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
ADVANCED MICRO DEVICES INC COM 007903107 14,968,544 24,468 SH SOLE 0 0 24,468
AMERICAN INTL GROUP INC COM NEW 026874784 10,731,248 144,198 SH SOLE 0 0 144,198
AMGEN INC COM 031162100 19,814,342 47,008 SH SOLE 0 0 47,008
ARISTA NETWORKS INC COM SHS 040413205 13,159,243 64,636 SH SOLE 0 0 64,636
BLACKROCK DEBT STRATEGIES FD COM NEW 09255R202 605,817 67,313 SH SOLE 0 0 67,313
BRISTOL-MYERS SQUIBB CO COM 110122108 16,181,942 259,326 SH SOLE 0 0 259,326
CHUBB LIMITED COM H1467J104 14,757,032 45,371 SH SOLE 0 0 45,371
DEVON ENERGY CORP NEW COM 25179M103 16,784,138 364,556 SH SOLE 0 0 364,556
DUKE ENERGY CORP NEW COM NEW 26441C204 961,332 8,432 SH SOLE 0 0 8,432
HEALTH CATALYST INC COM 42225T107 5,172,190 2,989,705 SH SOLE 0 0 2,989,705
INCYTE CORP COM 45337C102 12,260,355 101,033 SH SOLE 0 0 101,033
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 1,114,917 22,135 SH SOLE 0 0 22,135
MASTERCARD INCORPORATED CL A 57636Q104 13,293,344 24,105 SH SOLE 0 0 24,105
MEDTRONIC PLC SHS G5960L103 14,878,898 172,429 SH SOLE 0 0 172,429
NATIONAL HEALTH INVS INC COM 63633D104 3,238,119 49,339 SH SOLE 0 0 49,339
PIEDMONT REALTY TRUST INC COM CL A 720190206 4,353,337 489,139 SH SOLE 0 0 489,139
REDDIT INC CL A 75734B100 10,042,162 70,501 SH SOLE 0 0 70,501
RENAISSANCERE HLDGS LTD COM G7496G103 15,538,959 48,829 SH SOLE 0 0 48,829
RLI CORP COM 749607107 15,713,903 284,106 SH SOLE 0 0 284,106
SERVICENOW INC COM 81762P102 16,468,355 122,889 SH SOLE 0 0 122,889
SHOPIFY INC CL A SUB VTG SHS 82509L107 15,732,109 106,083 SH SOLE 0 0 106,083
SNOWFLAKE INC COM SHS 833445109 12,892,414 37,968 SH SOLE 0 0 37,968
SOUTHERN CO COM 842587107 2,009,751 24,246 SH SOLE 0 0 24,246
SUPER MICRO COMPUTER INC COM NEW 86800U302 17,395,773 423,564 SH SOLE 0 0 423,564
UBER TECHNOLOGIES INC COM 90353T100 12,243,628 178,713 SH SOLE 0 0 178,713
UNITED THERAPEUTICS CORP DEL COM 91307C102 16,438,775 30,336 SH SOLE 0 0 30,336
VISA INC COM CL A 92826C839 14,208,201 39,541 SH SOLE 0 0 39,541
X-ENERGY INC COM CL A 98386P102 6,497,602 458,223 SH SOLE 0 0 458,223