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
AAON INC COM PAR $0.004 000360206 418,481 5,674 SH SOLE 0 0 0 5,674
ABBOTT LABS COM 002824100 2,312,295 17,001 SH SOLE 0 0 0 17,001
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,071,607 6,931 SH SOLE 0 0 0 6,931
ACM RESH INC COM CL A 00108J109 444,004 17,143 SH SOLE 0 0 0 17,143
ADMA BIOLOGICS INC COM 000899104 1,653,850 90,821 SH SOLE 0 0 0 90,821
AEROVIRONMENT INC COM 008073108 435,404 1,528 SH SOLE 0 0 0 1,528
AGILYSYS INC COM 00847J105 517,485 4,514 SH SOLE 0 0 0 4,514
ALPHABET INC CAP STK CL A 02079K305 23,296,375 132,193 SH SOLE 0 1,808 0 130,385
ALPHABET INC CAP STK CL C 02079K107 1,295,302 7,302 SH SOLE 0 1,700 0 5,602
AMAZON COM INC COM 023135106 21,581,139 98,369 SH SOLE 0 111 0 98,258
AMER STATES WTR CO COM 029899101 419,449 5,472 SH SOLE 0 0 0 5,472
AMETEK INC COM 031100100 1,373,305 7,589 SH SOLE 0 0 0 7,589
AMPHASTAR PHARMACEUTICALS IN COM 03209R103 262,410 11,429 SH SOLE 0 0 0 11,429
AMPHENOL CORP NEW CL A 032095101 2,376,518 24,066 SH SOLE 0 0 0 24,066
APPLE INC COM 037833100 15,851,091 77,258 SH SOLE 0 2,185 0 75,073
ARCH CAP GROUP LTD ORD G0450A105 1,235,316 13,567 SH SOLE 0 0 0 13,567
ARGAN INC COM 04010E109 690,997 3,134 SH SOLE 0 0 0 3,134
ARISTA NETWORKS INC COM SHS 040413205 20,242,579 197,855 SH SOLE 0 308 0 197,547
ASML HOLDING N V N Y REGISTRY SHS N07059210 2,134,636 2,664 SH SOLE 0 0 0 2,664
AT&T INC COM 00206R102 218,815 7,561 SH SOLE 0 5,795 0 1,766
AXON ENTERPRISE INC COM 05464C101 2,287,598 2,763 SH SOLE 0 0 0 2,763
BADGER METER INC COM 056525108 2,274,175 9,284 SH SOLE 0 0 0 9,284
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23,834,149 49,065 SH SOLE 0 77 0 48,988
BOOKING HOLDINGS INC COM 09857L108 13,043,291 2,253 SH SOLE 0 53 0 2,200
BROWN & BROWN INC COM 115236101 3,018,446 27,225 SH SOLE 0 0 0 27,225
CACTUS INC CL A 127203107 217,977 4,986 SH SOLE 0 0 0 4,986
CALIFORNIA RES CORP COM STOCK 13057Q305 419,974 9,196 SH SOLE 0 0 0 9,196
CAMTEK LTD ORD M20791105 511,926 6,054 SH SOLE 0 0 0 6,054
CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI 14020V108 412,956 11,182 SH SOLE 0 0 0 11,182
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 435,580 11,030 SH SOLE 0 0 0 11,030
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 652,007 16,040 SH SOLE 0 0 0 16,040
CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 14020Y102 209,695 9,320 SH SOLE 0 0 0 9,320
CATALYST PHARMACEUTICALS INC COM 14888U101 506,326 23,333 SH SOLE 0 0 0 23,333
CAVA GROUP INC COM 148929102 910,947 10,815 SH SOLE 0 0 0 10,815
CBOE GLOBAL MKTS INC COM 12503M108 1,671,416 7,167 SH SOLE 0 0 0 7,167
CBRE GROUP INC CL A 12504L109 226,014 1,613 SH SOLE 0 0 0 1,613
CELESTICA INC COM 15101Q207 3,167,940 20,293 SH SOLE 0 0 0 20,293
CHEMED CORP NEW COM 16359R103 1,029,857 2,115 SH SOLE 0 0 0 2,115
CHIPOTLE MEXICAN GRILL INC COM 169656105 23,933,384 426,240 SH SOLE 0 3,050 0 423,190
CINTAS CORP COM 172908105 11,599,186 52,045 SH SOLE 0 0 0 52,045
CLEAR SECURE INC COM CL A 18467V109 1,698,093 61,170 SH SOLE 0 0 0 61,170
CLEARWATER ANALYTICS HLDGS I CL A 185123106 1,439,200 65,627 SH SOLE 0 0 0 65,627
CMS ENERGY CORP COM 125896100 1,308,422 18,886 SH SOLE 0 0 0 18,886
COMFORT SYS USA INC COM 199908104 4,482,261 8,359 SH SOLE 0 0 0 8,359
COPART INC COM 217204106 20,472,809 417,216 SH SOLE 0 818 0 416,398
CORCEPT THERAPEUTICS INC COM 218352102 513,947 7,002 SH SOLE 0 0 0 7,002
COSTCO WHSL CORP NEW COM 22160K105 23,886,975 24,130 SH SOLE 0 48 0 24,082
CROWDSTRIKE HLDGS INC CL A 22788C105 1,802,448 3,539 SH SOLE 0 0 0 3,539
CSW INDUSTRIALS INC COM 126402106 477,881 1,666 SH SOLE 0 0 0 1,666
CUMMINS INC COM 231021106 1,704,638 5,205 SH SOLE 0 0 0 5,205
CYBERARK SOFTWARE LTD SHS M2682V108 318,994 784 SH SOLE 0 0 0 784
DAVE INC CLASS A COM NEW 23834J201 632,106 2,355 SH SOLE 0 0 0 2,355
DECKERS OUTDOOR CORP COM 243537107 1,160,156 11,256 SH SOLE 0 0 0 11,256
DIREXION SHS ETF TR 20YR TRES BEAR 25460G849 5,244,506 141,974 SH SOLE 0 584 0 141,390
DOXIMITY INC CL A 26622P107 3,668,132 59,800 SH SOLE 0 0 0 59,800
DUOLINGO INC CL A COM 26603R106 2,900,071 7,073 SH SOLE 0 0 0 7,073
DYNATRACE INC COM NEW 268150109 1,212,191 21,956 SH SOLE 0 0 0 21,956
E L F BEAUTY INC COM 26856L103 327,526 2,632 SH SOLE 0 0 0 2,632
EMCOR GROUP INC COM 29084Q100 12,675,115 23,697 SH SOLE 0 0 0 23,697
ETHAN ALLEN INTERIORS INC COM 297602104 240,585 8,639 SH SOLE 0 0 0 8,639
EXELIXIS INC COM 30161Q104 1,546,680 35,092 SH SOLE 0 0 0 35,092
EXXON MOBIL CORP COM 30231G102 3,039,583 28,197 SH SOLE 0 7,475 0 20,722
FABRINET SHS G3323L100 1,827,016 6,200 SH SOLE 0 0 0 6,200
FASTENAL CO COM 311900104 2,432,472 57,916 SH SOLE 0 0 0 57,916
FLEXSHARES TR FLEXSHARES ULTRA 33939L886 5,549,680 73,496 SH SOLE 0 177 0 73,319
GE AEROSPACE COM NEW 369604301 417,229 1,621 SH SOLE 0 0 0 1,621
GE VERNOVA INC COM 36828A101 213,777 404 SH SOLE 0 0 0 404
GENEDX HOLDINGS CORP COM CL A 81663L200 440,319 4,770 SH SOLE 0 0 0 4,770
GENERAC HLDGS INC COM 368736104 1,432,530 10,003 SH SOLE 0 0 0 10,003
GRAINGER W W INC COM 384802104 280,865 270 SH SOLE 0 270 0 0
HAMILTON INSURANCE GROUP LTD CL B G42706104 268,758 12,431 SH SOLE 0 0 0 12,431
HARMONY BIOSCIENCES HLDGS IN COM 413197104 431,056 13,641 SH SOLE 0 0 0 13,641
HERSHEY CO COM 427866108 2,122,832 12,792 SH SOLE 0 0 0 12,792
HOME DEPOT INC COM 437076102 2,476,022 6,753 SH SOLE 0 0 0 6,753
INSIGHT ENTERPRISES INC COM 45765U103 410,527 2,973 SH SOLE 0 0 0 2,973
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,058,592 37,152 SH SOLE 0 0 0 37,152
INTERNATIONAL BUSINESS MACHS COM 459200101 323,497 1,097 SH SOLE 0 342 0 755
INTUIT COM 461202103 23,353,357 29,650 SH SOLE 0 26 0 29,624
INTUITIVE SURGICAL INC COM NEW 46120E602 21,726,495 39,982 SH SOLE 0 1,729 0 38,253
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 5,210,810 399,602 SH SOLE 0 960 0 398,642
INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 10,756,878 514,191 SH SOLE 0 1,298 0 512,893
INVESCO EXCHANGE TRADED FD T FINL PFD ETF 46137V621 411,743 29,181 SH SOLE 0 1,095 0 28,086
IRADIMED CORP COM 46266A109 553,463 9,257 SH SOLE 0 0 0 9,257
ISHARES TR CORE S&P500 ETF 464287200 3,619,176 5,829 SH SOLE 0 0 0 5,829
ISHARES TR MBS ETF 464288588 10,013,350 106,650 SH SOLE 0 270 0 106,380
ISHARES TR CORE 1 5 YR USD 46432F859 27,392,778 563,058 SH SOLE 0 1,466 0 561,592
ISHARES TR MSCI EMG MKT ETF 464287234 277,235 5,747 SH SOLE 0 0 0 5,747
ISHARES TR S&P 500 GRWT ETF 464287309 283,728 2,577 SH SOLE 0 0 0 2,577
ISHARES TR S&P 500 VAL ETF 464287408 241,735 1,237 SH SOLE 0 0 0 1,237
ISHARES TR IBOXX HI YD ETF 464288513 3,286,813 40,754 SH SOLE 0 106 0 40,648
ISHARES TR PFD AND INCM SEC 464288687 6,075,726 198,035 SH SOLE 0 0 0 198,035
ISHARES TR CORE S&P US VLU 464287663 425,161 4,493 SH SOLE 0 0 0 4,493
ISHARES TR SP SMCP600VL ETF 464287879 239,168 2,404 SH SOLE 0 0 0 2,404
ISHARES TR CORE S&P US GWT 464287671 1,563,525 10,396 SH SOLE 0 0 0 10,396
ISHARES TR CORE S&P SCP ETF 464287804 271,695 2,486 SH SOLE 0 0 0 2,486
ISHARES TR MSCI ACWI EX US 464288240 1,577,493 25,886 SH SOLE 0 0 0 25,886
ISHARES TR TIPS BD ETF 464287176 17,733,449 161,155 SH SOLE 0 409 0 160,746
JPMORGAN CHASE & CO. COM 46625H100 2,493,113 8,600 SH SOLE 0 150 0 8,450
KINSALE CAP GROUP INC COM 49714P108 1,451,700 3,000 SH SOLE 0 0 0 3,000
LENNAR CORP CL A 526057104 2,785,676 25,185 SH SOLE 0 0 0 25,185
LINDE PLC SHS G54950103 234,121 499 SH SOLE 0 195 0 304
MASTERCARD INCORPORATED CL A 57636Q104 21,550,101 38,349 SH SOLE 0 191 0 38,158
MCGRATH RENTCORP COM 580589109 528,288 4,556 SH SOLE 0 0 0 4,556
MEDPACE HLDGS INC COM 58506Q109 1,338,613 4,265 SH SOLE 0 0 0 4,265
META PLATFORMS INC CL A 30303M102 26,429,807 35,808 SH SOLE 0 745 0 35,063
MICRON TECHNOLOGY INC COM 595112103 2,051,250 16,643 SH SOLE 0 0 0 16,643
MICROSOFT CORP COM 594918104 6,193,767 12,452 SH SOLE 0 1,340 0 11,112
MONOLITHIC PWR SYS INC COM 609839105 1,390,353 1,901 SH SOLE 0 0 0 1,901
MONSTER BEVERAGE CORP NEW COM 61174X109 19,414,804 309,943 SH SOLE 0 5,354 0 304,589
NAPCO SEC TECHNOLOGIES INC COM 630402105 390,835 13,164 SH SOLE 0 0 0 13,164
NETFLIX INC COM 64110L106 1,874,782 1,400 SH SOLE 0 0 0 1,400
NEXTERA ENERGY INC COM 65339F101 2,421,109 34,876 SH SOLE 0 0 0 34,876
NOVO-NORDISK A S ADR 670100205 15,570,793 225,598 SH SOLE 0 2,838 0 222,760
NUVEEN N Y MUN VALUE FD COM 67062M105 113,937 14,049 SH SOLE 0 0 0 14,049
NVIDIA CORPORATION COM 67066G104 38,125,282 241,315 SH SOLE 0 61,660 0 179,655
ODDITY TECH LTD SHS CL A M7518J104 1,914,674 25,370 SH SOLE 0 0 0 25,370
OLD DOMINION FREIGHT LINE IN COM 679580100 1,235,103 7,610 SH SOLE 0 0 0 7,610
ORACLE CORP COM 68389X105 459,998 2,104 SH SOLE 0 1,654 0 450
PACKAGING CORP AMER COM 695156109 2,207,739 11,715 SH SOLE 0 0 0 11,715
PALANTIR TECHNOLOGIES INC CL A 69608A108 2,003,359 14,696 SH SOLE 0 0 0 14,696
PAYPAL HLDGS INC COM 70450Y103 7,428,757 99,956 SH SOLE 0 76 0 99,880
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 4,384,996 43,617 SH SOLE 0 106 0 43,511
POOL CORP COM 73278L105 944,104 3,239 SH SOLE 0 0 0 3,239
POWELL INDS INC COM 739128106 254,645 1,210 SH SOLE 0 0 0 1,210
PROGRESSIVE CORP COM 743315103 23,848,261 89,366 SH SOLE 0 85 0 89,281
PROSHARES TR ULSH 20YRTRE NEW 74347G887 2,412,352 33,283 SH SOLE 0 0 0 33,283
QUALYS INC COM 74758T303 1,326,262 9,283 SH SOLE 0 0 0 9,283
REDDIT INC CL A 75734B100 1,247,021 8,282 SH SOLE 0 0 0 8,282
ROBINHOOD MKTS INC COM CL A 770700102 6,579,474 70,271 SH SOLE 0 0 0 70,271
ROLLINS INC COM 775711104 1,525,710 27,042 SH SOLE 0 0 0 27,042
SAIA INC COM 78709Y105 210,972 770 SH SOLE 0 0 0 770
SAMSARA INC COM CL A 79589L106 1,287,838 32,374 SH SOLE 0 0 0 32,374
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 247,186 4,720 SH SOLE 0 0 0 4,720
SHERWIN WILLIAMS CO COM 824348106 2,444,752 7,120 SH SOLE 0 0 0 7,120
SHOPIFY INC CL A SUB VTG SHS 82509L107 1,631,856 14,147 SH SOLE 0 0 0 14,147
SIMON PPTY GROUP INC NEW COM 828806109 2,045,993 12,727 SH SOLE 0 0 0 12,727
SKYWARD SPECIALTY INS GROUP COM 830940102 553,975 9,586 SH SOLE 0 0 0 9,586
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 646,874 1,468 SH SOLE 0 0 0 1,468
SPDR S&P 500 ETF TR TR UNIT 78462F103 928,276 1,502 SH SOLE 0 0 0 1,502
SPDR SERIES TRUST BLOOMBERG 1-3 MO 78468R663 4,304,810 46,929 SH SOLE 0 122 0 46,807
SPDR SERIES TRUST BBG CONV SEC ETF 78464A359 3,576,438 43,267 SH SOLE 0 121 0 43,146
SPOTIFY TECHNOLOGY S A SHS L8681T102 29,016,451 37,814 SH SOLE 0 11 0 37,803
SPROUTS FMRS MKT INC COM 85208M102 1,335,066 8,109 SH SOLE 0 0 0 8,109
SPX TECHNOLOGIES INC COM 78473E103 272,480 1,625 SH SOLE 0 0 0 1,625
STARBUCKS CORP COM 855244109 334,358 3,649 SH SOLE 0 0 0 3,649
STEPSTONE GROUP INC COM CL A 85914M107 290,644 5,237 SH SOLE 0 0 0 5,237
STERLING INFRASTRUCTURE INC COM 859241101 341,711 1,481 SH SOLE 0 0 0 1,481
STRIDE INC COM 86333M108 3,686,519 25,391 SH SOLE 0 0 0 25,391
SYNOPSYS INC COM 871607107 19,948,044 38,909 SH SOLE 0 32 0 38,877
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2,050,240 9,052 SH SOLE 0 0 0 9,052
TECNOGLASS INC ORD SHS G87264100 424,552 5,488 SH SOLE 0 0 0 5,488
TESLA INC COM 88160R101 351,967 1,108 SH SOLE 0 0 0 1,108
TEXAS PACIFIC LAND CORPORATI COM 88262P102 2,941,342 2,784 SH SOLE 0 0 0 2,784
TOAST INC CL A 888787108 1,696,396 38,302 SH SOLE 0 0 0 38,302
TRACTOR SUPPLY CO COM 892356106 10,637,472 201,582 SH SOLE 0 3,245 0 198,337
TRADEWEB MKTS INC CL A 892672106 2,170,966 14,829 SH SOLE 0 0 0 14,829
TRANE TECHNOLOGIES PLC SHS G8994E103 343,367 785 SH SOLE 0 0 0 785
TRAVELERS COMPANIES INC COM 89417E109 2,195,968 8,208 SH SOLE 0 0 0 8,208
UFP INDUSTRIES INC COM 90278Q108 248,355 2,500 SH SOLE 0 0 0 2,500
UFP TECHNOLOGIES INC COM 902673102 504,190 2,065 SH SOLE 0 0 0 2,065
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 372,663 656 SH SOLE 0 153 0 503
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 328,718 2,446 SH SOLE 0 0 0 2,446
VEEVA SYS INC CL A COM 922475108 1,598,577 5,551 SH SOLE 0 0 0 5,551
VERTEX PHARMACEUTICALS INC COM 92532F100 281,812 633 SH SOLE 0 0 0 633
VISA INC COM CL A 92826C839 464,492 1,308 SH SOLE 0 0 0 1,308
VITA COCO CO INC COM 92846Q107 501,934 13,904 SH SOLE 0 0 0 13,904
VITAL FARMS INC COM 92847W103 483,465 12,551 SH SOLE 0 0 0 12,551
WISDOMTREE TR FLOATNG RAT TREA 97717Y527 4,320,427 85,876 SH SOLE 0 210 0 85,666