ABBOTT LABORATORIES COM 002824100 460054 4655 SH SOLE 4655 0 0 ABBVIE INC COM 00287Y109 5677811 21705 SH SOLE 21705 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3382260 18445 SH SOLE 18445 0 0 ADOBE INC COM 00724F101 3789372 15793 SH SOLE 15793 0 0 ADVANCED MICRO DEVICES INC COM 007903107 18349743 29995 SH SOLE 29995 0 0 AFFIRM HLDGS INC COM CL A 00827B106 805837 11640 SH SOLE 11640 0 0 AIRBNB INC COM CL A 009066101 4869784 30313 SH SOLE 30313 0 0 ALPHABET INC CAP STK CL A 02079K305 17902139 52029 SH SOLE 52029 0 0 ALPHABET INC CAP STK CL C 02079K107 63178990 185417 SH SOLE 185417 0 0 AMAZON COM INC COM 023135106 45013681 180669 SH SOLE 180669 0 0 AMERICAN EXPRESS CO COM 025816109 519403 1708 SH SOLE 1708 0 0 AMGEN INC COM 031162100 583370 1384 SH SOLE 1384 0 0 AMPHENOL CORP CL A 032095101 419140 4972 SH SOLE 4972 0 0 ANALOG DEVICES INC COM 032654105 991775 2500 SH SOLE 2500 0 0 AON PLC SHS CL A G0403H108 601421 2173 SH SOLE 2173 0 0 APPLE INC COM 037833100 82128393 246617 SH SOLE 246617 0 0 APPLIED MATLS INC COM 038222105 12371817 24193 SH SOLE 24193 0 0 ARISTA NETWORKS INC COM SHS 040413205 28417499 139582 SH SOLE 139582 0 0 ARM HOLDINGS PLC SPONSORED ADS 042068205 370765 1280 SH SOLE 1280 0 0 ASML HLDG NV N Y REGISTRY SHS N07059210 1811670 1000 SH SOLE 1000 0 0 AST SPACEMOBILE INC COM CL A 00217D100 335502 5700 SH SOLE 5700 0 0 ASTERA LABS INC COM 04626A103 1423880 4000 SH SOLE 4000 0 0 AXON ENTERPRISE INC COM 05464C101 1766979 4182 SH SOLE 4182 0 0 BANK OF AMER CORP COM 060505104 2197829 40379 SH SOLE 40379 0 0 BENTLEY SYS INC COM CL B 08265T208 200614 6279 SH SOLE 6279 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1933041 3882 SH SOLE 3882 0 0 BLACKROCK INC COM 09290D101 396859 375 SH SOLE 375 0 0 BLOCK INC CL A 852234103 575740 7830 SH SOLE 7830 0 0 BROADCOM INC COM 11135F101 44482779 126663 SH SOLE 126663 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 1580596 4787 SH SOLE 4787 0 0 CAPITAL ONE FINL CORP COM 14040H105 237476 1230 SH SOLE 1230 0 0 CATERPILLAR INC COM 149123101 3150730 3886 SH SOLE 3886 0 0 CCC INTELLIGENT SOLUTIONS HL COM 12510Q100 174492 26200 SH SOLE 26200 0 0 CEREBRAS SYSTEMS INC COM CL A 15675D103 9721363 54722 SH SOLE 54722 0 0 CHARLES SCHWAB CORP (THE) COM 808513105 990498 10134 SH SOLE 10134 0 0 CHEVRON CORPORATION COM 166764100 204210 1000 SH SOLE 1000 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 239626 7500 SH SOLE 7500 0 0 CIENA CORP COM NEW 171779309 604426 1718 SH SOLE 1718 0 0 CIRCLE INTERNET GROUP INC COM CL A 172573107 211999 2580 SH SOLE 2580 0 0 CISCO SYS INC COM 17275R102 4467076 41504 SH SOLE 41504 0 0 CLOUDFLARE INC CL A COM 18915M107 1267572 3650 SH SOLE 3650 0 0 COCA COLA CO COM 191216100 648698 7536 SH SOLE 7536 0 0 COINBASE GLOBAL INC COM CL A 19260Q107 885448 4750 SH SOLE 4750 0 0 COMPASS INC CL A 20464U100 141521 15937 SH SOLE 15937 0 0 CORCEPT THERAPEUTICS INC COM 218352102 864225 7500 SH SOLE 7500 0 0 COREWEAVE INC COM CL A 21873S108 984456 11300 SH SOLE 11300 0 0 COSTCO WHOLESALE CORPORATION COM 22160K105 2447904 2689 SH SOLE 2689 0 0 COURSERA INC COM 22266M104 88233 17789 SH SOLE 17789 0 0 CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 1190167 6110 SH SOLE 6110 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 7909671 29876 SH SOLE 29876 0 0 CSX CORP COM 126408103 334872 7200 SH SOLE 7200 0 0 CVS HEALTH CORP COM 126650100 820825 9579 SH SOLE 9579 0 0 DATADOG INC CL A COM 23804L103 7132150 26044 SH SOLE 26044 0 0 DELL TECHNOLOGIES INC CL C 24703L202 1229753 2286 SH SOLE 2286 0 0 DOORDASH INC CL A 25809K105 7811851 42571 SH SOLE 42571 0 0 DOXIMITY INC CL A 26622P107 337133 11896 SH SOLE 11896 0 0 DYNATRACE INC COM NEW 268150109 537213 9304 SH SOLE 9304 0 0 EA SERIES TRUST ALPHA ARCHITECT 02072Q275 110076356 1872926 SH SOLE 1872926 0 0 EA SERIES TRUST ALPHA ARCHITECT 02072Q242 267177436 5211022 SH SOLE 5211022 0 0 EA SERIES TRUST ALPHA ARCHITECT 02072Q853 169736903 2753833 SH SOLE 2753833 0 0 EA SERIES TRUST ALPHA ARCHITECT 02072Q358 199231200 3631067 SH SOLE 3631067 0 0 EBAY INC. COM 278642103 332361 3134 SH SOLE 3134 0 0 ELEVANCE HEALTH INC FORMERLY COM 036752103 204908 527 SH SOLE 527 0 0 ELI LILLY & CO COM 532457108 1428993 1235 SH SOLE 1235 0 0 EVERPURE INC CL A 74624M102 7301316 55829 SH SOLE 55829 0 0 EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 613731 3771 SH SOLE 3771 0 0 FLEX LTD ORD Y2573F102 764980 6955 SH SOLE 6955 0 0 FORTINET INC COM 34959E109 1302267 7285 SH SOLE 7285 0 0 GILEAD SCIENCES INC COM 375558103 2234706 14993 SH SOLE 14993 0 0 GLOBAL PMTS INC COM 37940X102 441753 5409 SH SOLE 5409 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 4552221 5056 SH SOLE 5056 0 0 HAPPEN INC COM NEW 52603A208 295600 20000 SH SOLE 20000 0 0 HSBC HLDGS PLC SPON ADR NEW 404280406 433389 4364 SH SOLE 4364 0 0 HUNT J B TRANS SVCS INC COM 445658107 403290 1800 SH SOLE 1800 0 0 INTEL CORP COM 458140100 4998442 41574 SH SOLE 41574 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 301171 1981 SH SOLE 1981 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 463393 2107 SH SOLE 2107 0 0 INTUIT COM 461202103 1307417 4742 SH SOLE 4742 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 715263 1759 SH SOLE 1759 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 244864 331 SH SOLE 331 0 0 ISHARES TR ISHARES SEMICDTR 464287523 568640 1000 SH SOLE 1000 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 831225 6636 SH SOLE 6636 0 0 ISHARES TR EXPANDED TECH 464287515 367951 3490 SH SOLE 3490 0 0 JOHNSON & JOHNSON COM 478160104 5314390 20074 SH SOLE 20074 0 0 JPMORGAN CHASE & CO COM 46625H100 1541337 4659 SH SOLE 4659 0 0 KIMCO REALTY CORP COM 49446R109 204443 9205 SH SOLE 9205 0 0 KLA CORP COM NEW 482480100 1730589 8878 SH SOLE 8878 0 0 LAM RESEARCH CORP COM NEW 512807306 12320440 37504 SH SOLE 37504 0 0 MAGNITE INC COM 55955D100 428586 16967 SH SOLE 16967 0 0 MAPLEBEAR INC COM 565394103 316587 7342 SH SOLE 7342 0 0 MARATHON PETE CORP COM 56585A102 949008 2400 SH SOLE 2400 0 0 MARVELL TECHNOLOGY INC COM 573874104 7759847 29370 SH SOLE 29370 0 0 MASTERCARD INCORPORATED CL A 57636Q104 921506 1671 SH SOLE 1671 0 0 META PLATFORMS INC CL A 30303M102 36134994 49829 SH SOLE 49829 0 0 MICRON TECHNOLOGY INC COM 595112103 16772288 15747 SH SOLE 15747 0 0 MICROSOFT CORP COM 594918104 55814291 108821 SH SOLE 108821 0 0 MOODYS CORP COM 615369105 1317884 2902 SH SOLE 2902 0 0 MORGAN STANLEY COM NEW 617446448 2570302 13666 SH SOLE 13666 0 0 NETAPP INC COM 64110D104 668264 3181 SH SOLE 3181 0 0 NETFLIX INC. 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