| ALPHABET INC CAP STK CL A | Stock | $311 | 0.1%Prev: 0.1% | 1,764 SH | Decreased+78 SH |
| ALPHABET INC CAP STK CL C | Stock | $22K | 4.5%Prev: 6.1% | 124,836 SH | Decreased+35,975 SH |
| AMAZON COM INC COM | Stock | $31K | 6.3%Prev: 6.6% | 141,093 SH | Increased+8,839 SH |
| ARCH CAP GROUP LTD ORD | Stock | $9K | 1.8%Prev: 2.1% | 96,534 SH | Increased+6,793 SH |
| FAIR ISAAC CORP COM | Stock | $12K | 2.5%Prev: 0.0% | 6,817 SH | Increased+6,731 SH |
| GOLDMAN SACHS GROUP INC COM | Stock | $29K | 5.9%Prev: 6.4% | 40,830 SH | Increased+9,209 SH |
| GUIDEWIRE SOFTWARE INC COM | Stock | $18K | 3.8%Prev: 0.1% | 78,430 SH | Increased+76,082 SH |
| IDEXX LABS INC COM | Stock | $25K | 5.0%Prev: 4.0% | 45,745 SH | Increased+16,032 SH |
| INTUITIVE SURGICAL INC COM NEW | Stock | $30K | 6.0%Prev: 5.8% | 54,391 SH | Increased+1,767 SH |
| ISHARES ASIA 50 ETF | ETF | $10 | 0.0%Prev: 0.3% | 1,233 SH | Decreased+1,110 SH |
| ISHARES EXPANDED TECH SECTOR ETF | ETF | $3 | 0.0% | 3 SH | New |
| ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | ETF | $1K | 0.3%Prev: 4.9% | 13,216 SH | Decreased-12,473 SH |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | ETF | $628 | 0.1%Prev: 0.0% | 2,614 SH | Increased+2,577 SH |
| ISHARES RUSSELL MIDCAP ETF | ETF | $179 | 0.0%Prev: 0.0% | 1,943 SH | Decreased |
| ISHARES U.S. CONSUMER DISCRETIONARY ETF | ETF | $1K | 0.2% | 11,879 SH | New |
| ISHARES U.S. INDUSTRIALS ETF | ETF | $1K | 0.2%Prev: 0.5% | 8,212 SH | Decreased-6,876 SH |
| ISHARES U.S. REGIONAL BANKS ETF | ETF | $2K | 0.4%Prev: 0.4% | 39,538 SH | Increased+11,351 SH |
| MASTERCARD INCORPORATED CL A | Stock | $39K | 8.0%Prev: 5.7% | 69,406 SH | Increased+22,026 SH |
| MICROSOFT CORP COM | Stock | $29K | 6.0%Prev: 5.8% | 59,197 SH | Increased-5,521 SH |
| MSCI INC COM | Stock | $13K | 2.7%Prev: 0.0% | 23,125 SH | Increased+23,002 SH |
| NETFLIX INC COM | Stock | $18K | 3.6% | 13,270 SH | New |
| SALESFORCE INC COM | Stock | $12K | 2.4% | 42,386 SH | New |
| SAMSARA INC COM CL A | Stock | $21K | 4.2%Prev: 0.1% | 520,590 SH | Increased+504,139 SH |
| SERVICENOW INC COM | Stock | $25K | 5.1%Prev: 2.9% | 24,176 SH | Increased-92,858 SH |
| SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | ETF | $34 | 0.0% | 367 SH | New |
| SPDR PORTFOLIO S&P 500 ETF | ETF | $10K | 2.1% | 141,826 SH | New |
| SPDR S&P 500 ETF TRUST | ETF | $1K | 0.2% | 1,904 SH | New |
| SPDR S&P CAPITAL MARKETS ETF | ETF | $2K | 0.5% | 16,901 SH | New |
| TEMPUS AI INC CL A | Stock | $5K | 1.0%Prev: 0.0% | 73,283 SH | Increased+71,115 SH |
| TEXAS PACIFIC LAND CORPORATION COM | Stock | $7K | 1.5%Prev: 2.3% | 6,797 SH | Decreased-13,480 SH |
| THE TRADE DESK INC COM CL A | Stock | $10K | 1.9% | 132,100 SH | New |
| TR ACTIVEBETA US SMALL CAP EQUITY ETF | ETF | $3K | 0.5%Prev: 1.1% | 38,107 SH | Decreased-24,745 SH |
| TYLER TECHNOLOGIES INC COM | Stock | $28K | 5.7%Prev: 0.1% | 46,795 SH | Increased+45,583 SH |
| UNIVERSAL TECHNICAL INST INC COM | Stock | $10K | 2.1%Prev: 2.5% | 307,591 SH | Decreased+14,866 SH |
| VANGUARD CORE PLUS BOND ETF | ETF | $752 | 0.2%Prev: 0.2% | 9,661 SH | Decreased-1,655 SH |
| VANGUARD REAL ESTATE ETF | ETF | $2K | 0.5%Prev: 0.6% | 26,192 SH | Decreased-1,551 SH |
| VANGUARD S&P 500 GROWTH ETF | ETF | $395 | 0.1%Prev: 0.0% | 995 SH | Increased+688 SH |
| VERTEX INC CL A | Stock | $12K | 2.5% | 339,308 SH | New |
| VISA INC COM CL A | Stock | $41K | 8.4%Prev: 5.7% | 115,623 SH | Increased+36,899 SH |
| WAYSTAR HLDG CORP COM | Stock | $17K | 3.5% | 420,081 SH | New |