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 5,845,102 31,876 SH SOLE 28,342 0 3,534
JOHNSON CONTROLS INTERNATION SHS G51502105 284,962 1,917 SH SOLE 1,917 0 0
MEDTRONIC PLC SHS G5960L103 2,485,152 28,800 SH SOLE 25,950 0 2,850
NU HLDGS LTD ORD SHS CL A G6683N103 21,423,083 1,692,187 SH SOLE 1,324,742 0 367,445
VALARIS LTD CL A G9460G101 2,173,355 27,679 SH SOLE 24,338 0 3,341
XP INC CL A G98239109 211,525 10,075 SH SOLE 5,600 0 4,475
GARMIN LTD SHS H2906T109 3,707,407 12,925 SH SOLE 12,325 0 600
ON HLDG AG NAMEN AKT A H5919C104 3,194,149 107,874 SH SOLE 69,360 0 38,514
TRANSOCEAN LTD REGISTERED SHS H8817H100 1,886,819 360,080 SH SOLE 317,530 0 42,550
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 2,332,029 71,954 SH SOLE 58,072 0 13,882
ASML HLDG NV N Y REGISTRY SHS N07059210 5,252,031 2,899 SH SOLE 2,646 0 253
NEBIUS GROUP N.V. SHS CLASS A N97284108 35,361,478 149,913 SH SOLE 127,168 0 22,745
AT&T INC COM 00206R102 523,380 21,450 SH SOLE 4,950 0 16,500
ABBOTT LABORATORIES COM 002824100 1,027,239 10,394 SH SOLE 7,358 0 3,036
ABBVIE INC COM 00287Y109 5,980,994 22,864 SH SOLE 16,141 0 6,723
ABERCROMBIE & FITCH CO CL A 002896207 267,360 1,985 SH SOLE 750 0 1,235
ADOBE INC COM 00724F101 12,818,241 53,423 SH SOLE 37,094 0 16,329
AECOM COM 00766T100 298,582 5,065 SH SOLE 3,265 0 1,800
ADVANCED MICRO DEVICES INC COM 007903107 19,288,793 31,530 SH SOLE 25,095 0 6,435
AGILENT TECHNOLOGIES INC COM 00846U101 585,854 3,400 SH SOLE 2,275 0 1,125
AIRBNB INC COM CL A 009066101 10,631,817 66,180 SH SOLE 50,120 0 16,060
ALIGN TECHNOLOGY INC COM 016255101 9,298,766 63,975 SH SOLE 49,120 0 14,855
ALLOGENE THERAPEUTICS INC COM 019770106 26,446 16,529 SH SOLE 0 0 16,529
ALPHA METALLURGICAL RESOUR I COM 020764106 1,916,867 11,395 SH SOLE 10,127 0 1,268
ALPHABET INC CAP STK CL C 02079K107 41,009,422 120,354 SH SOLE 97,438 0 22,916
ALPHABET INC CAP STK CL A 02079K305 84,715,064 246,207 SH SOLE 203,452 0 42,755
ALPHABET INC DEP SHS RP1/20 A 02079K404 314,112 6,400 SH SOLE 6,400 0 0
AMAZON COM INC COM 023135106 67,983,485 272,862 SH SOLE 225,362 0 47,500
AMERICAN EXPRESS CO COM 025816109 23,452,294 77,120 SH SOLE 62,530 0 14,590
AMGEN INC COM 031162100 4,382,861 10,398 SH SOLE 8,323 0 2,075
ANALOG DEVICES INC COM 032654105 414,165 1,044 SH SOLE 979 0 65
APPLE INC COM 037833100 104,660,781 314,278 SH SOLE 265,452 0 48,826
APPLIED MATLS INC COM 038222105 536,949 1,050 SH SOLE 1,050 0 0
APPLOVIN CORP COM CL A 03831W108 9,279,238 31,950 SH SOLE 27,725 0 4,225
AUTODESK INC COM 052769106 8,885,217 42,513 SH SOLE 36,138 0 6,375
AUTOMATIC DATA PROCESSING IN COM 053015103 6,261,568 24,264 SH SOLE 15,452 0 8,812
AUTONATION INC COM 05329W102 3,685,670 23,410 SH SOLE 21,185 0 2,225
BANK OF AMER CORP COM 060505104 4,549,695 83,588 SH SOLE 83,413 0 175
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,833,336 5,690 SH SOLE 3,352 0 2,338
BLACKROCK INC COM 09290D101 1,227,616 1,160 SH SOLE 1,055 0 105
BOEING CO COM 097023105 436,287 2,345 SH SOLE 1,145 0 1,200
BOOKING HOLDINGS INC COM 09857L108 10,809,078 66,350 SH SOLE 52,155 0 14,195
BRISTOL-MYERS SQUIBB CO COM 110122108 224,453 3,597 SH SOLE 3,597 0 0
BROADCOM INC COM 11135F101 8,605,560 24,504 SH SOLE 17,359 0 7,145
BUILDERS FIRSTSOURCE INC COM 12008R107 8,406,695 147,460 SH SOLE 120,590 0 26,870
CVS HEALTH CORP COM 126650100 890,367 10,391 SH SOLE 9,566 0 825
CATERPILLAR INC COM 149123101 1,486,178 1,833 SH SOLE 1,625 0 208
CHARLES RIV LABS INTL INC COM 159864107 2,679,871 9,084 SH SOLE 4,309 0 4,775
CHENIERE ENERGY INC COM NEW 16411R208 3,119,403 11,595 SH SOLE 10,276 0 1,319
CHEVRON CORPORATION COM 166764100 284,260 1,392 SH SOLE 1,392 0 0
CHURCH & DWIGHT CO INC COM 171340102 3,775,301 40,069 SH SOLE 35,687 0 4,382
CISCO SYS INC COM 17275R102 3,662,290 34,027 SH SOLE 15,477 0 18,550
CLEAR SECURE INC COM CL A 18467V109 2,199,648 52,435 SH SOLE 33,343 0 19,092
COCA COLA CO COM 191216100 956,435 11,111 SH SOLE 10,511 0 600
COLGATE PALMOLIVE CO COM 194162103 231,217 2,710 SH SOLE 2,710 0 0
COMPASS INC CL A 20464U100 2,782,370 313,330 SH SOLE 223,855 0 89,475
CONOCOPHILLIPS COM 20825C104 334,776 2,675 SH SOLE 2,575 0 100
CORNING INC COM 219350105 3,802,485 24,730 SH SOLE 19,530 0 5,200
CORPAY INC COM SHS 219948106 2,395,719 6,165 SH SOLE 4,065 0 2,100
COSTCO WHOLESALE CORPORATION COM 22160K105 35,280,564 38,755 SH SOLE 29,128 0 9,627
CROCS INC COM 227046109 357,796 3,050 SH SOLE 1,690 0 1,360
CROWDSTRIKE HLDGS INC CL A 22788C105 26,606,051 100,495 SH SOLE 88,690 0 11,805
CUMMINS INC COM 231021106 11,794,677 22,833 SH SOLE 18,313 0 4,520
D R HORTON INC COM 23331A109 3,363,640 24,615 SH SOLE 16,290 0 8,325
DXC TECHNOLOGY CO COM 23355L106 162,450 15,000 SH SOLE 15,000 0 0
DEERE & CO COM 244199105 9,863,728 14,688 SH SOLE 11,323 0 3,365
DELL TECHNOLOGIES INC CL C 24703L202 94,941,720 176,488 SH SOLE 146,145 0 30,343
DELTA AIR LINES INC COM NEW 247361702 2,870,523 34,394 SH SOLE 30,628 0 3,766
DISNEY WALT CO COM 254687106 368,933 3,517 SH SOLE 2,500 0 1,017
DONALDSON INC COM 257651109 818,176 9,400 SH SOLE 0 0 9,400
DUOLINGO INC CL A COM 26603R106 3,698,840 25,975 SH SOLE 20,785 0 5,190
EA SERIES TRUST INVESTMENT HOUSE 26824D795 622,473,757 25,345,023 SH SOLE 13,132,522 0 12,212,500
EBAY INC. COM 278642103 204,146 1,925 SH SOLE 1,025 0 900
ECOLAB INC COM 278865100 11,340,887 41,303 SH SOLE 32,436 0 8,867
EDWARDS LIFESCIENCES CORP COM 28176E108 4,895,665 56,715 SH SOLE 42,990 0 13,725
EVERCORE INC CLASS A 29977A105 218,875 850 SH SOLE 850 0 0
EXPEDIA GROUP INC COM NEW 30212P303 15,875,780 60,282 SH SOLE 51,792 0 8,490
EXPEDITORS INTL WASH INC COM 302130109 8,994,553 48,714 SH SOLE 40,604 0 8,110
FS KKR CAP CORP COM 302635206 183,940 16,737 SH SOLE 16,737 0 0
META PLATFORMS INC CL A 30303M102 94,024,467 129,657 SH SOLE 108,907 0 20,750
FASTENAL CO COM 311900104 868,509 17,535 SH SOLE 6,065 0 11,470
FEDEX CORP COM 31428X106 2,157,093 7,566 SH SOLE 5,381 0 2,185
FEDEX FGHT HLDG CO INC COMMON STOCK 314352105 386,111 3,530 SH SOLE 2,670 0 860
FEDEX FGHT HLDG CO INC COMMON STOCK 314352105 29,423 269 SH SOLE 37 0 232
FISERV INC COM 337738108 3,107,932 68,790 SH SOLE 51,325 0 17,465
FIGURE TECHNOLOGY SOLUTIO COM CL A 349381103 8,249,802 285,955 SH SOLE 234,055 0 51,900
GILEAD SCIENCES INC COM 375558103 630,780 4,232 SH SOLE 3,525 0 707
GLOBAL PMTS INC COM 37940X102 351,181 4,300 SH SOLE 1,700 0 2,600
GOLDMAN SACHS GROUP INC COM 38141G104 684,933 761 SH SOLE 726 0 35
WW GRAINGER INC COM 384802104 4,819,845 3,869 SH SOLE 2,364 0 1,505
GRIFFON CORP COM 398433102 1,963,330 21,102 SH SOLE 18,790 0 2,312
HCA HEALTHCARE INC COM 40412C101 2,043,658 4,789 SH SOLE 4,131 0 658
HEICO CORP NEW COM 422806109 234,965 775 SH SOLE 775 0 0
HOME DEPOT INC COM 437076102 2,423,940 8,520 SH SOLE 3,765 0 4,755
IDEXX LABS INC COM 45168D104 783,285 1,500 SH SOLE 1,450 0 50
ILLINOIS TOOL WKS INC COM 452308109 430,944 1,675 SH SOLE 1,675 0 0
INTEL CORP COM 458140100 10,730,770 89,252 SH SOLE 46,645 0 42,607
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,129,948 24,935 SH SOLE 16,385 0 8,550
INTERCONTINENTAL EXCHANGE IN COM 45866F104 18,604,621 122,375 SH SOLE 95,261 0 27,114
INTERNATIONAL BUSINESS MACHS COM 459200101 2,348,852 10,680 SH SOLE 9,110 0 1,570
INTUIT COM 461202103 10,847,907 39,345 SH SOLE 30,186 0 9,159
INTUITIVE SURGICAL INC COM NEW 46120E602 11,487,298 28,250 SH SOLE 28,250 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2,735,047 13,148 SH SOLE 8,348 0 4,800
INVESCO EXCHANGE TRADED FD T BIOTECHNOLOGY 46137V787 581,787 5,980 SH SOLE 4,930 0 1,050
ISHARES INC MSCI STH KOR ETF 464286772 1,199,768 6,564 SH SOLE 5,853 0 711
ISHARES TR IBOXX INV CP ETF 464287242 762,058 7,458 SH SOLE 7,458 0 0
ISHARES TR 20 YR TR BD ETF 464287432 1,798,585 23,124 SH SOLE 20,683 0 2,441
ISHARES TR 1 3 YR TREAS BD 464287457 2,770,031 34,114 SH SOLE 34,054 0 60
ISHARES TR ISHARES BIOTECH 464287556 15,148,897 71,956 SH SOLE 57,261 0 14,695
ISHARES TR TRUST ISHARE 0-1 464288679 6,026,340 54,626 SH SOLE 49,701 0 4,925
ISHARES TR US HLTHCR PR ETF 464288828 917,486 16,715 SH SOLE 14,817 0 1,898
JPMORGAN CHASE & CO COM 46625H100 4,427,208 13,382 SH SOLE 12,270 0 1,112
JOHNSON & JOHNSON COM 478160104 16,512,099 62,371 SH SOLE 45,525 0 16,846
LENNAR CORP CL A 526057104 1,426,846 17,488 SH SOLE 16,701 0 787
ELI LILLY & CO COM 532457108 34,742,900 30,026 SH SOLE 21,757 0 8,269
LIVE NATION ENTERTAINMENT IN COM 538034109 1,687,244 9,966 SH SOLE 8,951 0 1,015
LOWES COS INC COM 548661107 10,071,003 54,648 SH SOLE 41,973 0 12,675
MAPLEBEAR INC COM 565394103 8,761,682 203,193 SH SOLE 152,998 0 50,195
MARVELL TECHNOLOGY INC COM 573874104 2,047,628 7,750 SH SOLE 7,450 0 300
MASTERCARD INCORPORATED CL A 57636Q104 8,776,094 15,914 SH SOLE 10,661 0 5,253
MCDONALDS CORP COM 580135101 667,878 2,892 SH SOLE 2,892 0 0
MCKESSON CORP COM 58155Q103 243,352 285 SH SOLE 285 0 0
MERCADOLIBRE INC COM 58733R102 33,793,339 19,550 SH SOLE 15,643 0 3,907
MERCK & CO INC COM 58933Y105 4,239,766 29,177 SH SOLE 17,408 0 11,769
METLIFE INC COM 59156R108 209,506 2,225 SH SOLE 2,225 0 0
MICROSOFT CORP COM 594918104 77,498,753 151,099 SH SOLE 112,116 0 38,983
MICRON TECHNOLOGY INC COM 595112103 16,141,742 15,155 SH SOLE 14,325 0 830
MOLINA HEALTHCARE INC COM 60855R100 31,049,464 164,196 SH SOLE 116,565 0 47,631
MORGAN STANLEY COM NEW 617446448 323,686 1,721 SH SOLE 1,721 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 9,703,861 21,759 SH SOLE 18,146 0 3,613
NETFLIX INC. COM 64110L106 201,782 2,900 SH SOLE 2,900 0 0
NEW YORK TIMES CO MTN BE CL A 650111107 1,563,899 24,551 SH SOLE 21,867 0 2,684
NEXTERA ENERGY INC COM 65339F101 518,819 6,850 SH SOLE 2,900 0 3,950
NIKE INC CL B 654106103 362,000 10,226 SH SOLE 5,165 0 5,061
NORFOLK SOUTHN CORP COM 655844108 3,753,114 12,146 SH SOLE 10,402 0 1,744
NOVARTIS AG SPONSORED ADR 66987V109 7,692,507 53,956 SH SOLE 41,476 0 12,480
NVIDIA CORPORATION COM 67066G104 61,205,547 267,999 SH SOLE 218,133 0 49,865
ORACLE CORP COM 68389X105 2,362,521 17,207 SH SOLE 8,718 0 8,489
PALO ALTO NETWORKS INC COM 697435105 313,875 790 SH SOLE 790 0 0
PAYCHEX INC COM 704326107 4,626,742 46,972 SH SOLE 37,532 0 9,440
PAYPAL HLDGS INC COM 70450Y103 2,936,742 55,906 SH SOLE 51,934 0 3,972
PEPSICO INC COM 713448108 1,269,036 10,014 SH SOLE 9,439 0 575
PHILLIPS 66 COM 718546104 296,926 1,163 SH SOLE 1,163 0 0
PROCTER & GAMBLE CO COM 742718109 691,823 4,762 SH SOLE 2,362 0 2,400
PROFESIONALLY MANAGED PORTFO PABRA WAGON ETF 74316P538 195,895 13,165 SH SOLE 11,744 0 1,421
PROGRESSIVE CORP COM 743315103 24,145,603 116,471 SH SOLE 91,259 0 25,212
QUALCOMM INC COM 747525103 13,904,836 75,553 SH SOLE 60,283 0 15,270
QUEST DIAGNOSTICS INC COM 74834L100 606,681 2,603 SH SOLE 2,603 0 0
RPM INTL INC COM 749685103 224,474 2,275 SH SOLE 2,275 0 0
RALPH LAUREN CORP CL A 751212101 6,529,737 18,390 SH SOLE 14,616 0 3,774
RTX CORPORATION COM 75513E101 750,026 4,040 SH SOLE 4,040 0 0
REDDIT INC CL A 75734B100 5,990,029 42,053 SH SOLE 33,078 0 8,975
ROUNDHILL ETF TRUST MEMORY ETF 77926X320 905,400 15,000 SH SOLE 0 0 15,000
S&P GLOBAL INC COM 78409V104 2,409,817 6,109 SH SOLE 3,817 0 2,292
SLM CORP COM 78442P106 1,372,396 60,645 SH SOLE 47,705 0 12,940
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 506,386 664 SH SOLE 192 0 472
SPDR GOLD TR GOLD SHS 78463V107 872,504 2,291 SH SOLE 2,041 0 250
SPDR SERIES TRUST ST STR CONV ETF 78464A359 231,196 2,285 SH SOLE 2,285 0 0
SPDR SERIES TRUST ST STR SP BIOT 78464A870 11,863,055 75,235 SH SOLE 63,090 0 12,145
SCOTTS MIRACLE-GRO CO CL A 810186106 620,612 12,385 SH SOLE 8,585 0 3,800
SEA LTD SPONSORD ADS 81141R100 9,977,291 102,478 SH SOLE 85,138 0 17,340
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 607,989 9,886 SH SOLE 8,823 0 1,063
SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 473,280 12,000 SH SOLE 4,000 0 8,000
SHERWIN WILLIAMS CO COM 824348106 484,905 1,500 SH SOLE 1,500 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 2,028,596 13,679 SH SOLE 11,887 0 1,792
QXO INC COM NEW 82846H405 10,000,327 855,460 SH SOLE 626,560 0 228,900
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 3,737,858 24,777 SH SOLE 12,576 0 12,201
SPROUTS FMRS MKT INC COM 85208M102 16,421,293 247,495 SH SOLE 197,635 0 49,860
BLOCK INC CL A 852234103 2,093,620 28,473 SH SOLE 27,000 0 1,473
STARBUCKS CORP COM 855244109 606,042 6,450 SH SOLE 6,450 0 0
STRYKER CORPORATION COM 863667101 7,973,367 28,953 SH SOLE 25,392 0 3,561
SYSCO CORP COM 871829107 1,453,564 18,645 SH SOLE 4,505 0 14,140
TJX COS INC NEW COM 872540109 284,863 2,153 SH SOLE 772 0 1,381
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 1,546,940 3,391 SH SOLE 2,996 0 395
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 222,025 1,070 SH SOLE 1,000 0 70
TAPESTRY INC COM 876030107 690,240 6,000 SH SOLE 0 0 6,000
TARGET CORP COM 87612E106 485,739 3,100 SH SOLE 3,100 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 1,187,587 4,647 SH SOLE 4,140 0 507
TESLA INC COM 88160R101 624,111 1,759 SH SOLE 1,060 0 699
TEXAS INSTRS INC COM 882508104 19,257,084 68,753 SH SOLE 57,819 0 10,934
THERMO FISHER SCIENTIFIC INC COM 883556102 840,437 1,245 SH SOLE 1,245 0 0
3M CO COM 88579Y101 312,213 1,902 SH SOLE 1,902 0 0
TOLL BROTHERS INC COM 889478103 1,442,903 10,708 SH SOLE 6,238 0 4,470
TRIMBLE INC COM 896239100 3,095,019 54,194 SH SOLE 48,169 0 6,025
US BANCORP COM NEW 902973304 362,444 6,275 SH SOLE 6,025 0 250
UBER TECHNOLOGIES INC COM 90353T100 8,371,237 122,190 SH SOLE 93,185 0 29,005
ULTA BEAUTY INC COM 90384S303 808,332 1,480 SH SOLE 1,050 0 430
UNION PAC CORP COM 907818108 7,836,800 28,798 SH SOLE 20,306 0 8,492
UNITED AIRLS HLDGS INC COM 910047109 887,600 8,000 SH SOLE 0 0 8,000
UNITEDHEALTH GROUP INC COM 91324P102 12,335,356 33,604 SH SOLE 27,668 0 5,936
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 420,819 691 SH SOLE 691 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607 743,497 1,965 SH SOLE 1,775 0 190
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 249,875 1,071 SH SOLE 1,071 0 0
VEEVA SYS INC CL A COM 922475108 9,439,832 33,070 SH SOLE 28,125 0 4,945
VANGUARD INDEX FDS MRNGSTR GRWT ETF 922908736 1,023,199 11,355 SH SOLE 10,131 0 1,224
VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 205,832 550 SH SOLE 550 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 473,516 10,323 SH SOLE 10,323 0 0
VISA INC COM CL A 92826C839 10,405,478 28,958 SH SOLE 23,843 0 5,115
WALMART INC COM 931142103 8,264,965 79,532 SH SOLE 62,367 0 17,165
WASTE MGMT INC DEL COM 94106L109 18,418,598 90,323 SH SOLE 70,636 0 19,687
WATERS CORP COM 941848103 2,309,873 5,257 SH SOLE 3,745 0 1,512
WILLIAMS SONOMA INC COM 969904101 24,761,730 108,633 SH SOLE 93,092 0 15,541
YUM BRANDS INC COM 988498101 1,538,597 11,285 SH SOLE 9,910 0 1,375
ZOETIS INC CL A 98978V103 2,265,285 32,440 SH SOLE 21,073 0 11,367