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
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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
ADOBE SYSTEMS INCORPORATED COM Stock 00724F101   18,792,568 48,765 SH   SOLE   0 0 48,765
AIRBNB INC COM CL A Stock 009066101   10,825,537 87,022 SH   SOLE   0 0 87,022
ALPHABET INC CAP STK CL A Stock 02079K305   62,238 600 SH   SOLE   0 0 600
ALPHABET INC CAP STK CL C Stock 02079K107   22,824,256 219,464 SH   SOLE   0 0 219,464
ANSYS INC COM Stock 03662Q105   19,844,531 59,629 SH   SOLE   0 0 59,629
ASPEN TECHNOLOGY INC COM Stock 29109X106   7,418,134 32,412 SH   SOLE   0 0 32,412
BIO-TECHNE CORP COM Stock 09073M104   8,284,501 111,666 SH   SOLE   0 0 111,666
CME GROUP INC COM Stock 12572Q105   12,372,157 64,599 SH   SOLE   0 0 64,599
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES ETF 25459Y207   80,095 1,104 SH   SOLE   0 0 1,104
DOXIMITY INC CL A Stock 26622P107   6,460,879 199,533 SH   SOLE   0 0 199,533
GARTNER INC COM Stock 366651107   12,455,816 38,235 SH   SOLE   0 0 38,235
IDEXX LABS INC COM Stock 45168D104   20,957,353 41,908 SH   SOLE   0 0 41,908
INTUITIVE SURGICAL INC COM NEW Stock 46120E602   20,492,015 80,213 SH   SOLE   0 0 80,213
INVESCO QQQ TRUST ETF 46090E103   3,041,454 9,477 SH   SOLE   0 0 9,477
ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457   207,700 2,528 SH   SOLE   0 0 2,528
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226   107,910 1,083 SH   SOLE   0 0 1,083
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF ETF 464287515   1,486,327 4,878 SH   SOLE   0 0 4,878
ISHARES MSCI ACWI EX U.S. ETF ETF 464288240   230,292 4,722 SH   SOLE   0 0 4,722
ISHARES MSCI EMERGING MARKETS ETF ETF 464287234   75,448 1,912 SH   SOLE   0 0 1,912
ISHARES MSCI MEXICO ETF ETF 464286822   357,478 6,005 SH   SOLE   0 0 6,005
ISHARES RUSSELL 2000 ETF ETF 464287655   140,936 790 SH   SOLE   0 0 790
ISHARES RUSSELL MIDCAP ETF ETF 464287499   145,643 2,083 SH   SOLE   0 0 2,083
ISHARES U.S. MEDICAL DEVICES ETF ETF 464288810   1,034,959 19,173 SH   SOLE   0 0 19,173
MASTERCARD INCORPORATED CL A Stock 57636Q104   25,099,245 69,065 SH   SOLE   0 0 69,065
MEDPACE HLDGS INC COM Stock 58506Q109   5,433,141 28,892 SH   SOLE   0 0 28,892
MICROSOFT CORP COM Stock 594918104   22,620,984 78,463 SH   SOLE   0 0 78,463
MONGODB INC CL A Stock 60937P106   181,367 778 SH   SOLE   0 0 778
PROLOGIS INC. COM REIT 74340W103   13,986,057 112,094 SH   SOLE   0 0 112,094
ROPER TECHNOLOGIES INC COM Stock 776696106   12,728,449 28,883 SH   SOLE   0 0 28,883
SERVICENOW INC COM Stock 81762P102   19,054 41 SH   SOLE   0 0 41
SPDR S&P 500 ETF TRUST ETF 78462F103   2,877,623 7,029 SH   SOLE   0 0 7,029
SPDR S&P 600 SMALL CAP ETF ETF 78464A813   3,056,675 36,376 SH   SOLE   0 0 36,376
TYLER TECHNOLOGIES INC COM Stock 902252105   17,392,964 49,044 SH   SOLE   0 0 49,044
VANGUARD REAL ESTATE ETF ETF 922908553   1,354,216 16,308 SH   SOLE   0 0 16,308
VANGUARD S&P 500 ETF ETF 922908363   152,684 406 SH   SOLE   0 0 406
VEEVA SYS INC CL A COM Stock 922475108   14,391,860 78,306 SH   SOLE   0 0 78,306
VISA INC COM CL A Stock 92826C839   26,001,174 115,325 SH   SOLE   0 0 115,325