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
Expires: July 31, 2015
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
ABBVIE INC COM 00287Y109 2,463,327 11,757 SH SOLE 11,757 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,401,060 4,490 SH SOLE 4,490 0 0
ADOBE INC COM 00724F101 6,103,496 15,914 SH SOLE 15,914 0 0
AIRBNB INC COM CL A 009066101 4,610,081 38,591 SH SOLE 38,591 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 3,610,707 13,372 SH SOLE 13,372 0 0
ALPHABET INC CAP STK CL C 02079K107 7,877,429 50,422 SH SOLE 50,422 0 0
ALTRIA GROUP INC COM 02209S103 2,930,459 48,825 SH SOLE 48,825 0 0
AMAZON COM INC COM 023135106 15,555,467 81,759 SH SOLE 81,759 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,169,720 7,929 SH SOLE 7,929 0 0
APPLE INC COM 037833100 12,839,594 57,802 SH SOLE 57,802 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 2,311,453 15,766 SH SOLE 15,766 0 0
ATLASSIAN CORPORATION CL A 049468101 740,825 3,491 SH SOLE 3,491 0 0
AXON ENTERPRISE INC COM 05464C101 1,380,093 2,624 SH SOLE 2,624 0 0
BANK AMERICA CORP COM 060505104 208,984 5,008 SH SOLE 5,008 0 0
BLACKROCK INC COM 09290D101 1,957,321 2,068 SH SOLE 2,068 0 0
BROADCOM INC COM 11135F101 8,108,300 48,428 SH SOLE 48,428 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,696,008 6,995 SH SOLE 6,995 0 0
CARLISLE COS INC COM 142339100 2,169,326 6,371 SH SOLE 6,371 0 0
CBOE GLOBAL MKTS INC COM 12503M108 910,365 4,023 SH SOLE 4,023 0 0
CLOUDFLARE INC CL A COM 18915M107 2,845,197 25,248 SH SOLE 25,248 0 0
CME GROUP INC COM 12572Q105 10,266,839 38,700 SH SOLE 38,700 0 0
COPART INC COM 217204106 1,559,677 27,561 SH SOLE 27,561 0 0
CROWN CASTLE INC COM 22822V101 3,204,030 30,740 SH SOLE 30,740 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 2,059,434 6,093 SH SOLE 6,093 0 0
DANAHER CORPORATION COM 235851102 7,396,400 36,080 SH SOLE 36,080 0 0
DATADOG INC CL A COM 23804L103 1,606,408 16,192 SH SOLE 16,192 0 0
DECKERS OUTDOOR CORP COM 243537107 1,645,620 14,718 SH SOLE 14,718 0 0
DIAMONDBACK ENERGY INC COM 25278X109 5,402,665 33,792 SH SOLE 33,792 0 0
DICKS SPORTING GOODS INC COM 253393102 1,640,094 8,137 SH SOLE 8,137 0 0
DOORDASH INC CL A 25809K105 2,456,429 13,440 SH SOLE 13,440 0 0
ENTEGRIS INC COM 29362U104 1,500,894 17,157 SH SOLE 17,157 0 0
EQUITABLE HLDGS INC COM 29452E101 804,634 15,447 SH SOLE 15,447 0 0
EXPONENT INC COM 30214U102 3,692,445 45,552 SH SOLE 45,552 0 0
EXXON MOBIL CORP COM 30231G102 2,104,585 17,696 SH SOLE 17,696 0 0
FAIR ISAAC CORP COM 303250104 2,425,070 1,315 SH SOLE 1,315 0 0
FORTIVE CORP COM 34959J108 5,837,026 79,763 SH SOLE 79,763 0 0
GARMIN LTD SHS H2906T109 1,692,745 7,796 SH SOLE 7,796 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,803,106 7,924 SH SOLE 7,924 0 0
HOME DEPOT INC COM 437076102 1,429,677 3,901 SH SOLE 3,901 0 0
IDEXX LABS INC COM 45168D104 2,474,765 5,893 SH SOLE 5,893 0 0
ILLINOIS TOOL WKS INC COM 452308109 1,275,515 5,143 SH SOLE 5,143 0 0
INSULET CORP COM 45784P101 1,644,726 6,263 SH SOLE 6,263 0 0
INTUIT COM 461202103 6,888,354 11,219 SH SOLE 11,219 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1,398,945 8,076 SH SOLE 8,076 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 3,725,596 7,945 SH SOLE 7,945 0 0
ISHARES GOLD TR ISHARES NEW 464285204 12,895,005 218,708 SH SOLE 218,708 0 0
ISHARES INC MSCI EURZONE ETF 464286608 530,793 9,966 SH SOLE 9,966 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 4,831,930 70,477 SH SOLE 70,477 0 0
ISHARES TR 0-3 MNTH TREASRY 46436E718 404,693 4,020 SH SOLE 4,020 0 0
ISHARES TR 0-5YR HI YL CP 46434V407 1,249,875 29,395 SH SOLE 29,395 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 2,130,959 25,758 SH SOLE 25,758 0 0
ISHARES TR 3 7 YR TREAS BD 464288661 3,895,528 32,976 SH SOLE 32,976 0 0
ISHARES TR CORE 60/40 BALAN 464289867 539,776 9,376 SH SOLE 9,376 0 0
ISHARES TR CORE DIV GRWTH 46434V621 705,342 11,417 SH SOLE 11,417 0 0
ISHARES TR CORE S&P SCP ETF 464287804 17,295,276 165,395 SH SOLE 165,395 0 0
ISHARES TR CORE S&P500 ETF 464287200 5,040,805 8,971 SH SOLE 8,971 0 0
ISHARES TR EUROPE ETF 464287861 1,635,827 28,107 SH SOLE 28,107 0 0
ISHARES TR GLB INFRASTR ETF 464288372 4,246,164 77,669 SH SOLE 77,669 0 0
ISHARES TR IBOXX INV CP ETF 464287242 7,414,571 68,218 SH SOLE 68,218 0 0
ISHARES TR JPMORGAN USD EMG 464288281 839,226 9,264 SH SOLE 9,264 0 0
ISHARES TR LATN AMER 40 ETF 464287390 1,638,633 69,581 SH SOLE 69,581 0 0
ISHARES TR MSCI AC ASIA ETF 464288182 3,455,578 46,697 SH SOLE 46,697 0 0
ISHARES TR MSCI EAFE ETF 464287465 2,255,585 27,598 SH SOLE 27,598 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 5,800,127 132,726 SH SOLE 132,726 0 0
ISHARES TR MSCI USA VALUE 46432F388 3,797,700 35,609 SH SOLE 35,609 0 0
ISHARES TR PFD AND INCM SEC 464288687 477,237 15,530 SH SOLE 15,530 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 1,106,955 5,549 SH SOLE 5,549 0 0
ISHARES TR S&P 500 VAL ETF 464287408 942,973 4,948 SH SOLE 4,948 0 0
ISHARES TR S&P SML 600 GWT 464287887 845,604 6,792 SH SOLE 6,792 0 0
ISHARES TR SHORT TREAS BD 464288679 4,610,379 41,738 SH SOLE 41,738 0 0
ISHARES TR TIPS BD ETF 464287176 598,442 5,387 SH SOLE 5,387 0 0
JOHNSON & JOHNSON COM 478160104 3,592,695 21,664 SH SOLE 21,664 0 0
JPMORGAN CHASE & CO. COM 46625H100 14,150,997 57,689 SH SOLE 57,689 0 0
LPL FINL HLDGS INC COM 50212V100 787,099 2,406 SH SOLE 2,406 0 0
LULULEMON ATHLETICA INC COM 550021109 1,586,834 5,606 SH SOLE 5,606 0 0
MARVELL TECHNOLOGY INC COM 573874104 712,180 11,567 SH SOLE 11,567 0 0
MASTERCARD INCORPORATED CL A 57636Q104 12,501,491 22,808 SH SOLE 22,808 0 0
MCDONALDS CORP COM 580135101 8,841,800 28,306 SH SOLE 28,306 0 0
MEDTRONIC PLC SHS G5960L103 2,122,044 23,615 SH SOLE 23,615 0 0
META PLATFORMS INC CL A 30303M102 7,364,152 12,777 SH SOLE 12,777 0 0
MICROSOFT CORP COM 594918104 21,650,587 57,557 SH SOLE 57,557 0 0
MSCI INC COM 55354G100 8,640,849 15,280 SH SOLE 15,280 0 0
NATERA INC COM 632307104 1,859,966 13,153 SH SOLE 13,153 0 0
NETFLIX INC COM 64110L106 7,511,529 8,055 SH SOLE 8,055 0 0
NEXTERA ENERGY INC COM 65339F101 1,079,584 15,229 SH SOLE 15,229 0 0
NIKE INC CL B 654106103 2,477,751 39,032 SH SOLE 39,032 0 0
NORFOLK SOUTHN CORP COM 655844108 1,854,662 7,831 SH SOLE 7,831 0 0
NVIDIA CORPORATION COM 67066G104 14,464,559 133,462 SH SOLE 133,462 0 0
OTIS WORLDWIDE CORP COM 68902V107 4,582,596 44,405 SH SOLE 44,405 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 6,000,334 71,094 SH SOLE 71,094 0 0
PEPSICO INC COM 713448108 4,702,448 31,362 SH SOLE 31,362 0 0
PULTE GROUP INC COM 745867101 1,456,511 14,168 SH SOLE 14,168 0 0
PURE STORAGE INC CL A 74624M102 1,192,944 26,947 SH SOLE 26,947 0 0
QUALCOMM INC COM 747525103 5,870,360 38,216 SH SOLE 38,216 0 0
QUANTA SVCS INC COM 74762E102 2,602,803 10,240 SH SOLE 10,240 0 0
REDDIT INC CL A 75734B100 779,197 7,428 SH SOLE 7,428 0 0
ROCKWELL AUTOMATION INC COM 773903109 1,964,722 7,604 SH SOLE 7,604 0 0
S&P GLOBAL INC COM 78409V104 5,875,485 11,564 SH SOLE 11,564 0 0
SERVICENOW INC COM 81762P102 5,420,121 6,808 SH SOLE 6,808 0 0
SPDR GOLD TR GOLD SHS 78463V107 243,478 845 SH SOLE 845 0 0
SPDR INDEX SHS FDS S&P GBLINF ETF 78463X855 711,260 11,472 SH SOLE 11,472 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 427,933 765 SH SOLE 765 0 0
SPDR SER TR BBG CONV SEC ETF 78464A359 2,300,209 30,021 SH SOLE 30,021 0 0
SPDR SER TR NUVEEN BLMBRG MU 78468R721 1,577,901 35,010 SH SOLE 35,010 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 2,172,068 3,949 SH SOLE 3,949 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2,661,146 16,031 SH SOLE 16,031 0 0
TC ENERGY CORP COM 87807B107 1,212,636 25,686 SH SOLE 25,686 0 0
TESLA INC COM 88160R101 2,016,643 7,754 SH SOLE 7,754 0 0
TEXAS INSTRS INC COM 882508104 1,689,180 9,400 SH SOLE 9,400 0 0
THE TRADE DESK INC COM CL A 88339J105 1,781,683 32,560 SH SOLE 32,560 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,056,611 10,162 SH SOLE 10,162 0 0
THOMSON REUTERS CORP COM 884903808 2,935,569 16,990 SH SOLE 16,990 0 0
TJX COS INC NEW COM 872540109 2,017,373 16,563 SH SOLE 16,563 0 0
TRADEWEB MKTS INC CL A 892672106 2,622,546 17,665 SH SOLE 17,665 0 0
TREX CO INC COM 89531P105 3,510,809 60,427 SH SOLE 60,427 0 0
ULTA BEAUTY INC COM 90384S303 5,350,018 14,596 SH SOLE 14,596 0 0
UNION PAC CORP COM 907818108 6,867,974 29,072 SH SOLE 29,072 0 0
UNITEDHEALTH GROUP INC COM 91324P102 9,054,529 17,288 SH SOLE 17,288 0 0
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 258,787 1,405 SH SOLE 1,405 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 530,643 1,431 SH SOLE 1,431 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,469,188 5,346 SH SOLE 5,346 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 740,364 4,286 SH SOLE 4,286 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 3,897,498 55,512 SH SOLE 55,512 0 0
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 3,843,174 82,988 SH SOLE 82,988 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2,340,413 29,648 SH SOLE 29,648 0 0
VEEVA SYS INC CL A COM 922475108 3,311,846 14,298 SH SOLE 14,298 0 0
VERISK ANALYTICS INC COM 92345Y106 9,286,339 31,202 SH SOLE 31,202 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,109,506 24,460 SH SOLE 24,460 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 2,205,493 30,547 SH SOLE 30,547 0 0
WABTEC COM 929740108 2,428,095 13,389 SH SOLE 13,389 0 0
WALMART INC COM 931142103 5,692,175 64,839 SH SOLE 64,839 0 0
WILLIAMS SONOMA INC COM 969904101 765,836 4,844 SH SOLE 4,844 0 0
ZILLOW GROUP INC CL A 98954M101 2,342,574 35,037 SH SOLE 35,037 0 0
ZSCALER INC COM 98980G102 1,817,924 9,162 SH SOLE 9,162 0 0