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
Adobe Inc COM 00724F101 358,108 979 SH SOLE 979 0 0
Alphabet Inc CL A COM 02079K305 480,082 2,594 SH SOLE 2,594 0 0
Alphabet Inc CL C COM 02079K107 18,029,709 96,965 SH SOLE 96,965 0 0
Amazon.com Inc COM 023135106 19,876,374 87,898 SH SOLE 87,898 0 0
Apple Inc COM 037833100 29,181,276 138,182 SH SOLE 138,182 0 0
AppLovin Corporation COM 03831w108 3,174,811 8,711 SH SOLE 8,711 0 0
Arista Networks Inc. COM 040413205 8,168,659 73,078 SH SOLE 73,078 0 0
Automatic Data Processing COM 053015103 482,864 1,600 SH SOLE 1,600 0 0
Broadcom LTD COM 11135f101 23,519,371 83,008 SH SOLE 83,008 0 0
Cava Group Inc. COM 148929102 220,534 2,525 SH SOLE 2,525 0 0
Chipotle Mexican Grill Inc COM 169656105 4,737,373 87,843 SH SOLE 87,843 0 0
Copart Inc. COM 217204106 300,111 6,527 SH SOLE 6,527 0 0
Costco Wholesale COM 22160K105 6,484,894 6,819 SH SOLE 6,819 0 0
Crowdstrike Holdings Inc. COM 22788c105 8,398,790 17,646 SH SOLE 17,646 0 0
Eli Lilly & Co COM 532457108 5,428,711 7,035 SH SOLE 7,035 0 0
Emcor Group Inc COM 29084q100 9,333,437 16,503 SH SOLE 16,503 0 0
IntercontinentalExchange Group COM 45866f104 5,536,325 30,635 SH SOLE 30,635 0 0
Intuitive Surgical Inc COM 46120e602 4,028,122 7,767 SH SOLE 7,767 0 0
iShares Core S&P U.S. Growth E COM 464287671 854,995 5,570 SH SOLE 5,570 0 0
Meta Platforms Inc. COM 30303m102 18,531,720 26,313 SH SOLE 26,313 0 0
Mettler-Toledo Int'l COM 592688105 313,051 262 SH SOLE 262 0 0
Microsoft Corp COM 594918104 36,256,448 71,084 SH SOLE 71,084 0 0
Netflix COM 64110l106 4,556,416 3,768 SH SOLE 3,768 0 0
Nvidia Corp COM 67066g104 49,967,428 289,817 SH SOLE 289,817 0 0
Palantir Technologies Inc-A COM 69608a108 6,846,838 44,599 SH SOLE 44,599 0 0
Progressive COM 743315103 2,720,613 11,041 SH SOLE 11,041 0 0
S & P Global Inc. COM 78409v104 216,045 412 SH SOLE 412 0 0
ServiceNow Inc. COM 81762p102 7,801,852 8,098 SH SOLE 8,098 0 0
Thermo Fisher Scientific Inc COM 883556102 299,450 722 SH SOLE 722 0 0
Vertiv Holdings Co A COM 92537n108 5,716,584 44,294 SH SOLE 44,294 0 0
Visa Inc COM 92826c839 10,836,031 31,044 SH SOLE 31,044 0 0
Zscaler Inc. COM 98980g102 5,274,914 18,270 SH SOLE 18,270 0 0
Airbus SE - Unsp ADR COM 009279100 2,466,005 45,743 SH SOLE 45,743 0 0
Amer Sports Inc COM g0260p102 2,284,695 59,389 SH SOLE 59,389 0 0
Aon PLC COM g0403h108 2,146,631 6,028 SH SOLE 6,028 0 0
Celestica Inc. COM 15101q207 3,282,300 20,499 SH SOLE 20,499 0 0
CRH Public Limited COM g25508105 2,897,612 30,806 SH SOLE 30,806 0 0
Embraer SA ADR COM 29082a107 2,028,202 41,140 SH SOLE 41,140 0 0
ICICI Bank Ltd - Spon Adr COM 45104g104 2,584,137 77,812 SH SOLE 77,812 0 0
Linde PLC COM g54950103 2,292,964 4,931 SH SOLE 4,931 0 0
Mercadolibre COM 58733R102 3,026,617 1,254 SH SOLE 1,254 0 0
On Holding AG Class A COM h5919c104 1,883,316 35,454 SH SOLE 35,454 0 0
Schneider Electric COM 80687p106 2,751,251 50,187 SH SOLE 50,187 0 0
Sea Ltd ADR COM 81141r100 3,812,095 22,617 SH SOLE 22,617 0 0
Shell PLC ADR COM 780259305 2,676,192 38,079 SH SOLE 38,079 0 0
Spotify Technology SA COM l8681t102 2,513,465 3,614 SH SOLE 3,614 0 0
Taiwan Semiconductor Mfg COM 874039100 7,056,702 29,354 SH SOLE 29,354 0 0
UBS AG-Reg COM H42097107 3,475,318 96,483 SH SOLE 96,483 0 0
United Overseas Bank COM 911271302 2,484,058 43,126 SH SOLE 43,126 0 0
Zurich Insurance Group-ADR COM 989825104 3,212,666 92,318 SH SOLE 92,318 0 0
Advanced Micro Devices COM 007903107 4,059,604 25,859 SH SOLE 25,859 0 0
Amphenol Corp CL A COM 032095101 4,514,408 43,685 SH SOLE 43,685 0 0
Berkshire Hathaway COM 084670702 10,117,525 21,354 SH SOLE 21,354 0 0
Brown & Brown Inc COM 115236101 3,416,959 32,906 SH SOLE 32,906 0 0
Chevron Corp. COM 166764100 225,060 1,500 SH SOLE 1,500 0 0
Cinemark Holdings Inc COM 17243v102 2,335,794 77,293 SH SOLE 77,293 0 0
Conoco Phillips COM 20825c104 4,187,215 45,692 SH SOLE 45,692 0 0
Constellation Energy Corp COM 21037t109 5,727,062 17,818 SH SOLE 17,818 0 0
Corcept Therapeutics Inc. COM 218352102 3,938,611 55,583 SH SOLE 55,583 0 0
D.R. Horton Inc. COM 23331a109 1,755,708 13,321 SH SOLE 13,321 0 0
Dell Technologies Inc. COM 24703l202 6,009,480 45,790 SH SOLE 45,790 0 0
EQT Corp COM 26884l109 2,852,840 48,198 SH SOLE 48,198 0 0
Goldman Sachs Group, Inc. COM 38141g104 7,382,902 10,424 SH SOLE 10,424 0 0
HCA Healthcare Inc. COM 40412c101 5,874,700 16,268 SH SOLE 16,268 0 0
Home Depot COM 437076102 5,347,513 14,879 SH SOLE 14,879 0 0
Honeywell Int'l Inc COM 438516106 238,196 1,007 SH SOLE 1,007 0 0
Intl Business Machines Corp COM 459200101 2,963,900 10,368 SH SOLE 10,368 0 0
JP Morgan Chase COM 46625h100 17,011,624 58,405 SH SOLE 58,405 0 0
Kroger Co COM 501044101 3,082,906 43,184 SH SOLE 43,184 0 0
Loar Holdings Inc. COM 53947r105 4,216,349 55,369 SH SOLE 55,369 0 0
Martin Marietta COM 573284106 5,861,621 10,374 SH SOLE 10,374 0 0
Mastercard Inc-Cl A COM 57636Q104 8,153,946 14,754 SH SOLE 14,754 0 0
Nextera Energy Inc COM 65339f101 2,401,387 31,618 SH SOLE 31,618 0 0
O'Reilly Automotive COM 67103h107 5,572,534 60,348 SH SOLE 60,348 0 0
Occidental Petro COM 674599105 2,101,350 48,174 SH SOLE 48,174 0 0
Procter & Gamble Co COM 742718109 219,467 1,415 SH SOLE 1,415 0 0
Raytheon Tech Corp COM 75513e101 505,101 3,334 SH SOLE 3,334 0 0
Ross Stores Inc COM 778296103 2,819,698 21,700 SH SOLE 21,700 0 0
SS&C Technologies Holdings COM 78467j100 4,565,113 54,731 SH SOLE 54,731 0 0
Super Micro Computer Inc. COM 86800u302 3,995,712 77,182 SH SOLE 77,182 0 0
The Trade Desk Inc COM 88339j105 3,750,780 46,762 SH SOLE 46,762 0 0
Toll Brothers Inc COM 889478103 1,786,817 15,285 SH SOLE 15,285 0 0
United Rentals Inc. COM 911363109 6,749,642 8,353 SH SOLE 8,353 0 0
Veeva Systems Inc. COM 922475108 3,454,947 12,239 SH SOLE 12,239 0 0
Vistra Corp COM 92840m102 8,267,583 42,835 SH SOLE 42,835 0 0
Wal-Mart Stores COM 931142103 7,002,872 73,676 SH SOLE 73,676 0 0
Waste Management COM 94106l109 4,525,326 19,907 SH SOLE 19,907 0 0
Williams Cos Inc COM 969457100 2,789,272 46,997 SH SOLE 46,997 0 0
Dimensional US Target Value COM 25434v609 334,093 6,036 SH SOLE 6,036 0 0
iShares Core Intl Stock ETF COM 46432f834 629,339 8,131 SH SOLE 8,131 0 0
iShares Core MSCI EAFE ETF COM 46432f842 660,232 7,997 SH SOLE 7,997 0 0
iShares Core S&P 500 Index ETF COM 464287200 5,110,319 8,103 SH SOLE 8,103 0 0
iShares Core S&P Mid Cap ETF COM 464287507 556,481 8,769 SH SOLE 8,769 0 0
iShares Core S&P SmallCap ETF COM 464287804 393,782 3,520 SH SOLE 3,520 0 0
Schwab U S Large Cap ETF COM 808524201 2,293,097 92,240 SH SOLE 92,240 0 0
Schwab U S Mid Cap ETF COM 808524508 364,936 12,689 SH SOLE 12,689 0 0
Schwab U S Small Cap ETF COM 808524607 211,170 8,097 SH SOLE 8,097 0 0
SPDR MSCI ACWI ETF COM 78463x848 331,118 10,157 SH SOLE 10,157 0 0
Vanguard FTSE Developed Market COM 921943858 425,876 7,519 SH SOLE 7,519 0 0
Vanguard Large-Cap ETF COM 922908637 462,056 1,595 SH SOLE 1,595 0 0
Vanguard Mega Cap Growth ETF COM 921910816 358,492 957 SH SOLE 957 0 0
Vanguard Mid-Cap ETF COM 922908629 973,811 3,420 SH SOLE 3,420 0 0
Innovator S&P 500 Power Buffer COM 45782c680 276,602 6,754 SH SOLE 6,754 0 0
Innovator S&P 500 Power Buffer COM 45782c813 200,881 4,551 SH SOLE 4,551 0 0
Innovator S&P 500 Power Buffer COM 45782c656 275,884 6,680 SH SOLE 6,680 0 0
Innovator S&P 500 Power Buffer COM 45782c573 231,090 5,799 SH SOLE 5,799 0 0
Innovator S&P 500 Power Buffer COM 45782c797 235,777 5,652 SH SOLE 5,652 0 0