 448579102   241,478 1,590 SH   SOLE   539 0 1,051
INVESCO QQQ TR UNIT SER 1 46090E103   10,749,939 22,437 SH   SOLE   7,640 0 14,798
ISHARES TR RUS MID CAP ETF 464287499   356,184 4,393 SH   SOLE   0 0 4,393
ISHARES TR RUS MD CP GR ETF 464287481   1,992,264 18,054 SH   SOLE   6,751 0 11,303
ISHARES TR S&P MC 400GR ETF 464287606   767,879 8,715 SH   SOLE   1,099 0 7,616
ISHARES TR S&P 500 VAL ETF 464287408   309,417 1,700 SH   SOLE   208 0 1,492
ISHARES TR CORE S&P500 ETF 464287200   588,819 1,076 SH   SOLE   174 0 902
ISHARES TR S&P 500 GRWT ETF 464287309   704,229 7,610 SH   SOLE   0 0 7,610
ISHARES TR RUS 1000 VAL ETF 464287598   6,686,116 38,322 SH   SOLE   14,873 0 23,449
ISHARES TR RUS 1000 GRW ETF 464287614   1,593,273 4,371 SH   SOLE   4,371 0 0
ISHARES TR IBOXX INV CP ETF 464287242   10,105,681 94,340 SH   SOLE   19,020 0 75,320
ISHARES TR IBOXX HI YD ETF 464288513   4,192,717 54,352 SH   SOLE   8,959 0 45,393
ISHARES TR NATIONAL MUN ETF 464288414   481,345 4,518 SH   SOLE   0 0 4,518
JACOBS SOLUTIONS INC COM 46982L108   717,551 5,136 SH   SOLE   1,396 0 3,740
JEFFERIES FINL GROUP INC COM 47233W109   499,582 10,040 SH   SOLE   1,625 0 8,415
JPMORGAN CHASE & CO. COM 46625H100   2,345,542 11,597 SH   SOLE   3,308 0 8,289
L3HARRIS TECHNOLOGIES INC COM 502431109   1,078,723 4,803 SH   SOLE   1,707 0 3,096
LATTICE SEMICONDUCTOR CORP COM 518415104   207,720 3,582 SH   SOLE   811 0 2,771
LINCOLN ELEC HLDGS INC COM 533900106   377,438 2,001 SH   SOLE   355 0 1,646
LINDE PLC SHS G54950103   247,050 563 SH   SOLE   0 0 563
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   273,073 3,247 SH   SOLE   569 0 2,678
MARSH & MCLENNAN COS INC COM 571748102   219,781 1,043 SH   SOLE   0 0 1,043
MARTIN MARIETTA MATLS INC COM 573284106   1,136,474 2,098 SH   SOLE   639 0 1,459
MASTERCARD INCORPORATED CL A 57636Q104   1,610,332 3,650 SH   SOLE   1,024 0 2,626
MCDONALDS CORP COM 580135101   1,051,021 4,124 SH   SOLE   1,175 0 2,949
MCKESSON CORP COM 58155Q103   2,836,740 4,857 SH   SOLE   1,377 0 3,480
MEDPACE HLDGS INC COM 58506Q109   305,181 741 SH   SOLE   114 0 627
MEDTRONIC PLC SHS G5960L103   846,951 10,760 SH   SOLE   3,753 0 7,007
META PLATFORMS INC CL A 30303M102   2,415,218 4,790 SH   SOLE   1,304 0 3,486
MICRON TECHNOLOGY INC COM 595112103   2,907,795 22,107 SH   SOLE   5,967 0 16,140
MICROSOFT CORP COM 594918104   6,211,600 13,898 SH   SOLE   2,307 0 11,591
MONOLITHIC PWR SYS INC COM 609839105   2,598,782 3,163 SH   SOLE   764 0 2,399
MOTOROLA SOLUTIONS INC COM NEW 620076307   1,742,107 4,513 SH   SOLE   1,333 0 3,180
MR COOPER GROUP INC COM 62482R107   398,352 4,904 SH   SOLE   852 0 4,052
MYR GROUP INC DEL COM 55405W104   330,997 2,439 SH   SOLE   431 0 2,008
NETFLIX INC COM 64110L106   2,089,428 3,096 SH   SOLE   795 0 2,301
NOVA LTD COM M7516K103   740,646 3,158 SH   SOLE   549 0 2,609
NOVO-NORDISK A S ADR 670100205   371,486 2,603 SH   SOLE   748 0 1,855
NVENT ELECTRIC PLC SHS G6700G107   447,206 5,837 SH   SOLE   964 0 4,873
NVIDIA CORPORATION COM 67066G104   7,218,406 58,430 SH   SOLE   17,234 0 41,196
PARKER-HANNIFIN CORP COM 701094104   1,578,246 3,120 SH   SOLE   847 0 2,273
PARSONS CORP DEL COM 70202L102   457,563 5,593 SH   SOLE   935 0 4,658
PINNACLE FINL PARTNERS INC COM 72346Q104   421,010 5,260 SH   SOLE   260 0 5,000
PROCTER AND GAMBLE CO COM 742718109   1,687,060 10,230 SH   SOLE   2,526 0 7,704
QUALCOMM INC COM 747525103   1,992,905 10,006 SH   SOLE   2,773 0 7,233
SAIA INC COM 78709Y105   451,524 952 SH   SOLE   162 0 790
SALESFORCE INC COM 79466L302   204,137 794 SH   SOLE   0 0 794
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   396,884 1,754 SH   SOLE   0 0 1,754
SELECT SECTOR SPDR TR ENERGY 81369Y506   5,127,288 56,251 SH   SOLE   16,424 0 39,827
SERVICENOW INC COM 81762P102   745,763 948 SH   SOLE   203 0 745
SHARKNINJA INC COM SHS G8068L108   462,774 6,158 SH   SOLE   1,058 0 5,100
SHIFT4 PMTS INC CL A 82452J109   250,124 3,410 SH   SOLE   560 0 2,850
SKYWARD SPECIALTY INS GROUP COM 830940102   379,166 10,480 SH   SOLE   1,828 0 8,652
SOUTHERN COPPER CORP COM 84265V105   243,169 2,257 SH   SOLE   472 0 1,785
SPDR S&P 500 ETF TR TR UNIT 78462F103   30,695,753 56,403 SH   SOLE   15,655 0 40,748
SPDR SER TR S&P HOMEBUILD 78464A888   6,571,650 65,014 SH   SOLE   19,217 0 45,797
STERLING INFRASTRUCTURE INC COM 859241101   576,434 4,871 SH   SOLE   879 0 3,992
STRYKER CORPORATION COM 863667101   1,644,032 4,832 SH   SOLE   1,253 0 3,579
SUPER MICRO COMPUTER INC COM 86800U104   564,532 689 SH   SOLE   96 0 593
SYNOPSYS INC COM 871607107   1,885,150 3,168 SH   SOLE   892 0 2,276
TEXAS ROADHOUSE INC COM 882681109   508,560 2,962 SH   SOLE   426 0 2,536
UNITEDHEALTH GROUP INC COM 91324P102   1,765,446 3,467 SH   SOLE   979 0 2,488
US FOODS HLDG CORP COM 912008109   427,072 8,061 SH   SOLE   1,164 0 6,897
VANGUARD INDEX FDS VALUE ETF 922908744   269,489 1,680 SH   SOLE   0 0 1,680
VANGUARD INDEX FDS TOTAL STK MKT 922908769   489,276 1,829 SH   SOLE   0 0 1,829
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   1,577,410 3,154 SH   SOLE   1,945 0 1,209
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   823,848 4,513 SH   SOLE   1,011 0 3,502
VERTEX PHARMACEUTICALS INC COM 92532F100   279,826 597 SH   SOLE   0 0 597
VISA INC COM CL A 92826C839   206,826 788 SH   SOLE   0 0 788
WALMART INC COM 931142103   1,534,789 22,667 SH   SOLE   5,619 0 17,048
WASTE MGMT INC DEL COM 94106L109   1,959,026 9,183 SH   SOLE   2,719 0 6,464
ZIMMER BIOMET HOLDINGS INC COM 98956P102   634,604 5,847 SH   SOLE   2,035 0 3,812