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
ACUITY, INC. COM 00508Y102 16,849,348 56,477 SH SOLE 0 56,477 0 0
ADOBE SYSTEMS COM 00724F101 1,308,041 3,381 SH SOLE 0 3,381 0 0
AFFIRM HOLDINGS - CL A. COM 00827B106 1,652,653 23,903 SH SOLE 0 23,903 0 0
ALPHABET INC - CL C COM 02079K107 248,346 1,400 SH SOLE 0 1,400 0 0
ALPHABET INC. CLASS A COM 02079K305 1,890,948 10,730 SH SOLE 0 10,730 0 0
AMAZON COM 023135106 1,469,913 6,700 SH SOLE 0 6,700 0 0
AMPLIFY CYBERSECURITY ETF COM 032108664 2,275,850 26,350 SH SOLE 0 26,350 0 0
APPLE, INC. COM 037833100 618,588 3,015 SH SOLE 0 3,015 0 0
ARCH CAPITAL GROUP LTD COM G0450A105 1,926,436 21,158 SH SOLE 0 21,158 0 0
AT&T COM 00206R102 253,804 8,770 SH SOLE 0 8,770 0 0
ATLAS ENERGY SOLUTIONS, INC. COM 642045108 14,887,963 1,113,535 SH SOLE 0 1,113,535 0 0
AURORA INNOVATION, INC. COM 051774107 298,680 57,000 SH SOLE 0 57,000 0 0
AVEPOINT, INC. COM 053604104 14,288,048 739,930 SH SOLE 0 739,930 0 0
AXON ENTERPRISE, INC. COM 05464C101 30,969,924 37,406 SH SOLE 0 37,406 0 0
BERKSHIRE HATHAWAY A COM 084670108 16,033,600 22 SH SOLE 0 22 0 0
BERKSHIRE HATHAWAY B COM 084670702 3,655,905 7,526 SH SOLE 0 7,526 0 0
BIO-TECHNE CORP COM 09073M104 975,904 18,968 SH SOLE 0 18,968 0 0
BROADCOM INC COM 11135F101 854,515 3,100 SH SOLE 0 3,100 0 0
CARDINAL HEALTH COM 14149Y108 2,028,768 12,076 SH SOLE 0 12,076 0 0
CAVCO INDUSTRIES, INC. COM 149568107 23,881,920 54,973 SH SOLE 0 54,973 0 0
CELLEBRITE DI LTD/ISRAEL COM M2197Q107 20,250,720 1,265,670 SH SOLE 0 1,265,670 0 0
CHEVRON CORPORATION COM 166764100 428,997 2,996 SH SOLE 0 2,996 0 0
CLEARWATER ANALYTICS HDS - CL A COM 185123106 20,075,687 915,444 SH SOLE 0 915,444 0 0
COCA-COLA CO COM 191216100 712,806 10,075 SH SOLE 0 10,075 0 0
COPART INC COM 217204106 21,275,574 433,576 SH SOLE 0 433,576 0 0
CORNING INC COM 219350105 322,692 6,136 SH SOLE 0 6,136 0 0
COSTAR GROUP INC COM 22160N109 23,404,681 291,103 SH SOLE 0 291,103 0 0
CYBERARK SOFTWARE LTD/ISRAEL COM M2682V108 19,205,957 47,203 SH SOLE 0 47,203 0 0
DANAHER CORPORATION COM 235851102 1,204,599 6,098 SH SOLE 0 6,098 0 0
DELL TECHNOLOGIES - CLASS C COM 24703L202 797,268 6,503 SH SOLE 0 6,503 0 0
ELI LILLY & COMPANY COM 532457108 261,922 336 SH SOLE 0 336 0 0
ENERGY TRANSFER LP COM 29273V100 4,184,458 230,803 SH SOLE 0 230,803 0 0
ENTERPRISE PRODUCTS PARTNERS COM 293792107 5,165,336 166,570 SH SOLE 0 166,570 0 0
EQUIFAX, INC. COM 294429105 1,417,716 5,466 SH SOLE 0 5,466 0 0
EQUINIX INC COM 29444U700 19,567,767 24,599 SH SOLE 0 24,599 0 0
EXXON MOBIL CORP COM 30231G102 1,987,401 18,436 SH SOLE 0 18,436 0 0
FACEBOOK INC - A COM 30303M102 4,432,230 6,005 SH SOLE 0 6,005 0 0
FRANCO-NEVADA CORP COM 351858105 22,633,746 138,078 SH SOLE 0 138,078 0 0
FRANKLIN SENIOR LOAN ETF COM 35473P595 11,322,291 467,284 SH SOLE 0 467,284 0 0
FURY GOLD MINES LTD COM 36117T100 1,788,507 3,650,015 SH SOLE 0 3,650,015 0 0
GAMCO GLOBAL GOLD NATURAL RESOURCES AND INCOME TRU COM 36465A109 640,940 146,000 SH SOLE 0 146,000 0 0
GENEDX HOLDINGS - CL A. COM 81663L200 15,833,565 171,526 SH SOLE 0 171,526 0 0
GLOBAL X NASDAQ 100 COVERED CALL ETF COM 37954Y483 167,200 10,000 SH SOLE 0 10,000 0 0
GLOBALSTAR INC. COM 378973507 31,971,904 1,357,618 SH SOLE 0 1,357,618 0 0
GOOSEHEAD INSURANCE INC-CL A COM 38267D109 2,918,196 27,658 SH SOLE 0 27,658 0 0
HEALTHEQUITY, INC. COM 42226A107 29,270,363 279,404 SH SOLE 0 279,404 0 0
INCYTE CORP COM 45337C102 9,969,840 146,400 SH SOLE 0 146,400 0 0
INTERNATIONAL BUSINESS MACHINES CORP COM 459200101 352,557 1,196 SH SOLE 0 1,196 0 0
INTUITIVE SURGICAL, INC. COM 46120E602 2,054,633 3,781 SH SOLE 0 3,781 0 0
ISHARES BITCOIN TRUST COM 46438F101 214,235 3,500 SH SOLE 0 3,500 0 0
ISHARES CHINA LARGE-CAP ETF COM 464287184 3,994,489 108,664 SH SOLE 0 108,664 0 0
ISHARES CORE MSCI EUROPE ETF COM 46434V738 6,749,686 101,959 SH SOLE 0 101,959 0 0
ISHARES GOLD TRUST COM 464285204 258,046 4,138 SH SOLE 0 4,138 0 0
ISHARES MSCI BRAZIL COM 464286400 3,785,120 131,200 SH SOLE 0 131,200 0 0
ISHARES MSCI MEXICO ETF COM 464286822 3,390,633 55,988 SH SOLE 0 55,988 0 0
ISHARES RUSSELL 1000 GROWTH INDEX FUND COM 464287614 297,631 701 SH SOLE 0 701 0 0
JFROG LTD COM M6191J100 14,032,736 319,798 SH SOLE 0 319,798 0 0
JOBY AVIATION - CLASS A COM G65163100 211,000 20,000 SH SOLE 0 20,000 0 0
JOHNSON & JOHNSON COM 478160104 259,675 1,700 SH SOLE 0 1,700 0 0
KINDER MORGAN HOLDCO LLC COM 49456B101 1,942,928 66,086 SH SOLE 0 66,086 0 0
KINSALE CAPITAL GROUP INC. COM 49714P108 19,418,907 40,130 SH SOLE 0 40,130 0 0
LIGAND PHARMACEUTICALS - CL B COM 53220K504 34,391,269 302,527 SH SOLE 0 302,527 0 0
MARKETAXESS HOLDINGS INC COM 57060D108 1,735,575 7,771 SH SOLE 0 7,771 0 0
MEDTRONIC INC. COM G5960L103 1,466,548 16,824 SH SOLE 0 16,824 0 0
MERCADO LIBRE COM 58733R102 2,820,107 1,079 SH SOLE 0 1,079 0 0
MERCK & CO COM 58933Y105 1,453,536 18,362 SH SOLE 0 18,362 0 0
MICROSOFT CORPORATION COM 594918104 8,960,841 18,015 SH SOLE 0 18,015 0 0
MILLER INDUSTRIES RSUS COM 600551204 405,475 9,120 SH SOLE 0 9,120 0 0
MORGAN STANLEY COM 617446448 376,096 2,670 SH SOLE 0 2,670 0 0
MORNINGSTAR INC COM 617700109 1,902,102 6,059 SH SOLE 0 6,059 0 0
NCINO, INC. COM 63947X101 10,324,846 369,140 SH SOLE 0 369,140 0 0
NV5 GLOBAL, INC. COM 62945V109 1,787,397 77,410 SH SOLE 0 77,410 0 0
ODDITY TECH, LTD. - CL A COM M7518J104 42,637,078 564,954 SH SOLE 0 564,954 0 0
POWERFLEET, INC. COM 73931J109 344,800 80,000 SH SOLE 0 80,000 0 0
PROGRESSIVE CORP/THE COM 743315103 660,212 2,474 SH SOLE 0 2,474 0 0
PURE STORAGE COM 74624M102 1,186,666 20,609 SH SOLE 0 20,609 0 0
RED VIOLET INC COM 75704L104 29,200,889 593,514 SH SOLE 0 593,514 0 0
REPOSITRAK, INC. COM 700215304 15,565,826 792,154 SH SOLE 0 792,154 0 0
ROBLOX CORP. - CL A COM 771049103 548,092 5,210 SH SOLE 0 5,210 0 0
ROPER TECHNOLOGIES, INC COM 776696106 4,083,515 7,204 SH SOLE 0 7,204 0 0
S&P GLOBAL INC. COM 78409V104 2,312,694 4,386 SH SOLE 0 4,386 0 0
SENTINELONE, INC. - CLASS A COM 81730H109 15,460,182 845,743 SH SOLE 0 845,743 0 0
SHOPIFY, INC. - CLASS A COM 82509L107 415,260 3,600 SH SOLE 0 3,600 0 0
SKYWARD SPECIALTY INSURANCE GROUP COM 830940102 23,464,589 406,032 SH SOLE 0 406,032 0 0
SPDR EURO STOXX 50 FUND COM 78463X202 7,486,439 125,338 SH SOLE 0 125,338 0 0
SPDR S&P 500 ETF TRUST COM 78462F103 6,900,767 11,169 SH SOLE 0 11,169 0 0
STONEX GROUP, INC. COM 861896108 32,940,912 361,432 SH SOLE 0 361,432 0 0
SUPERNUS PHARMACEUTICALS INC. COM 868459108 18,104,205 574,372 SH SOLE 0 574,372 0 0
TERADYNE INC. COM 880770102 995,324 11,069 SH SOLE 0 11,069 0 0
THE TRADE DESK - CL A COM 88339J105 12,385,160 172,040 SH SOLE 0 172,040 0 0
TKO GROUP HOLDINGS, INC. COM 87256C101 2,279,288 12,527 SH SOLE 0 12,527 0 0
TYLER TECHNOLOGIES, INC COM 902252105 19,969,223 33,684 SH SOLE 0 33,684 0 0
UFP TECHNOLOGIES, INC. COM 902673102 17,284,086 70,790 SH SOLE 0 70,790 0 0
UNION PACIFIC CORP COM 907818108 9,512,658 41,345 SH SOLE 0 41,345 0 0
VANECK RARE EARTH & METALS ETF COM 92189H805 2,690,982 66,313 SH SOLE 0 66,313 0 0
VANGUARD REIT ETF COM 922908553 4,113,147 46,184 SH SOLE 0 46,184 0 0
VANGUARD TOTAL STOCK MARKET ETF COM 922908769 28,445,417 93,592 SH SOLE 0 93,592 0 0
VERTEX PHARMACEUTICALS INC. COM 92532F100 3,431,156 7,707 SH SOLE 0 7,707 0 0
VICI PROPERTIES COM 925652109 6,707,776 205,760 SH SOLE 0 205,760 0 0
VICOR CORP COM 925815102 10,499,116 231,462 SH SOLE 0 231,462 0 0
VITESSE ENERGY INC. COM 92852X103 393,865 17,830 SH SOLE 0 17,830 0 0
WAL-MART STORES INC COM 931142103 949,542 9,711 SH SOLE 0 9,711 0 0