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
AMAZON COM INC COM Stock 023135106   30,464,703 157,644 SH   SOLE 0 157,644 0 0
BLOCK INC CL A Stock 852234103   5,469,913 84,818 SH   SOLE 0 84,818 0 0
WASTE MGMT INC DEL COM Stock 94106L109   2,564,987 12,023 SH   SOLE 0 12,023 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105   8,510,100 10,012 SH   SOLE 0 10,012 0 0
GOLDMAN SACHS GROUP INC COM Stock 38141G104   299,888 663 SH   SOLE 0 663 0 0
MARRIOTT INTL INC NEW CL A Stock 571903202   18,859,994 78,008 SH   SOLE 0 78,008 0 0
MEDTRONIC PLC SHS Stock G5960L103   580,486 7,375 SH   SOLE 0 7,375 0 0
NETFLIX INC COM Stock 64110L106   517,633 767 SH   SOLE 0 767 0 0
PROLOGIS INC. COM REIT 74340W103   628,038 5,592 SH   SOLE 0 5,592 0 0
ILLINOIS TOOL WKS INC COM Stock 452308109   2,977,402 12,565 SH   SOLE 0 12,565 0 0
BALLARD PWR SYS INC NEW COM Stock 058586108   27,124 12,055 SH   SOLE 0 12,055 0 0
CHUBB LIMITED COM Stock H1467J104   214,777 842 SH   SOLE 0 842 0 0
MARVELL TECHNOLOGY INC COM Stock 573874104   26,291,976 376,137 SH   SOLE 0 376,137 0 0
KIMBERLY-CLARK CORP COM Stock 494368103   350,199 2,534 SH   SOLE 0 2,534 0 0
MICROSTRATEGY INC CL A NEW Stock 594972408   629,508 457 SH   SOLE 0 457 0 0
HOME DEPOT INC COM Stock 437076102   5,096,817 14,806 SH   SOLE 0 14,806 0 0
SOUTHERN CO COM Stock 842587107   408,018 5,260 SH   SOLE 0 5,260 0 0
LABCORP HOLDINGS INC COM SHS Stock 504922105   630,881 3,100 SH   SOLE 0 3,100 0 0
SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805   237,628 6,185 SH   SOLE 0 6,185 0 0
SCHWAB U.S. LARGE-CAP ETF ETF 808524201   564,629 8,788 SH   SOLE 0 8,788 0 0
TREX CO INC COM Stock 89531P105   1,041,608 14,053 SH   SOLE 0 14,053 0 0
AON PLC SHS CL A Stock G0403H108   700,188 2,385 SH   SOLE 0 2,385 0 0
GALLAGHER ARTHUR J & CO COM Stock 363576109   570,482 2,200 SH   SOLE 0 2,200 0 0
SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 808524300   223,663 2,218 SH   SOLE 0 2,218 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   8,714,470 21,422 SH   SOLE 0 21,422 0 0
ADOBE INC COM Stock 00724F101   4,919,862 8,856 SH   SOLE 0 8,856 0 0
EXELON CORP COM Stock 30161N101   242,720 7,013 SH   SOLE 0 7,013 0 0
ALPHABET INC CAP STK CL A Stock 02079K305   41,556,976 228,147 SH   SOLE 0 228,147 0 0
OREILLY AUTOMOTIVE INC COM Stock 67103H107   1,880,843 1,781 SH   SOLE 0 1,781 0 0
MICROSOFT CORP COM Stock 594918104   43,016,703 96,245 SH   SOLE 0 96,245 0 0
DTE ENERGY CO COM Stock 233331107   216,247 1,948 SH   SOLE 0 1,948 0 0
BLOOM ENERGY CORP COM CL A Stock 093712107   126,219 10,312 SH   SOLE 0 10,312 0 0
BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108   81,428,053 133 SH   SOLE 0 133 0 0
NEXTERA ENERGY INC COM Stock 65339F101   982,560 13,876 SH   SOLE 0 13,876 0 0
CLOUDFLARE INC CL A COM Stock 18915M107   20,040,967 241,953 SH   SOLE 0 241,953 0 0
LINDE PLC SHS Stock G54950103   2,327,448 5,304 SH   SOLE 0 5,304 0 0
PUBLIC STORAGE OPER CO COM REIT 74460D109   848,568 2,950 SH   SOLE 0 2,950 0 0
WELLTOWER INC COM REIT 95040Q104   276,471 2,652 SH   SOLE 0 2,652 0 0
CROWDSTRIKE HLDGS INC CL A Stock 22788C105   8,450,489 22,053 SH   SOLE 0 22,053 0 0
MP MATERIALS CORP COM CL A Stock 553368101   585,045 45,958 SH   SOLE 0 45,958 0 0
ELI LILLY & CO COM Stock 532457108   18,234,353 20,140 SH   SOLE 0 20,140 0 0
SCHWAB U.S. MID-CAP ETF ETF 808524508   219,403 2,819 SH   SOLE 0 2,819 0 0
VERTIV HOLDINGS CO COM CL A Stock 92537N108   18,067,505 208,704 SH   SOLE 0 208,704 0 0
CARRIER GLOBAL CORPORATION COM Stock 14448C104   630,106 9,989 SH   SOLE 0 9,989 0 0
AFLAC INC COM Stock 001055102   1,452,895 16,268 SH   SOLE 0 16,268 0 0
ISHARES FLOATING RATE BOND ETF ETF 46429B655   5,299,617 103,731 SH   SOLE 0 103,731 0 0
BUTTERFLY NETWORK INC COM CL A Stock 124155102   9,669 11,500 SH   SOLE 0 11,500 0 0
SNOWFLAKE INC CL A Stock 833445109   6,724,240 49,776 SH   SOLE 0 49,776 0 0
ZILLOW GROUP INC CL A Stock 98954M101   2,639,119 58,595 SH   SOLE 0 58,595 0 0
PALANTIR TECHNOLOGIES INC CL A Stock 69608A108   721,626 28,489 SH   SOLE 0 28,489 0 0
FIRST SOLAR INC COM Stock 336433107   462,193 2,050 SH   SOLE 0 2,050 0 0
SOFI TECHNOLOGIES INC COM Stock 83406F102   206,536 31,246 SH   SOLE 0 31,246 0 0
ALTUS POWER INC COM CL A Stock 02217A102   54,606 13,930 SH   SOLE 0 13,930 0 0
VISA INC COM CL A Stock 92826C839   7,280,655 27,739 SH   SOLE 0 27,739 0 0
VANGUARD SMALL-CAP GROWTH ETF ETF 922908595   1,083,313 4,331 SH   SOLE 0 4,331 0 0
ENPHASE ENERGY INC COM Stock 29355A107   4,920,190 49,345 SH   SOLE 0 49,345 0 0
ZEBRA TECHNOLOGIES CORPORATION CL A Stock 989207105   4,694,809 15,197 SH   SOLE 0 15,197 0 0
META PLATFORMS INC CL A Stock 30303M102   12,417,426 24,627 SH   SOLE 0 24,627 0 0
SERVICENOW INC COM Stock 81762P102   20,338,566 25,854 SH   SOLE 0 25,854 0 0
PALO ALTO NETWORKS INC COM Stock 697435105   12,049,093 35,542 SH   SOLE 0 35,542 0 0
BROADCOM INC COM Stock 11135F101   602,074 375 SH   SOLE 0 375 0 0
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101   2,522,247 8,313 SH   SOLE 0 8,313 0 0
ENBRIDGE INC COM Stock 29250N105   860,744 24,185 SH   SOLE 0 24,185 0 0
NVIDIA CORPORATION COM Stock 67066G104   129,396,784 1,047,408 SH   SOLE 0 1,047,408 0 0
ABBVIE INC COM Stock 00287Y109   1,511,949 8,815 SH   SOLE 0 8,815 0 0
SPDR S&P BIOTECH ETF ETF 78464A870   500,263 5,396 SH   SOLE 0 5,396 0 0
ZOETIS INC CL A Stock 98978V103   2,051,889 11,836 SH   SOLE 0 11,836 0 0
STRYKER CORPORATION COM Stock 863667101   2,139,492 6,288 SH   SOLE 0 6,288 0 0
FASTENAL CO COM Stock 311900104   2,041,672 32,490 SH   SOLE 0 32,490 0 0
MCDONALDS CORP COM Stock 580135101   372,066 1,460 SH   SOLE 0 1,460 0 0
CISCO SYS INC COM Stock 17275R102   1,293,792 27,232 SH   SOLE 0 27,232 0 0
ARCADIUM LITHIUM PLC COM SHS Stock G0508H110   60,372 17,968 SH   SOLE 0 17,968 0 0
ADVANCED MICRO DEVICES INC COM Stock 007903107   33,635,866 207,360 SH   SOLE 0 207,360 0 0
VEEVA SYS INC CL A COM Stock 922475108   1,396,549 7,631 SH   SOLE 0 7,631 0 0
UNION PAC CORP COM Stock 907818108   4,517,733 19,967 SH   SOLE 0 19,967 0 0
CINTAS CORP COM Stock 172908105   1,864,092 2,662 SH   SOLE 0 2,662 0 0
MICROCHIP TECHNOLOGY INC. COM Stock 595017104   3,417,525 37,350 SH   SOLE 0 37,350 0 0
LOCKHEED MARTIN CORP COM Stock 539830109   246,629 528 SH   SOLE 0 528 0 0
JPMORGAN CHASE & CO. COM Stock 46625H100   2,835,161 14,017 SH   SOLE 0 14,017 0 0
CHEVRON CORP NEW COM Stock 166764100   511,650 3,271 SH   SOLE 0 3,271 0 0
EXTRA SPACE STORAGE INC COM REIT 30225T102   1,085,073 6,982 SH   SOLE 0 6,982 0 0
WALMART INC COM Stock 931142103   13,749,599 203,066 SH   SOLE 0 203,066 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101   9,660,295 55,856 SH   SOLE 0 55,856 0 0
ORACLE CORP COM Stock 68389X105   459,324 3,253 SH   SOLE 0 3,253 0 0
PFIZER INC COM Stock 717081103   200,896 7,180 SH   SOLE 0 7,180 0 0
MORGAN STANLEY COM NEW Stock 617446448   3,143,611 32,345 SH   SOLE 0 32,345 0 0
ALPHABET INC CAP STK CL C Stock 02079K107   1,636,106 8,920 SH   SOLE 0 8,920 0 0
AMERICAN EXPRESS CO COM Stock 025816109   2,511,037 10,844 SH   SOLE 0 10,844 0 0
AMGEN INC COM Stock 031162100   929,539 2,975 SH   SOLE 0 2,975 0 0
CANADIAN NATL RY CO COM Stock 136375102   567,024 4,800 SH   SOLE 0 4,800 0 0
WOLFSPEED INC COM Stock 977852102   316,341 13,899 SH   SOLE 0 13,899 0 0
VANGUARD MEGA CAP GROWTH ETF ETF 921910816   898,641 2,860 SH   SOLE 0 2,860 0 0
EXXON MOBIL CORP COM Stock 30231G102   816,431 7,092 SH   SOLE 0 7,092 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102   1,874,077 3,680 SH   SOLE 0 3,680 0 0
PRICE T ROWE GROUP INC COM Stock 74144T108   815,242 7,070 SH   SOLE 0 7,070 0 0
LOWES COS INC COM Stock 548661107   6,882,541 31,219 SH   SOLE 0 31,219 0 0
COLGATE PALMOLIVE CO COM Stock 194162103   300,824 3,100 SH   SOLE 0 3,100 0 0
SHOPIFY INC CL A Stock 82509L107   1,491,607 22,583 SH   SOLE 0 22,583 0 0
NOVO-NORDISK A S ADR ADR 670100205   231,239 1,620 SH   SOLE 0 1,620 0 0
SUNRUN INC COM Stock 86771W105   658,894 55,556 SH   SOLE 0 55,556 0 0
APPLE INC COM Stock 037833100   58,149,183 276,086 SH   SOLE 0 276,085 0 0
ABBOTT LABS COM Stock 002824100   849,256 8,173 SH   SOLE 0 8,173 0 0
DISNEY WALT CO COM Stock 254687106   1,283,621 12,928 SH   SOLE 0 12,928 0 0
MARSH & MCLENNAN COS INC COM Stock 571748102   2,861,999 13,582 SH   SOLE 0 13,582 0 0