| ADOBE INC | COM | $4.0M | 2.2% | 10,433 SH | |
| AFLAC INC | COM | $400K | 0.2% | 3,600 SH | |
| ALPHABET INC | CAP STK CL A | $634K | 0.3% | 4,100 SH | |
| ALPHABET INC | CAP STK CL C | $1.2M | 0.7% | 8,000 SH | |
| AMAZON COM INC | COM | $6.5M | 3.5% | 34,335 SH | |
| AMERICAN EXPRESS CO | COM | $767K | 0.4% | 2,850 SH | |
| AMGEN INC | COM | $968K | 0.5% | 3,108 SH | |
| ANALOG DEVICES INC | COM | $1.5M | 0.8% | 7,298 SH | |
| APPLE INC | COM | $2.7M | 1.5% | 12,265 SH | |
| APPLIED MATLS INC | COM | $2.1M | 1.1% | 14,171 SH | |
| ASML HOLDING N V | N Y REGISTRY SHS | $2.5M | 1.3% | 3,750 SH | |
| ASTRAZENECA PLC | SPONSORED ADR | $276K | 0.1% | 3,750 SH | |
| BANCO BBVA ARGENTINA S A | SPONSORED ADS | $435K | 0.2% | 24,000 SH | |
| BANCO MACRO SA | SPON ADR B | $593K | 0.3% | 7,850 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $798K | 0.4% | 1 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $320K | 0.2% | 600 SH | |
| BHP GROUP LTD | SPONSORED ADS | $454K | 0.2% | 9,357 SH | |
| BIO-TECHNE CORP | COM | $729K | 0.4% | 12,435 SH | |
| BLOCK INC | CL A | $1.3M | 0.7% | 23,085 SH | |
| BOEING CO | COM | $2.9M | 1.6% | 16,850 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $237K | 0.1% | 3,891 SH | |
| CHUBB LIMITED | COM | $528K | 0.3% | 1,750 SH | |
| CYBERARK SOFTWARE LTD | SHS | $676K | 0.4% | 2,000 SH | |
| D R HORTON INC | COM | $820K | 0.4% | 6,450 SH | |
| DISNEY WALT CO | COM | $6.7M | 3.6% | 68,294 SH | |
| EBAY INC. | COM | $417K | 0.2% | 6,150 SH | |
| ELBIT SYS LTD | ORD | $5.8M | 3.1% | 15,030 SH | |
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | $2.1M | 1.1% | 31,880 SH | |
| FIDELITY NATL INFORMATION SV | COM | $1.2M | 0.6% | 15,400 SH | |
| FISERV INC | COM | $11.8M | 6.4% | 53,417 SH | |
| FIVERR INTL LTD | ORD SHS | $327K | 0.2% | 13,800 SH | |
| FORTUNE BRANDS INNOVATIONS I | COM | $700K | 0.4% | 11,500 SH | |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $228K | 0.1% | 2,830 SH | |
| GENEDX HOLDINGS CORP | COM CL A | $4.5M | 2.4% | 50,600 SH | |
| GENERAL DYNAMICS CORP | COM | $681K | 0.4% | 2,500 SH | |
| GRAIL INC | COM | $358K | 0.2% | 14,000 SH | |
| GRUPO SUPERVIELLE S.A. | SPONSORED ADR | $374K | 0.2% | 28,645 SH | |
| HALLIBURTON CO | COM | $317K | 0.2% | 12,500 SH | |
| HOVNANIAN ENTERPRISES INC | CL A NEW | $204K | 0.1% | 1,950 SH | |
| IDEXX LABS INC | COM | $2.7M | 1.4% | 6,395 SH | |
| INMODE LTD | SHS | $994K | 0.5% | 56,020 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $854K | 0.5% | 3,434 SH | |
| INTUIT | COM | $4.5M | 2.4% | 7,316 SH | |
| JOHNSON & JOHNSON | COM | $395K | 0.2% | 2,382 SH | |
| JPMORGAN CHASE & CO. | COM | $1.4M | 0.7% | 5,603 SH | |
| KLA CORP | COM NEW | $680K | 0.4% | 1,000 SH | |
| L3HARRIS TECHNOLOGIES INC | COM | $1.1M | 0.6% | 5,317 SH | |
| LAM RESEARCH CORP | COM NEW | $434K | 0.2% | 5,973 SH | |
| LOCKHEED MARTIN CORP | COM | $1.5M | 0.8% | 3,395 SH | |
| MASTERCARD INCORPORATED | CL A | $1.4M | 0.7% | 2,471 SH | |
| MCKESSON CORP | COM | $808K | 0.4% | 1,201 SH | |
| MEDTRONIC PLC | SHS | $257K | 0.1% | 2,856 SH | |
| MERCADOLIBRE INC | COM | $3.2M | 1.7% | 1,631 SH | |
| MERCK & CO INC | COM | $359K | 0.2% | 4,000 SH | |
| META PLATFORMS INC | CL A | $3.1M | 1.7% | 5,450 SH | |
| MICROSOFT CORP | COM | $5.7M | 3.1% | 15,225 SH | |
| MONDAY COM LTD | SHS | $511K | 0.3% | 2,100 SH | |
| MOOG INC | CL A | $2.2M | 1.2% | 12,590 SH | |
| NETFLIX INC | COM | $3.1M | 1.7% | 3,377 SH | |
| NORTHROP GRUMMAN CORP | COM | $3.3M | 1.8% | 6,641 SH | |
| NVIDIA CORPORATION | COM | $2.5M | 1.3% | 22,796 SH | |
| OKTA INC | CL A | $525K | 0.3% | 4,990 SH | |
| ON SEMICONDUCTOR CORP | COM | $258K | 0.1% | 6,350 SH | |
| ORACLE CORP | COM | $2.6M | 1.4% | 18,946 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $3.8M | 2.0% | 44,800 SH | |
| PALO ALTO NETWORKS INC | COM | $4.8M | 2.6% | 27,940 SH | |
| PAYPAL HLDGS INC | COM | $385K | 0.2% | 5,900 SH | |
| PULTE GROUP INC | COM | $413K | 0.2% | 4,020 SH | |
| RIO TINTO PLC | SPONSORED ADR | $330K | 0.2% | 5,500 SH | |
| RTX CORPORATION | COM | $2.8M | 1.5% | 21,127 SH | |
| RUBRIK INC. | CL A | $250K | 0.1% | 4,100 SH | |
| SALESFORCE INC | COM | $1.5M | 0.8% | 5,471 SH | |
| SAMSARA INC | COM CL A | $307K | 0.2% | 8,000 SH | |
| SCHWAB CHARLES CORP | COM | $5.3M | 2.9% | 67,900 SH | |
| SHOPIFY INC | CL A | $2.3M | 1.2% | 24,110 SH | |
| SPROUT SOCIAL INC | COM CL A | $626K | 0.3% | 28,475 SH | |
| SS&C TECHNOLOGIES HLDGS INC | COM | $2.8M | 1.5% | 33,600 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.5M | 0.8% | 9,030 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $4.1M | 2.2% | 8,229 SH | |
| TRANE TECHNOLOGIES PLC | SHS | $1.2M | 0.6% | 3,498 SH | |
| TRANSDIGM GROUP INC | COM | $8.3M | 4.5% | 6,027 SH | |
| TRAVELERS COMPANIES INC | COM | $365K | 0.2% | 1,379 SH | |
| TYLER TECHNOLOGIES INC | COM | $5.6M | 3.0% | 9,673 SH | |
| ULTA BEAUTY INC | COM | $1.4M | 0.7% | 3,685 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.9M | 2.1% | 14,192 SH | |
| VEEVA SYS INC | CL A COM | $4.7M | 2.5% | 20,355 SH | |
| VERACYTE INC | COM | $335K | 0.2% | 11,306 SH | |
| VERTEX PHARMACEUTICALS INC | COM | $896K | 0.5% | 1,848 SH | |
| VISA INC | COM CL A | $1.7M | 0.9% | 4,800 SH | |
| VISTRA CORP | COM | $975K | 0.5% | 8,300 SH | |
| VSE CORP | COM | $7.1M | 3.9% | 59,504 SH | |
| WALMART INC | COM | $658K | 0.4% | 7,500 SH | |
| WILLIS TOWERS WATSON PLC LTD | SHS | $732K | 0.4% | 2,165 SH | |
| ZIMMER BIOMET HOLDINGS INC | COM | $1.0M | 0.5% | 8,860 SH | |
| ZOETIS INC | CL A | $1.1M | 0.6% | 6,750 SH | |
| ZSCALER INC | COM | $794K | 0.4% | 4,000 SH | |