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
ALPHABET INC CAP STK CL A 02079K305 7,349,266 20,565 SH SOLE 0 0 20,565
AMAZON COM INC COM 023135106 4,841,010 20,311 SH SOLE 0 0 20,311
AMPHENOL CORP CL A 032095101 4,212,834 23,893 SH SOLE 0 0 23,893
ANALOG DEVICES INC COM 032654105 541,001 1,362 SH SOLE 0 0 1,362
APPLE INC COM 037833100 2,927,125 10,116 SH SOLE 0 0 10,116
APPLIED MATLS INC COM 038222105 7,895,183 10,920 SH SOLE 0 0 10,920
APPLOVIN CORP COM CL A 03831W108 7,230,688 14,034 SH SOLE 0 0 14,034
ARISTA NETWORKS INC COM SHS 040413205 4,220,287 24,843 SH SOLE 0 0 24,843
ASML HLDG NV N Y REGISTRY SHS N07059210 3,549,985 1,784 SH SOLE 0 0 1,784
AUTOZONE INC COM 053332102 712,695 223 SH SOLE 0 0 223
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 523,408 1,046 SH SOLE 0 0 1,046
BOOKING HOLDINGS INC COM 09857L108 3,227,964 18,110 SH SOLE 0 0 18,110
BROADCOM INC COM 11135F101 9,165,530 24,263 SH SOLE 0 0 24,263
CADENCE DESIGN SYSTEM INC COM 127387108 403,844 1,076 SH SOLE 0 0 1,076
CISCO SYS INC COM 17275R102 296,160 2,521 SH SOLE 0 0 2,521
COMFORT SYS USA INC COM 199908104 5,871,495 2,962 SH SOLE 0 0 2,962
CROWDSTRIKE HLDGS INC CL A 22788C105 4,186,288 5,486 SH SOLE 0 0 5,486
ELEVANCE HEALTH INC FORMERLY COM 036752103 363,369 940 SH SOLE 0 0 940
ELI LILLY & CO COM 532457108 2,543,101 2,120 SH SOLE 0 0 2,120
EMCOR GROUP INC COM 29084Q100 3,953,651 4,764 SH SOLE 0 0 4,764
FORTINET INC COM 34959E109 464,701 3,025 SH SOLE 0 0 3,025
GE AEROSPACE COM NEW 369604301 1,947,133 5,210 SH SOLE 0 0 5,210
GE VERNOVA INC COM 36828A101 1,530,843 1,303 SH SOLE 0 0 1,303
GOLDMAN SACHS GROUP INC COM 38141G104 264,484 262 SH SOLE 0 0 262
HOME DEPOT INC COM 437076102 457,178 1,296 SH SOLE 0 0 1,296
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 360,243 1,693 SH SOLE 0 0 1,693
INVESCO QQQ TR UNIT SER 1 46090E103 620,994 843 SH SOLE 0 0 843
ISHARES GOLD TR ISHARES NEW 464285204 531,264 7,036 SH SOLE 0 0 7,036
ISHARES TR S&P 500 VAL ETF 464287408 559,410 2,464 SH SOLE 0 0 2,464
ISHARES TR RUSSELL 2000 ETF 464287655 429,835 1,431 SH SOLE 0 0 1,431
ISHARES TR SP SMCP600VL ETF 464287879 235,376 1,722 SH SOLE 0 0 1,722
JPMORGAN CHASE & CO COM 46625H100 2,893,574 8,840 SH SOLE 0 0 8,840
KLA CORP COM NEW 482480100 12,009,778 39,806 SH SOLE 0 0 39,806
LAM RESEARCH CORP COM NEW 512807306 8,830,451 20,378 SH SOLE 0 0 20,378
LTC PPTYS INC COM 502175102 344,897 8,970 SH SOLE 0 0 8,970
MARVELL TECHNOLOGY INC COM 573874104 1,758,238 5,902 SH SOLE 0 0 5,902
MASTERCARD INCORPORATED CL A 57636Q104 2,968,786 5,780 SH SOLE 0 0 5,780
MCKESSON CORP COM 58155Q103 441,120 584 SH SOLE 0 0 584
META PLATFORMS INC CL A 30303M102 5,131,798 9,110 SH SOLE 0 0 9,110
MICRON TECHNOLOGY INC COM 595112103 11,585,068 10,037 SH SOLE 0 0 10,037
MICROSOFT CORP COM 594918104 4,327,024 11,600 SH SOLE 0 0 11,600
MP MATERIALS CORP COM CL A 553368101 3,018,354 53,890 SH SOLE 0 0 53,890
NATIONAL HEALTH INVS INC COM 63633D104 381,300 5,000 SH SOLE 0 0 5,000
NETFLIX INC. COM 64110L106 2,040,554 28,579 SH SOLE 0 0 28,579
NUTANIX INC CL A 67059N108 732,547 14,375 SH SOLE 0 0 14,375
NUVEEN PFD & INCOME OPPORTUN COM 67073B106 693,440 88,000 SH SOLE 0 0 88,000
NVIDIA CORPORATION COM 67066G104 31,193,852 155,899 SH SOLE 0 0 155,899
OUSTER INC COM NEW 68989M202 697,822 11,162 SH SOLE 0 0 11,162
PALANTIR TECHNOLOGIES INC CL A 69608A108 3,689,389 31,622 SH SOLE 0 0 31,622
PALO ALTO NETWORKS INC COM 697435105 5,090,936 14,929 SH SOLE 0 0 14,929
PARKER-HANNIFIN CORP COM 701094104 1,027,546 1,051 SH SOLE 0 0 1,051
REALTY INCOME CORP COM 756109104 421,328 6,800 SH SOLE 0 0 6,800
ROPER TECHNOLOGIES INC COM 776696106 400,736 1,184 SH SOLE 0 0 1,184
SALESFORCE INC COM 79466L302 536,716 3,426 SH SOLE 0 0 3,426
SANDISK CORP COM 80004C200 9,131,552 4,016 SH SOLE 0 0 4,016
SERVICENOW INC COM 81762P102 1,834,243 18,475 SH SOLE 0 0 18,475
SPDR SERIES TRUST ST STR SP REGBNK 78464A698 221,874 2,964 SH SOLE 0 0 2,964
SPOTIFY TECHNOLOGY S A SHS L8681T102 2,732,068 5,951 SH SOLE 0 0 5,951
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 280,781 376 SH SOLE 0 0 376
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 8,041,965 16,839 SH SOLE 0 0 16,839
THERMO FISHER SCIENTIFIC INC COM 883556102 228,957 457 SH SOLE 0 0 457
UBER TECHNOLOGIES INC COM 90353T100 2,532,924 35,101 SH SOLE 0 0 35,101
UNITED RENTALS INC COM 911363109 5,146,399 4,543 SH SOLE 0 0 4,543
VANECK ETF TRUST GOLD MINERS ETF 92189F106 2,692,703 35,689 SH SOLE 0 0 35,689
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,699,583 2,475 SH SOLE 0 0 2,475
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 689,619 7,152 SH SOLE 0 0 7,152
VERTIV HOLDINGS CO COM CL A 92537N108 5,240,295 15,651 SH SOLE 0 0 15,651
VISA INC COM CL A 92826C839 4,283,033 12,484 SH SOLE 0 0 12,484
WELLTOWER INC COM 95040Q104 1,148,468 5,060 SH SOLE 0 0 5,060
WW GRAINGER INC COM 384802104 482,281 355 SH SOLE 0 0 355