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
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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
ABBVIE INC COM 00287Y109   286,800 1,452 SH   SOLE   1,452 0 0
ADOBE INC COM 00724F101   1,087,338 2,100 SH   SOLE   2,100 0 0
ADVANCED MICRO DEVICES INC COM 007903107   931,154 5,675 SH   SOLE   5,675 0 0
AEROVIRONMENT INC COM 008073108   1,463,450 7,299 SH   SOLE   7,299 0 0
AGCO CORP COM 001084102   278,901 2,850 SH   SOLE   2,850 0 0
ALPHABET INC CAP STK CL A 02079K305   16,039,885 96,713 SH   SOLE   96,713 0 0
ALPHABET INC CAP STK CL C 02079K107   18,009,263 107,717 SH   SOLE   107,717 0 0
ALPS ETF TR ALERIAN MLP 00162Q452   1,133,392 24,048 SH   SOLE   24,048 0 0
AMAZON COM INC COM 023135106   46,299,526 248,481 SH   SOLE   248,481 0 0
AMGEN INC COM 031162100   263,568 818 SH   SOLE   818 0 0
APPLE INC COM 037833100   60,937,591 261,535 SH   SOLE   261,535 0 0
ARCH CAP GROUP LTD ORD G0450A105   447,520 4,000 SH   SOLE   4,000 0 0
ARES CAPITAL CORP COM 04010L103   233,083 11,131 SH   SOLE   11,131 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   586,341 4,100 SH   SOLE   4,100 0 0
AURORA INNOVATION INC CLASS A COM 051774107   3,842,127 649,008 SH   SOLE   649,008 0 0
AXON ENTERPRISE INC COM 05464C101   11,176,812 27,970 SH   SOLE   27,970 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   4,982,315 10,825 SH   SOLE   10,825 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   691,180 1 SH   SOLE   1 0 0
BLACKROCK INVT QUALITY MUN T COM 09247D105   1,918,830 148,516 SH   SOLE   148,516 0 0
BLACKROCK MUN INCOME TR SH BEN INT 09248F109   626,230 59,246 SH   SOLE   59,246 0 0
BLOCK INC CL A 852234103   1,781,429 26,537 SH   SOLE   26,537 0 0
BOOKING HOLDINGS INC COM 09857L108   623,394 148 SH   SOLE   148 0 0
BROADCOM INC COM 11135F101   1,932,034 11,200 SH   SOLE   11,200 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   388,928 1,435 SH   SOLE   1,435 0 0
CARDINAL HEALTH INC COM 14149Y108   221,040 2,000 SH   SOLE   2,000 0 0
CATERPILLAR INC COM 149123101   355,528 909 SH   SOLE   909 0 0
CECO ENVIRONMENTAL CORP COM 125141101   423,000 15,000 SH   SOLE   15,000 0 0
CENCORA INC COM 03073E105   1,350,480 6,000 SH   SOLE   6,000 0 0
CHEVRON CORP NEW COM 166764100   541,400 3,676 SH   SOLE   3,676 0 0
CINTAS CORP COM 172908105   757,938 3,681 SH   SOLE   3,681 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   378,750 15,000 SH   SOLE   15,000 0 0
COCA COLA CO COM 191216100   2,166,314 30,146 SH   SOLE   30,146 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   1,292,089 7,252 SH   SOLE   7,252 0 0
COMPASS INC CL A 20464U100   75,459 12,350 SH   SOLE   12,350 0 0
CONSTELLATION BRANDS INC CL A 21036P108   264,283 1,026 SH   SOLE   1,026 0 0
COSTCO WHSL CORP NEW COM 22160K105   2,485,832 2,804 SH   SOLE   2,804 0 0
CROCS INC COM 227046109   753,012 5,200 SH   SOLE   5,200 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   1,420,300 5,064 SH   SOLE   5,064 0 0
DATADOG INC CL A COM 23804L103   458,514 3,985 SH   SOLE   3,985 0 0
DECKERS OUTDOOR CORP COM 243537107   2,517,716 15,790 SH   SOLE   15,790 0 0
DIGITAL RLTY TR INC COM 253868103   234,004 1,446 SH   SOLE   1,446 0 0
DISNEY WALT CO COM 254687106   1,030,430 10,712 SH   SOLE   10,712 0 0
DOMINOS PIZZA INC COM 25754A201   223,471 520 SH   SOLE   520 0 0
EATON CORP PLC SHS G29183103   1,162,692 3,508 SH   SOLE   3,508 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   226,610 3,434 SH   SOLE   3,434 0 0
ELI LILLY & CO COM 532457108   2,580,978 2,913 SH   SOLE   2,913 0 0
EMERSON ELEC CO COM 291011104   469,307 4,291 SH   SOLE   4,291 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   375,319 12,893 SH   SOLE   12,893 0 0
EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102   115,688 28,565 SH   SOLE   28,565 0 0
EXXON MOBIL CORP COM 30231G102   6,098,178 52,023 SH   SOLE   52,023 0 0
FAIR ISAAC CORP COM 303250104   1,410,996 726 SH   SOLE   726 0 0
FIDELITY COVINGTON TRUST HIGH DIVID ETF 316092840   911,700 18,000 SH   SOLE   18,000 0 0
FIDELITY WISE ORIGIN BITCOIN SHS 315948109   213,513 3,845 SH   SOLE   3,845 0 0
FORTINET INC COM 34959E109   465,688 6,005 SH   SOLE   6,005 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   255,672 516 SH   SOLE   516 0 0
GRAINGER W W INC COM 384802104   638,868 615 SH   SOLE   615 0 0
HALLIBURTON CO COM 406216101   246,925 8,500 SH   SOLE   8,500 0 0
HCI GROUP INC COM 40416E103   271,932 2,540 SH   SOLE   2,540 0 0
HOME DEPOT INC COM 437076102   654,270 1,615 SH   SOLE   1,615 0 0
INTERDIGITAL INC COM 45867G101   424,890 3,000 SH   SOLE   3,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   2,153,728 4,384 SH   SOLE   4,384 0 0
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649   321,360 1,600 SH   SOLE   1,600 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   284,962 1,591 SH   SOLE   1,591 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   7,526,715 15,421 SH   SOLE   15,421 0 0
IRON MTN INC DEL COM 46284V101   202,011 1,700 SH   SOLE   1,700 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   5,683,538 157,308 SH   SOLE   157,308 0 0
ISHARES ETHEREUM TR SHS 46438R105   230,139 11,700 SH   SOLE   11,700 0 0
ISHARES TR MSCI USA MIN VOL 46429B697   205,904 2,255 SH   SOLE   2,255 0 0
ISHARES TR CORE S&P MCP ETF 464287507   200,982 3,225 SH   SOLE   3,225 0 0
ISHARES TR ISHARES BIOTECH 464287556   538,776 3,700 SH   SOLE   3,700 0 0
ISHARES TR RUS 2000 GRW ETF 464287648   464,217 1,635 SH   SOLE   1,635 0 0
ISHARES TR 20 YR TR BD ETF 464287432   390,833 3,984 SH   SOLE   3,984 0 0
ISHARES TR CORE US AGGBD ET 464287226   456,098 4,504 SH   SOLE   4,504 0 0
ISHARES TR CORE S&P SCP ETF 464287804   719,294 6,150 SH   SOLE   6,150 0 0
ISHARES TR PFD AND INCM SEC 464288687   215,989 6,500 SH   SOLE   6,500 0 0
ISHARES TR S&P 100 ETF 464287101   247,700 895 SH   SOLE   895 0 0
JOHNSON & JOHNSON COM 478160104   394,847 2,436 SH   SOLE   2,436 0 0
JPMORGAN CHASE & CO. COM 46625H100   1,425,458 6,760 SH   SOLE   6,760 0 0
KINSALE CAP GROUP INC COM 49714P108   325,899 700 SH   SOLE   700 0 0
KLA CORP COM NEW 482480100   844,107 1,090 SH   SOLE   1,090 0 0
LINCOLN ELEC HLDGS INC COM 533900106   820,886 4,275 SH   SOLE   4,275 0 0
LULULEMON ATHLETICA INC COM 550021109   919,605 3,389 SH   SOLE   3,389 0 0
MASTERCARD INCORPORATED CL A 57636Q104   841,662 1,704 SH   SOLE   1,704 0 0
MCDONALDS CORP COM 580135101   471,184 1,547 SH   SOLE   1,547 0 0
MCKESSON CORP COM 58155Q103   739,158 1,495 SH   SOLE   1,495 0 0
MEDTRONIC PLC SHS G5960L103   230,554 2,561 SH   SOLE   2,561 0 0
MERCK & CO INC COM 58933Y105   497,123 4,378 SH   SOLE   4,378 0 0
META PLATFORMS INC CL A 30303M102   14,018,967 24,490 SH   SOLE   24,490 0 0
MICROSOFT CORP COM 594918104   40,198,806 93,420 SH   SOLE   93,420 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   230,852 4,425 SH   SOLE   4,425 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106   323,967 6,721 SH   SOLE   6,721 0 0
NETFLIX INC COM 64110L106   9,975,173 14,064 SH   SOLE   14,064 0 0
NEXTERA ENERGY INC COM 65339F101   535,388 6,334 SH   SOLE   6,334 0 0
NIKE INC CL B 654106103   719,554 8,140 SH   SOLE   8,140 0 0
NOVO-NORDISK A S ADR 670100205   885,782 7,439 SH   SOLE   7,439 0 0
NVIDIA CORPORATION COM 67066G104   8,376,944 68,980 SH   SOLE   68,980 0 0
OCCIDENTAL PETE CORP COM 674599105   1,174,810 22,794 SH   SOLE   22,794 0 0
ORACLE CORP COM 68389X105   1,750,059 10,270 SH   SOLE   10,270 0 0
OWENS CORNING NEW COM 690742101   432,474 2,450 SH   SOLE   2,450 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   2,444,226 65,705 SH   SOLE   65,705 0 0
PALO ALTO NETWORKS INC COM 697435105   1,882,293 5,507 SH   SOLE   5,507 0 0
PAYPAL HLDGS INC COM 70450Y103   1,065,344 13,653 SH   SOLE   13,653 0 0
PFIZER INC COM 717081103   1,687,627 58,315 SH   SOLE   58,315 0 0
PINTEREST INC CL A 72352L106   390,544 12,065 SH   SOLE   12,065 0 0
PROCTER AND GAMBLE CO COM 742718109   343,037 1,981 SH   SOLE   1,981 0 0
PROSHARES TR ULTRA BITCOIN ET 74349Y704   225,330 8,700 SH   SOLE   8,700 0 0
PUBLIC STORAGE OPER CO COM 74460D109   260,155 715 SH   SOLE   715 0 0
PULTE GROUP INC COM 745867101   430,590 3,000 SH   SOLE   3,000 0 0
QUANTA SVCS INC COM 74762E102   447,225 1,500 SH   SOLE   1,500 0 0
REDFIN CORP COM 75737F108   157,126 12,540 SH   SOLE   12,540 0 0
ROBINHOOD MKTS INC COM CL A 770700102   497,324 21,235 SH   SOLE   21,235 0 0
ROKU INC COM CL A 77543R102   477,600 6,397 SH   SOLE   6,397 0 0
S&P GLOBAL INC COM 78409V104   573,448 1,110 SH   SOLE   1,110 0 0
SABINE RTY TR UNIT BEN INT 785688102   1,481,559 23,985 SH   SOLE   23,985 0 0
SAFETY SHOT INC COM NEW 48208F105   23,180 19,000 SH   SOLE   19,000 0 0
SALESFORCE INC COM 79466L302   1,156,756 4,226 SH   SOLE   4,226 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   321,244 7,088 SH   SOLE   7,088 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   407,849 3,011 SH   SOLE   3,011 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   716,650 3,577 SH   SOLE   3,577 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   782,449 5,080 SH   SOLE   5,080 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   900,266 3,988 SH   SOLE   3,988 0 0
SERVICENOW INC COM 81762P102   2,824,484 3,158 SH   SOLE   3,158 0 0
SHOPIFY INC CL A 82509L107   846,839 10,567 SH   SOLE   10,567 0 0
SNOWFLAKE INC CL A 833445109   491,371 4,278 SH   SOLE   4,278 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   351,744 831 SH   SOLE   831 0 0
SPDR GOLD TR GOLD SHS 78463V107   970,749 3,994 SH   SOLE   3,994 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   6,376,221 11,113 SH   SOLE   11,113 0 0
STANLEY BLACK & DECKER INC COM 854502101   262,607 2,385 SH   SOLE   2,385 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   522,747 3,010 SH   SOLE   3,010 0 0
TESLA INC COM 88160R101   4,969,662 18,995 SH   SOLE   18,995 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102   9,555,192 10,800 SH   SOLE   10,800 0 0
THE TRADE DESK INC COM CL A 88339J105   959,720 8,753 SH   SOLE   8,753 0 0
TOLL BROTHERS INC COM 889478103   463,470 3,000 SH   SOLE   3,000 0 0
TRANSDIGM GROUP INC COM 893641100   1,091,754 765 SH   SOLE   765 0 0
UBER TECHNOLOGIES INC COM 90353T100   2,140,782 28,483 SH   SOLE   28,483 0 0
UNION PAC CORP COM 907818108   2,199,438 8,923 SH   SOLE   8,923 0 0
UNITEDHEALTH GROUP INC COM 91324P102   484,519 829 SH   SOLE   829 0 0
VANECK BITCOIN ETF SH BEN INT 92189K105   229,497 3,195 SH   SOLE   3,195 0 0
VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643   249,799 2,577 SH   SOLE   2,577 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751   300,071 1,265 SH   SOLE   1,265 0 0
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714   633,725 7,605 SH   SOLE   7,605 0 0
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680   739,826 7,665 SH   SOLE   7,665 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702   641,201 1,093 SH   SOLE   1,093 0 0
VEEVA SYS INC CL A COM 922475108   353,421 1,684 SH   SOLE   1,684 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   450,155 10,023 SH   SOLE   10,023 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   758,080 1,630 SH   SOLE   1,630 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   1,202,834 12,090 SH   SOLE   12,090 0 0
VISA INC COM CL A 92826C839   786,670 2,861 SH   SOLE   2,861 0 0
WALMART INC COM 931142103   996,801 12,344 SH   SOLE   12,344 0 0
WASTE MGMT INC DEL COM 94106L109   1,764,472 8,499 SH   SOLE   8,499 0 0
WINGSTOP INC COM 974155103   418,576 1,006 SH   SOLE   1,006 0 0
ZOETIS INC CL A 98978V103   711,700 3,643 SH   SOLE   3,643 0 0
ZSCALER INC COM 98980G102   4,762,559 27,861 SH   SOLE   27,861 0 0