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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AAON INC COM PAR $0.004 000360206   372,100 6,543 SH   SOLE 0 0 0 6,543
ABBOTT LABS COM 002824100   1,511,950 15,611 SH   SOLE 0 0 0 15,611
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   1,931,722 6,290 SH   SOLE 0 0 0 6,290
ACTIVISION BLIZZARD INC COM 00507V109   1,152,304 12,307 SH   SOLE 0 0 0 12,307
ADVANCED ENERGY INDS COM 007973100   432,073 4,190 SH   SOLE 0 0 0 4,190
AEHR TEST SYS COM 00760J108   266,934 5,841 SH   SOLE 0 0 0 5,841
AGCO CORP COM 001084102   937,369 7,925 SH   SOLE 0 0 0 7,925
ALIGN TECHNOLOGY INC COM 016255101   881,154 2,886 SH   SOLE 0 0 0 2,886
ALPHABET INC CAP STK CL A 02079K305   19,910,749 152,153 SH   SOLE 0 0 0 152,153
ALPHABET INC CAP STK CL C 02079K107   1,012,476 7,679 SH   SOLE 0 0 0 7,679
AMAZON COM INC COM 023135106   13,000,313 102,268 SH   SOLE 0 0 0 102,268
AMETEK INC COM 031100100   1,036,093 7,012 SH   SOLE 0 0 0 7,012
AMPHASTAR PHARMACEUTICALS IN COM 03209R103   401,953 8,740 SH   SOLE 0 0 0 8,740
APPLE INC COM 037833100   18,665,092 109,019 SH   SOLE 0 0 0 109,019
ARISTA NETWORKS INC COM 040413106   2,286,434 12,431 SH   SOLE 0 0 0 12,431
ASML HOLDING N V N Y REGISTRY SHS N07059210   1,380,996 2,346 SH   SOLE 0 0 0 2,346
AXCELIS TECHNOLOGIES INC COM NEW 054540208   509,857 3,127 SH   SOLE 0 0 0 3,127
AXON ENTERPRISE INC COM 05464C101   1,035,743 5,205 SH   SOLE 0 0 0 5,205
BADGER METER INC COM 056525108   1,380,720 9,597 SH   SOLE 0 0 0 9,597
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   16,640,768 47,504 SH   SOLE 0 0 0 47,504
BOISE CASCADE CO DEL COM 09739D100   292,634 2,840 SH   SOLE 0 0 0 2,840
BOOKING HOLDINGS INC COM 09857L108   17,387,316 5,638 SH   SOLE 0 0 0 5,638
BROWN & BROWN INC COM 115236101   1,045,016 14,963 SH   SOLE 0 0 0 14,963
CADENCE DESIGN SYSTEM INC COM 127387108   2,133,302 9,105 SH   SOLE 0 0 0 9,105
CALIFORNIA RES CORP COM STOCK 13057Q305   471,268 8,414 SH   SOLE 0 0 0 8,414
CATALYST PHARMACEUTICALS INC COM 14888U101   291,233 24,913 SH   SOLE 0 0 0 24,913
CELSIUS HLDGS INC COM NEW 15118V207   2,389,873 13,927 SH   SOLE 0 0 0 13,927
CHEMED CORP NEW COM 16359R103   1,139,702 2,193 SH   SOLE 0 0 0 2,193
CHIPOTLE MEXICAN GRILL INC COM 169656105   17,612,648 9,615 SH   SOLE 0 0 0 9,615
CHURCH & DWIGHT CO INC COM 171340102   2,879,473 31,425 SH   SOLE 0 0 0 31,425
CINTAS CORP COM 172908105   967,311 2,011 SH   SOLE 0 0 0 2,011
COMFORT SYS USA INC COM 199908104   415,630 2,439 SH   SOLE 0 0 0 2,439
COMMERCIAL METALS CO COM 201723103   1,879,705 38,043 SH   SOLE 0 0 0 38,043
COPART INC COM 217204106   2,102,404 48,791 SH   SOLE 0 0 0 48,791
CORCEPT THERAPEUTICS INC COM 218352102   387,942 14,239 SH   SOLE 0 0 0 14,239
COSTCO WHSL CORP NEW COM 22160K105   1,939,508 3,433 SH   SOLE 0 0 0 3,433
CSW INDUSTRIALS INC COM 126402106   496,805 2,835 SH   SOLE 0 0 0 2,835
CYBERARK SOFTWARE LTD SHS M2682V108   401,237 2,450 SH   SOLE 0 0 0 2,450
DECKERS OUTDOOR CORP COM 243537107   1,196,802 2,328 SH   SOLE 0 0 0 2,328
DIREXION SHS ETF TR 20YR TRES BEAR 25460G849   5,863,184 132,832 SH   SOLE 0 16 0 132,816
E L F BEAUTY INC COM 26856L103   2,241,191 20,406 SH   SOLE 0 0 0 20,406
EDWARDS LIFESCIENCES CORP COM 28176E108   12,602,403 181,905 SH   SOLE 0 0 0 181,905
EQUITY LIFESTYLE PPTYS INC COM 29472R108   2,426,523 38,087 SH   SOLE 0 0 0 38,087
EXP WORLD HLDGS INC COM 30212W100   395,931 24,380 SH   SOLE 0 0 0 24,380
EXXON MOBIL CORP COM 30231G102   2,978,753 25,334 SH   SOLE 0 0 0 25,334
FLEXSHARES TR FLEXSHARES ULTRA 33939L886   4,642,788 61,813 SH   SOLE 0 0 0 61,813
FLYWIRE CORPORATION COM VTG 302492103   243,161 7,625 SH   SOLE 0 0 0 7,625
FOX FACTORY HLDG CORP COM 35138V102   1,003,383 10,127 SH   SOLE 0 0 0 10,127
GENMAB A/S SPONSORED ADS 372303206   855,932 24,268 SH   SOLE 0 0 0 24,268
HARMONY BIOSCIENCES HLDGS IN COM 413197104   276,644 8,442 SH   SOLE 0 0 0 8,442
HERSHEY CO COM 427866108   1,416,366 7,079 SH   SOLE 0 0 0 7,079
HOME DEPOT INC COM 437076102   1,775,341 5,876 SH   SOLE 0 0 0 5,876
HUBSPOT INC COM 443573100   1,131,273 2,297 SH   SOLE 0 0 0 2,297
INSIGHT ENTERPRISES INC COM 45765U103   420,495 2,890 SH   SOLE 0 0 0 2,890
INTUIT COM 461202103   16,857,499 32,993 SH   SOLE 0 0 0 32,993
INTUITIVE SURGICAL INC COM NEW 46120E602   9,596,956 32,834 SH   SOLE 0 0 0 32,834
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100   4,432,302 296,475 SH   SOLE 0 0 0 296,475
INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508   9,030,842 430,245 SH   SOLE 0 0 0 430,245
INVESCO EXCHANGE TRADED FD T FINL PFD ETF 46137V621   5,207,519 370,378 SH   SOLE 0 0 0 370,378
IRADIMED CORP COM 46266A109   390,456 8,800 SH   SOLE 0 0 0 8,800
ISHARES TR CORE S&P500 ETF 464287200   3,170,945 7,384 SH   SOLE 0 0 0 7,384
ISHARES TR MBS ETF 464288588   7,957,559 89,612 SH   SOLE 0 0 0 89,612
ISHARES TR IBOXX HI YD ETF 464288513   2,584,259 35,055 SH   SOLE 0 0 0 35,055
ISHARES TR CORE 1 5 YR USD 46432F859   20,079,251 432,929 SH   SOLE 0 0 0 432,929
ISHARES TR RUSSELL 2000 ETF 464287655   367,619 2,080 SH   SOLE 0 0 0 2,080
ISHARES TR S&P 500 VAL ETF 464287408   414,906 2,697 SH   SOLE 0 0 0 2,697
ISHARES TR RUS MID CAP ETF 464287499   444,320 6,416 SH   SOLE 0 0 0 6,416
ISHARES TR S&P 500 GRWT ETF 464287309   476,340 6,962 SH   SOLE 0 0 0 6,962
ISHARES TR CORE S&P US VLU 464287663   394,152 5,282 SH   SOLE 0 0 0 5,282
ISHARES TR CORE S&P US GWT 464287671   981,511 10,350 SH   SOLE 0 0 0 10,350
ISHARES TR MSCI ACWI EX US 464288240   1,158,420 24,642 SH   SOLE 0 0 0 24,642
ISHARES TR SP SMCP600VL ETF 464287879   267,755 3,001 SH   SOLE 0 0 0 3,001
ISHARES TR TIPS BD ETF 464287176   13,775,773 132,817 SH   SOLE 0 0 0 132,817
JOHNSON & JOHNSON COM 478160104   1,713,016 10,999 SH   SOLE 0 0 0 10,999
KINSALE CAP GROUP INC COM 49714P108   2,458,690 5,937 SH   SOLE 0 0 0 5,937
LENNAR CORP CL A 526057104   3,630,192 32,346 SH   SOLE 0 0 0 32,346
LGI HOMES INC COM 50187T106   332,993 3,347 SH   SOLE 0 0 0 3,347
LINDE PLC SHS G54950103   216,708 582 SH   SOLE 0 0 0 582
LULULEMON ATHLETICA INC COM 550021109   303,861 788 SH   SOLE 0 0 0 788
M/I HOMES INC COM 55305B101   308,007 3,665 SH   SOLE 0 0 0 3,665
MALIBU BOATS INC COM CL A 56117J100   232,894 4,751 SH   SOLE 0 0 0 4,751
MASTERCARD INCORPORATED CL A 57636Q104   15,078,007 38,084 SH   SOLE 0 0 0 38,084
MCDONALDS CORP COM 580135101   1,679,167 6,374 SH   SOLE 0 0 0 6,374
MCGRATH RENTCORP COM 580589109   421,309 4,203 SH   SOLE 0 0 0 4,203
MEDPACE HLDGS INC COM 58506Q109   1,967,306 8,125 SH   SOLE 0 0 0 8,125
META PLATFORMS INC CL A 30303M102   14,774,238 49,213 SH   SOLE 0 0 0 49,213
META PLATFORMS INC CL A 30303M102   264,600 1,200 SH Call SOLE 0 0 0 1,200
MGP INGREDIENTS INC NEW COM 55303J106   213,808 2,027 SH   SOLE 0 0 0 2,027
MICROSOFT CORP COM 594918104   3,661,437 11,596 SH   SOLE 0 0 0 11,596
MONOLITHIC PWR SYS INC COM 609839105   1,660,890 3,595 SH   SOLE 0 0 0 3,595
MONSTER BEVERAGE CORP NEW COM 61174X109   15,456,161 291,901 SH   SOLE 0 0 0 291,901
NAPCO SEC TECHNOLOGIES INC COM 630402105   270,961 12,178 SH   SOLE 0 0 0 12,178
NEXTERA ENERGY INC COM 65339F101   1,397,031 24,385 SH   SOLE 0 0 0 24,385
NIKE INC CL B 654106103   12,836,600 134,246 SH   SOLE 0 0 0 134,246
NOVO-NORDISK A S ADR 670100205   20,385,863 224,168 SH   SOLE 0 0 0 224,168
NUVEEN N Y MUN VALUE FD COM 67062M105   112,532 14,049 SH   SOLE 0 0 0 14,049
NVIDIA CORPORATION COM 67066G104   22,430,262 51,565 SH   SOLE 0 0 0 51,565
OLD DOMINION FREIGHT LINE IN COM 679580100   2,373,421 5,801 SH   SOLE 0 0 0 5,801
OMEGA FLEX INC COM 682095104   276,736 3,515 SH   SOLE 0 0 0 3,515
ORACLE CORP COM 68389X105   222,856 2,104 SH   SOLE 0 0 0 2,104
PACKAGING CORP AMER COM 695156109   1,804,712 11,753 SH   SOLE 0 0 0 11,753
PAYCOM SOFTWARE INC COM 70432V102   762,772 2,942 SH   SOLE 0 0 0 2,942
PAYPAL HLDGS INC COM 70450Y103   5,202,278 88,989 SH   SOLE 0 0 0 88,989
PERION NETWORK LTD SHS NEW M78673114   348,631 11,382 SH   SOLE 0 0 0 11,382
PIMCO ETF TR ENHAN SHRT MA AC 72201R833   3,810,496 38,052 SH   SOLE 0 0 0 38,052
POOL CORP COM 73278L105   968,236 2,719 SH   SOLE 0 0 0 2,719
PROGRESSIVE CORP COM 743315103   16,382,631 117,607 SH   SOLE 0 0 0 117,607
PROGYNY INC COM 74340E103   286,108 8,410 SH   SOLE 0 0 0 8,410
PROSHARES TR ULSH 20YRTRE NEW 74347G887   3,129,315 31,212 SH   SOLE 0 0 0 31,212
QUALYS INC COM 74758T303   1,154,041 7,565 SH   SOLE 0 0 0 7,565
ROLLINS INC COM 775711104   953,110 25,532 SH   SOLE 0 0 0 25,532
SAIA INC COM 78709Y105   204,507 513 SH   SOLE 0 0 0 513
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   1,718,969 51,823 SH   SOLE 0 0 0 51,823
SHERWIN WILLIAMS CO COM 824348106   1,840,632 7,217 SH   SOLE 0 0 0 7,217
SHOCKWAVE MED INC COM 82489T104   679,927 3,415 SH   SOLE 0 0 0 3,415
SKECHERS U S A INC CL A 830566105   934,553 19,092 SH   SOLE 0 0 0 19,092
SMITH A O CORP COM 831865209   2,638,537 39,899 SH   SOLE 0 0 0 39,899
SOLAREDGE TECHNOLOGIES INC COM 83417M104   462,739 3,573 SH   SOLE 0 0 0 3,573
SOUNDTHINKING INC COM 82536T107   232,360 12,981 SH   SOLE 0 0 0 12,981
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   649,803 1,940 SH   SOLE 0 0 0 1,940
SPDR S&P 500 ETF TR TR UNIT 78462F103   419,358 981 SH   SOLE 0 0 0 981
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   252,964 2,755 SH   SOLE 0 0 0 2,755
SPDR SER TR BBG CONV SEC ETF 78464A359   2,610,658 38,505 SH   SOLE 0 0 0 38,505
SPX TECHNOLOGIES INC COM 78473E103   233,862 2,873 SH   SOLE 0 0 0 2,873
STARBUCKS CORP COM 855244109   330,032 3,616 SH   SOLE 0 0 0 3,616
STMICROELECTRONICS N V NY REGISTRY 861012102   625,345 14,489 SH   SOLE 0 0 0 14,489
SUPER MICRO COMPUTER INC COM 86800U104   1,720,456 6,274 SH   SOLE 0 0 0 6,274
SYNOPSYS INC COM 871607107   19,472,261 42,426 SH   SOLE 0 0 0 42,426
TEXAS PACIFIC LAND CORPORATI COM 88262P102   1,059,488 581 SH   SOLE 0 0 0 581
TITAN MACHY INC COM 88830R101   204,799 7,705 SH   SOLE 0 0 0 7,705
TORO CO COM 891092108   11,987,137 144,250 SH   SOLE 0 0 0 144,250
TRACTOR SUPPLY CO COM 892356106   14,349,292 70,669 SH   SOLE 0 0 0 70,669
TREX CO INC COM 89531P105   957,360 15,534 SH   SOLE 0 0 0 15,534
UNION PAC CORP COM 907818108   1,663,097 8,167 SH   SOLE 0 0 0 8,167
UNITED PARCEL SERVICE INC CL B 911312106   1,478,427 9,485 SH   SOLE 0 0 0 9,485
UNITEDHEALTH GROUP INC COM 91324P102   16,316,912 32,363 SH   SOLE 0 0 0 32,363
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718   229,286 2,159 SH   SOLE 0 0 0 2,159
VERTEX PHARMACEUTICALS INC COM 92532F100   953,503 2,742 SH   SOLE 0 0 0 2,742
VISA INC COM CL A 92826C839   310,974 1,352 SH   SOLE 0 0 0 1,352
VITA COCO CO INC COM 92846Q107   222,512 8,545 SH   SOLE 0 0 0 8,545
WD 40 CO COM 929236107   216,247 1,064 SH   SOLE 0 0 0 1,064
WISDOMTREE TR FLOATNG RAT TREA 97717Y527   3,704,101 73,611 SH   SOLE 0 0 0 73,611
XPEL INC COM 98379L100   465,128 6,032 SH   SOLE 0 0 0 6,032
ZYNEX INC COM 98986M103   264,896 33,112 SH   SOLE 0 0 0 33,112