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
ABBOTT LABS COM Stock 002824100   5,810,350 59,993 SH   SOLE   59,993 0 0
ABBVIE INC COM Stock 00287Y109   248,036 1,664 SH   SOLE   1,664 0 0
ACTIVISION BLIZZARD INC COM Stock 00507V109   292,500 3,124 SH   SOLE   3,124 0 0
ADOBE INC COM Stock 00724F101   10,234,713 20,072 SH   SOLE   20,072 0 0
ADVANCED MICRO DEVICES INC COM Stock 007903107   7,575,161 73,674 SH   SOLE   73,674 0 0
AGILENT TECHNOLOGIES INC COM Stock 00846U101   844,576 7,553 SH   SOLE   7,553 0 0
ALPHABET INC CAP STK CL A Stock 02079K305   18,102,387 138,334 SH   SOLE   138,334 0 0
ALPHABET INC CAP STK CL C Stock 02079K107   10,771,515 81,695 SH   SOLE   81,695 0 0
AMAZON COM INC COM Stock 023135106   19,047,152 149,836 SH   SOLE   149,836 0 0
AMERICAN EXPRESS CO COM Stock 025816109   627,344 4,205 SH   SOLE   4,205 0 0
AMERIPRISE FINL INC COM Stock 03076C106   462,871 1,404 SH   SOLE   1,404 0 0
AMGEN INC COM Stock 031162100   771,610 2,871 SH   SOLE   2,871 0 0
AMPHENOL CORP NEW CL A Stock 032095101   7,058,268 84,037 SH   SOLE   84,037 0 0
APPLE INC COM Stock 037833100   28,292,970 165,253 SH   SOLE   165,253 0 0
ASML HOLDING N V N Y REGISTRY SHS ADR N07059210   9,558,072 16,237 SH   SOLE   16,237 0 0
ATLASSIAN CORPORATION CL A Stock 049468101   3,709,195 18,407 SH   SOLE   18,407 0 0
BALL CORP COM Stock 058498106   1,944,905 39,070 SH   SOLE   39,070 0 0
BANK AMERICA CORP COM Stock 060505104   2,820,523 103,014 SH   SOLE   103,014 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   2,192,177 6,258 SH   SOLE   6,258 0 0
BHP GROUP LTD SPONSORED ADS ADR 088606108   3,178,398 55,879 SH   SOLE   55,879 0 0
BLACKROCK INC COM Stock 09247X101   3,517,638 5,441 SH   SOLE   5,441 0 0
BNY MELLON US SMALL CAP CORE EQUITY ETF ETF 09661T305   246,774 3,031 SH   SOLE   3,031 0 0
BOEING CO COM Stock 097023105   1,367,445 7,134 SH   SOLE   7,134 0 0
BRISTOL-MYERS SQUIBB CO COM Stock 110122108   466,235 8,033 SH   SOLE   8,033 0 0
BROADCOM INC COM Stock 11135F101   1,264,973 1,523 SH   SOLE   1,523 0 0
CADENCE DESIGN SYSTEM INC COM Stock 127387108   9,402,225 40,129 SH   SOLE   40,129 0 0
CATERPILLAR INC COM Stock 149123101   9,061,962 33,194 SH   SOLE   33,194 0 0
CHEVRON CORP NEW COM Stock 166764100   8,682,412 51,491 SH   SOLE   51,491 0 0
CISCO SYS INC COM Stock 17275R102   1,311,529 24,396 SH   SOLE   24,396 0 0
CLOUDFLARE INC CL A COM Stock 18915M107   1,789,138 28,381 SH   SOLE   28,381 0 0
COCA COLA CO COM Stock 191216100   295,295 5,275 SH   SOLE   5,275 0 0
COMCAST CORP NEW CL A Stock 20030N101   312,331 7,044 SH   SOLE   7,044 0 0
CONOCOPHILLIPS COM Stock 20825C104   5,688,463 47,483 SH   SOLE   47,483 0 0
CONSUMER STAPLES SELECT SECTOR SPDR FUND ETF 81369Y308   412,791 5,999 SH   SOLE   5,999 0 0
CORVEL CORP COM Stock 221006109   1,932,086 9,825 SH   SOLE   9,825 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105   14,941,003 26,446 SH   SOLE   26,446 0 0
CROWN CASTLE INC COM REIT 22822V101   2,450,851 26,631 SH   SOLE   26,631 0 0
CSX CORP COM Stock 126408103   840,859 27,345 SH   SOLE   27,345 0 0
D R HORTON INC COM Stock 23331A109   10,944,960 101,842 SH   SOLE   101,842 0 0
DEERE & CO COM Stock 244199105   5,652,020 14,977 SH   SOLE   14,977 0 0
DEXCOM INC COM Stock 252131107   7,955,038 85,263 SH   SOLE   85,263 0 0
DIGITAL RLTY TR INC COM REIT 253868103   5,222,013 43,150 SH   SOLE   43,150 0 0
DISNEY WALT CO COM Stock 254687106   4,107,371 50,677 SH   SOLE   50,677 0 0
DOCUSIGN INC COM Stock 256163106   877,716 20,898 SH   SOLE   20,898 0 0
DOORDASH INC CL A Stock 25809K105   2,816,337 35,439 SH   SOLE   35,439 0 0
DRAFTKINGS INC NEW COM CL A Stock 26142V105   271,407 9,219 SH   SOLE   9,219 0 0
ELI LILLY & CO COM Stock 532457108   1,298,780 2,418 SH   SOLE   2,418 0 0
ENERGY SELECT SECTOR SPDR FUND ETF 81369Y506   9,394,142 103,929 SH   SOLE   103,929 0 0
ENTERPRISE PRODS PARTNERS L P COM Stock 293792107   207,711 7,589 SH   SOLE   7,589 0 0
EQUINIX INC COM REIT 29444U700   2,502,692 3,446 SH   SOLE   3,446 0 0
ETFMG PRIME MOBILE PAYMENTS ETFMG PRIME MOBILE PAYMENTS FUND ETF 26924G409   202,343 5,175 SH   SOLE   5,175 0 0
EXTREME NETWORKS COM Stock 30226D106   13,183,556 544,550 SH   SOLE   544,550 0 0
EXXON MOBIL CORP COM Stock 30231G102   876,559 7,455 SH   SOLE   7,455 0 0
FEDEX CORP COM Stock 31428X106   236,309 892 SH   SOLE   892 0 0
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF ETF 316092808   251,225 2,044 SH   SOLE   2,044 0 0
FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605   450,321 13,576 SH   SOLE   13,576 0 0
FIRST TRUST DOW JONES INTERNET INDEX FUND ETF 33733E302   323,210 2,025 SH   SOLE   2,025 0 0
FORD MTR CO DEL COM Stock 345370860   267,798 21,562 SH   SOLE   21,562 0 0
FREEPORT-MCMORAN INC CL B Stock 35671D857   4,415,472 118,409 SH   SOLE   118,409 0 0
GENERAC HLDGS INC COM Stock 368736104   1,246,502 11,440 SH   SOLE   11,440 0 0
GILEAD SCIENCES INC COM Stock 375558103   547,811 7,310 SH   SOLE   7,310 0 0
GUIDEWIRE SOFTWARE INC COM Stock 40171V100   5,264,100 58,490 SH   SOLE   58,490 0 0
HEALTH CARE SELECT SECTOR SPDR FUND ETF 81369Y209   2,996,552 23,276 SH   SOLE   23,276 0 0
HEWLETT PACKARD ENTERPRISE CO COM Stock 42824C109   210,698 12,130 SH   SOLE   12,130 0 0
HOME DEPOT INC COM Stock 437076102   12,158,616 40,239 SH   SOLE   40,239 0 0
HONEYWELL INTL INC COM Stock 438516106   9,212,430 49,867 SH   SOLE   49,867 0 0
HP INC COM Stock 40434L105   311,741 12,130 SH   SOLE   12,130 0 0
IDEXX LABS INC COM Stock 45168D104   8,496,156 19,430 SH   SOLE   19,430 0 0
ILLINOIS TOOL WKS INC COM Stock 452308109   232,217 1,008 SH   SOLE   1,008 0 0
ILLUMINA INC COM Stock 452327109   245,594 1,789 SH   SOLE   1,789 0 0
INDUSTRIAL SELECT SECTOR SPDR FUND ETF 81369Y704   5,398,586 53,251 SH   SOLE   53,251 0 0
INTUIT COM Stock 461202103   15,782,937 30,890 SH   SOLE   30,890 0 0
INTUITIVE SURGICAL INC COM NEW Stock 46120E602   9,780,900 33,463 SH   SOLE   33,463 0 0
INVESCO QQQ TRUST SERIES I ETF 46090E103   1,425,820 3,980 SH   SOLE   3,980 0 0
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357   3,239,734 22,865 SH   SOLE   22,865 0 0
IQVIA HLDGS INC COM Stock 46266C105   320,899 1,631 SH   SOLE   1,631 0 0
ISHARES 7-10 YEAR TREASURY BOND ETF ETF 464287440   659,540 7,201 SH   SOLE   7,201 0 0
ISHARES BIOTECHNOLOGY ETF ETF 464287556   2,683,287 21,942 SH   SOLE   21,942 0 0
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF ETF 464288620   486,468 10,120 SH   SOLE   10,120 0 0
ISHARES CORE MSCI EAFE ETF ETF 46432F842   207,979 3,232 SH   SOLE   3,232 0 0
ISHARES CORE S&P 500 ETF ETF 464287200   2,551,244 5,941 SH   SOLE   5,941 0 0
ISHARES CORE S&P MID-CAP ETF ETF 464287507   3,207,140 12,862 SH   SOLE   12,862 0 0
ISHARES CORE S&P SMALL CAP ETF ETF 464287804   641,255 6,798 SH   SOLE   6,798 0 0
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226   302,809 3,220 SH   SOLE   3,220 0 0
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF ETF 464287515   232,057 680 SH   SOLE   680 0 0
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF ETF 46434VAX8   3,228,937 127,324 SH   SOLE   127,324 0 0
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF ETF 46434VBG4   7,277,050 294,260 SH   SOLE   294,260 0 0
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF ETF 46434VBD1   6,388,620 262,151 SH   SOLE   262,151 0 0
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF ETF 46435GAA0   5,180,627 222,011 SH   SOLE   222,011 0 0
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF ETF 46435UAA9   3,895,712 168,354 SH   SOLE   168,354 0 0
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF ETF 46435U515   3,082,568 128,280 SH   SOLE   128,280 0 0
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF ETF 46436E205   3,577,365 163,350 SH   SOLE   163,350 0 0
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF ETF 46436E726   1,960,454 96,195 SH   SOLE   96,195 0 0
ISHARES MSCI EAFE ETF ETF 464287465   3,308,918 48,011 SH   SOLE   48,011 0 0
ISHARES MSCI EMERGING MARKETS ETF ETF 464287234   2,644,546 69,685 SH   SOLE   69,685 0 0
ISHARES NATIONAL MUNI BOND ETF ETF 464288414   357,352 3,485 SH   SOLE   3,485 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614   851,168 3,200 SH   SOLE   3,200 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655   2,452,621 13,877 SH   SOLE   13,877 0 0
ISHARES RUSSELL MIDCAP ETF ETF 464287499   736,820 10,640 SH   SOLE   10,640 0 0
ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606   337,722 4,675 SH   SOLE   4,675 0 0
ISHARES S&P MID-CAP 400 VALUE ETF ETF 464287705   243,746 2,415 SH   SOLE   2,415 0 0
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158   205,720 2,000 SH   SOLE   2,000 0 0
ISHARES TIPS BOND ETF ETF 464287176   2,616,441 25,226 SH   SOLE   25,226 0 0
ISHARES U.S. HOME CONSTRUCTION ETF ETF 464288752   257,840 3,285 SH   SOLE   3,285 0 0
JOHNSON & JOHNSON COM Stock 478160104   700,408 4,497 SH   SOLE   4,497 0 0
JPMORGAN CHASE & CO COM Stock 46625H100   12,414,119 85,603 SH   SOLE   85,603 0 0
KEYSIGHT TECHNOLOGIES INC COM Stock 49338L103   499,603 3,776 SH   SOLE   3,776 0 0
LAM RESEARCH CORP COM Stock 512807108   319,653 510 SH   SOLE   510 0 0
LENNAR CORP CL A Stock 526057104   7,802,566 69,523 SH   SOLE   69,523 0 0
LOCKHEED MARTIN CORP COM Stock 539830109   5,923,786 14,485 SH   SOLE   14,485 0 0
LOWES COS INC COM Stock 548661107   453,715 2,183 SH   SOLE   2,183 0 0
MASTERCARD INCORPORATED CL A Stock 57636Q104   3,773,857 9,532 SH   SOLE   9,532 0 0
MERCK & CO INC COM Stock 58933Y105   212,592 2,065 SH   SOLE   2,065 0 0
META PLATFORMS INC CL A Stock 30303M102   13,506,148 44,989 SH   SOLE   44,989 0 0
MICRON TECHNOLOGY INC COM Stock 595112103   878,539 12,914 SH   SOLE   12,914 0 0
MICROSOFT CORP COM Stock 594918104   23,526,546 74,510 SH   SOLE   74,510 0 0
MORGAN STANLEY COM NEW Stock 617446448   5,989,866 73,342 SH   SOLE   73,342 0 0
NETFLIX INC COM Stock 64110L106   4,225,344 11,190 SH   SOLE   11,190 0 0
NIKE INC CL B Stock 654106103   8,279,545 86,588 SH   SOLE   86,588 0 0
NORTHROP GRUMMAN CORP COM Stock 666807102   6,197,435 14,079 SH   SOLE   14,079 0 0
NOVO-NORDISK A S ADR ADR 670100205   232,261 2,554 SH   SOLE   2,554 0 0
NVIDIA CORPORATION COM Stock 67066G104   33,284,570 76,518 SH   SOLE   76,518 0 0
ORACLE CORP COM Stock 68389X105   272,906 2,577 SH   SOLE   2,577 0 0
PALO ALTO NETWORKS INC COM Stock 697435105   15,849,785 67,607 SH   SOLE   67,607 0 0
PEPSICO INC COM Stock 713448108   4,744,005 27,998 SH   SOLE   27,998 0 0
PFIZER INC COM Stock 717081103   255,708 7,709 SH   SOLE   7,709 0 0
PIONEER NAT RES CO COM Stock 723787107   355,343 1,548 SH   SOLE   1,548 0 0
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN Stock 726503105   212,948 13,900 SH   SOLE   13,900 0 0
PROCEPT BIOROBOTICS CORP COM Stock 74276L105   3,146,085 95,888 SH   SOLE   95,888 0 0
PROCTER AND GAMBLE CO COM Stock 742718109   389,446 2,670 SH   SOLE   2,670 0 0
ROBERT HALF INC. COM Stock 770323103   509,296 6,950 SH   SOLE   6,950 0 0
RTX CORPORATION COM Stock 75513E101   469,100 6,518 SH   SOLE   6,518 0 0
SALESFORCE INC COM Stock 79466L302   12,394,522 61,123 SH   SOLE   61,123 0 0
SCHLUMBERGER LTD COM STK Stock 806857108   9,691,559 166,236 SH   SOLE   166,236 0 0
SCHWAB U.S. LARGE-CAP ETF ETF 808524201   670,958 13,260 SH   SOLE   13,260 0 0
SCHWAB US DIVIDEND EQUITY ETF ETF 808524797   427,866 6,047 SH   SOLE   6,047 0 0
SERVICENOW INC COM Stock 81762P102   14,124,919 25,270 SH   SOLE   25,270 0 0
SHOPIFY INC CL A Stock 82509L107   6,821,523 125,005 SH   SOLE   125,005 0 0
SNOWFLAKE INC CL A Stock 833445109   4,416,428 28,909 SH   SOLE   28,909 0 0
SPDR GOLD SHARES ETF 78463V107   6,373,139 37,172 SH   SOLE   37,172 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103   5,358,185 12,534 SH   SOLE   12,534 0 0
SPDR S&P BIOTECH ETF ETF 78464A870   1,570,295 21,505 SH   SOLE   21,505 0 0
SPDR S&P HOMEBUILDERS ETF ETF 78464A888   357,199 4,665 SH   SOLE   4,665 0 0
SPDR S&P MIDCAP 400 ETF TRUST ETF 78467Y107   1,111,918 2,435 SH   SOLE   2,435 0 0
STANLEY BLACK & DECKER INC COM Stock 854502101   496,131 5,936 SH   SOLE   5,936 0 0
STARBUCKS CORP COM Stock 855244109   5,135,033 56,262 SH   SOLE   56,262 0 0
STRYKER CORPORATION COM Stock 863667101   8,529,577 31,213 SH   SOLE   31,213 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS ADR 874039100   5,003,876 57,582 SH   SOLE   57,582 0 0
TARGA RES CORP COM Stock 87612G101   336,537 3,926 SH   SOLE   3,926 0 0
TARGET CORP COM Stock 87612E106   4,509,708 40,786 SH   SOLE   40,786 0 0
TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803   994,072 6,064 SH   SOLE   6,064 0 0
TEREX CORP NEW COM Stock 880779103   230,480 4,000 SH   SOLE   4,000 0 0
TESLA INC COM Stock 88160R101   1,880,654 7,516 SH   SOLE   7,516 0 0
TEXAS INSTRS INC COM Stock 882508104   282,243 1,775 SH   SOLE   1,775 0 0
THE CIGNA GROUP COM Stock 125523100   2,777,454 9,709 SH   SOLE   9,709 0 0
THE TRADE DESK INC COM CL A Stock 88339J105   5,313,419 67,990 SH   SOLE   67,990 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102   12,766,114 25,221 SH   SOLE   25,221 0 0
TOLL BROTHERS INC COM Stock 889478103   447,458 6,050 SH   SOLE   6,050 0 0
TRIMBLE INC COM Stock 896239100   398,564 7,400 SH   SOLE   7,400 0 0
TWILIO INC CL A Stock 90138F102   234,296 4,003 SH   SOLE   4,003 0 0
UNION PAC CORP COM Stock 907818108   6,172,061 30,310 SH   SOLE   30,310 0 0
UNITED PARCEL SERVICE INC CL B Stock 911312106   359,904 2,309 SH   SOLE   2,309 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102   2,964,637 5,880 SH   SOLE   5,880 0 0
VANECK MERK GOLD TRUST ETF 921078101   516,932 28,895 SH   SOLE   28,895 0 0
VANECK OIL SERVICES ETF ETF 92189H607   1,106,543 3,207 SH   SOLE   3,207 0 0
VANECK SEMICONDUCTOR ETF ETF 92189F676   7,930,696 54,702 SH   SOLE   54,702 0 0
VANGUARD GROWTH ETF ETF 922908736   316,152 1,161 SH   SOLE   1,161 0 0
VANGUARD MID-CAP ETF ETF 922908629   457,503 2,197 SH   SOLE   2,197 0 0
VANGUARD SMALL-CAP ETF ETF 922908751   615,801 3,257 SH   SOLE   3,257 0 0
VANGUARD TOTAL STOCK MARKET ETF ETF 922908769   419,722 1,976 SH   SOLE   1,976 0 0
VEEVA SYS INC CL A COM Stock 922475108   10,700,656 52,596 SH   SOLE   52,596 0 0
VERIZON COMMUNICATIONS INC COM Stock 92343V104   206,160 6,361 SH   SOLE   6,361 0 0
VISA INC COM CL A Stock 92826C839   9,579,060 41,646 SH   SOLE   41,646 0 0
WALMART INC COM Stock 931142103   244,213 1,527 SH   SOLE   1,527 0 0
WESTERN DIGITAL CORP. 1.5 02/01/2024 Convertible 958102AP0   14,760 15,000 SH   SOLE   15,000 0 0
WEYERHAEUSER CO MTN BE COM NEW REIT 962166104   228,018 7,437 SH   SOLE   7,437 0 0
WORKDAY INC CL A Stock 98138H101   19,179,874 89,271 SH   SOLE   89,271 0 0
ZOETIS INC CL A Stock 98978V103   9,365,169 53,829 SH   SOLE   53,829 0 0
ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101   684,083 9,781 SH   SOLE   9,781 0 0