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
AMAZON COM INC COM Stock 023135106   18,977,678 145,579 SH   SOLE 0 145,579 0 0
DOLLAR GEN CORP NEW COM Stock 256677105   398,983 2,350 SH   SOLE 0 2,350 0 0
WASTE MGMT INC DEL COM Stock 94106L109   2,144,338 12,365 SH   SOLE 0 12,365 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105   5,378,416 9,990 SH   SOLE 0 9,990 0 0
TELEDYNE TECHNOLOGIES INC COM Stock 879360105   207,199 504 SH   SOLE 0 504 0 0
MARRIOTT INTL INC NEW CL A Stock 571903202   17,199,446 93,633 SH   SOLE 0 93,633 0 0
MEDTRONIC PLC SHS Stock G5960L103   649,738 7,375 SH   SOLE 0 7,375 0 0
NETFLIX INC COM Stock 64110L106   284,116 645 SH   SOLE 0 645 0 0
PROLOGIS INC. COM REIT 74340W103   1,328,819 10,836 SH   SOLE 0 10,836 0 0
ILLINOIS TOOL WKS INC COM Stock 452308109   3,552,772 14,202 SH   SOLE 0 14,202 0 0
BALLARD PWR SYS INC NEW COM Stock 058586108   52,560 12,055 SH   SOLE 0 12,055 0 0
MARVELL TECHNOLOGY INC COM Stock 573874104   22,444,281 375,448 SH   SOLE 0 375,448 0 0
KIMBERLY-CLARK CORP COM Stock 494368103   349,844 2,534 SH   SOLE 0 2,534 0 0
HOME DEPOT INC COM Stock 437076102   4,398,352 14,159 SH   SOLE 0 14,159 0 0
SOUTHERN CO COM Stock 842587107   373,800 5,321 SH   SOLE 0 5,321 0 0
LABORATORY CORP AMER HLDGS COM NEW Stock 50540R409   748,123 3,100 SH   SOLE 0 3,100 0 0
SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805   220,495 6,185 SH   SOLE 0 6,185 0 0
SCHWAB U.S. LARGE-CAP ETF ETF 808524201   525,690 10,038 SH   SOLE 0 10,038 0 0
TREX CO INC COM Stock 89531P105   919,348 14,023 SH   SOLE 0 14,023 0 0
AON PLC SHS CL A Stock G0403H108   752,191 2,179 SH   SOLE 0 2,179 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   6,441,149 18,889 SH   SOLE 0 18,889 0 0
ADOBE SYSTEMS INCORPORATED COM Stock 00724F101   3,954,462 8,087 SH   SOLE 0 8,087 0 0
EXELON CORP COM Stock 30161N101   432,374 10,613 SH   SOLE 0 10,613 0 0
ALPHABET INC CAP STK CL A Stock 02079K305   26,890,964 224,653 SH   SOLE 0 224,653 0 0
FISERV INC COM Stock 337738108   212,689 1,686 SH   SOLE 0 1,686 0 0
OREILLY AUTOMOTIVE INC COM Stock 67103H107   2,393,982 2,506 SH   SOLE 0 2,506 0 0
INTUIT COM Stock 461202103   272,165 594 SH   SOLE 0 594 0 0
MICROSOFT CORP COM Stock 594918104   30,976,540 90,963 SH   SOLE 0 90,963 0 0
DTE ENERGY CO COM Stock 233331107   214,319 1,948 SH   SOLE 0 1,948 0 0
BLOOM ENERGY CORP COM CL A Stock 093712107   3,457,943 211,495 SH   SOLE 0 211,495 0 0
BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108   79,742,740 154 SH   SOLE 0 154 0 0
NEXTERA ENERGY INC COM Stock 65339F101   1,451,129 19,557 SH   SOLE 0 19,557 0 0
CLOUDFLARE INC CL A COM Stock 18915M107   15,020,915 229,783 SH   SOLE 0 229,783 0 0
LIVENT CORP COM Stock 53814L108   204,875 7,469 SH   SOLE 0 7,469 0 0
TESLA INC COM Stock 88160R101   373,284 1,426 SH   SOLE 0 1,426 0 0
LINDE PLC SHS Stock G54950103   2,014,777 5,291 SH   SOLE 0 5,291 0 0
PUBLIC STORAGE COM REIT 74460D109   1,065,070 3,649 SH   SOLE 0 3,649 0 0
WELLTOWER INC COM REIT 95040Q104   225,036 2,782 SH   SOLE 0 2,782 0 0
AMERESCO INC CL A Stock 02361E108   202,495 4,164 SH   SOLE 0 4,164 0 0
SUNNOVA ENERGY INTL INC. COM Stock 86745K104   1,614,356 88,168 SH   SOLE 0 88,168 0 0
MP MATERIALS CORP COM CL A Stock 553368101   10,420,010 455,420 SH   SOLE 0 455,420 0 0
LILLY ELI & CO COM Stock 532457108   10,631,777 22,670 SH   SOLE 0 22,670 0 0
SCHWAB U.S. MID-CAP ETF ETF 808524508   244,343 3,440 SH   SOLE 0 3,440 0 0
LIFE STORAGE INC COM REIT 53223X107   1,376,136 10,350 SH   SOLE 0 10,350 0 0
AFLAC INC COM Stock 001055102   1,181,993 16,934 SH   SOLE 0 16,934 0 0
ISHARES FLOATING RATE BOND ETF ETF 46429B655   1,118,040 22,000 SH   SOLE 0 22,000 0 0
BUTTERFLY NETWORK INC COM CL A Stock 124155102   26,450 11,500 SH   SOLE 0 11,500 0 0
SNOWFLAKE INC CL A Stock 833445109   12,468,711 70,853 SH   SOLE 0 70,853 0 0
ZILLOW GROUP INC CL A Stock 98954M101   2,114,419 42,976 SH   SOLE 0 42,976 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP Stock 559080106   214,942 3,449 SH   SOLE 0 3,449 0 0
FIRST SOLAR INC COM Stock 336433107   395,197 2,079 SH   SOLE 0 2,079 0 0
SOFI TECHNOLOGIES INC COM Stock 83406F102   6,985,926 837,641 SH   SOLE 0 837,641 0 0
SHOALS TECHNOLOGIES GROUP INC CL A Stock 82489W107   419,772 16,423 SH   SOLE 0 16,423 0 0
APPHARVEST INC WT EXP 013026 Stock 03783T111   2,259 74,320 SH   SOLE 0 74,320 0 0
BUTTERFLY NETWORK INC WT EXP 021226 Stock 124155110   19,853 84,300 SH   SOLE 0 84,300 0 0
VISA INC COM CL A Stock 92826C839   5,202,237 21,906 SH   SOLE 0 21,906 0 0
IONQ INC WT EXP 100126 Stock 46222L116   73,493 16,741 SH   SOLE 0 16,741 0 0
VANGUARD SMALL-CAP GROWTH ETF ETF 922908595   1,068,521 4,651 SH   SOLE 0 4,651 0 0
ENPHASE ENERGY INC COM Stock 29355A107   12,365,216 73,831 SH   SOLE 0 73,831 0 0
ZEBRA TECHNOLOGIES CORPORATION CL A Stock 989207105   4,856,641 16,417 SH   SOLE 0 16,417 0 0
META PLATFORMS INC CL A Stock 30303M102   907,144 3,161 SH   SOLE 0 3,161 0 0
SERVICENOW INC COM Stock 81762P102   15,554,206 27,678 SH   SOLE 0 27,678 0 0
PALO ALTO NETWORKS INC COM Stock 697435105   819,421 3,207 SH   SOLE 0 3,207 0 0
PIONEER NAT RES CO COM Stock 723787107   356,557 1,721 SH   SOLE 0 1,721 0 0
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101   2,666,131 8,640 SH   SOLE 0 8,640 0 0
NORTHERN TR CORP COM Stock 665859104   200,326 2,702 SH   SOLE 0 2,702 0 0
OMNICOM GROUP INC COM Stock 681919106   364,995 3,836 SH   SOLE 0 3,836 0 0
NVIDIA CORPORATION COM Stock 67066G104   66,016,501 156,060 SH   SOLE 0 156,060 0 0
ABBVIE INC COM Stock 00287Y109   1,249,217 9,272 SH   SOLE 0 9,272 0 0
SPDR S&P BIOTECH ETF ETF 78464A870   522,746 6,283 SH   SOLE 0 6,283 0 0
ZOETIS INC CL A Stock 98978V103   4,320,749 25,090 SH   SOLE 0 25,090 0 0
HANNON ARMSTRONG SUST INFR CAP COM REIT 41068X100   550,950 22,038 SH   SOLE 0 22,038 0 0
STRYKER CORPORATION COM Stock 863667101   2,055,696 6,738 SH   SOLE 0 6,738 0 0
FASTENAL CO COM Stock 311900104   1,935,934 32,818 SH   SOLE 0 32,818 0 0
RESMED INC COM Stock 761152107   209,979 961 SH   SOLE 0 961 0 0
MCDONALDS CORP COM Stock 580135101   459,551 1,540 SH   SOLE 0 1,540 0 0
CISCO SYS INC COM Stock 17275R102   1,408,984 27,232 SH   SOLE 0 27,232 0 0
ADVANCED MICRO DEVICES INC COM Stock 007903107   25,114,079 220,473 SH   SOLE 0 220,473 0 0
VEEVA SYS INC CL A COM Stock 922475108   1,907,699 9,648 SH   SOLE 0 9,648 0 0
UNION PAC CORP COM Stock 907818108   3,974,744 19,425 SH   SOLE 0 19,425 0 0
CINTAS CORP COM Stock 172908105   1,325,712 2,667 SH   SOLE 0 2,667 0 0
DONALDSON INC COM Stock 257651109   284,796 4,556 SH   SOLE 0 4,556 0 0
MICROCHIP TECHNOLOGY INC. COM Stock 595017104   3,346,187 37,350 SH   SOLE 0 37,350 0 0
IDEXX LABS INC COM Stock 45168D104   282,253 562 SH   SOLE 0 562 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102   263,484 505 SH   SOLE 0 505 0 0
LOCKHEED MARTIN CORP COM Stock 539830109   312,138 678 SH   SOLE 0 678 0 0
JPMORGAN CHASE & CO COM Stock 46625H100   1,928,074 13,257 SH   SOLE 0 13,256 0 0
CHEVRON CORP NEW COM Stock 166764100   528,853 3,361 SH   SOLE 0 3,361 0 0
WALMART INC COM Stock 931142103   10,613,108 67,522 SH   SOLE 0 67,522 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101   5,274,389 39,417 SH   SOLE 0 39,417 0 0
ORACLE CORP COM Stock 68389X105   387,400 3,253 SH   SOLE 0 3,253 0 0
MORGAN STANLEY COM NEW Stock 617446448   1,722,006 20,164 SH   SOLE 0 20,164 0 0
ALPHABET INC CAP STK CL C Stock 02079K107   1,079,052 8,920 SH   SOLE 0 8,920 0 0
AMERICAN EXPRESS CO COM Stock 025816109   1,599,412 9,181 SH   SOLE 0 9,181 0 0
AMGEN INC COM Stock 031162100   714,904 3,220 SH   SOLE 0 3,220 0 0
CANADIAN NATL RY CO COM Stock 136375102   612,372 5,058 SH   SOLE 0 5,058 0 0
PLUG POWER INC COM NEW Stock 72919P202   460,848 44,355 SH   SOLE 0 44,355 0 0
WOLFSPEED INC COM Stock 977852102   1,290,022 23,206 SH   SOLE 0 23,206 0 0
VANGUARD MEGA CAP GROWTH ETF ETF 921910816   675,368 2,870 SH   SOLE 0 2,870 0 0
BRISTOL-MYERS SQUIBB CO COM Stock 110122108   250,556 3,918 SH   SOLE 0 3,918 0 0
EXXON MOBIL CORP COM Stock 30231G102   452,810 4,222 SH   SOLE 0 4,222 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102   2,235,457 4,651 SH   SOLE 0 4,651 0 0
PRICE T ROWE GROUP INC COM Stock 74144T108   1,504,989 13,435 SH   SOLE 0 13,435 0 0
LOWES COS INC COM Stock 548661107   6,007,683 26,618 SH   SOLE 0 26,618 0 0
SOLAREDGE TECHNOLOGIES INC COM Stock 83417M104   3,793,874 14,101 SH   SOLE 0 14,101 0 0
COLGATE PALMOLIVE CO COM Stock 194162103   238,824 3,100 SH   SOLE 0 3,100 0 0
PAYPAL HLDGS INC COM Stock 70450Y103   1,023,638 15,340 SH   SOLE 0 15,340 0 0
ACTIVISION BLIZZARD INC COM Stock 00507V109   3,076,866 36,499 SH   SOLE 0 36,499 0 0
CROWN CASTLE INC COM REIT 22822V101   234,033 2,054 SH   SOLE 0 2,054 0 0
SUNRUN INC COM Stock 86771W105   2,969,832 166,284 SH   SOLE 0 166,284 0 0
APPLE INC COM Stock 037833100   54,555,116 281,255 SH   SOLE 0 281,255 0 0
ABBOTT LABS COM Stock 002824100   989,138 9,073 SH   SOLE 0 9,073 0 0
DISNEY WALT CO COM Stock 254687106   897,353 10,051 SH   SOLE 0 10,051 0 0
NOVOCURE LTD ORD SHS Stock G6674U108   13,127,737 316,331 SH   SOLE 0 316,331 0 0
MARSH & MCLENNAN COS INC COM Stock 571748102   2,772,299 14,740 SH   SOLE 0 14,740 0 0