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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,008,535 5,500 SH SOLE 0 0 5,500
AFLAC INC COM 001055102 368,874 3,300 SH SOLE 0 0 3,300
ALPHABET INC CAP STK CL A 02079K305 1,410,728 4,100 SH SOLE 0 0 4,100
ALPHABET INC CAP STK CL C 02079K107 3,816,288 11,200 SH SOLE 0 0 11,200
AMAZON COM INC COM 023135106 10,806,916 43,375 SH SOLE 0 0 43,375
AMENTUM HOLDINGS INC COM 023939101 640,542 35,350 SH SOLE 0 0 35,350
AMERICAN EXPRESS CO COM 025816109 897,095 2,950 SH SOLE 0 0 2,950
AMGEN INC COM 031162100 2,032,943 4,823 SH SOLE 0 0 4,823
ANALOG DEVICES INC COM 032654105 2,867,420 7,228 SH SOLE 0 0 7,228
APPLE INC COM 037833100 4,883,405 14,664 SH SOLE 0 0 14,664
APPLIED MATLS INC COM 038222105 6,177,956 12,081 SH SOLE 0 0 12,081
APPLOVIN CORP COM CL A 03831W108 4,346,285 14,965 SH SOLE 0 0 14,965
ASML HLDG NV N Y REGISTRY SHS N07059210 16,359,380 9,030 SH SOLE 0 0 9,030
ASTRAZENECA PLC ORD G0593M107 280,473 1,737 SH SOLE 0 0 1,737
AUTOLIV INC COM 052800109 296,508 2,650 SH SOLE 0 0 2,650
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 281,840 566 SH SOLE 0 0 566
BERKSHIRE HATHAWAY INC DEL CL A 084670108 747,005 1 SH SOLE 0 0 1
BHP BILLITON LIMITED SPONSORED ADS 088606108 704,769 8,307 SH SOLE 0 0 8,307
BOEING CO COM 097023105 3,698,674 19,880 SH SOLE 0 0 19,880
BRISTOL-MYERS SQUIBB CO COM 110122108 201,240 3,225 SH SOLE 0 0 3,225
BROOKFIELD CORP CL A LTD VT SH 11271J107 911,500 25,000 SH SOLE 0 0 25,000
CACI INTL INC CL A 127190304 1,035,487 1,700 SH SOLE 0 0 1,700
CEREBRAS SYSTEMS INC COM CL A 15675D103 204,241,007 1,149,682 SH SOLE 0 0 1,149,682
CHARLES SCHWAB CORP (THE) COM 808513105 6,446,930 65,960 SH SOLE 0 0 65,960
CHUBB LIMITED COM H1467J104 552,925 1,700 SH SOLE 0 0 1,700
CISCO SYS INC COM 17275R102 1,143,246 10,622 SH SOLE 0 0 10,622
COGNEX CORP COM 192422103 545,850 9,000 SH SOLE 0 0 9,000
D R HORTON INC COM 23331A109 874,560 6,400 SH SOLE 0 0 6,400
DISNEY WALT CO COM 254687106 7,219,745 68,825 SH SOLE 0 0 68,825
ELBIT SYS LTD ORD M3760D101 11,689,651 17,140 SH SOLE 0 0 17,140
FIDELITY NATL FINL INC COM SHS 31620R303 1,201,628 31,090 SH SOLE 0 0 31,090
FISERV INC COM 337738108 4,538,557 100,455 SH SOLE 0 0 100,455
GENEDX HOLDINGS CORP COM CL A 81663L200 7,146,494 98,845 SH SOLE 0 0 98,845
GENERAL DYNAMICS CORP COM 369550108 796,392 2,400 SH SOLE 0 0 2,400
GLAUKOS CORP COM 377322102 985,140 6,000 SH SOLE 0 0 6,000
GRAIL INC COM 384747101 6,813,335 48,625 SH SOLE 0 0 48,625
GSK PLC SPONSORED ADR 37733W204 296,246 6,150 SH SOLE 0 0 6,150
HOVNANIAN ENTERPRISES INC CL A NEW 442487401 216,782 1,950 SH SOLE 0 0 1,950
IDEXX LABS INC COM 45168D104 4,130,523 7,910 SH SOLE 0 0 7,910
INTERNATIONAL BUSINESS MACHS COM 459200101 3,243,968 14,750 SH SOLE 0 0 14,750
JOHNSON & JOHNSON COM 478160104 503,006 1,900 SH SOLE 0 0 1,900
JPMORGAN CHASE & CO COM 46625H100 1,724,286 5,212 SH SOLE 0 0 5,212
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 772,689 18,100 SH SOLE 0 0 18,100
L3HARRIS TECHNOLOGIES INC COM 502431109 1,183,900 5,000 SH SOLE 0 0 5,000
LAM RESEARCH CORP COM NEW 512807306 1,526,914 4,648 SH SOLE 0 0 4,648
LOCKHEED MARTIN CORP COM 539830109 1,247,662 2,450 SH SOLE 0 0 2,450
LUMENTUM HLDGS INC COM 55024U109 971,260 1,000 SH SOLE 0 0 1,000
MARSH & MCLENNAN COS INC COM 571748102 241,412 1,414 SH SOLE 0 0 1,414
MARVELL TECHNOLOGY INC COM 573874104 264,210 1,000 SH SOLE 0 0 1,000
MEDTRONIC PLC SHS G5960L103 200,969 2,329 SH SOLE 0 0 2,329
MERCADOLIBRE INC COM 58733R102 4,839,846 2,800 SH SOLE 0 0 2,800
MERCK & CO INC COM 58933Y105 1,473,443 10,140 SH SOLE 0 0 10,140
META PLATFORMS INC CL A 30303M102 4,115,396 5,675 SH SOLE 0 0 5,675
MICROSOFT CORP COM 594918104 8,107,410 15,807 SH SOLE 0 0 15,807
MODERNA INC COM 60770K107 12,550,750 65,175 SH SOLE 0 0 65,175
NETFLIX INC. COM 64110L106 2,387,721 34,316 SH SOLE 0 0 34,316
NORTHROP GRUMMAN CORP COM 666807102 2,925,537 6,051 SH SOLE 0 0 6,051
NOVA LTD COM M7516K103 500,760 1,300 SH SOLE 0 0 1,300
NVIDIA CORPORATION COM 67066G104 5,676,613 24,856 SH SOLE 0 0 24,856
ORACLE CORP COM 68389X105 2,054,211 14,961 SH SOLE 0 0 14,961
OUSTER INC COM NEW 68989M202 3,130,384 77,600 SH SOLE 0 0 77,600
PALANTIR TECHNOLOGIES INC CL A 69608A108 7,852,359 41,980 SH SOLE 0 0 41,980
PALO ALTO NETWORKS INC COM 697435105 12,191,060 30,684 SH SOLE 0 0 30,684
PFIZER INC COM 717081103 424,948 14,900 SH SOLE 0 0 14,900
PULTE GROUP INC COM 745867101 454,955 3,920 SH SOLE 0 0 3,920
REVOLUTION MEDICINES INC COM 76155X100 410,520 2,000 SH SOLE 0 0 2,000
RIO TINTO PLC SPONSORED ADR 767204100 477,442 5,070 SH SOLE 0 0 5,070
ROCKWELL AUTOMATION INC COM 773903109 533,279 1,225 SH SOLE 0 0 1,225
RTX CORPORATION COM 75513E101 4,551,381 24,516 SH SOLE 0 0 24,516
SAMSARA INC COM CL A 79589L106 457,560 12,000 SH SOLE 0 0 12,000
SHOPIFY INC CL A SUB VTG SHS 82509L107 4,057,488 27,360 SH SOLE 0 0 27,360
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 5,305,490 11,630 SH SOLE 0 0 11,630
TERADYNE INC COM 880770102 1,012,298 2,525 SH SOLE 0 0 2,525
THERMO FISHER SCIENTIFIC INC COM 883556102 6,966,935 10,321 SH SOLE 0 0 10,321
TRANE TECHNOLOGIES PLC SHS G8994E103 1,325,205 2,932 SH SOLE 0 0 2,932
TRANSDIGM GROUP INC COM 893641100 12,473,805 11,522 SH SOLE 0 0 11,522
VANGUARD CALIF TAX FREE FDS TAX EXEMPT BD FD 922021605 1,414,200 15,000 SH SOLE 0 0 15,000
VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 6,250,931 16,703 SH SOLE 0 0 16,703
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 377,063 538 SH SOLE 0 0 538
VEEVA SYS INC CL A COM 922475108 5,520,603 19,340 SH SOLE 0 0 19,340
VISA INC COM CL A 92826C839 3,521,434 9,800 SH SOLE 0 0 9,800
VSE CORP COM 918284100 7,536,178 45,757 SH SOLE 0 0 45,757
ZOETIS INC CL A 98978V103 2,864,741 41,025 SH SOLE 0 0 41,025