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
ADOBE SYSTEMS INCORPORATED COM COM 00724F101 16,650 28,920 SH   SOLE   0 0 28,920
AIRBNB INC COM CL A COM 009066101 14,121 84,180 SH   SOLE   0 0 84,180
ALPHABET INC CAP STK CL A COM 02079K305 64 24 SH   SOLE   0 0 24
ALPHABET INC CAP STK CL C COM 02079K107 29,492 11,065 SH   SOLE   0 0 11,065
AMAZON COM INC COM COM 023135106 72 22 SH   SOLE   0 0 22
COSTAR GROUP INC COM COM 22160N109 14,529 168,825 SH   SOLE   0 0 168,825
DIGITAL TURBINE INC COM NEW COM 25400W102 21,080 306,625 SH   SOLE   0 0 306,625
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES ETF 25459Y207 165 1,991 SH   SOLE   0 0 1,991
ETFMG PRIME MOBILE PAYMENTS ETF ETF 26924G409 1,601 23,659 SH   SOLE   0 0 23,659
IDEXX LABS INC COM COM 45168D104 16,914 27,198 SH   SOLE   0 0 27,198
INTUITIVE SURGICAL INC COM NEW COM 46120E602 25,412 25,562 SH   SOLE   0 0 25,562
INVESCO QQQ TRUST ETF 46090E103 4,420 12,349 SH   SOLE   0 0 12,349
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 302 2,626 SH   SOLE   0 0 2,626
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF ETF 464287515 1,690 4,233 SH   SOLE   0 0 4,233
ISHARES RUSSELL 2000 ETF ETF 464287655 110 502 SH   SOLE   0 0 502
ISHARES RUSSELL MID-CAP ETF ETF 464287499 113 1,439 SH   SOLE   0 0 1,439
ISHARES U.S. MEDICAL DEVICES ETF ETF 464288810 2,136 34,027 SH   SOLE   0 0 34,027
KINDER MORGAN INC DEL COM COM 49456B101 17 1,000 SH   SOLE   0 0 1,000
MASTERCARD INCORPORATED CL A COM 57636Q104 35,111 100,986 SH   SOLE   0 0 100,986
MICROSOFT CORP COM COM 594918104 20,759 73,633 SH   SOLE   0 0 73,633
MONGODB INC CL A COM 60937P106 20,314 43,083 SH   SOLE   0 0 43,083
NUVEEN PFD & INCM SECURTIES FD COM COM 67072C105 8 808 SH   SOLE   0 0 808
ROKU INC COM CL A COM 77543R102 20,220 64,528 SH   SOLE   0 0 64,528
SCHWAB U.S. SMALL-CAP ETF ETF 808524607 29 286 SH   SOLE   0 0 286
SCHWAB U.S. TIPS ETF ETF 808524870 7 109 SH   SOLE   0 0 109
SCHWAB US DIVIDEND EQUITY ETF ETF 808524797 50 669 SH   SOLE   0 0 669
SERVICENOW INC COM COM 81762P102 18,866 30,318 SH   SOLE   0 0 30,318
SHOPIFY INC CL A COM 82509L107 15,202 11,213 SH   SOLE   0 0 11,213
SPDR S&P 500 ETF ETF 78462F103 4,858 11,321 SH   SOLE   0 0 11,321
TWILIO INC CL A COM 90138F102 4,139 12,973 SH   SOLE   0 0 12,973
TYLER TECHNOLOGIES INC COM COM 902252105 20,856 45,472 SH   SOLE   0 0 45,472
VANGUARD REAL ESTATE ETF ETF 922908553 145 1,428 SH   SOLE   0 0 1,428
VANGUARD S&P 500 ETF ETF 922908363 164 416 SH   SOLE   0 0 416
VANGUARD TAX-EXEMPT BOND ETF ETF 922907746 9 160 SH   SOLE   0 0 160
VEEVA SYS INC CL A COM COM 922475108 19,577 67,935 SH   SOLE   0 0 67,935
VIRTU FINL INC CL A COM 928254101 9,588 392,485 SH   SOLE   0 0 392,485
VISA INC COM CL A COM 92826C839 37,302 167,462 SH   SOLE   0 0 167,462