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 Common Stock 000360206 1,866,540 15,600 SH SOLE 0 15,600 0 0
ABBVIE INC Common Stock 00287Y109 935,622 5,310 SH SOLE 0 5,310 0 0
ABERCROMBIE & FITCH CO Common Stock 002896207 24,744 160 SH SOLE 0 160 0 0
ADDUS HOMECARE CORP Common Stock 006739106 214,676 1,700 SH SOLE 0 1,700 0 0
ADVANCED MICRO DEVICES INC Common Stock 007903107 6,768,606 55,281 SH SOLE 0 55,281 0 0
AGNICO EAGLE MINES LTD Common Stock 008474108 220,626 2,840 SH SOLE 0 2,840 0 0
ALAMOS GOLD INC NEW Common Stock 011532108 270,394 15,000 SH SOLE 0 15,000 0 0
ALIBABA GROUP HLDG LTD ADR 01609W102 473,736 5,631 SH SOLE 0 5,631 0 0
ALPHABET INC Common Stock 02079K107 7,799,320 40,476 SH SOLE 0 40,476 0 0
AMAZON COM INC Common Stock 023135106 9,927,518 44,860 SH SOLE 0 44,860 0 0
ANSYS INC Common Stock 03662Q105 929,280 2,750 SH SOLE 0 2,750 0 0
ANTERO RESOURCES CORP Common Stock 03674X106 11,722 330 SH SOLE 0 330 0 0
APPLE INC Common Stock 037833100 7,821,983 31,015 SH SOLE 0 31,015 0 0
ARISTA NETWORKS INC Common Stock 040413106 312,060 2,800 SH SOLE 0 2,800 0 0
ARM HOLDINGS PLC ADR 042068205 5,968,134 47,400 SH SOLE 0 47,400 0 0
AUTODESK INC Common Stock 052769106 757,809 2,547 SH SOLE 0 2,547 0 0
AUTOZONE INC Common Stock 053332102 15,929 5 SH SOLE 0 5 0 0
AXON ENTERPRISE INC Common Stock 05464C101 211,512 350 SH SOLE 0 350 0 0
BARRICK GOLD CORP Common Stock 067901108 148,416 9,600 SH SOLE 0 9,600 0 0
BLACKROCK INC Common Stock 09247X101 143,840 140 SH SOLE 0 140 0 0
BLOCK INC Common Stock 852234103 3,468,582 39,650 SH SOLE 0 39,650 0 0
BOOT BARN HLDGS INC Common Stock 099406100 241,463 1,575 SH SOLE 0 1,575 0 0
BROADCOM INC Common Stock 11135F101 542,541 2,303 SH SOLE 0 2,303 0 0
CADENCE DESIGN SYSTEM INC Common Stock 127387108 1,962,090 6,500 SH SOLE 0 6,500 0 0
CANADIAN PACIFIC KANSAS CITY Common Stock 13646K108 1,680,765 23,416 SH SOLE 0 23,416 0 0
CAPITAL ONE FINL CORP Common Stock 14040H105 75,620 425 SH SOLE 0 425 0 0
CARNIVAL CORP Common Stock 143658300 1,238,748 49,451 SH SOLE 0 49,451 0 0
CARRIER GLOBAL CORPORATION Common Stock 14448C104 13,510 198 SH SOLE 0 198 0 0
CASELLA WASTE SYS INC Common Stock 147448104 411,138 3,900 SH SOLE 0 3,900 0 0
CATERPILLAR INC Common Stock 149123101 1,766,407 4,866 SH SOLE 0 4,866 0 0
CHENIERE ENERGY INC Common Stock 16411R208 404,620 1,899 SH SOLE 0 1,899 0 0
CHEWY INC Common Stock 16679L109 1,906,318 55,724 SH SOLE 0 55,724 0 0
CHIPOTLE MEXICAN GRILL INC Common Stock 169656105 228,342 3,800 SH SOLE 0 3,800 0 0
CHUBB LIMITED Common Stock H1467J104 17,902 65 SH SOLE 0 65 0 0
CLEAN HARBORS INC Common Stock 184496107 5,122,441 22,256 SH SOLE 0 22,256 0 0
CLOUDFLARE INC Common Stock 18915M107 57,786 530 SH SOLE 0 530 0 0
COCA COLA CO Common Stock 191216100 2,625,792 42,331 SH SOLE 0 42,331 0 0
COMERICA INC Common Stock 200340107 13,517 220 SH SOLE 0 220 0 0
CONOCOPHILLIPS Common Stock 20825C104 207,481 2,137 SH SOLE 0 2,137 0 0
CONSTRUCTION PARTNERS INC Common Stock 21044C107 5,897,471 65,982 SH SOLE 0 65,982 0 0
CRH PLC Common Stock G25508105 23,115 250 SH SOLE 0 250 0 0
CROCS INC Common Stock 227046109 492,348 4,529 SH SOLE 0 4,529 0 0
CSX CORP Common Stock 126408103 584,262 18,173 SH SOLE 0 18,173 0 0
CUMMINS INC Common Stock 231021106 17,421 50 SH SOLE 0 50 0 0
CUSTOMERS BANCORP INC Common Stock 23204G100 242,600 5,000 SH SOLE 0 5,000 0 0
CYBERARK SOFTWARE LTD Common Stock M2682V108 4,068,508 12,730 SH SOLE 0 12,730 0 0
DATADOG INC Common Stock 23804L103 3,084,661 21,396 SH SOLE 0 21,396 0 0
DECKERS OUTDOOR CORP Common Stock 243537107 1,131,680 5,500 SH SOLE 0 5,500 0 0
DEERE & CO Common Stock 244199105 85,353 201 SH SOLE 0 201 0 0
DEXCOM INC Common Stock 252131107 1,343,160 17,220 SH SOLE 0 17,220 0 0
DISNEY WALT CO Common Stock 254687106 22,160 200 SH SOLE 0 200 0 0
DUN & BRADSTREET HLDGS INC Common Stock 26484T106 219,420 18,000 SH SOLE 0 18,000 0 0
DUTCH BROS INC Common Stock 26701L100 1,469,456 27,963 SH SOLE 0 27,963 0 0
E L F BEAUTY INC Common Stock 26856L103 2,021,812 15,906 SH SOLE 0 15,906 0 0
EAGLE MATLS INC Common Stock 26969P108 13,556 55 SH SOLE 0 55 0 0
EMERSON ELEC CO Common Stock 291011104 1,130,766 9,100 SH SOLE 0 9,100 0 0
ENTERGY CORP NEW Common Stock 29364G103 14,771 195 SH SOLE 0 195 0 0
EOG RES INC Common Stock 26875P101 1,272,360 10,552 SH SOLE 0 10,552 0 0
EXACT SCIENCES CORP Common Stock 30063P105 112,400 2,000 SH SOLE 0 2,000 0 0
EXPEDIA GROUP INC Common Stock 30212P303 10,257 55 SH SOLE 0 55 0 0
FAIR ISAAC CORP Common Stock 303250104 563,822 280 SH SOLE 0 280 0 0
FEDERAL SIGNAL CORP Common Stock 313855108 2,814,376 30,528 SH SOLE 0 30,528 0 0
FEDEX CORP Common Stock 31428X106 151,497 540 SH SOLE 0 540 0 0
FERGUSON ENTERPRISES INC Common Stock 31488V107 303,765 1,750 SH SOLE 0 1,750 0 0
FIDELITY NATL INFORMATION SV Common Stock 31620M106 17,730 220 SH SOLE 0 220 0 0
FIFTH THIRD BANCORP Common Stock 316773100 110,987 2,598 SH SOLE 0 2,598 0 0
FIRST SOLAR INC Common Stock 336433107 8,904 50 SH SOLE 0 50 0 0
FISERV INC Common Stock 337738108 10,314 50 SH SOLE 0 50 0 0
FREEPORT-MCMORAN INC Common Stock 35671D857 191,334 5,014 SH SOLE 0 5,014 0 0
FRESHPET INC Common Stock 358039105 2,498,725 16,715 SH SOLE 0 16,715 0 0
GRIFFON CORP Common Stock 398433102 1,596,269 22,470 SH SOLE 0 22,470 0 0
GXO LOGISTICS INCORPORATED Common Stock 36262G101 582,390 13,500 SH SOLE 0 13,500 0 0
HEICO CORP NEW Common Stock 422806109 95,880 400 SH SOLE 0 400 0 0
HOME DEPOT INC Common Stock 437076102 311,544 800 SH SOLE 0 800 0 0
HUBSPOT INC Common Stock 443573100 1,686,519 2,411 SH SOLE 0 2,411 0 0
HUNTINGTON BANCSHARES INC Common Stock 446150104 107,027 6,554 SH SOLE 0 6,554 0 0
INGERSOLL RAND INC Common Stock 45687V106 1,933,236 21,357 SH SOLE 0 21,357 0 0
INTERCONTINENTAL EXCHANGE IN Common Stock 45866F104 1,344,330 9,000 SH SOLE 0 9,000 0 0
INTUITIVE SURGICAL INC Common Stock 46120E602 6,995,921 13,276 SH SOLE 0 13,276 0 0
IRIDIUM COMMUNICATIONS INC Common Stock 46269C102 2,539,018 87,643 SH SOLE 0 87,643 0 0
KEMPER CORP Common Stock 488401100 329,650 5,000 SH SOLE 0 5,000 0 0
KINSALE CAP GROUP INC Common Stock 49714P108 344,514 740 SH SOLE 0 740 0 0
KLAVIYO INC Common Stock 49845K101 2,920,209 69,778 SH SOLE 0 69,778 0 0
KODIAK GAS SVCS INC Common Stock 50012A108 14,322 350 SH SOLE 0 350 0 0
KRATOS DEFENSE & SEC SOLUTIO Common Stock 50077B207 1,553,754 58,588 SH SOLE 0 58,588 0 0
KROGER CO Common Stock 501044101 21,431 350 SH SOLE 0 350 0 0
LATTICE SEMICONDUCTOR CORP Common Stock 518415104 1,620,490 28,570 SH SOLE 0 28,570 0 0
LEVI STRAUSS & CO NEW Common Stock 52736R102 156,060 9,000 SH SOLE 0 9,000 0 0
LINDE PLC Common Stock G54950103 334,128 800 SH SOLE 0 800 0 0
M/I HOMES INC Common Stock 55305B101 531,349 4,012 SH SOLE 0 4,012 0 0
MACYS INC Common Stock 55616P104 18,447 1,100 SH SOLE 0 1,100 0 0
MANHATTAN ASSOCIATES INC Common Stock 562750109 135,570 500 SH SOLE 0 500 0 0
MARTIN MARIETTA MATLS INC Common Stock 573284106 2,065,393 3,970 SH SOLE 0 3,970 0 0
MARVELL TECHNOLOGY INC Common Stock 573874104 9,477,589 84,879 SH SOLE 0 84,879 0 0
MASTERCARD INCORPORATED Common Stock 57636Q104 4,853,454 9,235 SH SOLE 0 9,235 0 0
MERCADOLIBRE INC Common Stock 58733R102 335,751 195 SH SOLE 0 195 0 0
META PLATFORMS INC Common Stock 30303M102 2,088,851 3,533 SH SOLE 0 3,533 0 0
MICROCHIP TECHNOLOGY INC. Common Stock 595017104 891,072 15,600 SH SOLE 0 15,600 0 0
MICRON TECHNOLOGY INC Common Stock 595112103 3,422,808 40,122 SH SOLE 0 40,122 0 0
MICROSOFT CORP Common Stock 594918104 10,081,641 23,731 SH SOLE 0 23,731 0 0
MONDAY COM LTD Common Stock M7S64H106 181,879 773 SH SOLE 0 773 0 0
MONGODB INC Common Stock 60937P106 219,875 940 SH SOLE 0 940 0 0
MONOLITHIC PWR SYS INC Common Stock 609839105 3,253,673 5,390 SH SOLE 0 5,390 0 0
MONSTER BEVERAGE CORP NEW Common Stock 61174X109 774,818 14,750 SH SOLE 0 14,750 0 0
MOODYS CORP Common Stock 615369105 331,471 700 SH SOLE 0 700 0 0
MSCI INC Common Stock 55354G100 419,755 700 SH SOLE 0 700 0 0
MURPHY USA INC Common Stock 626755102 214,081 428 SH SOLE 0 428 0 0
NATERA INC Common Stock 632307104 1,101,923 6,950 SH SOLE 0 6,950 0 0
NAVITAS SEMICONDUCTOR CORP Common Stock 63942X106 937,170 240,300 SH SOLE 0 240,300 0 0
NETFLIX INC Common Stock 64110L106 162,077 180 SH SOLE 0 180 0 0
NEWMONT CORP Common Stock 651639106 106,967 2,891 SH SOLE 0 2,891 0 0
NORFOLK SOUTHN CORP Common Stock 655844108 96,198 412 SH SOLE 0 412 0 0
NOV INC Common Stock 62955J103 282,945 19,500 SH SOLE 0 19,500 0 0
NU HLDGS LTD Common Stock G6683N103 102,240 9,600 SH SOLE 0 9,600 0 0
NVIDIA CORPORATION Common Stock 67066G104 15,223,305 110,723 SH SOLE 0 110,723 0 0
ON HLDG AG Common Stock H5919C104 3,515,603 63,700 SH SOLE 0 63,700 0 0
ONESPAWORLD HOLDINGS LIMITED Common Stock P73684113 1,901,166 95,536 SH SOLE 0 95,536 0 0
ORACLE CORP Common Stock 68389X105 59,420 356 SH SOLE 0 356 0 0
OREILLY AUTOMOTIVE INC Common Stock 67103H107 462,529 392 SH SOLE 0 392 0 0
OWENS CORNING NEW Common Stock 690742101 7,971 47 SH SOLE 0 47 0 0
PALO ALTO NETWORKS INC Common Stock 697435105 985,470 5,350 SH SOLE 0 5,350 0 0
PARSONS CORP DEL Common Stock 70202L102 3,286,417 35,456 SH SOLE 0 35,456 0 0
PAYPAL HLDGS INC Common Stock 70450Y103 27,167 318 SH SOLE 0 318 0 0
PHILIP MORRIS INTL INC Common Stock 718172109 300,025 2,500 SH SOLE 0 2,500 0 0
PNC FINL SVCS GROUP INC Common Stock 693475105 144,012 748 SH SOLE 0 748 0 0
POOL CORP Common Stock 73278L105 237,524 700 SH SOLE 0 700 0 0
PROCORE TECHNOLOGIES INC Common Stock 74275K108 716,015 9,500 SH SOLE 0 9,500 0 0
PROGRESSIVE CORP Common Stock 743315103 71,880 300 SH SOLE 0 300 0 0
PTC INC Common Stock 69370C100 881,568 4,800 SH SOLE 0 4,800 0 0
QUALCOMM INC Common Stock 747525103 2,576,539 16,668 SH SOLE 0 16,668 0 0
QUANTA SVCS INC Common Stock 74762E102 3,041,155 9,534 SH SOLE 0 9,534 0 0
RALPH LAUREN CORP Common Stock 751212101 24,383 105 SH SOLE 0 105 0 0
RAMBUS INC DEL Common Stock 750917106 3,430,400 64,000 SH SOLE 0 64,000 0 0
RANGE RES CORP Common Stock 75281A109 10,923 300 SH SOLE 0 300 0 0
ROCKWELL AUTOMATION INC Common Stock 773903109 756,946 2,650 SH SOLE 0 2,650 0 0
ROYAL CARIBBEAN GROUP Common Stock V7780T103 9,310 40 SH SOLE 0 40 0 0
S&P GLOBAL INC Common Stock 78409V104 747,030 1,500 SH SOLE 0 1,500 0 0
SERVICENOW INC Common Stock 81762P102 7,063,903 6,616 SH SOLE 0 6,616 0 0
SHERWIN WILLIAMS CO Common Stock 824348106 237,125 700 SH SOLE 0 700 0 0
SHOPIFY INC Common Stock 82509L107 532,204 4,999 SH SOLE 0 4,999 0 0
SITEONE LANDSCAPE SUPPLY INC Common Stock 82982L103 1,129,180 8,600 SH SOLE 0 8,600 0 0
SNOWFLAKE INC Common Stock 833445109 759,353 4,900 SH SOLE 0 4,900 0 0
SOFI TECHNOLOGIES INC Common Stock 83406F102 226,635 14,500 SH SOLE 0 14,500 0 0
SWEETGREEN INC Common Stock 87043Q108 341,726 10,780 SH SOLE 0 10,780 0 0
SYMBOTIC INC Common Stock 87151X101 858,812 35,255 SH SOLE 0 35,255 0 0
SYNCHRONY FINANCIAL Common Stock 87165B103 10,408 160 SH SOLE 0 160 0 0
SYNOPSYS INC Common Stock 871607107 900,469 1,850 SH SOLE 0 1,850 0 0
TAIWAN SEMICONDUCTOR MFG LTD ADR 874039100 380,741 1,900 SH SOLE 0 1,900 0 0
TARGA RES CORP Common Stock 87612G101 12,976 73 SH SOLE 0 73 0 0
TELEDYNE TECHNOLOGIES INC Common Stock 879360105 209,354 450 SH SOLE 0 450 0 0
TESLA INC Common Stock 88160R101 9,128,339 21,869 SH SOLE 0 21,869 0 0
THE TRADE DESK INC Common Stock 88339J105 276,391 2,300 SH SOLE 0 2,300 0 0
TIDEWATER INC NEW Common Stock 88642R109 79,800 1,500 SH SOLE 0 1,500 0 0
TOAST INC Common Stock 888787108 1,607,968 43,600 SH SOLE 0 43,600 0 0
TOLL BROTHERS INC Common Stock 889478103 129,777 1,029 SH SOLE 0 1,029 0 0
TRADEWEB MKTS INC Common Stock 892672106 882,452 6,629 SH SOLE 0 6,629 0 0
TREX CO INC Common Stock 89531P105 63,484 917 SH SOLE 0 917 0 0
UMB FINL CORP Common Stock 902788108 214,814 1,900 SH SOLE 0 1,900 0 0
UNION PAC CORP Common Stock 907818108 569,475 2,500 SH SOLE 0 2,500 0 0
UNITED RENTALS INC Common Stock 911363109 16,944 24 SH SOLE 0 24 0 0
VEEVA SYS INC Common Stock 922475108 911,436 4,310 SH SOLE 0 4,310 0 0
VISA INC Common Stock 92826C839 4,271,820 13,548 SH SOLE 0 13,548 0 0
VULCAN MATLS CO Common Stock 929160109 1,685,268 6,528 SH SOLE 0 6,528 0 0
WABTEC Common Stock 929740108 2,041,446 10,691 SH SOLE 0 10,691 0 0
WALMART INC Common Stock 931142103 309,387 3,416 SH SOLE 0 3,416 0 0
WASTE CONNECTIONS INC Common Stock 94106B101 2,448,160 14,329 SH SOLE 0 14,329 0 0
WASTE MGMT INC DEL Common Stock 94106L109 1,021,261 5,049 SH SOLE 0 5,049 0 0
WELLS FARGO CO NEW Common Stock 949746101 345,361 4,905 SH SOLE 0 4,905 0 0
WESCO INTL INC Common Stock 95082P105 10,734 60 SH SOLE 0 60 0 0
WIX COM LTD Common Stock M98068105 108,695 500 SH SOLE 0 500 0 0
HARTFORD FINL SVCS GROUP INC Common Stock 416515104 17,483 160 SH SOLE 0 160 0 0
TEMPUR SEALY INTL INC Common Stock 88023U101 313,390 5,500 SH SOLE 0 5,500 0 0
EXTREME NETWORKS INC Common Stock 30226D106 1,686,720 100,400 SH SOLE 0 100,400 0 0
SALESFORCE COM INC Common Stock 79466L302 6,926,316 20,630 SH SOLE 0 20,630 0 0
BK OF AMERICA CORP Common Stock 060505104 460,879 10,496 SH SOLE 0 10,496 0 0
NORTHERN OIL AND GAS INC MN Common Stock 665531307 358,484 9,800 SH SOLE 0 9,800 0 0
LILLY ELI & CO Common Stock 532457108 112,207 145 SH SOLE 0 145 0 0
JPMORGAN CHASE & CO Common Stock 46625H100 563,359 2,354 SH SOLE 0 2,354 0 0
ADOBE SYSTEMS INCORPORATED Common Stock 00724F101 445,800 1,000 SH SOLE 0 1,000 0 0
PRIMO BRANDS CORPORATION Common Stock 741623102 366,840 12,000 SH SOLE 0 12,000 0 0