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   22,000,000 144,794 SH   SOLE 0 144,794 0 0
DOLLAR GEN CORP NEW COM Stock 256677105   319,483 2,350 SH   SOLE 0 2,350 0 0
WASTE MGMT INC DEL COM Stock 94106L109   2,188,065 12,217 SH   SOLE 0 12,217 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105   6,596,179 9,993 SH   SOLE 0 9,993 0 0
GOLDMAN SACHS GROUP INC COM Stock 38141G104   276,597 717 SH   SOLE 0 717 0 0
MARRIOTT INTL INC NEW CL A Stock 571903202   21,735,330 96,383 SH   SOLE 0 96,383 0 0
MEDTRONIC PLC SHS Stock G5960L103   607,553 7,375 SH   SOLE 0 7,375 0 0
NETFLIX INC COM Stock 64110L106   331,565 681 SH   SOLE 0 681 0 0
PROLOGIS INC. COM REIT 74340W103   1,309,273 9,822 SH   SOLE 0 9,822 0 0
ILLINOIS TOOL WKS INC COM Stock 452308109   3,933,553 15,017 SH   SOLE 0 15,017 0 0
BALLARD PWR SYS INC NEW COM Stock 058586108   44,604 12,055 SH   SOLE 0 12,055 0 0
CHUBB LIMITED COM Stock H1467J104   208,372 922 SH   SOLE 0 922 0 0
MARVELL TECHNOLOGY INC COM Stock 573874104   22,318,017 370,055 SH   SOLE 0 370,055 0 0
KIMBERLY-CLARK CORP COM Stock 494368103   307,906 2,534 SH   SOLE 0 2,534 0 0
MICROSTRATEGY INC CL A NEW Stock 594972408   261,491 414 SH   SOLE 0 414 0 0
HOME DEPOT INC COM Stock 437076102   5,397,170 15,574 SH   SOLE 0 15,574 0 0
SOUTHERN CO COM Stock 842587107   335,454 4,784 SH   SOLE 0 4,784 0 0
LABORATORY CORP AMER HLDGS COM NEW Stock 50540R409   704,599 3,100 SH   SOLE 0 3,100 0 0
SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805   228,598 6,185 SH   SOLE 0 6,185 0 0
SCHWAB U.S. LARGE-CAP ETF ETF 808524201   566,143 10,038 SH   SOLE 0 10,038 0 0
TREX CO INC COM Stock 89531P105   1,163,448 14,053 SH   SOLE 0 14,053 0 0
AON PLC SHS CL A Stock G0403H108   2,109,895 7,250 SH   SOLE 0 7,250 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   7,740,235 21,702 SH   SOLE 0 21,702 0 0
ADOBE INC COM Stock 00724F101   8,613,711 14,438 SH   SOLE 0 14,438 0 0
EXELON CORP COM Stock 30161N101   251,767 7,013 SH   SOLE 0 7,013 0 0
ALPHABET INC CAP STK CL A Stock 02079K305   32,780,633 234,667 SH   SOLE 0 234,667 0 0
OREILLY AUTOMOTIVE INC COM Stock 67103H107   2,228,888 2,346 SH   SOLE 0 2,346 0 0
INTUIT COM Stock 461202103   371,268 594 SH   SOLE 0 594 0 0
MICROSOFT CORP COM Stock 594918104   34,422,702 91,540 SH   SOLE 0 91,540 0 0
DTE ENERGY CO COM Stock 233331107   214,786 1,948 SH   SOLE 0 1,948 0 0
BLOOM ENERGY CORP COM CL A Stock 093712107   1,390,519 93,954 SH   SOLE 0 93,954 0 0
BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108   77,052,754 142 SH   SOLE 0 142 0 0
NEXTERA ENERGY INC COM Stock 65339F101   849,935 13,993 SH   SOLE 0 13,993 0 0
CLOUDFLARE INC CL A COM Stock 18915M107   20,368,227 244,634 SH   SOLE 0 244,634 0 0
TESLA INC COM Stock 88160R101   276,061 1,111 SH   SOLE 0 1,111 0 0
LINDE PLC SHS Stock G54950103   2,173,067 5,291 SH   SOLE 0 5,291 0 0
PUBLIC STORAGE COM REIT 74460D109   1,036,695 3,399 SH   SOLE 0 3,399 0 0
WELLTOWER INC COM REIT 95040Q104   250,853 2,782 SH   SOLE 0 2,782 0 0
MP MATERIALS CORP COM CL A Stock 553368101   4,765,767 240,089 SH   SOLE 0 240,089 0 0
ELI LILLY & CO COM Stock 532457108   12,785,767 21,934 SH   SOLE 0 21,934 0 0
SCHWAB U.S. MID-CAP ETF ETF 808524508   213,833 2,839 SH   SOLE 0 2,839 0 0
VERTIV HOLDINGS CO COM CL A Stock 92537N108   6,475,549 134,823 SH   SOLE 0 134,823 0 0
CARRIER GLOBAL CORPORATION COM Stock 14448C104   401,173 6,983 SH   SOLE 0 6,983 0 0
AFLAC INC COM Stock 001055102   1,397,055 16,934 SH   SOLE 0 16,934 0 0
ISHARES FLOATING RATE BOND ETF ETF 46429B655   1,122,245 22,170 SH   SOLE 0 22,170 0 0
BUTTERFLY NETWORK INC COM CL A Stock 124155102   12,420 11,500 SH   SOLE 0 11,500 0 0
SNOWFLAKE INC CL A Stock 833445109   14,752,467 74,133 SH   SOLE 0 74,133 0 0
ZILLOW GROUP INC CL A Stock 98954M101   2,977,290 52,491 SH   SOLE 0 52,491 0 0
FIRST SOLAR INC COM Stock 336433107   358,687 2,082 SH   SOLE 0 2,082 0 0
SOFI TECHNOLOGIES INC COM Stock 83406F102   7,175,572 721,163 SH   SOLE 0 721,163 0 0
SHOALS TECHNOLOGIES GROUP INC CL A Stock 82489W107   207,039 13,323 SH   SOLE 0 13,323 0 0
BUTTERFLY NETWORK INC WT EXP 021226 Stock 124155110   1,225 35,000 SH   SOLE 0 35,000 0 0
VISA INC COM CL A Stock 92826C839   6,457,201 24,802 SH   SOLE 0 24,802 0 0
IONQ INC WT EXP 100126 Stock 46222L116   155,588 35,361 SH   SOLE 0 35,361 0 0
VANGUARD SMALL-CAP GROWTH ETF ETF 922908595   1,112,384 4,601 SH   SOLE 0 4,601 0 0
ENPHASE ENERGY INC COM Stock 29355A107   7,097,239 53,710 SH   SOLE 0 53,710 0 0
ZEBRA TECHNOLOGIES CORPORATION CL A Stock 989207105   3,022,756 11,059 SH   SOLE 0 11,059 0 0
META PLATFORMS INC CL A Stock 30303M102   1,267,177 3,580 SH   SOLE 0 3,580 0 0
SERVICENOW INC COM Stock 81762P102   19,722,375 27,916 SH   SOLE 0 27,916 0 0
PALO ALTO NETWORKS INC COM Stock 697435105   945,680 3,207 SH   SOLE 0 3,207 0 0
PIONEER NAT RES CO COM Stock 723787107   454,258 2,020 SH   SOLE 0 2,020 0 0
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101   2,979,226 8,490 SH   SOLE 0 8,490 0 0
OMNICOM GROUP INC COM Stock 681919106   292,058 3,376 SH   SOLE 0 3,376 0 0
NVIDIA CORPORATION COM Stock 67066G104   69,827,506 141,003 SH   SOLE 0 141,003 0 0
ABBVIE INC COM Stock 00287Y109   1,436,882 9,272 SH   SOLE 0 9,272 0 0
SPDR S&P BIOTECH ETF ETF 78464A870   481,809 5,396 SH   SOLE 0 5,396 0 0
ZOETIS INC CL A Stock 98978V103   4,913,329 24,894 SH   SOLE 0 24,894 0 0
HANNON ARMSTRONG SUST INFR CAP COM REIT 41068X100   580,724 21,056 SH   SOLE 0 21,056 0 0
STRYKER CORPORATION COM Stock 863667101   2,017,761 6,738 SH   SOLE 0 6,738 0 0
FASTENAL CO COM Stock 311900104   2,125,622 32,818 SH   SOLE 0 32,818 0 0
MCDONALDS CORP COM Stock 580135101   456,625 1,540 SH   SOLE 0 1,540 0 0
CISCO SYS INC COM Stock 17275R102   1,375,761 27,232 SH   SOLE 0 27,232 0 0
ADVANCED MICRO DEVICES INC COM Stock 007903107   32,632,889 221,375 SH   SOLE 0 221,375 0 0
VEEVA SYS INC CL A COM Stock 922475108   1,555,369 8,079 SH   SOLE 0 8,079 0 0
UNION PAC CORP COM Stock 907818108   4,932,295 20,081 SH   SOLE 0 20,081 0 0
CINTAS CORP COM Stock 172908105   1,607,294 2,667 SH   SOLE 0 2,667 0 0
MICROCHIP TECHNOLOGY INC. COM Stock 595017104   3,368,223 37,350 SH   SOLE 0 37,350 0 0
IDEXX LABS INC COM Stock 45168D104   310,828 560 SH   SOLE 0 560 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102   268,049 505 SH   SOLE 0 505 0 0
LOCKHEED MARTIN CORP COM Stock 539830109   977,185 2,156 SH   SOLE 0 2,156 0 0
JPMORGAN CHASE & CO COM Stock 46625H100   2,609,868 15,343 SH   SOLE 0 15,343 0 0
CHEVRON CORP NEW COM Stock 166764100   487,902 3,271 SH   SOLE 0 3,271 0 0
EXTRA SPACE STORAGE INC COM REIT 30225T102   1,290,817 8,051 SH   SOLE 0 8,051 0 0
WALMART INC COM Stock 931142103   10,644,843 67,522 SH   SOLE 0 67,522 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101   8,584,576 52,489 SH   SOLE 0 52,489 0 0
ORACLE CORP COM Stock 68389X105   342,964 3,253 SH   SOLE 0 3,253 0 0
MORGAN STANLEY COM NEW Stock 617446448   2,411,165 25,857 SH   SOLE 0 25,857 0 0
CATERPILLAR INC COM Stock 149123101   201,943 683 SH   SOLE 0 683 0 0
ALPHABET INC CAP STK CL C Stock 02079K107   1,257,096 8,920 SH   SOLE 0 8,920 0 0
AMERICAN EXPRESS CO COM Stock 025816109   1,720,057 9,181 SH   SOLE 0 9,181 0 0
AMGEN INC COM Stock 031162100   927,424 3,220 SH   SOLE 0 3,220 0 0
CANADIAN NATL RY CO COM Stock 136375102   630,663 5,020 SH   SOLE 0 5,020 0 0
WOLFSPEED INC COM Stock 977852102   886,255 20,369 SH   SOLE 0 20,369 0 0
VANGUARD MEGA CAP GROWTH ETF ETF 921910816   744,794 2,870 SH   SOLE 0 2,870 0 0
BRISTOL-MYERS SQUIBB CO COM Stock 110122108   201,033 3,918 SH   SOLE 0 3,918 0 0
EXXON MOBIL CORP COM Stock 30231G102   422,116 4,222 SH   SOLE 0 4,222 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102   2,541,797 4,828 SH   SOLE 0 4,828 0 0
PRICE T ROWE GROUP INC COM Stock 74144T108   1,402,662 13,025 SH   SOLE 0 13,025 0 0
LOWES COS INC COM Stock 548661107   7,260,471 32,624 SH   SOLE 0 32,624 0 0
SOLAREDGE TECHNOLOGIES INC COM Stock 83417M104   1,207,908 12,905 SH   SOLE 0 12,905 0 0
COLGATE PALMOLIVE CO COM Stock 194162103   247,101 3,100 SH   SOLE 0 3,100 0 0
SHOPIFY INC CL A Stock 82509L107   433,669 5,567 SH   SOLE 0 5,567 0 0
PAYPAL HLDGS INC COM Stock 70450Y103   339,413 5,527 SH   SOLE 0 5,527 0 0
SUNRUN INC COM Stock 86771W105   4,264,343 217,236 SH   SOLE 0 217,236 0 0
APPLE INC COM Stock 037833100   54,076,209 280,872 SH   SOLE 0 280,871 0 0
ABBOTT LABS COM Stock 002824100   910,609 8,273 SH   SOLE 0 8,273 0 0
DISNEY WALT CO COM Stock 254687106   907,505 10,051 SH   SOLE 0 10,051 0 0
MARSH & MCLENNAN COS INC COM Stock 571748102   3,434,712 18,128 SH   SOLE 0 18,128 0 0