| ALPHABET INC CAP STK CL A | Stock | $429 | 0.1%Prev: 0.1% | 1,764 SH | Decreased+449 SH |
| ALPHABET INC CAP STK CL C | Stock | $30K | 6.3%Prev: 6.3% | 123,694 SH | Increased+48,510 SH |
| AMAZON COM INC COM | Stock | $31K | 6.5%Prev: 5.9% | 142,760 SH | Increased+37,694 SH |
| ARCH CAP GROUP LTD ORD | Stock | $9K | 1.9% | 98,457 SH | New |
| BOSTON SCIENTIFIC CORP COM | Stock | $14K | 2.9% | 141,343 SH | New |
| FAIR ISAAC CORP COM | Stock | $10K | 2.2%Prev: 0.2% | 7,008 SH | Increased+6,294 SH |
| GOLDMAN SACHS GROUP INC COM | Stock | $27K | 5.6%Prev: 3.5% | 33,535 SH | Increased+18,964 SH |
| GUIDEWIRE SOFTWARE INC COM | Stock | $18K | 3.8% | 78,847 SH | New |
| IDEXX LABS INC COM | Stock | $20K | 4.2% | 31,141 SH | New |
| INTUITIVE SURGICAL INC COM NEW | Stock | $25K | 5.2%Prev: 2.1% | 55,377 SH | Increased+32,695 SH |
| ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | ETF | $2K | 0.3%Prev: 0.6% | 13,863 SH | Decreased-12,352 SH |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | ETF | $2K | 0.5% | 9,058 SH | New |
| ISHARES RUSSELL MIDCAP ETF | ETF | $188 | 0.0%Prev: 0.1% | 1,943 SH | Decreased |
| ISHARES U.S. CONSUMER DISCRETIONARY ETF | ETF | $1K | 0.3% | 12,578 SH | New |
| ISHARES U.S. INDUSTRIALS ETF | ETF | $2K | 0.5%Prev: 0.6% | 15,989 SH | Decreased+438 SH |
| MASTERCARD INCORPORATED CL A | Stock | $39K | 8.2%Prev: 4.6% | 69,154 SH | Increased+31,153 SH |
| MERCADOLIBRE INC COM | Stock | $13K | 2.7% | 5,498 SH | New |
| MICROSOFT CORP COM | Stock | $31K | 6.5%Prev: 2.4% | 59,971 SH | Increased+32,850 SH |
| NETFLIX INC COM | Stock | $16K | 3.4% | 13,554 SH | New |
| SAMSARA INC COM CL A | Stock | $20K | 4.1% | 525,687 SH | New |
| SERVICENOW INC COM | Stock | $23K | 4.8%Prev: 2.2% | 24,756 SH | Increased-69,781 SH |
| SPDR PORTFOLIO S&P 500 ETF | ETF | $12K | 2.4% | 148,862 SH | New |
| SPDR S&P 500 ETF TRUST | ETF | $1K | 0.3% | 1,879 SH | New |
| SPDR S&P CAPITAL MARKETS ETF | ETF | $270 | 0.1% | 17,670 SH | New |
| SPOTIFY TECHNOLOGY S A SHS | Stock | $9K | 1.9% | 12,914 SH | New |
| TEMPUS AI INC CL A | Stock | $6K | 1.2% | 72,402 SH | New |
| TEXAS PACIFIC LAND CORPORATION COM | Stock | $7K | 1.4%Prev: 3.5% | 7,148 SH | Decreased-26,392 SH |
| TR ACTIVEBETA US SMALL CAP EQUITY ETF | ETF | $3K | 0.6%Prev: 1.4% | 40,890 SH | Decreased-23,341 SH |
| TYLER TECHNOLOGIES INC COM | Stock | $14K | 3.0% | 27,136 SH | New |
| UBER TECHNOLOGIES INC COM | Stock | $16K | 3.3% | 159,278 SH | New |
| UNIVERSAL TECHNICAL INST INC COM | Stock | $10K | 2.2% | 317,407 SH | New |
| VANGUARD CORE PLUS BOND ETF | ETF | $766 | 0.2% | 9,742 SH | New |
| VANGUARD REAL ESTATE ETF | ETF | $2K | 0.3%Prev: 0.7% | 17,580 SH | Decreased-10,980 SH |
| VERTEX INC CL A | Stock | $8K | 1.7% | 337,013 SH | New |
| VISA INC COM CL A | Stock | $40K | 8.3%Prev: 5.1% | 116,481 SH | Increased+53,629 SH |
| WAYSTAR HLDG CORP COM | Stock | $16K | 3.3% | 420,897 SH | New |
| WISDOMTREE EUROPE HEDGED EQUITY FUND | ETF | $148 | 0.0% | 2,933 SH | New |