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
ASML Holding NV- ADR COM N07059210 5,196,417 2,612 SH SOLE 0 458 2,154
Abbvie Inc COM 00287y109 1,204,601 4,787 SH SOLE 0 0 4,787
Alphabet Inc. Class A COM 02079k305 881,989 2,468 SH SOLE 0 0 2,468
Alphabet Inc. Class C COM 02079k107 34,778,979 98,432 SH SOLE 0 16,844 81,588
Amazon.com Inc. COM 023135106 25,050,249 105,103 SH SOLE 0 18,210 86,893
Apple Inc. COM 037833100 27,065,288 93,535 SH SOLE 0 15,738 77,797
Applovin Corp - Class A COM 03831W108 9,039,710 17,545 SH SOLE 0 3,046 14,499
Arista Networks Inc. COM 040413205 14,626,158 86,097 SH SOLE 0 14,645 71,452
Arm Holdings PLC - ADR COM 042068205 12,226,992 34,484 SH SOLE 0 6,122 28,362
Ball Corp COM 058498106 2,004,038 32,116 SH SOLE 0 0 32,116
Berkshire Hathaway Class B COM 084670702 1,170,913 2,340 SH SOLE 0 0 2,340
Bloom Energy COM 093712107 5,592,382 18,475 SH SOLE 0 3,222 15,253
Broadcom Inc. COM 11135F101 18,858,791 49,924 SH SOLE 0 8,663 41,261
CHARLES SCHWAB CORP COM 808513105 243,593 2,640 SH SOLE 0 0 2,640
CHUBB LTD F COM h1467j104 204,785 601 SH SOLE 0 0 601
Caterpillar Inc COM 149123101 713,483 670 SH SOLE 0 0 670
Chevron Corp COM 166764100 281,129 1,696 SH SOLE 0 0 1,696
Cintas Group COM 172908105 239,643 1,409 SH SOLE 0 0 1,409
Cisco Systems Inc COM 17275r102 811,531 6,909 SH SOLE 0 0 6,909
Comcast Corp Class A COM 20030n101 221,441 9,020 SH SOLE 0 0 9,020
Costco Wholesale Co. COM 22160k105 10,692,422 11,430 SH SOLE 0 1,960 9,470
Datadog Inc Class A COM 23804l103 10,154,561 39,002 SH SOLE 0 6,933 32,069
EXXON MOBIL CORP COM 30231g102 454,457 3,324 SH SOLE 0 0 3,324
Echostar Corp Class A COM 278768106 220,052 2,168 SH SOLE 0 0 2,168
Eli Lilly & Co COM 532457108 20,433,489 17,036 SH SOLE 0 2,961 14,075
First Atlantic Nickel & Cobalt COM 318641107 7,407 12,075 SH SOLE 0 0 12,075
GE Vernova Inc COM 36828A101 9,153,334 7,791 SH SOLE 0 1,345 6,446
Goldman Sachs Group, Inc. COM 38141g104 13,035,548 12,889 SH SOLE 0 2,257 10,632
Home Depot Inc COM 437076102 447,198 1,268 SH SOLE 0 0 1,268
Huntington Bancshares COM 446150104 301,233 16,990 SH SOLE 0 0 16,990
IBM Corp COM 459200101 256,464 912 SH SOLE 0 0 912
ILLINOIS TOOL WORKS COM 452308109 282,100 1,043 SH SOLE 0 0 1,043
INTEL CORP COM 458140100 420,286 3,010 SH SOLE 0 0 3,010
Intuitive Surgical COM 46120e602 4,861,638 12,225 SH SOLE 0 2,125 10,100
JP Morgan Chase & Co COM 46625h100 12,883,709 39,360 SH SOLE 0 6,760 32,600
Johnson & Johnson COM 478160104 1,860,584 7,326 SH SOLE 0 0 7,326
KLA Corp COM 482480100 9,444,126 31,302 SH SOLE 0 5,455 25,847
MCDONALDS CORP COM 580135101 319,236 1,181 SH SOLE 0 0 1,181
MOODYS CORP COM 615369105 461,978 1,020 SH SOLE 0 0 1,020
Marvell Technology Inc COM 573874104 14,073,217 47,243 SH SOLE 0 8,243 39,000
Mastercard Inc Class A COM 57636q104 6,530,424 12,715 SH SOLE 0 2,007 10,708
Meta Platforms Inc Class A COM 30303m102 13,932,978 24,735 SH SOLE 0 4,204 20,531
Micron Technology COM 595112103 11,106,578 9,622 SH SOLE 0 1,688 7,934
Microsoft Corp. COM 594918104 15,452,353 41,425 SH SOLE 0 5,404 36,021
Morgan Stanley COM 617446448 568,380 2,719 SH SOLE 0 0 2,719
NEXTERA ENERGY INC COM 65339f101 210,648 2,400 SH SOLE 0 0 2,400
NORFOLK SOUTHERN CO COM 655844108 270,862 861 SH SOLE 0 0 861
NORTHROP GRUMMAN CO COM 666807102 454,814 893 SH SOLE 0 0 893
Nvidia Corp. COM 67066g104 36,027,606 180,057 SH SOLE 0 31,262 148,795
Oracle Corp COM 68389x105 295,738 2,018 SH SOLE 0 0 2,018
PROCTER & GAMBLE COM 742718109 814,292 5,553 SH SOLE 0 0 5,553
Palantir Technologies Inc-A COM 69608A108 6,313,597 54,115 SH SOLE 0 9,227 44,888
Pepisco Inc COM 713448108 332,813 2,458 SH SOLE 0 0 2,458
Quanta Services Inc COM 74762E102 12,141,314 16,862 SH SOLE 0 2,908 13,954
Symbotic Inc A COM 87151X101 1,707,111 37,978 SH SOLE 0 6,701 31,277
Taiwan Semiconductor ADR COM 874039100 12,470,308 26,112 SH SOLE 0 4,550 21,562
Tesla Inc. COM 88160r101 13,431,020 31,933 SH SOLE 0 5,566 26,367
Texas Roadhouse Class A COM 882681109 3,322,783 17,196 SH SOLE 0 3,004 14,192
Union Pacific Corp COM 907818108 326,400 1,200 SH SOLE 0 0 1,200
United Rentals Inc. COM 911363109 11,550,946 10,196 SH SOLE 0 1,763 8,433
United Therapeutics Corp. COM 91307c102 7,107,184 13,117 SH SOLE 0 2,277 10,840
Vertiv Holdings Co Class A COM 92537n108 15,660,871 46,774 SH SOLE 0 8,135 38,639
Walt Disney Co COM 254687106 278,932 2,898 SH SOLE 0 0 2,898
Charles Schwab US MC ETF ETF 808524508 8,366,798 226,927 SH SOLE 0 0 226,927
Communicate SVS SLCT SEC SPDR ETF 81369y852 206,118 1,924 SH SOLE 0 0 1,924
Fidelity Blue Chip Growth ETF ETF 316092352 7,452,455 119,988 SH SOLE 0 0 119,988
IShares Biotechnology ETF ETF 464287556 215,485 1,133 SH SOLE 0 0 1,133
IShares Core S&P 500 ETF ETF 464287200 210,956 282 SH SOLE 0 0 282
IShares Russell 1000 Growth ET ETF 464287614 299,374 2,411 SH SOLE 0 0 2,411
IShares Russell Mid Cap Growth ETF 464287481 3,004,187 20,519 SH SOLE 0 0 20,519
Invesco KBW Bank ETF ETF 46138e628 450,116 4,841 SH SOLE 0 0 4,841
Invesco QQQ Trust ETF 46090E103 2,809,366 3,815 SH SOLE 0 0 3,815
Pacer US Cash Cows 100 ETF ETF 69374H881 3,389,340 54,491 SH SOLE 0 0 54,491
SPDR Fund Consumer Discre Sele ETF 81369y407 308,681 2,632 SH SOLE 0 0 2,632
SPDR Gold Shares ETF ETF 78463v107 1,668,393 4,529 SH SOLE 0 0 4,529
Schwab International Equity ET ETF 808524805 24,807,077 895,562 SH SOLE 0 0 895,562
Schwab US Broad Market ETF ETF 808524102 609,753 21,055 SH SOLE 0 0 21,055
Schwab US Dividend Equity ETF ETF 808524797 265,635 8,377 SH SOLE 0 0 8,377
Schwab US Large Cap Growth ETF ETF 808524300 10,970,759 324,195 SH SOLE 0 0 324,195
Schwab US Small Cap ETF ETF 808524607 4,334,480 119,969 SH SOLE 0 0 119,969
Select Sector Industrial SPDR ETF 81369y704 213,757 1,154 SH SOLE 0 0 1,154
Select Sector UTI Select SPDR ETF 81369y886 328,171 7,238 SH SOLE 0 0 7,238
Technology Select Sector SPDR ETF 81369y803 434,386 2,280 SH SOLE 0 0 2,280
Vanguard FTSE Emerging Markets ETF 922042858 365,959 6,131 SH SOLE 0 0 6,131
Vanguard Total Stock Market ET ETF 922908769 610,936 1,651 SH SOLE 0 0 1,651
Vanguard Value ETF ETF 922908744 4,750,002 21,796 SH SOLE 0 0 21,796