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
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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, Inc. COM 00724F101   3,182,512 6,307 SH   SOLE   6,307 0 0
Alphabet, Inc. - Class C COM 02079K107   9,966,178 65,455 SH   SOLE   65,455 0 0
Amazon.com, Inc. COM 023135106   12,477,787 69,175 SH   SOLE   69,175 0 0
American National Bankshares, COM 027745108   5,046,035 105,654 SH   SOLE   105,654 0 0
Ametek, Inc. COM 031100100   4,293,943 23,477 SH   SOLE   23,477 0 0
ANSYS, Inc. COM 03662Q105   741,187 2,135 SH   SOLE   2,135 0 0
Apple, Inc. COM 037833100   10,624,043 61,955 SH   SOLE   61,955 0 0
AutoZone, Inc. COM 053332102   2,190,397 695 SH   SOLE   695 0 0
Baidu, Inc. - Spon ADR COM 056752108   428,490 4,070 SH   SOLE   4,070 0 0
Boeing Co. COM 097023105   11,540,030 59,796 SH   SOLE   59,796 0 0
Boeing Co. OPTION 097023905   5,982,690 31,000 SH Call SOLE   0 0 0
Broadcom, Inc. COM 11135F101   1,730,985 1,306 SH   SOLE   1,306 0 0
Callon Petroleum Co. COM 13123X508   8,471,616 236,902 SH   SOLE   236,902 0 0
Cambridge Bancorp COM 132152109   10,289,843 150,966 SH   SOLE   150,966 0 0
Capstar Financial Holdings, In COM 14070T102   15,914,678 791,775 SH   SOLE   791,775 0 0
Cerevel Therapeutics Holdings, COM 15678U128   5,163,281 122,150 SH   SOLE   122,150 0 0
Chipotle Mexican Grill, Inc. COM 169656105   1,380,716 475 SH   SOLE   475 0 0
CrowdStrike Holdings, Inc. COM 22788C105   787,690 2,457 SH   SOLE   2,457 0 0
CSI Compressco LP COM 12637A103   4,136,726 1,775,419 SH   SOLE   1,775,419 0 0
Daseke, Inc. COM 23753F107   6,049,737 728,884 SH   SOLE   728,884 0 0
Diamondback Energy, Inc. COM 25278X109   1,301,977 6,570 SH   SOLE   6,570 0 0
Eli Lilly & Co. COM 532457108   1,906,002 2,450 SH   SOLE   2,450 0 0
Equinix, Inc. COM 29444U700   2,264,706 2,744 SH   SOLE   2,744 0 0
Ferrari NV COM N3167Y103   1,512,712 3,470 SH   SOLE   3,470 0 0
FNCB Bancorp, Inc. COM 302578109   677,807 111,665 SH   SOLE   111,665 0 0
Gartner, Inc. COM 366651107   4,358,194 9,143 SH   SOLE   9,143 0 0
HEICO Corp. COM 422806109   2,244,823 11,753 SH   SOLE   11,753 0 0
Humana, Inc. COM 444859102   7,568,898 21,830 SH   SOLE   21,830 0 0
Invesco QQQ Trust Series 1 OPTION 46090E953   26,507,397 59,700 SH Put SOLE   0 0 0
Kaman Corp. COM 483548103   5,275,050 115,000 SH   SOLE   115,000 0 0
L3Harris Technologies, Inc. COM 502431109   1,981,830 9,300 SH   SOLE   9,300 0 0
Lululemon Athletica, Inc. COM 550021109   4,001,037 10,242 SH   SOLE   10,242 0 0
Marriott International, Inc. COM 571903202   4,465,635 17,699 SH   SOLE   17,699 0 0
Martin Marietta Materials, Inc COM 573284106   2,382,701 3,881 SH   SOLE   3,881 0 0
Mastercard Inc. - Class A COM 57636Q104   13,881,255 28,825 SH   SOLE   28,825 0 0
Meta Platforms, Inc. COM 30303M102   10,169,988 20,944 SH   SOLE   20,944 0 0
Microsoft Corp. COM 594918104   13,171,902 31,308 SH   SOLE   31,308 0 0
Monster Beverage Corp. COM 61174X109   2,215,531 37,374 SH   SOLE   37,374 0 0
MSCI, Inc. COM 55354G100   1,204,968 2,150 SH   SOLE   2,150 0 0
Nasdaq, Inc. COM 631103108   1,519,448 24,080 SH   SOLE   24,080 0 0
Netflix, Inc. COM 64110L106   4,556,190 7,502 SH   SOLE   7,502 0 0
Novo Nordisk A/S COM 670100205   1,802,736 14,040 SH   SOLE   14,040 0 0
NVIDIA Corp. COM 67066G104   24,633,756 27,263 SH   SOLE   27,263 0 0
NXP Semiconductors NV COM N6596X109   6,367,689 25,700 SH   SOLE   25,700 0 0
Olink Holding AB COM 680710100   9,725,100 413,658 SH   SOLE   413,658 0 0
Paramount Global COM 92556H206   529,650 45,000 SH   SOLE   45,000 0 0
Pioneer Natural Resources Comp COM 723787107   15,572,813 59,325 SH   SOLE   59,325 0 0
Rivian Automotive, Inc. COM 76954A103   677,772 61,897 SH   SOLE   61,897 0 0
Roper Technologies, Inc. COM 776696106   2,537,801 4,525 SH   SOLE   4,525 0 0
Salesforce, Inc. COM 79466L302   1,377,899 4,575 SH   SOLE   4,575 0 0
Sequans Communications COM 817323207   94,079 244,360 SH   SOLE   244,360 0 0
ServiceNow, Inc. COM 81762P102   3,078,571 4,038 SH   SOLE   4,038 0 0
Spotify Technology S.A. COM L8681T102   3,980,404 15,083 SH   SOLE   15,083 0 0
Synopsys, Inc. COM 871607107   4,155,377 7,271 SH   SOLE   7,271 0 0
Taiwan Semiconductor COM 874039100   1,033,980 7,600 SH   SOLE   7,600 0 0
TEGNA, Inc. COM 87901J105   518,493 34,705 SH   SOLE   34,705 0 0
TJX Company, Inc. COM 872540109   5,986,316 59,025 SH   SOLE   59,025 0 0
Toll Brothers, Inc. COM 889478103   5,384,250 41,619 SH   SOLE   41,619 0 0
TransDigm Group, Inc. COM 893641100   10,238,291 8,313 SH   SOLE   8,313 0 0
Tricon Residential, Inc. COM 89612W102   11,417,723 1,024,011 SH   SOLE   1,024,011 0 0
UBS Group AG COM H42097107   11,603,313 377,712 SH   SOLE   377,712 0 0
Vulcan Materials Company COM 929160109   4,088,342 14,980 SH   SOLE   14,980 0 0
Walt Disney Company/The COM 254687106   4,887,670 39,945 SH   SOLE   39,945 0 0
Whole Earth Brands, Inc. COM 96684W100   1,753,522 363,048 SH   SOLE   363,048 0 0