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
ABBOTT LABS COM Stock 002824100   6,579,471 57,710 SH   SOLE   57,710 0 0
ABBVIE INC COM Stock 00287Y109   329,989 1,671 SH   SOLE   1,671 0 0
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101   208,553 590 SH   SOLE   590 0 0
ADOBE INC COM Stock 00724F101   10,000,921 19,315 SH   SOLE   19,315 0 0
ADVANCED MICRO DEVICES INC COM Stock 007903107   14,314,339 87,240 SH   SOLE   87,240 0 0
AGILENT TECHNOLOGIES INC COM Stock 00846U101   1,164,826 7,845 SH   SOLE   7,845 0 0
ALERIAN MLP ETF ETF 00162Q452   212,085 4,500 SH   SOLE   4,500 0 0
ALPHABET INC CAP STK CL A Stock 02079K305   23,266,325 140,285 SH   SOLE   140,285 0 0
ALPHABET INC CAP STK CL C Stock 02079K107   17,176,076 102,734 SH   SOLE   102,734 0 0
AMAZON COM INC COM Stock 023135106   29,854,911 160,226 SH   SOLE   160,226 0 0
AMERICAN EXPRESS CO COM Stock 025816109   1,140,396 4,205 SH   SOLE   4,205 0 0
AMERIPRISE FINL INC COM Stock 03076C106   659,613 1,404 SH   SOLE   1,404 0 0
AMETEK INC COM Stock 031100100   352,692 2,054 SH   SOLE   2,054 0 0
AMGEN INC COM Stock 031162100   485,893 1,508 SH   SOLE   1,508 0 0
AMPHENOL CORP NEW CL A Stock 032095101   10,757,395 165,092 SH   SOLE   165,092 0 0
ANSYS INC COM Stock 03662Q105   200,418 629 SH   SOLE   629 0 0
APPLE INC COM Stock 037833100   43,099,573 184,977 SH   SOLE   184,977 0 0
APPLIED MATLS INC COM Stock 038222105   260,240 1,288 SH   SOLE   1,288 0 0
ASML HOLDING N V N Y REGISTRY SHS ADR N07059210   15,033,497 18,042 SH   SOLE   18,042 0 0
ATLAS ENERGY SOLUTIONS INC COM NEW Stock 642045108   321,899 14,766 SH   SOLE   14,766 0 0
ATLASSIAN CORPORATION CL A Stock 049468101   2,009,105 12,651 SH   SOLE   12,651 0 0
AXON ENTERPRISE INC COM Stock 05464C101   401,598 1,005 SH   SOLE   1,005 0 0
BALL CORP COM Stock 058498106   3,712,300 54,665 SH   SOLE   54,665 0 0
BANK AMERICA CORP COM Stock 060505104   3,595,722 90,618 SH   SOLE   90,618 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   2,988,928 6,494 SH   SOLE   6,494 0 0
BHP GROUP LTD SPONSORED ADS ADR 088606108   1,333,019 21,462 SH   SOLE   21,462 0 0
BLACKROCK INC COM Stock 09290D101   5,313,102 5,596 SH   SOLE   5,596 0 0
BRISTOL-MYERS SQUIBB CO COM Stock 110122108   292,072 5,645 SH   SOLE   5,645 0 0
BROADCOM INC COM Stock 11135F101   2,865,241 16,610 SH   SOLE   16,610 0 0
BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103   4,223,834 19,643 SH   SOLE   19,643 0 0
CADENCE DESIGN SYSTEM INC COM Stock 127387108   12,061,377 44,502 SH   SOLE   44,502 0 0
CATERPILLAR INC COM Stock 149123101   13,826,092 35,350 SH   SOLE   35,350 0 0
CHEVRON CORP NEW COM Stock 166764100   7,674,092 52,109 SH   SOLE   52,109 0 0
CHIPOTLE MEXICAN GRILL INC COM Stock 169656105   280,148 4,862 SH   SOLE   4,862 0 0
CISCO SYS INC COM Stock 17275R102   866,262 16,277 SH   SOLE   16,277 0 0
CLOUDFLARE INC CL A COM Stock 18915M107   3,257,198 40,267 SH   SOLE   40,267 0 0
COCA COLA CO COM Stock 191216100   379,062 5,275 SH   SOLE   5,275 0 0
COHERENT CORP COM Stock 19247G107   266,730 3,000 SH   SOLE   3,000 0 0
CONOCOPHILLIPS COM Stock 20825C104   4,923,419 46,765 SH   SOLE   46,765 0 0
CONSUMER STAPLES SELECT SECTOR SPDR FUND ETF 81369Y308   410,601 4,947 SH   SOLE   4,947 0 0
CORVEL CORP COM Stock 221006109   2,928,934 8,960 SH   SOLE   8,960 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105   23,964,574 27,032 SH   SOLE   27,032 0 0
CROWN CASTLE INC COM REIT 22822V101   4,785,685 40,341 SH   SOLE   40,341 0 0
CSX CORP COM Stock 126408103   949,851 27,508 SH   SOLE   27,508 0 0
D R HORTON INC COM Stock 23331A109   20,368,322 106,769 SH   SOLE   106,769 0 0
DEERE & CO COM Stock 244199105   6,012,891 14,408 SH   SOLE   14,408 0 0
DEXCOM INC COM Stock 252131107   4,360,282 65,040 SH   SOLE   65,040 0 0
DIGITAL RLTY TR INC COM REIT 253868103   8,899,841 54,995 SH   SOLE   54,995 0 0
DISNEY WALT CO COM Stock 254687106   4,051,042 42,115 SH   SOLE   42,115 0 0
DOCUSIGN INC COM Stock 256163106   1,198,834 19,308 SH   SOLE   19,308 0 0
DOORDASH INC CL A Stock 25809K105   1,608,139 11,267 SH   SOLE   11,267 0 0
DRAFTKINGS INC NEW COM CL A Stock 26142V105   358,641 9,149 SH   SOLE   9,149 0 0
EATON CORP PLC SHS Stock G29183103   366,904 1,107 SH   SOLE   1,107 0 0
ELI LILLY & CO COM Stock 532457108   2,198,017 2,481 SH   SOLE   2,481 0 0
ENBRIDGE INC COM Stock 29250N105   226,604 5,580 SH   SOLE   5,580 0 0
ENERGY SELECT SECTOR SPDR FUND ETF 81369Y506   9,037,605 102,934 SH   SOLE   102,934 0 0
ENERGY TRANSFER L P COM UT LTD PTN Stock 29273V100   166,118 10,350 SH   SOLE   10,350 0 0
ENTERPRISE PRODS PARTNERS L P COM Stock 293792107   220,916 7,589 SH   SOLE   7,589 0 0
EQUINIX INC COM REIT 29444U700   1,170,784 1,319 SH   SOLE   1,319 0 0
EXTREME NETWORKS COM Stock 30226D106   8,356,920 556,016 SH   SOLE   556,016 0 0
EXXON MOBIL CORP COM Stock 30231G102   1,953,471 16,665 SH   SOLE   16,665 0 0
FEDEX CORP COM Stock 31428X106   230,439 842 SH   SOLE   842 0 0
FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605   970,202 21,408 SH   SOLE   21,408 0 0
FIRST TRUST DOW JONES INTERNET INDEX FUND ETF 33733E302   1,193,874 5,636 SH   SOLE   5,636 0 0
FORD MTR CO COM Stock 345370860   157,083 14,875 SH   SOLE   14,875 0 0
FREEPORT-MCMORAN INC CL B Stock 35671D857   7,489,997 150,040 SH   SOLE   150,040 0 0
GE AEROSPACE COM NEW Stock 369604301   280,041 1,485 SH   SOLE   1,485 0 0
GENERAC HLDGS INC COM Stock 368736104   382,901 2,410 SH   SOLE   2,410 0 0
GILEAD SCIENCES INC COM Stock 375558103   606,163 7,230 SH   SOLE   7,230 0 0
GOLDMAN SACHS GROUP INC COM Stock 38141G104   267,855 541 SH   SOLE   541 0 0
GRAB HOLDINGS LIMITED CLASS A ORD Stock G4124C109   152,000 40,000 SH   SOLE   40,000 0 0
GUIDEWIRE SOFTWARE INC COM Stock 40171V100   8,267,059 45,190 SH   SOLE   45,190 0 0
HEALTH CARE SELECT SECTOR SPDR FUND ETF 81369Y209   4,923,958 31,970 SH   SOLE   31,970 0 0
HEWLETT PACKARD ENTERPRISE CO COM Stock 42824C109   284,374 13,899 SH   SOLE   13,899 0 0
HOME DEPOT INC COM Stock 437076102   17,576,766 43,378 SH   SOLE   43,378 0 0
HONEYWELL INTL INC COM Stock 438516106   10,322,891 49,939 SH   SOLE   49,939 0 0
HP INC COM Stock 40434L105   481,626 13,427 SH   SOLE   13,427 0 0
IDEXX LABS INC COM Stock 45168D104   10,635,386 21,051 SH   SOLE   21,051 0 0
ILLINOIS TOOL WKS INC COM Stock 452308109   250,351 955 SH   SOLE   955 0 0
ILLUMINA INC COM Stock 452327109   210,221 1,612 SH   SOLE   1,612 0 0
INDUSTRIAL SELECT SECTOR SPDR FUND ETF 81369Y704   7,285,995 53,795 SH   SOLE   53,795 0 0
INTERCONTINENTAL EXCHANGE INC COM Stock 45866F104   412,042 2,565 SH   SOLE   2,565 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101   421,378 1,906 SH   SOLE   1,906 0 0
INTUIT COM Stock 461202103   19,085,193 30,733 SH   SOLE   30,733 0 0
INTUITIVE SURGICAL INC COM NEW Stock 46120E602   16,676,160 33,945 SH   SOLE   33,945 0 0
INVESCO FTSE RAFI US 1500 SMALL-MID ETF ETF 46137V597   281,452 6,774 SH   SOLE   6,774 0 0
INVESCO QQQ TRUST SERIES I ETF 46090E103   2,155,609 4,417 SH   SOLE   4,417 0 0
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357   3,489,272 19,476 SH   SOLE   19,476 0 0
IQVIA HLDGS INC COM Stock 46266C105   386,498 1,631 SH   SOLE   1,631 0 0
ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457   386,564 4,649 SH   SOLE   4,649 0 0
ISHARES 20 YEAR TREASURY BOND ETF ETF 464287432   995,421 10,147 SH   SOLE   10,147 0 0
ISHARES 7-10 YEAR TREASURY BOND ETF ETF 464287440   250,500 2,553 SH   SOLE   2,553 0 0
ISHARES BIOTECHNOLOGY ETF ETF 464287556   3,243,094 22,274 SH   SOLE   22,274 0 0
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF ETF 464288620   516,073 9,815 SH   SOLE   9,815 0 0
ISHARES CORE MSCI EAFE ETF ETF 46432F842   666,157 8,535 SH   SOLE   8,535 0 0
ISHARES CORE S&P 500 ETF ETF 464287200   3,663,961 6,352 SH   SOLE   6,352 0 0
ISHARES CORE S&P MID-CAP ETF ETF 464287507   3,039,658 48,775 SH   SOLE   48,775 0 0
ISHARES CORE S&P SMALL CAP ETF ETF 464287804   843,282 7,210 SH   SOLE   7,210 0 0
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226   305,329 3,015 SH   SOLE   3,015 0 0
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF ETF 464287515   342,376 3,831 SH   SOLE   3,831 0 0
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF ETF 46434VBG4   3,075,796 122,007 SH   SOLE   122,007 0 0
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF ETF 46434VBD1   8,330,464 331,891 SH   SOLE   331,891 0 0
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF ETF 46435GAA0   7,917,548 325,825 SH   SOLE   325,825 0 0
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF ETF 46435UAA9   8,442,523 346,431 SH   SOLE   346,431 0 0
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF ETF 46435U515   7,865,895 308,104 SH   SOLE   308,104 0 0
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF ETF 46436E205   7,192,273 305,924 SH   SOLE   305,924 0 0
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF ETF 46436E726   5,954,197 268,570 SH   SOLE   268,570 0 0
ISHARES IBONDS DEC 2031 TERM CORPORATE ETF ETF 46436E486   3,518,276 165,800 SH   SOLE   165,800 0 0
ISHARES IBONDS DEC 2032 TERM CORPORATE ETF ETF 46436E312   5,077,082 197,475 SH   SOLE   197,475 0 0
ISHARES MSCI EAFE ETF ETF 464287465   2,421,172 28,951 SH   SOLE   28,951 0 0
ISHARES MSCI EMERGING MARKETS ETF ETF 464287234   1,551,490 33,831 SH   SOLE   33,831 0 0
ISHARES MSCI TAIWAN ETF ETF 46434G772   276,084 5,125 SH   SOLE   5,125 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614   1,113,002 2,965 SH   SOLE   2,965 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655   3,999,131 18,105 SH   SOLE   18,105 0 0
ISHARES RUSSELL 3000 ETF ETF 464287689   375,740 1,150 SH   SOLE   1,150 0 0
ISHARES RUSSELL MIDCAP ETF ETF 464287499   1,266,307 14,367 SH   SOLE   14,367 0 0
ISHARES S&P 100 ETF ETF 464287101   260,102 940 SH   SOLE   940 0 0
ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606   264,299 2,875 SH   SOLE   2,875 0 0
ISHARES TIPS BOND ETF ETF 464287176   2,912,873 26,368 SH   SOLE   26,368 0 0
ISHARES U.S. HOME CONSTRUCTION ETF ETF 464288752   393,756 3,098 SH   SOLE   3,098 0 0
JOHNSON & JOHNSON COM Stock 478160104   1,188,714 7,335 SH   SOLE   7,335 0 0
JPMORGAN CHASE & CO. COM Stock 46625H100   18,951,053 89,875 SH   SOLE   89,875 0 0
KEYSIGHT TECHNOLOGIES INC COM Stock 49338L103   640,329 4,029 SH   SOLE   4,029 0 0
KINDER MORGAN INC DEL COM Stock 49456B101   203,228 9,200 SH   SOLE   9,200 0 0
LAM RESEARCH CORP COM NEW Stock 512807306   457,005 560 SH   SOLE   560 0 0
LENNAR CORP CL A Stock 526057104   14,740,240 78,623 SH   SOLE   78,623 0 0
LOCKHEED MARTIN CORP COM Stock 539830109   5,599,500 9,579 SH   SOLE   9,579 0 0
LOWES COS INC COM Stock 548661107   1,170,072 4,320 SH   SOLE   4,320 0 0
MASTERCARD INCORPORATED CL A Stock 57636Q104   7,438,086 15,063 SH   SOLE   15,063 0 0
MERCADOLIBRE INC COM Stock 58733R102   410,392 200 SH   SOLE   200 0 0
MERCK & CO INC COM Stock 58933Y105   745,181 6,562 SH   SOLE   6,562 0 0
META PLATFORMS INC CL A Stock 30303M102   28,124,033 49,130 SH   SOLE   49,130 0 0
MICRON TECHNOLOGY INC COM Stock 595112103   1,342,733 12,947 SH   SOLE   12,947 0 0
MICROSOFT CORP COM Stock 594918104   33,873,155 78,720 SH   SOLE   78,720 0 0
MORGAN STANLEY COM NEW Stock 617446448   9,917,447 95,141 SH   SOLE   95,141 0 0
NETFLIX INC COM Stock 64110L106   10,333,355 14,569 SH   SOLE   14,569 0 0
NIKE INC CL B Stock 654106103   5,038,270 56,994 SH   SOLE   56,994 0 0
NORFOLK SOUTHN CORP COM Stock 655844108   328,269 1,321 SH   SOLE   1,321 0 0
NORTHROP GRUMMAN CORP COM Stock 666807102   5,054,158 9,571 SH   SOLE   9,571 0 0
NOVO-NORDISK A S ADR ADR 670100205   327,919 2,754 SH   SOLE   2,754 0 0
NVIDIA CORPORATION COM Stock 67066G104   76,244,420 627,836 SH   SOLE   627,836 0 0
ORACLE CORP COM Stock 68389X105   669,129 3,927 SH   SOLE   3,927 0 0
PALO ALTO NETWORKS INC COM Stock 697435105   26,961,526 78,881 SH   SOLE   78,881 0 0
PEPSICO INC COM Stock 713448108   5,212,732 30,654 SH   SOLE   30,654 0 0
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN Stock 726503105   241,443 13,900 SH   SOLE   13,900 0 0
PROCEPT BIOROBOTICS CORP COM Stock 74276L105   3,980,362 49,680 SH   SOLE   49,680 0 0
PROCTER AND GAMBLE CO COM Stock 742718109   759,655 4,386 SH   SOLE   4,386 0 0
QUALCOMM INC COM Stock 747525103   253,034 1,488 SH   SOLE   1,488 0 0
REDDIT INC CL A Stock 75734B100   516,483 7,835 SH   SOLE   7,835 0 0
ROBERT HALF INC. COM Stock 770323103   468,500 6,950 SH   SOLE   6,950 0 0
ROYAL CARIBBEAN GROUP COM Stock V7780T103   366,603 2,067 SH   SOLE   2,067 0 0
RTX CORPORATION COM Stock 75513E101   804,866 6,643 SH   SOLE   6,643 0 0
SALESFORCE INC COM Stock 79466L302   17,565,990 64,177 SH   SOLE   64,177 0 0
SCHLUMBERGER LTD COM STK Stock 806857108   8,945,502 213,242 SH   SOLE   213,242 0 0
SCHWAB CHARLES CORP COM Stock 808513105   499,880 7,713 SH   SOLE   7,713 0 0
SCHWAB EMERGING MARKETS EQUITY ETF ETF 808524706   770,759 26,414 SH   SOLE   26,414 0 0
SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805   501,870 12,205 SH   SOLE   12,205 0 0
SCHWAB U.S. BROAD MARKET ETF ETF 808524102   230,079 3,459 SH   SOLE   3,459 0 0
SCHWAB US DIVIDEND EQUITY ETF ETF 808524797   803,883 9,510 SH   SOLE   9,510 0 0
SERVICENOW INC COM Stock 81762P102   23,404,398 26,168 SH   SOLE   26,168 0 0
SHOPIFY INC CL A Stock 82509L107   12,596,726 157,184 SH   SOLE   157,184 0 0
SNOWFLAKE INC CL A Stock 833445109   6,591,011 57,383 SH   SOLE   57,383 0 0
SPDR GOLD SHARES ETF 78463V107   8,773,980 36,098 SH   SOLE   36,098 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103   11,797,239 20,561 SH   SOLE   20,561 0 0
SPDR S&P BIOTECH ETF ETF 78464A870   2,081,426 21,067 SH   SOLE   21,067 0 0
SPDR S&P HOMEBUILDERS ETF ETF 78464A888   871,920 7,000 SH   SOLE   7,000 0 0
SPDR S&P MIDCAP 400 ETF TRUST ETF 78467Y107   1,212,236 2,128 SH   SOLE   2,128 0 0
STANLEY BLACK & DECKER INC COM Stock 854502101   458,471 4,163 SH   SOLE   4,163 0 0
STARBUCKS CORP COM Stock 855244109   1,841,099 18,885 SH   SOLE   18,885 0 0
STRYKER CORPORATION COM Stock 863667101   12,228,378 33,849 SH   SOLE   33,849 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS ADR 874039100   10,515,197 60,547 SH   SOLE   60,547 0 0
TARGA RES CORP COM Stock 87612G101   581,087 3,926 SH   SOLE   3,926 0 0
TARGET CORP COM Stock 87612E106   5,442,319 34,918 SH   SOLE   34,918 0 0
TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803   3,124,055 13,838 SH   SOLE   13,838 0 0
TEREX CORP NEW COM Stock 880779103   211,640 4,000 SH   SOLE   4,000 0 0
TESLA INC COM Stock 88160R101   1,494,431 5,712 SH   SOLE   5,712 0 0
TEXAS INSTRS INC COM Stock 882508104   587,898 2,846 SH   SOLE   2,846 0 0
THE CIGNA GROUP COM Stock 125523100   3,928,630 11,340 SH   SOLE   11,340 0 0
THE TRADE DESK INC COM CL A Stock 88339J105   8,677,153 79,135 SH   SOLE   79,135 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102   18,161,240 29,360 SH   SOLE   29,360 0 0
T-MOBILE US INC COM Stock 872590104   5,557,688 26,932 SH   SOLE   26,932 0 0
TOLL BROTHERS INC COM Stock 889478103   934,665 6,050 SH   SOLE   6,050 0 0
TRANE TECHNOLOGIES PLC SHS Stock G8994E103   333,530 858 SH   SOLE   858 0 0
TRIMBLE INC COM Stock 896239100   447,048 7,200 SH   SOLE   7,200 0 0
TRIP COM GROUP LTD ADS ADR 89677Q107   237,720 4,000 SH   SOLE   4,000 0 0
TWILIO INC CL A Stock 90138F102   381,341 5,847 SH   SOLE   5,847 0 0
UBER TECHNOLOGIES INC COM Stock 90353T100   10,230,479 136,116 SH   SOLE   136,116 0 0
UNION PAC CORP COM Stock 907818108   8,497,795 34,477 SH   SOLE   34,477 0 0
UNITED PARCEL SERVICE INC CL B Stock 911312106   308,537 2,263 SH   SOLE   2,263 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102   4,841,735 8,281 SH   SOLE   8,281 0 0
VANECK MERK GOLD ETF ETF 921078101   1,260,994 49,665 SH   SOLE   49,665 0 0
VANECK OIL SERVICES ETF ETF 92189H607   2,014,625 7,101 SH   SOLE   7,101 0 0
VANECK SEMICONDUCTOR ETF ETF 92189F676   14,781,244 60,221 SH   SOLE   60,221 0 0
VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844   345,219 1,743 SH   SOLE   1,743 0 0
VANGUARD GROWTH ETF ETF 922908736   448,889 1,169 SH   SOLE   1,169 0 0
VANGUARD MID-CAP ETF ETF 922908629   542,698 2,057 SH   SOLE   2,057 0 0
VANGUARD S&P 500 ETF ETF 922908363   1,626,205 3,082 SH   SOLE   3,082 0 0
VANGUARD SMALL-CAP ETF ETF 922908751   863,919 3,642 SH   SOLE   3,642 0 0
VANGUARD TOTAL STOCK MARKET ETF ETF 922908769   557,542 1,969 SH   SOLE   1,969 0 0
VEEVA SYS INC CL A COM Stock 922475108   11,261,414 53,659 SH   SOLE   53,659 0 0
VERTIV HOLDINGS CO COM CL A Stock 92537N108   1,519,212 15,270 SH   SOLE   15,270 0 0
VISA INC COM CL A Stock 92826C839   13,218,022 48,074 SH   SOLE   48,074 0 0
WALMART INC COM Stock 931142103   6,680,448 82,730 SH   SOLE   82,730 0 0
WEYERHAEUSER CO MTN BE COM NEW REIT 962166104   230,654 6,812 SH   SOLE   6,812 0 0
WORKDAY INC CL A Stock 98138H101   22,223,712 90,928 SH   SOLE   90,928 0 0
ZOETIS INC CL A Stock 98978V103   13,100,620 67,052 SH   SOLE   67,052 0 0
ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101   461,818 6,622 SH   SOLE   6,622 0 0