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 3,712,122 9,595 SH SOLE 0 0 9,595
AFLAC INC COM 001055102 337,472 3,200 SH SOLE 0 0 3,200
ALPHABET INC CAP STK CL A 02079K305 722,543 4,100 SH SOLE 0 0 4,100
ALPHABET INC CAP STK CL C 02079K107 1,419,120 8,000 SH SOLE 0 0 8,000
AMAZON COM INC COM 023135106 7,752,176 35,335 SH SOLE 0 0 35,335
AMERICAN EXPRESS CO COM 025816109 909,093 2,850 SH SOLE 0 0 2,850
AMGEN INC COM 031162100 804,962 2,883 SH SOLE 0 0 2,883
ANALOG DEVICES INC COM 032654105 1,737,070 7,298 SH SOLE 0 0 7,298
APPLE INC COM 037833100 3,460,192 16,865 SH SOLE 0 0 16,865
APPLIED MATLS INC COM 038222105 2,466,127 13,471 SH SOLE 0 0 13,471
APPLOVIN CORP COM CL A 03831W108 1,522,848 4,350 SH SOLE 0 0 4,350
ASML HOLDING N V N Y REGISTRY SHS N07059210 4,511,826 5,630 SH SOLE 0 0 5,630
ASTRAZENECA PLC SPONSORED ADR 046353108 248,074 3,550 SH SOLE 0 0 3,550
BANCO BBVA ARGENTINA S A SPONSORED ADS 058934100 395,040 24,000 SH SOLE 0 0 24,000
BANCO MACRO SA SPON ADR B 05961W105 551,148 7,850 SH SOLE 0 0 7,850
BERKSHIRE HATHAWAY INC DEL CL A 084670108 728,800 1 SH SOLE 0 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 291,462 600 SH SOLE 0 0 600
BHP GROUP LTD SPONSORED ADS 088606108 430,744 8,957 SH SOLE 0 0 8,957
BIO-TECHNE CORP COM 09073M104 897,031 17,435 SH SOLE 0 0 17,435
BLOCK INC CL A 852234103 1,553,899 22,875 SH SOLE 0 0 22,875
BOEING CO COM 097023105 3,870,019 18,470 SH SOLE 0 0 18,470
CHECK POINT SOFTWARE TECH LT ORD M22465104 221,250 1,000 SH SOLE 0 0 1,000
CHUBB LIMITED COM H1467J104 507,010 1,750 SH SOLE 0 0 1,750
CYBERARK SOFTWARE LTD SHS M2682V108 1,139,264 2,800 SH SOLE 0 0 2,800
D R HORTON INC COM 23331A109 825,088 6,400 SH SOLE 0 0 6,400
DISNEY WALT CO COM 254687106 8,466,907 68,276 SH SOLE 0 0 68,276
EBAY INC. COM 278642103 413,253 5,550 SH SOLE 0 0 5,550
ELBIT SYS LTD ORD M3760D101 6,666,085 14,830 SH SOLE 0 0 14,830
FIDELITY NATIONAL FINANCIAL COM SHS 31620R303 1,722,724 30,730 SH SOLE 0 0 30,730
FIDELITY NATL INFORMATION SV COM 31620M106 1,253,714 15,400 SH SOLE 0 0 15,400
FISERV INC COM 337738108 9,994,090 57,967 SH SOLE 0 0 57,967
FIVERR INTL LTD ORD SHS M4R82T106 580,734 19,800 SH SOLE 0 0 19,800
FORTUNE BRANDS INNOVATIONS I COM 34964C106 592,020 11,500 SH SOLE 0 0 11,500
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 209,618 2,830 SH SOLE 0 0 2,830
GENEDX HOLDINGS CORP COM CL A 81663L200 5,593,986 60,600 SH SOLE 0 0 60,600
GENERAL DYNAMICS CORP COM 369550108 729,150 2,500 SH SOLE 0 0 2,500
GRUPO SUPERVIELLE S.A. SPONSORED ADR 40054A108 303,351 28,645 SH SOLE 0 0 28,645
HOVNANIAN ENTERPRISES INC CL A NEW 442487401 203,872 1,950 SH SOLE 0 0 1,950
IDEXX LABS INC COM 45168D104 3,429,894 6,395 SH SOLE 0 0 6,395
INTERNATIONAL BUSINESS MACHS COM 459200101 997,536 3,384 SH SOLE 0 0 3,384
INTUIT COM 461202103 5,435,285 6,901 SH SOLE 0 0 6,901
JOHNSON & JOHNSON COM 478160104 348,576 2,282 SH SOLE 0 0 2,282
JPMORGAN CHASE & CO. COM 46625H100 1,559,136 5,378 SH SOLE 0 0 5,378
KLA CORP COM NEW 482480100 895,740 1,000 SH SOLE 0 0 1,000
LAM RESEARCH CORP COM NEW 512807306 581,412 5,973 SH SOLE 0 0 5,973
MASTERCARD INCORPORATED CL A 57636Q104 1,388,554 2,471 SH SOLE 0 0 2,471
MEDTRONIC PLC SHS G5960L103 248,958 2,856 SH SOLE 0 0 2,856
MERCADOLIBRE INC COM 58733R102 5,190,669 1,986 SH SOLE 0 0 1,986
MERCK & CO INC COM 58933Y105 715,606 9,040 SH SOLE 0 0 9,040
META PLATFORMS INC CL A 30303M102 3,893,425 5,275 SH SOLE 0 0 5,275
MICROSOFT CORP COM 594918104 7,535,762 15,150 SH SOLE 0 0 15,150
MONDAY COM LTD SHS M7S64H106 754,752 2,400 SH SOLE 0 0 2,400
MOOG INC CL A 615394202 2,278,412 12,590 SH SOLE 0 0 12,590
NATERA INC COM 632307104 591,290 3,500 SH SOLE 0 0 3,500
NETFLIX INC COM 64110L106 4,300,777 3,212 SH SOLE 0 0 3,212
NORTHROP GRUMMAN CORP COM 666807102 3,095,376 6,191 SH SOLE 0 0 6,191
NVIDIA CORPORATION COM 67066G104 3,917,520 24,796 SH SOLE 0 0 24,796
OKTA INC CL A 679295105 953,714 9,540 SH SOLE 0 0 9,540
ON SEMICONDUCTOR CORP COM 682189105 322,322 6,150 SH SOLE 0 0 6,150
ORACLE CORP COM 68389X105 3,672,214 16,796 SH SOLE 0 0 16,796
PALANTIR TECHNOLOGIES INC CL A 69608A108 6,195,744 45,450 SH SOLE 0 0 45,450
PALO ALTO NETWORKS INC COM 697435105 5,729,920 28,000 SH SOLE 0 0 28,000
PAYPAL HLDGS INC COM 70450Y103 419,908 5,650 SH SOLE 0 0 5,650
PULTE GROUP INC COM 745867101 413,403 3,920 SH SOLE 0 0 3,920
RIO TINTO PLC SPONSORED ADR 767204100 312,066 5,350 SH SOLE 0 0 5,350
RTX CORPORATION COM 75513E101 3,868,497 26,493 SH SOLE 0 0 26,493
RUBRIK INC. CL A 781154109 815,269 9,100 SH SOLE 0 0 9,100
SALESFORCE INC COM 79466L302 1,482,616 5,437 SH SOLE 0 0 5,437
SAMSARA INC COM CL A 79589L106 397,800 10,000 SH SOLE 0 0 10,000
SCHWAB CHARLES CORP COM 808513105 6,082,058 66,660 SH SOLE 0 0 66,660
SHOPIFY INC CL A SUB VTG SHS 82509L107 3,011,788 26,110 SH SOLE 0 0 26,110
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 2,724,120 32,900 SH SOLE 0 0 32,900
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2,045,205 9,030 SH SOLE 0 0 9,030
TAT TECHNOLOGIES LTD ORD NEW M8740S227 397,020 13,000 SH SOLE 0 0 13,000
TEXAS INSTRS INC COM 882508104 207,620 1,000 SH SOLE 0 0 1,000
THERMO FISHER SCIENTIFIC INC COM 883556102 3,376,922 8,329 SH SOLE 0 0 8,329
TRANE TECHNOLOGIES PLC SHS G8994E103 1,442,578 3,298 SH SOLE 0 0 3,298
TRANSDIGM GROUP INC COM 893641100 9,925,217 6,527 SH SOLE 0 0 6,527
TRAVELERS COMPANIES INC COM 89417E109 368,938 1,379 SH SOLE 0 0 1,379
TWILIO INC CL A 90138F102 994,880 8,000 SH SOLE 0 0 8,000
TYLER TECHNOLOGIES INC COM 902252105 5,482,392 9,248 SH SOLE 0 0 9,248
ULTA BEAUTY INC COM 90384S303 1,653,744 3,535 SH SOLE 0 0 3,535
VANGUARD INDEX FDS TOTAL STK MKT 922908769 4,315,502 14,199 SH SOLE 0 0 14,199
VEEVA SYS INC CL A COM 922475108 5,804,237 20,155 SH SOLE 0 0 20,155
VERACYTE INC COM 92337F107 296,681 10,976 SH SOLE 0 0 10,976
VERTEX PHARMACEUTICALS INC COM 92532F100 822,730 1,848 SH SOLE 0 0 1,848
VISA INC COM CL A 92826C839 1,704,240 4,800 SH SOLE 0 0 4,800
VISTRA CORP COM 92840M102 1,608,623 8,300 SH SOLE 0 0 8,300
VSE CORP COM 918284100 7,623,560 58,204 SH SOLE 0 0 58,204
WALMART INC COM 931142103 733,350 7,500 SH SOLE 0 0 7,500
WILLIS TOWERS WATSON PLC LTD SHS G96629103 648,248 2,115 SH SOLE 0 0 2,115
ZIMMER BIOMET HOLDINGS INC COM 98956P102 808,121 8,860 SH SOLE 0 0 8,860
ZOETIS INC CL A 98978V103 1,021,472 6,550 SH SOLE 0 0 6,550
ZSCALER INC COM 98980G102 1,255,760 4,000 SH SOLE 0 0 4,000