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
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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
ALPHABET INC. CAP STK CL A 02079K305 9,120,797 25,522 SH SOLE 25,522 0 0
AMAZON.COM INC COM 023135106 6,600,111 27,692 SH SOLE 27,692 0 0
ASTERA LABS INC COM 04626A103 6,411,607 13,274 SH SOLE 13,274 0 0
IPG PHOTONICS CORPORATION COM 44980X109 10,054,207 85,699 SH SOLE 85,699 0 0
BLACKROCK ETF TRUST II ISHARES FLEXIBLE 092528603 10,854,479 207,384 SH SOLE 207,384 0 0
KORNIT DIGITAL LTD. SHS M6372Q113 11,688,966 719,321 SH SOLE 719,321 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306 5,661,477 231,364 SH SOLE 231,364 0 0
MARVELL TECHNOLOGY, INC. COM 573874104 13,309,725 44,680 SH SOLE 44,680 0 0
MASTERCRAFT BOAT HOLDINGS INC COM 57637H103 5,663,953 219,363 SH SOLE 219,363 0 0
MICROCHIP TECHNOLOGY INCORPORATED COM 595017104 8,359,848 91,665 SH SOLE 91,665 0 0
NOVO-NORDISK A/S ADR 670100205 1,203,534 25,105 SH SOLE 25,105 0 0
PIMCO ETF TR MULTISECTOR BD 72201R585 10,941,966 412,593 SH SOLE 412,593 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307 1,388,774 69,231 SH SOLE 69,231 0 0
SPDR SERIES TRUST STATE STREET SPD 78464A870 9,259,841 58,514 SH SOLE 58,514 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 935,560 1,959 SH SOLE 1,959 0 0
TAKE TWO INTERACTIVE SOFTWARE INC COM 874054109 11,345,342 45,385 SH SOLE 45,385 0 0
TEXAS INSTRUMENTS INC. COM 882508104 9,140,317 30,665 SH SOLE 30,665 0 0
UNIVERSAL DISPLAY CORPORATION COM 91347P105 6,455,458 74,552 SH SOLE 74,552 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 125,567,893 339,336 SH SOLE 339,336 0 0
WESTERN ALLIANCE BANCORP COM 957638109 6,404,202 77,910 SH SOLE 77,910 0 0
WHIRLPOOL CORP. COM 963320106 2,320,143 58,857 SH SOLE 58,857 0 0
WINNEBAGO INDUSTRIES INC COM 974637100 4,801,807 153,707 SH SOLE 153,707 0 0
XPEL INC COM 98379L100 10,069,296 203,010 SH SOLE 203,010 0 0
SECURITY NATIONAL FINL CORP CL A NEW 814785309 5,548,124 601,188 SH SOLE 601,188 0 0